File includes 3 templates. The first form has 27 of the most frequent criteria for segmentation organized in 4 main areas.  For most of the 27 criteria we identify/suggest the most common cohorts; for instance, for Behavioral – Buying occasion:    Impulse, Regular, Special Occasion, List, On promo-only. The second is a template for you to …

S4A1102 – External Analysis – Template for Identifying Variables of Segmentation and New Customer Segments Read More »

This is the template for the first step of External Analysis – scanning the macro trends for future impacts on your business. It uses the PESTEL tool. File format: compressed (zip) excel file, editable. Buying this file entitles you to use it yourself and: a) If you work for a company or organization, you can …

S4A1101 – External Analysis:  Template for PESTEL Analysis of Macro Trends Read More »

Preparation Package. All 4 Preparation files below at a 31% discount!!! A value of $19.47 for only $13.49!!! Getting your ready to start your Strategic journey. File format: compressed (zip) excel files, editable. Buying this file entitles you to use it yourself and: a) If you work for a company or organization, you can use …

S4A0Prp – Preparation Package Read More »

The Framework recommends starting off with an unincumbered and anonymous inquire to the Strategy Team members regarding SWOT (Strengths, Weaknesses, Opportunities, and Threats). The “Putting Together YOUR STRATEGY” framework, a simplified version, uses a smaller audience. Either way, this is the template to get the initial raw opinion of the ST members, uncovering immediately the …

S4A0103+ – Preparation: Template for Initial SWOT Analysis Read More »

File includes 2 templates. The first template helps you set up the Kickoff meeting with the Strategy Team; it Includes tips about the set-up, topics to bring up, the actual agenda for the meeting, and mentions the presentation or videos to show. The second template has the typical agenda for status meetings which are recommended …

S4A0102+ – Preparation: Template for Kickoff Meeting Agenda and template for Weekly Status Meetings Read More »

File includes 3 templates. The first has the instructions for forming the Strategy Team and the information to collect about each member. The second has the main topics to cover during the initial individual meeting with each member. The third has a matrix to evaluate the risk and suggest a mitigation for the risk to …

S4A0101s+ – Preparation: Template for Strategy Team formation, Initial individual interview script, and Strategy Team Member Assessment and Risk Management Read More »