Opportunity, where is it?
Starting from the industry, competition and customer needs, distinguish the directions that are truly worthy of research and the hypotheses that have yet to be verified.
Form a well-founded opportunity judgmentS01 STRATEGY & BUSINESS PLANNING
Strategic diagnosis and business planning
See clearly the direction of growth,
Make key investments.
Turn fragmented judgments into strategic conclusions, business proposals and action priorities through research, diagnosis and planning, supporting decisions about operating upgrades and capitalization.
This stage gives priority to companies with listing needs, and the specific work will be determined based on actual conditions.
WISERUNIONADVISORY / S01
STRATEGIC BRIEF
The next step for the enterprise,
From judgment to action.
Strategic diagnosis and business planning/delivery structure diagram
01
Market and industry opportunities RESEARCH & OPPORTUNITIES
02
Enterprise status and key constraints DIAGNOSIS & PRIORITIES
03
Business plan and action path PLAN & NEXT STEPS
Research Diagnosis Planning
For management decisions to be aligned with the team 01 — 03
Results structure · The specific catalog and depth will be determined according to the scope of cooperation
RESEARCH. JUDGMENT. ACTION. Download Service Summary MD
01 / CLARITY BEFORE COMMITMENT
As options multiply,
The more clear judgment is needed.
Before entering a market, changing the business or considering capitalization, understand the relationship between opportunity, capability and investment.
What are the advantages?
Sort out the business, assets and resources, and understand what the enterprise can rely on and what constraints it is currently subject to.
Identify key advantages and issuesWhat's the next step?
Compare paths and prerequisites so that resource allocation, business arrangements and subsequent project establishment have a clear sequence.
Clarify priorities for actions and investments02 / YOUR BUSINESS CONTEXT
From the stage you are at,
Find the starting point of planning.
Different enterprise stages require different questions to be answered. Choose a scenario close to you to view communication and delivery priorities.
Business positioning · Growth path · Resource priority
has real business and is ready to find the direction for the next stage.
The technology, customers, or revenue are formed, but the growth path, resource commitments, and capital plans are not yet aligned. First, explain the business logic and key assumptions clearly.
Discuss my businessAnswer these questions first
- Who are the priority customers and where is the value?
- Which growth path can be supported by existing resources?
- Which assumptions should be verified first before expanding investment?
Highlights of achievements
Key points of market and competition research/Business planning and key assumptions/Phase actions and verification suggestions
Industrial Research · Enterprise Diagnosis · Business Portfolio
The business has reached scale, and the next step requires system judgment.
For industry upgrades, portfolios or resource integration, analyze trends, operating foundations and collaboration together to identify priorities.
Discuss my businessAnswer these questions first
- What changes have occurred in the industry opportunities and competition landscape?
- Where are the advantages and bottlenecks of business and assets?
- Which collaborations and resource allocations are worth advancing first?
Highlights of achievements
Industry and competitive landscape analysis / List of advantages, constraints and issues / Business planning and action priorities
Business diagnosis · Capital requirements · Path judgment
There is already a capital platform to align operations with capital objectives.
Combine the enterprise's business, assets, governance and capital objectives to diagnose the current problems that need to be solved, and then determine the sequence of operational improvement and capitalization work.
Discuss my businessAnswer these questions first
- Are operating objectives consistent with capital objectives?
- What operational, asset, or organizational constraints need to be addressed first?
- What conditions need to be met for the next stage of capital path?
Highlights of achievements
Strategy and capital demand diagnosis / Discussable paths and adaptation conditions / Data gaps and subsequent project recommendations
03 / WHAT WE WORK ON
From research to planning,
Let every work serve decision-making.
The four groups of work revolve around the same goal: understanding corporate conditions, forming business directions, and clarifying the path and prerequisites for the next stage.
RESEARCH
Industry and Competition Research
Focus on business goals, study the industry, competitors, customer needs and industrial relationships, and form a discussionable opportunity judgment.
Industry Trends/Competitive Landscape/Customer and Industry Analysis Supported Decisions
Where are the opportunities and what is the basis for entry or adjustment?
DIAGNOSIS
Enterprise and Capital Demand Diagnosis
Sort out existing business, resources, assets and development goals, distinguish facts, assumptions and information to be supplemented, and identify key constraints.
Current situation of the enterprise/Resources and bottlenecks/Capitalization needs Supported Decisions
What problems will affect the next step and what should be solved first?
BUSINESS PLANNING
Business case and planning
Organize value proposition, target customers, business portfolio, market entry and collaboration methods to form a complete plan for business direction.
Business positioning/Business arrangements/Market and cooperation paths Supported Decisions
After choosing a direction, how should the business be organized?
PATHWAY
Path judgment and action suggestions
Compare alternative paths and prerequisites, clarify key assumptions, data gaps and action priorities, and provide a basis for subsequent projects.
Path comparison / adaptation conditions / stage actions Supported Decisions
Where to invest next and what conditions need to be met first?
The detailed economic model, governance system design, transaction execution and technical implementation can be determined separately based on the S01 conclusion.
04 / TANGIBLE OUTCOMES
Write the judgment into results,
Put the plan into action.
Focus on research reports, diagnostic conclusions and business plans, and clarify the deliverables that can be used for management discussion, team alignment and subsequent project establishment.
01
Strategic Research Report
Market and competition landscape, industry opportunities, research basis and key judgments.
Used for management to discuss business direction02
Diagnostic conclusion and problem list
Current status of the enterprise, advantages and constraints, capital requirements and information to be supplemented.
for aligning issues and work priorities03
Business planning plan
Value proposition, target customers, business portfolio and route to market.
Used for business planning and team collaboration04
Action lines and project recommendations
Optional paths, prerequisites, stage actions and follow-up work scope.
is used to decide whether to start the next phaseThe delivery catalog, depth, format and review method will be agreed after the enterprise issues are clarified.
Download Service and Delivery Summary05 / HOW WE COLLABORATE
Regarding your question,
Complete key judgments together.
Advisory research and enterprise facts check one another. Define scope, required materials and intended use of results from the start.
- 01
Target and scope alignment
Clarify the business stage, key issues, decision-making purposes and data scope.
Question Definition / Work Scope - 02
Research and management interviews
Establish a basis for judgment based on industry research, corporate information and interviews with key personnel.
Research points/current situation draft - 03
Diagnosis and plan comparison
Sort out problems and constraints, and compare business directions, path conditions and action priorities.
Diagnostic conclusion/Business plan - 04
Align review and action
Discuss judgments with the enterprise, verify key assumptions, and confirm the starting point for the next phase of work.
Results review/action recommendations
A CLEAR WORKING SCOPE
The division of labor, plans and quotations,
in the same service agreement.
Discuss delivery plan and service fees based on scope of problem, depth of research, completeness of data, interview and review workload.
Discuss service scope and quotation- Advisory Team
- Responsible for industry research, enterprise diagnosis, business planning and results communication within the agreed scope.
- Corporate management
- Provide necessary information and business background, participate in interviews, and confirm goals and decision-making conditions.
- Specialized professional institutions
- When it comes to legal, auditing, securities and other professional opinions or execution, the organization, responsibilities and fees shall be clearly defined separately.
FROM STRATEGY TO THE NEXT PROJECT
Next stage,
Determined by the diagnosis conclusion.
You can first improve operations and business, or you can further deepen models and governance. When it is necessary to enter capitalization, then evaluate the adaptation plan and implementation conditions.
06 / BEFORE WE BEGIN
Before starting,
Make cooperation clear.
Regarding the scope of services, delivery, information and fees,
You may want to know these first.
Can I use S01 without a listing or STO plan?
Yes. The starting point of S01 is the business and development issues of the enterprise, which can be used for business positioning, growth direction, industry research and resource allocation judgment. Capitalization needs are a dimension that can be analyzed; whether to enter listing or STO work needs to be decided separately based on the diagnostic conclusion.
What are the final deliverables?
Determine delivery around strategic research reports, diagnostic conclusions, business plans and action recommendations. The catalog, depth, research scope and review method of each achievement are written into the service agreement after the enterprise problem is clarified; the report on the page is only used to display the structure of the results.
Does S01 include economic modeling, governance or go-to-market implementation?
S01 Form strategic judgments, business plans and path suggestions. Detailed business and economic model design, stakeholder governance, listing and mergers and acquisitions, STO issuance and implementation are other service matters, and the scope, team and fee can be determined separately based on the diagnostic conclusion.
How to determine the cost and work cycle?
Determine the plan and quotation based on the scope of the problem, depth of industry research, completeness of company information, interview workload and review arrangements. In the initial communication, the company's stage, goals and current problems will be explained first. After the scope of work is clarified, delivery, progress and costs will be agreed upon.
What materials should be provided for the initial communication?
First provide an introduction to the company or project, its stage, target market, and key issues you hope to solve. Conduct in-depth research on the required operating or financial information, usage methods and confidentiality arrangements, and confirm after clarifying the cooperation process.
Who is responsible for research, diagnosis and follow-up professional work?
Advisers undertake agreed research, diagnosis, planning and communication. The enterprise supplies materials, arranges key interviews and confirms decision conditions. Define institutions and responsibilities for legal, audit, securities or other specialist work separately.
Priority consultation direction at this stage
Corporate strategy and business model planning
Priority will be given to enterprises with listing needs. The specific content and scope will be determined based on the customer's situation.
Wei Tengfei is responsible for early communication and program planning.
Corporate strategy and business model planning
Main delivery: Corporate strategy and business model planning plan 。
- Scope and Quotation
- First evaluate the customer's situation and scope of work, and then quote on a project-by-project basis; the specific amount and payment node will be agreed upon in the project.
- Results acceptance
- The person in charge shall be designated by the customer and shall conduct written acceptance according to the work scope and results list confirmed in advance by both parties; the feedback period and modification arrangements shall be agreed upon in the specific project.
- Follow-up support
- For implementation coordination, institutional docking and continuous consulting services after the delivery of the plan, the service scope, cycle, responsibilities and fees will be separately agreed upon according to customer needs.
The signing and payment entities of the new project will be added when the conditions for disclosure are met, and will be confirmed in the specific cooperation.
LET’S DEFINE YOUR NEXT STEP
With your questions,
Let’s start the next discussion.
Tell us the stage of the company, the key issues it hopes to solve and the goals for the next stage. Let’s clarify the starting point for diagnosis and planning together.
Service cooperation email info@weitengfei.com
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S01 / Strategic diagnosis and business planning
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Service scope description
S01 Provide research, diagnosis, planning and path suggestions. The specific scope and delivery are subject to the service agreement. Responsibilities and fees are determined respectively for subsequent model and governance design, listing and STO implementation, legal audit opinions, and technical work.
Continue reading · Services
Delivery and supporting of strategic diagnosis and business planning
Strategic diagnosis and business planning involves personnel sorting out the current situation of the enterprise, industry competition and development issues, and forming strategic judgments and action suggestions. Ideal for clarifying objectives before making decisions about purchasing systems or undertaking capital work.
Reading & Selection Guidance You can first prepare the enterprise stage, main business, current problems and next stage goals, and then determine the scope of diagnosis.