Strategic plan
A generalised Heads of Agreement document for recording the agreement between three parties (to be signed by the three parties following their agreement) from which a formal legal contract will be built. It is designed to be legally binding but only requires a high level description of the agreement, leaving the rest to the lawyers. International legal document. (C-24591)
The final phase in strategic planning is to subject the strat plan to another "reality check". This template checks that the required resources are available to perform the functions stated in the strat plan, that the money is available to finance the plan and, if these two important checks fail, they need to "funded" from outside. Many projects fail because of the failure to perform this check.
This strategic plan is assumed to be accompanied by a range of separate technical evaluations including technical, business impact, risk, costing and funding. This means that the basic strategic plan can concentrate on the economics/politics; the circumstances (both wide and narrow) that have lead to the new plan, the alternatives available and the initial reasons for adopting one strategy over the others. When the other reports are done this document is then upgraded to provide a strong argument for adopting one alternative over all others.
This techological assessment report looks at the issues raised in the strategic plan and evaluates them in the context of past, current and future technological developments. The objective is to inspect the assumptions in the strategic plan in this new light and subject them to a reality test. The technological assessment cannot really be effectively performed without a good strategic plan and a thoroughgoing statement of requirements.
This reports looks realistically at the project costs, based on the assumption that the strategic plan is the best alternative and that it will be approved and the resources needed will be available and ready to go in the timeframe given in the strategic plan.
The business impact analysis is performed after the strategic plan and the technological assessment have both become available. It looks at the organisation internally and externally. It looks at the overall mission of the company and future of the organisation in the medium and long term. It asks what will the the effects on the organisation if the project goes ahead and what will happen if the project doesn't go ahead. These questions form the basis of the risk analysis and the opportunity costing that will follow directly from this report.
A broad strategic plan based on a real 5-year plan. It contains only the headings at the highest level of planning and links with more detailed lower level plans such as the technological assessment report, business impact assessment report, risk analysis report, project costing report, opportunity costing report, and the resources requirements and funding report.
Management plan under ISO 14001 for the application of environmental policy, objectives, and analysing them into work plans assigning responsibility and resources.
This reports looks at the alternatives. It provides a good evaluation of the costs and revenues that are being foregone by adopting the strategy promoted in the strategic plan.
An internal strategic plan promoting an immediate start to a technical project. It contains all the issues to be raised in an internal strategic plan, but it does not need the mission statements and market analysis etc. related to a new business.
