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Strategic Audit (
Strategy In Motion
process)
Listen and Learn
1.
Please share the name of your organization.
2.
Please share your name and role.
3.
Please indicate the revenue range for your organization.
<$10 Million
$10-$100 Million
$100 - $500 Million
>$500 Million
4.
The number of employees in your organization?
<20 employees
20-100 employees
100-500 employees
500-1000 employees
>1000 employees
5.
Please indicate your level of experience with Strategic Planning.
1 - none, Not familiar
2 - some experience
3 - familiar
4 - very experienced
5 - expert
6.
Please share your current strategic challenges and business needs.
7.
Please share your current leadership/people challenges and business needs.
8.
The following set of questions are important as we prepare to plan. This information helps as we gather information in the
Listen and Learn Phase.
0 - no (don't have it)
1 - have parts of it
2 - have done it before, not current
3 - have it, current
4 - in place, fully utilized
1. We have analyzed our
Customers
by revenue and profit and know our Ideal Client.
0 - no (don't have it)
1 - have parts of it
2 - have done it before, not current
3 - have it, current
4 - in place, fully utilized
2. We have analyzed our
Competitors
by products and markets and know the top five. We have identified their biggest strengths, weaknesses, and threat level.
0 - no (don't have it)
1 - have parts of it
2 - have done it before, not current
3 - have it, current
4 - in place, fully utilized
3. We have analyzed the
Industry
and understand the key trends and challenges.
0 - no (don't have it)
1 - have parts of it
2 - have done it before, not current
3 - have it, current
4 - in place, fully utilized
4. We have surveyed our
Customers
and know why they buy from us (differentiators).
0 - no (don't have it)
1 - have parts of it
2 - have done it before, not current
3 - have it, current
4 - in place, fully utilized
5. We have gathered
strategic input from our Employees
(start, stop, and continue).
0 - no (don't have it)
1 - have parts of it
2 - have done it before, not current
3 - have it, current
4 - in place, fully utilized
6. We have three years of
past financial statements
(profit and loss) and understand current momentum.
0 - no (don't have it)
1 - have parts of it
2 - have done it before, not current
3 - have it, current
4 - in place, fully utilized
7. We have
segmented our Markets and Products
by revenue and profit. We know our top 10 most profitable segments.
0 - no (don't have it)
1 - have parts of it
2 - have done it before, not current
3 - have it, current
4 - in place, fully utilized
Additional comments (optional)
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