麦肯锡战略咨询手册1PPT.ppt

1、CONFIDENTIAL,BU Strategic Plan Template Book,Training materials8 June 2001,This report is solely for the use of client personnel.No part of it may be circulated,quoted,or reproduced for distribution outside the client organization without prior written approval from McKinsey it is not a complete rec

2、ord of the discussion.,Jim Ayala PHOMelissa Gil PHORegina Manzano PHOSuresh Mustapha PHOSteve Shaw HKOShelly Yeh PHOChoon-Gin Tan SIO,1,STRATEGY PLANNING INSTRUCTIONS,The objective of these templates is to provide completeness and consistency of BU strategic plan submissions.These templates are not

3、intended to replace or constrain BU strategic thinking and should be adapted to reflect a particular BUs sectoral context as requiredEach section begins with a summary that is based on a synthesis of questions and analyses that follow.The suggested approach would be to first complete the relevant ba

4、ck-up analyses and then work towards the overall synthesis,2,TABLE OF CONTENTS,I.Executive summaryII.Environmental and internal assessmentA.Industry dynamics and its implicationsB.Competitive assessmentC.Internal assessmentIII.Strategic definition and implicationsA.Strategy articulationB.Strategic i

5、nitiativesC.Financial projectionD.Risks/contingencies and strategic alternativesIV.Exhibits,3,BU STRATEGIC PLAN DEVELOPMENT,Industry dynamics and implications,Environmental and internal assessment,Competitive assessment,Internal assessment,What are the major changes in industry dynamics and resultin

6、g opportunities and risks?,What are your competitive strengths and weaknesses?,How does your current business emphasis fit with industry opportunity and competitive landscape?,Strategy articulation,Strategic definition and implications,Strategic initiatives,Financial projections,What strategy will y

7、our BU pursue over the next 3 years?,What will be the impact of major strategic initiatives?,What are the expected financial returns of your strategy?,+,+,+,+,Risk/contingen-cies&strategic alternatives,What strategic alternatives have you considered?,+,4,I.EXECUTIVE SUMMARY,Instructions:The Executiv

8、e Summaryprovides a synthesis of theEnvironmental and InternalAssessments and theresultant BU Strategic Plans,5,II.ENVIRONMENTAL AND INTERNAL ASSESSMENT,6,IIA.INDUSTRY DYNAMICS AND IMPLICATIONS SUMMARY,A.What are the major changes in industry dynamics and the resulting opportunities and risks?,A.2Ho

9、w is industry structure changing(demand,supply,and industry chain economics)?What are the resulting opportunities and risks?,A.3What is the expected competitor conduct?What are the resulting opportunities and risks?,A.4What are the present and future external factors that could present new opportuni

10、ties and risks?,A.1What industry are you competing in?What are the various segments in the industry?,Instructions:The answer to thisoverarching questionrequires a recapitulationof the sections mainfindings,Instructions:These subsectionscontain a 1-2 sentencesummary of the relevantfindings,7,IIA.INDU

11、STRY DYNAMICS AND IMPLICATIONS BACK-UP 1,A.1What industry are you competing in?What are the various segments in the industry?,Industry definitionIndustry segmentationDefinitionSizing,Instructions:Exhibit 1 could providea useful framework foranswering this question,Industry definition:,Industry segme

12、ntation:,8,IIA.INDUSTRY DYNAMICS AND IMPLICATIONS BACK-UP 2,A.2How is industry structure changing with respect to demand,supply,and industry chain economics?What are the resulting opportunities and risks?,Economics of demandBy segmentSubstitutes,ability to differentiateVolatility,cyclicalityEconomic

13、s of supplyProducer concentration and diversityImport competitionCapacity utilizationEntry/exit barriersCost structure(fixed and variable)Industry chain economicsCustomer and supplier bargaining power,Instructions:Exhibit 2,3 or 4 could providea useful framework foranswering this question,9,IIA.INDU

14、STRY DYNAMICS AND IMPLICATIONS BACK-UP 3,A.3What is the expected competitor conduct?What are the resulting opportunities and risks?,Major industry competitor movesMarketing initiativesIndustry capacity changesM&As,divestituresVertical integration/disaggregationAlliances and partnershipsCost control

15、and efficiency improvements,Instructions:Exhibit 2,3 or 4 could providea useful framework foranswering this question,10,IIA.INDUSTRY DYNAMICS AND IMPLICATIONS BACK-UP 4,A.4What are the present and future external factors that could present new opportunities and risks?,Impact and likelihood of major

16、industry discontinuitiesChanges in regulation/government policyTechnological breakthroughs,Instructions:Exhibit 2,3 or 4 could providea useful framework foranswering this question,11,IIB.COMPETITIVE ASSESSMENT SUMMARY,B.What are your competitive strengths and weaknesses?,B.1What are the capabilities required to succeed in this industry?,B.2How do you compare against these necessary capabilities?,Instructions:The answer to thisoverarching questionrequires a recapitulationof the sections mainfindi