CONFIDENTIAL

Strategic Plan Report Template

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TABLE OF CONTENTS

I. Executive summary

II. Environmental and internal assessmentA. Industry dynamics and its implicationsB. Competitive assessmentC. Internal assessment

III. Strategic definition and implicationsA. Strategy articulationB. Strategic initiativesC. Financial projectionD. Risks/contingencies and strategic

alternatives

IV. Exhibits

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BU STRATEGIC PLAN DEVELOPMENT

Industry dynamics and implications

Environmental and internal assessment

Competitive assessment

Internal assessment

• What are the major changes in industry dynamics and resulting opportunities and risks?

• What are your competitive strengths and weaknesses?

• How does your current business emphasis fit with industry opportunity and competitive landscape?

Strategy articulation

Strategic definition and implications

Strategic initiatives

Financial projections

• What strategy will your BU pursue over the next 3 years?

• What will be the impact of major strategic initiatives?

• What are the expected financial returns of your strategy?

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Risk/contingen-cies & strategic alternatives

• What strategic alternatives have you considered?

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I. EXECUTIVE SUMMARY

Instructions:The Executive Summary

provides a synthesis of theEnvironmental and Internal

Assessments and theresultant BU

Strategic Plans

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II. ENVIRONMENTAL AND INTERNAL ASSESSMENT

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IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – SUMMARY

A. What are the major changes in industry dynamics and the resulting opportunities and risks?

A.2 How is industry structure changing (demand, supply, and industry chain economics)? What are the resulting opportunities and risks?

A.3 What is the expected competitor conduct? What are the resulting opportunities and risks?

A.4 What are the present and future external factors that could present new opportunities and risks?

A.1 What industry are you competing in? What are the various segments in the industry?

Instructions:The answer to this

overarching questionrequires a recapitulation

of the section’s mainfindings

Instructions:These subsections

contain a 1-2 sentencesummary of the relevant

findings

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IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – BACK-UP 1

A.1What industry are you competing in? What are the various segments in the industry?

• Industry definition• Industry segmentation

– Definition– Sizing Instructions:

Exhibit 1 could providea useful framework for

answering this questionIndustry definition:

Industry segmentation:

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IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – BACK-UP 2

A.2How is industry structure changing with respect to demand, supply, and industry chain economics? What are the resulting opportunities and risks?

• Economics of demand– By segment– Substitutes, ability to differentiate– Volatility, cyclicality

• Economics of supply– Producer concentration and diversity– Import competition– Capacity utilization– Entry/exit barriers– Cost structure (fixed and variable)

• Industry chain economics– Customer and supplier bargaining power

Instructions:Exhibit 2,3 or 4 could provide

a useful framework foranswering this question

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IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – BACK-UP 3

A.3 What is the expected competitor conduct? What are the resulting opportunities and risks?

• Major industry competitor moves– Marketing initiatives– Industry capacity changes– M&As, divestitures– Vertical integration/disaggregation– Alliances and partnerships– Cost control and efficiency improvements

Instructions:Exhibit 2,3 or 4 could provide

a useful framework foranswering this question

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IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – BACK-UP 4

A.4 What are the present and future external factors that could present new opportunities and risks?

• Impact and likelihood of major industry discontinuities– Changes in regulation/government policy– Technological breakthroughs Instructions:

Exhibit 2,3 or 4 could providea useful framework for

answering this question

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IIB. COMPETITIVE ASSESSMENT – SUMMARY

B. What are your competitive strengths and weaknesses?

B.1 What are the capabilities required to succeed in this industry?

B.2 How do you compare against these necessary capabilities?

Instructions:The answer to this

overarching questionrequires a recapitulation

of the section’s mainfindings

Instructions:These subsections

contain a 1-2 sentencesummary of the relevant

findings

THIS IS ONLY A PARTIAL VIEW OF THE FULL DOCUMENT. THE REMAINING PAGES ARE INTENTIONALLY NOT SHOWN. THEY ARE SHOWN ONLY IN THE MEMBERS DOWNLOAD AREA.

ADDITIONAL TEMPLATE PREVIEWS

Strategic Plan Workbook II

Environmental Analysis Model

SWOT Analysis Model

Strategic Business Plan Workbook

Strategic Plan Workbook III

Strategic Plan Report Writer Template-2

Strategic Plan Report Writer Template-1

Presentation and Report Charts and Graphics - Big

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Strategic Planning Facilitator's Guide

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