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Recommending
a Strategy
Ideas for today and tomorrow
Vision Statement
• State the vision and long term direction.
Goal and Objective
• State the desired goal.
• State the desired objective.
• Use multiple points if necessary.
Today’s Situation
• Summary of the current situation.
• Use brief bullets, discuss details verbally.
How Did We Get Here?
• Any relevant historical information.
• Original assumptions that are no longer valid.
Available Options
• State the alternative strategies.
• List advantages & disadvantages of each.
• State cost of each option.
Recommendation
• Recommend one or more of the strategies.
• Summarize the results if things go as proposed.
• What to do next.
• Identify action items.

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