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

This template is used to record and present the information related to the environment internal to the organization. The internal information along with the external information assessment 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 Internal 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 information gathering on internal assessment is going on. As strategy is an ongoing process of re-thinking and adapting to new internal factors, this report becomes a dynamic document. Along with External Information Assessment Report, it completes the picture for all information one needs to work on SWOT and finally for the strategy blue-print.

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 many a times there are no right or wrong answers 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 internal information gathering though having some context is more open-ended compared to what you do for external information gathering.


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JB-Internal Information Assessment.doc  

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