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Copyright 2008 All Rights Reserved

Khursheed Yusuf

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 that you enter ten of each, no more, no
less.

2.
After entering in ten opportunities and ten threats, scroll down the page and
enter in the weight you want to assign each one. Be sure to check the
bottom of the "Enter Weight Below" column, to make sure your sum
weight is equal to 1.00.

3.
After entering in the weights, then enter a corresponding rating in the
"Enter Rating Below" column. The coding scheme is provided below:

1 = "response is poor"
2 = "response is average"
3 = "response is above average"
4 = "response is superior"

Enter Ten Opportunities Below

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.

Enter Ten Threats Below

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.

<DON'T TYPE IN THE WHITE SPACE BELOW. IF IT IS BLANK,


RECHECK THE LIGHT GREEN SPACE ABOVE>

Enter Weight
Below
Opportunities

1. 0
2. 0
3. 0
4. 0
5. 0
6. 0
7. 0
8. 0
9. 0
10. 0

Enter Weight
Threats Below

1. 0
2. 0
3. 0
4. 0
5. 0
6. 0
7. 0
8. 0
9. 0
10. 0

0.00

Instructions for Competitive Profile Matrix (CPM)


<ONLY ENTER DATA IN THE LIGHT GREEN BOXES>

1.
To perform the CPM, enter in twelve critical success factors. You may use
some of the factors listed below if you like. For purposes of this Template,
it is vital you have twelve factors, no more, no less. The factors will
appear flush left in the matrix

2.
After entering in twelve critical success factors, enter in the weight you
want to assign to each one. Be sure to check the bottom of the "Enter
Weight Below" column, to make sure that your sum weight is equal to
1.00.

3. After entering in your weights, Type the name of your company and two
other competitors in the corresponding boxes.

4.
After entering in the weights and identifying your company and two rival
firms, then enter in a corresponding rating in the "Enter Rating Below"
column for your firm and each competitor. The coding scheme is provided
below.

Enter Weight
Below
0.00

1 = "major weaknesses"
2 = "minor weaknesses"
3 = "minor strength"
4 = "major strength"

Congratulations, you may now move on to the "NEXT" sheet


Enter Rating
Below

Enter Rating
Below
nestle Ul K& N
INSTRUCTIONS FOR INTERNAL AUDIT
<ONLY ENTER DATA IN THE LIGHT GREEN BOXES>
1.
To perform an Internal Audit, enter in ten strengths and ten weaknesses
For purposes of this Template, it is vital you have ten of each, no more, no
less.

2.
After entering in ten strengths and ten weaknesses, scroll down the page
and enter in 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 sum
weight equals 1.00.

3.
After entering in the weights, then enter a corresponding rating for each
factor in the "Enter Rating Below" column. The coding scheme is
provided below: 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"

Enter Ten Strengths Below

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.

Enter Ten Weaknesses Below

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.

<DON'T TYPE IN THE WHITE SPACE BELOW. IF IT IS BLANK,


RECHECK THE LIGHT GREEN SPACE ABOVE>

Strengths

1. 0
2. 0
3. 0
4. 0
5. 0
6. 0
7. 0
8. 0
9. 0
10. 0

Weaknesses

1. 0
2. 0
3. 0
4. 0
5. 0
6. 0
7. 0
8. 0
9. 0
10. 0
INSTRUCTIONS FOR COMPANY WORTH
<ONLY ENTER DATA IN THE LIGHT GREEN BOXES>
1.
To perform the company worth analysis, enter financial information you
are prompted for in the boxes to the right and press enter. Everything is
calculated automatically and posted into the Matrix.

2.
Hints are provided below on where to find information. I suggest you use
www.investor.stockpoint.com to locate this data unless otherwise noted.

Stockholders Equity - Can be found on the Balance Sheet


Net Income - Can be found on the Income Statement
Share Price - Can be found on Yahoo Finance
EPS - Can be found on Yahoo Finance
Shares Outstanding - Can be found on the Balance Sheet

INSTRUCTIONS FOR BCG and IE Matrix


<ONLY ENTER DATA IN THE LIGHT GREEN BOXES>
1.

The template assumes a two-division company. To derive this segment


data, enter in the corresponding profits you are prompted for in the boxes
to the right and press enter. Also, change the division name to match your
case (The example is for domestic and international.) Revenues (sales) of
each division determine size of circles. Pie slices, based on profit
contributed by each division are automatically calculated and labeled

2.
After finishing Step 1, click on the BCG link to the right. Once there click
on the circle. Here you can adjust the size of the circle (the larger the size
circle, the more revenue that segment earns) as well as move the circle into
the quadrant you desire. Don't worry about the "light green warning" when
adjusting the circles.

3.
After finishing Step 2, click on the IE matrix link to the right. Then
perform the same task you performed for the BCG. Also, be sure to type in
your company name in the right quadrant according to your EFE and IFE
scores. These may be found on the EFE-IFE tab. Don't worry about the
"light green warning" when adjusting the circles.

Profits

INSTRUCTIONS FOR SPACE Matrix


<ONLY ENTER DATA IN THE LIGHT GREEN BOXES>
1.
The template assumes you are using five factors for each dimension (axis)
Financial Strength (FS), Environmental Stability (ES), Competitive
Advantage (CA), and Industry Strength (IS).

2.
Enter in the five factors you wish to use each for FS, ES, CA, and IS and
the corresponding rating each factor should receive. You may use the
factors provided here, or you may use your own. The calculations are done
automatically and the rating scale is provided below:
3.

After finishing Step 2, click on the SPACE Link to your right. Then move
the box to plot the location derived from step two. These numbers will be
located to the left of the SPACE Matrix on the SPACE page. After moving
the box to the corresponding area, then click the arrow portion of the vector
and move it so the arrow goes though the box. Don't worry about the "light
green warning" when adjusting the box and vector

FS and IS
Positive 1 (worst) to Positive 6 (best)

CA and ES
Negative 1 (best) to Negative 6 (worst)

Financial Strength (FS)

Industry Strength (IS)

Competitive Advantage (CA)

Environmental Stability (ES)


INSTRUCTIONS FOR GRAND Matrix
<ONLY ENTER DATA IN THE LIGHT GREEN BOXES>
1.
Click on the GRAND Link Below and Type Your Company in the
Appropriate Quadrant

Grand

INSTRUCTIONS FOR QSPM Matrix


<ONLY ENTER DATA IN THE LIGHT GREEN BOXES>

1.
To perform a QSPM, enter two strategies in the corresponding green boxes
below.

2.

After entering in your strategies, then rate each strategy based on the
strengths, weaknesses, opportunities, and threats. Work row by row to
develop a QSPM, not column by column. Do not assign each strategy the
same AS score for a particular strength, weakness, opportunity, or threat.
Assign 0's (zero's) across a row to indicate a particular factor not affecting
the choice being made between the strategies. Do NOT rate one AS a 0
then rate another AS 1, 2, 3, or 4. If one AS gets a 0, the other AS
MUST also get a zero. The coding scheme is provided below.

1 = Not attractive
2 = Somewhat attractive
3 = Reasonably attractive
4 = Highly attractive

Opportunities

1. 0
2. 0
3. 0
4. 0
5. 0
6. 0
7. 0
8. 0
9. 0
10. 0

Threats

1. 0
2. 0
3. 0
4. 0
5. 0
6. 0
7. 0
8. 0
9. 0
10. 0

Strengths

1. 0
2. 0
3. 0
4. 0
5. 0
6. 0
7. 0
8. 0
9. 0
10. 0

Weaknesses

1. 0
2. 0
3. 0
4. 0
5. 0
6. 0
7. 0
8. 0
9. 0
10. 0
INSTRUCTIONS FOR EPS - EBIT
<ONLY ENTER DATA IN THE LIGHT GREEN BOXES>
1.
To perform an EPS - EBIT Analysis, enter in the corresponding data in the
light green boxes to your right. Everything else is calculated
automatically, Including the EPS - EBIT Chart.

INSTRUCTIONS FOR SWOT

1.
To perform the SWOT, click on the link below and type your strategies in
the matrix. Be sure not to type over the strengths, weaknesses,
opportunities, and threats already shown in the matrix.

SWOT
Enter Weight Enter Rating
Below Below

Enter Weight Enter Rating


Below Below
0.00

Stockholders
Equity Net Income

Share Price EPS

Shares
Outstanding

357,400,000
BCG

IE Matrix
SPACE

Ratings

Ratings
AS TAS

AS Ratings AS Ratings
AS AS

AS Ratings AS Ratings

AS AS
EBIT

Recession Normal Boom

Interest Rate
Amount Needed (decimal form)

Tax Rate (decimal Average Shares


form) Outstanding

New Shares
Share Price Outstanding
DO NOT ENTER DATA IN "NEW SHARES
OUTSTANDING" BOX. THIS IS DONE FOR YOU.
DATA IN "NEW SHARES
BOX. THIS IS DONE FOR YOU.
Do not enter any data on this page. If
data is missing here, recheck the
"START" page.

Competitive Profile Matrix (CPM)


nestle Ul K& N
Critical Success Factors Weight Rating Score Rating Score Rating Score
0 0.00 0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00 0 0.00
0 0.00 0 0.00 0 0.00 0 0.00
Totals 0.00 0.00 0.00 0.00
Do not enter any data on this page. If data is
missing here, recheck the "START" page.

External Factor Evaluation Matrix (EFE)


Opportunities Weight Rating Weighted Score
1. 0 0.00 0 0.00
2. 0 0.00 0 0.00
3. 0 0.00 0 0.00
4. 0 0.00 0 0.00
5. 0 0.00 0 0.00
6. 0 0.00 0 0.00
7. 0 0.00 0 0.00
8. 0 0.00 0 0.00
9. 0 0.00 0 0.00
10. 0 0.00 0 0.00

Threats Weight Rating Weighted Score


1. 0 0.00 0 0.00
2. 0 0.00 0 0.00
3. 0 0.00 0 0.00
4. 0 0.00 0 0.00
5. 0 0.00 0 0.00
6. 0 0.00 0 0.00
7. 0 0.00 0 0.00
8. 0 0.00 0 0.00
9. 0 0.00 0 0.00
10. 0 0.00 0 0.00
TOTALS 0.00 0.00
Internal Factor Evaluation Matrix (IFE)
Strengths Weight Rating Weighted Score
1. 0 0.00 0 0.00
2. 0 0.00 0 0.00
3. 0 0.00 0 0.00
4. 0 0.00 0 0.00
5. 0 0.00 0 0.00
6. 0 0.00 0 0.00
7. 0 0.00 0 0.00
8. 0 0.00 0 0.00
9. 0 0.00 0 0.00
10. 0
0.00 0 0.00

Weaknesses Weight Rating Weighted Score


1. 0 0.00 0 0.00
2. 0 0.00 0 0.00
3. 0 0.00 0 0.00
4. 0 0.00 0 0.00
5. 0 0.00 0 0.00
6. 0 0.00 0 0.00
7. 0 0.00 0 0.00
8. 0 0.00 0 0.00
9. 0 0.00 0 0.00
10. 0 0.00 0 0.00
TOTALS 0.00 0.00
Company Worth Analysis (year-end 2001 2002 2003 average)

Stockholders Equity $0
Net Income x 5 $0
(Share Price/EPS) x Net Income #DIV/0!
Number of Shares Outstanding x Share Price $0
Method Average #DIV/0!
Back to NEXT Page

Don't worry about the axis spacing here. This will look perfect in Word and PowerPo

Relative Market Share Position


High Medium
1.0 .50
High+20 Star

Industry
Sales
Growth Medium 0 Cash Cow
Rate
(Percentage)

Low -20
Return to NEXT Page
g here. This will look perfect in Word and PowerPoint.

<Don't type in the white boxes below>


lative Market Share Position
Medium Low
.50 0.0
Question Mark
Profits
Domestic Division
Domestic Profit 0
International Profit 0

International Division
International Profit 0
Domestic Profit 0

Dog
Don't worry about axis spacing here. This will look perfect in Word and PowerPoint.

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The Total IFE Weighted Scores


Strong Average Weak
4.0 to 3.0 2.99 to 2.0 1.99 to 1.0
4.0 I II

High

3.0 IV V

The
EFE
Total Medium
Weighted
Scores

2.0 VII VIII

Low
1.0
l look perfect in Word and PowerPoint.

ghted Scores
e Weak
2.0 1.99 to 1.0
III

VI

IX
<Do Not Type In The White Boxes Below> IF they are Blank Click The Link Below.

Ratings

FS
Conservative Aggressive
6

CA
-6 -5 -4 -3 -2 -1 1 2 3 4
-1

-2
X Plot
0 -3

-4

-5
Y Plot
0 -6
Defensive Competitive
ES

Financial Strength (FS) Environmental Stability (ES)


0 0 0
0 0 0
0 0 0
0 0 0
0 0 0

Financial Strength (FS) Average 0 Environmental Stability (ES) Average

Competitive Advantage (CA) Industry Strength (IS)


0 0 0
0 0 0
0 0 0
0 0 0
0 0 0

Competitive Advantage (CA) Average 0 Environmental Stability (ES) Average


The Link Below.

Aggressive

IS
5 6

Competitive

Stability (ES)
0 0
0 0
0 0
0 0
0 0

Stability (ES) Average 0

th (IS)
0 0
0 0
0 0
0 0
0 0

Stability (ES) Average 0


Return to NEXT Page

Rapid Market Growth

Quadrant II Quadrant I

Weak
Competitive
Position

Quadrant III Quadrant IV

Slow Market Growth


urn to NEXT Page

Quadrant I

Strong
Competitive
Position

Quadrant IV
Type ONLY in the Strategy boxes. Be sure not to type over the
Strengths, Weaknesses, Opportunities, and Threats.

Strengths - S
1. 0 1.
2. 0 2.
3. 0 3.
4. 0 4.
5. 0 5.
6. 0 6.
7. 0 7.
8. 0 8.
9. 0 9.

10. 0 10.

Opportunities - O SO Strategies
1. 0 1. 1.
2. 0 2. 2.
3. 0 3.
4. 0
5. 0
6. 0
7. 0
8. 0
9. 0
10. 0

Threats - T ST Strategies
1. 0 1. 1.
2. 0 2. 2.
3. 0
4. 0
5. 0
6. 0
7. 0
8. 0
9. 0
10. 0
Weaknesses - W
0
0
0
0
0
0
0
0
0

WO - Strategies

WT - Strategies
Opportunities Weight AS TAS AS TAS
1. 0 0.00 0 0.00 0 0.00
2. 0 0.00 0 0.00 0 0.00
3. 0 0.00 0 0.00 0 0.00
4. 0 0.00 0 0.00 0 0.00
5. 0 0.00 0 0.00 0 0.00
6. 0 0.00 0 0.00 0 0.00
7. 0 0.00 0 0.00 0 0.00
8. 0 0.00 0 0.00 0 0.00
9. 0 0.00 0 0.00 0 0.00
10. 0 0.00 0 0.00 0 0.00

Threats Weight AS TAS AS TAS


1. 0 0.00 0 0.00 0 0.00
2. 0 0.00 0 0.00 0 0.00
3. 0 0.00 0 0.00 0 0.00
4. 0 0.00 0 0.00 0 0.00
5. 0 0.00 0 0.00 0 0.00
6. 0 0.00 0 0.00 0 0.00
7. 0 0.00 0 0.00 0 0.00
8. 0 0.00 0 0.00 0 0.00
9. 0 0.00 0 0.00 0 0.00
10. 0 0.00 0 0.00 0 0.00

Strengths Weight AS TAS AS TAS


1. 0 0.00 0 0.00 0 0.00
2. 0 0.00 0 0.00 0 0.00
3. 0 0.00 0 0.00 0 0.00
4. 0 0.00 0 0.00 0 0.00
5. 0 0.00 0 0.00 0 0.00
6. 0 0.00 0 0.00 0 0.00
7. 0 0.00 0 0.00 0 0.00
8. 0 0.00 0 0.00 0 0.00
9. 0 0.00 0 0.00 0 0.00
10. 0 0.00 0 0.00 0 0.00

Weaknesses Weight AS TAS AS TAS


1. 0 0.00 0 0.00 0 0.00
2. 0 0.00 0 0.00 0 0.00
3. 0 0.00 0 0.00 0 0.00
4. 0 0.00 0 0.00 0 0.00
5. 0 0.00 0 0.00 0 0.00
6. 0 0.00 0 0.00 0 0.00
7. 0 0.00 0 0.00 0 0.00
8. 0 0.00 0 0.00 0 0.00
9. 0 0.00 0 0.00 0 0.00
10. 0 0.00 0 0.00 0 0.00
TOTALS 0.00 0.00
1.00

0.80
1.00

0.80

0.60

EPS
0.40

0.20

(0.00)

(0.20)
0
Common Stock Financing Debt Financing
Recession Normal Boom Recession Normal Boom
EBIT 0 0 0 0 0 0
Interest 0 0 0 0 0 0
EBT 0 0 0 0 0 0
Taxes 0 0 0 0 0 0
EAT 0 0 0 0 0 0
# Shares 0 0 0 0 0 0
EPS #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

70 Percent Stock - 30 Percent Debt 70 Percent Debt - 30 Percent Stock


Recession Normal Boom Recession Normal Boom
EBIT 0 0 0 0 0 0
Interest 0 0 0 0 0 0
EBT 0 0 0 0 0 0
Taxes 0 0 0 0 0 0
EAT 0 0 0 0 0 0
# Shares #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
EPS #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

Row 20
EPS/EBIT Chart Row 20
1.00 Row 43
Row 43
0.80
Row 20
EPS/EBIT Chart Row 20
1.00 Row 43
Row 43
0.80

0.60
EPS

0.40

0.20

(0.00)

(0.20)
0 0 0
EBIT