Review Existing Strategies
A review of the client's current or earlier strategies: what holds, what needs updating and where the gaps are.
A summary of the current strategy goes in and a critique comes out.
- Client / Company Name
- Existing Strategy Summary
- Strategy Timeframe
- Approved outputs of Interview & Customer Insight Synthesis (optional)
- A summary of the current strategic intent
- What is working and why
- What is not working or is outdated
- Gaps against the current market context
- Elements to carry forward and elements to stop
Four steps from start to finish.
- 1Fill in the input form
Complete the fields: Client / Company Name; Existing Strategy Summary; Strategy Timeframe.
- 2Choose upstream context
Tick which approved outputs to include as context: Interview & Customer Insight Synthesis. Anything not approved is simply left out.
- 3Review the streamed output
The draft streams in as you watch. Read it, add comments for the team and edit the text. Regenerate it with feedback if it needs another pass.
- 4Approve the result
An approved output becomes available as context for Evaluate Financial Logic, Portfolio & Business Models and Core Capabilities & SWOT, and it appears on the Summary page.
A new strategy has to start from an honest view of the old one.
The tool takes a summary of the existing strategy and its timeframe. It states the strategic intent, separates what is working from what is outdated, and compares the strategy with the current market context. It can use the approved interview synthesis as context.