business assessment & strategic planning

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1.562.860.8637 [email protected] www.cpSphere.com Delivering Next Generation of Solutions cpSphere ITS NOT STRATEGY THAT MATTERS – ITS EXECUTION THAT COUNTS We help you FOCUS & GROW Clarify & Articulate Objectives Base line current operations Define a plan to achieve objectives Setup the Roadmap Align Organization, and Achieve Success Business Assessment / Strategic Planning An Overview

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Explain steps needed to access current business situation and define a strategic plan.

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Page 1: Business Assessment & Strategic Planning

[email protected]

Delivering Next Generation of Solutions

cpSphere

ITS NOT STRATEGY THAT MATTERS – ITS EXECUTION THAT COUNTS

We help you FOCUS & GROW

• Clarify & Articulate Objectives• Base line current operations• Define a plan to achieve

objectives• Setup the Roadmap• Align Organization, and• Achieve Success

Business Assessment / Strategic PlanningAn Overview

Page 2: Business Assessment & Strategic Planning

[email protected]

Delivering Next Generation of Solutions

cpSphere

ITS NOT STRATEGY THAT MATTERS – ITS EXECUTION THAT COUNTS

ITS

NO

T S

TR

AT

EG

Y T

HA

T M

AT

TE

RS

– I

T’S

EX

EC

UT

ION

TH

AT

CO

UN

TS

Delivering Next Generation of Solutions

cpSphere

17215 Studebaker Rd. Suite 390Cerritos, CA 90703

1.562.860.86371.562.860.8611

[email protected]

Page 3: Business Assessment & Strategic Planning

[email protected]

Delivering Next Generation of Solutions

cpSphere

ITS NOT STRATEGY THAT MATTERS – ITS EXECUTION THAT COUNTS

Destination Statement

Base lining Strategy MapGap Analysis Action Plan Results

Begin with an end in mind, define your vision, base line your operations,articulate your strategy, device action plan to achieve objectives, and put inplace a structure to carry out these action plans

Gather Hard Facts Devise Hypothesis & Prove It

Page 4: Business Assessment & Strategic Planning

[email protected]

Delivering Next Generation of Solutions

cpSphere

ITS NOT STRATEGY THAT MATTERS – ITS EXECUTION THAT COUNTS

Destination Statement

• Begin with an End in Mind

• How do you want the customers to perceive your business?– Business Positioning

• What is your 3 – 5 year revenue forecast?– Financial Forecast

Page 5: Business Assessment & Strategic Planning

[email protected]

Delivering Next Generation of Solutions

cpSphere

ITS NOT STRATEGY THAT MATTERS – ITS EXECUTION THAT COUNTS

Destination Statement – Discussion

• What is the purpose of having a business positioning strategy?

• What are some of the key elements of a financial forecast?

Page 6: Business Assessment & Strategic Planning

[email protected]

Delivering Next Generation of Solutions

cpSphere

ITS NOT STRATEGY THAT MATTERS – ITS EXECUTION THAT COUNTS

Base lining current operation

Do

Act

Plan

Check

• People

• Product

• Systems

• Processes

Page 7: Business Assessment & Strategic Planning

[email protected]

Delivering Next Generation of Solutions

cpSphere

ITS NOT STRATEGY THAT MATTERS – ITS EXECUTION THAT COUNTS

Defining a Strategy

Short Term6 – 12 Month

Medium Term1 – 5 Years

Long Term5 – 10 Years

Effort

Focus

Accelerate

Strengthen

Tie it all together

In 5 – 10 years, how the market will look

like, and what activities we have to

do to serve that market

In 5 – 10 years, how the market will look

like, and what activities we have to

do to serve that market

What are the key operational initiatives with

the potential to significantly increase the

movement of the company towards the FOCUS

What are the key operational initiatives with

the potential to significantly increase the

movement of the company towards the FOCUS

What can be done to de-

bottleneck the organization

and strengthen the capabilities

for moving faster

What can be done to de-

bottleneck the organization

and strengthen the capabilities

for moving faster

Page 8: Business Assessment & Strategic Planning

[email protected]

Delivering Next Generation of Solutions

cpSphere

ITS NOT STRATEGY THAT MATTERS – ITS EXECUTION THAT COUNTS

Strategy Map

Strategy Is Nothing but Cause – n – Effect Relationship between Objectives

Tackle the problem from different angles e.g.

FinancialWhere we want to be financially in five years

CustomersOur Positioning and Value proposition to the customers

Internal Process Core capabilities needed to serve target clients with defined product line

Organization LearningWhat Intangible assets that organization needs to excel in.

Page 9: Business Assessment & Strategic Planning

[email protected]

Delivering Next Generation of Solutions

cpSphere

ITS NOT STRATEGY THAT MATTERS – ITS EXECUTION THAT COUNTS

Strategy Map - Financial

Objectives

Increase Shareholder Value

Startup Venture Increase Market Share Grow Revenue

Stable Companies Improve Profitability

Mature Organizations Increase Return on Equity Increase Return on Asset

Page 10: Business Assessment & Strategic Planning

[email protected]

Delivering Next Generation of Solutions

cpSphere

ITS NOT STRATEGY THAT MATTERS – ITS EXECUTION THAT COUNTS

Strategy Map - Customers

Objectives

Increase Shareholder Value

Low Cost Provider High Quality Service Provider Exceptional Customer Service Customer is Right Sell and Forget Etc. etc.

Page 11: Business Assessment & Strategic Planning

[email protected]

Delivering Next Generation of Solutions

cpSphere

ITS NOT STRATEGY THAT MATTERS – ITS EXECUTION THAT COUNTS

Strategy Map - Operations

Objectives

Grow Revenue

Help Customer Focus & Grow

Supply Chain New Product Development Branding / Marketing Production Etc. etc.

Page 12: Business Assessment & Strategic Planning

[email protected]

Delivering Next Generation of Solutions

cpSphere

ITS NOT STRATEGY THAT MATTERS – ITS EXECUTION THAT COUNTS

Strategy Map – Organization Learning

Objectives

Revenue Growth

Help Customer Focus & Grow

Robust Strategy

Execution Process

New Product Development

that make client successful

Resource Management Skills Financial Skills Technology (Internet, Software etc.) Etc. etc.

Page 13: Business Assessment & Strategic Planning

[email protected]

Delivering Next Generation of Solutions

cpSphere

ITS NOT STRATEGY THAT MATTERS – ITS EXECUTION THAT COUNTS

Strategy Map - Tracking

Objectives

Grow Revenue

Help Customer Focus & Grow

Robust Strategy

Execution Process

New Product Development

that make business

successful

Management Strategies

that make a business grow

Measurement&

Targets

Revenue ($)

Repeat Customers

# of Referrals

On-Time Delivery

# of Training Hours

Page 14: Business Assessment & Strategic Planning

[email protected]

Delivering Next Generation of Solutions

cpSphere

ITS NOT STRATEGY THAT MATTERS – ITS EXECUTION THAT COUNTS

Mark Your Calendar!

Define Growth Strategies

Thursday August 30th

Learn techniques to predict future growth and take your company to unprecedented

success.

Page 15: Business Assessment & Strategic Planning

[email protected]

Delivering Next Generation of Solutions

cpSphere

ITS NOT STRATEGY THAT MATTERS – ITS EXECUTION THAT COUNTS

Strategy Map - OperationsObjectives

Grow Revenue

Help Customer Focus & Grow

Robust Strategy

Execution Process

New Product Development

that make business

successful

Management Strategies

that make a business grow

Measurement&

Targets

Revenue ($)

Repeat Customers

# of Referrals

On-Time Delivery

# of Training Hours

Initiatives

Page 16: Business Assessment & Strategic Planning

[email protected]

Delivering Next Generation of Solutions

cpSphere

ITS NOT STRATEGY THAT MATTERS – ITS EXECUTION THAT COUNTS

Organization Structure

• Will your organization support your growth plan?

– Do you have a future state Org. Structure in place?

– Are you just throwing people as problem arises?

– Are adequate qualified people assigned to support the growth initiatives?

– Are proper training program in place to equip employees with the knowledge to foresee and address all business growth challenges?

President

FinanceSales &

MarketingOperations

Page 17: Business Assessment & Strategic Planning

[email protected]

Delivering Next Generation of Solutions

cpSphere

ITS NOT STRATEGY THAT MATTERS – ITS EXECUTION THAT COUNTS

Page 18: Business Assessment & Strategic Planning

[email protected]

Delivering Next Generation of Solutions

cpSphere

ITS NOT STRATEGY THAT MATTERS – ITS EXECUTION THAT COUNTS

Results

CPSPHERE – HELP YOU FOCUS & GROW