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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Original assumptions that are no longer valid.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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