GAP Analysis Tool (Advanced)
3 likes1,813 views
The document is a template for conducting a GAP analysis across multiple business units. It identifies current and goal states for over 25 target items across 14 business functions. The target items generally relate to implementing new processes, systems, or metrics. Each item includes a timeline for achieving the goal state and proposed action items to close the identified GAPs.
GAP Analysis Tool (Advanced)
- 1. GAP Analysis Template Strategic Planning GAP Target Item Current State Goal State Timeline Action Items 1 Prioritization Ad hoc prioritization Quarterly Exercise Q1 2012 Develop prioritization framework 2 Formal Planning Informal planning Quarterly Exercise Q1 2012 Standardize planning methodology 3 Governance Minimal oversight Steering Committee Q2 2012 Create Charter, build committee 4 5 6 7 8 9 10 11 12 13 14 15 16
- 3. GAP Analysis Template Business Data & Information Assets GAP Target Item Current State Goal State Timeline Action Items 1 Customer Data Difficult to Access Dashboard in place Q3 2012 Identify data needs, build dashboard 2 Retention Rates Unknown Reviewed Quarterly Q2 2012 Build data mart & reporting tools 3 Project Data Not Centralized or Visible Web based and Real Time Q3 2012 Build Collaboration System 4 5 6 7 8 9 10 11 12 13 14 15 16
- 5. GAP Analysis Template Customer Relationship Management GAP Target Item Current State Goal State Timeline Action Items 1 Customer Service Calls Not Done Frequently Monthly Calls Q1 2012 Create Customer Lifecycle Process & Schedule Tasks 2 Customer Self-Service Not Available Online Customer Portal Q2 2012 Evaluate Vendor Solutions and Customer Requirements 3 Service Level Agreement Not Defined Defined and Distributed Q3 2012 Draft Service Level Agreement and Send to Customers 4 5 6 7 8 9 10 11 12 13 14 15 16
- 7. GAP Analysis Template Demand Generation GAP Target Item Current State Goal State Timeline Action Items 1 Lead Generation Strategy Not Integrated & Measured Defined and Measured Q1 2012 Develop Lead Generation Scorecard and establish KPIs Lead Score Scaling 2 Lead Scoring Not Scored for Quality Q2 2012 Research Lead Scoring Best Practices & Automation Tools System No Pay Per Click Steady Stream of Web 3 Online & Search Marketing Q3 2012 Test Google AdWords Campaign and Measure ROI Campaigns Leads 4 5 6 7 8 9 10 11 12 13 14 15 16
- 9. GAP Analysis Template Sales GAP Target Item Current State Goal State Timeline Action Items Adopt SPIN Selling Attend SPIN Selling Workshop & Distribute Book to Sales 1 Sales Training No Formal Methodology Q1 2012 Method Team 2 Key Account Planning Not Being Completed Account Plans for Top 25 Q2 2012 Conduct Account Scoring Exercise & Key Account Planning 3 Productivity Metrics Not Tracked Daily Productivity Reports Q3 2012 Create Daily Productivity Report and Measure Statistics 4 5 6 7 8 9 10 11 12 13 14 15 16
- 11. GAP Analysis Template Performance Measurement GAP Target Item Current State Goal State Timeline Action Items 1 Campaign Metrics Not Captured or Defined KPIs Defined & Reported Q1 2012 Research Marketing Campaign Management Solutions KPIs Visualized & Conduct Dashboard Readiness Assessment & Budget for 2 Dashboards & Scorecards No Systems in Place Q2 2012 Monitored 2009 Weekly Reporting Implement Google Analytics and Schedule 3 Website Analytics Available but not used Q1 2012 Schedule Reporting/Analysis 4 5 6 7 8 9 10 11 12 13 14 15 16
- 13. GAP Analysis Template Market Research GAP Target Item Current State Goal State Timeline Action Items 1 Market Share Unknown Quarterly Report Q1 2012 Partner with Market Research Firm for our Industry Minimal Input from Monthly Focus Group 2 Market Requirements Q2 2012 Research Focus Group providers and schedule first session Customers Session Standardized 3 Market Research Process Not Defined Q1 2012 Learn Best Practices and create research project template Process/Reports 4 5 6 7 8 9 10 11 12 13 14 15 16
- 15. GAP Analysis Template Organizational Development GAP Target Item Current State Goal State Timeline Action Items 1 Knowledge Management No Best Practices in Place Best Practices on Intranet Q1 2012 Update each section of Intranet to include Best Practices Training New Sales First Sales within 1st 2 Not Ramping up Quickly Q2 2012 Analyze & Improve Training Materials and Schedule Recruits Month Return on Investment 3 Not Defined Standard Payback Period Q1 2012 Work with Accounting to set hurdle rate for payback period Policy 4 5 6 7 8 9 10 11 12 13 14 15 16
- 17. GAP Analysis Template Human Resources GAP Target Item Current State Goal State Timeline Action Items Informal 1 Hiring Process Stardardize Evaluations Q1 2012 Create Interview Questions & Evaluation Tools Questions/Evaluation Inventory Department 2 Skills Assessments Never Been Completed Q2 2012 Use Marketing Skills Matrix to identify gaps in skill sets Skills Tied to KPIs & 3 Performance Reviews Completed Rarely Q1 2012 Improve Performance Review tools and process Compensation 4 5 6 7 8 9 10 11 12 13 14 15 16
- 19. GAP Analysis Template Systems & Technology GAP Target Item Current State Goal State Timeline Action Items Integrated Enterprise 1 CRM Contact Database Q1 2012 Review business processes, select system, data migration System 2 Campaign Management No Measurement KPIs for all campaigns Q2 2012 Implement Campaign Management system Content Management Bring Management in- 3 Outsourced Web Updated Q1 2012 Assess CMS vendors, select system, train internal staff System house 4 5 6 7 8 9 10 11 12 13 14 15 16
- 21. GAP Analysis Template Product Management GAP Target Item Current State Goal State Timeline Action Items 1 Prod. Dev. Process Ad Hoc Standardized Methodology Q1 2012 Select toolset and set policy for development process 2 Feature Prioritization Not being completed Quarterly Prioritization Q2 2012 Create product feature prioritization tool & process Standard Launch 3 Product Launch Un-coordinated effort Q1 2012 Develop Product Launch checklist and enforce adoption Procedure 4 5 6 7 8 9 10 11 12 13 14 15 16