TOWS and SFAS

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SATemplate.docx

BUS 485B - STRATEGIC AUDIT PARAGRAPH STRUCTURE

TEMPLATE – Sections V (SWOT) to VIII

1. Follows is a template which shows the paragraphing structure for your SA.

2. It follows the structure in the text, but has new different paragraph structures for Paragraphs V, VI, VII, and VIII.

3. The un-titled sub-paragraphs shown here are not indicative of a minimum or a maximum number of un-titled sub-paragraphs. You should construct your un-titled sub-paragraphs you need based on your written discussion and analysis. Just follow this paragraphing and sub-paragraphing format as you build your SA.

4. Your SA should be in single spaced form with consistent appropriate margins, indentations, and spacing between paragraphs. Use Portrait page mode for your SA text – do not use Landscape page mode for your SA text. Use font size 10-12. Use single spaced format 1.0 – do not use format 1.15.

5. There are three Exhibits. Exhibit 8 should be included in the Excel document called FirmNane-5YFinancials.xlsx that was already created in BUS485A.

6. In addition to this Word document, submit your Excel document with the 5-year financial information.

“AMAZON” Strategic Audit

Student:

Yyyyy Yyyyyyyy

National University

Month, Year

Professor BUS 485B – NNN AAAAA

TABLE OF CONTENTS

V. Analysis of Strategic Factors

A. Situational Analysis (use SFAS (Exh.3) to create SWOT- Exhibit 7)

1. Strengths and Opportunities

2. Strengths and Threats

3. Weaknesses and Opportunities

4. Weaknesses and Threats

B. Review of Current Mission and Objectives

1. Mission

2. Objectives

VI. Strategic Alternatives and Recommended Strategy

A. Strategic Alternatives

1. Strategic Alternative #1 – No Change Alternative

a. Corporate Strategy

b. Supporting Business Strategy

c. Supporting Functional Strategies

d. Corporate Scenario

e. Pros

f. Cons

2. Strategic Alternative #2 – Growth Alternative

a. Corporate Strategy

b. Supporting Business Strategy

c. Supporting Functional Strategies

d. Corporate Scenario

e. Pros

f. Cons

3. Strategic Alternative #3 – Retrenchment Alternative

a. Corporate Strategy

b. Supporting Business Strategy

c. Supporting Functional Strategies

d. Corporate Scenario

e. Pros

f. Cons

B. Recommended Strategy (see Pro Forma Exhibit 8 in 5-Year Financials)

1. Recommended Strategic Alternative

2. Decision Criteria

3. Justification/Rationale

VII. Implementation (see Implementation, Evaluation and Control Plan, Exhibit 6)

A. Corporate Directional Strategy

B. Supporting Business Strategy

C. Supporting Functional Strategies

VIII. Evaluation and Control (See Implementation, Evaluation and Control Plan, Exhibit 6)

A. Evaluation Plan at 3 Strategic Levels

B. Control Measures at 3 Strategic Levels

References

Exhibit 3 - SFAS

Exhibit 6 - Implementation, Evaluation and Control Plan

Exhibit 7 - TOWS Matrix

Exhibit 8 - Pro Forma Income Statements - - Included in 5-Year Financials-Excel

Strategic Audit II

V. Analysis of Strategic Factors

0. Situational Analysis (use SFAS to create SWOT - Exhibit 7)

1. Strengths and Opportunities

a.
b.
c.

2. Strengths and Threats

a.
b.

3. Weaknesses and Opportunities

a.
b.
c.

4. Weaknesses and Threats

a.
b.
c.

B. Review of Current Mission and Objectives

1. Mission

2. Objectives

a.
b.
c.
d.

VI. Strategic Alternatives and Recommended Strategy

0. Strategic Alternatives

1. Strategic Alternative #1 – No Change Alternative

a. Corporate Directional Strategy (describe details)
b. Supporting Business Strategy (describe details)
c. Supporting Functional Strategies (describe details per function)

(1)

(2)

(3)

(4) etc

d. Corporate Scenario (Describe the details of your scenario, predictions, assumptions, and estimates of the future, outcomes, parameters, results, competition, trends, profits, costs, sales, GDP, inflation, revenues, market share, etc etc….what you consider important to your scenario)

(1)

(2)

(3) etc

e. Pros

(1)

(2)

(3) etc

f. Cons

(1)

(2) etc

2. Strategic Alternative #2 – Growth Alternative

a. Corporate Directional Strategy
b. Supporting Business Strategy
c. Supporting Functional Strategies

(1)

(2)

(3)

(4)

d. Corporate Scenario

(1)

(2)

(3)

e. Pros

(1)

(2)

(3)

f. Cons

(1)

(2)

3. Strategic Alternative #3 – Retrenchment Alternative

a. Corporate Directional Strategy
b. Supporting Business Strategy
c. Supporting Functional Strategies

(1)

(2)

(3)

(4)

d. Corporate Scenario

(1)

(2)

(3)

e. Pros

(1)

(2)

(3)

f. Cons

(1)

(2)

B. Recommended Strategy

1. Strategic Alternative Recommended. Name the one you selected
2. Decision Criteria. Name, spell out, and discuss your decision criteria.
3. Rationale / Justification. Discuss how you made the decision. Discuss, analyze, compare and contrast your 3 strategic alternatives based on your decision criteria. You should use your calculations from your 3 pro forma income statements to support your decision rationale / justification.

VII. Implementation (Discuss and describe the details of your implementing plans and actions for the programs, budgets and procedures and the who, what, when, and how details of the implementing plans for your one recommended strategic alternative. You should use all of the lines - corporate, business and functionals - from your Exhibit 6 to identify your discussion/analysis areas.)

A. Corporate Directional Strategy

1.
2.
3.

B. Supporting Business Strategy

1.
2.

C. Supporting Functional Strategies

1.
2.
3.
4.

VIII. Evaluation and Control (Discuss and describe the who, what, when, how, and metrics details of the evaluation and control plans for your one recommended strategic alternative. Like Para VII, you should use all of the lines – corporate, business, and functionals - from your Exhibit 6 to identify your discussion/analysis areas. Don’t forget to discuss metrics)

A. Evaluation Plan at 3 Strategic Levels

1.
2.

B. Control Measures at 3 Strategic Levels

1.
2.

REFERENCES

1

2

EXHIBIT 6

IMPLEMENTATION, EVALUATION & CONTROL PLAN

For Recommended Strategic Alternative #_ – Title of Strategic Alternative goes here

EXHIBIT 7

TOWS MATRIX on

EXHIBIT 8

PRO FORMA INCOME STATEMENT ON XXXXXX

Included in 5-Year Financials

For Strategic Alternative #1 – Title of Strat Alternative goes here

(Dollar amounts in millions)

PRO FORMA INCOME STATEMENT ON XXXXXX

Included in 5-Year Financials

For Strategic Alternative #2 – Title of Strat Alternative goes here

(Dollar amounts in millions)

PRO FORMA INCOME STATEMENT ON XXXXXX

Included in 5-Year Financials

For Strategic Alternative #3 – Title of Strat Alternative goes here

(Dollar amounts in millions)