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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 implementing trading strategies for gold (XAUUSD)

  • ⛳️ Strategy 1: Utilise MACD for buy and sell signals

    • Set up MACD indicator with default parameters (12, 26, 9) on your trading platform
    • Identify bullish crossover points where the MACD line crosses above the signal line for buy signals
    • Identify bearish crossover points where the MACD line crosses below the signal line for sell signals
    • Backtest the MACD strategy on historical gold price data to measure its effectiveness
    • Set stop-loss and take-profit levels based on historical volatility to manage risk
    • Use a longer time frame like daily charts for MACD to reduce noise in trading signals
    • Combine MACD signals with trend analysis to improve the accuracy of trades
    • Monitor gold news and market conditions that could impact MACD signals
    • Use alerts to notify when MACD crossovers occur
    • Review and optimise the MACD strategy regularly based on performance

  • ⛳️ Strategy 2: Incorporate RSI for additional confirmation

    • Set up RSI indicator with a 14-day period on your trading platform
    • Identify overbought conditions when RSI is above 70 to consider sell signals
    • Identify oversold conditions when RSI is below 30 to consider buy signals
    • Confirm MACD buy signals with RSI below 30 to enhance trade validity
    • Confirm MACD sell signals with RSI above 70 to enhance trade validity
    • Backtest the combined MACD and RSI strategy on historical gold price data
    • Adjust the RSI levels if necessary based on backtested results
    • Use RSI divergence as a sign of potential reversal in trend direction
    • Monitor RSI in conjunction with MACD to manage entry and exit points
    • Regularly review the RSI settings and performance for continuous improvement

  • ⛳️ Strategy 3: Optimise risk management techniques

    • Determine your risk tolerance and set a maximum loss per trade
    • Use position sizing methods to ensure trades remain within risk parameters
    • Apply a trailing stop to lock in profits as the market moves in your favour
    • Utilise volatility-based stop-loss orders to adjust to market conditions
    • Diversify your trading portfolio to spread and manage risk
    • Keep updated on global economic indicators affecting gold prices
    • Incorporate news events and geopolitical risks into your trading plan
    • Review trades regularly to identify patterns in losing trades and adjust strategy
    • Practice disciplined trading by sticking to the established strategy rules
    • Continuously educate yourself on market trends and risk management tools
technical-analysisgold-tradingtraderrisk-analysttrading-strategy-teammarket-analysis-team
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Strategies and tactics for creating a programme and compliance development lead role

  • ⛳️ Strategy 1: Assess current program and compliance gaps

    • Conduct a comprehensive audit of current programs to identify inefficiencies and compliance issues
    • Gather feedback from departmental heads on existing compliance challenges
    • Review recent regulatory changes relevant to the industry
    • Analyse past compliance audits to pinpoint recurrent issues
    • Benchmark against industry standards to identify gaps in current practices
    • Identify key areas where program delivery falls short of objectives
    • Consult with external experts or auditors for an unbiased assessment
    • Map out all existing compliance processes and workflows
    • Evaluate resource allocation to current compliance and program efforts
    • Prepare a report detailing the identified gaps and areas for improvement

  • ⛳️ Strategy 2: Develop a comprehensive job description for the new role

    • Outline the primary responsibilities of the Programme and Compliance Development Lead role
    • Identify key skills and qualifications required for the position
    • Define performance metrics and KPIs for the role
    • Determine the reporting structure and team collaboration expectations
    • Consult with HR to align the job description with organisational standards
    • Identify potential career development and training pathways for the role
    • Specify tools and resources necessary for the role’s success
    • Create a detailed list of expected contributions and impacts within the first year
    • Outline the role’s involvement in strategic planning and decision-making processes
    • Draft a compelling job advertisement for external recruitment if necessary

  • ⛳️ Strategy 3: Implement the new role and integrate with existing operations

    • Gain approval and buy-in from senior management and board members
    • Present the findings of the gap analysis to stakeholders to demonstrate need
    • Recruit a qualified candidate for the Programme and Compliance Development Lead position
    • Design an onboarding process to integrate the new role smoothly into the team
    • Set up regular communication channels and meetings with key stakeholders
    • Implement a 90-day plan with milestones and deliverables for the new lead
    • Develop a feedback loop for continuous improvement and feedback on role efficacy
    • Align current projects and compliance initiatives with the new role’s objectives
    • Schedule regular review sessions to evaluate role impact and adapt strategies
    • Document progress and adjust strategies based on organisational growth and compliance needs
leadershipcomplianceprogram-managercompliance-officeraudit-teamhuman-resources-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 trading strategy for XAU/USD

  • ⛳️ Strategy 1: Utilise technical analysis

    • Analyse historical price patterns of XAU/USD
    • Identify key support and resistance levels
    • Utilize moving averages to determine trends
    • Apply the Relative Strength Index (RSI) for momentum insights
    • Use Fibonacci retracement for potential price reversals
    • Incorporate MACD for assessing market momentum
    • Analyse candlestick patterns for entry and exit points
    • Review volume data to confirm price movements
    • Set stop-loss orders based on technical levels
    • Backtest the strategy on historical data to ensure robustness

  • ⛳️ Strategy 2: Follow fundamental analysis

    • Monitor global economic indicators affecting gold prices
    • Stay updated on central bank policies and announcements
    • Analyse geopolitical events impacting investor sentiment
    • Track US dollar index movements as they inversely affect gold
    • Review interest rates changes and their implications
    • Study inflation trends and their potential impact on gold
    • Examine demand and supply factors in the gold market
    • Follow major market news and economic reports
    • Incorporate data from reputable financial news sources
    • Regularly assess the impact of these factors on XAU/USD

  • ⛳️ Strategy 3: Implement risk management techniques

    • Determine acceptable risk levels for each trade
    • Establish position sizing rules to manage exposure
    • Set appropriate stop-loss orders to limit potential losses
    • Utilise take-profit orders for securing gains
    • Regularly review and adjust risk parameters
    • Diversify trading portfolio to reduce systemic risk
    • Use trailing stops to lock in profits as the market moves
    • Implement a risk/reward ratio guideline to assess trade viability
    • Provide frequent performance reviews to refine strategies
    • Maintain a trading journal to track and learn from past trades
trading-strategygold-analysistradermarket-analysttrading-teamresearch-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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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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