Case Analysis (Strategic Audit)

Exceeds Minimum Standards

Meets Minimum Standards

Fails to Meet Standards

Introduction to the Organization (I) – Company History. Current Status.

Executives.  Business Model  – 6 points

Includes essential material in this section. 

Any additional material is in an appendix. 

(Also PP slides) 5-6 points

Includes essential material in this section. 

Any additional material is in an appendix. 

(Also PP slides) 3-4 points

Essential material not included and/or PP slides not included.

0 to 2 points

Identification of Industry & competitors(II) (2 points)

Lists and briefly discusses industry(ies) in which organization competes  & its competitors – 2 points

Lists and briefly discusses industry(ies) in which organization competes  & its competitors – 2 points

Fails to address industry(ies) in which organization competes and/or its competition. 0 to 1 point.

Analysis of the Industry (III)Strategic group, Porter’s 5 Forces, Industry CSF’s, & Successful & Failed

Organizations  - 10 points

Analyzes organization’s strategic group(s), critical success factors for industry, & lists successful & failed organizations.  Discusses Porter’s 5 Forces & provides an in-depth analysis for industry & organization-9-10 pts

Meets the basic criteria for this Outline Item, but fails to demonstrate knowledge of theories needed to address some of the requirements. – 7 or 8 points 

Meets some of the basic criteria for this Outline Item, but fails to demonstrate knowledge of theories needed to address most of the requirements. – 0 to 6 points

Analysis of Macro-Environment (IV)

(Political, Economic, Social, and

Technological forces – Threats &

Opportunities facing the organization  -

12 points

Demonstrates knowledge of, & capability to apply, theories and tools in the analysis of

Macro-Environment (e.g., Political,

Economic, Social, and Technological forces).  Also identifies the threats and opportunities facing the organization.  10-12 points

Meets basic criteria for this Outline Item. Fails to demonstrate knowledge of, or ability to use, theories & tools needed to analyze Macro-Environment.  May not identify some threats and/or opportunities facing the organization. – 7-9 points

Meets some of the basic criteria for this Outline Item, but fails to demonstrate knowledge of theories needed to address most of the requirements – 0 – 6 points. 

Analysis of Organization - 

Measurement and control system (V) - Current financial position - Use financial analysis tools - Compare with competitors and standards.  List KPI’s (Key

Performance Indicators)  – 15 points.

Applies financial analysis theories and tools to determine organization’s current financial position & compares it with competitors and standards.  Discusses its measurement and control system & KPI’s – 13-15 points.

Meets basic criteria for this Outline Item.  Fails to demonstrate knowledge of, and/or capability to apply, financial analysis theories & tools and/or fails to compare it with competitors and standards – 10-12 points.

Meets some of the basic criteria for this Outline Item, but fails to demonstrate knowledge of, or capability to apply, theories & tools needed to address most of the requirements – 0 – 9 points

Analysis of Organization (VI) – Mission, Vision, Core Values, Operating

Guidelines, Core Competencies, Goals - 10 pts. 

Demonstrates knowledge and capability to apply theories and tools in the analysis of the organization in terms of its mission, vision, core values, operating guidelines, and core competencies – 9-10 points.

Meets the basic criteria for this Outline Item, but fails to demonstrate knowledge of, or capability to apply, theories needed to address some of the requirements – 7-8 points.

Meets some of the basic criteria for this Outline Item, but fails to demonstrate knowledge of theories needed to address most of the requirements – 0 – 6 points. 

Analysis of Organization (VII) – Current Strategies, Alignment with goals.

Compares with competition. Completes SWOT analysis and Gap analysis for organization. Suggests strategies. Evaluates strategies –20  points

Demonstrates knowledge of, and capability to apply, theories & tools in analysis of organization (current strategies, alignment of strategies with goals, competition).  Uses SWOT & Gap analyses.  Suggests strategies & evaluates each of them - 17-20 points.

Meets the basic criteria for this Outline Item, but fails to demonstrate knowledge of, or capability to apply, theories needed to address some of the requirements  – 12-16 points.

Meets some basic criteria for this Outline Item. Fails to demonstrate knowledge of theories needed to address most of the requirements – 0 – 11 points.

Analysis of Organization  (VIII) – Functional Strategies (10 pts)

Marketing ,  Finance, Operations, Purchasing Human Resources,  Information Systems

Strategies and their alignment – 9-10 pts.

Meets basic criteria. Fails to demonstrate knowledge of, or ability to apply, theories needed to address requirements – 6-8 pts.

Fails to demonstrate knowledge of, & ability to apply, theories needed for  most requirements  - 0-5 pts.

Analysis organization’s improvement initiatives & standards (IX) – 10 points

Analyzes current & previous improvement initiatives & standards & impact – 9-10 pts.

Meets basic criteria for Outline Item.  Fails to address some requirements – 6-8 points.

Fails to address most of the Item Requirements – 0-5 points.

Conclusion and Future of Organization (X)  – 5 points

Addresses expected results & organization’s potential for future success – 5 points

Meets basic criteria for Outline Item.  Fails to address some requirements – 3-4 pts.

Fails to address most of the Item Requirements – 0-2 points