Strategic Assessment

Where we are now, where we can be, what path we should take.

The Strategic Assessment provides an opportunity to catalog the present state of affairs as compared to the industry and to internal strategic goals. Through this process we establish a shared empirical understanding of what is working, what needs to be improved, and how to prioritize new initiatives and opportunities. BizDevGuy employs Project Management Institute (PMI) methodologies and employs the Pragmatic Marketing Framework with a five-step process to accomplish a Strategic Assessment. The deliverables of this process are tools that can be updated easily for future assessments and through changes in organizational strategy. The five steps of the Strategic Assessment are:

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  Catalog: The present assets, spending, budgets and needs of the organization are captured and cataloged as are the strategic desires of the stakeholders. This is a snap shot of the organization as a collection of resources and goals.
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  Map: The present processes, both human and technological, are mapped, including decision points and criteria. This is a snap shot of the organization as it presently operates and how the items in the Catalog interrelate.
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  Metrics: Current success metrics and Key Performance Indicators (KPIs) for the organization are checked against industry benchmarks and new KPIs are developed based on organizational priorities. This phase produces the rubric by which plans will be judged and produces an expanded version of the Map.
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  Forecast: The strategic directions and assumptions of the organization, the market, and supporting organizations are outlined and matrixed, giving multiple views of how decisions made today will effect the future state as determined by the Metrics.
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  Recommendation: A set of recommendations is generated that outlines the steps and changes to bridge the gap between present and future states. Budgetary and staffing levels are outlined as well as options, if applicable.

Engagements: