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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
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BU STRATEGIC PLAN DEVELOPMENT
Environmental and internal assessment Strategic definition and implications
Industry • What are the major • What strategy will your BU
changes in industry Strategy pursue over the next 3 years?
dynamics and
dynamics and resulting articulation
implications
opportunities and risks?
+ +
• What are your competitive • What will be the impact of
Competitive strengths and Strategic major strategic initiatives?
assessment weaknesses? initiatives
+ +
• How does your current • What are the expected
Internal business emphasis fit with Financial financial returns of your
assessment industry opportunity and projections strategy?
competitive landscape?
+
Risk/contingen- • What strategic alternatives
cies & strategic have you considered?
alternatives
2
I. EXECUTIVE SUMMARY
Instructions:
The Executive Summary
provides a synthesis of the
Environmental and Internal
Assessments and the
resultant BU
Strategic Plans
3
II. ENVIRONMENTAL AND INTERNAL
ASSESSMENT
4
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?
A.2 How is industry structure changing
(demand, supply, and industry Instructions:
chain economics)? What are the
resulting opportunities and risks? These subsections
contain a 1-2 sentence
A.3 What is the expected competitor summary of the relevant
conduct? What are the resulting
findings
opportunities and risks?
A.4 What are the present and future
external factors that could present
new opportunities and risks?
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IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – BACK-UP 1
A.1 What industry are you • Industry definition
• Industry segmentation
competing in? What are – Definition
the various segments in – Sizing Instructions:
the industry?
Exhibit 1 could provide
a useful framework for
Industry definition:
answering this question
Industry segmentation:
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IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – BACK-UP 2
• Economics of demand
A.2 How is industry – By segment
structure changing with – Substitutes, ability to differentiate
respect to demand, – Volatility, cyclicality Instructions:
• Economics of supply
supply, and industry – Producer concentration and diversity Exhibit 2,3 or 4 could provide
chain economics? What – Import competition
– Capacity utilization
a useful framework for
are the resulting – Entry/exit barriers answering this question
opportunities and – Cost structure (fixed and variable)
risks? • Industry chain economics
– Customer and supplier bargaining power
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IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – BACK-UP 3
A.3 What is the expected • Major industry competitor moves
– Marketing initiatives
competitor conduct? – Industry capacity changes
–
Instructions:
What are the resulting M&As, divestitures
opportunities and
– Vertical integration/disaggregation Exhibit 2,3 or 4 could provide
– Alliances and partnerships
risks? – Cost control and efficiency improvements a useful framework for
answering this question
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IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – BACK-UP 4
A.4 What are the present • Impact and likelihood of major industry discontinuities
– Changes in regulation/government policy
and future external – Technological breakthroughs
factors that could
Instructions:
present new Exhibit 2,3 or 4 could provide
opportunities and a useful framework for
risks? answering this question
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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 Instructions:
this industry? These subsections
contain a 1-2 sentence
summary of the relevant
B.2 How do you compare findings
against these necessary
capabilities?
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