Gap Analysis Checklist
4.8/5 with 144 votes
Table of Contents
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- Define Company's Present State
- Answer the question: "Where are we now?"
- Identify company current attributes.
- Identify company competencies and performance levels throughout all departments.
- Review the business files and financial documents.
- Perform staff interviews.
- Compare current characteristics to its current performance in terms of market share, sales and profits.
- Revisit the Objectives and Goals
- Answer the question, "Where do we want to be?"
- Revisit the goals concerning target market share, sales and profits.
- Bridge the Gap
- Answer the question: "How are we going to get there?"
- Look for any discrepancies in performance, or "gaps" that may be hindering the company's ability to reach its potential.
- Develop new objectives that guide the company in achieving its overall goals.
- Turn the findings and new goals into a report.
- Determine how a company implements the findings of a gap analysis.
- Estimate profitability if the overall goal is accomplished.
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Presented by:
Jake R Brady
Stats
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77
Views: 77
Uses
8
Uses: 8
Tasks
17
Tasks: 17
Who it's for
This Gap Analysis Checklist is for teams that want consistent execution, less rework, and clear ownership.
- Standardize quality - run the same Gap Analysis steps every time, regardless of who executes
- Save time - reuse a proven Gap Analysis workflow instead of rebuilding processes from scratch
- Improve accountability - assign owners and see what's done vs. what's pending
- Onboard faster - use the Gap Analysis checklist as the SOP and training guide
- Coordinate across roles - handoffs are clear and everyone works from the same source of truth
How to use it
How to use this Gap Analysis Checklist:
- Start by saving it - save as a Template if you'll reuse it, or as a Checklist if it's a one-off project.
- Customize it once for your workflow - remove what doesn't apply and add your team-specific steps.
- Assign ownership and execute - set owners/due dates where needed and track completion as work happens.
- Reuse without rebuilding - when Gap Analysis comes up again, start from your saved version and run it with clear ownership.
Rate this Checklist
5 stars
Scores 4.80 with 144 votes