Gap Analysis Template

Document Sample
Gap Analysis Template Powered By Docstoc
					                                                                                                              GAP Analysis Tool (Basic)

Instructions
1. Use the GAPS tab at the bottom of this spreadsheet to analyze & resolve GAPs for your project or process

2. Under the "Target" column, define the business gap that needs to be resolved (examples are provided)

3. Under the "Current State" and "Goal State" columns, document the size of the gap

4. Provide a realistic "Timeline" for resolving this business gap

5. Identify "Actions Items" that will resolve the gap within the timeline
                                                                                                        GAP Analysis Tool (Basic)

[Insert Project or Process Name]


GAP     Target Item                Current State           Goal State           Timeline   Action Items

1       Prioritization             Ad hoc prioritization   Quarterly Exercise   Q1 2013    Develop prioritization framework

2       Formal Planning            Informal planning       Quarterly Exercise   Q1 2013    Standardize planning methodology

3       Governance                 Minimal oversight       Steering Committee   Q2 2013    Create Charter, build committee

4

5

6

7

8

9

10

11

12

13

14

15

16
17

18

19

20

21

22

23

24

25
                                                                                 GAP Analysis Template

Business Data & Information Assets

 GAP    Target Item                  Current State                Goal State                Timeline   Action Items
   1    Customer Data                Difficult to Access          Dashboard in place        Q3 2008    Identify data needs, build dashboard
   2    Retention Rates              Unknown                      Reviewed Quarterly        Q2 2008    Build data mart & reporting tools
   3    Project Data                 Not Centralized or Visible   Web based and Real Time   Q3 2008    Build Collaboration System
   4
   5
   6
   7
   8
   9
  10
  11
  12
  13
  14
  15
  16
  17
  18
  19
  20
  21
  22
  23
  24
  25
                                                                                                                                          GAP Analysis Template

Customer Relationship Management

 GAP   Target Item               Current State         Goal State                Timeline   Action Items
  1    Customer Service Calls    Not Done Frequently   Monthly Calls             Q1 2008    Create Customer Lifecycle Process & Schedule Tasks
  2    Customer Self-Service     Not Available         Online Customer Portal    Q2 2008    Evaluate Vendor Solutions and Customer Requirements
  3    Service Level Agreement   Not Defined           Defined and Distributed   Q3 2008    Draft Service Level Agreement and Send to Customers
  4
  5
  6
  7
  8
  9
  10
  11
  12
  13
  14
  15
  16
  17
  18
  19
  20
  21
  22
  23
  24
  25
                                                                                                                                                      GAP Analysis Template

Demand Generation

 GAP   Target Item                 Current State                Goal State                   Timeline   Action Items
  1    Lead Generation Strategy    Not Integrated & Measured    Defined and Measured         Q1 2008    Develop Lead Generation Scorecard and establish KPIs
  2    Lead Scoring                Not Scored for Quality       Lead Score Scaling System    Q2 2008    Research Lead Scoring Best Practices & Automation Tools
  3    Online & Search Marketing   No Pay Per Click Campaigns   Steady Stream of Web Leads   Q3 2008    Test Google AdWords Campaign and Measure ROI
  4
  5
  6
  7
  8
  9
  10
  11
  12
  13
  14
  15
  16
  17
  18
  19
  20
  21
  22
  23
  24
  25
                                                                                                                                               GAP Analysis Template

Sales

 GAP    Target Item            Current State           Goal State                   Timeline   Action Items
   1    Sales Training         No Formal Methodology   Adopt SPIN Selling Method    Q1 2008    Attend SPIN Selling Workshop & Distribute Book to Sales Team
   2    Key Account Planning   Not Being Completed     Account Plans for Top 25     Q2 2008    Conduct Account Scoring Exercise & Key Account Planning
   3    Productivity Metrics   Not Tracked             Daily Productivity Reports   Q3 2008    Create Daily Productivity Report and Measure Statistics
   4
   5
   6
   7
   8
   9
  10
  11
  12
  13
  14
  15
  16
  17
  18
  19
  20
  21
  22
  23
  24
  25
                                                                                                                                                  GAP Analysis Template

Performance Measurement

 GAP   Target Item               Current State             Goal State                    Timeline   Action Items
  1    Campaign Metrics          Not Captured or Defined   KPIs Defined & Reported       Q1 2008    Research Marketing Campaign Management Solutions
  2    Dashboards & Scorecards   No Systems in Place       KPIs Visualized & Monitored   Q2 2008    Conduct Dashboard Readiness Assessment & Budget for 2009
  3    Website Analytics         Available but not used    Weekly Reporting Schedule     Q1 2008    Implement Google Analytics and Schedule Reporting/Analysis
  4
  5
  6
  7
  8
  9
  10
  11
  12
  13
  14
  15
  16
  17
  18
  19
  20
  21
  22
  23
  24
  25
                                                                                                                                                          GAP Analysis Template

Market Research

 GAP   Target Item               Current State                  Goal State                     Timeline   Action Items
  1    Market Share              Unknown                        Quarterly Report               Q1 2008    Partner with Market Research Firm for our Industry
  2    Market Requirements       Minimal Input from Customers   Monthly Focus Group Session    Q2 2008    Research Focus Group providers and schedule first session
  3    Market Research Process   Not Defined                    Standardized Process/Reports   Q1 2008    Learn Best Practices and create research project template
  4
  5
  6
  7
  8
  9
  10
  11
  12
  13
  14
  15
  16
  17
  18
  19
  20
  21
  22
  23
  24
  25
                                                                                                                                                             GAP Analysis Template

Organizational Development

 GAP   Target Item                   Current State                Goal State                     Timeline   Action Items
   1   Knowledge Management          No Best Practices in Place   Best Practices on Intranet     Q1 2008    Update each section of Intranet to include Best Practices
   2   Training New Sales Recruits   Not Ramping up Quickly       First Sales within 1st Month   Q2 2008    Analyze & Improve Training Materials and Schedule
   3   Return on Investment Policy   Not Defined                  Standard Payback Period        Q1 2008    Work with Accounting to set hurdle rate for payback period
   4
   5
   6
   7
   8
   9
  10
  11
  12
  13
  14
  15
  16
  17
  18
  19
  20
  21
  22
  23
  24
  25
                                                                                                                                                         GAP Analysis Template

Human Resources

 GAP   Target Item           Current State                   Goal State                    Timeline   Action Items
  1    Hiring Process        Informal Questions/Evaluation   Stardardize Evaluations       Q1 2008    Create Interview Questions & Evaluation Tools
  2    Skills Assessments    Never Been Completed            Inventory Department Skills   Q2 2008    Use Marketing Skills Matrix to identify gaps in skill sets
  3    Performance Reviews   Completed Rarely                Tied to KPIs & Compensation   Q1 2008    Improve Performance Review tools and process
  4
  5
  6
  7
  8
  9
  10
  11
  12
  13
  14
  15
  16
  17
  18
  19
  20
  21
  22
  23
  24
  25
                                                                                                                                                       GAP Analysis Template

Systems & Technology

 GAP   Target Item                 Current State            Goal State                     Timeline   Action Items
   1   CRM                         Contact Database         Integrated Enterprise System   Q1 2009    Review business processes, select system, data migration
   2   Campaign Management         No Measurement           KPIs for all campaigns         Q2 2008    Implement Campaign Management system
   3   Content Management System   Outsourced Web Updated   Bring Management in-house      Q1 2008    Assess CMS vendors, select system, train internal staff
   4
   5
   6
   7
   8
   9
  10
  11
  12
  13
  14
  15
  16
  17
  18
  19
  20
  21
  22
  23
  24
  25
                                                                                                                                                 GAP Analysis Template

Product Management

 GAP   Target Item              Current State           Goal State                  Timeline   Action Items
  1    Prod. Dev. Process       Ad Hoc                  Standardized Methodology    Q1 2008    Select toolset and set policy for development process
  2    Feature Prioritization   Not being completed     Quarterly Prioritization    Q2 2008    Create product feature prioritization tool & process
  3    Product Launch           Un-coordinated effort   Standard Launch Procedure   Q1 2008    Develop Product Launch checklist and enforce adoption
  4
  5
  6
  7
  8
  9
  10
  11
  12
  13
  14
  15
  16
  17
  18
  19
  20
  21
  22
  23
  24
  25

				
DOCUMENT INFO
Description: Use this tool to identify the current state, and goal state, for a particular business item or process. The advanced GAP Analysis tool provides tabs & examples for: Strategic Planning, Business Data, Customer Relationship Management, Demand Generation, Sales, Marketing Performance Measurement, Market Research, Organizational Development, Human Resources.
This document is also part of a package Strategic Planning 23 Documents Included