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Analytical Tools to Meet Your 
Strategic Planning Needs
It’s Time to Strategize 
It's difficult to accomplish anything without a plan. Whether you're hosting 
Thanksgiving dinner, running a small business, or coaching your child's soccer 
team, you need a strategic plan. By establishing a strategic plan business leaders 
are able to determine where to spend human capital, time, and money. 
With year-end payroll reporting activities in full swing and the holidays fast 
approaching, this is an opportune time to plan for next year. Fortunately, 
SmartDraw has the analytical tools to meet your strategic planning needs. 
This presentation is inspired by the SmartDraw Blog post entitled, 
“SmartDraw Spotlight: Analytical Tools to Meet Your Strategic Planning Needs” 
To view the full blog posting go to http://blog.smartdraw.com/
Strategic Planning Category 
Strategic Planning Category's 
Sub-Category List* 
Strategic Planning Templates 
Affinity Diagrams 
AnsoffMatrix 
Balance Scorecard 
Competitive Analysis 
Five Forces Analysis 
Force Field Analysis 
Goals Grid 
Growth-Share Matrix 
Performance Prism 
PEST Analysis 
Strategic Analysis 
Strategy Maps 
Strategy Matrices 
SWOT Analysis 
Value Chain Analysis 
*Note: Each sub-category contains a 
folder of templates and sample 
diagrams. 
SmartDraw Tip: To access the Strategic 
Planning Category, simply open 
SmartDraw. In the Left Panel of the 
Category screen, select Strategic 
Planning. The Strategic Planning 
Template sub-category will appear in the 
Category Preview and the remaining sub-categories 
will appear in the Left Panel 
as shown above.
Ansoff Matrix 
It is also referred to as the 
Product/Market Expansion 
Grid. The matrix shows the 
four ways business can grow. The 
idea is that each time you move in a 
quadrant (vertically or horizontally) 
you increase risk.
Porter’s Five Forces 
By using this tool you'll be able to weigh 
the potential profitability of new 
products, services, or businesses. In 
short, you're examining the five 
important forces that determine 
competitive power in a business 
situation.
SWOT Analysis 
SWOT Analysis is a 
strategic method that 
allows you to evaluate 
the strengths, 
weaknesses, 
opportunities and 
threats involved in a 
project or business 
venture.
About RuthJoy Bitner, M.Ed. 
With a M.Ed. in Human Resource Development and 
Organizational Behavior, RuthJoy has become a trusted 
advisor and educator working with mid-market to global 
organizations providing change management and user 
adoption strategy services for more than 15 years. As the 
Director of Learning and Organizational Development of 
SmartDraw Software she continues to coach and mentor 
professionals from non-profits to Fortune 500 companies. 
An unashamed perfectionist and absolute “SmartDraw Addict,” she 
discovers innovative ways to use diagrams in her day-to-day activities to 
increase productivity and efficiency for herself as well as her clients.
Leave a comment and subscribe to 
http://blog.smartdraw.com/ 
Email support@smartdraw.com 
800-768-3729 (toll-free) or 858-225-3300 
Monday – Friday 6:00 am to 5:00 pm PST 
Follow SmartDraw 
Learn More About SmartDraw

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Analytical Tools to Meet Your Strategic Planning Needs

  • 1. Analytical Tools to Meet Your Strategic Planning Needs
  • 2. It’s Time to Strategize It's difficult to accomplish anything without a plan. Whether you're hosting Thanksgiving dinner, running a small business, or coaching your child's soccer team, you need a strategic plan. By establishing a strategic plan business leaders are able to determine where to spend human capital, time, and money. With year-end payroll reporting activities in full swing and the holidays fast approaching, this is an opportune time to plan for next year. Fortunately, SmartDraw has the analytical tools to meet your strategic planning needs. This presentation is inspired by the SmartDraw Blog post entitled, “SmartDraw Spotlight: Analytical Tools to Meet Your Strategic Planning Needs” To view the full blog posting go to http://blog.smartdraw.com/
  • 3. Strategic Planning Category Strategic Planning Category's Sub-Category List* Strategic Planning Templates Affinity Diagrams AnsoffMatrix Balance Scorecard Competitive Analysis Five Forces Analysis Force Field Analysis Goals Grid Growth-Share Matrix Performance Prism PEST Analysis Strategic Analysis Strategy Maps Strategy Matrices SWOT Analysis Value Chain Analysis *Note: Each sub-category contains a folder of templates and sample diagrams. SmartDraw Tip: To access the Strategic Planning Category, simply open SmartDraw. In the Left Panel of the Category screen, select Strategic Planning. The Strategic Planning Template sub-category will appear in the Category Preview and the remaining sub-categories will appear in the Left Panel as shown above.
  • 4. Ansoff Matrix It is also referred to as the Product/Market Expansion Grid. The matrix shows the four ways business can grow. The idea is that each time you move in a quadrant (vertically or horizontally) you increase risk.
  • 5. Porter’s Five Forces By using this tool you'll be able to weigh the potential profitability of new products, services, or businesses. In short, you're examining the five important forces that determine competitive power in a business situation.
  • 6. SWOT Analysis SWOT Analysis is a strategic method that allows you to evaluate the strengths, weaknesses, opportunities and threats involved in a project or business venture.
  • 7. About RuthJoy Bitner, M.Ed. With a M.Ed. in Human Resource Development and Organizational Behavior, RuthJoy has become a trusted advisor and educator working with mid-market to global organizations providing change management and user adoption strategy services for more than 15 years. As the Director of Learning and Organizational Development of SmartDraw Software she continues to coach and mentor professionals from non-profits to Fortune 500 companies. An unashamed perfectionist and absolute “SmartDraw Addict,” she discovers innovative ways to use diagrams in her day-to-day activities to increase productivity and efficiency for herself as well as her clients.
  • 8. Leave a comment and subscribe to http://blog.smartdraw.com/ Email support@smartdraw.com 800-768-3729 (toll-free) or 858-225-3300 Monday – Friday 6:00 am to 5:00 pm PST Follow SmartDraw Learn More About SmartDraw