Market Intelligence Project Template

Market Intelligence Project in Priority Matrix

Stay ahead with market trends and competitor activities to make informed business decisions.

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Proposed Tasks

Urgent and Important

• Analyze weekly competitor activities
  ☐ Monitor competitors' activities ☐ Analyze their strategies and initiatives ☐ Identify their strengths and weaknesses
• Compile monthly market intelligence report
  ☐ Collect all relevant data ☐ Analyze the data ☐ Prepare a comprehensive report
• Conduct SWOT analysis of competitors
  A SWOT analysis will help identify competitors' strengths, weaknesses, opportunities, and threats.
• Identify potential business opportunities
  Based on the market intelligence, identify potential business opportunities.
• Present market intelligence report to the team
  Presenting the report to the team will ensure everyone is informed about the market and competitor trends.
• Review daily market reports
  Daily review of market reports is crucial to understand the financial market's movement and trends.
• Set up Google Alerts for industry keywords
  Setting up Google Alerts will ensure timely updates on industry trends and competitor activities. Keywords should be relevant to the financial services industry and competitors.

Important, Not Urgent

• Analyze impact of market trends on business
  Understanding the impact of market trends on the business will help in strategic planning.
• Attend industry webinars and conferences
  Attending webinars and conferences will provide insights into the industry's direction and potential opportunities.
• Prepare a competitor comparison chart
  A comparison chart will provide a quick overview of how the company stacks up against its competitors.
• Subscribe to key financial news platforms
  Subscriptions to financial news platforms like Bloomberg, Financial Times, etc. will provide a constant feed of market updates.
• Train team on market intelligence tools
  Training the team on market intelligence tools will enhance their ability to track and analyze market trends.
• Update market intelligence dashboard
  Regularly updating the dashboard will provide a visual representation of the market trends and competitor activities.

Urgent, Not Important

• Analyze customer feedback and reviews
  Customer feedback and reviews can provide valuable insights into market trends and customer preferences.
• Discuss market trends with industry experts
  Discussions with industry experts will provide deeper insights into the market trends.
• Monitor regulatory changes in the industry
  Keeping track of regulatory changes will help the company stay compliant and avoid potential risks.
• Track industry innovation and technology trends
  Tracking innovation and technology trends will help the company stay competitive.

Not Urgent, Not Important

• Review and update Google Alerts keywords
  Updating keywords will ensure that the Google Alerts remain relevant and useful.
• Review and update news platform subscriptions
  Reviewing and updating subscriptions will ensure access to the most relevant and useful news platforms.
• Update market intelligence strategy
  Regular updates to the market intelligence strategy will ensure it remains effective and relevant.