1. Strategic Assessment and Plan John J. Sullivan

2. 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

3. Phases Phase 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?

4. Phase 1: Where are we? 1.Determine the mission What is our purpose, our reason for being? What business are we in? Who are our customers?

5. Phase 1: Where are we? 2.Identify the leader’s responsibilities Style & values What leadership style is required? How will the leader’s own personal values affect the organization? What are the things only the leader can do?

6. Phase 1: Where are we? 3.Analyze the external & internal Environments What are our own internal strengths & weaknesses? What are our distinctive competencies/ competitive advantages? Who are our competitors & what are their strengths & weaknesses? What other external threats & opportunities can we identify?