whatmakesagoodleader.com                                                            Table of Contents(Click headings to Na...
whatmakesagoodleader.com1. Executive Summary  1.1.    Preferred Option  1.2.    Alternatively
whatmakesagoodleader.com2. Analysis    2.1.          Vision / Mission AnalysisThe following table identifies the suitabili...
whatmakesagoodleader.com2.3.      Macro or External Environment          (For further reading, see our Macro Environmental...
whatmakesagoodleader.comSummary of SWOT for Macro Environment Analysis     Opportunities                               Thr...
whatmakesagoodleader.com    2.4.           Industry Environment - Porters Five Forces                   Learn how to, some...
whatmakesagoodleader.comThe bargaining power of               Comment on the degree of customer power in your             ...
whatmakesagoodleader.comAccess to distributionAbsolute cost advantageGovernment policyExpected retaliationThreat of new en...
whatmakesagoodleader.com   2.5.           Internal Analysis                  For further information on your internal anal...
whatmakesagoodleader.com2.6.          Financial Analysis                                       Year        Ratio          ...
whatmakesagoodleader.com2.7.   SWOT – Summary       To find out how to do a SWOT analysis, review our SWOT page           ...
whatmakesagoodleader.com3. Options  3.1.       Option 1  3.2.       Option 24. Choice – what we are proposing to do
whatmakesagoodleader.com5. Action Plan No                      Action               Due   Owner   StatusFree Template from...
Strategic planning-template
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Strategic planning-template

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Strategic planning-template

  1. 1. whatmakesagoodleader.com Table of Contents(Click headings to Navigate)1. Executive Summary............................................................................................................................................3 1.1. Preferred Option ..................................................................................................................... 3 1.2. Alternatively............................................................................................................................ 32. Analysis..................................................................................................................................................................4 2.1. Vision / Mission Analysis ........................................................................................................ 4 2.2. Objectives ................................................................................................................................ 4 2.3. Macro or External Environment.............................................................................................. 5 2.4. Industry Environment - Porters Five Forces ............................................................................. 7 2.5. Internal Analysis ................................................................................................................... 10 2.6. Financial Analysis.................................................................................................................11 2.7. SWOT – Summary ............................................................................................................... 123. Options.................................................................................................................................................................13 3.1. Option 1................................................................................................................................ 13 3.2. Option 2................................................................................................................................ 134. Choice – what we are proposing to do.........................................................................................................135. Action Plan .........................................................................................................................................................14Free Template from What Makes a Good Leader
  2. 2. whatmakesagoodleader.com1. Executive Summary 1.1. Preferred Option 1.2. Alternatively
  3. 3. whatmakesagoodleader.com2. Analysis 2.1. Vision / Mission AnalysisThe following table identifies the suitability of the current vision and mission statement, includingthe values statement where it is separate to the vision and mission Does your vision or mission CommentClearly defined your customersIdentify the markets your business operates inIdentify the importance of technologySeem concerned for survival, growth &profitabilityState your economic objectivesDescribe your beliefs, aspirations & valuesIdentify your competitive strengthsInclude a concern for public image, socialcommunity and environmentOutline the importance of your employees 2.2. ObjectivesDescribe your business objectives, what you hope to achieve over the next three to five years Objectives Metric for Year _________
  4. 4. whatmakesagoodleader.com2.3. Macro or External Environment (For further reading, see our Macro Environmental Analysis how to guide) Using PESTLE - Political - Economic - Social/cultural - Technological - Legal - Environmental (Environmental issues, global warming, pollution etcetera) And adding “International” Environmental factor Comments The legal and government systems within which an Political/ Legal organisation functions Are there any local, national, regional or global technology Economic changes that may impact you or your customers The attitudes, values, norms, beliefs, behaviours and Socio-cultural associated demographic trends characteristic of a given geographic area Are there any technology changes that will affect your Technological business? Are there any technology changes that will affect your Environmental business? The developments outside an organisations home country, International with the potential to impact the organisation
  5. 5. whatmakesagoodleader.comSummary of SWOT for Macro Environment Analysis Opportunities Threats
  6. 6. whatmakesagoodleader.com 2.4. Industry Environment - Porters Five Forces Learn how to, some useful Porters Five Forces Links - Porters five forces overview o Industry rivalry o The bargaining power of suppliers o The bargaining power of customers o The threat of new entrants o The threat of substitute products Comment on the extent of competition betweenIndustry Rivalry Rating competitorsIndustry growth ratesHigh fixed costsIntermittent over capacityProduct differencesBrand identitySwitching costsInformational complexityConcentration & balanceDiversity of competitorsCorporate stakesExit barriersIndustry rivalry overall rating
  7. 7. whatmakesagoodleader.comThe bargaining power of Comment on the degree of customer power in your Ratingcustomers (buyers) industryDifferentiation of outputsSwitching costsPresence of substitutesIndustry concentration relative tobuyer concentrationImportance of volume to buyersCost relative to total buyerpurchasesImpact of outputs on the cost ofdifferentiationBuyer information about supplierproductsBuyer profitabilityDecision makers incentivesThreat of backward integrationBargaining power of customers (buyers) overall ratingThe bargaining power of Comment on the degree of supplier power RatingsuppliersDifferentiation of inputsSwitching costsPresence of substitute productsSupplier concentration relative toindustry concentrationImportance of volume tosuppliersCost relative to total purchases inthe industryImpact of inputs on cost ordifferentiationInformation about suppliersproductsSupplier profitabilityDecision makers incentivesThreat of forward integrationBargaining power of suppliers overall ratingThe threat of new entrants Comment on the ease of entry to your industry RatingEconomies of scaleProprietary product differencesBrand identitySwitching costsCapital requirements
  8. 8. whatmakesagoodleader.comAccess to distributionAbsolute cost advantageGovernment policyExpected retaliationThreat of new entrants overall ratingThreat of substitute products or The extent that different industries offer substitute Ratingservices productsRelative price performance ofsubstitutesSwitching costsBuyer propensity to substituteSubstitutes overall rating Porters Five Forces SWOT Analysis Opportunities Threats Strengths Weaknesses
  9. 9. whatmakesagoodleader.com 2.5. Internal Analysis For further information on your internal analysis, see our internal analysis pages Resources -3 -2 -1 0 +1 +2 +3 Tangible resourcesProductsPatentsAssetsEquipmentOther Intangible ResourcesEmployee goodwillCustomer goodwillReputationOther CultureLeadershipInnovationRisk toleranceResults focusOther Internal SWOT Strengths Weaknesses
  10. 10. whatmakesagoodleader.com2.6. Financial Analysis Year Ratio Current Ratio Quick Ratio Cash Ratio Total debit ratio Debit Equity RatioTimes Interest Earned Return on Equity Return on total assets Net profit / sales Expense / sales Asset turnover Price Earnings Ratio Summary of financial Analysis
  11. 11. whatmakesagoodleader.com2.7. SWOT – Summary To find out how to do a SWOT analysis, review our SWOT page Strengths Weaknesses Opportunities Threats
  12. 12. whatmakesagoodleader.com3. Options 3.1. Option 1 3.2. Option 24. Choice – what we are proposing to do
  13. 13. whatmakesagoodleader.com5. Action Plan No Action Due Owner StatusFree Template from What Makes a Good Leader

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