Diagnose your business situation

Examine what is happening inside and outside your business before deciding what needs to change. Look at customer needs, competitors, market developments, financial performance, and the capabilities you already have.

Identify the limitations that prevent better results, and investigate their causes. For example, disappointing sales might come from weak demand, an unclear offer, or missed follow-up.

Use records, observation, and conversations with customers and employees to check your explanation. Bring these findings together into a clear view of the few challenges and opportunities that matter most, so your strategy addresses the business’s actual situation.