# template: id: strategic-alignment-template name: Strategic Alignment Template version: 1.0 output: format: markdown filename: docs/strategic-alignment.md title: "{{rfq_number}} Strategic Alignment Assessment" workflow: mode: interactive elicitation: advanced-elicitation sections: - id: overview title: Overview content: | This template provides a structured format for assessing how well an RFQ opportunity aligns with your organization's strategic goals and capabilities. It helps inform bid/no-bid decisions and shapes proposal strategy. - id: usage-instructions title: Usage Instructions content: | 1. Complete this template during the early opportunity assessment phase 2. Involve both business development and technical leadership 3. Be objective in your assessment of alignment 4. Use results to inform bid strategy or no-bid decisions - id: template-structure title: Template Structure sections: - id: assessment-header title: Assessment Header type: code language: markdown content: | # [RFQ Number] Strategic Alignment Assessment # [Agency Name] # [RFQ Title] # [Date] - id: executive-summary title: Executive Summary sections: - id: alignment-overview title: Alignment Overview content: | **Overall Strategic Alignment**: [Strong / Moderate / Weak] **Summary Assessment**: [2-3 sentences summarizing the strategic alignment of this opportunity] **Key Alignment Strengths**: - [Strength 1] - [Strength 2] - [Strength 3] **Key Alignment Gaps**: - [Gap 1] - [Gap 2] - [Gap 3] **Recommendation**: [Pursue / Pursue with conditions / Do not pursue] - id: corporate-strategy-alignment title: Corporate Strategy Alignment sections: - id: mission-alignment title: Mission Alignment type: code language: markdown content: | | Corporate Mission Element | Alignment | Evidence | Notes | | ------------------------- | ----------------- | ---------- | ------- | | [Mission element 1] | [High/Medium/Low] | [Evidence] | [Notes] | | [Mission element 2] | [High/Medium/Low] | [Evidence] | [Notes] | | [Mission element 3] | [High/Medium/Low] | [Evidence] | [Notes] | - id: strategic-goals-alignment title: Strategic Goals Alignment type: code language: markdown content: | | Strategic Goal | Alignment | Evidence | Notes | | -------------- | ----------------- | ---------- | ------- | | [Goal 1] | [High/Medium/Low] | [Evidence] | [Notes] | | [Goal 2] | [High/Medium/Low] | [Evidence] | [Notes] | | [Goal 3] | [High/Medium/Low] | [Evidence] | [Notes] | | [Goal 4] | [High/Medium/Low] | [Evidence] | [Notes] | | [Goal 5] | [High/Medium/Low] | [Evidence] | [Notes] | - id: growth-strategy-alignment title: Growth Strategy Alignment type: code language: markdown content: | | Growth Strategy Element | Alignment | Evidence | Notes | | ------------------------- | ----------------- | ---------- | ------- | | Target markets | [High/Medium/Low] | [Evidence] | [Notes] | | Service expansion | [High/Medium/Low] | [Evidence] | [Notes] | | Customer diversification | [High/Medium/Low] | [Evidence] | [Notes] | | Geographic expansion | [High/Medium/Low] | [Evidence] | [Notes] | | Contract vehicle strategy | [High/Medium/Low] | [Evidence] | [Notes] | - id: capability-alignment title: Capability Alignment sections: - id: technical-capability-alignment title: Technical Capability Alignment type: code language: markdown content: | | Technical Capability | Alignment | Evidence | Gap Analysis | | -------------------- | ----------------- | ---------- | -------------- | | [Capability 1] | [High/Medium/Low] | [Evidence] | [Gap analysis] | | [Capability 2] | [High/Medium/Low] | [Evidence] | [Gap analysis] | | [Capability 3] | [High/Medium/Low] | [Evidence] | [Gap analysis] | | [Capability 4] | [High/Medium/Low] | [Evidence] | [Gap analysis] | | [Capability 5] | [High/Medium/Low] | [Evidence] | [Gap analysis] | - id: past-performance-alignment title: Past Performance Alignment type: code language: markdown content: | | Past Performance | Relevance | Evidence | Notes | | ---------------- | ----------------- | ---------- | ------- | | [Project 1] | [High/Medium/Low] | [Evidence] | [Notes] | | [Project 2] | [High/Medium/Low] | [Evidence] | [Notes] | | [Project 3] | [High/Medium/Low] | [Evidence] | [Notes] | | [Project 4] | [High/Medium/Low] | [Evidence] | [Notes] | | [Project 5] | [High/Medium/Low] | [Evidence] | [Notes] | - id: resource-alignment title: Resource Alignment type: code language: markdown content: | | Resource Category | Availability | Gap Analysis | Mitigation | | -------------------- | ----------------- | -------------- | ------------ | | Technical SMEs | [High/Medium/Low] | [Gap analysis] | [Mitigation] | | Management personnel | [High/Medium/Low] | [Gap analysis] | [Mitigation] | | Proposal resources | [High/Medium/Low] | [Gap analysis] | [Mitigation] | | Implementation staff | [High/Medium/Low] | [Gap analysis] | [Mitigation] | | Financial resources | [High/Medium/Low] | [Gap analysis] | [Mitigation] | - id: customer-relationship-alignment title: Customer Relationship Alignment sections: - id: agency-relationship title: Agency Relationship type: code language: markdown content: | | Relationship Factor | Assessment | Evidence | Notes | | ---------------------------- | ---------------------- | ---------- | ------- | | Agency familiarity | [Strong/Moderate/Weak] | [Evidence] | [Notes] | | Past performance with agency | [Strong/Moderate/Weak] | [Evidence] | [Notes] | | Current contracts | [Strong/Moderate/Weak] | [Evidence] | [Notes] | | Key personnel relationships | [Strong/Moderate/Weak] | [Evidence] | [Notes] | | Agency mission understanding | [Strong/Moderate/Weak] | [Evidence] | [Notes] | - id: competitive-position title: Competitive Position type: code language: markdown content: | | Competitive Factor | Position | Evidence | Notes | | --------------------------- | ---------------------- | ---------- | ------- | | Incumbent relationship | [Strong/Moderate/Weak] | [Evidence] | [Notes] | | Competitive differentiators | [Strong/Moderate/Weak] | [Evidence] | [Notes] | | Price competitiveness | [Strong/Moderate/Weak] | [Evidence] | [Notes] | | Technical advantage | [Strong/Moderate/Weak] | [Evidence] | [Notes] | | Past performance advantage | [Strong/Moderate/Weak] | [Evidence] | [Notes] | - id: financial-alignment title: Financial Alignment sections: - id: financial-metrics title: Financial Metrics type: code language: markdown content: | | Financial Metric | Assessment | Target | Notes | | --------------------------- | ------------ | -------- | ------- | | Contract value | [Value] | [Target] | [Notes] | | Profit margin | [Percentage] | [Target] | [Notes] | | Revenue growth contribution | [Percentage] | [Target] | [Notes] | | B&P investment | [Value] | [Target] | [Notes] | | ROI | [Value] | [Target] | [Notes] | - id: long-term-value title: Long-term Value type: code language: markdown content: | | Value Factor | Assessment | Evidence | Notes | | ------------------------------ | ----------------- | ---------- | ------- | | Follow-on potential | [High/Medium/Low] | [Evidence] | [Notes] | | New capability development | [High/Medium/Low] | [Evidence] | [Notes] | | Market positioning | [High/Medium/Low] | [Evidence] | [Notes] | | Customer relationship building | [High/Medium/Low] | [Evidence] | [Notes] | | Team development | [High/Medium/Low] | [Evidence] | [Notes] | - id: strategic-alignment-score title: Strategic Alignment Score type: code language: markdown content: | | Alignment Category | Weight | Score (1-10) | Weighted Score | | ------------------------------- | -------- | ------------ | ---------------- | | Corporate Strategy Alignment | [Weight] | [Score] | [Weighted Score] | | Capability Alignment | [Weight] | [Score] | [Weighted Score] | | Customer Relationship Alignment | [Weight] | [Score] | [Weighted Score] | | Financial Alignment | [Weight] | [Score] | [Weighted Score] | **Total Alignment Score**: [Score] out of 10 - id: strategic-recommendations title: Strategic Recommendations sections: - id: pursuit-strategy title: Pursuit Strategy content: | **Recommended Approach**: [Pursue aggressively / Pursue selectively / Pursue with partners / Do not pursue] **Strategic Rationale**: [2-3 paragraphs explaining the strategic rationale for the recommendation] - id: gap-mitigation-strategy title: Gap Mitigation Strategy type: code language: markdown content: | | Strategic Gap | Mitigation Approach | Resources Required | Timeline | | ------------- | ------------------- | ------------------ | ---------- | | [Gap 1] | [Approach] | [Resources] | [Timeline] | | [Gap 2] | [Approach] | [Resources] | [Timeline] | | [Gap 3] | [Approach] | [Resources] | [Timeline] | - id: win-strategy-implications title: Win Strategy Implications type: code language: markdown content: | | Strategic Element | Implication for Win Strategy | | ----------------- | ---------------------------- | | [Element 1] | [Implication] | | [Element 2] | [Implication] | | [Element 3] | [Implication] | | [Element 4] | [Implication] | | [Element 5] | [Implication] | - id: assessment-team title: Assessment Team type: code language: markdown content: | | Role | Name | Input Provided | | ------ | ------ | -------------- | | [Role] | [Name] | [Input areas] | | [Role] | [Name] | [Input areas] | | [Role] | [Name] | [Input areas] | - id: strategic-alignment-best-practices title: Strategic Alignment Best Practices content: | - **Objective Assessment**: Be honest about alignment strengths and weaknesses - **Evidence-Based**: Support all alignment claims with specific evidence - **Forward-Looking**: Consider long-term strategic implications, not just immediate fit - **Comprehensive View**: Assess all dimensions of strategic alignment - **Gap Identification**: Clearly identify and address alignment gaps - **Executive Input**: Involve executive leadership in strategic alignment assessment - **Regular Updates**: Revisit alignment assessment as the opportunity develops - **Competitive Context**: Consider alignment in the context of competitive positioning - **Resource Reality**: Be realistic about resource availability and constraints - **Strategic Prioritization**: Use alignment assessment to prioritize pursuit resources