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Client Reports

Client Reports. Introduction to the organization Strategy Environmental Analysis Internal Analysis Strategic Problem Identification Alternatives Selection Implementation Plan Time Frame Resource analysis. Strategy. Identification: What is the client’s vision and mission?

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Client Reports

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  1. Client Reports • Introduction to the organization • Strategy • Environmental Analysis • Internal Analysis • Strategic Problem Identification • Alternatives • Selection • Implementation Plan • Time Frame • Resource analysis

  2. Strategy • Identification: • What is the client’s • vision and mission? • Strategic intent? • strategy in product/market terms? • What does the client want to do? For whom? How? (in terms of target market, share, major functions) • Evaluation: • How well is the intended strategy being implemented? Why? • Financial strength • Resources available, including management and other human resources

  3. Environmental Analysis • Define the industry and its scope • General Environment (trends/forces) • Technological • Sociocultural • Political/Legal/Regulatory • Economic • Demographic • Industry Analysis (Porter’s model) • Entry/exit barriers • Power of …suppliers/buyers • Intensity of rivalry • Threat of substitutes • Competitor Analysis • Who and how do they compete?

  4. Internal Analysis • Value-Chain (and SWOT) analysis • Key Functional Areas • Inbound/outbound logistics • Infrastructure • Marketing/Distribution • Finance/Accounting • Operations • MIS • Human Resources • Other… as relevant • SWOT • Internal: strengths/weaknesses • External: opportunities/threats • Key success factors • Core competencies • Which, if any, competencies or strengths are: • rare • valuable • hard to imitate • not substitutable

  5. Strategic Problems • What are the major strategic problems facing your client, i.e., problems with the strategy? • Alternatives analysis • Note: strategic problems are problems that refer back to the strategy, not tactical or operational problems. • Alternatives analysis • What alternatives are open to your client? How do you evaluate them?

  6. Implementation • What needs to happen to make your ideas real? • Buy-In: • Are you working with your client on these ideas? • get what’s needed? • Does your client ‘buy in?’ • Resources: • Does the client have the necessary managerial skills and other resources? Financing? • What resources are needed? • Time frame and action plan: • When could these ideas be implemented, by whom, how?

  7. Client strategies... • What strategic decisions need to be made? • What is the appropriate time frame? • One year? • Five years? • What recommendations are you considering? • How will the client receive them? • Resources available? • Does your client have a source of sustainable competitive advantage?

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