Strategic Planning Analysis
<strong>Title</strong>: Strategic Planning Analysis
<strong>Assignment Instructions</strong>: Summarize the organization in 90 to 175 words, approximately 1- to 2-paragraphs. Include relevant information such as the following in your profile:
• Basic information such as organization name, legal structure, founding date, and location.
• Mission, vision, and values
• Programs, services, or products offered, including their target market
• Stakeholders such as partners, funders, or collaborators that may influence the strategic direction of the organization
[Insert your text here]
Industry Analysis
Write 90- to 175-word industry analysis of the key issues in this section. Include the following in your analysis:
• Industry overview: Look up the NAICS code and provide a brief overview of the industry
• Growth trends: Leverage past and expected growth trends to set specific growth targets for your organization
• Key challenges: Identify key challenges for your organization and your industry
• Opportunity: Recommend 1 opportunity the organization must address and justify your recommendation. Refer to the SWOT analysis you completed previously or choose a new opportunity.
• Threat: Recommend 1 threat the organization must address and justify your recommendation. Refer to the SWOT analysis you completed previously or choose a new threat.
[Insert your text here]
Balanced Scorecards
Develop 2 strategic objectives for each of the four balanced scorecard areas. Use the SMART method to create your objectives.
Identify how each objective would be measured and its targets, such as a timeline or other metrics. An example has been provided for you in the first row of each scorecard.
Financial
Financial Objectives Measures Targets: Timeline/Metrics
Example: Increase market share Total Revenue Increase 5% in first year
Customer
Customer Objectives Measures Targets: Timeline/Metrics
Example: Increase customer value Increase profit contribution per customer Increase 5% in first year
Internal Business Process
Internal Business Process Objectives Measures Targets: Timeline/Metrics
Example: Decrease lead times for new contract implementation Project implementation time frames Decrease time by 3% in first year
Learning and Growth
Learning and Growth Objectives Measures Targets: Timeline/Metrics
Example: Decrease employee turnover Facilitate regular training and opportunities for development Reduce by 4% in first year
Balanced Scorecards Summary
Write a 90- to 175-word summary of the balanced scorecards including an explanation to support why these objectives, metrics, and timelines are appropriate for the organization.
[Insert your text here]
Action Plan
Choose 1 strategic objective from each of the balanced scorecard areas to implement.
Identify the steps necessary for execution, the responsible person (i.e., job title or role), and the timeline for each objective. Add or delete rows in each table, as needed, to accommodate your content. An example is provided for you in the first row of each table.
1. [List financial objective]
Operational Step Responsible Person Timeline – mm/dd/yyyy
Review the organization’s customer database to determine potential customer groups. Market Research Manager 9/30/2025 – 10/07/2025
2. [List customer objective]
Operational Step Responsible Person Timeline – mm/dd/yyyy
3. [List internal business process objective]
Operational Step Responsible Person Timeline – mm/dd/yyyy
4. [List learning and growth objective]
Operational Step Responsible Person Timeline – mm/dd/yyyy
Strategic Planning Summary
Summarize your plans to execute the strategies and key elements of your plan in 90 to 175 words, approximately 1- to -2 paragraphs.
[Insert your text here]
References
<strong>Paper Format</strong>: APA
Answer preview to Strategic Planning Analysis
APA
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