IfM Services

Strategy and Performance forms

Index of Forms in printable Acrobat.pdf file format

Click on a form to open the document and then print to your local printer

The forms have been created so that they will fit on either A4 or US Letter paper

Forms common to the Strategy and Performance Measurement processes

• Form 1 - Reasons why customers purchase from us
• Form 2 - Customer product group data
• Form 3 - Customer / stakeholder needs
• Form 4 - Balanced scorecard
• Form 5 - Customer product group targets
• Form 6 (pm) 11 (s) - Performance measure record sheet

Strategy process forms

• Form - Achieved performance
• Form - Market requirements
• Form 6 - Strategy patterns
• Form 7 - Assessing strategy
• Form 8 - Ideas for strategy
• Form 9 - Apparent constraints on strategy
• Form 10 - Checking actions against current policies

Performance Measurement process forms

• Form 7 - Perfomance measures sign-off
• Form 8 - Measure design progress
• Form 9 - Barriers to measures
• Form 10 - Ford visualisation
• Form 11 - Key drivers
• Form 12 - Evaluation

Competence process forms

• Table 4.1 - Defining the boundaries
• Table 5.1 - Resources deduction
• Table 5.2 - Resource listing and categorisation
• Table 6.3 - STEEP analysis
• Table 6.4 - Value and sustainability assessment
• Table 6.5 - Value and sustainability summary
• Table 7.2 - Exploitability, versatility etc. assessment
• Table 7.3 - Resistance and current opportunity assessment
• Table 8.3 - Resource measure record sheet