Checklists: To make sure you don't forget anything...Stick-Figure-with-Cheklist

Here you will find an ever growing number of checklists. Every third checklist we publish is available for the general public.

Selecting A Supply Chain Vendor Checklist

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Selecting a Supply Chain Vendor Checklist

Checklist to ensure effective selection of a non-RFP (Request for Proposals) vendor selection situation.
 
  • Mark all that apply.
    • Have you held a brainstorming session to define the business need (goods or services) the the successful vendor will satisfy?
    • Is the business need large enough in scope that it will require a formal RFP (Request for Proposals) process in which your organization formally defines the business need and receives formal submissions from vendors in the open market?
    • Have you explicitly linked (and documented) how the defined business need links to the organization's larger strategic goals?
    • Does the defined business need have realistic cost boundaries and executive budgetary approval?
    • Have you conducted an environmental scan for all potential vendors?
    • Have you evaluated vendors with formally defined criteria (such as a checklist or ranking!) related to the defined business need?
    • Have you considered indirect benefits from vendors such as value-adds or potential discounts on other products in your supply chain?
    • To close the loop on the process, to inform future supply chain decisions, and for legal reasons, have you formally documented your rationale behind your choice selecting a particular vendor?
     
    For identifying supply chain risks see also Identifying Supply Chain Risks Checklist

Vision Statement Checklist

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Topics: Vision | Strategy | Future | Checklist

Vision Statement Checklist

 
Checklist to help in creating your organization's Vision Statement
 
  • Mark all that apply.
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    • Do your mission statement and vision statement support each another? A mission statement is primarily internal and defines the organization's purpose and main objectives. A vision statement is shared internally and with external customers. It too defines the organization's purpose but more in terms of values than measurable objectives.
    • Does it convey what the organization should look like in a way that expresses its values?
    • Does it appeal to and speak to leadership, employees, and customers?
    • Is it future-oriented yet also realistically attainable?
    • Does it describe what makes the organization unique?
    • Can it be referred to as a guide to make strategic business decisions?
    • Does it have focus yet is not too rigid that it stifles innovation?
    • Does it have positive energy and will it inspire excellence and loyalty?
    • Is it NOT an advertising slogan!
    • Is it NOT passionless!
     
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    Topics: Strategy | Checklist | Market analysis

    Porter's 5 Forces Checklist

     
    Checklist to ensure you have thought about the strategic position and profitability of new markets.
     
  • Mark all that apply.
    • Threat of New Entrants:
      • What are the barriers to entry for other new competitors entering the market?
      • Would these new entrants be able to leverage existing capabilities and cash flow from other markets they currently compete in?
    • Supplier Power:
      • Are your upstream suppliers more powerful and profitable than your own business?
      • Do you have options to switch between suppliers at a reasonable cost? Are your suppliers themselves a threat to compete in your market?
    • Threat of Substitutes:
      • Can customers switch to goods or services other than your own to satisfy the same need?
      • Can they do so with low switching costs?
    • Bargaining Power of Customers:
      • Are the customers in your market sensitive to price and do they themselves demand high value with low cost?
      • Do you have relatively few customers that purchase in high volumes from you and therefore have leverage to negotiate price?
    • Rivalry With Existing Competitors:
      • Is there high rivalry among existing competitors in your market?
      • Has this resulted in price competition that will limit your ability to earn and sustain profit?
     
    Michael E. Porter. "The Five Competitive Forces That Shape Strategy". Harvard Business Review (January 2008) pp. 86-104.
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    Conducting a SWOT Analysis Workshop Checklist

    Checklist ensures effective use of the strategic planning SWOT (Strengths, Weaknesses, Opportunities, Threats) Analysis business tool.
     
  • Mark all that apply.
    • Is the subject and scope of your SWOT Analysis defined? The subject can be an entire organization, a project, a process, or even a person.
    • Are the appropriate stakeholders going to be involved in the SWOT Analysis? For example, is cross-functional representation required from different areas of the organization?
    • Has the necessary research and data collection been completed on the strengths, weaknesses, opportunities, and threats related to your subject to support discussions?
    • At the start of your workshop have you outlined the objectives for participants?
    • Have you established ground-rules and a clear agenda for the workshop?
    • Have you established an objective way to prioritize the SWOT items?
    • Have you established an appropriate way to make (group) decisions?
    • What are the internal Strengths of your subject?
    • What are the internal Weaknesses of your subject?
    • What are the external Opportunities for your subject?
    • What are the external Threats to your subject?
    • Have you captured the details to the four questions above in a way that supports the objectives of the workshop?
    • Have you discussed next steps and turned your SWOT Analysis into next steps such as strategic decisions and/or actions?
     
    For further help running a successful workshop, see also Pre-Meeting Checklist and Meeting Checklist

    Mission Statement Checklist

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    Topics: Mission Statement | Checklist

    Mission Statement Checklist

    Checklist to be used to guide the process of creating a new Mission Statement for your organization or evaluating the appropriateness of an existing Mission Statement.
     
  • Mark all that apply.
  • Does the Mission Statement (MS) address the following components:
    • Customers?
    • Products or Services?
    • Markets and Location?
    • Technology?
    • Concern for survival?
    • Values of organization?
    • Self-Concept (SWOT)?
    • Concern for Public Image?
    • Concern for Employees?
  • Is the Mission Statement readable?
  • Is the Mission Statement Inspiring and motivating?
  • Does the Mission Statement distinguish the organization from its competitors?
  • Does the Mission Statement create a sense of optimism?
  • Is the Mission Statement assertive?
  • Have the following rhetorical strategies been considered/addressed:
    • Use of first-person point of view?
    • Character?
    • Goodwill?
  • Has the Mission Statement been developed in an inclusive team process?
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