CSR Case Study - Seventh Generation & DB WK 6
Internal
| Internal Factor Evaluation | ||||||
| Internal Key Factors | Rate | Weight | Total | |||
| 1 - 4 | .01 - .99 | FACTOR RATING SCALE | ||||
| 0.00 | ||||||
| 0.00 | 1. Major Weakness 3. Minor Strength | |||||
| 0.00 | 2. Minor Weakness 4. Major Strength | |||||
| 0.00 | ||||||
| 0.00 | Factor Weighting Scale - 0.01 = Low importance 0.99 = High importance | |||||
| 0.00 | All Factor Weights must sum to 1.0. | |||||
| 0.00 | ||||||
| 0.00 | INTERNAL FACTOR CODE: | |||||
| 0.00 | FN = FINANCE | |||||
| 0.00 | MG = MANAGEMENT | |||||
| 0.00 | MK = MARKETING | |||||
| 0.00 | IS = INFORMATION SYSTEMS | |||||
| 0.00 | PR = PRODUCTION OF A PRODUCT | |||||
| 0.00 | RD = RESEARCH AND DEVELOPMENT | |||||
| 0.00 | SV = THE PROVIDING OF A SERVICE | |||||
| 0.00 | ||||||
| 0.00 | ||||||
| 0.00 | ||||||
| 0.00 | ||||||
| Total Weight must equal 1.0 = | 0.00 | 0.00 | Internal Score Analysis | |||
| 1.0 - 2.0 = Weak internal structure and execution. | ||||||
| 2.0 - 3.0 = Moderate to Average internal strength is seen in the in the analysis of the busienss. | ||||||
| 3.0 - 4.0 = Internal factors are primarily very strong and can be used to advantage over competitors. |
External
| External Factor Evaluation | ||||||
| External Key Factors | Rate | Weight | Total | |||
| 1 - 4 | .01 - .99 | |||||
| 0.00 | FACTOR RATING SCALE | |||||
| 0.00 | ||||||
| 0.00 | 1. Major Threat 3. Minor Opportunity | |||||
| 0.00 | 2. Minor Threat 4. Major Opportunity | |||||
| 0.00 | ||||||
| 0.00 | Factor Weight Scale - 0.01 = low importance 0.99 = high importance | |||||
| 0.00 | ||||||
| 0.00 | EXTERNAL FACTOR CODE: | |||||
| 0.00 | CP = COMPETITIVE | |||||
| 0.00 | CL = CULTURAL | |||||
| 0.00 | DM = DEMOGRAPHIC | |||||
| 0.00 | EC = ECONOMIC | |||||
| 0.00 | GE = GEOGRAPHIC | |||||
| 0.00 | GV = GOVERNMENT | |||||
| 0.00 | IN = INDUSTRY | |||||
| 0.00 | LG = LEGAL | |||||
| 0.00 | PL = POLITICAL | |||||
| 0.00 | SC = SOCIAL | |||||
| 0.00 | TC = TECHNOLOGICAL | |||||
| Total Weight must equal 1.0 = | 0.00 | 0.00 | External Score Analysis | |||
| 1.0 - 2.0 = External environment is hostile and threatening. Will require definsive strategies for success. | ||||||
| 2.0 - 3.0 = External environment is average and may contain pockets of opportunity. | ||||||
| 3.0 - 4.0 = External environment is primarily loaded with opportunity. |
SWOT
| S W O T | |||||||
| STRENGTHS (S) | Rating | Weight | WEAKNESSES (W) | Rating | Weight | ||
| 1 | 0 | 0 | 0.00 | 1 | 0 | 9 | 9.00 |
| 2 | 0 | 0 | 0.00 | 2 | 0 | 9 | 9.00 |
| 3 | 0 | 0 | 0.00 | 3 | 0 | 9 | 9.00 |
| 4 | 0 | 0 | 0.00 | 4 | 0 | 9 | 9.00 |
| 5 | 0 | 0 | 0.00 | 5 | 0 | 9 | 9.00 |
| 6 | 0 | 0 | 0.00 | 6 | 0 | 9 | 9.00 |
| 7 | 0 | 0 | 0.00 | 7 | 0 | 9 | 9.00 |
| 8 | 0 | 0 | 0.00 | 8 | 0 | 9 | 9.00 |
| 9 | 0 | 0 | 0.00 | 9 | 0 | 9 | 9.00 |
| 10 | 0 | 0 | 0.00 | 10 | 0 | 9 | 9.00 |
| 11 | 0 | 0 | 0.00 | 11 | 0 | 9 | 9.00 |
| 12 | 0 | 0 | 0.00 | 12 | 0 | 9 | 9.00 |
| 13 | 0 | 0 | 0.00 | 13 | 0 | 9 | 9.00 |
| 14 | 0 | 0 | 0.00 | 14 | 0 | 9 | 9.00 |
| 15 | 0 | 0 | 0.00 | 15 | 0 | 9 | 9.00 |
| 16 | 0 | 0 | 0.00 | 16 | 0 | 9 | 9.00 |
| 17 | 0 | 0 | 0.00 | 17 | 0 | 9 | 9.00 |
| 18 | 0 | 0 | 0.00 | 18 | 0 | 9 | 9.00 |
| 19 | 0 | 0 | 0.00 | 19 | 0 | 9 | 9.00 |
| OPPORTUNITIES (O) | Rating | Weight | THREATS (T) | Rating | Weight | ||
| 1 | 0 | 0 | 0.00 | 1 | 0 | 9 | 9.00 |
| 2 | 0 | 0 | 0.00 | 2 | 0 | 9 | 9.00 |
| 3 | 0 | 0 | 0.00 | 3 | 0 | 9 | 9.00 |
| 4 | 0 | 0 | 0.00 | 4 | 0 | 9 | 9.00 |
| 5 | 0 | 0 | 0.00 | 5 | 0 | 9 | 9.00 |
| 6 | 0 | 0 | 0.00 | 6 | 0 | 9 | 9.00 |
| 7 | 0 | 0 | 0.00 | 7 | 0 | 9 | 9.00 |
| 8 | 0 | 0 | 0.00 | 8 | 0 | 9 | 9.00 |
| 9 | 0 | 0 | 0.00 | 9 | 0 | 9 | 9.00 |
| 10 | 0 | 0 | 0.00 | 10 | 0 | 9 | 9.00 |
| 11 | 0 | 0 | 0.00 | 11 | 0 | 9 | 9.00 |
| 12 | 0 | 0 | 0.00 | 12 | 0 | 9 | 9.00 |
| 13 | 0 | 0 | 0.00 | 13 | 0 | 9 | 9.00 |
| 14 | 0 | 0 | 0.00 | 14 | 0 | 9 | 9.00 |
| 15 | 0 | 0 | 0.00 | 15 | 0 | 9 | 9.00 |
| 16 | 0 | 0 | 0.00 | 16 | 0 | 9 | 9.00 |
| 17 | 0 | 0 | 0.00 | 17 | 0 | 9 | 9.00 |
| 18 | 0 | 0 | 0.00 | 18 | 0 | 9 | 9.00 |
| 19 | 0 | 0 | 0.00 | 19 | 0 | 9 | 9.00 |
SORT
I&E Matrix
| THE INTERNAL AND EXTERNAL FACTOR MATRIX (I/E) | |||||||
| IFEM TOTAL WEIGHTED SCORES | |||||||
| INTERNAL FACTOR SPACE | |||||||
| HIGH | LOW | ||||||
| EFEM | 3 | 2 | 1 | ||||
| TOTAL | |||||||
| WEIGHTED | HIGH | ||||||
| SCORES | |||||||
| EXTERNAL | |||||||
| FACTOR | |||||||
| FAVORABLENESS | |||||||
| EFEM Total: | 0.00 | ||||||
| LOW | |||||||
| IFEM Total: | 0.00 | ||||||
| STRATEGY AREA: | |||||||
| 0.00 | |||||||
| *NOTE: DIVESTITURE, LIQUIDATION, RETRENCHMENT, | |||||||
| AND RESTRUCTURING SHOULD BE ONGOING STRATEGIES, | |||||||
| REGARDLESS OF THE ORGANIZATION'S STRATEGIC POSTURE. | |||||||
| POSSIBLE STRATEGIES: | GROW & | HOLD & | HARVEST & | ||||
| BUILD | MAINTAIN | DIVEST | |||||
| BACKWARD INTEGRATION................ | X | ||||||
| CONCENTRIC DIVERSIFICATION......... | X | X | X(?) | ||||
| CONGLOMERATE DIVERSIFICATION....... | X | X(?) | |||||
| DIVESTITURE.......................... | X* | X* | X* | ||||
| FORWARD INTEGRATION............... | X | ||||||
| HORIZONTAL DIVESIFICATION........... | X | X(?) | |||||
| HORIZONTAL INTEGRATION........... | X | X(?) | |||||
| LIQUIDATION.................... | X* | X* | X* | ||||
| MARKET DEVELOPMENT................ | X | X(?) | |||||
| MARKET PENETRATION................ | X | X | |||||
| PRODUCT DEVELOPMENT..................... | X | X(?) | |||||
| RESTRUCTURING..................... | X* | X* | X* | ||||
| RETRENCHMEMT...................... | X* | X* | X* | ||||
| (?) DEPENDS ON THE FINANCIAL CONDITION OF THE ORGANIZATION |
I&E Matrix
IFEM
EFEM
I&E Chart
STRATEGIES
| THE SWOT MATRIX STRATEGIES |
| Use this tab to brainstorm 3-4 strategies for each of the four possible factor pairings. |
| Please watch the tutorial video for this tab so that you are certain to be writing your factors correctly. |
| STRENGTH/OPPORTUNITY (SO) STRATEGIES |
| WEAKNESS/OPPORTUNITY (WO) STRATEGIES |
| STRENGTH/THREAT (ST) STRATEGIES |
| WEAKNESS/THREAT (WT) STRATEGIES |
I
II
III
IV
V
VI
VII
VIII
IX
Strategy - Summary
| This tab is called the "Strategy Summary" tab. |
| Please type of a description of the forward looking strategy that you have decided to go with. |
| This should be detailed, and it must contain the following information: |
| 1. How much money are you willing to spend on your strategy? What will it cost? |
| 2. What is the source of these funds? Are you using cash, selling stock, getting personal investors to contribute? |
| 3. What is the expected return on this investment? |
| 4. What is the timing of both the expenses and the return? |
| Important considerations: |
| Most strategies play out over several years, so I want to see your thinking out 2-3 years on both expenses and revenue. |
| "Keep doing what you are doing" is NOT a strategy. That usually leads to failure. |
| Show me HOW you estimated your costs, and your revenue. Online research is very helpful here - show me your sources. |
| Make sure you are using a strategy that was generated and recorded on the Strategies tab. That insures proper analysis. |
| Think boldly. Most daring strategies are not conservative in nature. |
| Type the summary of your strategy here: |
Financial Analysis
| Place your financial ratio and trend analysis on this tab. | ||||||||||||||
| Please look back 2-3 years, and also do the same ratios | ||||||||||||||
| and trends in the forward-looking three years so that you | ||||||||||||||
| can see the affect of your strategy on the financial performance | ||||||||||||||
| of the business. | ||||||||||||||
| You may adjust this template to your liking, and add/remove items as necessary | ||||||||||||||
| Year 3 | Year 2 | Current | Future Yr 1 | Future Yr 2 | Future Yr 3 | Describe what each ratio and trend is telling you about the company performance | ||||||||
| Year | ||||||||||||||
| Gross Profit Margin | ||||||||||||||
| Operating Profit Margin | ||||||||||||||
| Net Profit Margin | ||||||||||||||
| Current Ratio | ||||||||||||||
| Quick Ratio | ||||||||||||||
| Debt to Equity ratio | ||||||||||||||
| Average Collection Period | ||||||||||||||
| Return on Equity | ||||||||||||||
| Inventory Turns | ||||||||||||||
| Days of Inventory | ||||||||||||||
| Trends: | ||||||||||||||
| Annual % increase in sales | ||||||||||||||
| annaul % increase in Net Income | ||||||||||||||
| Annual % change in Cash | ||||||||||||||
| Annual % change in short term liabilities | ||||||||||||||
| Annual % change in Long term Liabilities |
Pro Forma Income Statement
| Please watch the tutorial video regarding the |
| pro-forma statements before you tackle this part of |
| the sprreadsheet. It's important that you predict |
| the next three years without your strategy, and then |
| add the financials of your strategy into that plan - |
| and the tutorial video will walk you through that process. |
Pro Forma Balance Sheet
| Please watch the tutorial video regarding the |
| pro-forma statements before you tackle this part of |
| the sprreadsheet. It's important that you predict |
| the next three years without your strategy, and then |
| add the financials of your strategy into that plan - |
| and the tutorial video will walk you through that process. |