Case Study

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Strategic Management Living Case Study

Guided Study of [insert organization name here]

Notes to students on using this template.

Please use the heading and type styles and formatting (including line spacing and font size) already established in this document. Only citations and references need follow the APA guidelines with respect to their content and organization. Please feel free to add additional subheadings within the sections if it improves the flow and readability of your paper. Use the built-in heading types for new subheadings.

This “Notes to students” section should be removed from the document in its entirety once you have read it. Please also remove or replace any text shown in brackets throughout the template, such as [insert organization name here] in the subtitle above. In this case, the bracketed text should be replaced with the name of the organization on which your study is focused, so that the subtitle reads, for example: Guided Study of Brown, Little, and Company. Bracketed text that simply includes instructional information should be removed entirely.

Executive summary

Findings

[Complete this section after you finish your Strategic Study. Write a summary of your significant findings here, as informed by the content of the Strategic Management Study section below. Use bulleted full sentences or short paragraphs. The section should be from one half to one page long.]

Recommendations

[Complete this section last. Make your recommendations here, in light of your findings, summarized above, which were based upon your Strategic Management Study section below. Use bulleted full sentences or short paragraphs. The section should be from one half to one page long.]

Strategic Management Study

Target Organizational System for This Study

[Place your work results from Sessions 1 and 2 here.]

Organizational System to Be Studied

[Include any personal goals or study team arrangements for the study.]

Implicit or Explicit Purpose of This Organization

Where This Organization Fits in An Ecosystem of Organizations

Historical Context

[Place your work results from Session 3 here.]

Organization’s Guiding Stars

[Place your work results from Session 4 here.]

Purpose of Organization

Values of Organization

Vision of Organization

Mission of Organization

Long-Term Goals of Organization

Internal Environment Assessment

[Place a brief introduction to your work for Sessions 5 and 6 here. Specifics should be placed in the appropriate subsections below.]

Business Model

Marketing Mix

Financial Model and Financial Management

Other Non-Financial Tangible Assets

Leadership and Management

Employees

Structural Capital of Organization

Relationship Capital of Organization

Core Competencies or Dynamic Capabilities of Organization

VRIN/VRIO Analysis of Organization

Relationship Capital of Organization

Conclusion: Strengths and Weaknesses

External Environment Assessment

[Place a brief introduction to your work for Sessions 7 and 8 here. Specifics should be placed in the appropriate subsections below.]

PESTEL Analysis

[Place your work for Session 7 here: PESTEL analysis and discussion.]

Five Forces Analysis

[Place your work for Session 8 here: Five Forces Analysis and discussion.]

Conclusion: Opportunities and Threats

Assessment of Current Long-Term Goals and Strategies

[Place your work results from Session 9 here.]

Evaluation of Current Long-Term Goals

Evaluation of Current Strategies

Strategy Analysis and Choice

[Place your work results for Session 10 here.]

Possible Strategic Alternatives

SWOT Analysis

Evaluation of Current Strategies

Strategy Choice and Rationale

Strategy Implementation: Alignment

[Place your work results for Session 11 here.]

Changes Needed to Human Capital

Changes Needed to Culture

Changes Needed to Organizational Structure

Changes Needed to Organizational Systems, Policies, Operations, etc.

Strategy Implementation: Action Plans

[Place your work results for Session 12 here.]

Key Strategic Goals

Strategic Goals Timeline

S.M.A.R.T. Action Plans/Steps

Strategy Review, Evaluation, and Control

[Place your work results for Sessions 13 and 14 here.]

How Strategy Implementation Will Be Reviewed and Evaluated

How Management Controls Will Facilitate Strategy Implementation

How the Organization Will Learn and Improve

Effectiveness of Corporate Governance

Corporate Approach to Ethics, CSR, DEI, ESG, Responsibilities to Shareholders

References

Cite the sources you used in your Executive Summary and Strategic Study above. Use APA format for citations and references. Examples:

Covey, S. (2004). The 7 habits of highly effective people. New York, NY: Simon & Schuster.

Finkelstein, S. (2006). Why smart executives fail: Four case histories of how people learn the wrong lessons from history. Business History, 48(2), 153-170.

Study Author

[YOUR FIRST AND LAST NAME HERE]