Strategic Assessment

Use this as a starting point for developing or updating your Business Plan.
 Regularly ask yourself, "How is my business doing in terms of..."

____ Revenues
____ Profit
____ Customers/Clients

____ Customer Satisfaction
____ Products and Services
____ Growth
____ Planning
____ Marketing
____ Quality
____ Competition
____ Competitive Advantages
____ Core Competencies
____ Effectiveness, Efficiency
____ Productivity
____ Communication
____ Teamwork
____ Morale and Motivation
____ Systems
____ Personnel
____ Costs


What has changed during the past 1-12 months and what changes might take place in the next 1-3 years to impact my business?

____ Economic environment
____ Overall business environment
____ Competitive environment
____ Regulatory environment
____ Customer base
____ Target market(s)
____ Customer needs

Do you KNOW, or are you just guessing?  What are the FACTS?
What assumptions are you making about the present and the future?


Dick McCormick   /   dmccormick.planner@gmail.com   /   763-276-0586
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