Strategic Appraisal

Creating and Presenting Strategic Plans

Determinants of Performance

Day to dayAnnual

procedures

Vision, strategy,leadership and

values

ResultsAnnualreview

Strategic review

Operational

Administrative

StrategicStra

tegy

Drives

Finan

cials

not

Finan

cials

Drive

Strate

gy

Determinants of Performance

External

Internal

Strategic Administrative Operational

Opportunities

Threats

Weaknesses

Strengths

Strengths and Weaknesses

Opportunities

Threats

Weaknesses

Strengths

Mission & Goals

Funct. Performance

Strategy

Leadership

Liquidity

Leverage

Activity

Profitability

Ratio Analysis

Detail

Opportunities

Threats

Weaknesses

StrengthsBullet point paragraphs + data + diags. on

eachPoliticalPro:• Stability: xx xx

xx• Global unity

Con:• Eurozone: xx xx

xx• ExtremismEconomicPro:• Interest rates

xx xx• Disposable

income

Con:• Inflation: xx xx

xx• Poverty

Political

Social

Economic

Technological

Environmental

Legal

Structuring a Strategic Appraisal

Company Review

Conclusion

Executive Summary

Aim

SWOT Analysis

Pestel Analysis

Sales performance

Diagrams

Tables/Figures

Comments•Growth• Problems

Company X Sales & Profits 201X to 201Z

201W201XY

201Y201Z

0

125

250

375

500

Sales $Mn Profit $Mn

• Huge increase in sales• Profits not keeping up

• Remedy: Promotion to build brand + price rise

RMS changes 201X - 201Z

Company RMS Change (%)

X 1.4 0

Y 0.6 +10

Z 0.3 -2

Tables

Graph of SWOT

Margins Declining

New Entrants

Lowest Cost

China

Leadership

No 1 RMS

Growing Markets

Workfore

Weaknesses

Strengths

ThreatsOpportuniti

es

Company Strong but Threats High Company Strong and Opportunities Good

Company Weak and Opportunities GoodCompany Weak and Threats High

The End