Plan Assessment

Please select one answer for each question

1. The plan is updated with new insights throughout the year to remain relevant.
   Yes No
2. The plan clearly identifies a limited number of priorities so we have extreme focus and are not spreading our resources too thin.
   Yes No
3. The plan drives my daily activities.
   Yes No
4. The plan is a concise summary of the factors that will make or break the business.
   Yes No
5. The plan includes insights in all four key areas: market, customers, competitors, and company.
   Yes No
6. The plan includes input from people in other relevant functional areas.
   Yes No
7. The plan provides a clear road map for reaching our goals.
   Yes No
8. The plan shows time frames, metrics, and accountabilities.
   Yes No
9. The plan is reviewed at least once a month by the team and modified accordingly.
   Yes No
10. The plan includes clearly stated goals, objectives, strategies, and tactics.
    Yes No
11. The plan is distilled into 1-2 pages/slides so it is useable.
    Yes No
12. The plan shows how we will achieve competitive advantage in our market.
    Yes No
13. The plan has helped us profitably grow the business.
    Yes No
14. The plan clearly links our goals (what we're trying to achieve) with our strategies (how we will achieve them).
    Yes No
15. The plan includes our purpose (mission, vision, values).
    Yes No
16. The plan is developed after strategic thinking and planning sessions so it includes new strategies and tactics, not just ones recycled from the previous year.
    Yes No
17. The plan includes a thorough assessment of our competitor’s strategies, not just their products and services.
    Yes No
18. The plan communicates the strategies in a simple way that is easy for others to understand.
    Yes No
19. The plan has been an important part of our business success in the past.
    Yes No
20. The plan clearly identifies a winning and differentiated value proposition.
    Yes No

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