1 / 12

Strategic Plan Report Template

CONFIDENTIAL. Strategic Plan Report Template . TABLE OF CONTENTS. I. Executive summary II. Environmental and internal assessment A. Industry dynamics and its implications B. Competitive assessment C. Internal assessment III. Strategic definition and implications A. Strategy articulation

faustus
Download Presentation

Strategic Plan Report Template

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. CONFIDENTIAL Strategic Plan Report Template

  2. TABLE OF CONTENTS • I. Executive summary • II. Environmental and internal assessment • A. Industry dynamics and its implications • B. Competitive assessment • C. Internal assessment • III. Strategic definition and implications • A. Strategy articulation • B. Strategic initiatives • C. Financial projection • D. Risks/contingencies and strategic alternatives • IV. Exhibits

  3. BU STRATEGIC PLAN DEVELOPMENT Environmental and internal assessment Strategic definition and implications • What are the major changes in industry dynamics and resulting opportunities and risks? • What strategy will your BU pursue over the next 3 years? Industry dynamics and implications Strategy articulation + + • What are your competitive strengths and weaknesses? • What will be the impact of major strategic initiatives? Competitive assessment Strategic initiatives + + Internal assessment Financial projections • How does your current business emphasis fit with industry opportunity and competitive landscape? • What are the expected financial returns of your strategy? + Risk/contingen-cies & strategic alternatives • What strategic alternatives have you considered?

  4. I. EXECUTIVE SUMMARY Instructions: The Executive Summaryprovides a synthesis of theEnvironmental and InternalAssessments and theresultant BU Strategic Plans

  5. II. ENVIRONMENTAL AND INTERNAL ASSESSMENT

  6. IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – SUMMARY A. What are the major changes in industry dynamics and the resulting opportunities and risks? Instructions:The answer to thisoverarching questionrequires a recapitulationof the section’s mainfindings A.1 What industry are you competing in? What are the various segments in the industry? Instructions:These subsectionscontain a 1-2 sentencesummary of the relevantfindings A.2 How is industry structure changing (demand, supply, and industry chain economics)? What are the resulting opportunities and risks? A.3 What is the expected competitor conduct? What are the resulting opportunities and risks? A.4 What are the present and future external factors that could present new opportunities and risks?

  7. IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – BACK-UP 1 A.1 What industry are you competing in? What are the various segments in the industry? • Industry definition • Industry segmentation • Definition • Sizing Instructions:Exhibit 1 could providea useful framework foranswering this question Industry definition: Industry segmentation:

  8. IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – BACK-UP 2 A.2 How is industry structure changing with respect to demand, supply, and industry chain economics? What are the resulting opportunities and risks? • Economics of demand • By segment • Substitutes, ability to differentiate • Volatility, cyclicality • Economics of supply • Producer concentration and diversity • Import competition • Capacity utilization • Entry/exit barriers • Cost structure (fixed and variable) • Industry chain economics • Customer and supplier bargaining power Instructions:Exhibit 2,3 or 4 could providea useful framework foranswering this question

  9. IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – BACK-UP 3 A.3 What is the expected competitor conduct? What are the resulting opportunities and risks? • Major industry competitor moves • Marketing initiatives • Industry capacity changes • M&As, divestitures • Vertical integration/disaggregation • Alliances and partnerships • Cost control and efficiency improvements Instructions:Exhibit 2,3 or 4 could providea useful framework foranswering this question

  10. IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – BACK-UP 4 A.4 What are the present and future external factors that could present new opportunities and risks? • Impact and likelihood of major industry discontinuities • Changes in regulation/government policy • Technological breakthroughs Instructions:Exhibit 2,3 or 4 could providea useful framework foranswering this question

  11. IIB. COMPETITIVE ASSESSMENT – SUMMARY B. What are your competitive strengths and weaknesses? Instructions:The answer to thisoverarching questionrequires a recapitulationof the section’s mainfindings B.1 What are the capabilities required to succeed in this industry? Instructions:These subsectionscontain a 1-2 sentencesummary of the relevantfindings B.2 How do you compare against these necessary capabilities?

  12. PARTIAL VIEW OF DOCUMENT – REMAINDER INTENTIONALLY LEFT BLANK SAMPLE PREVIEW OF THE KIND OF DOCUMENTS AVAILABLE IN THE PRIVATE MEMBERS AREA. THIS DOCUMENT IS NOT SOLD INDIVIDUALLY. IT IS AVAILABLE ONLY TO ANNUAL SUBSCRIPTION MEMBERS. PLEASE CLICK THE MEMBERSHIP SIGN UP LINK ON ANY OF THE WEBSITE PAGES FOR DETAILS ON HOW TO BECOME A MEMBER.

More Related