company overview
? Company Overview (5%)
? Mission Statement
? Milestones of company history
? Industry Analysis (20%)
? Porter?s Five Forces
? Key Success Factors
? Attractiveness of the Industry
? Business-Level Strategy (25%)
? Identify generic strategy and then describe it terms of your business (Cost leadership, differentiation, focus, etc.).
? Does the strategy build on Resource and capabilities?
? Value-Chain Analysis
? Tangible and Intangible Resources
? What are the firm?s core competencies (four criteria)?
? Cooperative Strategy (5%)
? Supplier Relationships
? Co-opetition (with competitors/complementors)
? Corporate Strategy (10%)
? Identify product diversification strategy (using Rumelt?s Typology ? See slides of Lecture 5)
? International strategy, if any
? Leveraging on core competencies?
? Strategy Implementation (10%)
? Key Tactical and Strategic Decisions
? People (Human resource, knowledge, leadership), culture issues
? Key structure and incentive issues
? Performance Evaluation: Competitive Advantage (15%)
? Purpose
? Financial Ratio Analysis (Important and pertinent ones)
? Graph you company?s ratios along with the industry ratios (if available) or major competitors? ratios:
? Vertical axis will be the ratio
Horizontal axis will be time periods
? Performance Evaluation (continued)
? Discuss your analysis of them:
? What does the ratio tell you about the condition of your firm?
? How does it compare to the industry average (or the average of the major competitors)? Does it indicate a problem?
? Assess your ratio trends, relative to the industry (major competitors), and what it tells you about the overall condition of the firm?
? Performance Evaluation (continued)
? Remember:
? Competitive Advantage = Above Average Industry Returns
? Competitive Parity = Average Industry Returns
? Competitive Disadvantage = Below Average Industry Returns
? Sustainability
If your company?s competitive status changed over the case period, then discuss why you think it did.
? Possible Dimensions of Performance Evaluation:
? Liquidity Analysis (Current & Quick)
? Efficiency Analysis (Inventory Turnover, Fix Assets Turnover, etc.)
? Leverage Analysis (D:E, L-T Debt:Equity)
? Profitability Analysis:
? Return on Sales
? Return on Equity
? Return on Assets
? Learning Experience (10%)
? What did you learn from the Case Study?
? What were the good and not-so-good decisions for the focal company?
? What would you think the company could do differently?
? Overall, answer the questions of ?What, How, and Why?
? Be analytical, rather than descriptive
? Develop your own evaluation
