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o IDENTIFY OR DEFINE MISSION / VISION STATEMENT
o IDENTIFY GOALS AND OBJECTIVES OF THE COMPANY & DEPTS
o IDENTIFY EXISTING POLICIES, PROCEDURES AND PRACTICES
o MEET WITH STAFF AND DISCUSS CORPORATE GOALS
o HAVE STAFF IDENTIFY PRESENT STATE FUNCTIONS, ROLES AND RESPONSIBLITIES AND PROBLEMS
o COLLABORATIVELY IDENTIFY POTENTIAL FUTURE STATE FUNCTIONS, ROLES, RESPONSIBLITIES SHORT TERM & LONG TERM (COSTS & BENEFITS)
o DIAGRAM PROCESS FLOWS (INPUTS, PROCESS, OUTPUTS)
o IDENTIFY CALENDAR OF EVENTS AND LEAD TIMES REQUIRED
o IDENTIFY METRICS DESIRED (PRESENT AND FUTURE STATE e.g. Compliance with Cost Accounting Standards and Cost Principles)
o REVIEW EXISTING OR DEVELOP A STRATEGIC PLAN
• EXISTING CUSTOMERS
• SERVICES USED,
• POTENTIAL EXPANSION OF EXISTING SERVICES
• USE OF NEW SERVICES
• NEW CUSTOMERS
• NEW PRODUCTS
• IDENTIFY NEW MARKETS AND CONTRACT VEHICLES
• SCHEDULE, SIZE AND WIN PROBABILITY = ESTIMATED SALES AND CFY REVENUES (e.g. Customer Short/Long Term Plans)
• ID COMPETITORS, SUPPLIERS, POTENTIAL TEAM MATES
• PERFORM STRENGTH / WEAKNESS / OPPORTUNITY / THREAT (SWOT) ANALYSIS ON ALL.
o IDENTIFY INFRASTRUCTURE: STAFF, SYSTEMS AND PROCESSES REQUIRED TO MEET THE STRATEGIC PLAN AND ASSOCIATED GOALS (e.g. CAS Compliance, Cost Estimating, Contracting, Accounting, & Service Delivery).
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