WRITTEN STRATEGIC CASE REPORT
Case:
Organization and Presentation of Report (20Points Possible)
Spelling and Grammar
Organization and Format of Report
Appropriate Tabs for All Major Report Sections
Support Documentation __________
Missionand Vision Statements (10Points Possible) _________
Considered Current Mission& VisionStatementsof Company
How to Communicate Mission& VisiontoCurrentInsiders and Stakeholders
Environmental Analysis/Competitive Position(20 Points Possible _________
Identified major factors that will influencethecompany/industry over the next 1-5 years
Identified impact onstock performance and two strongest competitorsover the past18 months
Dealt with Current Performanceissues
Key financial trends for self andtwo strongest competitors during the past 18months
Assessment of Current Competitive Position
Targets for Strategic Improvement or Development(20 Points Possible)
Identified Specific Corporate Performance Areas that Should be Targeted
IdentifiedWhat NewProducts, Services, or Markets that Should be Targeted
Identified Rationale to Justify Strategic Targets __________
Projected Strategies (10Points Possible)
Dealt with Appropriate Short-Term (1-3 Years)Strategic Proposals/Plans
Dealt with Appropriate Long-Range(3-5 Years)Strategic Proposals/Plans __________
Implementation Plans (Objectives,Tactics&Timelines(55 Points Possible)
Identified Appropriate Timelines for Next 1-3 & 3-5 Years
Identified AppropriateObjectives/Tactics to ImplementPlans in the followingareas:
Budgets
Policies
Procedures _________
Projected Costs of Strategic Implementation(40Points Possible) ________
Identified Specific Current Resources to be Impacted
Identified Additional New Resources that will be Required
Identified Cost of New Resources Required to Implement Proposed Strategies
Discussed the Impact on Functional Areas (If Appropriate)
Projected Quantitativeand/or Qualitative Outcomes (50Points Possible)
Projected Quantitative Outcomes of New Strategies
Projected Qualitative Outcomes of New Strategies
Prepared Pro Forma Statements for the Next 1-3 & 3-5 Years
Identified Impact on Corporate Functional Areas (If Appropriate) ________
Evaluation/How Progress will be Monitored (30 Points Possible) ________
Methods of Tracking Performance
Specific Targets of Accomplishment or Measurement
Specific Identification of Responsibility Person(s) or Areas
Corporate Impact/Outcomes if Strategies Fail (35Points Possible)
How the company was impacted if strategies failed.
How internal functional areas/resources were impacted.
Discussed the quantitative and qualitative outcomes of the failed strategies. _________
Appendix (10Points Possible)
Included Appropriate Appendix Sections to Support Written Report
Included Appropriate Tabs and Identification in Table of Contents __
