Conduct Internal Analysis. Complete SWOT Assessment

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James Powell
6 years ago
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2 Do you have a Strategic Plan? Is it focused on your unique market position (or unique selling proposition)? Or is it primarily focused on financials and operations issues? Strategic Marketing Plans identify your unique position through the discovery and analysis of your geographic market areas, key target customer or member segments, your primary competitors, and your own strengths and weaknesses.

3 Review Goals and Plans Conduct External Analysis Conduct Internal Analysis Complete SWOT Assessment Develop Strategies and Objectives Develop and Implement Action Plan

We ve reviewed dozens of strategic planning books, systems, and web sites. While all useful, educational, and insightful, some were not practical, easy to use, or affordable.

4 We ve reviewed dozens of strategic planning books, systems, and web sites. While all useful, educational, and insightful, some were not practical, easy to use, or affordable. So, in order to fulfill our mission of bringing our clients creative, thorough marketing strategies, we developed Fuchsia Shortcuts. These interactive worksheets are part of our Strategic Planning Series and are designed to help you focus on one quick element at a time, keeping you from becoming overwhelmed by research and data, and to stay honed in on what matters most those things that make a difference to your business, from the inside or out.

The E-Scan is part of the External Analysis and identifies key areas outside of organizational control but which can impact goal-attainment and the effectiveness of operational and marketing

5 The E-Scan is part of the External Analysis and identifies key areas outside of organizational control but which can impact goal-attainment and the effectiveness of operational and marketing strategies. Fuchsia Shortcuts Environmental Scan is a four-page worksheet designed to facilitate listing potential issues and trends by categories such as Legal, Economic, Demographic, and Cultural, then selecting the most important.

The Fuchsia Shortcuts Market Analysis Worksheet includes a template to work through each of your market s identifying

6 The Market Analysis, the second phase of the External Analysis, identifies your geographic market boundaries and key target segments within them through a review of defining data points. The Fuchsia Shortcuts Market Analysis Worksheet includes a template to work through each of your market s identifying characteristics such as Demographic, Social, and Economic. The worksheet aids in identifying and prioritizing potential target customer segments for each market and profiling each high-priority segment.

The final phase of the External Analysis, the Competitive Analysis, identifies and profiles your primary competitors in order to position effectively against them.

7 The final phase of the External Analysis, the Competitive Analysis, identifies and profiles your primary competitors in order to position effectively against them. The Fuchsia Shortcuts Competitive Analysis Worksheet facilitates brainstorming a list of all possible competitors by market, segment, and product, including traditional competitors, niche players, and new entrants. The template provides for profiling each high-priority competitor by topic, including Markets, Products, and Strategies.

The Internal Analysis identifies key areas within organizational control that can impact goal-attainment and the effectiveness of operational and marketing strategies.

8 The Internal Analysis identifies key areas within organizational control that can impact goal-attainment and the effectiveness of operational and marketing strategies. The Fuchsia Shortcuts Internal Analysis Worksheet facilitates a three-page inventory of key internal resources and capabilities by category, including Offerings, Marketing, and Human Resources.

9 The SWOT Assessment reviews all of the internal and external analyses to discover strengths, weaknesses, opportunities, and threats. STRENGTHS are internal factors to be capitalized upon. WEAKNESSES are internal factors that need to be resolved. OPPORTUNITIES are external factors to be exploited. THREATS are external factors to be avoided or mitigated.

10 The Strategies & Objectives are where the rubber meets the road. All of the research and analysis has led up to this. Based on the SWOT assessment, strategies and objectives formulate your unique position in the market place. Ideally, they take advantage of your strengths and opportunities and mitigate weaknesses and threats. Strategies and objectives provide a unified platform from which to build action plans that work towards a common goal.

We offer several Strategic Marketing Planning programs

11 We offer several Strategic Marketing Planning programs designed to meet your planning needs and fit your culture. All are expedited so that you can get started on implementation quickly. FOR YOU program WITH YOU program INTEGRATED program do-it-yourself REVIEW Action Planning is a separate but critical program; contact us for information.

12 program Fuchsia completes the strategic marketing planning process on your behalf. STEP 1 The process begins with a one-hour interview to formulate the basis of the research. STEP 2 Fuchsia conducts the research and completes the analyses, assessment, and strategies. STEP 3 The SMP is provided to you for review, distribution, action planning, and implementation.

13 Fuchsia s research and analyses includes: Completion of the four-page Environmental Scan Worksheet including the possible impact of up to five critical issues to be addressed. Profiles for up to three geographic areas and the identification of three target segments each, and profiles of up to five key overall target segments. Identification of all primary competitors plus profiles and analysis of up to five of the most important. A three-page inventory of key resources and capabilities and their potential impact on goal attainment. Discovery and itemization of strengths, weaknesses, opportunities, and threats. Strategies and objectives based on the research and analyses.

Full-Day Session 7 hours Full-Day is recommended for organizations with more than one location or market. Overview/Goals/Plans 15 min. Environmental Scan 15 min.

14 program Fuchsia facilitates a session with your team in order to complete the strategic planning process. Half-Day Session 3.5 hours Half-Day Sessions are ideal for small organizations with a single location. Full-Day Session 7 hours Full-Day is recommended for organizations with more than one location or market. Overview/Goals/Plans 15 min. Environmental Scan 15 min. Market Analysis 20 min. Competitive Analysis 20 min. Internal Analysis 20 min. SWOT Assessment 60 min. Strategies & Objectives 60 min. Overview/Goals/Plans Environmental Scan Market Analysis Competitive Analysis Internal Analysis SWOT Assessment Strategies & Objectives 30 min. 30 min. 40 min. 40 min. 40 min. 90 min. 2.5 hrs.

program This program is a combination of

15 program This program is a combination of FOR YOU and WITH YOU. Fuchsia conducts brief interviews with your key stakeholders about goals, plans, and critical issues. Fuchsia independently completes the Environmental Scan and Market, Competitive, and Internal Analyses. Fuchsia facilitates a half-day planning session with your team to review the analyses and complete the SWOT assessment and strategy development.

Download all of the interactive Fuchsia Shortcuts worksheets from our web site (they re

16 do-it-yourself Complete the Strategic Marketing Planning Worksheets yourself and Fuchsia reviews them. Download all of the interactive Fuchsia Shortcuts worksheets from our web site (they re free) and complete them yourself. Develop your strategies and objectives based on the analyses. Fuchsia provides an independent review and written assessment of your results.

17 $2100 $900 plus travel expenses $1575 plus travel expenses $2250 plus travel expenses $450 Contact us for a custom quote.

18 Traci Tucker President

STRATEGIC PLAN. Tier 2 Strategic Planning

STRATEGIC PLAN. Tier 2 Strategic Planning STRATEGIC PLAN Tier 2 Strategic Planning December 2018 Tier 2 Strategic Planning All Tier 2 plans replicate the balanced scorecard framework and involve a strategy map. Two formats may be used for a Tier