Preliminary Assessment 

This phase aims to synthesize information gathered in the Preliminary Assessment into actionable insights for strategic analyses. It provides a solid foundation for subsequent decision-making and strategic planning by aligning internal and external factors with identified areas for improvement.

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Utilize Findings from Stakeholder Interviews and Financial Health Check:

• Extract key insights obtained from stakeholder interviews.

• Analyze the results of the financial health check to understand the current financial state.

 

Inform the Business Model Canvas with Preliminary Assessment Insights:

• Integrate insights from the Preliminary Assessment into the Business Model Canvas.

• Align business components with areas for improvement identified in the Preliminary Assessment.

 

Incorporate SWOT Analysis from the Preliminary Assessment:

• Utilize the SWOT analysis conducted during the Preliminary Assessment.

• Incorporate identified strengths, weaknesses, opportunities, and threats into a more detailed SWOT analysis.

 

Use Insights to Inform the PESTEL Analysis:

• Leverage insights gained during the Preliminary Assessment to inform the external factors considered in the PESTEL analysis.

• Ensure that the PESTEL analysis reflects the current business landscape and challenges.

 

Align the Value Proposition Canvas with Customer Relationship Analysis:

• Align the Value Proposition Canvas with insights from customer relationship analysis in the Preliminary Assessment.

• Refine the value proposition based on the understanding of customer needs and preferences.

 

Utilize Information About the Absence of Clear Management Reports for Internal Analyses:

• Incorporate information about the absence of clear management reports into internal analyses.

• Identify areas where enhanced reporting and data analysis can address organizational weaknesses.

 

Connect Weaknesses Identified in SWOT Analysis to Reporting Enhancement Strategies:

• Connect weaknesses identified in the SWOT analysis to strategies for reporting enhancement.

• Ensure that reporting strategies align with broader organizational goals and improvement areas.

 

Leverage Data from the Preliminary Assessment for Weakness Transformation and Balanced Scorecard Planning:

• Utilize data from the Preliminary Assessment to inform weakness transformation initiatives.

• Align the development of a balanced scorecard with weaknesses and challenges identified in the Preliminary Assessment.

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Areas for Financial Improvement:

• Introduce the Advisory Board to the financial landscape, assess current financial health, and align future investments with organizational goals

• Identification of strategic financial priorities and align weaknesses identified in SWOT analysis with potential areas for financial improvement.

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Extend External Analyses to Address Factors Identified During the Preliminary Assessment:

• Extend external analyses, such as SWOT 2.0 and Porter's Five Forces, to address factors identified during the Preliminary Assessment.

• Ensure that strategic responses align with both internal and external challenges and opportunities.

 

Emphasize Continuous Monitoring Based on Preliminary Assessment Insights:

• Stress the importance of continuous monitoring based on insights gained in the Preliminary Assessment.

• Establish mechanisms for ongoing analysis and adaptation to changes in the business environment.