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Template Instructions

1. Read all instructions on the Template for detailed advice and tips. 2. Never type in a red area unless otherwise noted. Save frequent backup copies of this Template in case you do this by mistake. 3. If you have a problem viewing any of your text on a long sentence, select the problem cell and use the text wrap feature. It can be found under the “home” tab on Excel 2007. You may have to click wrap text twice (just a bug in Excel). 4. To get your matrices and charts into Excel or Power Point, highlight them and then copy and paste special into Word or Power Point. If you don’t use paste special then it will not work properly. 5. Paste special will give you several options, be sure to use the “MS Excel Worksheet Object” Option. You must also check “paste” or “paste link” 6. The advantages of using the “paste link” option are as you change the data in Excel it will change in your Word or Power Point file provide both are open. This is a nice feature as if you decide to change some data, you don’t have to paste special everything back over into Power Point or Word. 7. The advantage of just using “paste” option is your file is not linked to Excel. If something where to happen with Excel or MS Office wants to be temperamental on the day of your presentation, and you had checked the “paste link” option, then your data will not show on Word or Power Point. 8. You may also use a program called Jing, found at http://www.techsmith.com/jing.html to copy the matrices and save as jpeg files for later entry into Power Point. The program is free.

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Free Excel Student Template
Dear Student, By using this Template, you hereby agree to the Copyright terms and conditions. This Template should save you considerable time and allow for your presentation to be more professional. Do not mistake this Template for doing all of the work. Your assignment is to analyze and present strategies for the next three years. You will still need to do the research and enter key internal and external information into the Template. The Template does not gather or prioritize information. It does however assimilate information you enter in a professional way and does many calculations for you once that critical information is entered. Best of luck, with your project.

INSTRUCTIONS FOR TEMPLATE
1 Please read all Template instructions below carefully before you start each new section of this Template. Only type in the green boxes unless otherwise noted. Please read the Read ME tab at the bottom of Excel before you start.

INSTRUCTIONS FOR EXTERNAL AUDIT <ONLY ENTER DATA IN THE LIGHT GREEN BOXES>
1. To perform an External Audit, enter ten opportunities and ten threats. For purposes of this Template, it is vital you have ten of each, no more, no less.

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After entering ten opportunities and ten threats, enter the weight you want to assign to each factor. Be sure to check the bottom of the "Enter Weight Below" column, to make sure your entire column sums is equal to 1.00

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After entering in the weights, then enter in a corresponding rating in the "Enter Rating Below" column. The coding scheme is provided below. 1 = "company's response to the external factor is poor" 2 = "company's response to the external factor is average" 3 = "company's response to the external factor is above average"

4 = "company's response to the external factor is superior" Enter Ten Opportunities Below 1. Acquisitions Asset Leverage Emerging Markets Product / Service Expansion Historically Low Rates Enter Ten Threats Below 1. 3. 2. Competition Economic Slowdown Product Substitution Government Regulations/Changes Rising Rates/Inflation . 4. 5. 5. 7. 2. 3. 6. 10. 9. 4. 8. 6.

type the name of your company and two other competitors in the corresponding boxes. DO NOT ASSIGN THE COMPANIES THE SAME RATING. To perform the CPM. After entering in twelve critical success factors. MAKE A CHOICE. You may use some of the ones listed below if you like but try to use ones that are more pertinent to your company. 8. enter in the weight you want to assign each one. The coding scheme is provided below. to make sure your sum weight is equal to 1. 4.7. CPM Matrix . it is vital you have twelve factors no more. For example. TAKE A STAND. 2. Be sure to check the bottom of the "Enter Weight Below" column. For purposes of this Template. 10. Instructions for Competitive Profile Matrix (CPM) <ONLY ENTER DATA IN THE LIGHT GREEN BOXES> 1. having a) on time arrival b) extra fees c) frequent flyer points. 3. no less. 9. etc may be better choices than the canned ones below. enter in twelve critical success factors. After entering in the weights and identifying your company and two rival firms. if your case is Delta Airlines. then enter in a corresponding rating in the "Enter Rating Below" column for each organization.00 After entering in your weights.

no less. After entering in ten strengths and ten weaknesses scroll down the page and enter in the weight you want to assign each one.Advertising Market Penetration Customer Service Store Locations R&D Employee Dedication Financial Profit Customer Loyalty Market Share Product Quality Top Management Price Competitiveness 1 = "major weaknesses" 2 = "minor weaknesses" 3 = "minor strength" 4 = "major strength" INSTRUCTIONS FOR INTERNAL AUDIT <ONLY ENTER DATA IN THE LIGHT GREEN BOXES> 1. To perform an Internal Audit. 3. no more. . Reminder weaknesses must be 1 or 2 and strengths must be 3 or 4 1 = "major weaknesses" 2 = "minor weaknesses" 3 = "minor strength" 4 = "major strength" 2. Be sure to check the bottom of the "Enter Weight Below" column. The coding scheme is provided below. enter in ten strengths and ten weaknesses For purposes of this Template.00 After entering in the weights. it is vital you have ten of each. to make sure your sum weight is equal to 1. then enter in a corresponding rating in the "Enter Rating Below" column.

5. 2. 19th on the Fortune 500 list in 2010 Enter Ten Weaknesses Below 1. Asset Leverage 5. . 9. 6.Enter Ten Strengths Below 1. Among the world’s most 50 respected companies in Barron’s 2010 3. 2009 4. Ranked #1 Green bank in Newsweek. Low Debit Card Market Hold 4. 10. Limited International Presence 3. Unique Products 7. Reputation Management 8. Market Share Leadership 6. Weak Asset Quality 2. 7.

Can be found on the Income Statement. Hints are provided below on where to find any particular information.www. 10.Can be found on Yahoo Finance. 2.money. Net Income . Share Price . this value would constitute a large portion of your "amount needed" in the EPS/EBIT Analysis. If acquiring a competitor. It might be called net earnings or net profits.msn. 9. enter in corresponding financial information you are prompted for in the boxes to the right and press enter. To perform the company worth. EPS . scroll over. Everything is calculated automatically and posted into the matrix.com. INSTRUCTIONS FOR COMPANY WORTH <ONLY ENTER DATA IN THE LIGHT GREEN BOXES> 1.Can be found on Yahoo Finance. Shares Outstanding .8. Stockholders' Equity . If you wish to enter data for a competitor or a company you plan to acquire.Can be found near bottom of Balance Sheet. It might be called total equity. .

These may be found on the EFE-IFE tab at the bottom of your Excel Spreadsheet.INSTRUCTIONS FOR SWOT 1 Click on the SWOT Hyperlink to the right and add your SO. At a bare minimum. However. Also. once there click on the pie slices.) Pie slices are automatically calculated and labeled. 2. an educated profit estimation is more prudent if divisional profits are not reported. (If the company has more than 4 divisions.ST. Don't worry about the "light green warning" when adjusting the pies. Profits . Then perform the same tasks you performed for the BCG. Do not put a M or B to signal million or billion. If you can not find profit information. Also. Here you can adjust the size of the circles (which represent revenues). or a four division company. combine the divisions with the least amount of revenue and mention the adjustment to the class during your presentation. INSTRUCTIONS FOR BCG and IE Matrix <ONLY ENTER DATA IN THE LIGHT GREEN BOXES> 1. In the example profits were 500 million and 800 million. estimate this and explain to the class during your presentation. Step 1: enter in the corresponding profits you are prompted for in the boxes (for the corresponding divisions) below. Don't worry about the "light green warning" when adjusting the pies. and WT Strategies. have the appropriately sized circles (even if you do not use pie slices). The Template allows for a two. After finishing Step 1. click on the BCG hyperlink to the right (Step 2. Move the "pies" into the quadrant you desire.) <You will have to read the Annual Report to find this information> It is quite okay to do a BCG/IE for BOTH geographic and by product revenues/profits. To develop BCG and IE matrices. three.WO. click on the IE matrix link to the right. be sure to type in your company name in the appropriate quadrant according to your IFE and EFE scores. 3. After finishing Step 2. change the division name to match your case (The 2 division example is for domestic and international.

Enter the five factors you wish to use each for FP. and IP and the corresponding rating each factor should receive. These numbers will be located to the left of the SPACE Matrix on the SPACE page. and Industry Position (IP). SP. 3. You may use the factors provided here. There move the box to the plot location derived from step two. then click the arrow portion of the vector and move it so the arrow goes though the box. Competitive Position (CP). After moving the box to the corresponding area. but try to determine key factors related to your company and industry in the same manner you did with the CPM.INSTRUCTIONS FOR SPACE Matrix <ONLY ENTER DATA IN THE LIGHT GREEN BOXES> 1. CP. The calculations are done automatically and the rating scale is provided below Next click the SPACE Link to your right. FP and IP Positive 1 (worst) to Positive 7 (best) CP and SP Negative 1 (best) to Negative 7 (worst) Financial Position (FP) Return on Investment (ROI) Leverage Liquidity Working Capital Cash Flow Industry Position (IP) Growth Potential Financial Stability Ease of Entry into Market . Use five (and only five) factors for each Financial Position (FP). Stability Position (SP). Don't worry about the "light green warning" when adjusting the box and vector 2.

Resource Utilization Profit Potential Competitive Position (CP) Market Share Product Quality Customer Loyalty Technological know-how Control over Suppliers and Distributors Stability Position (SP) Rate of Inflation Technological Changes Price Elasticity of Demand Competitive Pressure Barriers to Entry into Market INSTRUCTIONS FOR GRAND Matrix <ONLY ENTER DATA IN THE LIGHT GREEN BOXES> 1. Grand Strategy Matrix INSTRUCTIONS FOR QSPM Matrix <ONLY ENTER DATA IN THE LIGHT GREEN BOXES> . Type your company in the appropriate quadrant to the right. Click in the remaining quadrants and press the space bar to avoid Excel placing a 0 in those respective quadrants.

opportunities. 2. You will need to provide a recommendations section on your own with the expected cost after performing the QSPM. weakness. For example. if one strategy deserves a rating of 4 and the other factor has nothing to do with the strategy. To perform a QSPM. just rate that factor a 1) 0 = Not applicable 1 = Not attractive 2 = Somewhat attractive 3 = Reasonably attractive 4 = Highly attractive Opportunities 2. Do not to rate each strategy the same for a particular strength. then rate each strategy based on the strengths. and SWOT. 6. GRAND. or threat. including both the ones used in the QSPM. After entering in your strategies. SPACE. 3. 7. opportunity. 5. These recommendations and costs lead into the "amount needed" for the EPS/EBIT Analysis. enter two strategies in the corresponding green boxes below. (the exception is if you enter 0 you MUST enter 0 for the other. IE.1. 8. and threats (factors). Acquisitions Asset Leverage Emerging Markets Product / Service Expansion Historically Low Rates 0 0 0 . 4. weaknesses. 1. These two strategies should be derived from your BCG. You may have multiple recommendations.

5. 2. 19th on the Fortune 500 list in 2010 Among the world’s most 50 respected companies in Barron’s 2010 Ranked #1 Green bank in Newsweek. 2009 Asset Leverage . 0 0 0 0 0 Competition Economic Slowdown Product Substitution Government Regulations/Changes Rising Rates/Inflation Strengths 1. 6. 4. 8. 10. 3. 4.9. 3. 0 0 Threats 1. 2. 7. 9. 10.

6.EBIT . 4. 8. 0 0 0 Market Share Leadership Unique Products Reputation Management Weaknesses 1. 2. 10. 9.5. 5. 0 0 0 0 0 0 Weak Asset Quality Limited International Presence Low Debit Card Market Hold INSTRUCTIONS FOR EPS . 9. 10. 7. 6. 8. 7. 3.

you are recommending defensive strategies were you are not acquiring substantial new capital. enter in the corresponding data in the light green boxes to your right. Unless of course.<ONLY ENTER DATA IN THE LIGHT GREEN BOXES> 1. The amount needed should be the total cost of your recommendations. To perform an EPS .EBIT Chart. Including the EPS . Everything else is calculated automatically. the total amount of your recommendations is likely too low. If you notice little to no change over stock to debt financing on EPS.EBIT Analysis. EPS-EBIT Chart .

Enter the data in the cells below. The template only performs proforma data for your company. It is not the end of the world. 2. and the competitors is in December 2008. It is not expected nor a wise use of time to discuss every graph. If your company's year end is (for example) in July 2009. Do not use the historical percent change method blindly for determining the respective proforma year.Scroll down INSTRUCTIONS FOR Financial Charts <ONLY ENTER DATA IN THE LIGHT GREEN BOXES> 1. Scan the financial charts (click the blue link below) and select graphs that reveal the most information. The respective proforma year information should be estimates based on the financial numbers from your recommendations. . it will make all your charts wrong! Apple Revenue Net Income Assets Liabilities Cash Goodwill + Intangibles Inventory 3. do not change the information below. All data should be in millions. You need to use the same years for your company and competitor for the charts to be compared. just enter the most recent data and tell the class this when you present the charts. Click Here to View Financial Graphs Warning.

) You may cut and paste special this into your power point or you may use the graphs that are also generated for you automatically. rounding. They are both correct and both called Debt/Equity but will generate quite different numbers. For example. Just make sure you are using the same equations for your company and the competitor. The answers the template generates are 100% accurate because they come straight from the data you entered off the financial statements. Debt/Equity can be calculated Total Debt/Equity or Total Liabilities/Equity. the Template accomplishes this for you). If you are going to compare your company to a competitor.Long Term Debt Stockholders' Equity Cost of Goods Sold Current Assets Current Liabilities Accounts Receivable IBM Revenue Net Income Assets Liabilities Cash Goodwill + Intangibles Inventory Long Term Debt Stockholders' Equity Cost of Goods Sold Current Assets Current Liabilities Accounts Receivable 2 The ratios below are calculated for you automatically using the equations given (there are slightly different ways to calculate the same ratio. make sure you are using the same equation for both (obviously. a different year was used. or maybe you just entered the data wrong (typo). Current Ratio Quick Ratio . it is likely the online version used a different equation for the ratios. If you are getting a number different from one published online for a ratio.

Long Term Debt to Equity Inventory Turnover Total Assets Turnover Accounts Receivable Turnover Average Collection Period Gross Profit Margin Net Profit Margin Return on Total Assets (ROA) Return on Equity (ROE) Click Here To View Financial Ratio Graphs Current Ratio Quick Ratio Long Term Debt to Equity Inventory Turnover Total Assets Turnover Accounts Receivable Turnover Average Collection Period Gross Profit Margin Net Profit Margin Return on Total Assets (ROA) Return on Equity (ROE) = = = = = = = = = = = .

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Enter Weight Below Enter Rating Below 0.20 0.20 2 2 2 2 2 .20 0.20 0.20 0.20 0.20 0.20 0.20 0.20 3 3 2 3 4 EFE Matrix Enter Weight Below Enter Rating Below 0.

2.00 Enter Rating Below Enter Weight Below Wells Fargo Corporation Enter Rating Below Bank Of Amerika .

10 0.05 0.20 0.07 0.10 0.10 0.10 0.02 0.01 0.0.10 2 3 3 3 4 4 3 3 3 3 4 4 2 2 4 3 3 3 4 4 2 2 3 1 1.00 Enter Weight Below Enter Rating Below .05 0.10 0.

10 0.10 0.10 3 3 4 4 4 3 3 IFE Matrix Enter Weight Below Enter Rating Below 0.10 0.10 0.10 1 2 1 .10 0.0.10 0.10 0.10 0.

000.287.00 Stockholders' Equity Net Income $157.00 EPS $3.1.554.40 Shares Outstanding 5.000 Company Worth Share Price $34.000 .000.000 $18.000.897.

Click Here to View SWOT BCG Matrix IE Matrix 2 Division Company 3 Division Company Men 500 800 20 .WT Strategies.

Scroll over for 4 division company Space Matrix Ratings 5 5 6 7 7 7 6 6 .

6 7 Ratings -1 -2 -2 -1 -2 -3 -1 -1 -2 -2 Quadrant 1 Wells Fargo Corporation Quadrant 2 Quadrant 3 Quadrant 4 .

QSPM Strategy One Having a new brach Across the world Strategy Two Staying Home Country AS Ratings AS Ratings 4 3 4 3 2 0 0 0 2 1 2 2 1 0 0 0 .

0 0 0 0 AS Ratings AS Ratings 1 1 2 2 4 0 0 0 0 0 3 2 2 4 2 0 0 0 0 0 AS Ratings AS Ratings 4 3 3 3 1 1 1 1 .

3 3 3 0 0 0 2 1 2 0 0 0 AS Ratings AS Ratings 2 1 2 0 0 0 0 0 0 2 3 3 3 0 0 0 0 0 0 0 .

05 0. $65.000 Debt Financing Percent Amounted Needed $500 Interest Rate (decimal form) 0.00 508 .80 Stock Financing Percent 0.EBIT Recession $2.001 Boom Combination Financing (decimal form) $4.20 Tax Rate (decimal form) Current Shares Outstanding 0. THIS IS DONE FOR YOU.30 500 Share Price New Shares Outstanding DO NOT ENTER DATA IN "NEW SHARES OUTSTANDING" BOX.000 Normal $2.

Your Company Apple Historical Year 1 1990 $1 $2 $3 $4 $5 $6 $7 Top Competitor IBM Historical Year 2 Historical Year 3 Proforma Year 1 1991 $1 $2 $3 $4 $5 $6 $7 1992 $1 $2 $3 $4 $5 $6 $7 1993 $1 $2 $3 $4 $5 $6 $7 Proforma Year 2 1994 $1 $2 $3 $4 $5 $6 $7 Proforma Year 3 1995 $1 $2 $3 $4 $5 $6 $7 .

5 1994 0.7 0.7 0.7 0.5 1992 0.5 1991 0.7 0.$8 $9 $11 $22 $33 $44 $8 $9 $11 $22 $33 $44 $8 $9 $11 $22 $33 $44 $8 $9 $11 $22 $33 $44 $8 $9 $11 $22 $33 $44 $8 $9 $11 $22 $33 $44 Historical Year 1 1990 $2 $3 $4 $5 $6 $7 $8 $9 $11 $22 $33 $44 $55 Historical Year 2 Historical Year 3 1991 $2 $3 $4 $5 $6 $7 $8 $9 $11 $22 $33 $44 $55 1992 $2 $3 $4 $5 $6 $7 $8 $9 $11 $22 $33 $44 $55 Apple 1990 0.5 1995 0.7 0.5 .5 1993 0.7 0.

0 2.1 0.1 0.0 16060.1 0.9 0.9 0.Cost of Goods Sold) / Sales Net Income / Sales Net Income / Total Assets Net Income / Stockholders Equity .0 16060.0 -10.0 2.2 0.3 0.9 0.3 0.0 -10.2 0.0 16060.1 0.2 Current Assets / Current Liabilities (Current Assets .0 16060.2 0.0 2.0 0.2 0.7 0.0 0.0 2.0.Inventory) / Current Liabilities Long Term Debt / Equity Sales / Inventory Sales / Total Assets Sales / Accounts Receivable Accounts Receivable / (Sales/365) (Sales .7 0.9 0.0 0.0 -10.7 0.0 2.9 0.0 0.0 16060.0 -10.1 0.3 0.7 0.0 -10.3 0.0 16060.1 0.7 0.0 0.3 0.0 0.0 -10.2 0.9 0.0 2.7 0.3 0.

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Enter Rating Below Citygroup.Ink .

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000 Share Price $36.Top competitor or who you wish to acquire.000 . Stockholders' Equity Net Income ############# $4.00 EPS $3.000.59 Shares Outstanding 2.923.000.188.

3 Division Company Community Banking 15744 Wholesale Banking 11546 4 Division Compa Women 70 Children 10 .

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THIS IS DONE FOR YOU. .0 1.nancing (decimal form) Must Equal 1.0 ATA IN "NEW SHARES OX.

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6 .1990 0.8 0.6 1992 0.8 0.8 0.6 IBM 1991 0.

0 1.8 0.5 -10.8 0.5 0.5 0.3 0.3 0.8 0.0 10037.0 1.5 -10.8 0.5 0.0 10037.8 0.3 0.3 0.0.3 0.0 1.5 0.3 .5 -10.5 0.8 0.5 0.0 10037.

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4 Division Company Brokerage &Retirement 4198 Wealth 4198 .

06 0.20 0.30 0.10 2 3 3 3 4 4 3 3 3 3 4 4 0.30 0.01 0.80 0.10 0.10 0.20 0.10 0.20 0.21 0.90 .05 0.10 0.10 0.21 0.10 3 1 2 2 2 2 2 2 1 1 2 3 0.30 0.60 0.This sheet is protected Competitive Profile Matrix (CPM) Wells Fargo Bank Of Amerika Citygroup.15 0.02 0.40 0.05 0.40 0.02 0.45 2.10 0.10 0.40 0.05 0.10 0.40 0.10 0.00 3.03 0.Ink Corporation Weight Rating Score Rating Score Rating Score 0.63 1.08 0.10 0.15 0.14 0.30 0.30 0.20 0.20 0.04 0.07 0.30 Critical Success Factors Advertising Market Penetration Customer Service Store Locations R&D Employee Dedication Financial Profit Customer Loyalty Market Share Product Quality Top Management Price Competitiveness Totals 1.20 0.40 2 2 4 3 3 3 4 4 2 2 3 1 0.04 0.

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0 9.00 0.00 0 0.40 0. If data is missing here.00 0 0.00 2 2 0 0 0 0 0 0.40 0. 7.40 0. recheck the "START" page. Internal Factor Evaluation Matrix (IFE) Strengths 19th on the Fortune 500 list in 2010        Among the world’s most 50 respected companies in Barron’s  2010 Ranked #1 Green bank in Newsweek.00 0.00 0.30 0.20 4 0.40 0.00 2.00 1.20 2 0.30 0. 0 10.00 0 0.00 0. 3.00 0 0. 9. 2.20 3 0.. You may External Factor Evaluation Matrix (EFE) Opportunities 1.40 0. Acquisitions 2. 10.20 2 0. use the text wrap option under the "home" Tab on Excel 2007. 1.40 .00 0.60 0.60 0.10 3 4 0.00 Weight Rating Weighted Score 0. 0 Threats Competition Economic Slowdown Product Substitution Government Regulations/Changes Rising Rates/Inflation 0 0 0 0 0 TOTALS Weight Rating Weighted Score 0. This page is not protected so be careful.20 2 0. 2.00 0.20 0. If your text is not showing highlight it (be careful not to click).10 0.00 0. 6.00 0.40 0. 0 8.00 5.Do not enter any data on this page. Asset Leverage 3. 8.10 3 0.20 0.20 3 0.00 0.60 0.00 0 0. 3.00 0.00 0.80 0. Historically Low Rates 6. Emerging Markets 4.20 2 0. 4. 0 7.20 3 0. 5. Product / Service Expansion 5.00 0. 2009 Weight Rating Weighted Score 0.

10 1 0. 8.4.00 0 0.10 0.10 0.10 0.00 0 0.00 0.20 0.10 0. 6. 4. 0 10.00 0 0.10 0. 5. 0 9.00 0 0. 10.00 0 0. 9. 2.00 4 4 3 3 0 0 0 0. Unique Products 7.00 2.00 0.00 0 0. 0 Weaknesses Weak Asset Quality Limited International Presence Low Debit Card Market Hold 0 0 0 0 0 0 TOTALS 0.30 0. Asset Leverage 5.00 0.00 1.10 0.00 0.40 0. Weight Rating Weighted Score 0.00 0.00 0. 7.00 0.00 0 0.10 2 0.10 1 0.00 1. Reputation Management 8.00 0.40 0.30 0. 3.80 .00 0. Market Share Leadership 6.00 0.

Then expand the rows with your mouse if needed. You may have to click it three times. Return to Start .r the "home" Tab on Excel 2007.

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000.000.657.554.000.000 $155.758.940.000 Method Average Competitor Information Below Company Worth Analysis Stockholders' Equity Net Income x 5 (Share Price/EPS) x Net Income Number of Shares Outstanding x Share Price $23.996.345 Method Average .This sheet is protected Return to Start Company Worth Analysis Stockholders' Equity Net Income x 5 (Share Price/EPS) x Net Income Number of Shares Outstanding x Share Price $157.000 $41.000 $188.000 $20.695.228.750.485.914.000.000.000.000 $94.000 $47.964.382 $105.970.191.000.000 $179.

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High 1.Scroll down for 3 and 4 division BCG Don't worry about the axis spacing here.0 High +20 Star Relative Market Share Position Medium . This will look perfect in Word and PowerPoint.50 Industry Sales Medium 0 Growth Rate (Percentage) Cash Cow Low -20 .

50 Industry Sales Medium 0 Growth Rate (Percentage) Cash Cow Low -20 High 1.50 .High 1.0 High +20 Star Relative Market Share Position Medium .0 High +20 Star Relative Market Share Position Medium .

Industry Sales Medium 0 Growth Rate (Percentage) Cash Cow Low -20 .

This will look perfect in Word and PowerPoint.Return to START own for 3 and 4 division BCG here.0 Question Mark Profits 0 0 0 500 800 lative Market Share Position Medium .50 0 0 0 800 500 Dog . <Don't type in the red boxes below. this sheet is not protected so Low 0.

0 Community Banking Profit Remaning Profits WholesaleBanking .50 Question Mark Low 0.lative Market Share Position Medium .0 Men Profit Remaning Profits Women Profit Remaning Profits Dog Children Profit Remaning Profits lative Market Share Position Medium .50 Question Mark Low 0.

Profit Remaning Profits Dog Wealth Profit Remaning Profits Brokerage&Retirement Profit Remaning Profits .

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20 80 70 30 10 90 y Banking 15744 19942 .

11546 24140 4198 31488 &Retirement 4198 31488 .

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0 4.0 The Total IFE Weighted Scores Strong 4.0 II Weak 1.0 III High .0 I Average 2.0 III High 3.scroll down for 3 and 4 division IE Don't worry about axis spacing here.0 I Average 2.0 to 3.0 II Weak 1.99 to 2.0 4. <This sheet is not protected so be careful> Return to START The Total IFE Weighted Scores Strong 4. This will look perfect in Word and PowerPoint.99 to 2.99 to 1.0 VII VIII IX Low 1.0 IV V VI The EFE Total Medium Weighted Scores 2.0 to 3.99 to 1.

0 I Average 2.0 IV V VI The EFE Total Medium Weighted Scores 2.0 to 3.0 VII VIII IX Low .99 to 1.0 II Weak 1.0 III High 3.0 The Total IFE Weighted Scores Strong 4.3.99 to 2.0 IV V VI The EFE Total Medium Weighted Scores 2.0 4.0 VII VIII IX Low 1.

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FP 7 6 5 4 3 2 1 CP Conservative Aggressive -7 -6 -5 -4 -3 -2 -1 -1 -2 -3 -4 -5 -6 -7 1 2 3 4 5 Defensive SP Competitive Internal Analysis: Financial Position (FP) Return on Investment (ROI) Leverage Liquidity Working Capital Cash Flow Financial Position (FP) Average 5 5 6 7 7 6.<Do Not Type In The Red Boxes Below> IF they are Blank Click The Link Below. This page is not protected.0 External Analysis: Stability Position (SP) Rate of Inflation Technological Changes Price Elasticity of Demand Competitive Pressure Barriers to Entry into Market Stability Position (SP) Average Internal Analysis: Competitive Position (CP) Market Share -1 External Analysis: Industry Position (IP) Growth Potential . so you can really mes Move the Arrow and the box with your mouse.

protected, so you can really mess up the info in the red boxes. This page must be left unprotected so you can move the vector and box.

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Rapid Market Growth Quadrant II Quadrant I

Wells FargoCorporation

Weak Competitive Position

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Quadrant III Slow Market Growth

Quadrant IV

Return to Start Quadrant I Corporation Strong Competitive Position Quadrant IV .

Strengths 19th on the Fortune 500 list in 2010 Weight 0.40 0.20 0.00 1.00 0.00 0.00 0.00 0. 2. 4.20 0.00 0.00 0. 3.00 0.20 0. 10.20 0.40 0.20 0.20 0. 6.40 0.00 0.20 0.00 Weight 0.60 0.00 0.80 0. use the text wrap option under the "home" Tab on Excel 20 This page is not protected.20 0. Click here to Retu 1. so be careful. 4.00 0.20 0. 5.40 0.00 AS 2 1 2 2 1 0 0 0 0 0 AS 3 2 2 4 2 0 0 0 0 0 TAS 0.40 0.20 0.10 Having a new Staying Home brach Country Across the AS 4 TAS 0.00 0.80 0.80 0. 8. Opportunities Acquisitions Asset Leverage Emerging Markets Product / Service Expansion Historically Low Rates 0 0 0 0 0 Threats Competition Economic Slowdown Product Substitution Government Regulations/Changes Rising Rates/Inflation 0 0 0 0 0 Weight 0.00 0. 9.40 0. 5.20 0.60 0. 2.00 0.00 0.20 0.80 0.40 0.00 0.00 0.00 TAS 0. 9.40 AS 1 TAS 0. 10. scroll down 1. 7.00 Having a new Staying Home brach Country Across the AS 4 3 4 3 2 0 0 0 0 0 AS 1 1 2 2 4 0 0 0 0 0 TAS 0. 6.00 0.00 0.If your text is not showing highlight it (be careful not to click).00 0.40 0.00 0. 8. 7.00 0.00 0.40 0. 3.00 0.00 TAS 0.20 0.00 0.20 0.60 0.10 .

10 0.20 0.10 0. 4.00 0.00 TAS 0. 2. 10. 7.30 0.00 0.10 0.30 0.00 0.00 0. 0 9.10 0. 9.10 0.00 0.30 0. Market Share Leadership 6.00 0.30 0.00 0.00 0.10 0. 0 Weaknesses Weak Asset Quality Limited International Presence Low Debit Card Market Hold 0 0 0 0 0 0 0.00 0. TOTALS 7.30 0.00 Weight 0.00 0. Ranked #1 Green bank in Newsweek. 5.10 0.00 0.00 3 3 3 3 3 3 0 0 0 AS 2 1 2 0 0 0 0 0 0 2 0.20 0.00 0.00 0.00 0.00 0.        Among the world’s most 50 respected companies in Barron’s  2010 3. 8.00 0.00 0.10 0.30 0. Unique Products 7. Reputation Management 8.20 0.90 6. 6.30 0.10 0.10 0.20 0.00 0.10 0.00 1. Asset Leverage 5.30 0.2.00 0.00 0.00 0.10 0.00 0.00 0.00 0.10 0. 3.00 . 0 10.30 0.00 1 1 1 2 1 2 0 0 0 AS 3 3 3 0 0 0 0 0 0 0 0.00 TAS 0. 2009 4.10 0.

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Add your information below. SO Strategies 1 2 3 4 ST Strategies 1 2 3 4 WO Strategies 1 2 3 4 WT Strategies 1 2 3 4 .

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783 500 5.383 500 2.000 25 3.786 502 5.001 0 0 2.800 508 5.000 5 1.386 502 2.52 Recession $2.This page is protected.76 Boom $4.000 0 4.000 5 3.000 20 1.001 25 1.001 600 600 1.77 Debt Financing Normal $2.194 2.76 Boom $4.975 1.996 599 1.383 500 2.995 1.001 20 1.797 506 5.397 506 2. EBIT Interest EBT Taxes EAT # Shares EPS Common Stock Financing Recession Normal $2.387 502 2.981 594 1.976 593 1.980 1.76 2.193 2.200 2.76 Boom $4.400 1.975 593 1.76 20 Percent Stock Normal $2.199 2.397 506 2.53 .000 1.000 20 3.57 EBIT Interest EBT Taxes EAT # Shares EPS Recession $2.401 508 508 2.980 594 1.76 Boom $4.001 5 1.77 80 Percent Stock Normal $2.000 25 1.000 $2.55 Recession $2.995 599 1.000 2.

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EPS-EBIT Graph
6.00 5.00 4.00 3.00 2.00 1.00 0.00 $2,000 $2,001 $4,000 Debt Financing Common Stock Financing

Revenue (in millions) $3 $2 $2 $1 $1 $0 1990 1991 1992 Apple 1993 IBM 1994 1995 $3 $2 $2 $1 $1 $0 Net Income (in millions) $4 $3 $3 $2 $2 $1 $1 $0 1990 1991 1992 Apple 1993 IBM 1994 1995 $4 $3 $3 $2 $2 $1 $1 $0 Assets (in millions) $5 $4 $4 $3 $3 $2 $2 $1 $1 $0 1990 1991 1992 1993 1994 1995 $5 $4 $4 $3 $3 $2 $2 $1 $1 $0 .

1990 1991 1992 Apple 1993 IBM 1994 1995 Liabilities (in millions) $6 $5 $4 $3 $2 $1 $0 1990 1991 1992 Apple 1993 IBM 1994 1995 $6 $5 $4 $3 $2 $1 $0 Cash (in millions) $6 $6 $6 $6 $5 $5 $5 $5 $5 $4 1990 1991 1992 Apple 1993 IBM 1994 1995 $6 $6 $6 $6 $5 $5 $5 $5 $5 $4 Goodwill + Intangibles (in millions) $7 $7 $7 $7 $6 $6 $6 $6 $6 $7 $7 $7 $7 $6 $6 $6 $6 .

$6 $6 $5 1990 1991 1992 Apple 1993 IBM 1994 1995 $6 $6 $5 Inventory (in millions) $8 $8 $8 $8 $7 $7 $7 $7 $7 $6 1990 1991 1992 Apple 1993 IBM 1994 1995 $8 $8 $8 $8 $7 $7 $7 $7 $7 $6 Long Term Debt (in millions) $9 $9 $9 $9 $8 $8 $8 $8 $8 $7 1990 1991 1992 Apple 1993 IBM 1994 1995 $9 $9 $9 $9 $8 $8 $8 $8 $8 $7 Stockholders' equity (in millions) $12 $10 $8 $6 $4 $12 $10 .

$4 $2 $0 1990 1991 1992 Apple 1993 IBM 1994 1995 Cost of Goods Sold (in millions) $25 $20 $15 $10 $5 $0 1990 1991 1992 Apple 1993 IBM 1994 1995 Current Assets (in millions) $35 $30 $25 $20 $15 $10 $5 $0 1990 1991 1992 Apple 1993 IBM 1994 1995 $35 $30 $25 $20 $15 $10 Current Liabilities (in millions) $50 $40 $30 $50 $40 $30 .

$30 $20 $10 $0 1990 1991 1992 Apple 1993 IBM 1994 1995 $30 $20 $10 Accounts Receivable (in millions) $60 $50 $40 $30 $20 $10 $0 1990 1991 1992 Apple 1993 IBM 1994 1995 $60 $50 $40 $30 $20 $10 .

Revenue (in millions) $3 $2 $2 $1 $1 $0 1990 1991 1992 Apple 1993 IBM 1994 1995 Click Here to Return to Start Net Income (in millions) $4 $3 $3 $2 $2 $1 $1 $0 1990 1991 1992 Apple 1993 IBM 1994 1995 Assets (in millions) $5 $4 $4 $3 $3 $2 $2 $1 $1 $0 1990 1991 1992 1993 1994 1995 .

1990

1991

1992 Apple

1993 IBM

1994

1995

Liabilities (in millions)
$6 $5 $4 $3 $2 $1 $0 1990 1991 1992 Apple 1993 IBM 1994 1995

Cash (in millions)
$6 $6 $6 $6 $5 $5 $5 $5 $5 $4 1990 1991 1992 Apple 1993 IBM 1994 1995

Goodwill + Intangibles (in millions)
$7 $7 $7 $7 $6 $6 $6 $6

$6 $6 $5 1990 1991 1992 Apple 1993 IBM 1994 1995

Inventory (in millions)
$8 $8 $8 $8 $7 $7 $7 $7 $7 $6 1990 1991 1992 Apple 1993 IBM 1994 1995

Long Term Debt (in millions)
$9 $9 $9 $9 $8 $8 $8 $8 $8 $7 1990 1991 1992 Apple 1993 IBM 1994 1995

Stockholders' equity (in millions)
$12 $10 $8 $6

$6 $4 $2 $0 1990 1991 1992 Apple 1993 IBM 1994 1995

Cost of Goods Sold (in millions)
$25 $20 $15 $10 $5 $0 1990 1991 1992 Apple 1993 IBM 1994 1995

Current Assets (in millions)
$35 $30 $25 $20 $15 $10 $5 $0 1990 1991 1992 Apple 1993 IBM 1994 1995

Current Liabilities (in millions)
$50 $40 $30

$30 $20 $10 $0 1990 1991 1992 Apple 1993 IBM 1994 1995 Accounts Receivable (in millions) $60 $50 $40 $30 $20 $10 $0 1990 1991 1992 Apple 1993 IBM 1994 1995 .

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7 0.4 0.6 0.0 Long Term Debt to Equity Ratio 0.0 0.0 0.0 0.5 0.1 0.0 Total Assets Turnover Ratio 0.9 0.0 0.8 0.7 0.0 .0 0.3 0.4 0.2 0.7 0.2 0.Click here to Return Current Ratio 0.2 0.9 0.6 0.0 0.8 0.6 1990 1991 1992 Apple 1993 IBM 1994 1995 0.1 0.8 0.1 0.2 0.7 0.8 1990 1991 1992 Apple 1993 IBM 1994 1995 0.8 0.9 0.5 0.6 0.1 0.3 0.3 0.3 0.7 0.

3 0.8 0.0 8000.0 2000.0 Net Profit Margin Ratio 2.7 0.7 0.0 0.1 0.0 0.3 0.2 .7 0.5 2.0 1990 1991 1992 Apple 1993 IBM 1994 1995 -10.6 ROE 0.0.0 1.0 0.5 0.0 1990 1991 1992 Apple 1993 IBM 1994 1995 0.6 0.0 Average Collection Period Ratio 18000.7 0.0 12000.0 14000.0 6000.0 16000.0 10000.5 1.0 0.0 1990 1991 1992 Apple 1993 IBM 1994 1995 0.0 4000.7 0.0 -12.

0.1 0.2 0.0 1990 1991 1992 Apple 1993 IBM 1994 1995 .1 0.2 0.

2 0.0 1990 1991 1992 Apple 1993 IBM 1994 1995 Inventory Turnover Ratio 0.5 0.2 0.6 0.0 0.0 0.4 0.0 0.1 0.3 0.0 0.3 0.0 0.3 0.2 0.Click here to Return to Start Page Quick Ratio 0.0 1990 1991 1992 Apple 1993 IBM 1994 1995 Accounts Receivable Turnover Ratio 0.0 0.1 0.0 .1 0.

6 0.0 Apple IBM 1991 1992 1993 1994 1995 ROA 0.0 1990 1991 1992 Apple 1993 IBM 1994 1995 Gross Profit Margin Ratio 0.0 -4.7 0.0 -8.0 0.0.0 -10.7 0.0 -6.0 1990 -2.0 0.0 -12.7 0.7 0.7 0.8 0.6 1990 1991 1992 Apple 1993 IBM 1994 1995 .