战略咨询手册英文版
STRATEGY PLANNING INSTRUCTIONS
The objective of these templates is to provide completeness and consistens in industry dynamics and the resulting opportunities and risks?
How is industry structure changing (demand, supply, and industry chain economics)? What are the resulting opportunities and risks?
What is the expected competitor conduct? What are the resulting opportunities and risks?
What are the present and future external factors that could present new opportunities and risks?
What industry are you competing in? What are the various segments in the industry?
Instructions: The answer to this overarching question requires a recapitulation of the section’s main findings
Instructions: These subsections contain a 1-2 sentence summary of the relevant findings
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IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – BACK-UP 1
What industry are you competing in? What are the various segments in the industry?
Industry definition
Industry segmentation
Definition
Sizing
Instructions: Exhibit 1 could provide a useful framework for answering this question
Industry definition:
Industry segmentation:
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IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – BACK-UP 2
How is industry structure changing with respect to demand, supply, and industry chain economics? What are the resulting opportunities and risks?
Economics of demand
By segment
Substitutes, ability to differentiate
Volatility, cyclicality
Economics of supply
Producer concentration and diversity
Import competition
Capacity utilization
Entry/exit barriers
Cost structure (fixed and variable)
Industry chain economics
Customer and supplier bargaining power
Instructions: Exhibit 2,3 or 4 could provide a useful framework for answering this question
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IIA. INDUSTRY DYNAMICS AND IMPLICATIONS – BACK-UP 3
What is the expected competitor conduct? What are the resulting opportunities and risks?
Major industry competitor moves
Marketing initiatives
Industry capacity changes
M&As, dive
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