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SAMPLE TABLE OF CONTENTS

NOTE OF APPRECIATION (THANK YOU) TO CLIENT

EXECUTIVE SUMMARY/ABSTRACT

TABLE OF CONTENTS

1.0 INTRODUCTION (IMPORTANCE OF STRATEGIC PLANNING)

1.1 PURPOSE OF STRATEGIC ANALYSIS PROJECT (SPECIFIC TO YOUR CLIENT)

1.2 KEY TERMINOLOGY

2.0 TRENDS AND SITUATIONAL ANALYSIS (PAST, PRESENT, FUTURE)

Mini Introduction to this Section

2.1 Company Overview (Brief History) Past

· Timeline Approach

2.2 Industry Overview (Current Trends) Present

· Strategic Group Map

2.3 Prospects Overview (Future Trends) Future

· Change & Uncertainty (4 Levels of Uncertainty)

· Clear Enough Future

· Alternate Future

· Range of Futures

· True Ambiguity

Mini Conclusion to this Section

3.0 STRATEGY FORMULATION

Mini Introduction to this Section

3.1 Vision (Current and New + Rationale for the New Vision Statement)

3.2 Mission (Current and New + Rationale for the New Mission Statement)

3.3 Core Values + Rationale for Core Values

3.4 Objectives

· Financial Objectives Measurable + Intended Outcome

· Strategic Objectives Measurable + Intended Outcome

Mini Conclusion to this Section

4.0 INTERNAL ANALYSIS

Mini Introduction to this Section

4.1 Resources

· Tangible (plant, equipment, finances, location, human assets)

· Intangible (technology, intellectual property, culture, reputation)

4.2 Capabilities/Functional Areas (Marketing, Management-HR, Leadership, Distribution, Accounting, Finance, IT)

4.3 Core Competencies-Identify

· Collection of cross-functional capabilities (i.e. cross departments)

4.4 Distinctive Competency

· The core competency that is by far superior to the competition

4.5 VRIO Framework

· Value (Does it provide customer value and competitive advantage?)

· Rareness (Do no other competitors possess it?)

· Imitability (Is it costly for others to imitate?)

· Organization (is the firm organized to exploit the resource?)

4.6 SWOT & TOWS Framework

4.7 Value Chain Analysis

4.8 Performance - Financial Ratio Analysis

· Liquidity

· Leverage

· Activity

· Profitability

4.9 Organizational Structure-Portrayed and Analyzed

Mini Conclusion to this Section

5.0 EXTERNAL ENVIRONMENTAL ANALYSIS

Mini Introduction to this Section

5.1 Competitors- Identification and Analysis

5.2 External Stakeholder Identification + Rationale

5.3 Industry Lifecycle Analysis

5.4 External Factor Analysis (EFAS)

5.5 PESTEL Analysis

· Political

· Economic (GDP trends, interest rates, disposable income)

· Sociocultural (Demographics, age distribution)

· Technological (software acquisition, patents, intellectual property protection, privacy issues)

· Ecological

· Legal

Mini Conclusion to this Section

6.0 RECOMMENDATIONS

Mini Introduction to this Section

· TOWS Analysis

· Product Recommendations

· Pricing Recommendations

· Promotion/ Sales and Marketing Recommendations

· Target Market Area Recommendations

· Template for Annual Report

· Template for Marketing Plan

· Others.

Mini Conclusion to this Section

BIBLIOGRAPHY

APPENDIX

REFERENCES