Corporate Strategy Toolkit

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Be accountable for helping your clients explore disruptive strategies that create business value, as New Business Models that bring ideas to life, efficiencies and profitability increases for existing offerings, and optimal routes to market for new or existing products and services.

More Uses of the Corporate Strategy Toolkit:

  • Be certain that your venture strives to enable financial organizations and advisors to efficiently manage and trade investor portfolios through an innovative SaaS platform.

  • Formulate: digital strategies + marketing operations translating Corporate Strategy into Digital strategy, building digital teams, editorial and Social Media strategy, nurture programs, and value tracking for digital products and programs.

  • Support the business in the creation of Business requirements and functional specifications to support the Corporate Strategy and continually improve the functionality, performance, and reliability of your systems.

  • Provide sponsorship, oversight, and resources for a small portfolio of Enterprise level initiatives that have the potential to move the needle in achieving growth aspiration.

  • Ensure you shape; lead cross functional collaboration with key internal partners to develop your organization case and perform analysis to support feature prioritization aligning with the Corporate Strategy.

  • Develop and maintain Status Reports, project plans, resource plans, dependency and risk/issue tracking logs to record, measure and manage progress.

  • Manage work with Corporate Strategy and EA leadership to evaluate key consumer, technology, and market changes to identify emerging trends and new growth drivers for EA.

  • Be accountable for performing Financial Analysis on investment and acquisition opportunities and in support of negotiations with external parties.

  • Manage work with business leaders to ensure technology stack architecture is internally aligned with Corporate Strategy, innovation programs, Product Development, customer initiatives, regulatory matters, and other strategic priorities.

  • Ensure you consider; lead the development and implementation of strategy for your organization area or significant function, anticipating mega trends and complex challenges and opportunities, and ensuring integration with wider Corporate Strategy.

  • Provide analytical support to assess clinical, operational, and financial viability of new and ongoing initiatives.

  • Identify: work in close collaboration with the Business Development, legal, and Corporate Strategy teams to drive value add partnerships that complement product initiatives.

  • Engage with business leaders across organizations to analyze business problems, develop and implement solutions and track Performance Improvement.

  • Initiate: in partnership with the CEO and CFO, contribute to the development of M And A strategies and development efforts to create an overall Corporate Strategy.

  • Identify and implement solutions to the opportunities and risks that improve your organizations performance and profitability.

  • Support potential partnerships, licensing and/or acquisition opportunities for cross business unit M And A opportunities.

  • Confirm your operation maximizes the impact of marketing and its initiatives providing leads and opportunities to drive sales revenue and ensure positioning of services is consistent with Corporate Strategy and identity.

  • Evaluate: act as a key member of the executive leadership team working with all functions on overall Corporate Strategy, tactical implementation of the strategy and adding value across the enterprise.

  • Guide: work cross functionally with agronomy, New Product Development and Public Affairs to ensure message and Corporate Strategy alignment.

  • Ensure you helm; accustomed to working efficiently; expert in assessing a situation, making a decision, and filtering ambiguity into actionable key next steps and decisions that need to be taken.

  • Ensure you forecast; trusted advisor to new business teaM And Advocate for solution minded material that aligns with Corporate Strategy and organization vision.

  • Manage work with other functional areas of your organization to orchestrate change initiatives that help scale your organization.

  • Create and implement Corporate Strategy and vision with respect to Information Technology in accordance with the over arching goals of your organization.

  • Supervise: Employee Engagement and internal communications, with a focus on your Corporate Strategy, business plans and performance and functional segments efforts.

  • Hone Problem Solving, modeling, communications and Leadership Skills in an environment of active mentorship and coaching.

  • Support the business in the creation of Business requirements and functional specifications to support the Corporate Strategy and to continually improve the functionality, performance, and reliability of your systems.

  • Support Customer Analytics and prioritization process by developing segmentation models across various healthcare verticals.

  • Confirm your team provides deliverables in support of monthly corporate rolling forecast, annual business planning, and Corporate Strategy quantification processes.

  • Head: transformation strategy skills as competitive analysis, market entry strategy, Corporate Strategy, value prop articulation.

  • Evaluate: work closely with the investor relations, corporate finance, disclosure, legal Corporate Strategy and other teams.


Save time, empower your teams and effectively upgrade your processes with access to this practical Corporate Strategy Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Corporate Strategy related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Corporate Strategy specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Corporate Strategy Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Corporate Strategy improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. What system do you use for gathering Corporate Strategy information?

  2. Do you know what you need to know about Corporate Strategy?

  3. Who makes the Corporate Strategy decisions in your organization?

  4. How do you go about securing Corporate Strategy?

  5. Which individuals, teams or departments will be involved in Corporate Strategy?

  6. Is Corporate Strategy required?

  7. Think about the people you identified for your Corporate Strategy project and the project responsibilities you would assign to them, what kind of training do you think they would need to perform these responsibilities effectively?

  8. If your company went out of business tomorrow, would anyone who doesn't get a paycheck here care?

  9. Do you have the optimal project management team structure?

  10. Are employees recognized for desired behaviors?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Corporate Strategy book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Corporate Strategy self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Corporate Strategy Self-Assessment and Scorecard you will develop a clear picture of which Corporate Strategy areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Corporate Strategy Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Corporate Strategy projects with the 62 implementation resources:

  • 62 step-by-step Corporate Strategy Project Management Form Templates covering over 1500 Corporate Strategy project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the acquisition process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Corporate Strategy project issues be unconditionally tracked through the issue resolution process?

  4. Closing Process Group: Did the Corporate Strategy project team have enough people to execute the Corporate Strategy project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are corrective actions taken when actual results are substantially different from detailed Corporate Strategy project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Corporate Strategy Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Corporate Strategy project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Corporate Strategy project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Corporate Strategy project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Corporate Strategy project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Corporate Strategy project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Corporate Strategy project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Corporate Strategy project with this in-depth Corporate Strategy Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Corporate Strategy projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Corporate Strategy and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Corporate Strategy investments work better.

This Corporate Strategy All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.