战略分析模板P25

战略分析模板人力资源战略员工旅程&文化表市场扩张战略分销策略工作表客户价值分析工作表平衡记分表2人力资源战略员工旅程&文化表3FOCUSINGONOURMISSIONANDVALUESISCRITICALTOOURSUCCESS.Ourmissionisto…Ourvaluesare…Whatisthevaluestatementfortheorganization?Howcantheorgdoabetterjoblivinguptothevalues?Metrics/GoalsInitiativesXyzXyzXyzXyzXyzXyzCULTURESTRATEGYNORMS&LANGUAGEBENEFITS&COMPENSATIONENVIRONMENTVALUESADVANCEMENTEVALUATIONDEVELOPMENTONBOARDINGHIRINGRECRUITINGMetrics/GoalsInitiatviesXyzXyzXyzXyzXyzXyzXyzXyzXyzXyzXyzXyzEMPLOYEEJOURNEYIDEATIONWORKSHEETEMPLOYEEJOURNEYSTRATEGYNewEvaluationProcessInc.UniversityInterviewGuides&OnlineScoringCoreInitiativesINITIATIVESDESCRIPTIONXyzAbcXyz

CandidateScoreAcceptanceNetPromoterEmpl.Satisf.AdherenceHours/Emp.AdherenceInternalPromo.XxKeyMetrics8.245%86%80%82%1865%20XX

7.442%56%75%72%1459%20XXGOALSEvaluation&AdvancementOnboarding&DevelopmentRecruiting&HiringGOALS&STRATEGICINITIATIVESGOALS&STRATEGICINITIATVESEMPLOYEEJOURNEYSTRATEGYEVALUATION&ADVANCEMENTONBOARDING&DEVELOPMENTRECRUITING&HIRING

BENEFITS&COMPNORMS&LANGUAGEENVIR.&VALUES

CULTURESTRATEGYEMPLOYEEJOURNEY&CULTURESTRATEGYOVERVIEW8市场扩张战略TARGETGEODECISIONMATRIXMarketingPricingDistributionProductsTeamMembersInfrastructurePartnersProcessesServicesFunctions(Sales,Ops,Finance,etc.)TARGETMARKETSVALUEPROPOSITIONGO-TO-MARKETORGANIZATIONSalesTARGETCUSTOMERSGEO1GEO2GEO3GEO4TargetCustomerSize/GrowthMarketOppty.Comp.IntensityCustomerValueInvestmentOpportunityInvestmentInvestmentOpexRiskTOTALSCORE4354423244237343354433243825254322311293223211265421ForOpportunityScores-1islow,5ishighForInvestment,Cost&Risk–1ishigh,5islowGEOGRAPHICEXPANSIONSTRATEGY–ONEPLANGEOVALUEPROPOSITIONGO-TO-MARKETORGANIZATIONGOALS

BUDGETINITIATIVESDESCRIPTION/TIMELINE

Initiative#1Initiative#2XyzAbcGeoXYZXyzAbcXyzAbcInitiative#1Initiative#2XyzAbcInitiative#1Initiative#2XyzAbc11分销战略工作表PARTNERGROWTHPLANInitiative#1Initiative#2CoreImprovementInitiativesINITIATIVESDESCRIPTIONXyzAbc

RevenueProfitMarginRetentionCustomerValueNetPromoterKeyMetrics$10.4m45%89%$23k52%20XX

$8m42%85%$22k48%$9.1m44%88%$21k42%20XX20XXBASELINEGOALSDISTRIBUTIONPARTNERASSESSMENT4.GeographicAlignmentPotentialChannelPartnerTargets3.CustomerAlignment2.MarketLeadership5.PartnerValue-add1.Size/Scale5Partner1Partner2Partner3Partner4Partner54235231543254341342243251614141819TOTALSCOREDISTRIBUTIONSTRATEGYInitiative#1Initiative#2CoreInitiativesINITIATIVESDESCRIPTIONXyzAbc

Rev./LocationCompanyLocationsRev./PartnerPartnerLocationsInventoryTurnsGrossMarginKeyMetrics$10.4m29$27.8m$23k4.443.3%20XX

$8m25$25m$22k3.842.8%$9.1m26$26.5m$21k4.243.2%20XX20XXBASELINEGOALS15客户价值分析工作表TOPCUSTOMERVALUEANALYSES&EXERCISESWITHINSTRUCTUION1.SERVICEVALUEPROPOSITIONBENCHMARKING2.PRODUCTVALUEPROPOSITIONBENCHMARKING3.CUSTOMERNEEDSTOSOLUTIONSEXERCISEWe’veincludedaservicevaluepropositionbenchmarkingtemplate.Youshouldmakesuretheservicevaluepropositiondimensionsaretheimportantonestoyourindustry.Forinstance,inretailthe5dimensionsretailerscompeteonareSelection,Service,Convenience,Experience(Shopping),&Value.Thequickwaytofillinthedataistobrainstormwithaninternalteamanduserelativerankingsversuscompetitors.Themoreaccurate,butlongerwaytofillinthedataistoexecuteacustomerbenchmarkingsurveyoracustomerjourney/ethnographyexercise.We’veincludedaproductvaluepropositionbenchmarkingtemplate.Youshouldmakesuretheproductvaluepropositiondimensionsaretheimportantonestoyourindustry.Youshouldespeciallyexpandthecorefeaturesdimensions,sincethoseareoftenthemostimportantwithphysicalproducts.Thequickwaytofillinthedataistodosomeresearchandseeifyoucancomparetechnicaland/orfeaturespecificationsbetweenproducts.Youcanalsodoanalysisonproductreviewstoseewhatthemostimportantdimensionsareforcustomers.Thenyoucanalsobrainstormwithaninternalteamanduserelativerankingsversuscompetitors.Themoreaccurate,butlongerwaytofillinthedataistoexecuteacustomerbenchmarkingsurveyorconductacustomerjourney/ethnographyexercise.We’veincludedaproductandservicetemplateforthisexercisetogeneratenewideasforexistingproductsorservices.Thefirstthingyouneedtodoismakesurethevaluepropositiondimensionsarealignedwithyourbenchmarkingorwiththedimensionsthatareimportanttoyourindustry.Thenbrainstormtheneedscustomershaveacrosseachdimension,withafocusonthoseneedsthataren’tcurrentlymetbyanyone,orgapsyoumayhaveagainstcompetitors.Thenfocusonpotentialsolutionstothoseneeds,especiallysolutionsthatwouldbehardtoreplicatebycompetitors.Thenscoreyourideasbycustomervalueimprovementandeaseandcosttoimplement.Thesescorescanfeedintotheproduct/service/featureprioritizationmatrix.4.FEATURE/PRODUCT/SERVICEPRIORITIZATIONThisisagreattemplatetohelpgenerateideasandprioritizethem.Thetwoaxisofthematrixare“ImprovementinCustomerValue”and“Effort&CostofImplementation”.Thoseideasthatarehighcustomervalueandloweffortandcosttoimplementarethelowhangingfruityoushouldfocuson.SERVICEBENCHMARKINGTEMPLATEAestheticsConsistencyConvenienceSpeedProfessionalismImpactCost$OtherImportantDimensionsTARGETCUSTOMER…CustomerImportance(RankOrder)CoreFeaturesRatingCOMPANYValuePropositionDimensionsCoreFeaturesRatingCOMPETITOR1CoreFeaturesRatingCOMPETITOR211111111XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX1111111111111111XXXXXXXXXXXXXXXX11111111TOTALS101010SERVICE…PRODUCTBENCHMARKINGTEMPLATEAestheticsDurability/ReliabilityPerformanceUsabilityServiceabilityKeyFeature1Cost$TARGETCUSTOMER…CustomerImportance(RankOrder)CoreFeaturesRatingCOMPANYValuePropositionDimensionsCoreFeaturesRatingCOMPETITOR1CoreFeaturesRatingCOMPETITOR211111111XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX1111111111111111XXXXXXXXXXXXXXXX11111111TOTALS101010PRODUCT(S)COVERED…KeyFeature2PRODUCTIDEAS–CUSTOMERNEEDSTOSOLUTIONSTEMPLATEAestheticsDurability/ReliabilityPerformanceUsabilityServiceabilityKeyFeature1Cost$CORECUSTOMERDEFINITION…ValuePropositionDimensionsPRODUCT(S)COVERED…KeyFeature2MajorCustomerNeedsPotentialSolutionsEase&CosttoImplementXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXLOWLOWLOWLOWLOWLOWLOWLOWCustomerValueImprovementHIGHHIGHHIGHHIGHHIGHHIGHHIGHHIGHSERVICEIDEAS–CUSTOMERNEEDSTOSOLUTIONSTEMPLATEAestheticsConsistencyConvenienceSpeedProfessionalismImpactCost$OtherImportantDimensionsCORECUSTOMERDEFINITION…MajorCustomerNeedsValuePropositionDimensionsPotentialSolutionsEase&CosttoImplementXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXLOWLOWLOWLOWLOWLOWLOWLOWSERVICELINE…CustomerValueImprovementHIGHHIGHHIGHHIGHHIGHHIGHHIGHHIGHFEATURE,SERVICE,ORPRODUCTPRIORITIZATIONMATRIXLOWHIGHHIGHLOWINCREASEINCUSTOMERVALUEEFFORT&COSTOFIMPLEMENTATIONLOW-HANGINGFRUITROADMAPINTEGRATIONOPTIONSLOWERPRIORITYNOTWORTHITFEATURE,SERVICEORPRODUCT1FEATURE,SERVICEORPRODUCT2FEATURE,SERVICEORPRODUCT4FEATURE,SERVICEORPRODUCT5FEATURE,SERVICEORPRODUCT322平衡记分表THEKPIsOFABALANCEDSCORECARDSHOULDALIGNTOTHEGOALSNECESSARYTOEXECUTETHEOVERALLSTRATEGYOFTHECOMPANYFinancialperformanceWhatarethosefinancialKPIsthattellyouifyouarewinningornot?Theycancoverrevenues,costs,inventory,capitalefficiency,stockprice,EBITDA,and/orcashflow.ThekeyistounderstandhowthestrategyshouldimpacttheseKPIsovertime.CustomersWhatarethemostimportantKPIsthatdemonstratepositiveprogresswithcustomersandthemarket(s)youcompeteforandin?AbalancedscorecardcouldhaveKPIscoveringcustomeracquisition&loyalty,customervalue,marketshare,netpromoterscore,customerservice,productandservicereviewratingsvs.competitors,newproductsandservicesasapercentofrevenues,socialengagement,amongmanyotherpotentialKPIs.SimilartothefinancialKPIsonabalancedscorecard,thekeyistounderstandwhichmetricsareimportanttodrivegiventheparticularstrategicinitiativesyouhaveinplace.InternalprocessesTypically,managementteamspicktheKPIstiedtoimportantprocesseswithinthecorecompetenciesorcriticalfunctionsthatnecessitatechangeandimprovementforastrategytobeexecuted.Foryourorganization’sstrategy,arethoseimportantprocessesandfunctionspartofsales,marketing,operations,productdevelopment,finance,HRorotherfunctions?Anotherwaytothinkaboutinternal