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   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

Click on the Demo BPO link on the left and review the examples and templates in the SUPPORTING DOCUMENTATION REPORT. Click here for detailed instructions.

Click on the Demo BPO link on the left and review the for links to specialists in each strategic area.