top of page

Click on a Focus area to explore

  1. CAPTURE STRATEGIC  INSIGHTS​

  • Competitive Analysis:

    • Assess Market Potential

    • Identify Customer Unmet Needs

    • Understand Customer Perceptions

    • Market + Regulatory Trends (Global, Regional)

    • Business and Competitive Insights

    • Technical & Mfg Feasibility

2.  DRIVE STRATEGY & BUSINESS MODEL DEVELOPMENT

  • Reaffirm Vision/ Mission Statement

  • Strategic Plan, 3-5 Yr:

    • Financial Targets and Capacity Planning

    • Product/Service and Technology Roadmap

    • Resource + Capital Plan

    • Learning Curriculum (Internal & External)

    • Internal versus External Manufacturing Analysis

IMPLEMENTATION + OUTPUTS

3.   STRATEGY DEPLOYMENT

  • Operating Division Annual Operating Plan:

    • Goals + Initiatives

    • Key Performance Measures + Targets

    • Resourcing + Capital Plan 

    • External Manufacturing 

      • Selection + Tech Transfer

      • Governance

1. CAPTURE STRATEGIC  INSIGHTS

Slide1.PNG
HP_competitive Analysis.png
HOQ_edited.png

Process Outputs

1.  Create a summarized SWOT Matrix that synthesizes (i) Internal Strengths/Weaknesses: from

    feasibility and capability analysis, (ii) External Opportunities/Threats: from market, customer, 

    and regulatory insights.​

2.  Leverage House of Quality (QFD) to assess technical solutions with unmet market needs.​

3.  Create Competitive Analysis Matrix to detail and prioritize current vs target Capabilities, Capacity, and Customer Service Levels.   This will also include strategic implementation (eg. internal/external, acquisition, merger) and syncronize with company roadmap.

​Process Implementation

  • Assess Market Potential & Customer Landscape:

    • Identify market size, growth drivers, and segmentation using SWOT (Opportunities/Threats) and competitive analysis.

    • Evaluate customer unmet needs and perceptions using House of Quality (Voice of the Customer → Design Requirements).

    • Prioritize strategic markets or segments based on customer value and accessibility.

  • Identify Voice of the Customer / Requirements:

    • Translate customer expectations into actionable technical and operational targets via the House of Quality.

    • Map current customer satisfaction against critical-to-quality attributes.

    • Highlight gaps between existing offerings and customer needs.

  • Understand Regulatory & Industry Trends:

    • Identify evolving compliance requirements (e.g., FDA, EMA, ISO) that may open or limit market entry.

    • Assess how regulatory shifts create risks or strategic openings (e.g., accelerated pathways, sustainability mandates).

    • Use SWOT to capture these as Threats or Opportunities.

    • Competitive Analysis (Current and Future):

      • Capability (R&D strength, IP portfolio, innovation velocity)

      • Capacity (supply chain, scale-up flexibility, lead times)

      • Customer Service (support, delivery reliability, responsiveness)

    • Identify how the competition is evolving (product launches, M&A, pricing shifts).

    • Use SWOT and competitive matrix to position strengths/weaknesses against key competitors.

  • Assess Technical & Manufacturing Feasibility:

    • Assess technology readiness and manufacturing scalability.

    • Identify internal gaps in process capability, capacity constraints, or talent needs.

    • Map potential design or manufacturing risks via the House of Quality (Design → Process relationships).

2.  DRIVE STRATEGY & BUSINESS MODEL DEVELOPMENT

HOSHIN MATRIX.png

1

Site Revenue Projection.png

3-4

Roadmap.png

7

Business Area Projection Revenue capacit

2

Resource Forecast.png

5

DP Pipeline.png

8

​Process Outputs

  1. Hoshin Kanri X-Matrix:  

    • Vision / Mission Statement:  Revalidated to ensure alignment with strategic direction.

    • Long-term goals

    • Annual priorities

    • Key Performance metrics

  2. Financial Targets Dashboard:  Sets 12–18 month goals for Revenue, COGS, and EBITDA. 

  3. Manufacturing Demand Plan:  Converts financial targets into operational demand.

  4. Capacity Analysis: Assesses existing vs. required capacity + gap reconciliation plan.

  5. ​Resource Analysis + Labor Cost Model:  Projects labor costs to achieve EBITDA goals using Rev/Emp + activity-based logic.

  6. Cost Savings Target Tracker:  Captures initiatives to improve margin and operational efficiency.

  7. Product / Technology Roadmap:   Aligns CAPEX and OPEX with strategy.

  8. Product Development Pipeline.  3-5 Product Development roadmap.

  9. Learning & Capability Curriculum:  Defines training programs needed to build execution capability.

  10. Make vs. Buy Manufacturing Analysis:  Evaluates internal vs. external manufacturing strategy.

​Process Implementation​​​

  • Build the Hoshin Kanri (X-Matrix):

    • Reaffirm Vision & Mission:  Use the Strategic Insights from (market, customer, regulatory, capability) to pressure-test vision and mission for relevance.  Reword, if needed, to reflect new strategic ambitions

    • Develop and populate Strategic Objectives (3–5 Yr):  Establish enterprise objectives typically around: Growth through Innovation, Customer Experience, Employee Engagement, Safety, Quality/Compliance, Financials.  These should be aspirational and inspirational.

    • Identify annual breakthrough objectives + Initiatives

    • Link initiatives and KPIs to each objective

    • Assign accountable owners and timeline

  • Set Financial Targets & Translate to Demand:

    • Define 12–18 month financial goals by product/service

    • Calculate COGS, revenue, EBITDA targets

    • Translate financials into volume demand by SKU

    • Build the manufacturing demand plan

  • Conduct Capacity & Cost Savings Analysis:

    • Model current capacity vs. required output

    • Identify capital or labor needs to meet growth

    • Outline cost savings opportunities (Lean, sourcing, etc.)

  • Build Product/Technology Roadmap:

    • Define timing for product and service launches

    • Map tech or capability enablers

    • Integrate quality, regulatory, or external partnership timelines

  • Develop Learning & Capability Curriculum:

    • Identify required skills for strategy execution

    • Map internal programs and external partners

    • Tie learning modules to strategic initiatives or job roles

  • Model Resourcing Plan + Labor Cost Targets + Activity Analysis:

    • Calculate base labor cost from EBITDA targets

    • Break into direct/indirect:

    • Direct: based on Rev/Emp or volume per worker

    • Indirect: activity-based allocation + fixed support %s

    • Build variance reconciliation model (actual vs. target)

    • Support reconciliation model with Activity Analysis

  • Conduct Internal vs. External Manufacturing Analysis:

    • Build matrix to assess cost, control, and scalability tradeoffs

    • Align sourcing strategy with product maturity and capital plan

3.  DRIVE STRATEGY & BUSINESS MODEL DEVELOPMENT

HP_Goals Template.png
PSQDC_FINAL.png

​Process Outputs

  1. Tiered both horizontally across Organizations + Vertically within Operating Division Annual Operating Plan:​

    • Goals + Initiatives- Clearly defined and measurable objectives with aligned initiatives that support strategic execution and business performance.   Integrated initiatives prioritized based upon scoring criteria and resource allocation.

    • Key Performance Measures + Targets- Quantifiable metrics and performance thresholds that allow for monitoring of strategic progress and early identification of risks typically across People, Safety, Quality, Delivery, Cost/Financial, Innovation.

    • Resourcing + Capital Plan- A forward-looking allocation of financial and human capital needed to support initiatives, growth, and operational continuity.

    • External Manufacturing- A defined outsourcing strategy that leverages external capabilities to enhance scalability, cost-efficiency, and flexibility.

    • Selection + Tech Transfer- A structured process ensuring the right external partners are selected and enabled through robust technology transfer mechanisms.

    • Governance- An integrated, multi-tier governance structure that oversees strategic execution, monitors KPIs, and proactively manages risk.

Tiered KPI.png
KPI Scorecard.png

​Process Implementation​

  • Tiered Operating Division Annual Operating Plan:

    • Use the Hoshin Kanri X-Matrix to cascade goals and initiatives vertically across corporate, division, and department levels.

    • Facilitate horizontal integration via cross-functional planning sessions and alignment checkpoints.

    • Update plans quarterly in tiered business reviews.

  • Goals + Initiatives:

    • Define SMART goals with clear owners and timelines at each tier of the organization.

    • Connect initiatives to performance plans and functional scorecards to drive accountability.

    • Re-align annually or as business needs shift.

  • Key Performance Measures + Targets:

    • Develop KPIs for each initiative aligned to strategic pillars.

    • Implement tiered dashboards using tools like Power BI or Tableau.

    • Monitor monthly in governance forums and flag performance risks early.

  • Resourcing + Capital Plan:

    • Conduct a top-down and bottom-up planning process to balance financial targets with operational capability.

    • Align capital investments to initiative phasing and business risk exposure.

    • Reallocate resources dynamically through steering committee oversight.

  • External Manufacturing:

    • Apply a structured make-vs-buy framework to select strategic external partners.

    • Define roles and volumes for external partners based on capacity and product lifecycle needs.

    • Review strategy in quarterly operations and sourcing forums.

  • Selection + Tech Transfer:

    • Use standardized partner selection scorecards (tech fit, quality, capacity, cost).

    • Develop tech transfer project plans with clear milestones, documentation, and cross-functional ownership.

    • Include CDMO in joint governance to ensure transparency and accountability.

  • Governance:

    • Implement a 3-tier governance structure:

    • Executive Steering Committee (quarterly strategic oversight)

    • Tier 2 – Functional and Divisional Reviews (monthly tracking)

    • Initiative and Core Team Meetings (biweekly execution focus)

AREA

1. Market Potential
 

2. Unmet Customer Needs
 

3. Customer Perceptions
 

4. Market & Regulatory Trends
 

5. Business & Competitive Insights
 

6. Technical & Mfg Feasibility
 

WHAT TO DO

Quantify TAM, SAM, and market growth for target segments

Identify clinical and operational gaps that customers face

Understand brand/product perception among key stakeholders

Track global/regional policy shifts, innovation incentives, risks

Integrate internal + external intelligence for strategic direction

Assess feasibility and scalability of technical/manufacturing platforms

HOW TO DO IT

- Market modeling
- Forecasting tools

- VoC surveys/interviews
- QFD (House of Quality)

- NPS
- Digital/social sentiment analysis

- Monitor FDA, EMA, HTA updates
- Subscription to reg intel platforms

- Strategic workshops
- Scenario planning

- Capability fit and COGs models
- Supplier/CDMO evaluations

KEY OUTPUTS

- Market size and share projections
- Investment prioritization

- Prioritized list of unmet needs
- Opportunity framing

- Perception vs. reality insights
- Messaging improvement opportunities

- Regulatory risk map
- Strategic timing insights

- Integrated dashboard of insights
- Strategy-aligned initiatives

- Feasibility summary
- Cost and operational risk overview

bottom of page