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PART PAR T 6 • STRA STRATEGIC TEGIC-MANA -MANAGEMEN GEMENT T CASE CASE ANAL ANALYSIS YSIS
STEPS IN PRESENTING AN ORAL CASE ANAL ANALYSIS YSIS
Oral Presentation—Step 1 Introduction (2 minutes) a. Introduce yourselves by name and major. major. Establish the time time setting of your case and analysis. analysis. Prepare your strategic plan for the three years 2010–201 2. b. Introduce your company and its products/services; capture interest. c. Show the outline outline of your present presentation ation and tell tell who is doing what parts. parts.
Oral Presentation—Step 2 Mission/Vision (4 minutes) a. Show existing mission mission and vision statements if available available from the the firm’s firm’s Web Web site, or annual report, or elsewhere. b. Show your “improved” mission and vision and tell why it is improved. c. Compare your mission and vision to a leading competitor’s competitor’s statements. d. Comment on your vision vision and mission in terms of how how they support the strategies you envision for for your firm.
Oral Presentation—Step 3 Internal Assessment (8 minutes) a. Give your financial ratio ratio analysis. Highlight especially especially good and bad ratios. Do not give definitions definitions of the ratios and do not highlight all the ratios. b. Show the firm’s organizational chart found or “created based based on executive executive titles.” titles.” Identify the type of chart as well as good and bad aspects. Unless all white males males comprise the chart, peoples’ names are generally not important because positions reveal structure as people come and go. c. Present your improved/recomme improved/recommended nded organizational organizational chart. Tell Tell why you feel feel it is improved improved over the existing chart. d. Show a market market positioning map map with firm and competitors. Discuss the map map in light of strategies strategies you envision for firm versus competitors’ strategies. e. Identify the marketing marketing strategy of the firm in terms of good and bad points versus versus competitors and in light of strategies you envision for the firm. f. Show a map map locating the firm’s firm’s operations. Discuss in light of strategies strategies you envision. envision. Also, perhaps show a Value Chain Analysis chart. g. Discuss (and perhaps show) show) the firm’s firm’s Web Web site and e-commerce e-commerce efforts/abilities efforts/abilities in terms of good and bad points. h. Show your your “value “value of of the firm” firm” analys analysis. is. i. List up to 20 of the firm’ firm’ss strengths and weaknesses. Go Go over each each one listed without “reading” them them verbatim. j. Show and explain your Internal Internal Factor Evaluation Evaluation (IFE) Matrix.
HOW TO PREPARE AND PRESENT A CASE ANALYSIS
Oral Presentation—Step 4 External Assessment (8 minutes) a. Identify and discuss major competitors. Use pie charts, maps, tables, and/or figures to show the intensity of competition in the industry. b. Show your Competitive Profile Matrix. Include at least 12 factors and two competitors. c. Summarize key industry trends citing Standard & Poor’s Industry Survey or Chamber of Commerce statistics, etc. Highlight key external trends as they impact the firm, in areas such as the economic, social, cultural, demographic, geographic, technological, political, legal, governmental, and natural environment. d. List up to 20 of the firm’s opportunities and threats. Make sure your opportunities are not stated as strategies. Go over each one listed without “reading” them verbatim. e. Show and explain your External Factor Evaluation (EFE) Matrix.
Oral Presentation—Step 5 Strategy Formulation (14 minutes) a. Show and explain your SWOT Matrix, highlighting each of your strategies listed. b. Show and explain your SPACE Matrix, using half of your “space time” on calculations and the other half on implications of those numbers. Strategy implications must be specific rather than generic. In other words, use of a term such as “market penetration” is not satisfactory alone as a strategy implication. c. Show your Boston Consulting Group (BCG) Matrix. Again focus on both the numbers and the strategy implications. Do multiple BCG Matrices if possible, including domestic versus global, or another geographic breakdown. Develop a product BCG if at all possible. Comment on changes to this matrix as per strategies you envision. Develop this matrix even if you do not know the profits per division and even if you have to estimate the axes information. However, make no wild guesses on axes or revenue/profit information. d. Show your Internal-External (IE) Matrix. Because this analysis is similar to the BCG, see the preceding comments. e. Show your Grand Strategy Matrix. Again focus on implications after giving the quadrant selection. Reminder: Use of a term such as “market penetration” is not satisfactory alone as a strategy implication. Be more specific. Elaborate. f. Show your Quantitative Strategic Planning Matrix (QSPM). Be sure to explain your strategies to start with here. Do not go back over the internal and external factors. Avoid having more than one 4, 3, 2, or 1 in a row. If you rate one strategy, you need to rate the other because, that particular factor is affecting the choice. Work row by row rather than column by column on preparing the QSPM. g. Present your Recommendations Page. This is the most important page in your presentation. Be specific in terms of both strategies and estimated costs of those strategies. Total your estimated costs. You should have ten or more strategies. Divide your strategies into two groups: (1) Existing Strategies to Be Continued, and (2) New Strategies to Be Started.
Oral Presentation—Step 6 Strategy Implementation (8 minutes) a. Show and explain your EPS/EBIT analysis to reveal whether stock, debt, or a combination is best to finance your recommendations. Graph the analysis. Decide which approach to use if there are any given limitations of the analysis. b. Show your projected income statement. Relate changes in the items to your recommendations rather than blindly going with historical percentage changes.
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c. Show your projected balance sheet. Relate changes in your items to your recommendations. Be sure to show the retained earnings calculation and the results of your EPS/EBIT decision. d. Show your projected financial ratios and highlight several key ratios to show the benefits of your strategic plan.
Oral Presentation—Step 7 Strategy Evaluation (2 minutes) a. Prepare a Balanced Scorecard to show your expected financial and nonfinancial objectives recommended for the firm.
Oral Presentation—Step 8 Conclusion (4 minutes) a. Compare and contrast your strategic plan versus the company’s own plans for the future. b. Thank audience members for their attention. Seek and answer questions.
