| Instructions |
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| Strategic Areas | Strategic Issues | Instructions & Examples | Professional advisors / assistance |
| General Strategy | Define the business | templates & instructions | firms/bios |
| Mission & key practices | |||
| Marketing | Definition of business | templates & instructions | firms/bios |
| Competitive analysis | |||
| Accounting / Finance | Current & future performance | templates & instructions | firms/bios |
| Financing | |||
| Operations | General (overview) | firms/bios | |
| Specific (ISO Procedures, policies, manuals) | |||
| Legal | General (contracts, policies) | firms/bios | |
| Specific cases / issues | |||
| Technology / IP | Identify & value technology | firms/bios | |
| IP Protection (patents, copyrights, ...) | |||
| Human resources | Profiles (key staff) & Policies | firms/bios | |
| Recruitment | |||
| Succession planning | Valuations | templates & instructions | firms/bios |
| Terms of legal agreements |