Guidelines For Presenting a 15 Minute
Strategic Management Case Analysis
by
• Fred David, Professor of Management and
coauthor of:
• Strategic Management: Concepts and Cases –
A Competitive Advantage Approach
published by Prentice-Hall,
15th edition will be available 1-4-14
• The author website is www.strategyclub.com
Guidelines For Presenting a 15 Minute
Strategic Management Case Analysis
TOPIC
MINUTES
Introduction –
1
Vision and Mission –
1
Internal Assessment –
2
External Assessment –
2
SWOT Matrix –
2
BCG Matrix –
1
Recommendations –
2
EPS-EBIT Analysis –
1
Projected financial statements –
2
Conclusion –
1
Total
15
Guidelines For Presenting a 15 Minute
Strategic Management Case Analysis
• Introduction – 1 Minute
• Give your name and business major
• Give overview of your company in terms of what
they are doing versus a glimpse of what you
recommend they do
• If showing or wearing products of your company,
mention relevance, to capture interest.
Guidelines For Presenting a 15 Minute
Strategic Management Case Analysis
• Vision and Mission – 1 Minute
• Tell how/why you are changing the firm’s
vision/mission, if any, in light of your
recommendations.
• Reveal in your proposed mission your firm’s
distinctive competence or competitive
advantage (self concept), versus rival firms.
Guidelines For Presenting a 15 Minute
Strategic Management Case Analysis
• Internal Assessment – 2 Minutes
• Among your 20 strengths/weaknesses, highlight
ones that lead most directly to your
recommendations.
• Your internal factors should be divisional,
quantitative, and actionable to the extent possible.
Avoid vagueness, such as “revenues are
increasing.”
Guidelines For Presenting a 15 Minute
Strategic Management Case Analysis
• External Assessment – 2 Minutes
• Among your 20 opportunities/threats, highlight
ones that lead most directly to your
recommendations.
• Your external factors should be divisional,
quantitative, and actionable to the extent
possible. Avoid vagueness, such as “the economy
is bad.”
Guidelines For Presenting a 15 Minute
Strategic Management Case Analysis
• SWOT Matrix – 2 Minutes
• Show three alternative strategies per strategy
quadrant in the SWOT = 12 total. Highlight ones
that make it to your recommendations page.
• Couch alternative strategies quantitatively; avoid
vagueness such as “Expand into Africa.” Instead,
be specific, such as “ Build 2 manufacturing
plants in Mexico.”
Guidelines For Presenting a 15 Minute
Strategic Management Case Analysis
• BCG Matrix – 1 Minute
• Show a BCG by product, and second BCG (or IE
Matrix) by region, if possible. Focus on
implications of your matrices as per the
upcoming recommendations.
• Perhaps the most important strategic decision
facing firms annually is allocation of resources
across divisions/segments, so be divisional
throughout presentation.
Guidelines For Presenting a 15 Minute
Strategic Management Case Analysis
• Recommendations – 2 Minutes
• Show 8 to 10 recommendations with
associated costs or savings; add up the costs
to obtain a total $ capital needed for next 3
years.
• Highlight several recommendations as per
reasoning and associated costs.
Guidelines For Presenting a 15 Minute
Strategic Management Case Analysis
• EPS-EBIT Analysis – 1 Minute
• Present your EPS-EBIT analysis and financing
decision.
• Focus on implications of your analysis, rather
than the numbers.
Guidelines For Presenting a 15 Minute
Strategic Management Case Analysis
• Projected financial statements – 2 Minutes
• Begin with the income statement.
• Relate changes in income statement to your
recommendations, rather than to historical percentage
changes.
• Show how you transferred net earnings to the balance
sheet retained earnings row.
• Highlight several items on the balance sheet, such as
capital surplus, long-term debt, and
property/plant/equipment – as per changes expected
given your recommendations.
Guidelines For Presenting a 15 Minute
Strategic Management Case Analysis
• Conclusion – 1 Minute
• Compare/contrast your recommendations versus the
company’s plans, and/or with a rival company’s plans.
• Show several projected financial ratios to reveal the
firm’s improving financial position.
• Genuinely seek questions from the audience, so keep
your PPoint active on the screen.
Guidelines For Presenting a 15 Minute
Strategic Management Case Analysis
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Other 15th Edition Strategy Concepts to Include if Helpful and Time Remains;
These are Normally Included in a Comprehensive Written Case Analysis.
Balanced Scorecard
Value Chain Analysis
Competitive Profile Matrix
Organizational Structure
Internal Factor Evaluation Matrix
Porter’s Five Forces Model
External Factor Evaluation Matrix
SPACE Matrix
QSPM
Website Comparison
Product/Market Positioning Maps
Company Valuation Analysis
Guidelines For Presenting a 15 Minute
Strategic Management Case Analysis
TOPIC
MINUTES
Introduction –
1
Vision and Mission –
1
Internal Assessment –
2
External Assessment –
2
SWOT Matrix –
2
BCG Matrix –
1
Recommendations –
2
EPS-EBIT Analysis –
1
Projected financial statements –
2
Conclusion –
1
Total
15