Roadmap: Strategic Planning

EXECUTIVE STRATEGIC PLANNING

TEXT OUTLINE

OVERVIEW

ELEMENTS OF THE STRATEGIC THINKING PROCESS

  • Vision
  • Values
  • The External Assessment
  • Market Segments
  • Competitive Analysis
  • Trend Analysis
  • Internal Appraisal
  • Structure
  • Resources
  • Strengths, Limitations, Opportunities, and Threats
  • Strengths
  • Limitations
  • Opportunities
  • Threats

THE BUSINESS PLAN

  • Mission Statement
  • Examples of Vision and Mission Statements
  • Critical Goal Categories
  • Business Planning Goals
  • The Market Plan
  • Market Communications
  • The Sales Plan
  • Financial Budgeting
  • The Review Process
  • Summary

WORKBOOK OUTLINE

BUSINESS PLANNING SCHEMATIC

BASIC FOUNDATION AND BUSINESS PHILOSOPHY

VISION AND VALUES

  • Vision
  • Values

EXTERNAL ASSESSMENT

  • Market Segments and Opportunities
  • Product/Service Competitive Analysis
  • Organizational Competitive Analysis
  • Trend Analysis

INTERNAL APPRAISAL

  • Structure and Function
  • Resources
  • Strengths, Limitations, Opportunities, and Threats
  • S.L.O.T. Analysis

MISSION STATEMENT

CRITICAL GOAL CATEGORIES

THE MARKET PLAN

THE SALES PLAN

FOLLOW-UP TOOLS

  • Key Assumptions
  • Budget or Profit and Loss Forecast
  • Measurement/Creating a Dashboard
  • P and L Worksheet/Income Statement
  • Dashboard Development Worksheet
  • Strategic Plan Recap