Guidelines For Presenting a 15 Minute Strategic Management Case Analysis

1. Guidelines For Presenting a 15 Minute Strategic Management Case Analysis by • Fred David, Professor of Management and coauthor of: • Strategic Management: Concepts and Cases – A Competitive Advantage Approach published by Prentice-Hall, 15th edition will be available 1-4-14 • The author website is www.strategyclub.com

2. Guidelines For Presenting a 15 Minute Strategic Management Case Analysis TOPIC MINUTES Introduction – 1 Vision and Mission – 1 Internal Assessment – 2 External Assessment – 2 SWOT Matrix – 2 BCG Matrix – 1 Recommendations – 2 EPS-EBIT Analysis – 1 Projected financial statements – 2 Conclusion – 1 Total 15

3. Guidelines For Presenting a 15 Minute Strategic Management Case Analysis • Introduction – 1 Minute • Give your name and business major • Give overview of your company in terms of what they are doing versus a glimpse of what you recommend they do • If showing or wearing products of your company, mention relevance, to capture interest.

4. Guidelines For Presenting a 15 Minute Strategic Management Case Analysis • Vision and Mission – 1 Minute • Tell how/why you are changing the firm’s vision/mission, if any, in light of your recommendations. • Reveal in your proposed mission your firm’s distinctive competence or competitive advantage (self concept), versus rival firms.

5. Guidelines For Presenting a 15 Minute Strategic Management Case Analysis • Internal Assessment – 2 Minutes • Among your 20 strengths/weaknesses, highlight ones that lead most directly to your recommendations. • Your internal factors should be divisional, quantitative, and actionable to the extent possible. Avoid vagueness, such as “revenues are increasing.”

6. Guidelines For Presenting a 15 Minute Strategic Management Case Analysis • External Assessment – 2 Minutes • Among your 20 opportunities/threats, highlight ones that lead most directly to your recommendations. • Your external factors should be divisional, quantitative, and actionable to the extent possible. Avoid vagueness, such as “the economy is bad.”

7. Guidelines For Presenting a 15 Minute Strategic Management Case Analysis • SWOT Matrix – 2 Minutes • Show three alternative strategies per strategy quadrant in the SWOT = 12 total. Highlight ones that make it to your recommendations page. • Couch alternative strategies quantitatively; avoid vagueness such as “Expand into Africa.” Instead, be specific, such as “ Build 2 manufacturing plants in Mexico.”

8. Guidelines For Presenting a 15 Minute Strategic Management Case Analysis • BCG Matrix – 1 Minute • Show a BCG by product, and second BCG (or IE Matrix) by region, if possible. Focus on implications of your matrices as per the upcoming recommendations. • Perhaps the most important strategic decision facing firms annually is allocation of resources across divisions/segments, so be divisional throughout presentation.

9. Guidelines For Presenting a 15 Minute Strategic Management Case Analysis • Recommendations – 2 Minutes • Show 8 to 10 recommendations with associated costs or savings; add up the costs to obtain a total $ capital needed for next 3 years. • Highlight several recommendations as per reasoning and associated costs.

10. Guidelines For Presenting a 15 Minute Strategic Management Case Analysis • EPS-EBIT Analysis – 1 Minute • Present your EPS-EBIT analysis and financing decision. • Focus on implications of your analysis, rather than the numbers.

11. Guidelines For Presenting a 15 Minute Strategic Management Case Analysis • Projected financial statements – 2 Minutes • Begin with the income statement. • Relate changes in income statement to your recommendations, rather than to historical percentage changes. • Show how you transferred net earnings to the balance sheet retained earnings row. • Highlight several items on the balance sheet, such as capital surplus, long-term debt, and property/plant/equipment – as per changes expected given your recommendations.

12. Guidelines For Presenting a 15 Minute Strategic Management Case Analysis • Conclusion – 1 Minute • Compare/contrast your recommendations versus the company’s plans, and/or with a rival company’s plans. • Show several projected financial ratios to reveal the firm’s improving financial position. • Genuinely seek questions from the audience, so keep your PPoint active on the screen.

13. Guidelines For Presenting a 15 Minute Strategic Management Case Analysis • Other 15th Edition Strategy Concepts to Include if Helpful and Time Remains; These are Normally Included in a Comprehensive Written Case Analysis. • Balanced Scorecard • Value Chain Analysis • Competitive Profile Matrix • Organizational Structure • Internal Factor Evaluation Matrix • Porter’s Five Forces Model • External Factor Evaluation Matrix • SPACE Matrix • QSPM • Website Comparison • Product/Market Positioning Maps • Company Valuation Analysis

14. Guidelines For Presenting a 15 Minute Strategic Management Case Analysis TOPIC MINUTES Introduction – 1 Vision and Mission – 1 Internal Assessment – 2 External Assessment – 2 SWOT Matrix – 2 BCG Matrix – 1 Recommendations – 2 EPS-EBIT Analysis – 1 Projected financial statements – 2 Conclusion – 1 Total 15