Business OS
Sales & MarketingMarketing Strategy

Worksheet_Industry & Competitive Forces Analysis

This template provides a structured worksheet for conducting an industry and competitive forces analysis, crucial for strategic planning and understanding market dynamics. It helps businesses evaluate their competitive landscape and identify opportunities and threats.

Updated 3d ago
marketing strategycompetitive analysisindustry analysismarket researchSWOTbusiness planningPorter's Five Forces

{{company_name}}

{{company_address}}

Phone: {{phone}} | Email: {{email}} | Web: {{website}}

Worksheet_Industry & Competitive Forces Analysis

Worksheet_Industry & Competitive Forces Analysis

{{company_name}}

{{company_address}}

Phone: {{phone}}

Email: {{email}}

Website: {{website}}

Date of Analysis

{{date}}

Analyst Name & Department

{{analyst_name}}

{{department}}

I. Industry Definition and Scope

1.1. Define the industry being analyzed:

{{industry_definition}}

1.2. Key products/services included in this industry:

{{key_products_services}}

1.3. Primary geographical scope of the industry:

{{geographical_scope}}

II. Porter's Five Forces Analysis

2.1. Threat of New Entrants:

- Barriers to entry (e.g., capital requirements, regulatory policies, economies of scale): {{barriers_to_entry}}

- Expected reaction of existing competitors: {{competitor_reaction}}

- Overall threat level (High/Medium/Low): {{threat_of_new_entrants_level}}

2.2. Bargaining Power of Buyers:

- Number of buyers and order volume: {{number_of_buyers}}

- Buyer sensitivity to price: {{buyer_price_sensitivity}}

- Availability of substitutes: {{availability_of_substitutes}}

- Overall power level (High/Medium/Low): {{buyer_power_level}}

2.3. Bargaining Power of Suppliers:

- Number of suppliers and uniqueness of input: {{number_of_suppliers}}

- Cost of switching suppliers: {{cost_of_switching_suppliers}}

- Importance of the industry to supplier group: {{industry_importance_to_suppliers}}

- Overall power level (High/Medium/Low): {{supplier_power_level}}

2.4. Threat of Substitute Products or Services:

- Price-performance tradeoff of substitutes: {{substitute_price_performance}}

- Buyer propensity to substitute: {{buyer_propensity_to_substitute}}

- Overall threat level (High/Medium/Low): {{threat_of_substitutes_level}}

2.5. Intensity of Rivalry Among Existing Competitors:

- Number and diversity of competitors: {{number_diversity_competitors}}

- Industry growth rate: {{industry_growth_rate}}

- Product differentiation and switching costs: {{product_differentiation_switching_costs}}

- Overall rivalry level (High/Medium/Low): {{rivalry_level}}

III. Key Competitors Analysis

3.1. Identify top {{number_of_competitors}} direct competitors:

- Competitor 1 Name: {{competitor_1_name}}

- Strengths: {{competitor_1_strengths}}

- Weaknesses: {{competitor_1_weaknesses}}

- Market Share (estimate): {{competitor_1_market_share}}

- Competitor 2 Name: {{competitor_2_name}}

- Strengths: {{competitor_2_strengths}}

- Weaknesses: {{competitor_2_weaknesses}}

- Market Share (estimate): {{competitor_2_market_share}}

- Competitor 3 Name: {{competitor_3_name}}

- Strengths: {{competitor_3_strengths}}

- Weaknesses: {{competitor_3_weaknesses}}

- Market Share (estimate): {{competitor_3_market_share}}

IV. Market Attractiveness and Profitability Factors

4.1. Industry Growth Potential: {{industry_growth_potential}}

4.2. Average Industry Profit Margins: {{average_profit_margins}}

4.3. Key Success Factors in the Industry: {{key_success_factors}}

4.4. Major Trends and Environmental Factors (e.g., technological, regulatory, economic): {{major_trends}}

V. SWOT Summary

5.1. Strengths (Internal): {{strengths}}

5.2. Weaknesses (Internal): {{weaknesses}}

5.3. Opportunities (External): {{opportunities}}

5.4. Threats (External): {{threats}}

VI. Strategic Implications and Recommendations

Based on the analysis, what are the key strategic implications for our company?

{{strategic_implications}}

Recommended actions to leverage opportunities and mitigate threats:

{{recommended_actions}}

Signature

_____________________________

{{name}}

{{title}}

Related templates