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Gap Analysis

Note: If you are a fan of the show Billions, you may appreciate the dummy data in this template :)
Step 1: List projects or items to focus on
Add items
Clear dummy data
Project/Item
1
Retain in-house performance coach
2
Reads on big trades
3
$100M donation to put name on building
There are no rows in this table

Step 2: Identify current state, desired state, and gaps
Search
Retain in-house performance coach
Wendy is thinking about leave the company and our traders suffer if they don’t have her to provide them guidance.
Reads on big trades
We are making bad reads on big trades resulting in millions of dollars of losses. Losing 60% of big deals.
$100M donation to put name on building
Name is not on the performing arts building. Current name is the Eads family and we have a grudge with them.
Retain in-house performance coach
Current State
Where is our business now?
Wendy is thinking about leave the company and our traders suffer if they don’t have her to provide them guidance.
Desired State
Where do we want our business to be in the future?
Wendy should feel part of the team and committed to the company long-term. We shouldn’t hear rumors on the street that she wants to leave the company.
Gap Description
Why is there a gap and why did it occur in the first place?
Wendy was left out of some big key decisions and may feel like she’s not making an impact. She is also caught in the middle during big decisions.


Step 3: Prioritize each project/item and add an action plan
Search
Retain in-house performance coach
Wendy is thinking about leave the company and our traders suffer if they don’t have her to provide them guidance.
Reads on big trades
We are making bad reads on big trades resulting in millions of dollars of losses. Losing 60% of big deals.
$100M donation to put name on building
Name is not on the performing arts building. Current name is the Eads family and we have a grudge with them.
Retain in-house performance coach
Priority
High
Add Action Item
Search
1
2
Action Item
Person Responsible
Due Date
Give Wendy a big bonus
AD
Adam Davis
7/19/21
Invite her to management meetings
AC
Alan Chowansky
7/29/21
There are no rows in this table
Current State
Wendy is thinking about leave the company and our traders suffer if they don’t have her to provide them guidance.
Desired State
Wendy should feel part of the team and committed to the company long-term. We shouldn’t hear rumors on the street that she wants to leave the company.
Gap Description
Wendy was left out of some big key decisions and may feel like she’s not making an impact. She is also caught in the middle during big decisions.

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