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

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

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

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

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

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

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