Case Analysis Worksheets for Strategic Management Cases

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EXHIBIT 4Business Policy Written Case Analysis and Oral Presentation FormatStructure of Case Analysis Report1. Very brief background and overview. Include a statement of the firm’s stated or implied mission (1-2 sentences)(double space)2. Stated and implied objectives (list) (single space) [generic with example] (see Exhibit 2 for list of genericobjectives)3. Stated and implied strategies—those doing now (list) (single space) [generic with example] (see Exhibit 2 for listof generic strategies)4. Diagnostic financial audit including analysis of (a) liquidity (including risk), (b) capital structure (including riskand cost of capital), (c) performance, (d) activity (including control), and (e) limits (including resource availabilityfrom external sources and improved operations). [Narrative (double space); Financial Audit worksheet to beattached]5. SWOT ANALYSIS; internal and external environment assessment listing weaknesses, opportunities, threats, andstrengths (list with descriptor format is acceptable) (single space)6. Issue (problem) section [narrative; double space]7. Alternatives (6 strategies) [generic with example] section (list) (rejects listed first, accepted strategies follow)(single space), five corporate-level and one business-level8. Evaluation and recommendations – determine feasibility of each alternative (i.e., strategy) listed in #7 (doublespace). Circuit Analysis: Application of three tests with examples for all strategies: (a) will it accomplishobjectives; (b) will it address/solve issue (s); and (c) what is the impact of implementation on all functional areas(i.e., Management, Marketing, Production, and Finance). That is, what must be done to implement each strategy.[Note: production (operations) equals the value creation activity.]- Collect, use, and integrate appropriate information from library/internet sources.* Attachments, appendices, and table of financial ratios are not counted as part of the written analysis pages. Table offinancial ratios is not required to be typed (may be hand written). First written group case analysis = 5 pages + flop;second written analysis = 6 pages + flop; third/fourth written analysis = 7 pages + flop.NOTE:A. All papers are to be typed double spaced (except where noted above) (10 or 12 cpi) with one-inch margins.Papers will be downgraded for improper grammar, spelling, punctuation, and lack of proofreading.B. An in-depth diagnostic financial audit is required. Turn in 8.5 x 14 worksheet with paper and financial auditworksheet.C. Use of concepts introduced in previous cases, lectures, and the text material is expected.8
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Case Analysis Worksheets for Strategic Management Cases

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