Gap Analysis Checklist
Table of Contents
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
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Uses: 8
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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.