DESCRIPTION
Examining your current situation, proposing a new situation, and evaluating the gaps between the two, is central to any effective business process or change.
This tool is used analyze your organization's current state, propose an improved future state, and identify gaps that need to be resolved. This tool provides tabs & examples for: Strategic Planning, Business Data, Customer Relationship Management, Demand Generation, Sales, Marketing Performance Measurement, Market Research, Organizational Development, Human Resources.
What are Common Sales & Marketing Gaps?
• Strategic Planning & Governance – do you have a prioritization process?
• Business Data & Information Assets – do you have access to metrics?
• Customer Relationship Management – is your CRM system limited?
• Demand Generation – do you conduct lead scoring or lead nurturing?
• Sales – are you conducting key account strategic planning currently?
• Performance Measurement – how well does your company measure?
• Market Intelligence & Research – do you know your market share?
• Organizational Development – are your training programs up-to-date?
• Human Resources – are you conducting skills assessments?
Key benefits of this tool:
• Provides a structured analysis framework
• Documents target items, current/goal state, timeline & action items
• Common analysis framework taught in MBA strategy classes
• Gives you examples of target items to address
• Great team-building exercise
The GAP Analysis Tool offers a comprehensive and systematic approach to identifying and addressing gaps across various business functions. Each section of the template is meticulously designed to capture critical details such as target points, current state, goal state, timelines, and action items. This ensures that all aspects of your strategic planning, business data management, customer relationship management, demand generation, sales, marketing performance, market research, organizational development, human resources, systems and technology, and product management are thoroughly analyzed and actionable steps are clearly defined. This tool is indispensable for executives aiming to drive organizational improvement and achieve strategic objectives effectively.
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Source: Best Practices in Gap Analysis Excel: GAP Analysis Tool Excel (XLS) Spreadsheet, Demand Metric
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