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Gap Analysis Template Finance and Investments

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Gap Analysis Template Finance and Investments
2011

Docstoc Inc.









GAP ANALYIS TEMPLATE

GAP Analysis is a tool that can be used to compare projected performance against

actual performance.



GAP Analysis is used to identify areas and/or processes that require improvement.



Identifying what an organization’s goals are and how to achieve them consists of

identifying gaps in projected solutions and in processes.









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Gap Analysis Template:

(Use this template as a tool to assist you in evaluating where your organization now stands and

where your organization wants to be, per the determined time frame goal.



To use this template, (1) date your template. (2) Follow through on each item with a “Yes” or

“No” checkmark and any comments; if there is an item that is not applicable, note “N/A” for the

item. (3) Go through the “No” checkmarks with appropriate company representative(s,) and

obtain the necessary information. All items should be checked as “Yes” or “N/A.”



Wherever indicated, include quantitative calculations.)





Organization & Business Direction Gap Y N Comments

Is the organization a going concern and does it have a long-

term plan?

Is the long-term plan consistent with the corporate goal

objectives?

Is there a process to monitor programs and processes?

Are expectations and goals in line with the direction

established?





Usage Gap Y N Comments

(1) Has our market potential usage been established?

What is the potential usage amount? ___________________

(2) Has the current consumer usage been established for our

market?

What is the current usage amount? ____________________

Has the gap between the potential and actual market usage

been established?

What is gap between the potential and actual market usage

amounts [item (1) minus item (2)]? ___________________





Processing Gap — Operations Y N Comments

(1) Has our processing potential usage been established?

What is the potential usage amount? ___________________

(2) Has the current processing usage been established for our

market?

What is the current processing amount? ________________

Has the gap between the potential and actual processing

usage been established?

What is gap between the potential and actual processing



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Processing Gap — Operations Y N Comments

usage amounts [item (1) minus item (2)]? _______________





Processing Gap — Management Y N Comments

(1) Will Management and/or Senior Leadership implement

programs necessary to meet the potential requirements for

the allocation of resource needs?

What is the potential resource amount? _________________

(2) Does Management and/or Senior Leadership have a

program in place to meet the current requirements for the

allocation of resource needs?

What is the current resource amount? _________________

Has the gap between the potential and actual management

program usage been established?

What is gap between the potential and actual management

program and resource utilization usage amounts [item (1)

minus item (2)]? ____________________





Processing Gap — Support Services Y N Comments

(1) Will the appropriate Support Services be available to

implement programs necessary to meet the potential

requirements for the allocation of personnel needs?

What is the potential personnel amount? ________________

(2) Are the appropriate Support Services available to address

current programs necessary to meet current requirements

for the allocation of personnel needs?

What is the potential personnel amount? ________________

Has the gap between the potential and actual personnel

utilization for program usage been established?

What is gap between the potential and the actual personnel

utilization usage amounts [item (1) minus item (2)]?

____________________









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