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Student Workbook

Challenge Assessment

Corporate Strategy Sessions

Challenge Assessment: Student Workbook

Exercise 1: Root Cause Analysis

Problem Observation: _________________________________________________

Use 5 Whys to diagnose root cause:

  1. Why? _________________________________________________________________
  2. Why? _________________________________________________________________
  3. Why? _________________________________________________________________
  4. Why? _________________________________________________________________
  5. Root Cause: ___________________________________________________________

Exercise 2: Key Metrics Dashboard

Identify current and target state for key metrics in your organization:

Metric Category Current State Target State Gap Data Source
Financial
Operational
Customer
Employee
Market

Exercise 3: Stakeholder Assessment Map

Stakeholder Group Interest Impact Engagement Strategy
Customers
Employees
Leadership
Board
Investors

Exercise 4: Challenge Prioritization Matrix

List your top organizational challenges:

Challenge Magnitude (1-5) Urgency (1-5) Addressability (1-5) Priority Score

Top 3 Priorities for Assessment:




Exercise 5: Assessment Plan

For your top priority challenge:

Challenge: _________________________________________________________________

Data Needed:

Stakeholders to Engage: _________________________________________________________________

Timeline: _________________________________________________________________

Success Indicators: _________________________________________________________________

Key Learnings

I will remember:



I will apply:



My next step: