Strategy Workshop


Aim: to build a Strategic Plan for “your company” to gain clarity and
to move forward and ideally create an exit plan for the owners
1. What is your company all about?
1.1.1. What is it the company does now?
1.1.2. Who do you do it for and how do you do it?
1.1.3. Why do you do it and is it what is wanted?
1.1.4. How long have you been trading?
1.1.5. Who does what from a central point of view?
1.1.6. What do your clients think about what you do?
1.1.7. Why do your clients continue to use you?
2. What is this process all about?
2.1.1. What do you want to get from today’s process on a basic selfish level something you can commit to in writing.
2.1.2. Where would you like the company to be in 3,5,10,15 years (anything less than 3 years are tactics not strategy and should be dealt with by management)
2.1.3. Have you got a statement of “passion” 150 – 200 words on why you are in this business… if not now is the time to prepare it
3. What is your role in this?
3.1.1. What is it exactly what you do now?
3.1.2. What did you do yesterday?
3.1.3. How do you do it?
3.1.4. Why do you do it?
3.1.5. Did you do it well enough or superbly well?
4. Inside Out – where are we now?
4.1. INTERNAL – current situation only
4.1.1. Your business – products and services – trends and description
4.1.2. Customers and Marketing
4.1.3. Sales
4.1.4. Group structure
4.1.5. Management Team/ HR

4.2. EXTERNAL – current situation only
4.2.1. The economy & business environment
4.2.2. The Market Place
4.2.3. Competition – who are they, what do they offer
4.2.4. Market share
4.2.5. E-commerce/ technology
5. Where are you now – the analysis?
5.1. MOST Analysis
5.2. Company Ownership
5.3. External Analysis
5.4. Target Customers and Market Dynamics
5.5. Competitor Analysis
5.6. SWOT Analysis
6. What could you do better?
6.1. Aspects of the business we don’t like to look at
6.2. Grow or die concept
6.3. Processes
6.4. Sales pipeline management
6.5. Employee relations
6.6. Working structure
6.7. Professional Management
6.8. Making Your Company attractive to potential buyers/partners
7. Agree where do we want to be?
7.1. For the company
7.1.1. What are the options likely to be and when
7.1.2. Are they planned for
7.1.3. How are we managing these plans
7.1.4. What happens when they off track
7.1.5. Who is in control of these
7.2. For the business owners
7.2.1. What are the options likely to be and when
7.2.2. Are they planned for
7.2.3. How are we managing these plans
7.2.4. What happens when they off track
7.2.5. Who is in control of these
8. How are you going to get there?
8.1. Formation of a Company Strategy
8.1.1. Stage by stage
8.1.2. Working from the end goal back to where we agreed we are now
8.1.3. Implementation plan to include resources required
8.2. Agree a company strategy
8.2.1. Plans to implement that Strategy
8.2.2. staff/money/equipment
8.2.3. Making someone responsible for the business development (not sales)
8.3. Timeline – when will this be achieved?
8.3.1. Breakdown the plan into logical small steps
8.3.2. Give an indication as to expectations of when this will be completed
8.3.3. Set in place milestones and time limits to the plan
8.3.4. Agree what will happen when the plan gets delayed
9. Action Plan – what happens next?
9.1.1. Who does what, in what order and when
10. Roundup and review
10.1.1. Where next what is going to happen tomorrow?

Overview of the key areas to be addressed

11. BUSINESS VISION – What is You Company all about?
• Mission
• Objectives
• Strategy
• Tactics

12. SWOT

Strengths
Weaknesses
Opportunities
Threats

SWOT Analysis – Example Criteria

PEST Analysis – Example Criteria

PEST analysis (political, economical, social, and technological) assesses a market, including competitors, from the standpoint of a particular proposition or a business.

POLITICAL
criteria examples

ecological/environmental current legislation
future legislation
international legislation
regulatory bodies and processes
government policies
government term and change
trading policies
funding, grants and initiatives
home market pressure- groups
international pressure- groups
wars and conflicts

ECONOMICAL
criteria examples

home economy
economy trends
overseas economies
general taxation
taxation specific to product/services
seasonality issues
market/trade cycles
specific industry factors
market routes trends
distribution trends
customer/end-user drivers
interest/ exchange rates
international trade and monetary issues

SOCIAL
criteria examples

lifestyle trends
demographics
consumer attitudes and opinions
media views
law changes affecting social factors
brand, company, technology image
consumer buying patterns
fashion and role models
major events and influences
buying access and trends
ethnic/religious factors
advertising and publicity
ethical issues

TECHNOLOGICAL
criteria examples

competing technology development
research funding
associated/dependent technologies
replacement technology/solutions
maturity of technology
manufacturing maturity and capacity
information and communications
consumer buying mechanisms/technology
technology legislation
innovation potential
technology access, licencing, patents
intellectual property issues
global communications

In Summary; The main sections we have highlighted are:

 Business Mission
 Company Ownership
 External Analysis
 Target Customers and Market Dynamics
 Competitor Analysis
 SWOT Analysis
 Company Strategy
 Company Objectives
 Financial Statements

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