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Business Assessment & Strategic Planning
Business Assessment & Strategic Planning
Business Assessment & Strategic Planning
Business Assessment & Strategic Planning
Business Assessment & Strategic Planning
Business Assessment & Strategic Planning
Business Assessment & Strategic Planning
Business Assessment & Strategic Planning
Business Assessment & Strategic Planning
Business Assessment & Strategic Planning
Business Assessment & Strategic Planning
Business Assessment & Strategic Planning
Business Assessment & Strategic Planning
Business Assessment & Strategic Planning
Business Assessment & Strategic Planning
Business Assessment & Strategic Planning
Business Assessment & Strategic Planning
Business Assessment & Strategic Planning
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Business Assessment & Strategic Planning

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Explain steps needed to access current business situation and define a strategic plan.

Explain steps needed to access current business situation and define a strategic plan.

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  • 1. Business Assessment / Strategic Planning An Overview We help you FOCUS & GROW
    • Clarify & Articulate Objectives
    • Base line current operations
    • Define a plan to achieve objectives
    • Setup the Roadmap
    • Align Organization, and
    • Achieve Success
  • 2. 17215 Studebaker Rd. Suite 390 Cerritos, CA 90703 1.562.860.8637 1.562.860.8611 [email_address] www.cpSphere.com ITS NOT STRATEGY THAT MATTERS – IT’S EXECUTION THAT COUNTS Delivering Next Generation of Solutions   cp Sphere
  • 3. Destination Statement Results Begin with an end in mind, define your vision, base line your operations, articulate your strategy, device action plan to achieve objectives, and put in place a structure to carry out these action plans Gather Hard Facts Devise Hypothesis & Prove It Base lining Strategy Map Gap Analysis Action Plan
  • 4. Destination Statement
    • Begin with an End in Mind
    • How do you want the customers to perceive your business?
      • Business Positioning
    • What is your 3 – 5 year revenue forecast?
      • Financial Forecast
  • 5. Destination Statement – Discussion
    • What is the purpose of having a business positioning strategy?
    • What are some of the key elements of a financial forecast?
  • 6. Base lining current operation
    • People
    • Product
    • Systems
    • Processes
    Do Act Plan Check
  • 7. Defining a Strategy Short Term 6 – 12 Month Medium Term 1 – 5 Years Long Term 5 – 10 Years Effort F ocus A ccelerate S trengthen T ie it all together In 5 – 10 years, how the market will look like, and what activities we have to do to serve that market What are the key operational initiatives with the potential to significantly increase the movement of the company towards the FOCUS What can be done to de-bottleneck the organization and strengthen the capabilities for moving faster
  • 8. Strategy Map Strategy Is Nothing but Cause – n – Effect Relationship between Objectives
    • Tackle the problem from different angles e.g.
    • Financial Where we want to be financially in five years
    • Customers Our Positioning and Value proposition to the customers
    • Internal Process Core capabilities needed to serve target clients with defined product line
    • Organization Learning What Intangible assets that organization needs to excel in.
  • 9. Strategy Map - Financial Objectives
    • Increase Shareholder Value
    • Startup Venture
    • Increase Market Share
    • Grow Revenue
    • Stable Companies
    • Improve Profitability
    • Mature Organizations
    • Increase Return on Equity
    • Increase Return on Asset
  • 10. Strategy Map - Customers Objectives Increase Shareholder Value
    • Low Cost Provider
    • High Quality Service Provider
    • Exceptional Customer Service
    • Customer is Right
    • Sell and Forget
    • Etc. etc.
  • 11. Strategy Map - Operations Objectives Grow Revenue Help Customer Focus & Grow
    • Supply Chain
    • New Product Development
    • Branding / Marketing
    • Production
    • Etc. etc.
  • 12. Strategy Map – Organization Learning Objectives Revenue Growth Help Customer Focus & Grow Robust Strategy Execution Process New Product Development that make client successful
    • Resource Management Skills
    • Financial Skills
    • Technology (Internet, Software etc.)
    • Etc. etc.
  • 13. Strategy Map - Tracking Objectives Grow Revenue Help Customer Focus & Grow Robust Strategy Execution Process New Product Development that make business successful Management Strategies that make a business grow Measurement& Targets Revenue ($) Repeat Customers # of Referrals On-Time Delivery # of Training Hours
  • 14. Mark Your Calendar! Define Growth Strategies Thursday August 30 th Learn techniques to predict future growth and take your company to unprecedented success.
  • 15. Strategy Map - Operations Objectives Grow Revenue Help Customer Focus & Grow Robust Strategy Execution Process New Product Development that make business successful Management Strategies that make a business grow Measurement& Targets Revenue ($) Repeat Customers # of Referrals On-Time Delivery # of Training Hours Initiatives
  • 16. Organization Structure
    • Will your organization support your growth plan?
      • Do you have a future state Org. Structure in place?
      • Are you just throwing people as problem arises?
      • Are adequate qualified people assigned to support the growth initiatives?
      • Are proper training program in place to equip employees with the knowledge to foresee and address all business growth challenges?
    President Finance Sales & Marketing Operations
  • 17.  
  • 18. Results CPSPHERE – HELP YOU FOCUS & GROW

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