Pearson Format For Strama Paper

INSTITUTE OF ACCOUNTS,
BUSINESS AND FINANCE
FINAL OUTPUR PAPER
2ND SEMESTER
AY 2020 – 2021
STRATEGIC MANAGEMENT
PLAN
For
Name of Company
Group Members:
1
Copyright © 2017 Pearson Education Limited
SAMPLE FORMAT
A. Case Abstract
Headquartered in _________________________________________________________. The company has
locations in 23 countries. Many of its shops/stores/branches are _____________________________________.
The shops/stores/branches are_______________________________________. The company supply chain
provides ______________________________________. Total revenues reported in fiscal year end
of_______________ was __________million with about _________ percent of revenues derived from
________________________.
B. Vision Statement
(actual)
(proposed)
C. Mission Statement
(actual)
(proposed)
D. External Audit
Opportunities
1.
-
-
-
-
-
10.
Threats
1.
-
-
-
-
-
10.
2
Competitive Profile Matrix
Critical Success Factors Weight Rating Score Rating Score Rating Score
Totals 1.00
Analysis:
EFE Matrix
Opportunities Weight Rating Weighted Score

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
3
Threats Weight Rating Weighted Score
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
TOTALS 1.00
Analysis:
E. Internal Audit
Strengths
1.
-
-
-
-
-
10.
4
Weaknesses
1.
-
-
-
-
-
10.
Financial Ratio Analysis
Current Ratio
Quick Ratio
Long Term Debt / 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)
Net Worth Analysis (in millions)
Stockholders' Equity - (Goodwill + Intangibles)

Net Income x 5
(Share Price/EPS) x Net Income
Number of Shares Outstanding x Share Price
Method Average
Stockholders' Equity - (Goodwill + Intangibles)

Net Income x 5
(Share Price/EPS) x Net Income
Number of Shares Outstanding x Share Price
Method Average
5
IFE Matrix
Strengths Weight Rating Weighted Score

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Weaknesses Weight Rating Weighted Score

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
TOTALS 1.00
Analysis:
6
F. SWOT/TOWS STRATEGY
SO Strategies
1.
2.
3.
WO Strategies
1.
2.
3.
ST Strategies
1.
2.
3.
WT Strategies
1.
2.
3.
7
G. SPACE Matrix
FP
Conservative Aggressive
7
X = -0.6 3
Y = 0.6
2
CP IP
-7 -6 -5 -4 -3 -2 -1 1 2 3 4 5 6 7
-1
-2
-3
-4
-5
-6
-7
Defensive
Competitive
SP
Financial Position (FP) Stability Position (SP)

Debt Ratio Competitive Pressure
Return on Total Assets (ROA) Industry Margins
Return on Equity (ROE) Product Demand
EPS Product Line Diversity
Current Ratio Replacement Products
Financial Position (FP) Average Stability Position (SP) Average
Competitive Position (CP) Industry Position (IP)

Doughnut Market Share Growth Potential
Coffee Market Share Coffee Supply
Pric e Competitiveness Ease of Entry into Market
Product Variety Profit Potential
Customer Loyalty Nutritional Offerings
Competitive Position (CP) Average Industry Position (IP) Average
Analysis:
8
H. Grand Strategy Matrix
RapidMarket Growth
Quadrant II Quadrant I
Weak Strong
Competitive Competitive
Position Position
Quadrant III Quadrant IV
Slow Market Growth
Analysis:
9
I. The Internal-External (IE) Matrix
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 III
High
3.0 IV V VI
1
The
EFE
Total Medium
Weighted
Scores
2.0 VII VIII IX
3 4
Low
1.0
Analysis:
10
J. BCG
Relative Market Share Position
High Medium Low
1.0 .50 0.0
High +20 Star Question Mark
3
Industry
Sales
Growth Medium 0 Cash Cow Dog
Rate
(Percentage)
4
Low -20
Analysis:
11
K. QSPM
Open Develop
__________ ________
__________ ________
__________ ________
Opportunities Weight AS TAS AS TAS

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
12
Threats Weight AS TAS AS TAS
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Open Develop
__________ _________
__________ _________
__________ _________
Strengths Weight AS TAS AS TAS

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
13
Weaknesses Weight AS TAS AS TAS
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
TOTALS
Analysis:
L. Recommendations (Base on the strategies as reflected from various

matrices)
1.
2.
3.
4.
5.
M. Ratio Analysis
Example:
Amount Needed: $100
Stock Price: $17.30
Shares Outstanding: 64
Interest Rate: 5%
Tax Rate: 37%
14
N. Final Recommendation and Conclusion (at least three paragraphs)
This is the overall view of the case. All the salient points from A to K.
15

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INSTITUTE OF ACCOUNTS,

BUSINESS AND FINANCE

FINAL OUTPUR PAPER

Opportunities Weight Rating Weighted Score

Financial Ratio Analysis

Net Worth Analysis (in millions)

Stockholders' Equity - (Goodwill + Intangibles)

Stockholders' Equity - (Goodwill + Intangibles)

Strengths Weight Rating Weighted Score

Weaknesses Weight Rating Weighted Score

Financial Position (FP) Stability Position (SP)

Financial Position (FP) Average Stability Position (SP) Average

Competitive Position (CP) Industry Position (IP)

Competitive Position (CP) Average Industry Position (IP) Average

Quadrant III Quadrant IV

Slow Market Growth

2.0 VII VIII IX

Opportunities Weight AS TAS AS TAS

Strengths Weight AS TAS AS TAS

L. Recommendations (Base on the strategies as reflected from various

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