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					Strategic Planning Workshop


      University of the Pacific
   Eberhardt School of Business
  Busi 181, Strategic Management
     Professor Newman Peery


           Strategic Planning Workshop   1
              Strategic Plan Outline
   Executive Summary
   Mission and Vision
   Strategic Objectives
     – Financial Objectives
     – Marketing Objectives
   Strategy
   Management and Staffing
   SWOT Analysis
   Market Analysis
   Strategic Marketing Plan
   Competitive Analysis
   Research and Development
   Operations and Production
   Human Resources and TQM
   Finance
     – Pro-Forma Financial Statements
   Lessons Learned from Capstone Simulation



                             Strategic Planning Workshop   2
          Executive Summary
 Write this after the rest of the strategic plan
  is complete.
 Four word-processed pages
 Summarize the plan




                  Strategic Planning Workshop       3
                 Mission
 Include you company mission statement
  here.
 See Power Point posted on Blackboard on
  Mission and Vision




               Strategic Planning Workshop   4
                   Vision
 Include your company vision statement
  here.
 See Power Point posted on Blackboard on
  Mission and Vision




               Strategic Planning Workshop   5
                   Strategy

   Business-Level Strategy Planned in future.
   Key market segment priorities.
   Timeline of major strategic moves planned.
   Sustainable Competitive advantage
    expected from your company strategy



                  Strategic Planning Workshop    6
                         Strategy

 Business-Level Strategy Planned in future.
  – Cost Strategies:
      Broad Cost: all segments
      Focus Cost: Traditional and Low Market Segments
      Product Life Cycle Costs
  – Differentiation Strategies
      Broad Differentiation: all segments
      Focus Differentiation: High, Size Performance Segments
      Product Life Cycle Costs
  – Best Cost Strategy:
      Best value differentiated product


                        Strategic Planning Workshop             7
Performance Measures and Weights
           Select at least 3; Total must be 100%


       Performance Measure                         Weight (%)
Cumulative Profits
Market Share
Stock Price
Market Capitalization
ROS
ROA
ROE
Asset Turnover
                   Strategic Planning Workshop                  8
      Financial Strategic Objectives
                       last two years actual
               plus three years planned projections
Strategic Objective Area   Last Year   Last Year   Plan      Plan   Plan   Plan   Plan
                           -1 Actual   Actual      Next Yr
Annual Profit
Cumulative Profit
Market Share

Stock Price

Market Capitalization

ROS

ROA

ROE

Asset Turnover



                             Strategic Planning Workshop                                 9
   Marketing Strategic Objectives
                      last two years actual
              plus three years planned projections
Market Segment             Last Year   Last Year   Plan      Plan   Plan   Plan   Plan
                           -1 Actual   Actual      Next Yr
Share Objectives Units/$
Traditional

Low

Performance

High

Size

Total Industry Market
Share




                             Strategic Planning Workshop                             10
      Management and Staffing
 Organization Chart Outlining major
  Responsibilities
 For each team member
  – Picture (Optional)
  – Product Management Responsibility
  – Market Segment Responsibility
  – Functional Area Responsibility
  – Intelligence Officer Responsibility
  – Brief biographical sketch. [See web sites of publicly
    traded company for idea.]
  – Major past accomplishments.


                     Strategic Planning Workshop            11
             SWOT Analysis
Strengths                       Weaknesses
What are your major             What are your major
strengths in Round 2 (the       weaknesses in Round 2
most recent round)?             (the most recent round)?

Opportunities                   Threats
What major opportunities        What major threats do
are available to your           your face after Round 2
business after Round 2          (the most recent round)?
(the most recent round)?
                  Strategic Planning Workshop          12
           Market Analysis
 Demand Analysis by Market Segment [Use
  your situational analysis].
 Growth Rate
 Perceptual Positioning Map of Segments
 Key Customer Preferences by Segment
 Customer Survey Information

 Use exhibits where appropriate

                Strategic Planning Workshop   13
       Market Segment Priorities
    Market Segment                     Priority
                                (low, medium, or high)
Traditional

Low End

High

Performance

Size
                Strategic Planning Workshop          14
       Market Segment Priorities
    Market Segment            Market share objectives
                               for next three years
Traditional

Low End

High

Performance

Size
                Strategic Planning Workshop        15
        Strategic Marketing Plan
   Market Analysis
   Market Segment Priorities
   Market Share Objectives (% $ Sales) – 3 years out
   Market Share Objectives (in Units) – 3 years
   Product Positioning: Size and Performance
   Marketing Mix: Top Four Variables by Segment
   Promotion Budget by Segment
   Sales Budget by Segment

                    Strategic Planning Workshop    16
     Strategic Marketing Plan
 Marketing Mix by Segment
  – Pricing Strategy
  – Product (R&D) Strategy recap
  – Promotion Strategy (using advanced marketing
    module framework)
  – Sales Budget and distribution strategy




                 Strategic Planning Workshop   17
 Exhibit: Marketing Mix for Products
          and/or Segments
Marketing Mix Variable               Strategy, Policy and
                                           Timeline
Pricing
Age
Product Position
Reliability
Promotion
Sales Budget
New Products
                   Strategic Planning Workshop              18
        Competitive Analysis
 Comparative Performance Data
[Use exhibits and figures to characterize this.
  Data from the www.capsim.com website is a
  good source.]
  – Overall Market Share [Capstone Courier]
  – Financial Performance
  – STAR Analysis Data
  – Top 10 Standing [UOP or National]

                 Strategic Planning Workshop   19
        Competitive Analysis
 Strategic Positions in most recent round of
  Competition. A Competitive Profile Matrix
  (CPM) can be used for competitive indices.
 Market Share of Firms by Segment
 Cost Structure Advantage
 Profitability of each Company
 Key Strengths and Weaknesses of
  Competitors.
                Strategic Planning Workshop     20
                 Competitive Profile Matrix
    (Include all teams plus top machine teams)
Competitive      Weight   List each team    Andrews       Baldwin      Chester
Factor                    including yours   Rating 1-4    Rating 1-4   Rating 1-4
Pricing
Quality
Capacity
Product
Position
Age
Reliability
Cost Structure
Product
Accessibility
Gross Margins
Customer
Awareness
WEIGHTED         100%
TOTAL                       Strategic Planning Workshop                             21
   Research and Development

 Number of Products per Segment
 Timetable for New Product Launch and
  Retirement
 Product Position Plan
 Age v. Ideal Age of Products
 Product Reliability

               Strategic Planning Workshop   22
      Operations and Production

   Capacity Plan v Sales Forecast
   Timeline for Plant Capacity Changes
   Automation Plan
   Capacity Utilization
   Overtime Plan
   Gross Margin Estimates

                  Strategic Planning Workshop   23
     Human Resource and TQM
   Projected Complement Requirements
   Training and Recruitment Budgets
   TQM Budgets
   Timeline




                 Strategic Planning Workshop   24
 Financial Plan Statement Exhibits

 Balance Sheet
  – Historic – Last 3 Years
  – Pro-forma – Next 3 years
 Income Statement
  – Historic – Last 3 Years
  – Pro-forma – Next 3 years
 Cash Flow Statement
  – Pro-forma projections– Next 3 years

                  Strategic Planning Workshop   25
     Financial Statement Analysis
              Worksheet
 Income Statement
  – Margin Analysis and Cost Structure Analysis for
    all Products current and pro-forma
  – Estimated financial impact of strategic initiatives




                   Strategic Planning Workshop        26
      Financial Plan and Policy
 Dividend Policy
 Capital Structure
  – Issue and/or Retirement of Stocks
  – Issue and/or Retirement of Bonds
  – Working Capital Management
 Profit Projections [refer to exhibits and
  discuss]


                  Strategic Planning Workshop   27
         Lessons Learned
 (This should also be a part of your
    end of course presentation)
 List and briefly explain the key lessons that
  your executive members have learned about
  managing a $100 million company
  successfully.
 What key successes helped your learning?
 What did you specifically learn from your
  mistakes?

                 Strategic Planning Workshop   28

				
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