1. Understanding the Context l External Environment l Resources l History l Strategic Choices

2. Environment l Competition l Legal/Political l Technology l Users/Customers

3. Resources l Financial l Technological l Reputational l Market Position

4. History l Defining Events l Key Milestones l Major Figures l Founder’s Legacy l Major Achievements

5. First Steps Before Diagnosis l Clarify 3 Strategic Axioms: l Strategy l Measurable Objectives l Vision/Strategic Intent

6. Strategic Choices l Strategy What Business Are We In? How will we compete? Products/Services Markets/Customers Technology Competitive Timing

7. Objectives l How Are We Doing? Profit Growth Rate Market Share Customer Satisfaction New Product Development Cycle Time

8. Vision l What Is Our Purpose? l What Are Our Aspirations?

9. Performance Gaps l Difference between expectations and reality l Presenting problems l Important to Prioritize Gaps

10. Organizational Diagnosis l Identify Key Performance and Opportunity Gaps l Describe Critical Tasks/Work Processes l Analyze/Diagnose Congruence Issues l Take Corrective Actions