Week One Homework: Create Your Strategic Management Project Template

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1. Create Google Drive Doc using table of contents page.

GUIDELINES FOR WRITTEN CASE ANALYSIS

I.   DIAGNOSIS – Current situation: summary of factors which contribute to present status

1. Mission
2. Objectives
3. Corporate Strategy
4. Policies
   1.  Diversity
   2.  Ethical Standards/code of Conduct
   3.  Suppliers
   4.  HR

5. Strategic Managers and Board
1.  Sr. Level Executives
2.  Corporate governance
a.  Responsibilities
b.  Board Committees
c.  Director Compensation

6. Generic Industry Type:
1.  Fragmented, Maturing, Energizing, Declining
2.  Industry Economic Characteristics (p.53)

3. Generic Industry Type

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

7. Organization Structure:

1. type—functional, divisional, matrix, SBU
2. advantages and disadvantages discussed in class

8. Financial Analysis / Altman & DuPont
1.  Graphs
2.  Altman
3.  Tobin’s Q
4.  DuPont Analysis

5. Stock Analysis

9. SWOT Analysis (See Handout)

1. Internal (strengths, weaknesses)
2. External (Opportunities, Threats)

10. Market Share Data Graphs

II.   FOCAL POINTS FOR ACTION: Identify problems & issues which need to be resolved.

1. Short Range
2. Long Range

III.  DEVELOP ALTERNATIVES:  Equate to strategy types corporate/business.

1. Consider Generic Industry Type & Industry Characteristics
2. Boston Consulting Group Matrix-Build/hold/harvest/divest
3. Competitive Position-Leader/Challenger/Follower/Nicher
4. Competitive Strategy Options-Overall low cost leader-ship/differentiation/focus
5. Appraise each alternative/overall org. impact using Rumelt’s criteria-consistency/consonance/advantage/feasibility

IV.   DECISION AND RECOMMENDATION

1. Choose the best strategic alternative for each level:
   1. Corporate
      1. Business
      2. Functional

V.   IMPLEMENTATION: Goals/Participants/Steps

1. Who will implement strategy?
2. How will the strategy achieve organization wide commitment?
3. Are structuring mechanism properly aligned?
4. Are functional area conflicts reconciled to strategy requirements?
5. Does leadership inspire commitment to strategy?
6. Do reward systems reinforce appropriate behavior?
7. Are functional issues addressed and resolved in implementation?
8. Is the strategy communicated properly?

Go to www.lewisu.edu click on Academic, then Library, then On-line Databases

Go to Databases and type in your Company’s name and Industry to find helpful information.