1.
Existing mission, objectives, and
strategies.
2.
A new mission statement (include the
number of the component in parenthesis before addressing that component).
Great mission statements address these 9 components:
·
Customers: Who are the firm’s
customers?
·
Products or services: What are the
firm’s major products or services?
·
Markets: Geographically, where does
the firm compete?
·
Technology: Is the firm
technologically current?
·
Concern for survival, growth, and
profitability: Is the firm committed to growth and financial soundness?
·
Philosophy: What are the basic
beliefs, values, aspirations, and ethical priorities of the firm?
·
Self-concept: What is the firm’s distinctive
competence or major competitive advantage?
·
Concern for public image: Is the
firm responsive to social, community, and environmental concerns?
·
Concern for employees: Are employees
a valuable asset of the firm?
3.
Analysis of the firm’s existing
business model.
4.
SWOT Matrix and Analysis (comes from
researching the firm, industry, and competitors). It is important to know the difference
between causes and effects in the SWOT analysis. Causes are important, not
effects. Focus on internal and external
analysis when completing this matrix.
This matrix should be based on research and contain quantifiable
metrics. There should be 8-10 items in
each quadrant, with research support for each item.
5.
Once the SWOT Matrix and Analysis is
created, construct the TOWS also known as the Bivariate Strategy Matrix.
6.
Group Map – create this based on the
firm as a whole or a specific SBU, clearly identify which method you chose and
why.
Competitive forces analysis, use PESTLE and
Porter’s Five Forces as the foundation for this analysis. Clearly identify the factors that are
impacting the firm, research is required to support the position taken in your
narrative.
Case
Study: Historical Financial Analysis Assignment paper must include:
1.
Historical Financial Statements (Income
Statement, Balance Sheet and Statement of Cash Flows) from the 3 most current
years for the firm. These should be
downloaded from the SEC website. The
financial statements must include horizontal (shown between the years) and
vertical analysis (shown to the right of the last year of historical data).
2.
Ratio analysis for the ratios shown
on Table 1 in the Guide to Case Analysis (CA) of the textbook:
a.
Profitability ratios
b.
Liquidity ratios
c.
Leverage ratios
d.
Activity ratios
e.
Price-to-earnings ratio
f.
The changes between years are
included in the calculations.
3.
Competitor ratios to compare with
the ratios that were calculated in item 2.
These should be included on the same tab as the ratio analysis for the
firm.
Financial analysis should include comparisons to
the firm’s main competitor as well as to the industry. How does the financial position of the firm
influence the strategic direction of the company? This section should not be used to define
what each ratio is rather it should clearly provide analysis based on the
calculations as to the strategic choices and implications of the firm’s
financial position. A compare and
contrast with the main competitor should be included in this section of
narrative.