5 year Financial
monyuzulu
StrategicAudit.docxSTRATEGIC AUDIT PARAGRAPH STRUCTURE
TEMPLATE – Sections I to V.A (SFAS)
1. Follows is a template which shows the paragraphing structure for your SA.
2. It follows the paragraphing structure in the text but section V.
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 five Exhibits. Exhibits 4 and 5 should be included in the Excel document called FirmNane-5YFinancials.xlsx.
6. In addition to this Word document, submit your Excel document with the 5-year financial information.
“Firm Name” Strategic Audit
Student:
Yyyyy Yyyyyyyy
National University
Month, Year
Professor BUS 485A – NNN AAAAA
TABLE OF CONTENTS
I. Current Situation
A. Current Performance (Balance and Income Statements; see 5-Year Financials)
B. Strategic Posture
1. Mission
2. Objectives
3. Strategies
4. Policies
II. Strategic Managers
A. Board of Directors
B. Top Management
III. External Environment (EFAS Table; see Exhibit 1)
A. Natural Environment
B. Societal Environment
1. Economic
2. Technological
3. Political-Legal
4. Sociocultural
C. Task Environment
D. Summary of External Factors
IV. Internal Environment (IFAS Table; see Exhibit 2)
A. Corporate Structure
B. Corporate Culture
C. Corporate Resources
1. Marketing
2. Finance (see Exhibits 4 and 5 in 5-Year Financials)
3. Research & Development
4. Operations
5. Human Resources
6. Information Systems
D. Summary of Internal Factors
V. Analysis of Strategic Factors
A. Situational Analysis (SFAS Matrix; see Exhibit 3)
1. Strengths
2. Weaknesses
3. Opportunities
4. Threats
B. Overall Evaluation of the Firm So Far
1. Could the Strenghst be used to take advantage of the Opportunities mentioned in A? How?
2. Could the Strenghts be used to minimize the Threaths mentioned in A? How?
C. Overall Evaluation of the Mission and Objectives
1. Are the current mission and objectives (I.B) appropriate in light of the key strategic factors and problems identified in the SFAS?
2. Should the mission and objectives (I.B) be changed? If so, how?
References
Exhibit 1 - EFAS
Exhibit 2 - IFAS
Exhibit 3 - SFAS
Exhibit 4 - Ratio Analysis - Included in 5-Year Financials-Excel
Exhibit 5 - Common Size Income Statement - - Included in 5-Year Financials-Excel
Strategic Audit I
I. Current Situation
A. Current Performance
1.
2.
B. Strategic Posture
1. Mission
a.
b.
2. Objectives
a.
b.
3. Strategies
a.
b.
4. Policies
a.
b.
II. Strategic Managers
A. Board of Directors
1.
2.
B. Top Management
1.
2.
III. External Environment (EFAS Table; see Exhibit 1)
A. Natural Environment
1.
B. Societal Environment
1. Economic
a.
b.
2. Technological
a.
b.
3. Political-Legal
a.
b.
4. Sociocultural
a.
b.
C. Task Environment
1. Threat of New Entrants.
2. Rivalry among Existing Firms.
3. Threat of Substitute Products or Services.
4. Bargaining Power of Buyers.
5. Bargaining Power of Suppliers.
6. Relative Power of Other Stakeholders.
7. etc
D. Summary of External Factors
1.
2.
IV. Internal Environment (IFAS Table; see Exhibit 2)
A. Corporate Structure
1.
2.
B. Corporate Culture
1.
2.
C. Corporate Resources
1. Marketing
a.
b.
2. Finance (see Exhibits 4 and 5)
a.
b.
3. Research & Development
a.
b.
4. Operations
a.
b.
5. Human Resources
a.
b.
6. Information Systems
a.
b.
D. Summary of Internal Factors
1.
2.
V. Analysis of Strategic Factors
A. Situational Analysis (SFAS Matrix; see Exhibit 3)
1. Strengths
a.
b.
c.
2. Weaknesses
a.
b.
3. Opportunities
a.
b.
c.
4. Threats
a.
b.
B. Overall Evaluation of the Firm So Far
1. How strengths could be used to take advantage of the opportunities?
2. How the strengths could be used to minimize the threats?
3. Does the firm needs a radical change to move forward? In what direction?
References
2
21
EXHIBIT 1
EXTERNAL FACTOR ANALYSIS SUMMARY (EFAS) ON XXXXXX
EXHIBIT 2
INTERNAL FACTOR ANALYSIS SUMMARY (IFAS) ON XXXXXXX
EXHIBIT 3
STRATEGIC FACTOR ANALYSIS SUMMARY (SFAS) ON XXXXXXX
EXHIBIT 4
RATIO ANALYSIS ON XXXXXX
INCLUDED IN FIVE YEAR FINANCIALS
Fiscal Years 20__-20__
EXHIBIT 5
COMMON-SIZE INCOME STATEMENT ON XXXXXXXX
INCLUDED IN FIVE YEAR FINANCIALS
(Dollar amounts in millions)
For Fiscal Years 20__-- 20__
