Specializing in the food industry

Strategic planning outline

I. Situational Analysis

  • Corporate Mission Statement
  • Current competitive environment
  • Three year financial history
  • Critical issues

II. Objectives (Three year objectives by year)

  1. Sales and marketing
  2. Financial
  3. Operations (Plant and/or Warehouse)
  4. Other

III. Strategies

  • List 2 or 3 key strategies
  • How will success be measured? List criteria.
  • List capital requirements and amounts.
  • Sales and Marketing Strategies
  • Operations Strategies
  • Financial Strategies

IV. Projected Financial Results

  • Project financial results for three years based upon marketing, sales and operating strategies.
  • List financial requirements (bank & other).
  • Compare with growth and financial objectives.

V. Gap Analysis

  • This is the difference between the corporate results achieved by internal growth and the corporate objectives. This gap can be filled by an acquisition or by new product development.
  • Develop and list criteria for acquisition. (See listing)
  • Potential acquisition targets (List and rank top 5 targets)

VI. Action Plans

  • Each department should develop action plans that meet corporate objectives, and reviews these plans with management.