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  • Information needed for a Strategic Plan
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  • Attitude survey best practice
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Information required for a Strategic Plan

Accounts for last 3 years

Top 10 customers

by name
Location
Turnover
Profitability
Product
Pattern over last 3 years

Top 10 suppliers

by name
Location
Turnover
Profitability
Product
Pattern over last 3 years

Top 10 products

by name
Turnover
Profitability
Main users
Pattern over last 3 years

Bought in products or components

by name
Turnover
Margins
Pattern over last 3 years

Labour

Skills
Length of service
Absenteeism
Turnover
Shifts worked
Pay rates compared with the locality
Organisation chart
Communication methods; about what

Production capacity

Key plant
Age
Cost to replace
% capacity used currently

Bank borrowing

Facility
Attitude
Which bank
For how long
How long has current manager been there?
How often do you meet with him?
What information given; how frequently?

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