Company X                                                                                   Who thought strategic         ...
Strategic Context      source: http://en.wikipedia.org/wiki/Vision_statement#Mission_statements_and_vision_statements Visi...
Defining the Future - Ishikawa                                                                                            ...
Value DisciplinesSource: Treacy & Wiersema                                                              Product Leadership...
Market Scan/Dynamics           Regulatory   Competitive   Customer   Technology   Core Skills            Xxx         Xxx...
Financial Performance    Income Statement             20xx       20xx    20xx CAGR    Revenue                       xxx   ...
Product Performance Line of Business                                                     Growth Strategy “Ansoff”         ...
Product Lifecycle Map                                   xxxxxx                    xxxxxxxxxx                        xx    ...
Growth Trajectories                                     Scenario #1  Strategic Scenarios*                                 ...
Prioritizing the Key Growth Opportunities                                                                   Market Sizing ...
Business Model Impacts                                      PARTNER                                           CUSTOMER   I...
Value Chain Focus Areas                                                                                                Pro...
Operational Plan Development Strategic Thrust          Initiative   Target   Status   Q1   Q2   Q3   Q4   Prime Improve Sh...
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Strategic Planning Templates

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Easy to use templates to help strategic planning efforts.

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Strategic Planning Templates

  1. 1. Company X Who thought strategic planning was fun?Image source: http://www.eastwestdaily.com/win-east-west-essentials-every-week/happy-people1
  2. 2. Strategic Context source: http://en.wikipedia.org/wiki/Vision_statement#Mission_statements_and_vision_statements Vision: Outlines what the organization wants to be, or how it wants the world in which it operates to be (an "idealised" view of the world). It is long-term view and concentrates on the future. Mission: Defines the fundamental purpose of an organization, why it exists and what it does to achieve its vision. Values: Beliefs that are shared among the stakeholders, drive an organizations culture & priorities, and provides a framework in which decisions are made. Strategic Thrusts: broad statements of intended actions that provide a theme that knits together independent activities focusing energies on things that matter in the market. source: www.marketingpower.com 1. [category: revenue & EBITDA growth] Drive … 2. [efficiency & effectiveness] Optimize … 3. [customer experience] Enhance … 4. [power our people] Engage … 5. [channel & coverage] Develop…
  3. 3. Defining the Future - Ishikawa Future state:  xxxxxx Strategy Thrust #2 Strategic Thrust #1 xxxxxxxxx xxxxxxxx xxxxxxxxxxxxxxxx xxxxxxxxxxxx xxxxxxxxxxxxxxxxx xxxxxxxxxx xxxxxxxxxxxx xxxxxxxxxxxxxx xxxxxxxxxxxxxx xxxxxxxxxxxxxxx xxxxxxx xxxxxx xxxxxx xxxxxxxxxxxxxxxxxx xxxxxx xxxxxxxxxxxxxx xxxxxxCurrent state: xxxxxxxx xxxxx xxxxxxxxxxxxxxx xxxxxxxxxxxxxxxx Strategic Thrust x xxxxxxxxxxxxxxx xxxxxxxxxxxxxx xxxxxxxxxxx Strategy Thrust #3 source: Kaoru Ishikawa
  4. 4. Value DisciplinesSource: Treacy & Wiersema Product Leadership Strong innovation/brand marketing Operational Excellence Customer Intimacy Superb operations and execution Excels in customer attention & service All companies must choose one of the value disciplines and consistently and vigorously act upon it
  5. 5. Market Scan/Dynamics Regulatory Competitive Customer Technology Core Skills  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx Canada  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx US  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx  Xxx RoW
  6. 6. Financial Performance Income Statement 20xx 20xx 20xx CAGR Revenue xxx xxx xxx Cost of Good Sold (CoGs) Gross Margin 0.0% Gross Margin % Operating Expenses EBITDA Perform current financial analysis (numerous boutique accounting firms can do this)
  7. 7. Product Performance Line of Business Growth Strategy “Ansoff” % Tot 5yr EBITDA(Product, Business Business focus GM% Market Product Market Rev Grwth $ % Diversif’tn Unit) Pen’tn Dev’lpmt Dev’lpmt1. Xxx x2. Xxxx3. Xxxx X4. xxxx5. xxxx6. xxxxx X7. xxxx8. xxxx9. xxxxx13. xxxxx Critical to examining product and/or business unit performance (consider mapping products to BCG matrix or product lifecycle)
  8. 8. Product Lifecycle Map xxxxxx xxxxxxxxxx xx xxxxxxx xxxxxxxx xxxxxxxx xxxxx xx xxxxxxx xx x xxxxxxx xxxxxx xxxxxxx xxxxx xxxxxxx xxxxxxxxx xxxxxxxx xxxxx xxxxxx xxxxxxx xxxxxxxxxx xx xxxx xxxxxxx xxxxx xxxxxxxxxxx xxxxxxxxxx introductory growth mature decline investment xxxxxx xxxxxx Xxxxxx Xxxxxx strategy Revenue Margin8 Pipeline funnel growth exceeds decline revenue product loss
  9. 9. Growth Trajectories Scenario #1 Strategic Scenarios* 20xx 20xx 20xx CAGR Revenue xxx xxx xxx $3M Cost of Good Sold (CoGs) Gross Margin 0.0% $2.7M Gross Margin %$1M $1.8B Operating Expenses EBITDA Scenario #2 20xx 20xx 20xx CAGR Revenue xxx xxx xxx Cost of Good Sold (CoGs) Gross Margin 0.0% Gross Margin % Operating Expenses Which scenario complements the EBITDA vision, mission, values, and Scenario #3 20xx 20xx 20xx CAGR strategic thrusts? Revenue xxx xxx xxx Cost of Good Sold (CoGs) Gross Margin 0.0% Gross Margin % Operating Expenses EBITDA * Perform full financial statement analysis including cash flow to determine suitability
  10. 10. Prioritizing the Key Growth Opportunities Market Sizing Products Existing New 20xx 20xx 20xx 20xx Market Penetration Product Development Market Size Addressable Market Existing Market Share Share of WalletCustomers Geographic Segmentation [our target markets] Market Development Diversification New Prioritize Return on Investment for key initiatives Quantum Divest Harvest Status Quo Accelerate Leap Globe image source: http://cybernations.wikia.com/wiki/File:Blue-globe.jpg
  11. 11. Business Model Impacts PARTNER CUSTOMER INFRASTRUCTURE OFFER CUSTOMER NETWORK RELATIONSHIP CORE TARGET CAPABILITIES portrays the network of explains the CUSTOMER cooperative relationships a agreements with other VALUE company establishes outlines the capabilities companies PROPOSITION with its customers required to run a describes the companys business customers a company model gives an overall view of wants to offer value to “core competencies” VALUE a companys bundle of DISTRIBUTION CONFIGURATION products and services CHANNEL “competitive advantage” describes the channels describes the to communicate and arrangement of get in touch with activities and resources customers sums up the monetary describes the revenue consequences to run a COST FINANCE REVENUE streams through which business model STRUCTURE STREAMS money is earned Itemize specific areas in the operating structure that will need to change to accomplish the strategic and financial goalsSource: www.designforinnovation.com
  12. 12. Value Chain Focus Areas Product/ Company Product/ Product Product Solution Post Sales & Market Solution Billing Strategy Development Fulfill & Service Strategy Sales Install Product Strategy R&D & Product Dev. Sales Strategy & Billing & CollectionsStrategy & Planning Order Received Service Plan Portfolio Plan Strategy & Plan Planning Distributor/ ResellerMarket Strategy & Business Case Product & Sol Channel Billing & Collections Order Processed Service Test Segmentation Development Development Development End-Customer Product & Service Product & Sol Channel Service Remote Branding Prioritization & Order Fulfillment Testing Management Technical Support Gating Order Process End-Customer Product Specs Product Technical Customer Management & Service Quality Communications Definition Trial Raodshows Reporting Marketing Product Dev. Customer Remote Product Market Trial ecommerce Installation Campaigns Mngmt Support Business Product & Service Opportunity & Funnel Customer Solution Channel & Product IT Systems Intelligence Launch Management Integration Customer Support Segment Mngmt, Product Analysis & Supply Chain Analysis & Channel Training Channel Training Reporting Management Reporting Highlight key areas in Company KPI Manufacturing Channel Programs the value chain that will End-Customer Dashboards Training need focus to Inventory Mngmt & successfully implement Service Support CRM System Logistics strategic thrusts Systems Operations Mngmt Sales Analysis & Systems Reporting
  13. 13. Operational Plan Development Strategic Thrust Initiative Target Status Q1 Q2 Q3 Q4 Prime Improve Share of Wallet Introduce  X John Q. by xx% Execute  x Jane M.

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