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