Business Model, Assessment & Strategy Templates

TechBA Hiram Willis

Business Model & Strategies

The Marketing Strategy

Frys Electronics Wal-Mart

The Product Strategy

Tiffanys Cable TV

The Financial Strategy

Citibank Cisco Systems

The Organization Strategy

Microsoft Warner Bros.

The Customer Service Strategy

Mercedes & Porsche Dealerships Guccis, Neiman Marcus

TechBA Hiram Willis

Strategic Assessment for Early Stage Companies

Market Size Competitive Position

Customer Acquisition

D C
Channel Alliances

SEED

Business Model

IP & Product Development

Cashflow - PwC Paths to Valuation

TechBA Hiram Willis

Strength of Management

Business Assessment & Strategy Development

Start Here.?.

Business Mission & Objectives

Start Here ?..

WOTS External

WOTS Internal

Start Here ?..

(Refined) Goals & Objectives Formulation

Strategy Formulation

Implementation

Feedback & Controls

TechBA Hiram Willis

Business Analysis for Strategy Development

Vision

jValues
jMission/Purpose jStrategic Goals

External Assessment jBusiness Environment jIndustry Analysis (Suppliers,Subs & Buyers jOpportunities/Threats

Internal Assessment jResources/Assets jStrengths/Weakness jStrategic Relationships

Expls: Michael Porter, Framework for Industry Analysis Kotler, Marketing Management

Strengths Assessment jMarket share jOrganizational Expertise jProduct & Technology / IP jChannel Position jSCA

Expls: David Acker, Marketing Michael Porter, Competitive Advantage

Opportunity Assessment jMarket Segmentation jCompetitive Intensity jMarket Growth Rate jMarket Size jMarket Attractiveness Scoring

TechBA Hiram Willis

Developing Strategy for Early Stage Companies

Mission & Goals

Analysis, e.g. SWOT Internal Analysis

External Analysis

Key Operational Strategies

Financial

Product & IP

Marketing & Sales

Organization

Controls & Management

Budgets

TechBA Hiram Willis

Business Assessment by Competitive Environment Potential Entrants

New Entrants & Barriers to Entry

Industry Competitors Suppliers

Bargaining Power of Suppliers

Bargaining Power of Buyers

Buyers Rivalry Among Firms

Threat of Substitute Products & Services

Substitutes
TechBA Hiram Willis

-M. Porter, Competitive Advantage

Typical Strategic Analysis Model: SWOT

strengths
Advantages of proposition? Capabilities? Competitive advantages? USP's (unique selling points)? Resources, Assets, People? Experience, knowledge, data? Financial reserves, likely returns? Marketing - reach, distribution, awareness? Innovative aspects? Location and geographical? Price, value, quality? Accreditations, qualifications, certifications? Processes, systems, IT, communications? Cultural, attitudinal, behavioral? Management cover, succession?

weaknesses
Disadvantages of proposition? Gaps in capabilities? Lack of competitive strength? Reputation, presence and reach? Financials? Own known vulnerabilities? Timescales, deadlines and pressures? Cashflow, start-up cash-drain? Continuity, supply chain robustness? Effects on core activities, distraction? Reliability of data, plan predictability? Morale, commitment, leadership? Accreditations, etc? Processes and systems, etc? Management cover, succession?

opportunities
Market developments? Competitors' vulnerabilities? Industry or lifestyle trends? Technology development and innovation? Global influences? New markets, vertical, horizontal? Niche target markets? Geographical, export, import? New USP's? Tactics - surprise, major contracts, etc? Business and product development? Information and research? Partnerships, agencies, distribution? Volumes, production, economies? Seasonal, weather, fashion influences?

threats
Political effects? Legislative effects? Environmental effects? IT developments? Competitor intentions - various? Market demand? New technologies, services, ideas? Vital contracts and partners? Sustaining internal capabilities? Obstacles faced? Insurmountable weaknesses? Loss of key staff? Sustainable financial backing? Economy - home, abroad? Seasonality, weather effects?

TechBA Hiram Willis

Business Strengths & Strategy Decisions

Business Model Scores

Business / Operational Strengths

Sales / Profit / Cashflow Potential Growth Rate Competitive Situation Market Traction Ease Channel Risks

Model 1

Model 2

Model 3

Company Strengths
Financial Program Technology Base & Product Strategy Marketing Capabilities Organizational Strengths Special Strengths

------------------------------------------------------------Business Strategy 1

------------------------------------------------------------Business Strategy 2

------------------------------------------------------------Business Strategy 3

TechBA Hiram Willis