Analysis Phase
Audience: Strategy Manager, Department Leaders, Analysts Phase: 2 / 4 — Analysis Summary: Built on the Context foundation, confront internal and external reality using 9 tools. Analysis outputs directly feed into the Synthesis phase.
What Happens in This Phase?
The Analysis phase asks two categories of questions:
- Internal: Who are we? What can we do? Where are we lagging?
- External: How is the market? What are competitors doing? What opportunities and threats exist?
Moving to Synthesis without sufficient analysis means making groundless decisions.
Analysis Tools (COS Sidebar → Analysis)
| # | Module | Core Question |
|---|---|---|
| 1 | Current States (/current-states) | Where are we now? What are the key metrics? |
| 2 | Product Scorecard (/product-scorecard) | How are our products performing? |
| 3 | Digital Maturity (DMA) (/digital-maturity) | What is our digital maturity level? |
| 4 | Excellence Assessments (/excellence-assessments) | What is our operational excellence level? |
| 5 | Resources – VRIO (/resources-vrio) | Which resources provide competitive advantage? |
| 6 | PESTLE (/pestle) | How does the external environment affect us? |
| 7 | Porter's 5 Forces (/porter-5) | What are the competitive dynamics in our sector? |
| 8 | BCG Matrix (/bcg-matrix) | What is the strategic position of our product portfolio? |
| 9 | Findings (/findings) | What did we learn from the analyses? (Gateway to Synthesis) |
Each Tool: What to Do?
1. Current States
Enter period-start metrics (revenue, customer count, NPS, etc.) and compare with the previous period. Evaluate each area as Positive / Negative / Neutral.
2. Product Scorecard
Create a weighted performance score for each product. Track trends across periods.
3. Digital Maturity (DMA)
Assess digital capability areas (automation, data, customer experience, etc.). Compare current level with target level.
4. Excellence Assessments
Evaluate operational processes, quality, and leadership capabilities. Flag strong areas and areas requiring improvement.
5. Resources – VRIO
Evaluate each resource (technology, people, brand, patents) on four criteria: Valuable · Rare · Inimitable · Organized. Identify resources that provide sustainable competitive advantage.
6. PESTLE
Examine six external factors: Political · Economic · Social · Technological · Legal · Environmental. List opportunities and threats for each factor; rate the impact level.
7. Porter's 5 Forces
Analyze five competitive forces: New entrants · Substitutes · Supplier power · Buyer power · Competitive rivalry. Evaluate overall industry attractiveness.
8. BCG Matrix
Plot products/services on a market share × growth rate matrix. Four categories: Star · Cash Cow · Question Mark · Dog. Creates a visual foundation for investment priorities.
9. Findings ⭐
Write the summary of all analyses here. Tag each finding as Opportunity / Risk / Strength / Weakness. The Findings module is the direct input to the Synthesis phase — it must always be filled out.
Analysis Completion Criteria
| Check | ✅ |
|---|---|
| At least 3 analysis tools completed | |
| Findings module filled out | |
| Each finding categorized |
Using all 9 tools is not mandatory. However, Findings must always be completed.
Next Phase
Analysis complete → Synthesis Phase
Findings become SWOT; SWOT becomes Strategic Themes.