Strategic Plan Report Template CONFIDENTIAL Strategic Plan Report Template

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

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?

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

II. ENVIRONMENTAL AND INTERNAL ASSESSMENT

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?

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:

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

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

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

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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