Competitor analysis baseline tool

We’re all about your competitive advantage.

The intention of this Competitor Analysis tool questionnaire is to establish the baseline of information that can be secured for your major competitor(s) and that has been adequately obtained by the business so far.

Track record Case studies
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Selected Value: 0
1 – no competition 1 – Significant
Selected Value: 0
1 – No growth 1 – Significant
Selected Value: 0
Financial Part 1
Not neededInformation is not availableNot readily available but would be usefulInformation is already adequately secured
Financial reports for the last 4 years
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Published annual reports
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Financial risk agency reports
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Professional Balance Sheet review
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Professional Profit & Loss review
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Statistical analysis of turnover, growth & profitability
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Historical & current funding analysis
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Review of long-term liabilities, financial charges, debentures & mortgages
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Financial Part 2
Not neededInformation is not availableNot readily available but would be usefulInformation is already adequately secured
Review of the financial management of the business
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Analysis of liquidity, gearing & financial stress points
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Indications of trading profitability
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Historical & current overhead review
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Review of shareholders & changes in shareholding
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Details of mergers, acquisitions or business associations
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Key employee remuneration
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Dividends paid & dividend policy
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Indicative company valuation
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Corporate Goverence
Not neededInformation is not availableNot readily available but would be usefulInformation is already adequately secured
Knowledge of adherence to statutory disciplines
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
List of Shareholders & Directors
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Knowledge of industry adherence to standards
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Membership of trade associations
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Members of the Board who are allied to other companies & government &/or trade bodies
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Evidence of corporate social responsibility
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Any actions taken or pending against the company
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Assessment of your competitors attitude to risk
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Management consultancy firms, advertising agencies, investment banks & other advisors
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Specific industry benchmark ratios
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Competitor Employee Information
Not neededInformation is not availableNot readily available but would be usefulInformation is already adequately secured
Informal interviews with past & current employees of the company
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Recruitment of past employees & information secured
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Analysis of past & current vacant and/or targets for recruitment by the company
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Attendance at sector/trade meetings where employees & the company are represented
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
A view of their organisation structure
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Knowledge of key positions & respective salaries
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Indications of staff turnover
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Employee stability, growth &/or shrinkage including redundancies
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Specific industry benchmark ratios
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Reputation & background of the top management
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Evidence of younger managers getting rewarded & what is the apparent emphasis on rewards
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Imminent retirements
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Employees you know in your competitors
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Knowledge of who used to work for your competitors
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Assessment of how your competitor allocates responsibility & power in terms of key decision making such as product changes.
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Market Information
Not neededInformation is not availableNot readily available but would be usefulInformation is already adequately secured
Knowledge of potential new entrants
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Past & current turnover analysis by product/service, sector or regionally
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Knowledge of competitive tendering & win-rates
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Listing of recent & past significant contract wins
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
In-depth strengths & weakness review of the company’s products/services
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Product/service price comparisons
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Product/service quality & delivery v competition
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Examination of web-site to elicit company information
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Review of all social media on directors, shareholders & key employees to determine information
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Competitors belief about its relative position – in cost, product quality, technological sophistication
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Your competitors economic or non economic values or beliefs
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Competitors history in the market place over time. Where has it succeeded, failed or been beaten and thus perhaps not likely to tread again.
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Assessment of what you competitor appear to believe about its relative position – in cost, product quality, technological sophistication
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Assessment of what is your competitor best at & what are worst at
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Your views on why are your competitors better than you
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Your views on what makes you better than your competitors
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Assessment of whether your competitor has strong historical or emotional identification with particular products
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Decision on the best battle ground for fighting it out with its competitors – market segment they are least comfortable about competing
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Competitor Intentions
Not neededInformation is not availableNot readily available but would be usefulInformation is already adequately secured
Review of published marketing information from the company
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Review of web-based data/information on the company
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Examination of annual reports to determine strategic pattern
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Contact regarding potential mergers or acquisitions as a target or acquirer.
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Key changes to the senior management team, directors or shareholders as indicator of significant strategic change
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Assessment of your competitors goals. How these goals measure up to your goals? What are the stated and unstated financial goals of the competitor?
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Assessment based on your knowledge of your competitors goals, assumptions and capabilities, a statement of your opinions on the probable next moves/changes
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Sector View
Not neededInformation is not availableNot readily available but would be usefulInformation is already adequately secured
Discussions with other sector/trade players regarding perceived strengths and weaknesses
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Review of trade responses to independent enquiries
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Competitor’s differentiating features versus the company e.g. quality, longevity, price, delivery, warranty etc
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Supply ability of the company v competition
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
In-depth strengths & weakness review of the company’s products/services
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Reputation monitoring of the company versus the other key competitors
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
List of clients who will come across your competitors.
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Assessment clients would take place in an information survey
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Knowledge of your understanding of your competitors assumption about its self ie – socially conscious, an industry leader, as a low cost producer, having the best sales force etc
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
Competitors belief about its relative position – in cost, product quality, technological sophistication
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
The factors that your competitor and your industry compete on and invest in (price, quality etc)
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
A considered view on what are the key issues facing your industry
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured
An assessment of how you think your competitors will react to a particular strategic move
Not needed
Information is not available
Not readily available but would be useful
Information is already adequately secured

Working with Octopus Intelligence and competitor analysis is easy

We can work to your way of doing things. But usually, you get in touch via email, social media or telephone. We find an agreeable time for an informal, no-obligation chat. Working with Octopus Intelligence is easy.

We ask pertinent questions and listen to you & your answers. No sales, just listening to understand where your pain is. We just get to understand your needs. Then we put your needs into words and propose a way to provide you with a solution. We develop a set of questions you need to answer to solve your problem with market and competitor analysis.

We then get on with it and undertake the project keeping you in the loop. Present our findings & recommendations and discuss the next steps.

We can work with you in any way you wish. Everyone has their own unique needs, & no size fits all. No project is ever the same.

Some clients come to us when they have just a specific need. Others retain us to ensure they are covered for all eventualities. At the same time, some ask us to monitor their competitors & market sector.

We are even able to introduce a Competitive Intelligence function into a company. On a gradual, ongoing basis & building things up.

Under the General Data Protection Regulation (GDPR) (EU) 2016/679, we have a legal duty to protect any information we collect from you. Information contained in this email, questionnaire and any attachments may be privileged or confidential and intended for the exclusive use of the original recipient. We do not share any personal data. If you do not want to share your email with us so we can communicate with you, then please do not enter your email address on any part of our website. For more information, please click here to view our Privacy Policy.

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