case analysis
CHAPTER 12
Suggestions for Case
Analysis
STRATEGIC MANAGEMENT & BUSINESS POLICY
THOMAS L. WHEELEN
J. DAVID HUNGER
Project Guidelines - Summary
• Use ‘strategic audit worksheet’
• See pp. 82-89 for specific questions of each headings in the worksheet • See pp. 431-438 for a sample report
• Don’t use ‘paragraphs’
• Use headings & sub-headings
– Headings for your main point
– Sub-heading(s) for supporting your main points
• Do extra research on Part I (current posture) and Part 2 (corporate governance) ONLY IF the case doesn’t provide any information on these parts.
• For any other part, don’t go beyond the case information.
– Indicate in the presentation & report that there is no information in the case
• For financial assessment, see slide #s 4-12.
Strategic Audit Worksheet
I. Current Situation (Ch. 1)
A. Past Corporate Performance Indexes
B. Strategic Posture
Current Vision
Current Mission
Current Goals
Current Objectives
Current Strategies
Corporate Level
Business Level
Current Policies
II. Corporate Governance (Ch. 2 & 3)
A. Board of Directors
B. Top Management
C. Social Responsibility & Ethics
III. External Environment (EFAS): Opportunities and Threats(OT) (Ch. 4)
A. Societal Environment
B. Task Environment (Industry Analysis)
C. EFAS Table
IV. Internal Environment (IFAS): Strengths and Weaknesses (SW) (Ch. 5)
A. Corporate Structure
B. Corporate Culture
C. Corporate Resources (Competencies)
1. Marketing
2. Finance
3. Research and Development
4. Operations and Logistics
5. Human Resources
6. Information Systems
D. IFAS Table
V. Analysis of Strategic Factors (SWOT and SFAS) (Ch. 6)
A. Key Internal and External Strategic Factors
B. SFAS table
C. Review of Mission and Objectives
VI. Alternatives and Recommendations (Ch. 6 - 8)
A. Strategic Alternatives – pros and cons
B. Recommended Strategy
Corporate Level
Business Level
VII. Implementation (Ch. 9 & 10)
VIII. Evaluation and Control (Ch. 11)
Suggestions for Case
Analysis
STRATEGIC MANAGEMENT & BUSINESS POLICY
THOMAS L. WHEELEN
J. DAVID HUNGER
Project Guidelines - Summary
• Use ‘strategic audit worksheet’
• See pp. 82-89 for specific questions of each headings in the worksheet • See pp. 431-438 for a sample report
• Don’t use ‘paragraphs’
• Use headings & sub-headings
– Headings for your main point
– Sub-heading(s) for supporting your main points
• Do extra research on Part I (current posture) and Part 2 (corporate governance) ONLY IF the case doesn’t provide any information on these parts.
• For any other part, don’t go beyond the case information.
– Indicate in the presentation & report that there is no information in the case
• For financial assessment, see slide #s 4-12.
Strategic Audit Worksheet
I. Current Situation (Ch. 1)
A. Past Corporate Performance Indexes
B. Strategic Posture
Current Vision
Current Mission
Current Goals
Current Objectives
Current Strategies
Corporate Level
Business Level
Current Policies
II. Corporate Governance (Ch. 2 & 3)
A. Board of Directors
B. Top Management
C. Social Responsibility & Ethics
III. External Environment (EFAS): Opportunities and Threats(OT) (Ch. 4)
A. Societal Environment
B. Task Environment (Industry Analysis)
C. EFAS Table
IV. Internal Environment (IFAS): Strengths and Weaknesses (SW) (Ch. 5)
A. Corporate Structure
B. Corporate Culture
C. Corporate Resources (Competencies)
1. Marketing
2. Finance
3. Research and Development
4. Operations and Logistics
5. Human Resources
6. Information Systems
D. IFAS Table
V. Analysis of Strategic Factors (SWOT and SFAS) (Ch. 6)
A. Key Internal and External Strategic Factors
B. SFAS table
C. Review of Mission and Objectives
VI. Alternatives and Recommendations (Ch. 6 - 8)
A. Strategic Alternatives – pros and cons
B. Recommended Strategy
Corporate Level
Business Level
VII. Implementation (Ch. 9 & 10)
VIII. Evaluation and Control (Ch. 11)