OpportunityAssessmentChecklistToolStrategyChecklist*Note:Thischecklistshouldbeappliedtotheoverallcompany,aswellaseachkeyfunctionalarea(e.g.,Sales,Production,etc.).AseparatestrategychecklistisNOTprovidedforeachkeyfunctionalarea.AreasofFocusCollectInformation/EstablishBaselinePerformAnalysesOverallCompany·Identifycorecompetency·Identifyareasofexcellenceandliabilityareas·Constructvaluechain·Determinevaluechainleveragepoints·Determineifcorecompetency,valuechainleveragepointsandareasofexcellencearebeingusedoptimallytoachievesuccess·Determinetheimpactofliabilityareas·Identifycurrentmission·Obtainexistingdocumentationofmission·Determinecompanycommitmentandadherenceto/applicabilityofmission·Identifycurrentstrategy·Obtainexistingdocumentationofstrategicplanandrelatedactionplans·Obtainhigh-levelcompanyperformancemeasuresandthecompany’srecordofmeeting/exceedingthosemeasures·Determinecompanycommitmenttocurrentstrategy·Determineappropriatenessoforganization-levelperformancemeasures·Evaluateimplementationofactionplanslinkedtostrategyandassessactionsplansforfuturebyusingmarket,customerandcompetitiveinformation·Mapcurrentstrategicplanningprocess·Determineabilityofcurrentstrategicplanningprocesstomeetbusinessneeds·Obtaincompanyinputaboutcriticalissuesfacingthecompanythroughmanagementinterviews,workshops(e.g.,InterActfacilitation,processmapping,etc.)·Reviewcurrentbusinessenvironment(highlevelinternalandexternalissues)·Determinestrategicissuesfacingthecompanyintermsofproduct,customers/markets,internalprocesses,etc.·Determineifcurrentstrategyadequatelyaddressesthestrategicissues1OpportunityAssessmentChecklistTool·Definecurrentproduct/serviceoffering·Definecustomermarket·Definecompetitivesituation·Determineifstrategyiseffectiveinand/oradaptabletochangesthathaveoccurredinthemarketenvironment2OpportunityAssessmentChecklistToolOrganizationAlignmentChecklist*Note:Thischecklistshouldbeappliedtotheoverallcompany,aswellaseachkeyfunctionalarea(e.g.,Sales,Production,etc.).AseparateorganizationalignmentchecklistisNOTprovidedforeachkeyfunctionalarea.AreasofFocusCollectInformation/EstablishBaselinePerformAnalysesOverallCompany·Obtainrecentcompanyresearchoncustomerwants/needs·Obtaindataoncustomerdemographicsandsegments·Examinecustomerdemographics,segments,etc.,todefine“whocustomersare”·Determinestandardsusedbycustomerstojudgethevalueoftheproduct/serviceline·Examineresponseofcompanytocustomerwants/needsintermsofproductline,serviceaftersale,policies,etc.·Determineeffectivenessofcustomerresearch(e.g.,customersatisfaction,demographics,segments,etc.)·Determineflexibilityofcompanytorespondtochangesincustomerwants/needs·Obtaindataoncustomersatisfaction(e.g.,fromcompanystatistics,customerinterviews,etc.)·Determinehowcompanygetsinformationfromitscustomersconcerningitsproducts/services·Defineinternalandexternalcustomer·Determinesatisfactionofinternalandexternalcustomers·Definecurrentmarketenvironment(e.g.,keyplayers,economictrends,consumertrends,etc.)·Identifyrecentmarketchanges·Examineresponseofcompanytochangesinthemarket/competitiveenvironment·Determineflexibilitytorespondtomarketchanges·Obtaincompanyorganizationchart·Obtaincompanypoliciesandproceduresdocumentation·Determineifcompany’sorganizationstructurealignswithcustomersandthemarket·Determineifthecompanycanred...
