BM.1 Update the data gathering strategy

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OVERVIEW

The aim of this activity is to plan your data gathering activities to ensure that you get the data you need for the In-depth Assessment in an effcient manner.

INPUT

Data Gathering Strategy used during the Preliminary Assessment from the activity ST.1 Plan my data gathering strategy.

OUTPUT

A detailed list of the types of data you need to gather that has been reviewed and agreed with the company focal point.

This output is not specifically used later in the process but is important to ensure effective and efficient data collection.

TEMPLATE

HOW TO GO ABOUT IT

1.

Remind yourself of the data you have already collected – the Data Gathering Checklist used during the Preliminary Assessment should provide a good summary of this.

2.

Review the new business strategy and try to identify areas in which more detailed data or information is required. In particular focus on:

  • The topics covered within the strategic goals
  • The sustainability hotspots for the company
  • Any new markets proposed in the new business strategy

3.

Go through the list of possible data types mentioned in the Data Gathering Update template for activities BM.2 Gather additional data on the business model and BM.3 Gather additional data on operational performance then decide which of them you will collect during the In-Depth Assessment.

4.

Add the list of new data to be gathered to your original Data Gathering Checklist, making sure to clearly identify which data types have already been collected and which are the new data to be collected.

5.

Review the Data Gathering Checklist with the focal point to confirm how and when you will gather the data you require.

Tips & Tricks

FOCUSED DATA COLLECTION

Try to be focused, conservative and realistic when selecting which data you will collect. If you are not sure if you will need a certain type of data then do not collect it initially. If later in the phase it turns out that you do need that data you can always come back and collect it at that time.

CONTACT KEY PEOPLE EARLY ON

Collecting the information necessary to complete the In-Depth Assessment will likely require input from personnel throughout the company so it is important to identify the people you will need to speak with early in this phase and begin scheduling meetings or phone calls with those people.

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