Business Finance - Accounting assignment

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ExecutiveSummaryExample.pdf

XXX– Case Study

Executive Summary

Problem Statement

Present a significant problem you have identified after analyzing the situation; it should

be concise and, if not addressed, something that has the potential to prevent the company from

being successful. One sentence is enough. Ask the question “Why” to make sure it is a root

cause and not a symptom of a deeper problem.

Analysis

In this section you present a few points of analysis. Since there are many factors to con-

sider, you would only present here the most significant of the many points of analysis you have

in the full report.

• These factors would be the ones that led to your identification of a significant problem.

• The factors presented here would help a reader understand why your recommendation is the

best.

• For Case One you are dealing only with external analysis – the macro-environment and the

industry.

• For Case Two and Case Three you will be presenting key points of external and internal

(company-related) analysis.

• Using bullet points, color, formatting will make the report more executive reader-friendly.

Alternatives

• Briefly present a possible alternative strategic action the company could take.

• Briefly present another possible alternative strategic action the company could take.

• In some instances, you might even want to present a third alternative

Recommendation

Based on your analysis and the problem you have identified, you will want to present

your recommendation. It will be one of the alternatives above. Then you should add a few

comments as to why it is the best course of action, based on your analysis and the problem. Of

course, your report will have far more detail and explanation – but this page will serve to sum-

marize that lengthier report and justify your recommendation. Remember, you are a consultant

and you must convince your client that you have thoroughly analyzed the situation and are pre-

senting the best course of action.

With a limit of one page to summarize the report, you would want to use most of the

page.

Implementation

Since we do not have access to internal company information, all you can present here

would be a cursory implementation plan. It should at least present material that supports the

viability of your recommendation. You should offer a few words about the company having the

time, the talent and expertise, and the financial resources to follow your recommendation – or

can acquire them.