8/3/2019 Business Model & Strategy Templates

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TechBA Hiram Willis

Business Model, Assessment& Strategy Templates

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TechBA Hiram Willis

Business Model &

Strategies

The MarketingStrategy

TheOrganization

Strategy

The CustomerService Strategy

The FinancialStrategy

The ProductStrategy

Frys Electronics

Wal-Mart

Tiffanys

Cable TV

Citibank

Cisco Systems

Microsoft

Warner Bros.

Mercedes & Porsche

Dealerships

Guccis, Neiman Marcus

8/3/2019 Business Model & Strategy Templates

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TechBA Hiram Willis

Strategic Assessment for Early Stage CompaniesMarket Size

Competitive

Position

Business

Model

Cashflow

Strength of Management

IP & Product

Development

Channel

Alliances

Customer Acquisition

SEEDABC

D

- PwC Paths to Valuation

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TechBA Hiram Willis

Business Mission & Objectives

WOTS InternalWOTS External

(Refined) Goals &Objectives Formulation

Strategy Formulation

Implementation

Feedback & Controls

Business Assessment & Strategy Development

Start Here ?..

Start Here.?.

Start Here ?..

8/3/2019 Business Model & Strategy Templates

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TechBA Hiram Willis

VisionjValuesjMission/PurposejStrategic Goals

Strengths Assessment

jMarket sharejOrganizational Expertise

jProduct & Technology / IP

jChannel PositionjSCA

Business Analysis for Strategy Development

External Assessment

jBusiness EnvironmentjIndustry Analysis (Suppliers,Subs & Buyers

jOpportunities/Threats

Internal Assessment

jResources/AssetsjStrengths/Weakness

jStrategic Relationships

Expls: Michael

Porter, Framework

for Industry

AnalysisKotler, Marketing

Management

Expls: David

Acker, Marketing

Michael Porter,

Competitive

Advantage

Opportunity Assessment

jMarket Segmentation

jCompetitive IntensityjMarket Growth RatejMarket Size

jMarket Attractiveness Scoring

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TechBA Hiram Willis

Developing Strategy for Early Stage Companies

Mission & Goals

Analysis, e.g. SWOTInternal Analysis

External

Analysis

KeyOperational

Strategies

FinancialProduct & IP Marketing & Sales

OrganizationControls &

ManagementBudgets

8/3/2019 Business Model & Strategy Templates

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TechBA Hiram Willis

-M. Porter, Competitive Advantage

Business Assessment by Competitive Environment

PotentialEntrants

Suppliers

Industry

Competitors

Rivalry Among

Firms

Substitutes

Buyers

Threat of Substitute Products & Services

Bargaining Power of Buyers

Bargaining Power of Suppliers

New Entrants & Barriers to Entry

8/3/2019 Business Model & Strategy Templates

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TechBA Hiram Willis

strengthsAdvantages of proposition?

Capabilities?

Competitive advantages?USP's (unique selling points)?Resources, Assets, People?

Experience, knowledge, data?Financial reserves, likely returns?

Marketing - reach, distribution, awareness?Innovative aspects?

Location and geographical?Price, value, quality?

Accreditations, qualifications, certifications?Processes, systems, IT, communications?

Cultural, attitudinal, behavioral?Management cover, succession?

weaknessesDisadvantages of proposition?

Gaps in capabilities?Lack of competitive strength?

Reputation, presence and reach?

Financials?

Own known vulnerabilities?Timescales, deadlines and pressures?

Cashflow, start-up cash-drain?

Continuity, supply chain robustness?

Effects on core activities, distraction?

Reliability of data, plan predictability?

Morale, commitment, leadership?

Accreditations, etc?

Processes and systems, etc?Management cover, succession?

opportunitiesMarket developments?

Competitors' vulnerabilities?Industry or lifestyle trends?

Technology development and innovation?Global influences?

New markets, vertical, horizontal?Niche target markets?

Geographical, export, import?New USP's?

Tactics - surprise, major contracts, etc?Business and product development?

Information and research?Partnerships, agencies, distribution?

Volumes, production, economies?Seasonal, weather, fashion influences?

threatsPolitical effects?

Legislative effects?Environmental effects?

IT developments?

Competitor intentions - various?Market demand?New technologies, services, ideas?

Vital contracts and partners?Sustaining internal capabilities?

Obstacles faced?Insurmountable weaknesses?

Loss of key staff?Sustainable financial backing?

Economy - home, abroad?Seasonality, weather effects?

Typical Strategic Analysis Model: SWOT

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TechBA Hiram Willis

Business Strengths & Strategy Decisions

Business / Operational Strengths

Sales / Profit / Cashflow Potential

Growth Rate

Competitive Situation

Market Traction EaseChannel Risks

Business Model Scores

Model 1 Model 2 Model 3

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Business Strategy 1 Business Strategy 2Business Strategy 3

Company Strengths

Financial Program

Technology Base & Product Strategy

Marketing Capabilities

Organizational Strengths

Special Strengths