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10 strategies and tactics for Strategy Analysis

What is Strategy Analysis strategy?

Team success often hinges on the ability to develop and implement effective strategies and tactics. It's a bit like playing chess, except that you have more than 1 player on each side.

Crafting the perfect Strategy 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 Strategy 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.

Strategy Analysis strategy examples

We've added many examples of Strategy Analysis tactics, including a series of action items. We hope that this will make these examples as practical and useful as possible.

Strategies and tactics for building a strategy plan

  • ⛳️ Strategy 1: Conduct a thorough analysis

    • Identify the main objectives and goals
    • Conduct a SWOT analysis (Strengths, Weaknesses, Opportunities, Threats)
    • Analyse market trends and industry data
    • Evaluate competitor strategies
    • Gather insights from key stakeholders
    • Assess internal capabilities and resources
    • Identify potential risks and challenges
    • Determine the success factors
    • Evaluate current performance metrics
    • Prepare a comprehensive report of findings

  • ⛳️ Strategy 2: Develop actionable objectives and goals

    • Define specific, measurable, achievable, relevant, and time-bound (SMART) goals
    • Align objectives with the overall mission and vision
    • Prioritise goals based on impact and feasibility
    • Determine key performance indicators (KPIs) for each goal
    • Set short-term and long-term objectives
    • Break down goals into actionable steps
    • Assign responsibilities and timelines
    • Establish a monitoring and evaluation framework
    • Develop contingency plans for potential obstacles
    • Communicate goals and action plans to the team

  • ⛳️ Strategy 3: Implement the strategy plan

    • Create a detailed action plan and timeline
    • Allocate resources and budget
    • Train and equip team members
    • Initiate action steps according to priorities
    • Monitor progress regularly
    • Adjust strategies and actions based on feedback
    • Conduct regular team meetings to review progress
    • Publicise achievements and progress within the organisation
    • Continuously gather data and evaluate performance
    • Refine the strategy plan based on lessons learned
swot-analysissmart-goalsstrategy-manageranalyststrategy-teamimplementation-team
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Strategies and tactics for creating an effective strategy

  • ⛳️ Strategy 1: Analyse past attempts

    • Review the strategies you created over the past three months
    • Identify common elements in the strategies that didn't work
    • List out the specific outcomes you expected but did not achieve
    • Hold a brainstorming session to gather insights from peers or mentors
    • Conduct a SWOT analysis on each past strategy
    • Research case studies of similar successful strategies in your field
    • Create a list of potential improvements based on feedback
    • Pinpoint the resources you lacked and plan to acquire them
    • Assess any external factors that might have influenced outcomes
    • Set a timeline to implement changes and improvements

  • ⛳️ Strategy 2: Define clear objectives

    • Write down your main objective and secondary goals
    • Ensure your objectives are SMART: Specific, Measurable, Achievable, Relevant, Time-bound
    • Break down these objectives into smaller, actionable tasks
    • Set deadlines for each task to track progress efficiently
    • Assign responsibilities if working within a team to ensure accountability
    • Develop criteria for measuring success at each step
    • Ensure alignment of goals with available resources
    • Review and revise objectives based on interim results
    • Communicate your objectives clearly to all stakeholders
    • Create a visual roadmap to keep objectives in focus

  • ⛳️ Strategy 3: Leverage learning resources

    • Identify key areas where you need additional knowledge or skills
    • Enroll in online courses or workshops to address knowledge gaps
    • Follow thought leaders in your field through social media or blogs
    • Join professional groups or forums to share ideas and challenges
    • Set aside time each week for learning and development activities
    • Create a small library of books, podcasts, and other resources
    • Schedule weekly reflection sessions to consolidate new knowledge
    • Apply learned concepts through mini-projects or simulations
    • Seek mentorship or coaching from experienced professionals
    • Track your progress in knowledge acquisition and its impact on strategy creation
strategy-analysisobjective-claritystrategistfacilitatorstrategy-development-teamlearning-and-development-team
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Strategies and tactics for developing a communications strategy for the UK Government's new priorities

  • ⛳️ Strategy 1: Understand government priorities

    • Review official government publications on new priorities
    • Attend meetings and briefings to gather firsthand information
    • Consult with key government officials and departments for detailed insights
    • Analyse public opinion and media sentiment regarding current government policies
    • Identify the key messages that align with government priorities
    • Understand the target audience for the government's communications
    • Evaluate the political climate and potential challenges
    • Assess the impact of previous communications efforts
    • Develop a SWOT analysis based on gathered information
    • Summarise findings in a comprehensive report

  • ⛳️ Strategy 2: Craft targeted communication messages

    • Define specific communication objectives based on government priorities
    • Create a core message that reflects the new priorities and resonates with the audience
    • Develop key supporting messages that address different aspects of the core message
    • Tailor messages for different audience segments (e.g., public, stakeholders, media)
    • Prepare messaging guidelines for consistency across all communications
    • Draft press releases, speeches, and social media posts aligned with new priorities
    • Seek feedback from government officials and key stakeholders on draft messages
    • Revise messages based on received feedback
    • Train spokespersons and representatives to deliver the new messages effectively
    • Compile finalised messages into a communications toolkit for easy reference

  • ⛳️ Strategy 3: Implement and evaluate the communications plan

    • Develop a detailed implementation plan with timelines and responsibilities
    • Launch a communications campaign through multiple channels (TV, radio, social media)
    • Engage with the media to ensure positive coverage of government priorities
    • Utilise social media analytics to measure audience engagement
    • Conduct surveys and focus group discussions to gather public feedback
    • Monitor real-time responses and adjust strategies as needed
    • Create an internal feedback loop to gather information from government departments
    • Evaluate the effectiveness of each communication channel
    • Compile an evaluation report with insights and lessons learned
    • Adjust the strategy based on evaluation results for continuous improvement
communication-strategyuk-governmentcommunications-managergovernment-officialmedia-relationspublic-affairs
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Strategies and tactics for setting up an EMA Crossover Alert on TradingView

  • ⛳️ Strategy 1: Configure EMAs on TradingView

    • Log in to your TradingView account
    • Open the chart of the desired financial instrument
    • Navigate to the 'Indicators & Strategies' tab
    • Search and select the 'Moving Average Exponential' indicator
    • Add three EMA indicators to the chart
    • Set the period of the first EMA to 9
    • Set the period of the second EMA to 50
    • Set the period of the third EMA to 100
    • Adjust the colour and style for each EMA for clear visual distinction
    • Save the chart layout for quick access in the future

  • ⛳️ Strategy 2: Create a Crossover Alert on TradingView

    • Ensure all three EMAs are visible on the chart
    • Open the 'Alerts' tab on TradingView
    • Select 'Add Alert' and choose EMA 9 as the first condition
    • Choose the 'Crossing' option
    • Set EMA 50 as the second condition for crossover
    • Add another alert for EMA 9 crossing EMA 100
    • Define alert notifications (pop-up, email, SMS) per your preference
    • Name the alerts clearly for easy identification
    • Set the alert expiration date based on your trading timeline
    • Create the alert and activate it

  • ⛳️ Strategy 3: Test and Monitor the Alerts

    • Simulate market conditions with historical data to test alerts
    • Verify the correct functionality of alerts through visual and audible signals
    • Adjust alert settings if signals are not appearing as expected
    • Monitor the chart regularly for the first few days to ensure reliability
    • Take notes on market conditions when alerts trigger
    • Modify action plan based on market behavior observed post-alert
    • Review historical performance of signals to evaluate effectiveness
    • Check alert logs for missed notifications due to technical issues
    • Communicate with TradingView support for unresolved alert issues
    • Share feedback or improvement suggestions with the TradingView community
tradingtechnical-analysistraderdata-analystmarket-analysistrading-strategy-development
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Strategies and tactics for winning a card game

  • ⛳️ Strategy 1: Understand the game rules thoroughly

    • Read the official rulebook of the game
    • Watch tutorial videos or read articles to understand nuances
    • Participate in forums or discussion groups for insights
    • Play introductory games to familiarise with basic mechanics
    • Attend workshops or coaching sessions if available
    • Analyse past games to identify rule-related mistakes
    • Keep a cheat sheet of complex rules for quick reference
    • Quiz yourself or others on the rules regularly
    • Revisit the rules after every few games to reinforce understanding
    • Encourage feedback from experienced players on rule interpretation

  • ⛳️ Strategy 2: Master the art of strategy and tactics

    • Study common strategies used by experienced players
    • Analyze games by professionals to understand tactical decisions
    • Practice playing different strategies in simulated or friendly games
    • Develop a flexible game plan that can adapt to different scenarios
    • Focus on predicting opponents’ moves and preparing counter-strategies
    • Use practice sessions to experiment with unconventional tactics
    • Join online communities to discuss strategy with other enthusiasts
    • Keep a log of different strategies tried and their effectiveness
    • Seek feedback on your strategy from more experienced players
    • Allocate time each week to hone a specific tactical skill

  • ⛳️ Strategy 3: Improve your mental and situational awareness

    • Develop the habit of thoroughly assessing your hand cards
    • Pay attention to opponents' moves to anticipate their strategies
    • Take regular breaks during long games to maintain focus
    • Practise relaxation techniques to manage stress during gameplay
    • Use memory exercises to better recall played cards and patterns
    • Create visual aids to track game progression and player actions
    • Play concentration-building games to enhance mental agility
    • Observe how decisiveness affects your game outcomes
    • Identify personal distractions and find ways to minimise them
    • Commit to post-game reviews to assess decision-making efficiency
strategytacticsplayerstrategiststrategy-development-teamanalysis-team
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Strategies and tactics for developing a Trading Strategy for TradingView Signals

  • ⛳️ Strategy 1: Utilise Technical Indicators

    • Identify currency pairs or cryptocurrencies with high liquidity
    • Select primary technical indicators such as RSI, MACD, and Moving Averages
    • Use RSI to identify overbought and oversold conditions
    • Incorporate MACD crossovers for trend confirmation
    • Apply moving average crossovers for additional entry and exit signals
    • Determine optimum buy and sell points using indicator values
    • Set stop-loss slightly below recent support for buys or above resistance for sells
    • Establish TP1 at recent swing highs or lows
    • Aim TP2 at 1.5x the distance of TP1 for risk reward ratio
    • Test the strategy on historical data and backtest for win rate validation

  • ⛳️ Strategy 2: Implement Price Action Analysis

    • Study candlestick patterns like Doji, Engulfing, and Hammer
    • Identify key support and resistance levels on the chart
    • Draw trendlines to establish overall market direction
    • Look for price breaks or bounces at trendlines for entry signals
    • Set buy signals on breakout above resistance levels
    • Indicate sell signals on failure at support or breakdowns
    • Position stop-loss just beyond the identified pattern
    • Set TP1 at the next major pivot point
    • Place TP2 at twice the distance from entry to TP1 for optimal risk reward
    • Backtest strategy using TradingView’s replay mode for signal quality

  • ⛳️ Strategy 3: Blend Fundamental and Sentiment Analysis

    • Stay updated on major economic events affecting desired currency pair or crypto asset
    • Use an economic calendar to track upcoming announcements
    • Analyse news sentiment around the particular asset
    • Incorporate sentiment indicators like the Fear and Greed Index for cryptocurrencies
    • Combine sentiment analysis with technical indicators to strengthen signal accuracy
    • Use positive sentiment along with technical breakouts for buys
    • Utilise negative sentiment with technical breakdowns for sells
    • Define stop-loss beneath technical and sentiment support levels
    • Place TP1 using anticipated short-term sentiment shift support
    • Calculate TP2 based on macroeconomic expectations and trends
technical-analysissentiment-analysistradermarket-analysttrading-strategy-developmentrisk-management
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Strategies and tactics for generating strategies for the MT5 platform

  • ⛳️ Strategy 1: Analyse market trends

    • Study historical market data to identify recurring patterns
    • Utilise technical indicators to assess current market conditions
    • Review economic news and reports to predict market movements
    • Monitor trading volumes to gauge market sentiment
    • Utilise trend lines and chart patterns for analysis
    • Backtest historical data to verify the viability of trends
    • Set alerts for identified trend breaks or continuations
    • Compare multiple timeframes for a comprehensive view
    • Join trading forums to gather insights from experienced traders
    • Regularly update your market analysis with fresh data

  • ⛳️ Strategy 2: Optimise risk management

    • Determine your risk tolerance level based on your capital
    • Set stop-loss and take-profit orders for every trade
    • Diversify your portfolio to spread risks
    • Limit your position size according to your risk tolerance
    • Monitor open positions and adjust accordingly
    • Use trailing stops to lock in profits
    • Avoid overtrading by following a strict trade plan
    • Keep track of key economic events that may impact trades
    • Regularly review and update your risk management plan
    • Utilise risk/reward ratio for every potential trade

  • ⛳️ Strategy 3: Develop and test automated systems

    • Learn to create Expert Advisors (EAs) on the MT5 platform
    • Define clear rules and conditions for your trading system
    • Backtest your automated strategy using historical data
    • Optimise parameters to enhance the strategy's performance
    • Set up a demo account to run your EA in live conditions
    • Monitor the EA's performance and make necessary adjustments
    • Implement fail-safes to handle erratic market conditions
    • Regularly update the EA with new market data and trends
    • Incorporate machine learning for advanced automation
    • Switch to live trading only after successful testing and validation
market-analysisrisk-managementtraderrisk-managertechnical-analysis-teamtrading-system-development-team
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Strategies and tactics for developing a Profitable Day Trading Strategy

  • ⛳️ Strategy 1: Adopt the EMA Pullback Method

    • Set up 9 EMA and 21 EMA on your trading charts
    • Choose assets that are highly liquid such as major forex pairs or SP500 futures
    • Monitor the 5-minute chart actively during the highest liquidity hours for your chosen market
    • Identify the trend by ensuring the price is above both 9 EMA and 21 EMA for a bullish trend
    • Wait for the price to pull back to the 9 or 21 EMA in the direction of the trend
    • Confirm an entry using volume spikes on breakout candles and bullish candlestick patterns
    • Place a buy stop order above the high of the pullback candle
    • Set a stop loss below the recent swing low or use 1.5x ATR for volatility adjustment
    • Establish initial profit targets at 1:1 risk-reward ratio and adjust as needed
    • Ensure total exposure to risk per trade does not exceed 1% of your account balance

  • ⛳️ Strategy 2: Utilise Effective Risk Management

    • Define your maximum risk tolerance per trade and systematically adhere to it
    • Set a daily maximum loss cap at 2% of your account balance to cease trading if reached
    • Implement position sizing methods to ensure capital preservation
    • Avoid trades during major scheduled news events to manage unexpected volatility
    • Utilise ATR to determine the appropriate market conditions and avoid low volatility trades
    • Confirm that higher timeframe trends align with 5-minute chart setups for consistency
    • Exclude trades in markets deemed to provide choppy or unclear signals
    • Define clear conditions under which you will avoid or limit leveraged trades
    • Backtest risk parameters on historical data and adjust accordingly
    • Evaluate overall performance monthly and recalibrate risk strategies if necessary

  • ⛳️ Strategy 3: Maintain Trading Discipline and Setups

    • Create a predefined trading plan specifying entry, exit, and stop criteria
    • Document every trade in detail for subsequent analysis and learning
    • Restrain from making impulsive decisions and overtrading throughout sessions
    • Monitor psychological aspects such as greed or fear which affect decision making
    • Focus only on high-probability setup opportunities termed as A+ setups
    • Commit to frequent review of strategy effectiveness and adaptability
    • Ingrain a structured routine to aid consistent and disciplined trading practices
    • Use mechanical aids like hotkeys to ensure swift execution during peak moments
    • Engage in strategy optimisation based on observed performance and market shifts
    • Develop coping strategies to manage emotional stress and minimise revenge trading
scalpingtechnical-analysisday-traderrisk-managertrading-teamrisk-management-team
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Strategies and tactics for utilising Football Metaphors to Manage an Investment Portfolio

  • ⛳️ Strategy 1: Balance offensive and defensive plays

    • Identify high-growth stocks like selecting star forwards
    • Include dividend-paying stocks as defenders for stability
    • Diversify investments across sectors like a varied team line-up
    • Mix tech and healthcare stocks to spread risk
    • Research management teams to find strong leaders as team captains
    • Implement a rotational investment strategy similar to player rotations
    • Regularly review portfolio performance with team huddle simulations
    • Apply the Executive-Investment Coach (EIC) top-down approach
    • Conduct macroeconomic analysis like assessing the playing field
    • Stay informed on global economic trends like watching global soccer tournaments

  • ⛳️ Strategy 2: Choose strong economies and companies

    • Select portfolios spread across promising economies like US and India
    • Identify stocks based on their economic growth potential
    • Focus on companies with growing capital per worker
    • Measure steady capital-output ratios over time
    • Evaluate ROE figures, prioritising those above 30%
    • Choose companies based on PE and PB ratios fitting desired criteria
    • Consider monetary policy impacts on sectors like banking and finance
    • Incorporate valuation factors across multiple categories
    • Assess investor sentiment for market timing
    • Monitor geopolitics to exploit industry-specific opportunities

  • ⛳️ Strategy 3: Engage in team-based decision-making

    • Conduct daily team meetings to discuss and deliberate over options
    • Utilise a structured ideation phase for stock selection input
    • Allocate roles within the team for sector-based research
    • Select top competitors of the chosen stocks for analysis
    • Analyse financial statements and ratios for decision making
    • Use technical chart trends for short-term investment forecasts
    • Utilise a custom screener for long-term investment options
    • Discuss and resolve conflicting opinions during team meetings
    • Simulate portfolio testing through various economic scenarios
    • Define a clear process from industry selection to stock segregation
investment-diversificationfootball-metaphorsinvestorfinancial-analystinvestment-management-teameconomic-analysis-team
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Strategies and tactics for developing a winning strategy in Pocket Option Forex trading

  • ⛳️ Strategy 1: Understand the market

    • Study key forex trading concepts such as leverage, margin, and pip values
    • Keep updated with global economic news that affects forex markets
    • Analyse historical data and past trends in different currency pairs
    • Learn to read and interpret forex charts and graphs effectively
    • Identify different forex trading strategies such as scalping and day trading
    • Evaluate the impact of central bank decisions on currency movements
    • Understand the role of geopolitical events on forex market volatility
    • Use economic calendars to anticipate market movements
    • Join online forums and communities to discuss forex market insights
    • Read books and attend workshops on forex trading to deepen market understanding

  • ⛳️ Strategy 2: Develop a trading plan

    • Set clear, achievable, and measurable trading goals
    • Establish your forex trading budget and risk tolerance levels
    • Choose a consistent trading schedule that aligns with your lifestyle
    • Select a mix of currency pairs for your portfolio based on your research
    • Develop entry and exit rules for each trading scenario
    • Utilise stop-loss and take-profit orders to manage risks
    • Regularly analyse and review your trading performance
    • Adjust your trading plan based on market feedback and outcomes
    • Maintain a trading journal to document your trades and outcomes
    • Practise trading using a demo account before committing real funds

  • ⛳️ Strategy 3: Leverage technology and tools

    • Use Pocket Option's demo account to familiarise yourself with its platform
    • Implement technical indicators such as moving averages and RSI
    • Utilise charting software to identify trends and patterns
    • Set up forex alerts and notifications for market updates
    • Utilise trading bots or algorithms if appropriate for real-time decisions
    • Regularly backtest your strategies against historical data
    • Incorporate news feeds to stay informed of breaking news
    • Engage with webinars and online tutorials to stay current with technology
    • Consider mobile trading apps for convenient on-the-go trading
    • Analyse the effectiveness of different trading tools in your strategy
forex-tradingrisk-managementtraderfinancial-analysttrading-strategy-teammarket-analysis-team
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How to track your Strategy 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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