When your organization identifies a goal—whether that’s integrating a recent acquisition, aligning with a new data privacy law, or moving processes to the cloud—the journey towards that goal starts with determining where things stand today. We call this step the strategic assessment (also called the current state assessment or current state analysis).
Approaching current state assessments from a holistic perspective, evaluating every relevant aspect of your present situation, provides a solid foundation for the strategy that will accelerate your business towards its goals.
Gather all relevant information about the issue and document high-level findings.
Analyze the current state vs. future state and hypothesize how to remediate gaps.
Report findings and hypotheses to stakeholders and solicit their input.
Refine findings, hypotheses, and inputs into detailed recommendations.
Build a roadmap based on recommendations and define next steps.
• Accountable, action-focused leadership that sets clear expectations
• Data-driven decision making focused on efficiency and accuracy
• An efficient operating model with investments in capacity
• A practice of recognizing both the positive and the negative
• A shared agenda across the whole organization
• A structure that supports ability to deliver the shared agenda
• Investment priorities that contribute to the business strategy
Return on Investment
• Strong governance and established support for key initiatives
• Long-term focus on strategy, vision, and internal/external communication
• Comprehensive, detailed performance measurements
• An emphasis on continuous improvement, efficiency, and experience
Current State Analysis Template
Let our PDF checklist guide you through the five steps of a successful strategic assessment.
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