Appendix 2D. ‘Quick’ diagnostic comparing ‘current’ versus ‘ideal’ strategies

  • Firm up your views on the behavioural segments identified earlier.

  • List the corresponding ideal strategies in terms of the way products/services should be packaged and delivered to each of these client types.

  • Document the overall thrust of your ‘current’ strategies.

  • Look for discrepancies between your ‘current’ and ‘ideal’ strategies to identify where there are significant mis-alignments and therefore resource mis-allocations.

  • Use the framework overleaf to identify and prioritize potential initiatives.

  • A number of tools and frameworks such as the organizational pyramid below provide a logical route from strategy to operational execution.

  • Each pyramid element is examined and ...

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