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/cps-str:strThe summary Claude sees in its skill listing — used to decide when to auto-load this skill
---
Code: STR Full Name: Corporate Business Advisory Fee Modifier: 1.10 Description: Market intelligence, financial modeling, operations excellence, organizational design
| # | Skill | Command | Purpose |
|---|---|---|---|
| 1 | Market Analysis | /str-market | Conduct comprehensive market analysis |
| 2 | Competitive Intelligence | /str-competitive | Analyze competitive landscape |
| 3 | Financial Modeling | /str-financial-model | Build financial models and projections |
| 4 | Operations Assessment | /str-ops-assess | Assess operational efficiency |
| 5 | Organizational Design | /str-org-design | Design organizational structures |
| 6 | M&A Due Diligence | /str-ma-dd | Support M&A due diligence |
| 7 | Strategic Planning | /str-planning | Facilitate strategic planning |
| 8 | Cost Optimization | /str-cost-opt | Identify cost optimization opportunities |
/str-marketConduct comprehensive market analysis including market sizing, segmentation, trends, and growth projections.
market_scope:
industry: "Industry Name"
geography: "Global|Regional|Country"
segments: ["Segment 1", "Segment 2"]
analysis_type: "entry|expansion|assessment"
client_position:
current_share: 5
target_segments: ["Segment A"]
data_sources:
- "Industry reports"
- "Government statistics"
- "Trade associations"
time_horizon: "3-5 years"
| Component | Description | Deliverable |
|---|---|---|
| Market Sizing | TAM, SAM, SOM calculation | Size estimates |
| Segmentation | Customer/product segments | Segment profiles |
| Trends | Market drivers and shifts | Trend analysis |
| Growth | Historical and projected | Growth forecasts |
| Competitive | Market structure | Competitive map |
| Approach | Method | Best For |
|---|---|---|
| Top-Down | Total market → segments | Established markets |
| Bottom-Up | Units × price × customers | New markets |
| Value Chain | Analyze each stage | B2B markets |
| Analogous | Similar market proxy | Emerging markets |
# Market Analysis Report
## [Industry/Market Name]
### Date: [Date]
## Executive Summary
**Total Addressable Market:** $[X]B
**Serviceable Market:** $[X]B
**Target Market:** $[X]B
**CAGR (5-year):** [X]%
**Key Insight:** [Main finding]
## Market Overview
### Market Definition
[Clear definition of market boundaries]
### Market Size
#### Total Addressable Market (TAM)
| Segment | 2025 | 2026 | 2027 | 2028 | 2029 | CAGR |
|---------|------|------|------|------|------|------|
| [Segment 1] | $[X] | $[X] | $[X] | $[X] | $[X] | [X]% |
| [Segment 2] | $[X] | $[X] | $[X] | $[X] | $[X] | [X]% |
| **Total** | $[X] | $[X] | $[X] | $[X] | $[X] | [X]% |
#### Serviceable Addressable Market (SAM)
| Geography | Size | % of TAM | Growth |
|-----------|------|----------|--------|
| [Region 1] | $[X] | [X]% | [X]% |
| [Region 2] | $[X] | [X]% | [X]% |
#### Serviceable Obtainable Market (SOM)
| Segment | Size | Rationale |
|---------|------|-----------|
| [Target] | $[X] | [Why achievable] |
### Market Sizing Methodology
TAM Calculation: [Number of potential customers] × [Average revenue per customer] = [Total] × $[X] = $[TAM]
SAM Calculation: [TAM] × [Geographic filter] × [Segment filter] = $[TAM] × [X]% × [X]% = $[SAM]
SOM Calculation: [SAM] × [Realistic capture rate] = $[SAM] × [X]% = $[SOM]
## Market Segmentation
### Segmentation Framework
| Dimension | Segments | Size Distribution |
|-----------|----------|-------------------|
| Customer Type | [Segments] | [%] |
| Geography | [Regions] | [%] |
| Product/Service | [Categories] | [%] |
| Price Point | [Tiers] | [%] |
### Segment Profiles
#### Segment A: [Name]
| Attribute | Description |
|-----------|-------------|
| Size | $[X] ([X]% of market) |
| Growth | [X]% CAGR |
| Key Characteristics | [Description] |
| Customer Needs | [Needs] |
| Competitive Intensity | [H/M/L] |
| Attractiveness | [H/M/L] |
## Market Trends
### Macro Trends (PESTEL)
| Category | Trend | Impact | Timeframe |
|----------|-------|--------|-----------|
| Political | [Trend] | [+/-] | [S/M/L] |
| Economic | [Trend] | [+/-] | [S/M/L] |
| Social | [Trend] | [+/-] | [S/M/L] |
| Technological | [Trend] | [+/-] | [S/M/L] |
| Environmental | [Trend] | [+/-] | [S/M/L] |
| Legal | [Trend] | [+/-] | [S/M/L] |
### Industry-Specific Trends
| Trend | Description | Impact | Opportunity/Threat |
|-------|-------------|--------|-------------------|
| [Trend 1] | [Description] | [H/M/L] | [O/T] |
## Growth Drivers & Inhibitors
### Growth Drivers
| Driver | Impact | Probability | Timeline |
|--------|--------|-------------|----------|
| [Driver] | [H/M/L] | [H/M/L] | [Years] |
### Growth Inhibitors
| Inhibitor | Impact | Probability | Mitigation |
|-----------|--------|-------------|------------|
| [Inhibitor] | [H/M/L] | [H/M/L] | [Strategy] |
## Market Forecast
### Scenario Analysis
| Scenario | 2029 Size | CAGR | Key Assumptions |
|----------|-----------|------|-----------------|
| Base Case | $[X] | [X]% | [Assumptions] |
| Bull Case | $[X] | [X]% | [Assumptions] |
| Bear Case | $[X] | [X]% | [Assumptions] |
### Forecast Methodology
[Description of forecasting approach and key assumptions]
## Competitive Landscape
### Market Structure
| Metric | Value |
|--------|-------|
| Market Concentration (HHI) | [Score] |
| Top 5 Share | [%] |
| Number of Players | [#] |
| Entry Barriers | [H/M/L] |
### Key Players
| Company | Share | Positioning | Trend |
|---------|-------|-------------|-------|
| [Company] | [%] | [Position] | [↑↓→] |
## Strategic Implications
### Market Attractiveness Assessment
| Factor | Score (1-5) | Weight | Weighted |
|--------|-------------|--------|----------|
| Market Size | [X] | [X]% | [X] |
| Growth Rate | [X] | [X]% | [X] |
| Profitability | [X] | [X]% | [X] |
| Competition | [X] | [X]% | [X] |
| Entry Barriers | [X] | [X]% | [X] |
| **Total** | | 100% | **[X]** |
### Recommendations
1. [Recommendation]
2. [Recommendation]
## Appendices
### A. Data Sources
### B. Detailed Calculations
### C. Expert Interviews
/str-competitiveAnalyze competitive landscape including competitor profiles, positioning, strengths/weaknesses, and competitive dynamics.
client_company: "Client Name"
competitors:
- name: "Competitor 1"
type: "direct|indirect|potential"
- name: "Competitor 2"
analysis_dimensions:
- "Market position"
- "Products/services"
- "Pricing"
- "Go-to-market"
- "Financial performance"
competitive_questions:
- "Who are the key competitors?"
- "What are their strategies?"
| Force | Analysis Focus |
|---|---|
| Rivalry | Competitor intensity, market concentration |
| Buyers | Customer power, switching costs |
| Suppliers | Supplier concentration, input importance |
| Substitutes | Alternative solutions, threat level |
| New Entrants | Entry barriers, threat likelihood |
# Competitive Intelligence Report
## [Client Name]
### Date: [Date]
## Executive Summary
**Competitive Position:** [Leader|Challenger|Follower|Niche]
**Key Competitors:** [Top 3]
**Competitive Advantage:** [Primary advantage]
**Strategic Threat Level:** [High|Medium|Low]
## Competitive Landscape Overview
### Market Position Map
High Price
│
Premium │ Luxury
[Competitor A] │ [Competitor B]
│
Low ────────────────────┼──────────────────── High Quality │ Quality │ Budget │ Value [Competitor C] │ [CLIENT] ←Target │ Low Price
### Market Share Analysis
| Company | Revenue | Share | Trend | YoY Growth |
|---------|---------|-------|-------|------------|
| [Company 1] | $[X]M | [X]% | [↑↓→] | [X]% |
| [Company 2] | $[X]M | [X]% | [↑↓→] | [X]% |
| [Client] | $[X]M | [X]% | [↑↓→] | [X]% |
| Others | $[X]M | [X]% | [↑↓→] | [X]% |
## Porter's Five Forces Analysis
### Overall Industry Attractiveness: [High|Medium|Low]
| Force | Intensity | Trend | Key Factors |
|-------|-----------|-------|-------------|
| Rivalry | [H/M/L] | [↑↓→] | [Factors] |
| Buyer Power | [H/M/L] | [↑↓→] | [Factors] |
| Supplier Power | [H/M/L] | [↑↓→] | [Factors] |
| Substitutes | [H/M/L] | [↑↓→] | [Factors] |
| New Entrants | [H/M/L] | [↑↓→] | [Factors] |
## Competitor Profiles
### Competitor A: [Name]
#### Company Overview
| Attribute | Value |
|-----------|-------|
| Headquarters | [Location] |
| Founded | [Year] |
| Employees | [#] |
| Revenue | $[X]M |
| Market Share | [X]% |
#### Strategic Profile
| Dimension | Assessment |
|-----------|------------|
| Strategy Type | [Cost Leader/Differentiator/Focused] |
| Target Segments | [Segments] |
| Value Proposition | [Proposition] |
| Core Capabilities | [Capabilities] |
#### Product/Service Comparison
| Product | [Competitor] | [Client] | Advantage |
|---------|--------------|----------|-----------|
| [Product 1] | [Features] | [Features] | [Who wins] |
#### SWOT Analysis
| Strengths | Weaknesses |
|-----------|------------|
| [Strength] | [Weakness] |
| Opportunities | Threats |
|---------------|---------|
| [Opportunity] | [Threat] |
#### Recent Moves
| Date | Action | Implication |
|------|--------|-------------|
| [Date] | [Action] | [Impact] |
---
### Competitor B: [Name]
[Same format as above]
---
## Competitive Comparison Matrix
### Product/Service Features
| Feature | Weight | [Client] | [Comp A] | [Comp B] | [Comp C] |
|---------|--------|----------|----------|----------|----------|
| [Feature 1] | [X]% | [Score] | [Score] | [Score] | [Score] |
| [Feature 2] | [X]% | [Score] | [Score] | [Score] | [Score] |
| **Total** | 100% | **[X]** | **[X]** | **[X]** | **[X]** |
### Pricing Comparison
| Offering | [Client] | [Comp A] | [Comp B] | Market Avg |
|----------|----------|----------|----------|------------|
| [Product] | $[X] | $[X] | $[X] | $[X] |
### Go-to-Market Comparison
| Dimension | [Client] | [Comp A] | [Comp B] |
|-----------|----------|----------|----------|
| Channels | [Channels] | [Channels] | [Channels] |
| Sales Model | [Model] | [Model] | [Model] |
| Marketing | [Approach] | [Approach] | [Approach] |
## Competitive Dynamics
### Strategic Groups
| Group | Characteristics | Members |
|-------|-----------------|---------|
| [Group 1] | [Characteristics] | [Companies] |
| [Group 2] | [Characteristics] | [Companies] |
### Anticipated Competitive Moves
| Competitor | Likely Move | Timing | Impact on Client |
|------------|-------------|--------|------------------|
| [Comp A] | [Move] | [When] | [Impact] |
## Strategic Recommendations
### Competitive Positioning
[Recommended positioning strategy]
### Offensive Strategies
| Strategy | Target | Expected Outcome |
|----------|--------|------------------|
| [Strategy] | [Competitor/Segment] | [Outcome] |
### Defensive Strategies
| Threat | Response | Priority |
|--------|----------|----------|
| [Threat] | [Response] | [H/M/L] |
## Appendices
### A. Competitor Financial Summary
### B. News Monitoring Summary
### C. Win/Loss Analysis
/str-financial-modelBuild comprehensive financial models including projections, valuations, and scenario analysis.
model_type: "three_statement|dcf|lbo|merger|project_finance"
company_name: "Company Name"
historical_data:
years: 3
available: ["Income Statement", "Balance Sheet", "Cash Flow"]
projection_period: 5
scenarios:
- "Base"
- "Upside"
- "Downside"
key_assumptions:
revenue_growth: 10
gross_margin: 40
opex_ratio: 25
| Model Type | Use Case | Key Outputs |
|---|---|---|
| Three Statement | Operational planning | P&L, BS, CF projections |
| DCF | Intrinsic valuation | Enterprise value, equity value |
| LBO | PE acquisition | IRR, MOIC, debt paydown |
| Merger | M&A analysis | Accretion/dilution, synergies |
| Project Finance | Infrastructure | NPV, IRR, DSCR |
# Financial Model Documentation
## [Company/Project Name]
### Model Version: 1.0 | Date: [Date]
## Model Overview
### Purpose
[Description of model purpose and use cases]
### Model Type
**Primary:** [Three Statement / DCF / LBO / Other]
### Key Outputs
| Output | Base Case | Upside | Downside |
|--------|-----------|--------|----------|
| Revenue (Year 5) | $[X]M | $[X]M | $[X]M |
| EBITDA (Year 5) | $[X]M | $[X]M | $[X]M |
| Enterprise Value | $[X]M | $[X]M | $[X]M |
| IRR | [X]% | [X]% | [X]% |
## Historical Analysis
### Income Statement Summary
| Metric | Year -3 | Year -2 | Year -1 | CAGR |
|--------|---------|---------|---------|------|
| Revenue | $[X] | $[X] | $[X] | [X]% |
| Gross Profit | $[X] | $[X] | $[X] | [X]% |
| EBITDA | $[X] | $[X] | $[X] | [X]% |
| Net Income | $[X] | $[X] | $[X] | [X]% |
### Margin Analysis
| Margin | Year -3 | Year -2 | Year -1 | Trend |
|--------|---------|---------|---------|-------|
| Gross Margin | [X]% | [X]% | [X]% | [↑↓→] |
| EBITDA Margin | [X]% | [X]% | [X]% | [↑↓→] |
| Net Margin | [X]% | [X]% | [X]% | [↑↓→] |
## Key Assumptions
### Revenue Assumptions
| Driver | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | Rationale |
|--------|--------|--------|--------|--------|--------|-----------|
| Revenue Growth | [X]% | [X]% | [X]% | [X]% | [X]% | [Rationale] |
| Price Change | [X]% | [X]% | [X]% | [X]% | [X]% | [Rationale] |
| Volume Growth | [X]% | [X]% | [X]% | [X]% | [X]% | [Rationale] |
### Cost Assumptions
| Driver | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 | Rationale |
|--------|--------|--------|--------|--------|--------|-----------|
| COGS % | [X]% | [X]% | [X]% | [X]% | [X]% | [Rationale] |
| OpEx % | [X]% | [X]% | [X]% | [X]% | [X]% | [Rationale] |
| D&A % | [X]% | [X]% | [X]% | [X]% | [X]% | [Rationale] |
### Capital Assumptions
| Driver | Value | Rationale |
|--------|-------|-----------|
| CapEx % of Revenue | [X]% | [Rationale] |
| Working Capital Days | [X] | [Rationale] |
| Tax Rate | [X]% | [Rationale] |
### Valuation Assumptions (DCF)
| Assumption | Value | Rationale |
|------------|-------|-----------|
| WACC | [X]% | [Calculation] |
| Terminal Growth | [X]% | [Rationale] |
| Exit Multiple | [X]x | [Comparable] |
## Projected Financials
### Income Statement Projections
| Line Item | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 |
|-----------|--------|--------|--------|--------|--------|
| Revenue | $[X] | $[X] | $[X] | $[X] | $[X] |
| COGS | ($[X]) | ($[X]) | ($[X]) | ($[X]) | ($[X]) |
| **Gross Profit** | $[X] | $[X] | $[X] | $[X] | $[X] |
| Operating Expenses | ($[X]) | ($[X]) | ($[X]) | ($[X]) | ($[X]) |
| **EBITDA** | $[X] | $[X] | $[X] | $[X] | $[X] |
| D&A | ($[X]) | ($[X]) | ($[X]) | ($[X]) | ($[X]) |
| **EBIT** | $[X] | $[X] | $[X] | $[X] | $[X] |
| Interest | ($[X]) | ($[X]) | ($[X]) | ($[X]) | ($[X]) |
| **EBT** | $[X] | $[X] | $[X] | $[X] | $[X] |
| Taxes | ($[X]) | ($[X]) | ($[X]) | ($[X]) | ($[X]) |
| **Net Income** | $[X] | $[X] | $[X] | $[X] | $[X] |
### Balance Sheet Projections
| Line Item | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 |
|-----------|--------|--------|--------|--------|--------|
| Cash | $[X] | $[X] | $[X] | $[X] | $[X] |
| Receivables | $[X] | $[X] | $[X] | $[X] | $[X] |
| Inventory | $[X] | $[X] | $[X] | $[X] | $[X] |
| **Current Assets** | $[X] | $[X] | $[X] | $[X] | $[X] |
| PP&E | $[X] | $[X] | $[X] | $[X] | $[X] |
| **Total Assets** | $[X] | $[X] | $[X] | $[X] | $[X] |
| Payables | $[X] | $[X] | $[X] | $[X] | $[X] |
| Debt | $[X] | $[X] | $[X] | $[X] | $[X] |
| **Total Liabilities** | $[X] | $[X] | $[X] | $[X] | $[X] |
| **Equity** | $[X] | $[X] | $[X] | $[X] | $[X] |
### Cash Flow Projections
| Line Item | Year 1 | Year 2 | Year 3 | Year 4 | Year 5 |
|-----------|--------|--------|--------|--------|--------|
| Net Income | $[X] | $[X] | $[X] | $[X] | $[X] |
| D&A | $[X] | $[X] | $[X] | $[X] | $[X] |
| Working Capital Change | ($[X]) | ($[X]) | ($[X]) | ($[X]) | ($[X]) |
| **Operating Cash Flow** | $[X] | $[X] | $[X] | $[X] | $[X] |
| CapEx | ($[X]) | ($[X]) | ($[X]) | ($[X]) | ($[X]) |
| **Free Cash Flow** | $[X] | $[X] | $[X] | $[X] | $[X] |
## Valuation Analysis
### DCF Valuation
| Component | Value |
|-----------|-------|
| PV of FCF (Years 1-5) | $[X]M |
| Terminal Value | $[X]M |
| PV of Terminal Value | $[X]M |
| **Enterprise Value** | $[X]M |
| Less: Debt | ($[X]M) |
| Plus: Cash | $[X]M |
| **Equity Value** | $[X]M |
| Shares Outstanding | [X]M |
| **Value per Share** | $[X] |
### Sensitivity Analysis
| | WACC -1% | Base WACC | WACC +1% |
|---|---------|-----------|----------|
| **Growth -0.5%** | $[X] | $[X] | $[X] |
| **Base Growth** | $[X] | $[X] | $[X] |
| **Growth +0.5%** | $[X] | $[X] | $[X] |
### Comparable Analysis
| Company | EV/Revenue | EV/EBITDA | P/E |
|---------|------------|-----------|-----|
| [Comp 1] | [X]x | [X]x | [X]x |
| [Comp 2] | [X]x | [X]x | [X]x |
| **Median** | [X]x | [X]x | [X]x |
| **Implied Value** | $[X]M | $[X]M | $[X]M |
## Scenario Analysis
### Scenario Definitions
| Scenario | Key Assumptions | Probability |
|----------|-----------------|-------------|
| Base | [Assumptions] | [X]% |
| Upside | [Assumptions] | [X]% |
| Downside | [Assumptions] | [X]% |
### Scenario Outputs
| Metric | Downside | Base | Upside |
|--------|----------|------|--------|
| Year 5 Revenue | $[X]M | $[X]M | $[X]M |
| Year 5 EBITDA | $[X]M | $[X]M | $[X]M |
| Enterprise Value | $[X]M | $[X]M | $[X]M |
| IRR | [X]% | [X]% | [X]% |
## Model Limitations & Risks
### Key Risks
| Risk | Impact | Mitigation |
|------|--------|------------|
| [Risk] | [H/M/L] | [Approach] |
### Model Limitations
1. [Limitation]
2. [Limitation]
## Appendices
### A. WACC Calculation
### B. Comparable Company Details
### C. Detailed Schedules
/str-ops-assessAssess operational efficiency across processes, resources, and performance to identify improvement opportunities.
assessment_scope: "enterprise|division|function|process"
organization_name: "Organization Name"
focus_areas:
- "Process efficiency"
- "Resource utilization"
- "Quality"
- "Cost structure"
- "Technology"
current_metrics:
revenue: 100000000
employees: 500
operating_margin: 15
benchmarks:
- "Industry average"
- "Best-in-class"
| Dimension | Focus Areas | Key Metrics |
|---|---|---|
| Process | Efficiency, cycle time, quality | Lead time, defect rate |
| Resource | Labor, equipment, facilities | Utilization, productivity |
| Cost | Direct, indirect, overhead | Cost per unit, cost ratios |
| Quality | Conformance, customer satisfaction | Yield, NPS |
| Technology | Automation, digitization | Digital maturity |
# Operations Assessment Report
## [Organization Name]
### Date: [Date]
## Executive Summary
**Overall Operational Health:** [Excellent|Good|Fair|Poor]
**Efficiency Score:** [X/100]
**Cost Optimization Potential:** $[X]M ([X]% of OpEx)
**Key Findings:** [Top 3 findings]
## Current State Overview
### Organization Profile
| Metric | Value | Industry Avg | Gap |
|--------|-------|--------------|-----|
| Revenue | $[X]M | - | - |
| Employees | [#] | - | - |
| Revenue/Employee | $[X]K | $[X]K | [+/-]% |
| Operating Margin | [X]% | [X]% | [+/-]% |
| Asset Turnover | [X]x | [X]x | [+/-]x |
### Cost Structure
| Category | Amount | % of Revenue | Benchmark | Gap |
|----------|--------|--------------|-----------|-----|
| COGS | $[X]M | [X]% | [X]% | [+/-]% |
| Labor | $[X]M | [X]% | [X]% | [+/-]% |
| Materials | $[X]M | [X]% | [X]% | [+/-]% |
| Overhead | $[X]M | [X]% | [X]% | [+/-]% |
| SG&A | $[X]M | [X]% | [X]% | [+/-]% |
## Process Efficiency Analysis
### Process Performance
| Process | Cycle Time | Efficiency | Quality | Score |
|---------|------------|------------|---------|-------|
| [Process 1] | [Time] | [%] | [%] | [X/10] |
| [Process 2] | [Time] | [%] | [%] | [X/10] |
### Value Stream Analysis
| Activity | Time | Value-Add | Non-VA | Wait |
|----------|------|-----------|--------|------|
| [Activity] | [Time] | [%] | [%] | [%] |
**Value-Add Ratio:** [X]% (Target: >25%)
### Bottleneck Analysis
| Bottleneck | Location | Impact | Root Cause |
|------------|----------|--------|------------|
| [Bottleneck] | [Where] | [Impact] | [Cause] |
## Resource Utilization
### Labor Productivity
| Metric | Current | Benchmark | Gap |
|--------|---------|-----------|-----|
| Output per Hour | [X] | [X] | [+/-]% |
| Revenue per FTE | $[X]K | $[X]K | [+/-]% |
| Overtime % | [X]% | [X]% | [+/-]% |
| Absenteeism | [X]% | [X]% | [+/-]% |
### Equipment Utilization
| Equipment | Capacity | Actual | Utilization | OEE |
|-----------|----------|--------|-------------|-----|
| [Equipment] | [Cap] | [Act] | [%] | [%] |
**Overall Equipment Effectiveness (OEE):** [X]%
- Availability: [X]%
- Performance: [X]%
- Quality: [X]%
### Facility Utilization
| Facility | Area | Utilized | Utilization |
|----------|------|----------|-------------|
| [Facility] | [sqm] | [sqm] | [%] |
## Quality Analysis
### Quality Metrics
| Metric | Current | Target | Gap |
|--------|---------|--------|-----|
| First Pass Yield | [X]% | [X]% | [+/-]% |
| Defect Rate | [X]% | [X]% | [+/-]% |
| Customer Complaints | [#/mo] | [#/mo] | [+/-] |
| Returns Rate | [X]% | [X]% | [+/-]% |
### Cost of Quality
| Category | Amount | % of Revenue |
|----------|--------|--------------|
| Prevention | $[X] | [X]% |
| Appraisal | $[X] | [X]% |
| Internal Failure | $[X] | [X]% |
| External Failure | $[X] | [X]% |
| **Total CoQ** | $[X] | [X]% |
## Benchmarking
### Peer Comparison
| Metric | [Company] | Peer Avg | Best-in-Class | Gap to Best |
|--------|-----------|----------|---------------|-------------|
| [Metric 1] | [Value] | [Value] | [Value] | [Gap] |
### Maturity Assessment
| Capability | Current | Target | Gap |
|------------|---------|--------|-----|
| Process Standardization | [1-5] | [1-5] | [Gap] |
| Continuous Improvement | [1-5] | [1-5] | [Gap] |
| Digital/Automation | [1-5] | [1-5] | [Gap] |
| Performance Management | [1-5] | [1-5] | [Gap] |
## Improvement Opportunities
### Cost Reduction Opportunities
| Opportunity | Annual Savings | Investment | Payback |
|-------------|----------------|------------|---------|
| [Opportunity 1] | $[X]M | $[X]M | [X] mo |
| [Opportunity 2] | $[X]M | $[X]M | [X] mo |
| **Total** | $[X]M | $[X]M | - |
### Efficiency Improvements
| Opportunity | Current | Target | Impact |
|-------------|---------|--------|--------|
| [Improvement] | [Current] | [Target] | [Impact] |
## Recommendations
### Quick Wins (0-6 months)
| # | Recommendation | Savings | Effort |
|---|----------------|---------|--------|
| 1 | [Recommendation] | $[X] | [L/M/H] |
### Medium-term (6-12 months)
| # | Recommendation | Savings | Effort |
|---|----------------|---------|--------|
| 1 | [Recommendation] | $[X] | [L/M/H] |
### Transformational (12+ months)
| # | Recommendation | Savings | Effort |
|---|----------------|---------|--------|
| 1 | [Recommendation] | $[X] | [L/M/H] |
## Implementation Roadmap
### Phase 1: Foundation
- [Initiative]
- [Initiative]
### Phase 2: Optimization
- [Initiative]
- [Initiative]
### Phase 3: Transformation
- [Initiative]
- [Initiative]
/str-org-designDesign organizational structures, roles, reporting relationships, and governance to support business strategy.
design_scope: "enterprise|division|function"
organization_name: "Organization Name"
current_state:
employees: 500
structure_type: "functional|divisional|matrix|flat"
spans_of_control: "narrow|medium|wide"
design_drivers:
- "Growth"
- "Efficiency"
- "Agility"
- "Customer focus"
constraints:
- "Budget limitations"
- "Union considerations"
| Principle | Description | Application |
|---|---|---|
| Strategy Alignment | Structure follows strategy | Link to business model |
| Span of Control | Manageable reporting | 5-8 direct reports typical |
| Clear Accountability | Single point ownership | RACI clarity |
| Decision Rights | Authority matches responsibility | Empowerment framework |
| Minimal Layers | Reduce hierarchy | Flat where possible |
# Organizational Design Document
## [Organization Name]
### Version: 1.0 | Date: [Date]
## Executive Summary
**Design Scope:** [Scope]
**Structure Type:** [Type]
**Key Changes:** [Summary]
**Implementation Timeline:** [Months]
## Strategic Context
### Business Strategy
[Summary of business strategy driving org design]
### Design Objectives
1. [Objective 1]
2. [Objective 2]
### Design Principles
| Principle | Application |
|-----------|-------------|
| [Principle] | [How applied] |
## Current State Analysis
### Current Structure
[Organization chart or description]
### Current Metrics
| Metric | Current | Benchmark |
|--------|---------|-----------|
| Total Headcount | [#] | - |
| Management Layers | [#] | 4-6 |
| Avg Span of Control | [#] | 5-8 |
| Manager:Employee Ratio | 1:[X] | 1:6-8 |
| HR:Employee Ratio | 1:[X] | 1:75-100 |
### Current State Issues
| Issue | Impact | Root Cause |
|-------|--------|------------|
| [Issue] | [Impact] | [Cause] |
## Future State Design
### Proposed Structure
[CEO] ├── [Function 1] │ ├── [Sub-function A] │ └── [Sub-function B] ├── [Function 2] │ ├── [Sub-function C] │ └── [Sub-function D] └── [Function 3]
### Structure Rationale
| Design Choice | Rationale |
|---------------|-----------|
| [Choice] | [Why] |
### Role Definitions
#### [Role Title]
| Attribute | Description |
|-----------|-------------|
| Purpose | [Role purpose] |
| Reports To | [Reporting line] |
| Direct Reports | [#] |
| Key Responsibilities | [List] |
| Decision Authority | [Scope] |
| Key Relationships | [Internal/External] |
| Success Metrics | [KPIs] |
### Span of Control Analysis
| Level | Current Span | Proposed Span | Change |
|-------|--------------|---------------|--------|
| Executive | [#] | [#] | [+/-] |
| Senior Manager | [#] | [#] | [+/-] |
| Manager | [#] | [#] | [+/-] |
### Headcount Impact
| Area | Current | Proposed | Change |
|------|---------|----------|--------|
| [Function] | [#] | [#] | [+/-] |
| **Total** | [#] | [#] | [+/-] |
## Governance Model
### Decision Rights Matrix
| Decision Type | Decide | Approve | Consult | Inform |
|---------------|--------|---------|---------|--------|
| [Decision] | [Role] | [Role] | [Role] | [Role] |
### Committee Structure
| Committee | Purpose | Members | Frequency |
|-----------|---------|---------|-----------|
| [Committee] | [Purpose] | [Members] | [Frequency] |
### Escalation Path
Level 1: [Role] - [Scope] ↓ Level 2: [Role] - [Scope] ↓ Level 3: [Role] - [Scope]
## Implementation Plan
### Transition Approach
| Phase | Activities | Duration |
|-------|------------|----------|
| Design | Finalize structure, roles | [Weeks] |
| Announce | Communication, selection | [Weeks] |
| Implement | Role assignments, transitions | [Weeks] |
| Stabilize | Support, adjustment | [Weeks] |
### Change Management
| Activity | Timing | Owner |
|----------|--------|-------|
| Leadership alignment | Week [X] | [Owner] |
| Employee communication | Week [X] | [Owner] |
| Manager training | Week [X] | [Owner] |
| Role transitions | Week [X] | [Owner] |
### Risk Mitigation
| Risk | Mitigation |
|------|------------|
| [Risk] | [Action] |
## Success Metrics
| Metric | Current | Target | Timeline |
|--------|---------|--------|----------|
| Employee Engagement | [Score] | [Score] | [Date] |
| Decision Speed | [Time] | [Time] | [Date] |
| Span of Control | [Ratio] | [Ratio] | [Date] |
| Manager Effectiveness | [Score] | [Score] | [Date] |
/str-ma-ddSupport M&A due diligence process including commercial, operational, and strategic assessment of targets.
transaction_type: "acquisition|merger|divestiture|joint_venture"
target_company: "Target Name"
deal_rationale:
- "Market expansion"
- "Capability acquisition"
- "Synergies"
diligence_scope:
- "Commercial"
- "Operational"
- "Financial"
- "Legal"
- "IT"
- "HR"
timeline:
diligence_weeks: 6
exclusivity_end: "2026-04-15"
| Workstream | Focus | Key Questions |
|---|---|---|
| Commercial | Market, customers, competition | Sustainable revenue? |
| Operational | Processes, capabilities, assets | Scalable operations? |
| Financial | Financials, working capital | Quality of earnings? |
| Legal | Contracts, litigation, IP | Material liabilities? |
| Tax | Structure, exposures | Tax risks? |
| IT | Systems, security, technical debt | Integration complexity? |
| HR | People, culture, compensation | Retention risks? |
# M&A Due Diligence Report
## [Target Company Name]
### Date: [Date] | CONFIDENTIAL
## Executive Summary
**Transaction Type:** [Type]
**Deal Rationale:** [Rationale]
**Overall Assessment:** [Proceed|Proceed with Conditions|Do Not Proceed]
**Valuation Range:** $[X]M - $[X]M
**Key Issues:** [Top 3]
**Synergy Potential:** $[X]M
## Deal Overview
### Transaction Summary
| Attribute | Value |
|-----------|-------|
| Target | [Company Name] |
| Seller | [Seller] |
| Transaction Type | [Type] |
| Indicated Value | $[X]M |
| Structure | [Stock/Asset] |
| Expected Close | [Date] |
### Strategic Rationale
| Rationale | Priority | Validation |
|-----------|----------|------------|
| [Rationale 1] | [H/M/L] | [Validated/At Risk] |
## Target Overview
### Company Profile
| Attribute | Value |
|-----------|-------|
| Founded | [Year] |
| Headquarters | [Location] |
| Employees | [#] |
| Revenue (LTM) | $[X]M |
| EBITDA (LTM) | $[X]M |
| Key Products/Services | [List] |
| Key Customers | [List] |
## Diligence Findings
### Commercial Due Diligence
#### Market Position
| Metric | Value | Assessment |
|--------|-------|------------|
| Market Share | [%] | [Strong/Adequate/Weak] |
| Market Growth | [%] | [Attractive/Moderate/Declining] |
| Competitive Position | [Rank] | [Leader/Challenger/Follower] |
#### Customer Analysis
| Metric | Value | Risk Level |
|--------|-------|------------|
| Customer Concentration (Top 10) | [%] | [H/M/L] |
| Customer Retention | [%] | [H/M/L] |
| Contract Renewals | [%] | [H/M/L] |
**Key Findings:**
- [Finding 1]
- [Finding 2]
**Red Flags:**
- [Red Flag]
---
### Operational Due Diligence
#### Operations Assessment
| Area | Status | Issues |
|------|--------|--------|
| Facilities | [Good/Fair/Poor] | [Issues] |
| Equipment | [Good/Fair/Poor] | [Issues] |
| Supply Chain | [Good/Fair/Poor] | [Issues] |
| Quality | [Good/Fair/Poor] | [Issues] |
#### Capacity Analysis
| Metric | Current | Potential |
|--------|---------|-----------|
| Utilization | [%] | [%] |
| Capacity | [Units] | [Units] |
**Key Findings:**
- [Finding]
---
### Financial Due Diligence
#### Quality of Earnings
| Adjustment | Amount | Description |
|------------|--------|-------------|
| Reported EBITDA | $[X]M | Per management |
| [Adjustment 1] | ($[X]M) | [Description] |
| [Adjustment 2] | $[X]M | [Description] |
| **Adjusted EBITDA** | $[X]M | **Normalized** |
#### Working Capital
| Component | Actual | Normalized | PEG |
|-----------|--------|------------|-----|
| Receivables | $[X]M | $[X]M | $[X]M |
| Inventory | $[X]M | $[X]M | $[X]M |
| Payables | ($[X]M) | ($[X]M) | ($[X]M) |
| **NWC** | $[X]M | $[X]M | $[X]M |
#### Historical Financials
| Metric | Year -2 | Year -1 | LTM |
|--------|---------|---------|-----|
| Revenue | $[X]M | $[X]M | $[X]M |
| Gross Margin | [%] | [%] | [%] |
| EBITDA | $[X]M | $[X]M | $[X]M |
| EBITDA Margin | [%] | [%] | [%] |
---
### IT Due Diligence
#### Systems Assessment
| System | Vendor | Age | Condition | Integration |
|--------|--------|-----|-----------|-------------|
| ERP | [Vendor] | [Yrs] | [G/F/P] | [Easy/Moderate/Complex] |
| CRM | [Vendor] | [Yrs] | [G/F/P] | [Easy/Moderate/Complex] |
#### Technical Debt
| Item | Severity | Remediation Cost |
|------|----------|------------------|
| [Item] | [H/M/L] | $[X] |
---
### HR Due Diligence
#### Workforce Analysis
| Metric | Value | Concern |
|--------|-------|---------|
| Total Employees | [#] | - |
| Turnover Rate | [%] | [H/M/L] |
| Key Person Risk | [#] | [H/M/L] |
| Union Representation | [%] | [H/M/L] |
#### Compensation Analysis
| Level | Target vs Market | Gap |
|-------|------------------|-----|
| Executive | [%] | [+/-] |
| Professional | [%] | [+/-] |
| Hourly | [%] | [+/-] |
## Synergy Analysis
### Revenue Synergies
| Synergy | Annual Value | Confidence | Timeline |
|---------|--------------|------------|----------|
| Cross-sell | $[X]M | [H/M/L] | Year [X] |
| Geographic | $[X]M | [H/M/L] | Year [X] |
| **Total Revenue** | $[X]M | | |
### Cost Synergies
| Synergy | Annual Value | Confidence | Timeline |
|---------|--------------|------------|----------|
| Headcount | $[X]M | [H/M/L] | Year [X] |
| Procurement | $[X]M | [H/M/L] | Year [X] |
| Facility | $[X]M | [H/M/L] | Year [X] |
| **Total Cost** | $[X]M | | |
### Integration Costs
| Category | One-Time Cost |
|----------|---------------|
| Severance | $[X]M |
| IT Integration | $[X]M |
| Rebranding | $[X]M |
| **Total** | $[X]M |
## Valuation Implications
### Valuation Summary
| Methodology | Value Range |
|-------------|-------------|
| DCF | $[X]M - $[X]M |
| Comparable Transactions | $[X]M - $[X]M |
| LBO | $[X]M - $[X]M |
| **Indicated Range** | $[X]M - $[X]M |
### Price Adjustments
| Item | Adjustment |
|------|------------|
| QoE Adjustments | ($[X]M) |
| Working Capital | ($[X]M) |
| Synergy Value | $[X]M |
| Integration Costs | ($[X]M) |
## Risk Summary
### Deal Risks
| Risk | Severity | Mitigation |
|------|----------|------------|
| [Risk] | [Critical/High/Medium/Low] | [Action] |
### Deal Breakers
- [Issue requiring resolution before proceed]
## Recommendations
### Proceed/No-Proceed
**Recommendation:** [Proceed with conditions]
### Conditions
1. [Condition]
2. [Condition]
### Negotiation Points
| Point | Position | Rationale |
|-------|----------|-----------|
| Price | [Position] | [Why] |
| Structure | [Position] | [Why] |
| Rep & Warranties | [Position] | [Why] |
## Next Steps
1. [Action]
2. [Action]
/str-planningFacilitate strategic planning process including vision development, strategic analysis, goal setting, and implementation planning.
planning_scope: "corporate|business_unit|functional"
planning_horizon: "3-5 years"
organization_name: "Organization Name"
current_situation:
revenue: 100000000
market_position: "challenger"
key_challenges: ["Challenge 1", "Challenge 2"]
planning_approach: "facilitated|consultant-led|hybrid"
stakeholders:
- "Executive team"
- "Board"
- "Key managers"
| Phase | Activities | Output |
|---|---|---|
| 1. Assessment | Situation analysis, SWOT | Current state |
| 2. Direction | Vision, mission, values | Strategic intent |
| 3. Strategy | Strategic options, choices | Strategy statement |
| 4. Goals | Objectives, measures | Strategic goals |
| 5. Initiatives | Projects, programs | Implementation plan |
| 6. Execution | Governance, monitoring | Execution system |
# Strategic Plan
## [Organization Name]
### Planning Horizon: [Years]
### Date: [Date]
## Executive Summary
**Vision:** [Vision statement]
**Strategic Theme:** [Overarching theme]
**Key Strategies:** [3-5 strategies]
**Expected Outcomes:** [Key outcomes]
## Part 1: Strategic Context
### Mission, Vision, Values
**Mission:** [Why we exist]
**Vision:** [What we aspire to become]
**Values:**
1. [Value 1] - [Description]
2. [Value 2] - [Description]
### Current Situation
#### Performance Summary
| Metric | Current | 3-Year Trend |
|--------|---------|--------------|
| Revenue | $[X]M | [Trend] |
| Profitability | [X]% | [Trend] |
| Market Share | [X]% | [Trend] |
| Customer Satisfaction | [Score] | [Trend] |
#### Market Position
[Description of current market position]
### SWOT Analysis
| Strengths | Weaknesses |
|-----------|------------|
| • [Strength 1] | • [Weakness 1] |
| • [Strength 2] | • [Weakness 2] |
| Opportunities | Threats |
|---------------|---------|
| • [Opportunity 1] | • [Threat 1] |
| • [Opportunity 2] | • [Threat 2] |
### Key Strategic Issues
1. [Issue 1]
2. [Issue 2]
3. [Issue 3]
## Part 2: Strategic Direction
### Strategic Aspirations
| Dimension | Current | [Year +3] | [Year +5] |
|-----------|---------|-----------|-----------|
| Revenue | $[X]M | $[X]M | $[X]M |
| Market Position | [Position] | [Position] | [Position] |
| Geographic Reach | [Current] | [Target] | [Target] |
### Strategic Choices
#### Where to Play
| Dimension | Choice | Rationale |
|-----------|--------|-----------|
| Markets | [Markets] | [Why] |
| Customers | [Segments] | [Why] |
| Geographies | [Regions] | [Why] |
| Products/Services | [Offerings] | [Why] |
#### How to Win
| Dimension | Approach | Rationale |
|-----------|----------|-----------|
| Value Proposition | [Proposition] | [Why] |
| Competitive Advantage | [Advantage] | [Why] |
| Business Model | [Model] | [Why] |
## Part 3: Strategic Pillars
### Strategic Pillar 1: [Name]
**Objective:** [What we will achieve]
**Rationale:** [Why this matters]
**Key Initiatives:**
1. [Initiative A]
2. [Initiative B]
**Success Metrics:**
| Metric | Baseline | Target | Timeline |
|--------|----------|--------|----------|
| [Metric] | [Current] | [Target] | [Year] |
---
### Strategic Pillar 2: [Name]
[Same format]
---
### Strategic Pillar 3: [Name]
[Same format]
## Part 4: Goals & Objectives
### Strategic Objectives (Balanced Scorecard)
#### Financial Perspective
| Objective | Measure | Target | Timeline |
|-----------|---------|--------|----------|
| [Objective] | [KPI] | [Target] | [Year] |
#### Customer Perspective
| Objective | Measure | Target | Timeline |
|-----------|---------|--------|----------|
| [Objective] | [KPI] | [Target] | [Year] |
#### Internal Process Perspective
| Objective | Measure | Target | Timeline |
|-----------|---------|--------|----------|
| [Objective] | [KPI] | [Target] | [Year] |
#### Learning & Growth Perspective
| Objective | Measure | Target | Timeline |
|-----------|---------|--------|----------|
| [Objective] | [KPI] | [Target] | [Year] |
## Part 5: Implementation
### Initiative Portfolio
| Initiative | Pillar | Owner | Timeline | Investment | Priority |
|------------|--------|-------|----------|------------|----------|
| [Initiative] | [#] | [Name] | [Dates] | $[X] | [H/M/L] |
### Resource Requirements
| Category | Year 1 | Year 2 | Year 3 | Total |
|----------|--------|--------|--------|-------|
| CapEx | $[X] | $[X] | $[X] | $[X] |
| OpEx | $[X] | $[X] | $[X] | $[X] |
| FTEs | [#] | [#] | [#] | - |
### Implementation Roadmap
Year 1: Foundation ├── Q1: [Initiatives] ├── Q2: [Initiatives] ├── Q3: [Initiatives] └── Q4: [Initiatives]
Year 2: Acceleration ├── [Initiatives]
Year 3: Optimization ├── [Initiatives]
## Part 6: Governance & Monitoring
### Governance Structure
| Forum | Purpose | Frequency | Participants |
|-------|---------|-----------|--------------|
| Strategy Review | Progress, decisions | Quarterly | Exec team |
| Initiative Steering | Project oversight | Monthly | Sponsors |
| Board Update | Strategic update | Quarterly | Board |
### Monitoring & Reporting
| Report | Content | Frequency | Owner |
|--------|---------|-----------|-------|
| Strategy Scorecard | KPI dashboard | Monthly | Strategy |
| Initiative Status | Project updates | Bi-weekly | PMO |
| Risk Report | Risk tracking | Monthly | Risk |
### Risk Management
| Risk | Probability | Impact | Mitigation |
|------|-------------|--------|------------|
| [Risk] | [H/M/L] | [H/M/L] | [Action] |
## Appendices
### A. Detailed Initiative Plans
### B. Financial Projections
### C. Organization Implications
/str-cost-optIdentify and prioritize cost optimization opportunities across the organization while maintaining operational effectiveness.
optimization_scope: "enterprise|division|function"
organization_name: "Organization Name"
cost_baseline:
total_costs: 50000000
categories:
- name: "Personnel"
amount: 25000000
- name: "Facilities"
amount: 5000000
- name: "Technology"
amount: 8000000
target_reduction: 15
constraints:
- "No layoffs"
- "Maintain service levels"
- "Preserve strategic capabilities"
| Category | Typical Opportunities |
|---|---|
| Personnel | Spans, layers, productivity, outsourcing |
| Procurement | Consolidation, negotiation, demand |
| Real Estate | Footprint, utilization, remote work |
| Technology | Rationalization, cloud, automation |
| G&A | Travel, marketing, professional services |
| Operations | Process efficiency, waste reduction |
| Lever | Description | Typical Savings |
|---|---|---|
| Eliminate | Stop doing entirely | High |
| Standardize | One way of working | Medium |
| Consolidate | Combine activities | Medium |
| Automate | Technology enablement | Medium-High |
| Outsource | Third-party delivery | Medium |
| Renegotiate | Better terms | Low-Medium |
# Cost Optimization Report
## [Organization Name]
### Date: [Date]
## Executive Summary
**Total Cost Base:** $[X]M
**Identified Savings:** $[X]M ([X]%)
**Quick Wins:** $[X]M
**Implementation Investment:** $[X]M
**Net Savings (3-Year):** $[X]M
## Cost Baseline Analysis
### Total Cost Structure
| Category | Amount | % of Total | vs. Benchmark |
|----------|--------|------------|---------------|
| Personnel | $[X]M | [X]% | [+/-]% |
| Technology | $[X]M | [X]% | [+/-]% |
| Facilities | $[X]M | [X]% | [+/-]% |
| Procurement | $[X]M | [X]% | [+/-]% |
| G&A | $[X]M | [X]% | [+/-]% |
| **Total** | $[X]M | 100% | - |
### Cost Trends
| Category | Year -2 | Year -1 | Current | CAGR |
|----------|---------|---------|---------|------|
| [Category] | $[X] | $[X] | $[X] | [X]% |
### Benchmarking
| Metric | [Company] | Industry Avg | Best Practice | Gap |
|--------|-----------|--------------|---------------|-----|
| Cost/Revenue | [X]% | [X]% | [X]% | [X]% |
| Cost/Employee | $[X]K | $[X]K | $[X]K | [X]% |
## Optimization Opportunities
### Summary by Category
| Category | Savings Potential | Effort | Priority |
|----------|-------------------|--------|----------|
| Personnel | $[X]M | [H/M/L] | [1-5] |
| Technology | $[X]M | [H/M/L] | [1-5] |
| Procurement | $[X]M | [H/M/L] | [1-5] |
| Facilities | $[X]M | [H/M/L] | [1-5] |
| G&A | $[X]M | [H/M/L] | [1-5] |
| **Total** | $[X]M | | |
### Detailed Opportunities
#### Personnel Optimization
| Opportunity | Savings | FTE Impact | Effort | Risk |
|-------------|---------|------------|--------|------|
| Span of control optimization | $[X]M | [#] | [H/M/L] | [H/M/L] |
| Process automation | $[X]M | [#] | [H/M/L] | [H/M/L] |
| Outsourcing non-core | $[X]M | [#] | [H/M/L] | [H/M/L] |
| **Subtotal** | $[X]M | [#] | | |
**Detail: Span of Control Optimization**
- Current State: [Description]
- Opportunity: [Description]
- Savings Calculation: [Calculation]
- Implementation: [Approach]
- Risks: [Risks]
---
#### Technology Optimization
| Opportunity | Savings | Effort | Risk |
|-------------|---------|--------|------|
| Application rationalization | $[X]M | [H/M/L] | [H/M/L] |
| Cloud migration | $[X]M | [H/M/L] | [H/M/L] |
| License optimization | $[X]M | [H/M/L] | [H/M/L] |
| **Subtotal** | $[X]M | | |
---
#### Procurement Optimization
| Opportunity | Savings | Effort | Risk |
|-------------|---------|--------|------|
| Contract renegotiation | $[X]M | [H/M/L] | [H/M/L] |
| Supplier consolidation | $[X]M | [H/M/L] | [H/M/L] |
| Demand management | $[X]M | [H/M/L] | [H/M/L] |
| **Subtotal** | $[X]M | | |
---
#### Facilities Optimization
| Opportunity | Savings | Effort | Risk |
|-------------|---------|--------|------|
| Footprint reduction | $[X]M | [H/M/L] | [H/M/L] |
| Hybrid work model | $[X]M | [H/M/L] | [H/M/L] |
| Energy efficiency | $[X]M | [H/M/L] | [H/M/L] |
| **Subtotal** | $[X]M | | |
---
#### G&A Optimization
| Opportunity | Savings | Effort | Risk |
|-------------|---------|--------|------|
| Travel policy | $[X]M | [H/M/L] | [H/M/L] |
| Marketing efficiency | $[X]M | [H/M/L] | [H/M/L] |
| Professional services | $[X]M | [H/M/L] | [H/M/L] |
| **Subtotal** | $[X]M | | |
## Prioritization Matrix
### Quick Wins (High Impact, Low Effort)
| # | Opportunity | Savings | Timeline |
|---|-------------|---------|----------|
| 1 | [Opportunity] | $[X]M | [Months] |
### Major Projects (High Impact, High Effort)
| # | Opportunity | Savings | Timeline |
|---|-------------|---------|----------|
| 1 | [Opportunity] | $[X]M | [Months] |
### Easy Wins (Low Impact, Low Effort)
| # | Opportunity | Savings | Timeline |
|---|-------------|---------|----------|
| 1 | [Opportunity] | $[X]M | [Months] |
### Reconsider (Low Impact, High Effort)
[List opportunities to defer or eliminate]
## Implementation Plan
### Phased Approach
| Phase | Focus | Savings | Timeline |
|-------|-------|---------|----------|
| 1: Quick Wins | [Focus areas] | $[X]M | Months 1-3 |
| 2: Core Program | [Focus areas] | $[X]M | Months 4-12 |
| 3: Transformation | [Focus areas] | $[X]M | Months 13-24 |
### Investment Requirements
| Category | Amount | Purpose |
|----------|--------|---------|
| Technology | $[X]M | Automation, migration |
| Severance | $[X]M | Workforce transition |
| Consulting | $[X]M | Implementation support |
| **Total** | $[X]M | |
### Savings Timeline
| Quarter | Run Rate Savings | Cumulative |
|---------|------------------|------------|
| Q1 | $[X]M | $[X]M |
| Q2 | $[X]M | $[X]M |
| Q3 | $[X]M | $[X]M |
| Q4 | $[X]M | $[X]M |
## Governance
### Program Structure
| Role | Responsibility | Name |
|------|----------------|------|
| Executive Sponsor | Oversight, decisions | [Name] |
| Program Lead | Day-to-day management | [Name] |
| Workstream Leads | Category delivery | [Names] |
### Tracking & Reporting
| Report | Frequency | Audience |
|--------|-----------|----------|
| Savings Tracker | Weekly | Program team |
| Executive Dashboard | Monthly | Leadership |
| Board Update | Quarterly | Board |
## Risk Management
| Risk | Probability | Impact | Mitigation |
|------|-------------|--------|------------|
| Employee morale | [H/M/L] | [H/M/L] | [Action] |
| Service disruption | [H/M/L] | [H/M/L] | [Action] |
| Implementation delays | [H/M/L] | [H/M/L] | [Action] |
## Appendices
### A. Detailed Opportunity Calculations
### B. Benchmarking Data
### C. Implementation Workplans
STR Base Modifier: 1.10 (applied to standard rates)
| Phase | Duration | Deliverables |
|---|---|---|
| Discovery | 2-3 weeks | Current state, data gathering |
| Analysis | 3-4 weeks | Assessment, modeling, options |
| Recommendations | 2-3 weeks | Strategy, implementation plan |
| Implementation Support | Variable | Execution support |
Strategic Transformation:
/str-market → /str-competitive → /str-planning →
/str-org-design → /str-ops-assess → Implementation
M&A Advisory:
/str-competitive → /str-ma-dd → /str-financial-model →
Negotiation → /esi-assess → Integration
Cost Transformation:
/str-ops-assess → /str-cost-opt → /str-org-design →
/aai-assess → Implementation
Market Entry:
/str-market → /str-competitive → /str-financial-model →
/str-planning → Go-to-market execution
| Service Line | Integration Point |
|---|---|
| DIG | Digital strategy component |
| AAI | Automation in operations |
| COE | Performance dashboards |
| ESI | System integration in M&A |
| ISO | Quality management in operations |
All STR deliverables should use standard CPS branding via:
/doc-gen for document generationassets/cps-branding.json for stylingscripts/cps-document-generator.js for automation| Skill | Primary Artifact | Format |
|---|---|---|
| /str-market | Market Analysis Report | DOCX/PDF |
| /str-competitive | Competitive Intelligence Report | DOCX/PDF |
| /str-financial-model | Financial Model + Documentation | XLSX/DOCX |
| /str-ops-assess | Operations Assessment | DOCX/PDF |
| /str-org-design | Org Design Document | DOCX/PPTX |
| /str-ma-dd | Due Diligence Report | DOCX/PDF |
| /str-planning | Strategic Plan | DOCX/PPTX |
| /str-cost-opt | Cost Optimization Report | DOCX/PDF |
Provides UI/UX resources: 50+ styles, color palettes, font pairings, guidelines, charts for web/mobile across React, Next.js, Vue, Svelte, Tailwind, React Native, Flutter. Aids planning, building, reviewing interfaces.
Fetches up-to-date documentation from Context7 for libraries and frameworks like React, Next.js, Prisma. Use for setup questions, API references, and code examples.
npx claudepluginhub hossamdaoud83/cps-plugins-official --plugin cps-str