0. Strategic Plan Report Template
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Strategic Plan Report Template

1. TABLE OF CONTENTS I. Executive summary
II. Environmental and internal assessment
A. Industry dynamics and its implications
B. Competitive assessment
C. Internal assessment
III. Strategic definition and implications
A. Strategy articulation
B. Strategic initiatives
C. Financial projection
D. Risks/contingencies and strategic alternatives
IV. Exhibits

2. BU STRATEGIC PLAN DEVELOPMENT
Environmental and internal assessment
Strategic definition and implications
Industry dynamics and implications
What are the major changes in industry dynamics and resulting opportunities and risks?
Strategy articulation
What strategy will your BU pursue over the next 3 years? + +
Competitive assessment
What are your competitive strengths and weaknesses?
Strategic initiatives
What will be the impact of major strategic initiatives? + +
Internal assessment
How does your current business emphasis fit with industry opportunity and competitive landscape?
Financial projections
What are the expected financial returns of your strategy? +
Risk/contingen-cies & strategic alternatives
What strategic alternatives have you considered?

3. I. EXECUTIVE SUMMARY Instructions:
The Executive Summary provides a synthesis of the Environmental and Internal Assessments and the resultant BU
Strategic Plans

4. II. ENVIRONMENTAL AND INTERNAL ASSESSMENT

5. IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – SUMMARY
A. What are the major changes in industry dynamics and the resulting opportunities and risks?
Instructions: The answer to this overarching question requires a recapitulation of the section’s main findings
A.1 What industry are you competing in? What are the various segments in the industry?
Instructions: These subsections contain a 1-2 sentence summary of the relevant findings
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?

6. IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – BACK-UP 1
A.1 What industry are you competing in? What are the various segments in the industry?
Industry definition
Industry segmentation
Definition
Sizing
Instructions: Exhibit 1 could provide a useful framework for answering this question
Industry definition:
Industry segmentation:

7. IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – BACK-UP 2
A.2 How 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 for answering this question

8. 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 for answering this question

9. 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 provide a useful framework for answering this question

10. IIB. COMPETITIVE ASSESSMENT – SUMMARY
B. What are your competitive strengths and weaknesses?
Instructions: The answer to this overarching question requires a recapitulation of the section’s main findings
B.1 What are the capabilities required to succeed in this industry?
Instructions: These subsections contain a 1-2 sentence summary of the relevant findings
B.2 How do you compare against these necessary capabilities?

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