Strategic Assessment

and Plan John J. Sullivan

Introduction• any organization can use: for profit, not-for-profit

• new organization: phases 1 & 2 most helpful

• existing organization: phases 1 & 2 identify current state, phases 3 & 4 will point the way

• Four Phases with 10 steps

PhasesPhase 1: Where are we?

Phase 2: Where do we want to go?

Phase 3: How are we going to get there?

Phase 4: Are we getting there?

Phase 1: Where are we?

1.Determine the missionWhat is our purpose, our reason for being?

What business are we in?

Who are our customers?

Phase 1: Where are we?2.Identify the leader’s responsibilitiesStyle & values

What leadership style is required?

How will the leader’s own personal valuesaffect the organization?

What are the things only the leader can do?

Phase 1: Where are we?3.Analyze the external & internalEnvironments

What are our own internal strengths &weaknesses?What are our distinctive competencies/competitive advantages?

Who are our competitors & what are theirstrengths & weaknesses?What other external threats & opportunitiescan we identify?