NOTE: This is a template. Copy on to a new word processor file page and start creating a strategic plan.

(case name) STRATEGY CASE

Step 1. Identify client and summarize the main issue/problem/opportunity (IPO). 

Client:

IPO:

Step 2. Provide background and detail by dimensions.

Basic Background:

Detail by Dimensions:

1. Technology:             

2. Economics:      

3. Management: 

4. Politics: 

5. Organization: 

6. Facilities/Equipment: 

7. Marketing/Sales:

8. Education/Training: 

9. Society: 

10. Culture: 

11.  Intellect: 

12. Ethics/Morality/Religion: 

13. Ecology:

14. Health: 

15. Senses:

16. Legality:

"As Is" Causal Diagram (optional)

Step 3. Identify single key words that describe the IPO.

IPO: 

     IPO KEY WORDS         PAGP ONTOLOGY WORDS     WORD STEMS

Step 4. Do search of COMPASS for matching variables (ideas) and associated relations .

Use KW=Key Word for search   SC=Source Case Searched   ST=Search Type

Search Type 1: Peruse Case Names in List and Select     Search Type 2:  Variables in Relationships View

Search Type 3: Variables in Categories View                       Search Type 4: Variables in a List View

Search Type 5: Use Source Case Summaries                        Search Type 6: Use Source Case Wiki

For ST 2 to 4, to search:

     (a) over all cases(s), use  upper-right "Search this workspace" box.

     (b) within one case (page), use "ctrl-F" to create an initial search box.

Step 5. Combine relevant variables (ideas) and relations to form a first-cut strategic plan.

Strategies: Original

Strategies: Added

Externals: Original

Externals: Added   

Impacts: Original

Impacts: Added      

Goals: Original           

Goals: Added

"As Proposed" Causal Diagram (optional)