The Concept of Company Situation Analysis - To What Extent is it a Valid Tool in Business Planning?

Generally, a poorly prepared business plan wouldUsing as part of a tool of situation analysis, corporate
definitely fail and it can be blamed on any one orstrengths and weaknesses may be identified by
more of the following factors: inadequate informationfunction area and or key issues with each later on
about the industry, lack of competitors, andanalyzed. An example of (by function) issues to
knowledge about the business unit's position i.e.analyze include marketing (market position)
Strengths & weakness, opportunities, threat andtechnology (e.g. R & D, product development)
unrealistic goals.Financial (Profitability, ROCE) etc operational (JIT
Good business planning could be the means torequirements, cost-effectiveness, etc) Human
achieve this. Business planning could be described asresources (skills and flexibility, competence, etc)
past of an on-going continuous activity concerningHuman resources (skills and flexibility, competence,
the direction of the whole organization. It containsetc) Human resources (skill and flexibility,
the mission, objectives, strategies, tactics and policiescompetence, etc) and management (attitudes
that will serve as a guide to the organization intowards innovation and change). Others are (by key
adapting to the environment for a specified period ofissues capacity to achieve and maintain appropriate
time. A business plan is considered as the backbonecompetitive advantage and market position on the
of the business unit. And as such business planningmedium and long-term; ownership structure and the
implies vision and attempt to follow it to reach themeans of policy formulation, capacity to develop and
goal.manage international or global activities, etc.
Planning must bring about a specified course of actionHaving considered the internal analysis of the
from the objectives outlined by the organization.Planscompany's state, a brief consideration of the external
are meant to bring positive results but there is theanalysis through the opportunities and threats by
possibility of this not being realized due to restrictionusing PESTLE analysis; each word in the acronym is
which might be inherent with the planning process.analyzed in brief for example:
Business planning should not be a blue print so toPolitical:
speak but flexible and accommodative so that itThe government in power might make decisions
could from time to time be changed to successfully(usually political) which affect economic trends,
become adapted to the general environment. Formarket and industrial structure and employment law.
example in the event of problems in a productionThese can affect the business directly or indirectly.
process, corrective action could be taken easily byEconomic factors: Exchange rates, interest rates, tax
those who are directing affairs not necessarily thelaws etc also have direct effect on the organization.
planners.Socio-cultural factors:
Business planning could be effected for a new as wellSocial and cultural factors also affect the environment
as existing organization or business unit; the sequencein which the organization operates. For example,
is to define the company's mission statement andeducation, income levels and skills and competence
then thoroughly analyze the situation in which thewill impact upon the organization.
business currently finds itself. This is the concept ofTechnological Environment:
company situation analysis.Analyzing the technological stance of the organization
Next in the sequence is an organizational objectiveitself and or the rate of technological advancement
which is how the company should fulfill its mission andprevailing in the industry e.g. the computer, electronics
clarifies where the company wants to be. Theseand automobile industry could indicate the company
unlike the mission statement, should be quantified.potentials. People are becoming increasingly concerned
The choice of strategies which are the concreteabout environmental issues like pollution, noise,
ideas that set about achieving company objectivesdestruction every length to even campaign against
then follows; they are related to how the mission willcertain products and for that matter the firms
be accomplished.Emanating from the strategy isconcerned.
tactics which is the day to day operation of theLegal environment:
objectives and mission to achieve the companyMorden (1993) writes that the external environments
objectives.may be analysed in terms of the following:
There are two parts of making up this analysis. TheStability:
first input relates to the organization's macro -Variables within the extension environment show little
environment and these are factors over which theor no change over long periods of time. This is the
company has little or no control. They are listed undermature stage. It shows good relationship between
four separate headings: political, economic,firm and stake holders.
socio-cultural and Technological and are known byModerately dynamic: Variables show a limited degree
acronym ''PEST''. Some planners also add 'Legal'of change over time e.g. minor changes in technology.
(making the acronym SLEEP) and environmentalTurbulent:
(PESTLE). This is the external audit part of what isVariables show a significant degree of change over
called the company audit. A number of very shorttime. The situation may be worsened by entry of
statements are made in respect of each of thenew entrants and exit of others. An example of UK
PESTLE sub-divisions.turbulent environment was the 1986 Building Society
The second part concerns what is called the internalAct which brought about the deregulation of the
audit; this considers the individual capabilities of theBuilding Societies and increased competition.
company, SBU by SBU, and again short statementsTurbulent with increasing rates of change:
are made. Thereafter, a fundamental appraisalenvironmental variables show an increasingly rapid
process - SWOT analysis - is carried out. This SWOTrate of change. This threatens the survival of existing
analysis (strengths, Weaknesses, opportunities andoperators who are not forward-looking and so not
threats) is an attempt to translate company specificinnovative. The computer industry provides a good
factors from the company audit into corporateexample when the founders of Google came out
strengths and weaknesses plus externalwith a unique search engine which even caught MSN
environmental factors (from PESTLE analysis) intounawares. Innovation at this stage needs to be
external opportunities and threats. It must be notedconstant.
here that, the strengths and weaknesses got to doAt the end of this analysis, the threats and
with the internal environmental part of the situationopportunities inherent would have been unearthed.
analysis whilst the opportunities and threats got toThreats are the features or variables which threaten
do with the external environment. SWOT analysis is athe very survival of the business directly or indirectly.
simple tool for auditing an organization and itsSome examples include political uncertainty, global
environment and generating strategic alternativesrecession which present themselves as bottlenecks
from situation analysis. It is the first stage ofto growth. Opportunities may include changes in
business planning.It is applicable to the organization onlegislation, removal of barriers to international trade
the issues that potentially have the most impact andthe emergence of 'grey' markets.
so it is useful when a very limited amount of time isTo the business planner, having analyzed the situation
available.of the business in-depth as above, and the corporate
The internal and external situation analysis canstrengths and weaknesses, the external environment,
produce a large number of information with much ofenvironmental stability and specific threat and
them being highly irrelevant so the SWOT analysisopportunities identified, these may then be used in
serves as an interpretative filter to reduce thethe planning aspect. For example the choice of
information to a manageable quantity of key issues.appropriate strategy to exploit the corporate
By understanding these four aspects of its situation astrengths and external opportunities as well as those
firm can better leverage its strengths, correct itsto remedy corporate weaknesses and the external
weaknesses capitalize on opportunities and remedythreats. This being made possible because of the
potential threats. The organization may also use theknowledge of the general environment available to
understanding of these situation analyzes asthe planner as a result of situation analysis.
evaluative criteria to judge the current state of theSince intended outcome of the business planning is
organization. An example of corporate strength couldthe successful positioning of the company armed
be found in a company's brand image like Coca Colawith the above information gathered, the situational
which can stand flaws as when after someanalysis to a large extent becomes a valid tool
newspapers reported that coke was contaminated,needed to carve the future position of the business.
sales soared in spite of the report in Pakistan againstReference:
Coca-Cola.1. Cole, G.A (2000) Strategic Management, 2nd
Google is reported to lack customer lock-in. ItsEdition, Continuum, London.
competitors have much firmer hold on customers2. Development of chain stores. [ (accessed on 1/11
because they hold much information about users.02).
Opportunities are the chance to introduce a new3. Drucker, P.F (1993) the Practice of Management;
product or service whilst a threat could be the entryButterworth and Heinemann, Oxford.
of competitors to the market.4. Bigley, A.G. Porter, L:W; Steers, R.