Chart Sections

Question 1

Culture

Answer 1

Purpose
Vision
Mission
Branding
Guiding Principles
Core Values
Core Behaviors
Corporate Boundaries

Question 2

Overview: The Story

Answer 2

History
Org Structure
The Market
Revenue Review
Geographic Presence
Product Mix/Share
Customer Segmentation
Business Objectives
Strategic Timeframe

Question 3

Market Research

Answer 3

SWOT Analysis
PESTE Analysis
Porters Five Forces Model
Demographic Model
Competitive Analysis
Economic Forecasts 
Customer Surveys/Needs
Competitor Share/Analysis

Question 4

Strategy Formulation: Buisness

Answer 4

Business Unit Strategy
Value Proposition
Company Distinctives
Core Competencies
Corporate Strategy

Question 5

Strategy Formulation: Operational

Answer 5

Brand-Channel Strategy
Product-Market Strategy
Sales Growth Strategy
Marketing Com Strategy
Customer Serv Strategy
Manufacturing Strategy
Procurement Strategy
Distribution Strategy
Info Technology Strategy

Question 6

Long Term Planning

Answer 6

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

Question 7

Financial Plan

Answer 7

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

Question 8

Operational Plan

Answer 8

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

Question 9

Execution

Answer 9

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)