GUIDELINES FOR CASE ANALYSIS: Project Template. You must complete the entire document to get full credit.
These Documents are in Your Syllabus
I. DIAGNOSIS – Current situation: summary of factors that have contributed to the present status: Check the Company Profile for an Overview in the Library Databases
A. Mission
B. Objectives: Remember these are SMART!
C. Corporate Strategy including: Backward and Forward Integration, Market and Product Development, Aquisitions and Joint Ventures…
D. Policies
1. Diversity
2. Ethical Standards/code of Conduct
3. Suppliers
4. HR
E. Strategic Managers and Board
1. Sr. Level Executives
2. Corporate governance
a. Responsibilities
b. Board Committees
c. Director Compensation
F. Generic Industry Type:
1. Fragmented, Maturing, Energizing, Declining
2. Industry Economic Characteristics THIS IS THE INDUSTRY TABLE THAT WAS DUE IN THE BEGINNING OF THE SEMESTER
F. Generic Industry Type Template: USE THE LIBRARY DATABASES FOR THIS TABLE: IBIS for the domestic industry and EBSCO for the Global Industry
Industry definition
Market size and growth rate
Key rivals & market share
Scope of competitive rivalry
Concentration vs. fragmentation
Number of buyers
Demand determinants
Degree of product differentiation
Product innovation
Key success factors
Supply/demand conditions
Analysis of stage in life cycle
Pace of technological change
Vertical integration
Economies of scale
Learning/experience curve effects
Barriers to entry
Regulation/deregulation
Globalization
Trends
G. Organization Structure:
1. Type—functional, divisional, matrix, SBU
2. Advantages and Disadvantages of the specific structure
H. Financial Analysis / Altman & DuPont & Tobin’s Q
1. Graphs for liquitiy, profitability, activity and leverage ratios discussed in class and listed on the Worldscope database. Three years for your company and your two key competitiors.
2. Altman Z Score
3. Tobin’s Q
4. DuPont Analysis
I. Stock Analysis: one year and Max Graph from Yahoo Finance including major competitors. Discuss your results.
J. SWOT Analysis (See Handout) and COnvert to a TOWS Matrix
1. Internal (strengths, weaknesses)
2. External (Opportunities, Threats)
II. FOCAL POINTS FOR ACTION: Identify problems & issues that need to be resolved. Look at the Risk Factors in the 10K for Guidance.
A. Short Range
B. Long Range
III. DEVELOP ALTERNATIVES: Equate to strategy types corporate/business.
A. Consider Generic Industry Type & Industry Characteristics
B. Boston Consulting Group Matrix-Build/hold/harvest/ divest
C. Competitive Position-Leader/Challenger/ Follower/Nicher
D. Competitive Strategy Options-Overall low cost leader-ship/differentiation/ focus
E. Appraise each alternative/overall org. impact using Rumelt’s criteria-consistency/ consonance/advantage/ feasibility
IV. DECISION AND RECOMMENDATION
Choose the best strategic alternative for each level: Use the Baldrige Criteria for Ideas. Format should be: Goals, Participants and Steps
A. Corporate
B. Business
C. Functional
V. IMPLEMENTATION: Goals/Participants/Steps
A. Who will implement strategy?
B. How will the strategy achieve organization wide commitment?
C. Are structuring mechanism properly aligned?
D. Are functional area conflicts reconciled to strategy requirements?
E. Does leadership inspire commitment to strategy?
F. Do reward systems reinforce appropriate behavior?
G. Are functional issues addressed and resolved in implementation?
H. Is the strategy communicated properly?
