| Instructions |
| I) Strategic Areas | II) Strategic Issues |
III) Analysis & Actions
IV) Professional Advisors
|
| 1. General Strategy | Define the business | |
| Mission & key policies | ||
| 2. Marketing | Competitive analysis | |
| Brand strategy | ||
| 3. Accounting / Finance | Current & future performance | |
| Taxation | ||
| 4. Operations | General (overview) | |
| Specific (ISO Procedures, policies, manuals) | ||
| 5. Legal | General (Contracts, policies) | |
| Specific cases / issues | ||
| 6. Technology / IP | Identify & value technology | |
| IP Protection (patents, copyrights, ...) | ||
| 7. Human resources | Profiles (key staff) & Policies | |
| Recruitment | ||
| 8. Succession planning | Valuations | |
| Terms of legal agreements | ||
| 9. Investment | Debt financing proposals | |
| Equity financing proposals | ||
| 10. DEFINE AREAS AS NEEDED | IDENTIFY KEY ISSUES |
for links to specialists in each strategic area.