Chart Sections Flashcards
1
Q
Culture
A
Purpose Vision Mission Branding Guiding Principles Core Values Core Behaviors Corporate Boundaries
2
Q
Overview: The Story
A
History Org Structure The Market Revenue Review Geographic Presence Product Mix/Share Customer Segmentation Business Objectives Strategic Timeframe
3
Q
Market Research
A
SWOT Analysis PESTE Analysis Porters Five Forces Model Demographic Model Competitive Analysis Economic Forecasts Customer Surveys/Needs Competitor Share/Analysis
4
Q
Strategy Formulation: Buisness
A
Business Unit Strategy Value Proposition Company Distinctives Core Competencies Corporate Strategy
5
Q
Strategy Formulation: Operational
A
Brand-Channel Strategy Product-Market Strategy Sales Growth Strategy Marketing Com Strategy Customer Serv Strategy Manufacturing Strategy Procurement Strategy Distribution Strategy Info Technology Strategy
6
Q
Long Term Planning
A
3 year Roadmap
Product Development
Manufacturing Technology
Information Technology
6 Aspects of Roadmaps
Market Revenue Customer Specific Cost Reduction New Technology Open Innovation Research
Strategy Initiatives
Key Challenges
Critical Success Factors
Key Performance Indicators
7
Q
Financial Plan
A
Decks/Levels of Income
Corporate Objectives Economic/Market forecasting New Product Introductions Sources of Change Risks and Opportunities
Pro Forma Financial Statements (1,2,3yr)
Decks/Levels of Expenses
Capital Budget Headcount & Salaried Plan Period Expenses Material Costs Variable Expenses
Chart Trend Analysis
8
Q
Operational Plan
A
Annual objectives – Level I,II,III. TOP 10 Strategic Projects Target Account Program Annual Customer Event Planning Annual Cost Out Projects Annual State of the Business
9
Q
Execution
A
Quarterly Level
Q.S.S. (Quarterly Strategy Session)
Q.B.R. (Quarterly Business Review)
Monthly Meetings
I.R.B. (Incident Review Board) C.R.M. (Customer Review Meeting) S.O.P. (Sales and Operational Planning) M.P.Y. (Most Profitable Year) N.P.I. (New Product Introduction) O.R.M. (Operations Review Meeting) Q.P.P. (Quarterly Project Plan)
