strategic analyses, planning and implementation template
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This template provides with a tentative working outline of various elements to be considered while preparing for strategic analyses based decision-making in an organizational context. Moreover, the university graduates, teaching faculty members and freelance consultants may take benefit out of this template in shaping their work more rationally with holistic coverage.TRANSCRIPT
STRATEGIC PLANNING
OF
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KATHMANDU, NEPAL
ANALYSES & PLANNING BY
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SEPTEMBER 2014
SECTION I: PREAMBLE
1.1. Institutional Identity
Name of the Institution: -------------------------------------------------------------------------------
Year of establishment: ___________
Key promoters: --------------------------------------------------------------------------------------
Business specialization: ____________________________________________
Market coverage: ______________________________________________
No. of strategic units as of August 2014: -----------------
Location: -------------------------------------------------------------
Head of the institution: ___________________________________
1.2. Mission
1.3. Vision
1.4. Goals
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1.5. Objectives
1.6. Working Principles
1.7. Priorities
1.8. Value System
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SECTION II: STRATEGIC ANALYSIS
2.1. External Analysis
2.1.1. Customer Analysis
1. The market segment/s that the institution serves for:
i. ---------------------------------------------------
ii. ---------------------------------------------------
iii. ---------------------------------------------------
iv. -----------------------------------------------------
v. -----------------------------------------------------
2. The specific customer needs that neither this organization nor others have yet met:
i. ----------------------------------------------------------------------------------------------
ii. ----------------------------------------------------------------------------------------------
iii. ----------------------------------------------------------------------------------------------
iv. ----------------------------------------------------------------------------------------------
3. The core concerns of the customers regarding this institution:
A. Customers:
i. -------------------------------------------------------------------------------------
ii. -------------------------------------------------------------------------------------
iii. -------------------------------------------------------------------------------------
B. Employees:
i. -------------------------------------------------------------------------------------
ii. -------------------------------------------------------------------------------------
iii. -------------------------------------------------------------------------------------
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C. Other stakeholders:
i. ------------------------------------------------------------------------------------
ii. ------------------------------------------------------------------------------------
iii. --------------------------------------------------------------------------
4. The institution defines the attractiveness of its market segment/s in general as:
i. -------------------------------------------------------------------------------------
ii. -------------------------------------------------------------------------------------
iii. -------------------------------------------------------------------------------------
5. The core problems generally created by one or two specific market segment/s:
i. -------------------------------------------------------------------------------------
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ii. -------------------------------------------------------------------------------------
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iii. -------------------------------------------------------------------------------------
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2.1.2. Market Analysis
6. General assessment of the market size in which the institution is operating at present, and
how it may increase/decrease in future:
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7. The growth patterns of the market size over the time:
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8. General assessment of the profitability of the market segments served for:
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9. The cost structure of the services/offerings to the selected market segments, and the general difference of cost of services across the segments:
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10. Availability of the specialized agencies that could better serve the institution to facilitate its customers. To what extent has the institution been taking their services? Explain.
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11. New developments seen in this market since last five years, and the extent to which the institution has been affected by these developments.
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12. Key success factors promoting the institution to lead in the selected market segments:
1. -------------------------------------------------------------------------------------------------------
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2. -------------------------------------------------------------------------------------------------------
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3. -------------------------------------------------------------------------------------------------------
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4. -------------------------------------------------------------------------------------------------------
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13. Fill up the following figure with to-the-point statements:
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Threats of new institutions coming in the same market
Threats of substitute offers
Competitiveness among the industry
Bargaining power of the customers Bargaining power of the suppliers
2.1.3. Competitor Analysis
14. The THREE of the closest competitors in ranking order:
i. ---------------------------------------------------------------------------------------------------
ii. ---------------------------------------------------------------------------------------------------
iii. ---------------------------------------------------------------------------------------------------
15. Organizational competitive position among the top competitors:
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o Rank I
o Rank II
o Rank III
o Within top 5
o Within top 10
o Beyond top 10
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16. How are the competitors distinct from this institution? What are their distinctive features better than this institution?
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17. How is this institution distinct from the competitors in terms of its selected business offering and institutional features?
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18. What are the key reaction patterns of the nearest competitors?
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19. The THREE competitors that this institution needs to avoid:
i. -------------------------------------------------------------------------------------------------
ii. ------------------------------------------------------------------------------------------------
iii.
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20. The THREE competitors that this institution needs to really consider:
i. -------------------------------------------------------------------------------------------------
ii. ------------------------------------------------------------------------------------------------
iii. -------------------------------------------------------------------------------------------------
21. A competitor that the institution has no capacity to compete with:
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22. Explanation of the intelligence on what some of the competitors are going to do in near future so as to capture more market share.
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23. How will they affect the business of this institution?
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2.1.4. Environment Analysis
24. How do you project the impact of overall macro environment on overall industry that this institution specializes in? Outline the key aspects.Impact of Political Legal Environment Impact of Socio-cultural Environment
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Impact of Technological Environment Impact of Economic Environment
Impact of Global Environment Impact of Other External Factors
25. What should be done to overcome the above stated problems?Responding to Political Legal Environment Responding to Socio-cultural Environment
Responding to Technological Environment Responding to Economic Environment
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Responding to Global Environment Responding to Other External Factors
26. Fill up the following figure (OTCP Analysis)
Market Opportunities Prevailing Threats
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Strategic Constraints Institutional Problems
2.2. Internal Analysis
2.2.1. Performance Analysis
27. Rating of the institution’s overall performance in terms of --
1. Employee/business associate development:
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2. General stakeholder support/development:
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3. Special ownership of concepts, trademarks, etc.:
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4. Process improvement:
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5. Working environment and infrastructure development:
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6. Profit maximization:
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7. Others:
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2.2.2. Analysis of Strategic Options
28. List of all direct and indirect operations/services that this institution offers.
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29. The competitive and sustainable positional placement of the business offering/services of ----------------- the institution, and tentative strategic options the institution should opt.
Rising Stars Question Marks
Service/s
Strategic Options
Service/s
Strategic Options
Cash Cows Hungry Dogs
Service/s
Strategic Options
Service/s
Strategic Options
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2.3. SWOT Analysis
30. What do the promoters, financers, administrators, customers, staff, supervisors, trainers, competitors, and other community members of the institution speak about its organization’s core competencies and weaknesses. To be condensed through longitudinal panel discussions:
Strengths Weaknesses
Opportunities Threats
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31. The selective inputs on how could this institution could be able to cash on its strengths, and materialize the opportunities so as to minimize the risk of weaknesses and threats.
S vs. W Strategy O vs. T Strategy SO vs. W Strategy SO vs. T Strategy
32. Identification of at least THREE things that are highly important for this institution but beyond the institutional capacity so as to strategically manage this institution.
1. -------------------------------------------------------------------------------------------------------
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2. -------------------------------------------------------------------------------------------------------
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3. -------------------------------------------------------------------------------------------------------
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4. -------------------------------------------------------------------------------------------------------
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5. -------------------------------------------------------------------------------------------------------
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SECTION III: ANALYSIS OF STRATEGIC ALTERNATIVES
3.1. Strategic Options33. The THREE aspects each against the given strategic alternatives so as to achieve institutional success.
StrategicAlternatives
THREE Strategic Problems THREE Potential Solutions
Survival
Sustain
Differentiation
Growth
Diversification
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Business offering Customization
Standardization
Globalization
3.2. Prioritizing the Options34. Among the above-stated problems and strategies, which ones should be focused the first and why? Select the top five strategies randomly from any components of item 33 and provide reason for doing so.
Top Five Strategic Choices Priority Reasons
1.
2.
3.
4.
5.
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3.3. General Strategic Planning
35. Outline the short-term and long-term plans to address the selected strategies.Top Five Strategic Choices Short-Term Plans Long-Term Plans
1.
2.
3.
4.
5.
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SECTION IV: BUSINESS/SERVICE PLANNING, DEVELOPMENT AND IMPLEMENTATION
4.1. Product/Service Planning and Development36. On the basis of above deducted strategic analysis and alternatives, develop a detailed plan covering each functional aspect of the institutional system so as to facilitate in the self-execution of pre-determined set of strategic alternatives. To do so, complete the following checklist of 7Ps.
Indicators Intended Action Programs
P1: ------------------------------
P2: ------------------------------
P3: ------------------------------
P4: ------------------------------
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P5: ------------------------------
P6: ------------------------------
P7: ------------------------------
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4.2. Implementation, Monitoring, and Control (IMC) Mechanism of the Plan 37. On the basis of above detailed master plan, develop a detailed mechanism covering the implementation, monitoring, and control system for each functional aspect of the institutional system so as to facilitate for the self-execution of the pre-determined set of master plan. To do so, complete the following checklist of 7Ps.
Indicators Intended Action Programs for (IMC)
P1: ------------------------------
P2: ------------------------------
P3: ------------------------------
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P4: ------------------------------
P5: ------------------------------
P6: ------------------------------
P7: ------------------------------
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