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04 Strategy Discovery Tool

This tool helps users discover activities to understand their organization's strategic direction. It contains tabs for different strategic initiatives with tailored questions. Users answer the questions, and the top 5 recommended activities are highlighted. Detailed instructions for completing activities are in an exploration guide. The knowledge checklist asks users about their understanding of the organization and recommends applicable activities or tools based on their responses. The top 5 recommended activities are document review, stakeholder interviews, an HR stakeholder management survey, a business SWOT analysis, and Porter's 5 forces analysis.

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shoushi10
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54 views8 pages

04 Strategy Discovery Tool

This tool helps users discover activities to understand their organization's strategic direction. It contains tabs for different strategic initiatives with tailored questions. Users answer the questions, and the top 5 recommended activities are highlighted. Detailed instructions for completing activities are in an exploration guide. The knowledge checklist asks users about their understanding of the organization and recommends applicable activities or tools based on their responses. The top 5 recommended activities are document review, stakeholder interviews, an HR stakeholder management survey, a business SWOT analysis, and Porter's 5 forces analysis.

Uploaded by

shoushi10
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as XLSX, PDF, TXT or read online on Scribd
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Strategy Discovery Tool

Purpose
This tool will help you discover the activities you should do to gain a proper understanding of your organizational direction.
a different type of strategic HR initiative and has relevant questions tailored to that initiative.

Instructions
1. Complete the questions in the tab relevant to your current project and review the top 5 recommended activities.
2. Find detailed instructions for completing the recommended activities in the Strategy Exploration Guide.

For acceptable use of this template, refer to McLean & Company's Terms of Use. These documents are intended to supply
not specific professional, personal, legal, or accounting advice, and are not intended to be used as a substitute for any kind
Use this document either in whole or in part as a basis and guide for document creation. To customize this document with
titles, simply replace the McLean & Company information in the Header field of this document.
of your organizational direction. Each tab corresponds to
e.

ecommended activities.
loration Guide.

ocuments are intended to supply general information only,


used as a substitute for any kind of professional advice.
o customize this document with corporate marks and
ent.
Knowledge Checklist: HR Strategy
Select "yes" or "no" from the drop down list in column D, for each question. Answer "yes" if you have a firm understanding o
Please note that bolded questions indicate higher criticality.
Applicable activities or tools based on your response to each question will be highlighted in green.
The top five recommended activities based on your responses will populate in the chart at the bottom of the tab.

Do you have this


# Question Business SWOT
information?

1 What is the mission and vision of the organization? No N/A

Do you know the broad business goals of the


2 No N/A
organization?

What are the top priorities of HR as seen by the rest


3 No N/A
of the organization?

Are you aware of the key trends, compliance


factors, and other external factors (e.g. social,
4 No Recommended
political, technological) impacting the industry that
you work in?
Do you know the product mix of the organization? Do
5 you know why it is constructed this way and if it is No N/A
changing?

What is your competitive advantage? Are you aware


6 of what each part of the business does to reinforce No Recommended
or protect the competitive advantage?

Do you know what capabilities the organization is


7 No N/A
trying to enable?

Are you aware of the strategies of each major function


8 No N/A
in the organization? (e.g. marketing, sales)

Are you aware of the key projects that the organization


9 No N/A
is working on?

Are you aware of the segments (geographies, product


10 lines, businesses, etc.) that are most critical to achieving No Recommended
the organization's objectives?
Do you understand the organization's culture (the
11 No N/A
lived experience) and state of engagement?

Do you understand the policies you have and their


12 No N/A
implications on HR decision making?

Can you list the decision-making bodies of the


13 No N/A
organization and the types of decisions they can make?

Are you aware of what is happening in terms of M&A


14 No N/A
activity? Why are these activities occurring?

Top 5 Recommended Activities


1 Document Review
2 Stakeholder Interviews
3 McLean: HR Stakeholder Management Survey
4 Business SWOT
5 Porter's 5 Forces
ave a firm understanding of the answer. Otherwise, answer "no."

.
tom of the tab.

Applicable Activities or Tools


Business Model Stakeholder
PESTLE Document Review
Canvas Interviews

N/A N/A N/A Recommended

N/A N/A Recommended Recommended

N/A N/A Recommended N/A

Recommended N/A N/A N/A

N/A Recommended Recommended Recommended

N/A N/A Recommended Recommended

N/A N/A Recommended Recommended

N/A N/A Recommended Recommended

N/A N/A Recommended Recommended

N/A N/A Recommended Recommended


N/A N/A Recommended N/A

N/A N/A N/A Recommended

N/A N/A N/A Recommended

N/A N/A Recommended Recommended

ment Survey
es or Tools
McLean: HR Stakeholder McLean: Engagement
Porter's 5 Forces
Management Survey Survey

N/A N/A N/A

N/A N/A N/A

N/A Recommended N/A

Recommended N/A N/A

N/A N/A N/A

Recommended N/A N/A

N/A Recommended N/A

N/A N/A N/A

N/A N/A N/A

N/A N/A N/A


N/A Recommended Recommended

N/A N/A N/A

N/A N/A N/A

N/A N/A N/A

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