Strategic Analysis

Template

corporatefinanceinstitute.com
Strategic analysis process
External
Current Strategy Internal Environment
Environment

Assess Current
Goals and Future
Strategy and
Performance
Environment

Strategic Alternatives
Evaluation

Recommendations

corporatefinanceinstitute.com
Vision, mission, values

Vision
[Insert here]

Mission
[Insert here]

Values
• [Insert value 1]
• [Insert value 2]
• [Insert value 3]

corporatefinanceinstitute.com
Supply chain
Lo
gis
tic
s

[Stage 1]

[Stage 6] [Stage 2]
Logistics

Logistics
[Stage 5] [Stage 3]

Lo s
gis is tic
tic g
s Lo

[Stage 4]

corporatefinanceinstitute.com
Strategic group map
Instruction:
Copy and paste the
textbox “[Company
name]” by pressing F4
[Category 1] to add competitors to
the map
[Criteria 1]

[Company
name]

[Category 2]

[Category 1] [Category 2] [Category 3]

[Criteria 2]

corporatefinanceinstitute.com
Competitive forces model Threat of potential
entrants
• [Insert here]
Intensity of
industry rivalry
• [Insert here]

Power of complementary Bargaining power

good/service providers of buyers
• [Insert here] • [Insert here]

Threat of substitute Bargaining power

goods/services of suppliers
• [Insert here] • [Insert here]

corporatefinanceinstitute.com
Industry life-cycle

Revenue

Cash

Profit

Start-up Growth Shakeout Maturity Decline

Stage

corporatefinanceinstitute.com
Broad factors analysis (PEST)
Political Economic

• [Insert here] • [Insert here]

PEST
Analysis

Technological Socio-demographic

• [Insert here] • [Insert here]

corporatefinanceinstitute.com
Competitive advantage

• [Insert here]

Build
Resources

Build Persist Sustainable Leveraged

Competitive Core
Strategies competitive
advantage competence
advantage

Build
Capabilities • [Insert here]

• [Insert here]

corporatefinanceinstitute.com
Value chain
Firm Infrastructure [Insert here]

Financial
[Insert here]
Management
Human Resource
[Insert here]
Management

Technology
Development [Insert here]

Procurement [Insert here]

[Insert here] [Insert here] [Insert here] [Insert here] [Insert here]

Inbound Outbound Marketing &

Operations Service
Logistics Logistics Sales

corporatefinanceinstitute.com
Product-market segments
Customer

[Customer group 1] [Customer group 2] [Customer group 3]

[Product 1]

[Product 2]
Product

[Product 3]

[Product 4]

corporatefinanceinstitute.com
Three levels of strategies

Corporate-level
• [Insert here]

Business-level
• [Insert here]
• [Insert here]

Functional-level
• [Insert here]
• [Insert here]
• [Insert here]

12
corporatefinanceinstitute.com
SWOT summary

Strengths Weaknesses
[Insert here] [Insert here]

Opportunities Threats
[Insert here] [Insert here]

corporatefinanceinstitute.com
Generic performance matrix
Move the bubbles and
Firm’s Competitive Position arrows to the appropriate
positions on your matrix:
Strong Medium Weak

Current
High

Industry
Attractiveness Medium Expected

Low Desired

corporatefinanceinstitute.com
Multi-criteria analysis (criteria)
Decision Rule Score
Pillar Attributes Attractive Moderate Unattractive Weight
[Insert here] [Insert here] [Insert here] [Insert here] [Score]
[Pillar 1] [Insert here] [Insert here] [Insert here] [Insert here] [Score]
[Insert here] [Insert here] [Insert here] [Insert here] [Score]
[Insert here] [Insert here] [Insert here] [Insert here] [Score]
[Pillar 2]
[Insert here] [Insert here] [Insert here] [Insert here] [Score]
[Insert here] [Insert here] [Insert here] [Insert here] [Score]
[Pillar 3]
[Insert here] [Insert here] [Insert here] [Insert here] [Score]
[Insert here] [Insert here] [Insert here] [Insert here] [Score]
[Pillar 4]
[Insert here] [Insert here] [Insert here] [Insert here] [Score]

corporatefinanceinstitute.com
Multi-criteria analysis (results)
Score
Pillar Attributes Alternative A Alternative B Alternative C
Winner Weight

[Insert here] [Insert here] [Insert here] [Insert here] [Winner] [Score]
[Pillar 1] [Insert here] [Insert here] [Insert here] [Insert here] [Winner] [Score]
[Insert here] [Insert here] [Insert here] [Insert here] [Winner] [Score]
[Insert here] [Insert here] [Insert here] [Insert here] [Winner] [Score]
[Pillar 2]
[Insert here] [Insert here] [Insert here] [Insert here] [Winner] [Score]

[Insert here] [Insert here] [Insert here] [Insert here] [Winner] [Score]
[Pillar 3]
[Insert here] [Insert here] [Insert here] [Insert here] [Winner] [Score]
[Insert here] [Insert here] [Insert here] [Insert here] [Winner] [Score]
[Pillar 4]
[Insert here] [Insert here] [Insert here] [Insert here] [Winner] [Score]
Total Points
[Total Score] [Total Score] [Total Score] [Winner]
Scored

corporatefinanceinstitute.com
Strategic pillars
Vision
[Insert here]
Mission
[Insert here]

[Pillar 1] [Pillar 2] [Pillar 3]

• [Objective] • [Objective] • [Objective]

• [Objective] • [Objective] • [Objective]
• [Objective] • [Objective] • [Objective]

Strategic Strategic Strategic

Alternatives Alternatives Alternatives

• [Choice] • [Choice] • [Choice]

• [Choice] • [Choice] • [Choice]
• [Choice] • [Choice] • [Choice]

corporatefinanceinstitute.com