SC111898KR-Sydney
3
© 1998, PricewaterhouseCoopers L.L.P.
Analysis Plan Summary
The analysis plan details a problem-solving process and specific analysis which must be developed to assess a hypothesis.
The analysis plan must be flexible and that the analyses to be conducted and the deliverables to be produced may change
during the course of the project.
Analysis Plan
CLIENT EXAMPLE: HYPOTHESIS/ANALYTICAL PLAN
Hypothesis
Hypothesis
Analysis
Analysis
Info. Required
Info. Required
Info. Source
Info. Source
End Products
End Products
Overall Hypothesis
Organizational philosophy needs to be
modified
Supporting Hypothesis
Existing organization does not
adequately support the business
strategy
• Define business system,
operating environment
• Define CSFs, organizational
requirements along business
system
• Define how existing organization
supports business system, CSFs
• Key activities, processes by LOB
• CSFs along business system by
LOB
• Existing organizational elements
impacting business system
• Management interviews
• Secondary research
• HR documents
Business System Diagrams
Activity
CSF
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Even after adjusting for asset write-up,
financial performance has not met
corporate expectations or competitive
standards due to an inappropriate
organization (and cost) structure
• Financial performance vs.
competitors, budget/plans
• Overview of cost structure (e.g., fixed
vs. variable costs)
• ROA, NI adjusted for asset write-ups
• Historic and projected financial
data
• Asset write-up information
• Summary cost, volume info for
production units
• Annual reports, 10Ks, 10Qs, etc.
• Company financial reports
• Financial department interviews
Financial Metrics
The increasing complexity of business
and the evolving importance of, and
coordination required between
specialized expertise requires changes
in the decision-making process and
information flows
• Define actual vs. perceived vs. “real”
organization chart, decision-making
process/responsibilities; identify gaps
• Define expertise, info required to make
decision, organizational requirements
• Define evolving nature of organization and
information flows
• Key decisions
• Key individuals involved in
decision-making process
• Information flows
• Management interviews
• Organization charts
• Memos/documents on
management processes
• System flow charts
Data/Info Flows
Org Charts