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Establishing 'Making it Happen' as a 'Formal & Predictable' Discipline
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External Information Assessment Report

This template is used to record and present the information related to the environment external to the organization. The external information along with the internal information helps in building the SWOT during strategic planning phase.
 
This page of 'Practice Tools' is linked to:  'Executable' Strategy, Customer Relationship, Sales & Distribution, Focus & Money-Machine,

When is External Information Assessment Report used for Strategic Planning?

Please refer to Information Gathering & Assessment in Creating Strategy Blueprint phase for context of this template.

This template is used during and after the work on information gathering on external environment is going on. As strategy is an ongoing process of re-thinking and adapting to new external and internal factors, this report becomes a dynamic document. This report along with the Internal Information Assessment Report completes the picture for what information we should consider while formulating the strategy.

Why is it used?

This works like an independent and dispassionate platform for sharing the information, interpreting it and also doing an impact analysis on the organization. One of the issues which any strategy faces is that many a times information is presented (or twisted) to suit the gut-feel strategy. By having a separate report, one can to a certain extent 'try' to make this a less influenced assessment.

it is also the fact that there are many a times no right or wrong answer to the assessment of information. One has to take a best guess. This report tries to maintain a balance between hard and soft assessments.

How is it used?

The template becomes a reference point as one gets on to gather information. The information gathering has to be given a context/direction/scope. Post that, the methodology and tricks to get the external information is also discussed to make sure that maximum effort is spent on areas which are most important. Post initiation of information gathering exercise, one can start filling-up this template as living document.


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JB-External Information Assessment.doc  

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TOPIC - Creating Strategy Blueprint → Strategy Blueprint Information Gathering → Practice Tools → Source to Target Table → Practice Tools → SWOT Assessment Report → Practice Tools → Business Objectives Drill Down → Practice Tools → Individual goal Sheet → Practice Tools → Dashboard Health Checklist → Practice Tools → Scorecard Health Checklist → 
 
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SWOT Assessment Report
Business Objectives Drill Down
Individual goal Sheet
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