Want to conduct a deep-dive business review? Make sure to use slides that explore the marketplace, consumers, competitors, channels, and your own brand. We include each area our Business Review template.
With our business review slides, you can create presentations that assess your brand’s performance. Simply insert your own data to see how they look!
In order to manage your business, you must make sure you have an excellent attention to detail. This means conducting a deep-dive business review at least once a year as an integral part of the way you take care of your brand.
Explore all aspects of the brand to find insights that will help set up your brand’s key challenges that are explored in your brand plan.
Each of the five sections you focus on should have about 3 – 5 slides. The conclusion statement at the top of each slide gets carried forward to a summary page for that section
You can then move onto drawing an overarching conclusion statement for your five points. Your five points work together to form a summary page. From there, you mention one of the big brand challenges that you’ve identified in this project.
The 5 elements of our business review template
- Start your business review off by looking at the overall category performance. You want to understand all the significant issues you’re facing. Dig into what factors are causing this category’s growth, including economic indicators, consumer behavior, technology changes, shopper trends, and political regulations. Don’t forget to look at other industries or markets and see how they’re changing. This can help give you a better idea of how your industry may look in the future.
- To better understand what your target consumers think, and why they do what they do, you need to examine their underlying beliefs, buying habits, and growth trends. This will give you key insights into the things that are most important to them. Use the brand funnel analysis and leaky bucket analysis to find out what influences them to take action. Understand what a consumer feels when they buy or reject your brand every step of the way. Understanding your consumers can give you a big picture of where your company stands. You can do this by tracking data, listening to what people have to say, or doing some market research.
- Figure out the strategies of your major retail customers and how well they use their available tools and programs. Then, align your brand with theirs to improve sales.
- Break down your competition by understanding their performance indicators, brand positioning, innovation pipeline, pricing strategies, distribution, and consumers’ perception of them. By mapping out a competitive strategy, you can predict what your competitors might do in the future. You can then use this information within your brand plan to stay ahead of them.
- Analyze your brand through the lens of consumers, customers, competitors, and employees. Use customer feedback, market research, and financial analysis to stay competitive in your industry.
Putting together the ideal business review
This process assumes you will put together a presentation of 20 slides for your management team.
Each of the five sections you go deep on should have 3-5 ideal slides. The conclusion statement at the top of each slide gets carried forward to a summary page for each of the five sections. You then draw out an overall conclusion statement for that section. You will have five conclusion statements, which you bring to the front of your presentation to form an overall summary page. From there, you draw out one major brand challenge you are seeing in the deep dive.
How to put together the business review
A: For each of the five sections of your deep-dive business review, use all the data you have dug into to draw out the three hypothetical conclusions. Then build one ideal slide for each conclusion, adding the 2-3 critical support points, and layer in the supporting visual charts. This type of analysis is an iterative process where you have to keep modifying the conclusion headline and the support points to ensure they work together.
B: Once you have nailed the conclusion headline for each page, you should build a summary chart for each of the five sections, which takes those three conclusion statements and builds a section conclusion statement. The example above shows how to do it for the category, which you can replicate for the consumer, channels, competitors, and the brand.
Summarizing the ideal business review
C: For each of the five sections, take each section conclusion statement, move them to an overall business review summary slide, and draw one big summary statement for each of the five sections.
D: Use those section conclusion statements to draw out an overall business review major issue, which summarizes everything in the analysis.