A705 PRESCRIBED CASE FORMAT ____________________________________________________________

PRESCRIBED FORMAT of the COVER PAGE of the

University of San Jose-Recoletos

Accountancy and Finance Department

CASE NO. 1

LEGO

Submitted to
Dr. Rosemarie V. Jacalan, CPA
October, 21, 2022

Submitted by
Group 5
Araneta, Charlotte Louise
Camposo, Hanna
Catamco, Briza
Suarez,

Names of Students (alphabetical order)

(Last Name, First Name Middle Initial

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A705 PRESCRIBED CASE FORMAT ____________________________________________________________

CASE ANALYSIS
PRESCRIBED FORMAT of the CASE REPORT/CASE PRESENTATION

EXECUTIVE SUMMARY STATEMENT1

(Note: The executive summary statement, no more than one page in length, must
clearly state what you recommend and the 1 or 2 most important reasons why. This
summary statement will become the first sheet of your report. Although it will be
presented as the first page of the written case analysis, this will have to be written
last, in order to be sure that it is as thorough and convincing as possible.)

1.0 STATEMENT of the PROBLEM/S and STRATEGIC ISSUES

(Note: It is crucial early on in the case report that you provide a sharply focused
diagnosis of key problem(s)---primary and secondary---and strategic issues of the
company/corporation.)

2.0 VISION and MISSION STATEMENTS and CORE VALUES/CORE

PRINCIPLES

2.1 VISION : "Inventing the future of play"

2.2 MISSION : "Inspire and develop the builders of tomorrow"
2.3 VISION: The company distinguishes itself to be the future of innovative
play by integrating educational and creative growth for children young
at age and at heart. Unlike most toy companies that highlight
profitability, LEGO focuses on sustainability by strategically adapting
trends and technologies which appraise its market value.
MISSION: The company’s purpose is to ensure an inclusive community
dedicated to keeping the stakeholder's security safe and well-
grounded. Of course, to be a dynamic market leader, the company
should establish profound brand awareness through charitable
programs while empowering employees by keeping a culture-sensitive
and workforce-centered environment.

2.4 Proposed Vision and Mission Statements and Core Values/Core

Principles

3.0 STATEMENT of QUALITATIVE and QUANTITATIVE OBJECTIVES (that must

be time-bound)

3.1 Financial Objectives

1 Often in the business world, busy managers will refuse to read reports that are not accompanied by such
summaries. Furthermore, the busiest managers may not even read anything but the summaries of reports.
Regardless of the culture, the summary, clearly, is important.

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3.2 Strategic Objectives

4.0 ASSESSMENT/ANALYSIS of the EXTERNAL ENVIRONMENT

4.1 Assessment of the Firm’s Current and Projected Opportunities and

Threats

4.1.1 Economic Forces

4.1.2 Social, Cultural, and Demographic Forces
4.1.3 Environmental/Ecological Factors
4.1.4 Political, Governmental, and Legal Forces
4.1.5 Technological Forces
4.1.6 Porter’s Five Forces
4.2 The External Factor Evaluation (EFE) Matrix
4.3 The Competitive Profile Matrix (CPM)

5.0 ASSESSMENT/ANALYSIS of the INTERNAL ENVIRONMENT

5.1 Profile of Current Strategy

5.1.1 Concept of Business

5.1.2 Concept of Competition
5.1.3 Company Self-Concept

5.2 Assessment of the Firm’s Strengths and Weaknesses

5.2.1 Management Dimension

5.2.2 Marketing Dimension
5.2.3 Production/Operations/Technical Dimension
5.2.4 Financial/Accounting Dimension

a. Total Project Cost/Total Investment Cost

b. Financial Modelling, including Financial Projections
c. Vertical and Horizontal Analysis
d. Ratio Analysis

5.2.5 Research and Development Dimension

5.2.6 Management Information System/s

5.3 The Internal Factor Evaluation (IFE) Matrix

6.0 The Strategic Agenda/Recommendations

6.1 Composite Analysis of Matrices

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(After a cross-analysis of the EFE, CPM, and the IFE, the resultant
analysis must be supported by the results of the following matrices:)

6.1.1 SWOT Matrix

6.1.2 SPACE Matrix
6.1.3 BCG Matrix
6.1.4 IE Matrix
6.1.5 Grand Strategy Matrix

6.2 The Strategic Choice/s

7.0 Implications of the Strategic Agenda

7.1 Management
7.2 Marketing
7.3 Production/Operations/Technical
7.4 Finance/Accounting
7.5 Research and Development
7.6 Management Information Systems
7.7 Corporate Social Responsibility
7.8 Environmental Concerns

8.0 Financial Projections and Goal Setting

8.1 Projected financial statement with assumptions

8.2 Recommendation for annual goals and policy according to projections

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