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Strategic planning & analysis Roadmap

Master competitive intelligence, environmental analysis, strategic options, and performance management.

4-6 months
Advanced
123 frameworks
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Step 01

Competitive intelligence

5
Competitor analysis frameworkSystematic evaluation of competitors' strategies, strengths, and weaknesses.

Framework details

Systematic evaluation of competitors' strategies, strengths, and weaknesses.

Key takeaways
  • Understand the core concepts of Competitor analysis framework.
  • Apply Competitor analysis framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Porter's Five ForcesAnalyze industry structure and attractiveness: rivalry, new entrants, substitutes, suppliers, buyers.

Framework details

Analyze industry structure and attractiveness: rivalry, new entrants, substitutes, suppliers, buyers.

Key takeaways
  • Understand the core concepts of Porter's Five Forces.
  • Apply Porter's Five Forces to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Competitor analysis framework
Strategic group mapping visualize competitive positions by grouping firms with similar strategies.

Framework details

visualize competitive positions by grouping firms with similar strategies.

Key takeaways
  • Understand the core concepts of Strategic group mapping.
  • Apply Strategic group mapping to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Porter's Five Forces
Market share analysisAssess relative market position and trends to identify growth opportunities.

Framework details

Assess relative market position and trends to identify growth opportunities.

Key takeaways
  • Understand the core concepts of Market share analysis.
  • Apply Market share analysis to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Strategic group mapping
Competitive moats frameworkIdentify and strengthen sustainable competitive advantages (network effects, switching costs).

Framework details

Identify and strengthen sustainable competitive advantages (network effects, switching costs).

Key takeaways
  • Understand the core concepts of Competitive moats framework.
  • Apply Competitive moats framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Market warning analysis
Step 02

Environmental analysis

5
PESTLE analysisAnalyze Political, Economic, Social, Technological, Legal, and Environmental factors.

Framework details

Analyze Political, Economic, Social, Technological, Legal, and Environmental factors.

Key takeaways
  • Understand the core concepts of PESTLE analysis.
  • Apply PESTLE analysis to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Competitive moats framework
SWOT analysisAssess Strengths, Weaknesses, Opportunities, and Threats for strategic planning.

Framework details

Assess Strengths, Weaknesses, Opportunities, and Threats for strategic planning.

Key takeaways
  • Understand the core concepts of SWOT analysis.
  • Apply SWOT analysis to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
PESTLE analysis
VRIO frameworkEvaluate internal resources: Value, Rarity, Imitability, Organization.

Framework details

Evaluate internal resources: Value, Rarity, Imitability, Organization.

Key takeaways
  • Understand the core concepts of VRIO framework.
  • Apply VRIO framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
SWOT analysis
Value chain analysisAnalyze primary and support activities to identify sources of value and cost.

Framework details

Analyze primary and support activities to identify sources of value and cost.

Key takeaways
  • Understand the core concepts of Value chain analysis.
  • Apply Value chain analysis to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
VRIO framework
Stakeholder analysis frameworkIdentify and map stakeholder interests, power, and influence.

Framework details

Identify and map stakeholder interests, power, and influence.

Key takeaways
  • Understand the core concepts of Stakeholder analysis framework.
  • Apply Stakeholder analysis framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Value chain analysis
Step 03

Strategic options

5
Ansoff MatrixDetermine growth strategy: Market Penetration, Product Development, Market Development, Diversification.

Framework details

Determine growth strategy: Market Penetration, Product Development, Market Development, Diversification.

Key takeaways
  • Understand the core concepts of Ansoff Matrix.
  • Apply Ansoff Matrix to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Stakeholder analysis framework
Blue Ocean strategyCreate new market space and make the competition irrelevant.

Framework details

Create new market space and make the competition irrelevant.

Key takeaways
  • Understand the core concepts of Blue Ocean strategy.
  • Apply Blue Ocean strategy to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Ansoff Matrix
Bowman's strategy clockAnalyze competitive position based on price and perceived value.

Framework details

Analyze competitive position based on price and perceived value.

Key takeaways
  • Understand the core concepts of Bowman's strategy clock.
  • Apply Bowman's strategy clock to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Blue Ocean strategy
Three horizons modelManage innovation: core business (H1), emerging opportunities (H2), future transformation (H3).

Framework details

Manage innovation: core business (H1), emerging opportunities (H2), future transformation (H3).

Key takeaways
  • Understand the core concepts of Three horizons model.
  • Apply Three horizons model to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Bowman's strategy clock
Build-borrow-buy frameworkDecide whether to develop internally, partner, or acquire.

Framework details

Decide whether to develop internally, partner, or acquire.

Key takeaways
  • Understand the core concepts of Build-borrow-buy framework.
  • Apply Build-borrow-buy framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Three horizons model
Step 04

Performance management

5
Balanced scorecardTranslate strategy into action across Financial, Customer, Internal Process, and Learning & Growth.

Framework details

Translate strategy into action across Financial, Customer, Internal Process, and Learning & Growth.

Key takeaways
  • Understand the core concepts of Balanced scorecard.
  • Apply Balanced scorecard to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Build-borrow-buy framework
OKR frameworkSet ambitious Objectives and measurable Key Results to align teams.

Framework details

Set ambitious Objectives and measurable Key Results to align teams.

Key takeaways
  • Understand the core concepts of OKR framework.
  • Apply OKR framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Balanced scorecard
KPI design frameworkSelect and define meaningful Key Performance Indicators.

Framework details

Select and define meaningful Key Performance Indicators.

Key takeaways
  • Understand the core concepts of KPI design framework.
  • Apply KPI design framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
OKR framework
Strategy mapVisualize cause-and-effect relationships between strategic objectives.

Framework details

Visualize cause-and-effect relationships between strategic objectives.

Key takeaways
  • Understand the core concepts of Strategy map.
  • Apply Strategy map to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
KPI design framework
Benchmarking frameworkCompare performance against industry best practices and competitors.

Framework details

Compare performance against industry best practices and competitors.

Key takeaways
  • Understand the core concepts of Benchmarking framework.
  • Apply Benchmarking framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Strategy map
Step 05

Scenario planning

5
Scenario planning matrixDevelop plausible future scenarios based on key uncertainties and drivers.

Framework details

Develop plausible future scenarios based on key uncertainties and drivers.

Key takeaways
  • Understand the core concepts of Scenario planning matrix.
  • Apply Scenario planning matrix to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Benchmarking framework
War gaming frameworkSimulate competitive moves and counter-moves to test strategies.

Framework details

Simulate competitive moves and counter-moves to test strategies.

Key takeaways
  • Understand the core concepts of War gaming framework.
  • Apply War gaming framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Scenario planning matrix
Future casting frameworkProject current trends to anticipate future market states.

Framework details

Project current trends to anticipate future market states.

Key takeaways
  • Understand the core concepts of Future casting framework.
  • Apply Future casting framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
War gaming framework
Pre-mortem analysisAssume failure and work backward to identify potential causes.

Framework details

Assume failure and work backward to identify potential causes.

Key takeaways
  • Understand the core concepts of Pre-mortem analysis.
  • Apply Pre-mortem analysis to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Future casting framework
Contingency planning frameworkPrepare actionable plans for specific risk events or scenarios.

Framework details

Prepare actionable plans for specific risk events or scenarios.

Key takeaways
  • Understand the core concepts of Contingency planning framework.
  • Apply Contingency planning framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Pre-mortem analysis
Step 06

Scenario planning

5
Scenario planning matrixDevelop plausible future scenarios based on key uncertainties and drivers.

Framework details

Develop plausible future scenarios based on key uncertainties and drivers.

Key takeaways
  • Understand the core concepts of Scenario planning matrix.
  • Apply Scenario planning matrix to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Benchmarking framework
War gaming frameworkSimulate competitive moves and counter-moves to test strategies.

Framework details

Simulate competitive moves and counter-moves to test strategies.

Key takeaways
  • Understand the core concepts of War gaming framework.
  • Apply War gaming framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Scenario planning matrix
Future casting frameworkProject current trends to anticipate future market states.

Framework details

Project current trends to anticipate future market states.

Key takeaways
  • Understand the core concepts of Future casting framework.
  • Apply Future casting framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
War gaming framework
Pre-mortem analysisAssume failure and work backward to identify potential causes.

Framework details

Assume failure and work backward to identify potential causes.

Key takeaways
  • Understand the core concepts of Pre-mortem analysis.
  • Apply Pre-mortem analysis to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Future casting framework
Contingency planning frameworkPrepare actionable plans for specific risk events or scenarios.

Framework details

Prepare actionable plans for specific risk events or scenarios.

Key takeaways
  • Understand the core concepts of Contingency planning framework.
  • Apply Contingency planning framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Pre-mortem analysis
Step 07

Strategic alignment

5
McKinsey 7S frameworkAlign Strategy, Structure, Systems, Shared Values, Style, Staff, and Skills.

Framework details

Align Strategy, Structure, Systems, Shared Values, Style, Staff, and Skills.

Key takeaways
  • Understand the core concepts of McKinsey 7S framework.
  • Apply McKinsey 7S framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Contingency planning framework
Hoshin Kanri matrixCascade strategic goals through the organization (X-Matrix).

Framework details

Cascade strategic goals through the organization (X-Matrix).

Key takeaways
  • Understand the core concepts of Hoshin Kanri matrix.
  • Apply Hoshin Kanri matrix to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
McKinsey 7S framework
Strategic alignment modelAlign business strategy with IT strategy and infrastructure.

Framework details

Align business strategy with IT strategy and infrastructure.

Key takeaways
  • Understand the core concepts of Strategic alignment model.
  • Apply Strategic alignment model to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Hoshin Kanri matrix
Cultural alignment frameworkEnsure organizational culture supports the strategic direction.

Framework details

Ensure organizational culture supports the strategic direction.

Key takeaways
  • Understand the core concepts of Cultural alignment framework.
  • Apply Cultural alignment framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Strategic alignment model
Change management strategy (Kotter)Lead organizational change to implement strategy effectively.

Framework details

Lead organizational change to implement strategy effectively.

Key takeaways
  • Understand the core concepts of Change management strategy (Kotter).
  • Apply Change management strategy (Kotter) to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Cultural alignment framework
Step 08

First principles & strategic thinking

8
First principles thinkingBreak problems down to fundamental truths to build up original solutions.

Framework details

Break problems down to fundamental truths to build up original solutions.

Key takeaways
  • Understand the core concepts of First principles thinking.
  • Apply First principles thinking to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Five whysUncover root causes by iteratively asking "why".

Framework details

Uncover root causes by iteratively asking "why".

Key takeaways
  • Understand the core concepts of Five whys.
  • Apply Five whys to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
First principles thinking
Inversion (Charlie Munger)Avoid failure by thinking backwards from the worst possible outcome.

Framework details

Avoid failure by thinking backwards from the worst possible outcome.

Key takeaways
  • Understand the core concepts of Inversion (Charlie Munger).
  • Apply Inversion (Charlie Munger) to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Five whys
Second-order thinkingConsider the long-term consequences of your decisions.

Framework details

Consider the long-term consequences of your decisions.

Key takeaways
  • Understand the core concepts of Second-order thinking.
  • Apply Second-order thinking to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Inversion (Charlie Munger)
Occam’s razorChoose the simplest explanation with the fewest assumptions.

Framework details

Choose the simplest explanation with the fewest assumptions.

Key takeaways
  • Understand the core concepts of Occam’s razor.
  • Apply Occam’s razor to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Second-order thinking
OODA loop (Boyd)Outmaneuver competitors by cycling through observe, orient, decide, and act.

Framework details

Outmaneuver competitors by cycling through observe, orient, decide, and act.

Key takeaways
  • Understand the core concepts of OODA loop (Boyd).
  • Apply OODA loop (Boyd) to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Occam’s razor
Strategic trade-offs frameworkDefine what not to do to create a focused strategy.

Framework details

Define what not to do to create a focused strategy.

Key takeaways
  • Understand the core concepts of Strategic trade-offs framework.
  • Apply Strategic trade-offs framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
OODA loop (Boyd)
North star frameworkAlign the organization around a single critical metric.

Framework details

Align the organization around a single critical metric.

Key takeaways
  • Understand the core concepts of North star framework.
  • Apply North star framework to growth decisions and prioritization.
  • Measure the impact with practical metrics and real-world benchmarks.
Prerequisites
Strategic trade-offs framework

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