"The Three Year Strategic Plan"
An exercise in teamwork under pressure Preliminary Work Title Page World Number Team Number Team Name Name, title and signature of each team member Table of Contents Introduction Format Follow sections exactly, number all pages, Financial Statements must use Excel-no copying from book Narratives in Word, 12 point Times New Roman, 1”margins You may add exhibits an appendices when you believe that it improves the readability of the report. Be sure that material included in the appendix is referenced, including page numbers, in the body of your report Preliminary Work Conduct a SWOT analysis of your team. What are your strengths? E.g. a marketing major with industry experience, not “vast experience over seven decades in the marketing arena of the footwear industry blah, blah, blah. Managed a local McDonalds restaurant, not “formerly Board Chairman and Chief Executive of Nike Industries” What are your weaknesses What opportunities does this class present to you and your team? What are the threats you have to watch out for? Appendix Section A -Resume of each member of the team Strategic Plan Section 1 – Corporate Strategic Plan Section 1.0 Introduction Section 1.1 Vision Section 1.2 Mission Section 1.3 Company Goals Section 1.3.1 Financial Goals Section 1.3.2 Strategic Goals Indicate which are long Term and which are short term Section 1.4 Company Strategy Section 1.4.1 Grand Strategy Section 1.4.2 Generic Strategy Section 1.4.3 International Strategy Strategic Plan 2.0 External Scan Section 2.1 Dominant Economic Characteristics Section 2.2 Five Forces Model Section 2.3 Driving forces Section 2.4 Key success factors. Strategic plan 3.0 Internal scan Section 3.1 Strengths and weaknesses. Section 3.2 Competitive strength analysis Section 3.3 Conclusions about your world and how you fit into it. Functional Strategies Section 4-Functional strategies Section 4.1Marketing Price. Quality. Style. Product line breath. Advertising. Rebates. Celebrity endorsements Section 4-Functional strategies (continued) Section 4.2 Production Where to produce. How many production plants. Raw material quality Section 4-Functional strategies (continued) Section 4.3 Financial (narrative) Cash requirements. Cash flow projections. Income and expense projections. Balance sheet projections. Capital budget Appendix Appendix Section A. Resume for each participant Section B. pro forma financial statements. Income statement for each of three years. Balance sheet. Cash flow statement for each of three years How will I grade this? Does it have all the parts? 25 Points Do all the parts fit together-horizontally and vertically 50 Points Are your various goals and strategies specific, measurable, time constrained and achievable? 15 Points Is the plan well organized and well presented? 10 Points