Strategic Checklist Stair Step Red

SAMPLE CHECKLIST - STRATEGIC  AUDIT 

Strategic Audits developed by TechVest: audit Finance, Marketing-Sales, Managerial, and IT Strategies

        • Operational Management Strategic Audit
        • Marketing-Sales Strategic Audit
        • Finance Strategic Audit
        • Information Technology Strategic Audit and Data Mining

“A Profitable Fishing Expedition, while Teaching How to Fish” with an Emphasis on ROI… we do NOT generate grandiose Strategy Documents … we generate “Strategic Tactics” that have tangible returns.

  • Management Audit (Return on Management)
  •   Starts with Short Interviews: CEO, COO, VP-Level, Director Level
    •   Due Diligence Audit – Due Diligence Checklist, Risk Profile
    •   Leadership Audit – Teamwork, Creativity, Entrepreneurship, Risk-Taking, Depth
    •   Priorities Audit – Hierarchies, Management Values, Organizational Values
    •   Time Audit – Focus, 8/20 Rules, Overtime-Undertime, Time Culture
    •   Growth Audit – Growth Sources, Stars and Duds, Internationalization
    •   External Factor Audit  - Environment, Economics, Demographics, Competition
    •   Strategy Audit  – Vision, Strategy, Tactics, Obstacles, Feasibility, Timeliness
    •   Quality Audit – Communication, Clarity, Execution, Talent Pool, Investability
  • Marketing-Sales Audit (Return on Sales)
  • Starts with Short Analytics Interviews: CMO, CSO
    •   Sustainable Competitive Advantages 
    •   Product & Services Audit
    •   Marketing Management
    •   Salesforce Organization
    •   Sales Management
    •   Sales Systems and CRM
    •   SWOT Analysis – Strengths, Weaknesses, Opportunities, Threats
  • Finance Audit (Return on Finance)
  • Starts with Short Analytics Interviews: Controller or CFO
    •   Revenues Audit, Margins Audit, Expenses Audit
    •   Investor Audit  – Stakeholder Relations, ROI, investability, Risk-Reward, Ongoing Risk Management
    •   Balance Sheet Audit  - Receivables, Payables, Prepaids, Shareholder Value

 

  • Information Technology Audit (Return on Technology)
  •   Starts with Short Analytics Interview:
    •    Information Systems  – Tools Process, User Power, Effectiveness, Virtualization
    •    Operational Analytics  –– Information Availability, Gap Analysis
    •    Communications Analytics  –– CRM, Databases, Information Availability, Internet
    •    APEX Analytics – Receivables, Collections, Payables
    •    Purchasing - Potentially Change Vendors for Travel, Benefits, Insurance
    •    HR Systems – Talent Promotion, Morale, Motivation, Evaluations, Benefits, Health
  • Results Compilation and Evaluation -  Assessing ROR Improvement Potentials and $$$ Harvesting
  •   Change Agents: (who ? where ? why ?) opportunities for optimization …  review realisms …
  •   Short and Long Term Sustainable Growth: (how ?) opportunities for revenue enhancements …
  •   Enhanced Profitability and Best Practices: (what ?) opportunities for cost savings and margin gains …
  •   Positive Change Recommendations and Long Term Tactics: (when ?) opportunities for training and transformation …