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10 strategies and tactics for Strategic Analysis

What is Strategic Analysis strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Crafting the perfect Strategic Analysis strategy can feel overwhelming, particularly when you're juggling daily responsibilities. That's why we've put together a collection of examples to spark your inspiration.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Strategic Analysis strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Strategic Analysis strategy examples

You'll find below a list of Strategic Analysis tactics. We also included action items for each template to make it more practical and useful.

Strategies and tactics for conducting a strategic group analysis of Sanofi

  • ⛳️ Strategy 1: Map strategic groups in the pharmaceutical industry

    • Identify major competitors of Sanofi in the pharmaceutical industry
    • Collect data on key competitive factors such as market share, product range, and R&D spending
    • Use a visual mapping tool to display competitors according to significant competitive features
    • Identify clusters of competitors with similar strategies and positioning
    • Label each strategic group based on unique competitive strategies or characteristics
    • Assess the size and influence of each strategic group in the industry
    • Analyse differences in profitability and performance among strategic groups
    • Identify potential barriers to movement among strategic groups
    • Compare Sanofi's positioning with other companies in the strategic group
    • Highlight key success factors for Sanofi within its strategic group

  • ⛳️ Strategy 2: Evaluate Sanofi's competitive advantage

    • Review Sanofi's current products and services portfolio
    • Analyse Sanofi's unique resources and capabilities contributing to its competitive advantage
    • Benchmark Sanofi's performance metrics against key competitors
    • Investigate Sanofi's R&D capabilities and innovation strengths
    • Examine Sanofi's brand reputation and market presence
    • Identify key partnerships and alliances contributing to competitive advantage
    • Evaluate customer loyalty and retention strategies
    • Assess cost structure and operational efficiencies compared to competitors
    • Analyse any differentiation strategies implemented by Sanofi
    • Determine growth opportunities within Sanofi's strategic group

  • ⛳️ Strategy 3: Identify future strategic opportunities for Sanofi

    • Conduct a PESTLE analysis to understand external influences on the pharmaceutical industry
    • Analyse emerging trends and potential disruptions in the healthcare sector
    • Identify unmet market needs and potential areas for expansion
    • Investigate innovative technologies and their applicability to Sanofi's strategy
    • Review past strategic moves by Sanofi and their outcomes
    • Consider entry into new geographic markets or segments
    • Examine possible mergers, acquisitions, or partnerships
    • Identify opportunities to enhance R&D capabilities and pipeline development
    • Develop scenarios for potential future industry developments
    • Prioritise strategic options based on feasibility and expected impact
strategic-analysiscompetitive-positioningmarket-analystcompetitive-strategiststrategic-planning-teamr&d-team
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Strategies and tactics for creating a quarterly review deck

  • ⛳️ Strategy 1: Conduct a comprehensive market analysis

    • Gather market data from reputable sources for the Food and Beverage sector
    • Identify key trends and shifts observed over the past quarter
    • Analyse competitive landscape by assessing major competitors' strategies
    • Highlight changes in consumer demand and preferences
    • Include insights on regulatory changes affecting the industry
    • Evaluate supply chain performance and any disruptions
    • Summarise financial performance data, including revenue and margins
    • Identify any technological advancements impacting the sector
    • Assess partnership and collaboration opportunities identified in the quarter
    • Draft a comprehensive market analysis section for the deck

  • ⛳️ Strategy 2: Develop strategic insights and recommendations

    • Review quarterly objectives and assess achievement levels
    • Identify successful strategies and areas requiring improvement
    • Develop actionable recommendations for growth and innovation
    • Incorporate stakeholder feedback and insights into strategies
    • Evaluate potential risks and mitigation strategies
    • Benchmark performance against industry standards
    • Explore opportunities for sustainable practices
    • Identify potential new market segments for expansion
    • Craft a narrative that aligns business goals with market demands
    • Prepare summarised strategic insights and recommendations for the deck

  • ⛳️ Strategy 3: Design engaging presentation visuals

    • Select a clean and professional template for the deck
    • Ensure brand consistency with company colours and fonts
    • Create infographics to visualise data and trends
    • Incorporate graphs and charts to display financial performance
    • Use images and icons to make content more relatable
    • Develop a cohesive slide structure with clear headings
    • Include quotes or statements from industry leaders or partners
    • Add an executive summary slide with key takeaways
    • Ensure all text is concise and to the point
    • Review and test the presentation for clarity and impact
market-analysisstrategic-insightsmarket-analyststrategic-plannermarketing-teamdata-analysis-team
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Strategies and tactics for crafting a comprehensive strategic plan

  • ⛳️ Strategy 1: Evaluate the current situation

    • Conduct a SWOT analysis to assess strengths, weaknesses, opportunities, and threats
    • Review the organisation's mission and vision statements
    • Analyse current market and industry trends
    • Evaluate past performance and outcomes
    • Gather feedback from stakeholders including employees, customers, and partners
    • Identify existing resources and capabilities
    • Review financial statements and budget allocations
    • Conduct a competitor analysis
    • Assess compliance with legal and regulatory requirements
    • Identify gaps and areas for improvement

  • ⛳️ Strategy 2: Define strategic objectives

    • Set clear and measurable short-term and long-term goals
    • Determine key performance indicators (KPIs) for tracking progress
    • Align objectives with the overall mission and vision
    • Prioritise objectives based on importance and impact
    • Ensure objectives are SMART (Specific, Measurable, Achievable, Relevant, Time-bound)
    • Develop a timeline for achieving each objective
    • Involve stakeholders in the goal-setting process
    • Identify potential obstacles and plan solutions
    • Ensure objectives align with market opportunities
    • Review and adjust objectives regularly to remain relevant

  • ⛳️ Strategy 3: Implement and monitor the plan

    • Develop detailed action plans for each objective
    • Assign roles and responsibilities to team members
    • Allocate resources and budget effectively
    • Set up regular progress review meetings
    • Use performance management tools to monitor KPIs
    • Provide training and development for staff as needed
    • Communicate the plan and progress to all stakeholders
    • Adapt to changes in the market or organisation
    • Celebrate milestones and achievements
    • Review and revise the plan annually to ensure continued alignment with goals
strategic-planningswot-analysisstrategic-plannerproject-managerexecutive-management-teammarketing-team
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Strategies and tactics for developing a strategic financial business plan

  • ⛳️ Strategy 1: Conduct a thorough financial analysis

    • Compile and review historical financial data from the past three years
    • Analyse current cash flow, income, and expenditure trends
    • Identify key performance indicators (KPIs) relevant to your industry
    • Evaluate your current asset and liability structure
    • Benchmark your financial metrics against industry averages
    • Identify strengths, weaknesses, opportunities, and threats (SWOT analysis)
    • Engage financial experts to validate the analysis findings
    • Summarise key insights and implications of the financial analysis
    • Determine areas with potential for cost reduction or revenue increase
    • File findings into a digital dashboard for ongoing monitoring

  • ⛳️ Strategy 2: Define financial goals and objectives

    • Set short-term, mid-term, and long-term financial goals
    • Ensure goals are specific, measurable, attainable, relevant, and time-bound
    • Prioritise goals based on potential impact and feasibility
    • Assign responsible teams or individuals for each financial objective
    • Develop key performance indicators (KPIs) for tracking progress
    • Align financial goals with the overall business strategy
    • Communicate financial objectives to all stakeholders
    • Create a timeline for achieving each financial goal
    • Regularly review and adjust financial goals based on performance
    • Include a risk management plan to mitigate potential setbacks

  • ⛳️ Strategy 3: Develop a strategic budgeting plan

    • Draft a detailed budget breakdown of all projected income and expenditures
    • Set spending limits within each department or category
    • Incorporate contingency funds for unforeseen expenses
    • Implement a budgeting software for accurate tracking and reporting
    • Schedule regular budget reviews with department heads
    • Identify opportunities for cost savings and efficiency improvements
    • Allocate resources to high-priority business initiatives
    • Review budget plan with financial advisors or consultants
    • Communicate the budget plan guidelines across the organisation
    • Use variance analysis to track budget adherence and inform adjustments
financial-analysisstrategic-goalsfinancial-analystbudget-managerfinance-teamstrategic-planning-team
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Strategies and tactics for conducting a SWOT Analysis for Strategic Planning

  • ⛳️ Strategy 1: Identify strengths of the organisation

    • Assess existing partnerships with employers
    • Evaluate the success rate of job placements for persons with disabilities
    • Gather feedback from clients on support services
    • Review any specialised training or resources offered
    • Highlight the experience and expertise of team members
    • Assess the organisation's reputation and brand recognition
    • Identify awards or recognitions received by the organisation
    • Analyse funding and financial stability
    • Determine the effectiveness of current communication channels
    • Identify unique features that differentiate the organisation from competitors

  • ⛳️ Strategy 2: Recognise weaknesses impacting performance

    • Analyse gaps in service delivery or coverage
    • Identify areas where resources are insufficient
    • Gather feedback on the accessibility of services
    • Review the current technological infrastructure and tools
    • Assess employee turnover rates and job satisfaction
    • Evaluate the training needs of staff on disability awareness
    • Determine any limitations in partnerships with employers
    • Examine current marketing and outreach efforts
    • Assess financial challenges or constraints
    • Identify delays or inefficiencies in processes

  • ⛳️ Strategy 3: Explore opportunities for further growth

    • Research emerging trends in accessibility and disability inclusion
    • Explore opportunities for expanding services geographically
    • Identify potential partnerships with new employers
    • Seek collaborations with disability advocacy groups
    • Explore grants and funding avenues for expansion
    • Investigate additional training programs to offer
    • Identify potential technological advancements to incorporate
    • Plan campaigns to raise awareness among employers
    • Engage in industry networking and conferences
    • Explore potential for online or digital service delivery
swot-analysisstrategic-planningstrategistanalystplanning-teamoutreach-team
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Strategies and tactics for preparing A Bank's Strategic Report

  • ⛳️ Strategy 1: Conduct Market Analysis

    • Identify key market trends impacting the banking sector
    • Analyse competitor strategies and performance
    • Evaluate customer needs and preferences
    • Assess the regulatory environment and its implications
    • Examine technological advancements in banking services
    • Gather data on economic indicators affecting banking
    • Review industry reports and research papers
    • Conduct SWOT analysis for the bank
    • Engage with industry experts for insights
    • Summarise findings into an actionable report section

  • ⛳️ Strategy 2: Define Strategic Objectives

    • Identify short-term and long-term goals for the bank
    • Align objectives with the bank's vision and mission
    • Set measurable targets for each strategic goal
    • Engage stakeholders in the objective-setting process
    • Prioritise objectives based on impact and feasibility
    • Consider customer-focused outcomes in objectives
    • Integrate risk management into strategic goals
    • Ensure regulatory compliance within objectives
    • Benchmark objectives against industry standards
    • Document objectives clearly in the strategic report

  • ⛳️ Strategy 3: Develop Implementation Plan

    • Outline key initiatives and projects to achieve objectives
    • Assign responsibilities to relevant departments and teams
    • Establish a timeline with milestones for each initiative
    • Allocate resources, including budget, for each project
    • Develop performance metrics to track progress
    • Identify potential risks and mitigation strategies
    • Incorporate feedback loops for continuous improvement
    • Communicate the plan effectively to all stakeholders
    • Establish a monitoring and reporting system
    • Schedule regular review meetings to assess progress
market-analysisstrategic-objectivesanalystproject-managerstrategy-teamrisk-management-team
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Strategies and tactics for creating a Strategic Plan for Evangelicals of the Body of Christ Church and Ministries

  • ⛳️ Strategy 1: Develop robust leadership and governance structure

    • Conduct leadership training sessions for church council and departmental heads annually
    • Implement a mentorship program for emerging leaders within the congregation
    • Establish clear operational policies and procedures for governance and accountability
    • Hold regular strategic review meetings with church council and stakeholders
    • Develop a succession plan for key leadership roles to ensure continuity
    • Facilitate leadership retreats to promote team building and strategic thinking
    • Enhance internal communication systems for better coordination and information sharing
    • Engage in partnerships with other churches for leadership exchange programmes
    • Establish an internal audit committee to oversee financial management and integrity
    • Create a committee to focus on the diversity and inclusivity within church leadership

  • ⛳️ Strategy 2: Implement community engagement and development programmes

    • Organize biannual community service projects to foster good relationships
    • Establish a youth mentorship programme to aid their growth and participation
    • Collaborate with local NGOs and government bodies for community health initiatives
    • Host workshops focusing on skills development and entrepreneurship for members
    • Develop a community garden project to promote sustainability and self-reliance
    • Conduct educational support programmes for children and youth in the community
    • Organize peacebuilding activities to address local conflicts and advocate for justice
    • Create a support network for vulnerable community members including those affected by HIV/AIDS
    • Establish a resource centre offering educational and spiritual resources
    • Launch a community awareness campaign on social issues like drug abuse and early marriages

  • ⛳️ Strategy 3: Enhance spiritual growth and religious education within the congregation

    • Establish a comprehensive Sunday school programme with trained teachers
    • Organize quarterly spiritual retreats and workshops for all congregants
    • Increase the frequency of bible study sessions and prayer meetings
    • Launch a mentorship scheme linking new members with experienced church members
    • Develop a digital platform for sharing sermons and religious resources
    • Encourage active participation in church by involving congregants in service roles
    • Celebrate church milestones with inclusive ceremonies and special services
    • Promote the development of musical talents through choir and music group formations
    • Provide pastoral care and counseling services for spiritual and personal development
    • Foster a culture of openness and spiritual dialogue through discussion groups and forums
strategic-planninggovernancechurch-council-memberleadership-mentorleadership-training-teamcommunity-development-team
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Strategies and tactics for creating a strategic plan

  • ⛳️ Strategy 1: Conduct a comprehensive analysis

    • Identify the strengths, weaknesses, opportunities, and threats (SWOT analysis)
    • Research market trends and competitor strategies
    • Engage stakeholders to gather input and insights
    • Review past performance data and reports
    • Benchmark against industry standards
    • Assess internal resources and capabilities
    • Conduct customer needs and preference surveys
    • Analyse financial trends and forecasts
    • Evaluate regulatory and environmental factors
    • Compile a detailed report of findings

  • ⛳️ Strategy 2: Define clear objectives and goals

    • Translate findings from analysis into actionable goals
    • Prioritise objectives based on impact and feasibility
    • Set short-term and long-term goals
    • Ensure goals align with organisational vision and mission
    • Create specific, measurable, achievable, relevant, and time-bound (SMART) goals
    • Discuss and agree on goals with key stakeholders
    • Draft a goal-oriented mission statement
    • Establish key performance indicators (KPIs) for each goal
    • Develop a timeline for achieving goals
    • Prepare contingency plans for goal adjustments

  • ⛳️ Strategy 3: Develop and implement strategic initiatives

    • Identify strategic initiatives that align with objectives
    • Allocate resources effectively for each initiative
    • Create detailed action plans for each strategic initiative
    • Establish cross-functional teams to implement initiatives
    • Assign roles and responsibilities to team members
    • Develop a communication plan for stakeholders and teams
    • Use technology and tools to track progress and performance
    • Regularly review and assess initiative progress
    • Encourage innovation and adaptability within teams
    • Document and report on successes and areas for improvement
strategic-planningswot-analysisproject-managerstrategy-analystcross-functional-teamsstrategic-planning-team
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Strategies and tactics for developing a Strategic Plan for an International Investment Firm

  • ⛳️ Strategy 1: Define and Communicate Company Vision and Mission

    • Draft a clear and inspiring vision statement reflecting the long-term aspirations
    • Craft a concise and actionable mission statement outlining the firm's purpose and core operations
    • Identify and articulate three core values that will guide company culture and decision making
    • List and clearly define the services offered by the firm, including unique selling propositions
    • Develop visual and written content for company overview presentation slides
    • Incorporate feedback from stakeholders to refine vision, mission, and core values
    • Integrate vision and mission into company branding materials and communication
    • Conduct workshops to align team members with the firm's vision and mission
    • Implement a communication plan to share the company overview with potential clients
    • Use storytelling techniques in presentations to effectively convey company values

  • ⛳️ Strategy 2: Analyze Market and Competitive Landscape

    • Identify and segment target groups based on demographics and investment needs
    • Collect data on market size and investment trends in Tanzania and neighbouring regions
    • Conduct a competitive analysis to identify direct and indirect competitors
    • Create a strategy canvas to visually compare firm offerings with competitors
    • Identify key differentiators and value propositions distinguishing the firm from competitors
    • Develop a competitive positioning strategy with clear messaging for target clients
    • Research market trends and adapt services to align with emerging client needs
    • Engage with existing clients for feedback to identify unmet needs and opportunities
    • Create customer personas to better understand the behaviours and motivations of target groups
    • Include a fun fact about market potential or client demographics as an engaging introduction in presentations

  • ⛳️ Strategy 3: Develop a Strategic Action Plan and Financial Projections

    • Conduct a SWOT analysis to identify strengths, weaknesses, opportunities, and threats
    • Set specific, measurable, achievable, relevant, and time-bound (SMART) goals for each SWOT component
    • Define key performance indicators (KPIs) for adoption, retention, and referral rates
    • Create a phased action plan with immediate, short-term, medium-term, and long-term actions
    • Estimate revenue scenarios based on different market penetration and growth assumptions
    • Project financial statements, including cash flow, income, and balance sheets for upcoming years
    • Align budget allocations with strategic initiatives and forecasted growth areas
    • Engage stakeholders for insights into financial planning and risk assessment
    • Regularly review and adjust action plan based on performance KPIs and market changes
    • Summarise the strategic plan in an executive summary for presentation to stakeholders
vision-statementcompetitive-analysisstrategic-plannerfinancial-analystmarketing-teamfinance-team
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Strategies and tactics for soliciting roof top solar business in Arantangi

  • ⛳️ Strategy 1: Conduct market research and analysis

    • Identify and define the target market segment in Arantangi
    • Analyse customer demographics and energy consumption patterns
    • Research local competitors and analyse their strengths and weaknesses
    • Assess the regulatory environment and incentives for solar installations
    • Evaluate local geographical conditions affecting solar suitability
    • Utilise online tools to gather and analyse market data and trends
    • Conduct surveys to identify potential customer preferences and needs
    • Analyse historical data to identify opportunities for market growth
    • Compile data into a comprehensive market analysis report
    • Use the report to inform marketing and strategic decisions

  • ⛳️ Strategy 2: Develop a strategic marketing plan

    • Define clear marketing objectives aligned with business goals
    • Create customer personas based on market research findings
    • Develop targeted marketing messages that resonate with customers
    • Create a multi-channel marketing strategy including digital and traditional methods
    • Implement local community engagement and educational campaigns
    • Leverage partnerships with local businesses and influencers
    • Create promotional offers to attract early adopters
    • Develop a referral program to encourage word-of-mouth marketing
    • Plan and schedule marketing activities with clear timelines
    • Continuously review and adjust the marketing plan based on feedback and results

  • ⛳️ Strategy 3: Build and manage a customer database

    • Select and implement a CRM system to manage customer interactions
    • Capture customer data through website forms and offline channels
    • Organise the database with relevant customer information and segmentation
    • Ensure compliance with data protection and privacy regulations
    • Develop targeted communication strategies based on customer segments
    • Use data analytics to assess customer behaviour and engagement
    • Implement automated email and marketing campaigns
    • Regularly update and cleanse the database to maintain accuracy
    • Use customer feedback to improve business offerings and services
    • Analyse customer data to forecast demand and plan inventory
business-intelligencemarket-analysismarketing-managerdata-analystsales-teamresearch-and-development-team
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How to track your Strategic Analysis strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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