Strategic Planning Forms

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Phase I

1) Preliminary Intelligence Gathering Templates (3 templates - 63 K)

• General Background Information SP - 100
• Financial Data SP - 101
• Key Opportunities and Problems SP - 102

2) Business Segmentation Templates (3 templates - 98K)

• Products and Services SP - 103
• Served Markets SP - 104
• Services/Served Markets Matrix SP - 105

Phase II

1) Six System Diagnostic Checklists (6 checklists - 298K)

• Environment SP 200
• Markets and Clients SP - 201
• Industry and Competition SP - 202
• Outputs SP - 203
• Internal Resources SP - 204
• Inputs SP - 205

2) External System Diagnostic Forms (3 forms - 95K)

• Environment System I Form SP - 206
• Markets and Clients System II Form SP - 207
• Industry and Competition Suystem III Form SP - 208

3) Internal System Diagnostic Forms (3 forms - 127K)

• Outputs System IV Form SP - 209
• Internal Resources System Form VSP - 210
• Inputs System Form VI SP - 211

4) Diagnosis Summary Form SP - 212 (1 form - 44K)

Phase III

1) Basic Strategies and Sub-Strategies Checklist SP 300 (86K)

2) Company Strategy and Objectives Forms (2 forms - 33K)

• Mission and Vision SP - 301
• Strategy Development SP - 302

3) Implementation Forms (5 forms - 157K)

• Program Formulation SP - 303
• Program Description SP - 304
• Action Plan SP - 305
• Master Timetable SP- 306
• Performance Indices SP - 307