Introduction to Consulting

Method of company diagnosis

What to do to diagnose a company

It is to investigate the current situation from various aspects of a company, to find problems to be solved, to propose current improvement proposals leading to solution of issues and proposals for new management ideas.

1. Survey on current situation of management
2. Extract management issues
3. Proposing remedies and suggesting new management ideas

Point of diagnosis

Current situation The subjects to be investigated and the points of survey are as follows.

1. Management policy and management strategy: Are they clarified? Are they shared throughout the company? Do you analyze the situation inside and outside the company objectively and are reasonable settings? Do you think about responding to situation changes?
2. Management organization: Is it a system that allows top-down and bottom-up communication to be done sufficiently? Is it possible to utilize human resources and reasonable and efficient system? Is it a system to motivate labor?
3. Finance: Are you able to grasp accurate current situation? Is profitability, safety and efficiency sufficient? Is the funding plan reasonable?
4. Marketing: Is current marketing activities / strategies such as product composition, price, promotion activities appropriate?

Diagnosis procedure

Diagnosis procedures (processes) are summarized as follows.

1. Understand the diagnostic needs of the client
2. Create Diagnostic Flowchart with Diagnostic Procedure
3. Create a hypothesis by rough sketch (management tasks and solutions, new suggestions)
4. Study planning (what to investigate in investigation of internal resources and external environment, what kind of data is acquired)
5. Internal resource survey (human, goods, money, information, goods)
1. Interview, finding financial data, field survey
2. Explanation of hypothesis - Presentation and analysis of company data (standard comparison, previous term comparison, comparison with other companies) - Impact assessment on diagnostic enterprises
1. Current status of management policy and management strategy
2. Current status of management organization
3. Current financial situation
4. Current status of marketing (products / services, sales promotion, distribution)
6. External environmental survey (questionnaire, commercial area, regional statistical data, nationwide statistical data)
1. Collect statistical data, survey on the net, customer questionnaire, customer observation / traffic volume survey
2. Explanation of hypothesis - Data presentation / analysis (grasp of trend) - Evaluation of impact on diagnostic enterprises
1. Current status and trends of customers and potential customers for existing products / services
2. Current status and trends of competitor products and services for existing products / services
3. Possibility of new market / new product due to social environment change
7. SWOT analysis: Creating a table of strengths, weaknesses, opportunities and threats, extracting management issues by analyzing tables
8. Two-dimensional analysis: Visualization and analysis by PPM, Akarov table, positioning, two-dimensional mapping and management task extraction
9. Management tasks and their solutions, planning new proposals
1. Plan solution candidates, collect evidence materials, select solution solution
2. Planning for new proposals, gathering evidence materials, selecting new proposals
3. Business plan (sales, profit, investment, business domain, organizational structure), financial plan (financing and repayment, capital composition, improvement of financial indicators), sales plan (product composition, sales by product, new Proposal of sales promotion activity annual calendar
4. Investigation of public policy that can be used for solution of management issues, new proposals, future plans
10. Borrowing the report
11. Report preparation
12. Implementation of the meeting
13. after-follow

Preparation before diagnosis

Corporate diagnosis is from information gathering. In order to diagnose, it is important to grasp the current situation of companies. We will collect and analyze as much information as possible. Interviews are the basis of information gathering.

Interview

First of all, the interview will be done to the executive manager including the president. It is important not only the senior executives but also the voices of the employees of each division. If you listen to the voices of the scene a lot The challenge comes into view. From each person, not only the explanation of the current work but also the problems felt by the person himself / herself, the idea of ​​improvement are drawn out. If you can interview each level in the company, you can grasp the difference in perspective between the senior executives and field employees regarding the company and operations. These are materials for organizational diagnosis, management policy, etc. Employees know the most about the actual work. We need an interview that draws ideas from employees. Let's summarize what we interviewed in unified form.

Collection of internal documents

We collect the following materials as basic materials for company diagnosis.

1. Balance Sheet for the past five years
2. Income statement for past 5 years
3. Organization Chart
4. Brochure, Web page

Collection of external documents

In order to grasp the environment surrounding enterprises, we collect materials on socioeconomic situation.

1. Government publications / statistical materials
2. Internet-based information
3. Industry trends data
4. Newspaper

In-house observation

The interview was gathering information from the viewpoint of employees, but the eyes of the outside, that is, the eyes of the diagnostician are also important. Walk as far as possible inside the company, if possible, shoot and record if possible. If it is a business office, record the placement and production process of machinery and objects. If it is a store, we will arrange products, move customers and employees, check flow lines and so on. The check points of in-house observation are as follows.

1. Status of ordering
2. Instructional version, guide map
3. Employee awareness activity

Outside observation

Let's check the appearance of the company if it is a business office. If it is a store, let's check the shop carefully as customers feel. In the case of a store, let's walk a little broad range, check the environment, other shop situation and competitors. The check points of outside observation are as follows.

1. Whether it is easy to enter (no psychological resistance) shops
2. Visibility from the road
3. Appeal to potential customers

Collecting data by case

Depending on the diagnosis destination, the following investigation is also required.

1. Pedestrian questionnaire survey
2. Observation of sales floor
3. POS data analysis
4. Customer survey
5. Traffic volume survey
6. Investigation of surrounding environment of stores

Analysis of information

A variety of analysis tools are useful to analyze the situation of the company. I will introduce representative ones.

Business analysis

SWOT analysis

It is a tool to analyze the situation surrounding the company (external environment and internal resources). We also extract our company's strengths and weaknesses from internal resource analysis of the company. From the analysis of the external environment, we extract opportunities and threats surrounding the company. The advantage of this table is that it can be expressed simultaneously by combining external environment and internal resource analysis. The table is as follows.

Notes on SWOT analysis

We will need to overcome strengths and weaknesses. Never miss opportunities, threats need to be addressed. Both are management issues, but it is not easy to solve problems at the same time as well. In addition, each item is not independent, it is common that there is mutual relation. It is important to prioritize tasks. If the problem is clearly visible, the diagnosis and improvement targets are clear and easy to approach. Points to keep in mind are as follows.

1. We extract overall issues rather than individual tasks as management issues.
2. Make it an issue that can be solved by effort, inventive ingenuity.
3. Since the tasks are interrelated, we find out the main problem.
4. Describe the strengths and weaknesses for future changes in the external environment, not the strengths and weaknesses of internal management resources for the past.

PPM

If you are doing a lot of business, PPM is effective for analyzing relationships between projects and global policy for each business. PPM maps each business by placing market share on the horizontal axis and market growth rate on the vertical axis. It has advantages in viewing the business in two combinations rather than looking at the market share and market growth rate respectively. Depending on the positional relationship of the project, we will identify the business to be strengthened and the business to be reduced.

Five Power

There are "five strengths" as a method of visually summarizing the company's business competitiveness. Five powers indicate whether the company is interacting with stakeholders outside the company. By graphicizing the five powers, we find the part that is a competitive bottleneck in the market environment. How much we can procure the five powers in negotiations with the buyer How much buyer can negotiate, the seller's bargaining power to ask customers how much to buy to the customer or seller, the competitors in the same industry in the market competition, It is the impact from potential new entrants and substitutes that will compete when entering. Every one poses a threat to our company, checking our ability to respond to our threats and competitiveness.

Value chain

What can a company offer to customers? It is considered that customers pay for added value of goods and services. If a company creates added value and provides it to customers, it is important to grasp and analyze where and where it was created.

Marketing analysis

Product positioning

Although PPM sees positional relationships through business positioning, it is product positioning that carries out positioning and positioning marketing based on two scales and perspectives. The feature is to be able to read the position of each product at the same time with two scales and views. If you look at only one scale, oversight will occur. One point of view is that there is no overlap between the items. To differentiate targeted customer groups, images, and uses among products to think about product lineups, we can respond to more consumer needs. In positioning, we will keep track of the distance between items. The other is to clarify the nature of the product and make use of it in formulating pricing and sales promotion plans.

From grasping the position of the lineup of each product, we aim to improve the overall sales and profit by balancing the whole. Analysis of products requires not only positioning between products but also analysis focusing on the sales volume of the products.

ABC analysis

ABC analysis is a management method based on maxims that divide a lot of goods into classes, define management and sales policies for each class, and divide and rule. Classification is generally decided by sales. I will divide it from A rank, B rank, and C rank in order of selling goods. 20% of the total products may occupy 80% of the total sales. The phenomenon that 20% occupy 80% is called Pareto's law, it is a phenomenon that is easy to occur. The point of analysis is the ratio of classified products. If it is not balanced, it will be necessary to review the product composition. In addition, classification based on other measures such as profit and cost may be different even if you classify by sales alone. It is a cautionary exhibition that not only one index but several indicators determine the class grasping and management policy.

Four P

The four P are the initials of product (Product), price (Price), promotion (Promotion), logistics (Place). Consideration points in marketing are summarized in these four. By examining these four items and planning each strategy, sales ability will be improved.

Market strategy

It is necessary to organize the relationship between the product and the target market to which the product is to be introduced. There are two main product strategies. Even if it is a new field advancement, it is whether it is a product in a new field or a new customer is developed. There are 4 combinations, and if you examine each, you can plan an effective strategy. Existing customers can boost their appeal by introducing new products, if you target existing customers to new customers, or if you explore new customers, you can strengthen sales.

Financial / accounting analysis

Break-even point analysis

Break-even point analysis is an important analysis tool for grasping whether investment and cost can be recovered and for planning a profit to see the feasibility of the project. This makes it possible to set sales targets necessary for collecting investment and costs and set sales targets to obtain certain profits. As shown in the figure, cost is divided into fixed cost and variable cost and a cost curve is drawn. Fill in the sales curve and the intersection is the breakeven point. That is the immediate sales target. Furthermore, we draw a line that gains a certain profit, and the intersection becomes a profit target. Other benefits are that it can be used for cost management as well as being able to grasp what causes the fixed costs, variable expenses, prices, sales, causing fixed costs, variable expenses, and price changes to affect profits and sales targets It is understanding.

Financial statement analysis

Analyze financial statements. Financial statements are a table of company's results, analyzing this can be a valuation of the performance of the entire company, extraction of improvement points, future management strategies and so on. Finance is a number representing the company as a whole, so it can be interpreted objectively as it is expressed in whole analysis, numbers. There are three aspects of financial analysis: profitability, efficiency, and safety.

Profitability

Profitability will see if profit is coming up. Even if sales are secured, profits will not come out if the cost is high accordingly. We will evaluate profitability by the profit margin of sales. Evaluation of expenses is also important at this time. The expenses are classified into fixed costs and variable expenses, which is to be grasped for each business. Sales and profits are necessary for each business. We will find and improve businesses that are not profitable, costly businesses.

Efficiency

The next point of view is efficiency. The efficiency is that there is no waste in the business, and if you find inefficient parts, you can reduce the cost by turning over the management resources that are extra input.

Safety

Safety is a point of view on whether the cash flow to secure the survival of the project can continue. Safety is the ability to pay borrowings. Current ratio = current assets / current liabilities, equity ratio = own funds / total assets, fixed long term conformity rate = fixed assets / fixed liabilities. It is natural that it is better to have a larger value, but the point of note is whether it is too large. Investment in business is sometimes suppressed in order to give priority to cash holding to business in order to ensure safety.

Business value

The end is an evaluation of business value. The company's assets are worth the real worth. It is the company's management resources and how much possibility to bring value (profit) in the future. Business value represents the future of the company.

How to analyze

Analysis tends to end up with figures. The calculated figures are compared with the past first. We look at the movement of numbers in time series. I can predict in the future. Then compare with competitors of similar scale. You can see the relative position. Finally compare with industry indicators. Small and medium-sized enterprises have management indicators for small and medium enterprises, so if you compare it, you can compare with industry standards.

Organizational analysis

Whether the organization is clear, functioning, or efficient in the purpose of carrying out the project is checked from the following point of view. The point is whether the organization shares business goals or leadership at the top is penetrating. We have a common goal and see if each person fulfills the role of each person towards its achievement. The next point is the productivity and efficiency of the organization. We will introduce a lot of management resources to the project, but we will see if human resources are conducting as planned and whether the person's organization / arrangement is appropriate. We aim to reduce the productivity and cost of the business depending on the system. The last is accumulation, improvement and motivation of human capital. The organization consists of individual individuals. Analysis of the organization is also important to focus on individuals. Organization problems can be solved by education and training. Introduction and motivation of the education and training program do not lead to direct management improvement, but in the long term it leads to great productivity improvement.

Business plan / process chart analysis

In addition to checking whether the current plan is progressing, it is also possible to evaluate whether the future direction is appropriate. If you already have a plan, you can see the management task by creating the evaluation, if not creating a plan.

Business Risk Analysis

Business activities have uncertainty. Such as unexpected natural disasters, scandals, crises, etc. from things involving usual business activities such as economic environment, raw material price trend, uncertainty of sales, uncertainty of new products etc. If you are ready for second best, you can respond quickly to these uncertainties. You can prevent damage, reduce the extent of damage, and switch to alternative means immediately. Uncertainty is expressed by frequency, degree of damage in case of occurrence. We will devise measures to prevent the event and countermeasures to be taken if it occurs.

Business model

Let's compile the whole company from a different perspective once we can analyze each individually. One way to summarize is how to capture the business model. The business model is what the company is doing. It is not a superficial view of the sale of ○ ○, but what is the appeal power to the target potential customers, what added value is offered? And, to clarify the mechanism that surely profits in the competition with others.

Extract management issues and suggest improvement measures

Viewpoint of analysis

After conducting various survey analyzes, let's summarize from the viewpoint of the environment surrounding the company. We analyze the situation (company environment) where the company is situated (external environment) and the internal situation (internal resource) of the company, leading to the task extraction and suggesting solutions.

1. Visualization of management
2. Analysis and problem extraction
3. Plan for problem resolution
4. Run
5. Evaluate results
6. I do not know the actual condition of the company.
7. I want to raise sales.
8. I want to make a profit.
9. I want to make the company bigger.
10. Business area
11. Future directions
12. Efficiency of management
13. Reduction of fixed costs
14. Reduction of variable costs

Viewpoint of improvement measures

Once we have extracted management issues, we propose remedial measures for each task. The remedy is not a desire, but clearly describe 5W1H, how long, when, how, what to do and how to do.

Proposal for management issues and improvement measures

We summarize it in a table through various surveys and document analysis. We will make sure that the diagnostic object and remedial measures correspond clearly. At the beginning, the task is to set up a big task and break it down into partial tasks. By doing so, it is possible to set more specific and clarified tasks for vague tasks.

Utilization of public support measures

In many cases, it is not enough for companies to solve management issues by themselves. Especially for small and medium enterprises with poor management resources such as people, goods, money, information. For this reason, various public support measures are prepared for SMEs. Countries and local governments support SMEs with various policies. The main ones are subsidies, low interest loans, guarantees, tax deductions, expert advice. In many cases, opportunity loss has been made without knowing the policy. Proposing and using policies suitable for corporate management improvement will be a great force.

Framework of public support measures

Although there are various kinds of public support measures, the basic framework of policy has commonality. It is the following and most policies are implemented in this framework.

• Of small and medium enterprises (or collaborators of small and medium enterprises),
• For projects that focus on support from a policy standpoint,
• Support organizations
• Implement support measures.

Condition of support destination

The target enterprises supported by SME policy are SMEs as defined below. Among small and medium-sized enterprises, especially small enterprises are small enterprises, and there are furthermore strong support measures.

Definition of SME

1. Manufacturing industry: Capital less than 300 million yen or employee number 300 or less
2. Retail trade: Capital less than 50 million or fewer than 50 employees
3. Service industry: capital 50 million yen or less or number of employees 100 people or less

Definition of small businesses among SMEs

1. Manufacturing industry: fewer than 20 employees
2. Commercial / service industry: 5 or fewer employees

Collaboration body of small and medium enterprises

1. Business cooperatives, shopping malls promotion association composed of multiple small businesses
2. Collaborative research and technology research association composed of small business and university etc.

Projects that focus on support from a policy standpoint

Among the projects related to small and medium enterprises, the following three fall under the project that focuses on support from a policy point of view.

1. Risk management, re-challenge, disaster
2. Investment in health, environment, energy saving, investment in IT, disaster prevention equipment investment, capital investment
3. Regional industrial resources, agricultural commerce and industry collaboration, traditional crafts, maintenance of manufacturing base, maintenance of regional location of the company, logistics, activation of regional shopping street, activation of central urban area

Supporting Agency Executing Agency

As a support organization, in the nation-wide institutions, the Small and Medium Enterprise Agency, SME Infrastructure Development Organization, National Federation of Small Business Organizations Federation, Japan Policy Finance Corporation, Commerce and Industry Association Central Bank, Small and Medium Enterprise Investment Development Co., Ltd., Japan External Trade Organization etc is. Local agencies include local governments, regional small and medium enterprise support centers, regional credit guarantee associations, regional commerce and industry commerce and commerce chapters, and regional financial institutions.

Summary of support measures

Supporting measures are various such as low interest loans, grants, tax deductions, credit guarantee, equity investment, dispatch of experts / management counseling, information infrastructure, loan of facilities / facilities, research consignment, employment support, support for small companies. The features of the support measures are listed as follows.

Grant program

A system to subsidize a certain percentage of the project cost for projects that give priority support from a policy standpoint.

Financing System

A system that receives loans for equipment funds and working capital at low interest rates from the Japan Policy Finance Corporation and the Chugoku Chukin Bank. Credit guarantee by unsecured / unguaranteed person, credit guarantee association is possible depending on conditions.

Credit guarantee system

A system that can receive credit guarantee by the prefectural credit guarantee association when receiving loans from financial institutions. Reduction measures of credit guarantee fee.

Tax deduction

A system that deducts a certain percentage of activity expenses from corporate tax etc. when certain conditions are fulfilled for activities that prioritize support from a policy point of view (R & D, capital investment, etc.). Application of reduced tax rate. Carryforward deduction of losses.

Investment system

Small enterprises investment training company is a system to contribute funds to SMEs and SME collaborators.

Dispatch experts / business consultation

Community Chamber of Commerce and Industry · Chamber of Commerce and Industry, regional SME support center, advice of management experts, consultation on problems of SMEs.

Provision of information infrastructure

Supporting exhibitions at exhibitions, holding events and seminars, registering information on websites established by support organizations and publishing contents.

Borrowing facilities and facilities, commissioning research

Business incubator facility, use of public laboratory. Subsidy for R & D based on approved R & D plan.

Employment support

Subsidy for education and training, new employment, employment of workers, recruitment of depopulated regional employers, employment of elderly people and employment for persons with disabilities. Tax deduction for companies that increase employment.

Small Business Support

Small-scale corporate mutual aid system, Small-scale enterprise facility fund loan system (No interest), Small enterprise equipment lease (lease) system.

Policy Use Scheme

Procedures to use policies have commonality and are generally as follows.

1. Advice consultation on windows, advice on application form (business plan etc.)
2. Submit application form (business plan, capital investment plan, research and development plan, management innovation plan, activation plan etc)
3. Approval of application
4. Implement projects based on the plan and implement support measures
5. Follow-up of project by experts

Create a business plan

A clear business plan is necessary to use public support measures and receive financial support from financial institutions. It is because the validity of the business plan is judged and support can not be received unless it passes. Implementing improvement proposals into the business plan will improve effectiveness.

Structure example of business plan

1. Motivation / purpose of foundation
2. Biography of the founder, business experience, qualifications, status of assets and liabilities
3. Products, products, services handled in the project, and their selling points
4. Expected suppliers / subcontractors / sales destinations, expected recovery of accounts receivable / accounts payable
5. Required equipment funds and working capital amount and contents
6. Sources of funds: self-financing, borrowing from families / relatives, borrowing from government-affiliated financial institutions, borrowing private financial institutions
7. Business plan (after a certain period at the time of establishment): sales, expenses (variable expenses, fixed costs), profits, and their integration basis
Examples of entry format

	Foundation	Two years later	After 4 years
Sales
Breakdown: sales A
Breakdown: sales B
Variable cost
Breakdown: purchase / raw material cost
Breakdown: subcontracting cost
Fixed cost
Breakdown: Personnel expenses
Breakdown: operating expenses
Capital investment
Self funds balance
Number of employees

Structure example of research plan

1. Research theme
2. Achievement goals
3. Sub-theme and time of implementation for each fiscal year
4. Funding source for each fiscal year: self-financed, borrowings from government-affiliated financial institutions, borrowings from private financial institutions, stocks, subsidies and commissioned expenses
5. Research collaborator
Examples of entry format

	First year	Second year	Year 3
Research development theme
Sub theme A
Sub theme B
Personnel cost
Research equipment purchase
Research collaborator

Configuration example of management reform plan

1. Theme and contents of management innovation
2. Differences from existing business
3. Implementation system
4. Current status and target value of management indicators (added value, added value per person, ordinary income amount)
5. Management plan (2 years ago - 5 years later)
• Items listed: sales, cost of sales, selling and general administrative expenses, ordinary income, personnel expenses, depreciation expenses, added value, capital expenditure, working capital, own funds, borrowing from government financial institutions , Borrowing of private financial institutions
• Value added = operating profit + personnel expenses + depreciation expenses

Configuration example of management improvement plan document

1. Business overview
2. Causes of performance deterioration
3. Management Improvement Policy and Improvement Goal
4. Management improvement list
• Target: production, sales, purchase, management, liquid assets, fixed assets, current liabilities, fixed liabilities
• Item: factor of deteriorating performance, remedial measures and effects, goal, implementation timing, implementation system
5. Plan for income statement (now ~ 3 years later): Improvement policy for each item
6. Balance sheet plan (now ~ 3 years later): Improvement policy for each item
7. Prospects for financing (now ~ 3 years later): own funds, subsidies, borrowings (procurement financial institution name and borrowing balance)

Configuration example of management improvement plan

1. Management philosophy, management policy
2. Income statement and balance sheet (past 3 years)
3. Past analysis, future forecast on sales, expenses, profits, finance
4. SWOT analysis
5. Medium-Term Business Goal: Sales, Ordinary Profit, Financial Indicator
6. Next year management objective: sales, ordinary income, financial indicator
7. Basic policy for achieving goals
8. Improvement plan (current situation ~ 3 years later): Target for each item, improvement measure, summary basis
• Sales
• Variable cost: purchase price, raw material cost, outsourcing cost etc
• Marginal profit (gross margin)
• Employees
• Fixed cost: Manufacturing labor cost, sales personnel expenses, depreciation, rent, utilities etc
• Operating profit
• Ordinary profit
• Depreciation expenses
• Sales CF
• Value added
• Capital investment (investment CF)
• Equity capital
• Borrowings outstanding
• Finance CF (decrease in borrowings)
• current assets, fixed assets
• Current liabilities, fixed liabilities
• Debt redemption years: long and short borrowings / ordinary income
• Total assets
9. Improvement plan: Think from four perspectives (sales increase, cost reduction, management strengthening, financial strengthening).
10. Sales increase plan (current situation, next 3 years)
11. Partner plan separately
12. Measures to reduce expenses (variable costs, fixed costs) (currently, 3 years from now)
13. Expenses (variable expenses, fixed costs) Item-specific expense plan
14. Management enhancement plan (current situation, next 3 years)
15. Improvement target level, improvement schedule, implementation structure of organization, business partner relationship, information management
16. Financial strengthening measures (currently, the next 3 years)
17. Plan for improving financial indicators (eg, inventory turnover rate, idle fixed assets, etc.)
Examples of entry format <

	Now	Two years later	After 4 years
Sales
Breakdown: sales A
Breakdown: Sales B
Variable cost
Breakdown: purchase / raw material cost
Breakdown: Subcontracting cost
Fixed cost
Breakdown: Personnel expenses
Breakdown: operating expenses
Depreciation cost
Added value
Sales CF
Capital investment (investment CF)
Self funds and subsidy balance
Financial CF
Current asset
Fixed asset
Current liability
Fixed liability
Number of employees

Preparation of diagnosis report

We will summarize the information gathered, the extracted management issues, suggestions for improvement measures, introduction of optimal public support measures, business plan, etc. as a diagnosis report and submit it to management.

Points to prepare for report

I will investigate books and write a report.

It is better to obtain materials not only from materials that are acquired from the company to be diagnosed, but also from government official reports and statistical materials, books on business administration, newspapers, etc. Not only the practical aspects of the report but also the description of the theoretical aspect that I took a step back is useful.

A concrete calculation example is shown.

If you calculate and show the results by assuming concrete numbers without increasing the abstract content, it will increase your persuasive power.

In some cases, it is subject to textbook analysis of business administration.

If you show analysis using management theory, persuasiveness will increase.

Structure of report

Various surveys, analyzes, improvement suggestions will be submitted to the summary company as a diagnostic report. Here is an example of the skeleton of the report.

1. Cover
2. Table of Contents
3. Summary and conclusion of the report
4. Introduction part (Introduction, Diagnosis Flowchart, Structure of Report)
5. Diagnosis results
1. Internal resource survey (human, mono, gold, information, goods): hypothesis explanation - company data presentation and analysis (standard comparison, previous term comparison, comparison with other companies) - impact assessment on diagnostic enterprises
1. Current status of management policy and management strategy
2. Current status of management organization
3. Current financial situation
4. Current status of marketing (products / services, sales promotion, distribution)
2. External Environment Survey (Questionnaire, Commerce Area, Regional Statistical Data, National Statistical Data): Hypothesis Explanation - Data Presentation / Analysis (Understanding Trends) - Evaluation of Impact on Diagnostic Companies
1. Current status and trends of customers and potential customers for existing products / services
2. Current status and trends of competitor products and services for existing products / services
3. Potential for new markets and new products due to changes in social environment
3. SWOT analysis: Extract management issues by creating tables of strengths, weaknesses, opportunities, threats, analyzing tables
4. Two-dimensional analysis: visualization and analysis by PPM, akarov table, positioning, two-dimensional mapping and management task extraction
5. Solutions to management issues, proposals for new proposals
1. Presentation of the solution and its evidence material
2. Presentation of new proposals and evidence materials
3. Sales plans (product composition, sales by product, sales volume, sales volume, sales volume, etc.), business plan (sales, profit, investment, business domain, organizational structure) Proposal of new product, promotion activity), proposal of promotional activity annual calendar
4. Introduction of public policy that can be used for solution of management issues, new proposals, future plans
6. Summary
7. Conclusion
8. Attached document
1. Company basic survey form (company profile, performance data, financial statements, financial analysis tables)
2. Survey data (customer questionnaire, traffic volume survey result)

Keep in mind when preparing the report

Here are the items to keep in mind when preparing the report.

1. The report must respond to the needs of the person receiving the report (management etc.).
2. The report should be concise, clear and easy to understand, even if it reads diagonally.
3. The report should present not only past results analysis but also future direction.
4. Management tasks should not be past issues, but current tasks and preventive measures to be taken in the near future. From the description of how it was in the past, we focus on the description of what to do in the future.
5. In order not to search for faults in management, we suggest proposals to find good points and further extend it, and make fulfillable proposals for the faults to solve.
6. Include in the report the summary table, conclusions, summary, etc., that you can see at a glance the content of the report.
7. Issues, solutions and new proposals will be discussed in detail focusing on what is really important, not listing many plans.
8. Utilize tables, graphs, photographs, and designs to make them visually easy to understand.
9. Suggest goods and services specifically.
10. In the proposal, always present an objective basis.
11. I am one of consumers, and persuasiveness increases when discussing from the viewpoint of consumers.
12. It is easy to understand by dividing customers into two types and comparing product evaluation and purchasing behavior of the two customer types.
13. The concept of goods and services is decided by three keywords. For example "thin" "light" "cheap".
14. We also decide tasks, solutions and new proposals with three keywords.
15. We propose a way to clarify what added value to offer to customers and increase it.
16. We introduce changes in policies of the national government and municipalities in the report and propose management strategies corresponding to the change.

Diagnostic point collection for each field

I tried to summarize the diagnostic points for each field.

Diagnostic method

1. Listen to the story of the consultant based on the consultation content check sheet.
2. Organize the stories you heard.
3. Classify items that are not subjects and issues.
4. Create an improvement plan.
5. Each area can be expert (tax, legal etc). He is responsible for the role of coordinator, planning manager.
6. Even finding a problem, it is not a good idea to solve the problem, but there is a problem to be solved just because of the cause that caused the problem.
7. In small and medium-sized enterprises, increasing sales and increasing sales will solve most other problems.
8. In the questionnaire survey, pay attention to the bias of the population and specimen group. It is easy to understand by dividing the customer base into two types and analyzing the result difference.
9. We propose concrete tie-up method (inter-company alliance, industry-government-academia collaboration, public institution use etc.).
10. We propose specific publicity advertising methods (Web expansion, exhibitions etc.).

Management in general

1. See the management plan for both short and medium to long term plans.
2. Understand the role of employees.
3. What you need for small business managers is to be able to cultivate sales channels through top sales and to accurately grasp the current state of companies based on accounting data.
4. Small and medium enterprises can specialize in niche markets. Make a hobby work. You can compete with product ideas. Seeking a way to overseas business.
5. Approach by capturing the change in the external environment (increase in incoming households, changes in government policy).

Financial diagnosis

1. Business plan, suggest sales target
2. Profit rises by 30% if sales increase by 3%.
3. Business valuation method (Discounted present value of sales CF generated by asset - liability)
4. Hone skills to solve actual problems such as debt repayment skills and new customer development skills.
5. In small and medium-sized enterprises, there are a lot of debts, the balance is often a taitong (tax payment is zero). However, management has a lot of personal assets.
6. Think about cost reduction from reduction of fixed costs.
7. Distinguish between the performance of the main business and the performance of the side job.
8. Because SMEs are tax-saving, they often make up the balance of the company. For this reason, we do unnecessary shopping. Personal assets of the owner manager and corporate assets tend to be unclear.
9. The amount of real assets under accounting asset value and mark-to-market valuation may differ greatly.

Shopping center diagnosis

1. Perform customer segment analysis by generation, gender, region, and compare graphs.
2. Analyze the flow of people. Geographical features are also considered in the trade area.
3. Do population dynamics analysis.
4. Plan an event.
5. The value of tokara work such as toll survey, questionnaire survey, store case survey etc. is worth.
6. Entrance is important in shopping districts. Decorate arcades, climbs, flags, street lamps, etc., to make you conscious that "city" starts here.
7. The sense of unity as a shopping street can be produced with the colorization of the road, the street light design, the flag.
8. Shopping center common shopping tickets, issuing point cards
9. Ensure pedestrian safety Secure parking bicycle car measures
10. Improve convenience to shoppers
11. Do not leave empty shops as they are, consider using shops and space before shops.
12. In the shopping district, the number of customers changes due to the maintenance of shared facilities (road, arcade, parking / traffic situation, lighting).

Specialty shop diagnosis

1. If the customer target is narrowed down, the absolute number of customers will be small, but if we can secure market share, small and medium enterprises can also compete sufficiently.
2. Target luxury goods for mania.
3. Clarify the concept of the shop. If differentiation is aimed at by the concept, nearest geographical stores will never compete.
4. Visibility, accessibility, consumption value and price perception are important in stores. I do not wait for consumers to come, attack from here.
5. Rather than new customer development, it is easier to raise the repeat rate of existing customers.

Manufacturing industry diagnosis

1. There is a tendency to make capital investment at the proposal of the machine tool manufacturer.
2. High reliance on large suppliers (large companies).
3. Establish triple check system
4. Communication with employees, such as morning meetings
5. If you observe workers, there are as many improvements as possible, such as work with machines, delivery of products, work management, etc. Even with small improvements, if you accumulate it, great improvement will be obtained.
6. Manufacturing industry is organized, flow of work in process, work procedure is the diagnostic point. Establishment of a check method that does not generate defective products. Aim for overseas orders.
7. Production technology can be obtained from the outside by introducing the latest machine equipment, rather than being held by small and medium enterprises. However, whether it can be fully utilized is another problem.

Super / mass merchant store diagnosis

1. Just change the way you display to increase sales
2. Utilize POP advertisements. Proposal of new handling products.
3. Think of a space such as a passage other than the display shelf. The aisle is smooth.
4. How to manage huge product types
5. Tell yourself about yourself as a consumer.
6. Visualize display management.
7. Value of tenants
8. Point analysis is a key point. We arrange shops by genre so that we can understand the concept.
9. Ensure visibility in the left, right, top and bottom of the display shelf.
10. Accent is added by inserting time service and wagon service.
11. If you consider design as a concept, you can set new attractiveness as a design floor as well.
12. We can increase the sales volume by changing the product layout and recommending the product posting. In retail, the number of products is enormous, so it is important to manage existing products and select new products. Product layout is optimized by occupied area, height of display.

Convenience diagnosis

1. How to find a selling product that is not in the store. (Limit of POS analysis)
2. Demand forecast of Nissan products is a game at convenience stores
3. Difference between store number and store manager
4. Height of product display

Diagnosis of restaurant

1. Take pictures of stores / products and analyze while conscious of competing stores
2. Examine the word of mouth information on the net.
3. Characterize customer target and store.
4. Establish management targets (sales targets) from breakeven point.
5. Observe customers carefully.
6. Use statistical data of commercial statistics.
7. Always keep the toilet clean.

home appliance store diagnosis

1. Think about both when you look inside the store from outside the store and when you see customers inside the store. Visibility in the room, ease of recognition of products, message communication to customers is a key point.
2. Large household appliances are basically catalog sales. It is important to secure and maintain contact points with customers. Regular contact with customers, improvement in customer satisfaction, and complaints countermeasures are important.
3. Care must be taken due to the difficulty of fixed customer formation due to the strength of low-price orientation and the weakness of relationship as customers' characteristics. Also note attention to online reviews (abuse).
4. Distribution of leaflets and discount campaign to the inmates to the area are effective for developing new customers. Appeal the subsidy system for environmentally friendly products.
5. The administrative side will not respond if you do not display intention and motivation to the administration from the business side.
6. We strive to exploit sales channels by utilizing all channels of regional shopping malls, commerce and industry associations, administrative agencies, various organizations, etc.
7. Company assets (real estate sales, rental income, etc.) can also contribute to profits. Note that the financial statements may be colored by tax reduction measures.