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This toolkit consists of resources developed for use in strategic analysis over the course of more than a decade. Click on the processes and outputs listed below to link to relevant slide decks, handouts, questionnaires, and examples.
Not sure where to start? Click on the thumbnail for a brief orientation to strategy development.
Orientation to Strategy Development.pptxWhat?
What?
WHy?
WHy?
When?
When?
Clarifies the organization’s fundamental purpose (mission) and aspirational future state (vision). Provides overarching direction and meaning that guide all subsequent strategic choices.
At the outset of the strategy process; revisited periodically when the organization undergoes major change.
Articulates the guiding principles and norms that shape organizational culture, behavior, and decision-making. Helps ensure alignment between strategy and institutional identity.
Early in the process, alongside mission and vision, as a normative foundation for choices and tradeoffs.
Identifies key internal and external stakeholders, clarifies their interests, influence, and expectations, and reveals potential sources of support or resistance.
Early environmental scanning, informing priorities, risks, and communication strategies.
Identifies domains where the organization competes and the strength of competitors within each one. Helps determine how the organization can position itself to compete more effectively.
During external analysis, especially in competitive or resource-constrained environments.
Integrates internal insights (strengths, weaknesses) with external conditions (opportunities, threats) in a single diagnostic framework.
Transitional tool between analysis and strategy formulation; synthesizes earlier inputs.
Clarifies how the organization creates, delivers, and captures value across key components (customers, resources, partners, activities, finances). Makes strategic assumptions visible and testable.
During strategy design, particularly when innovation, restructuring, or new initiatives are under consideration.
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