Strategic Plan Audit
     
             
     

Most of us go from day to day doing our jobs fulfilling the needs of our clients and for the most part things go well enough. From time to time however we find ourselves asking these questions: Why are we still doing ABC this way? Why is our competition now doing XYZ?

Staying current isn't enough. We need foresight and STRATEGY to be ahead of our competition and our customers. The following is a tool to help guide you through an audit of your current strategic process.

First, this audit assumes you actually have a strategy. If you are having trouble completing it then you likely do not have a strategic process in place.

Complete the following questions to help you understand how effective your strategy is. Once completed, Funeral Plans-Canada as one of your strategic partners can help you find ways to improve your strategies at little or no cost to you.

     
             
     
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Objectives of Your Strategy

1. What outcome represents success for you?

2. How well articulated is your strategy and to whom?

3. Which market areas are desirable or undesirable for you?

4. Is your strategy memorable? Simple phrases that have emotional resonance for employees for example.

5. Do you have a systematic approach to your community that ensures widespread understanding and how is it implemented?

Value of Your Company

6. What do you offer that is of greater value than offered by your competitors in a way that the customer pays for it?

7. How does your offering add value from the customer's point of view?

8. Describe this value in a few sentences.

Competition

9. Who are your competitors?

10. Do you obtain competitive intelligence? Please explain.

11. How do you obtain sufficient intelligence?

12. Is there a clear competitive strategy and if so please elaborate.

Competition Insulation

13. How do you protect your market from competition?

14. What move(s) will your competitors make?

15. How will you respond?

Business Partners

16. What activities do you as a company perform on your own?

17. Who do you need in your network outside of your company to be effective?

18. Has a network analysis been done? Should it be updated?

Company and Capabilities

19. What are the unique capabilities and competencies of your business?

20. How are they being leveraged?

21. How does your strategic process ensure you develop new capabilities and terminate those that are obsolete?

22. How will you build and maintain the key human capital your business requires?

Now that you have completed your Strategies Audit you can see any area(s) that might be deficient. Please contact our office at 1.888.428.4444 and ask to speak with Sales & Marketing for assistance with your on-going Strategic Planning. Our team of associates are here to help.

All information submitted is kept strictly confidential.

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