COURSE:
TITLE:
SEMESTER:
CLASSROOM:
WEBSITE:
BUS 478 D600 E200 (Tue.)
Strategy
Spring 2016 (1161)
WMC 3220
http://www.sfu.ca/
~sheppard/478index.html
Pre-requisites:
Bus 207, 312, 343, 360, and either Bus 374
or 381, and 90 credit hours.
Objectives
1. Develop a capacity to think strategically about
a firm, its business position, how it can gain a
competitive advantage.
2. Conduct strategic analyses for a variety of
industries, organizations and situations so as
to develop a strong grasp of the competitive
challenges of a global environment.
3. Become acquainted with the managerial
tasks associated with strategy formulation,
and the actions managers can take to promote competent implementation.
4. Integrate knowledge from other courses to
see how parts of the business puzzle fit
together and why different parts of a firm
need to be managed in harmony.
Required Textbook
Hitt, Ireland & Hoskisson, Strategic
Management, Competiveness &
Globalization, Concepts 11th ed.
Cengage. ISBN: 9781285425184
Grades
Individual written case analysis . . . . . . .
Midterm . . . . . . . . . . . . . . . . . . . . . . . . . .
Participation . . . . . . . . . . . . . . . . . . . . . .
Individual contribution to group . . . . . . .
Group written case Synopsis . . . . . . . . .
Group written case analysis . . . . . . . . . .
Group presentation . . . . . . . . . . . . . . . . .
Revised: January 11, 2016
28%
28%
12%
5%
5%
10%
12%
INSTRUCTOR: Jerry Sheppard
Office: WMC 4387
Hours: Tue. 2:40-4:10
& by Appointment
Phone: 778-782-4918
E-mail: sheppard@sfu.ca
Class participation
Positive contribution to class discussion is an
integral part of the course; coming to class is not
enough! Attendance accounts for some of this
and contribution to discussion accounts for a
major part. The best way to contribute is to be
prepared by reading the material in advance and
saying something in class. Keep in mind that
your contribution will be evaluated for quality.
Individual Analysis
The Individual analysis is on a Hopworks Urban
Brewery (optionally you can analyze a company
called HYDS). Introductions to the companies are
available on the Bus. 478 Web page. You will need
to update the information on the firm you select
and its industry as best you can. Your analysis
should use the doc. file linked to “Blank Analysis
Template” available on the Bus. 478 Web page.
Group project and presentation
You will form into groups of five by the 3rd class.
Groups should have folks who have a range of
skills, and can work well together.
You will be evaluating others in the group. The
average grade for the group is to be 3.1. If you
choose not to fill out a grade form, all group
members will receive a 3.15.
Your group will write a 5-8 page synopsis of a
company of your choice. It will cover the firm’s
history, environment, current state and main
strategic challenges. At the end of the term your
group will present a 35-minute analysis of this
firm. The group will then have two days to
complete a written analysis of the firm.
Session breakdown
Most sessions will include a short lecture on
critical chapter points, some strategy based
exercise and a case (a 20%, 40% 40% split,
respectively). Lecture material, taken from the
concepts chapters, is available online in
Power Point (an ‘Essentials’ version that I go
through in class, and a full version, with
audio)
at
my
convenient
website:
http://www.sfu.ca/~sheppard/478index.html
Date
Ethical Considerations
You are expected to do your own work on the
individual assignments. Failure to do so, or
plagiarism, or insufficient citation could result in a
zero for the assignment.
Course Coverage
Responsibility for discussion of case analyses
and exercises is the students; the instructor’s
role is to facilitate. This is where the majority of
the class participation mark is derived.
.
Topic Detail and Cases
Jan. 05 Strategic Management, Performance & Cases
Jan. 12
External & Internal Environment, Insourcing,
IMI Case, & Double-In-Class Practice, Part 1
Basics
Bus. & Corp Level Strategy
Jan. 19
In-Class Exercise # 1, Part 2 & Toms
Jan. 26
International / Cooperative Strategy,
Double-In-Class Practice, Part 2
Dynamics, Restructuring, Kaskazi 1, Kaskazi 2,
Feb. 02
In-Class Exercise #2 & Chapter Review
Read
Due
Ch. 1, Case Ppt.
Performance Ppt.
Ch. 2 & 3, IMI Case,
Insourcing,
Double-Practice 1
Ch. 4 & 6,
In-Class Exercise 1,
Toms Case
Group
List
Ch. 8 & 9
In-Class Exercise 1
Double-Practice 2
Ch. 5 & 7,
In-Class Exercise 2,
Kaskazi 1 & 2
Case
Synopsis
Feb. 05 Revised Due Date for the Company Synopsis
Feb. 09 Reading Break
Applications
Feb. 16 Midterm
Feb. 23 Renewal Innovation & Corp. Governance, Juwi
Mar. 1
Control & Rewards, Van Halen & Corning Case
Mar. 8
Individual: Preferred: Hopworks Urban Brewery
analysis Optional: HYDS
Ends
Mar. 15 Leadership & the BP Deepwater Horizon Case
Ch. 10 & 13, Juwi
Ch. 11, Corning,
Van Halen
H. U. B.
HYDS
Individual
Analysis
Ch. 12,
BP Deepwater
Mar. 22 Case Presentations
(Written analysis due Mar. 24)
Mar. 29 Case Presentations
(Written analysis due Mar. 31)
Apr. 05 Case Presentations
(Written analysis due Apr. 07)
Revised: January 11, 2016
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Bus 478 Group Selection
COURSE: BUS 478-3
TITLE:
Strategy
NOTES: http://www.sfu.ca/~sheppard/index.html
INSTRUCTOR: Dr. J. Sheppard
Office: WMX 4387
Phone: 778-782-4918
E-mail: sheppard@sfu.ca
GROUP MEMBERS:
Name
Student ID #
Title
Concentration
CEO
COO
CMO
CFO
CHR
- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -
Bus 478 Group Evaluation
Group _________________________
Grades range Fill in only the column that
from 0.0 - 4.4.
applies to your group
Title
4 Person 5 Person 6 Person
Group
Group
Group
CEO:
COO:
CMO:
CFO:
CHR:
CIO:
Total:
Revised: January 11, 2016
12.4
15.5
18.6
Comments
Analysis Outline
Section of report
Grade range is 0.0 –
4.4
Mission, Objectives,
Goals, stakeholders
Form




Updated Information
Current Mission
Goals & Objectives
Stakeholders
 Macro Environment
General and
Industry
Environment
Resources and
Capabilities / Core
Competencies
Business, Corp. and
International
Strategies
Synthesis
(Demographics, Economy, etc.)
 Industry Environment (Porter’s 5)
 Competitors (top 3 or so)
 What are the industry dynamics
Average
Revised: January 11, 2016
 Clearly outline these elements.
 Industry dynamics include the likelihood of
competitor attach and response and the form
these attacks and responses are likely to take
given conditions in the environment
Resources (Tangible / Intangible)
Capabilities (by Functional Area)
Core Competencies (VIRO)
Performance
 Details will be needed (e.g. you should say
“Their physical plant is the most modern and
efficient in the industry and it allows them
to….” rather than simply listing “physical
Plant” under a list of tangible resources).




Business Level Strategy
Corporate Level Strategy
International Strategy
Cooperative Strategy
 Tell me what is their:
‫ ־‬Generic Bus. level strategy is (Cost
Leadership, Diff, Focus, etc.)
‫ ־‬Corp. level strategy (Conglomerate, Vert.
Integration Single bus., etc.)
‫ ־‬International Strategy (Global,
Transnational, Multidomestic).
‫ ־‬Any Joint Ventures, etc.




Firm Strengths & Weaknesses
Enviro. Opportunities & Threats
SWOT Matrix
Does the strategy fit the SWOT
 Summarize not only the strengths &
weaknesses / opportunities & threats but
relate them to each other – how does all that
you’ve said so far fit together.
evaluate Alternatives
 Evaluation of Alternatives
 Recommendation
 Describe Action Plan for
Implementation
 If case info. needs updating, update it and
bring the audience/reader up to speed.
 Provide the firm’s current Mission & Goals.
 Who’re the stakeholders & what do they want?




 Possible Alternatives
 Criteria by which you will
Selecting a Course
of Action
Content
implementation
 Discuss the logic of Action Plan
 Are any new organizational
structure or controls needed
 Criteria to evaluate change success.
 Generate possible alternatives.
 Evaluate possible courses of action given
mission, SWOT and strategy.
 Evaluation (Apply the criteria)
 Recommend (This is a must)
 Logical & appropriate Action Plan for implementing your recommendations (1st this, then)
 Review any new organizational structure or
controls needed
 Criteria by which you will evaluate whether
the change was successful.
Analysis Outline
The written version should be no more than 20 page, including cover and citations, no table of
contents or exec summary needed, no less than 11 pt, double space, and no less than 1-inch margins.
Mix the tables and figures into the text as they are mentioned in the paper.
INTRODUCTION
Background in Brief
The Organization Today
MISSION, GOALS & STAKEHOLDERS
Mission
Goals and Objectives
1. …
2. …
Stakeholders
1. …
2. …
EXTERNAL ANALYSIS
General Environment
1. …
2. …
Industry Environment
1. …
2. …
Competitor Analysis
1. …
2. …
Analysis of Dynamics of External Forces
1. …
2. …
INTERNAL ANALYSIS
Resources
Tangible
1. …
2. …
Intangible
1. …
2. …
Capabilities
1. …
2. …
Core Competencies
1. …
2. …
3. Three is plenty
Performance
1. …
2. …
STRATEGY
Revised: January 11, 2016
Business Level Strategy
Corporate Level Strategy
International Strategy
Cooperative Strategies
SYNTHESIS
Strengths
1. …
2. …
Weaknesses
1. …
2. …
Opportunities
1. …
2. …
Threats
1. …
2. …
SWOT Matrix!
SWOT fit with strate gy
SELECTING A COURSE OF ACTION
Alternatives
1. …
2. …
3. …
Criteria for Evaluation
1. …
2. …
3. …
Evaluation
Matrix of Criteria to Alternatives
Recommendation
Short term
Long Term
IMPLEMENTATION
Action Plan Described
1. …
2. …
Rationale for Action Plan
New Structure & Control Systems needed
Criteria to Evaluate Implementation Success
STUDENT INPUT FOR CLASS
PARTICIPATION GRADE (Due last Class)
A- B+ B
B- C+ C
Name
________________________
Student # ________________________
General attendance
A+ A
C- D
F
(Missed Classes)
          
Comments: ___________________
_______________________________________________________________________________
On-time attendance
A+ A
A- B+ B
B- C+ C
C- D
F
(Late Classes)
          
Comments: ___________________
_______________________________________________________________________________
Minutes of Sleep or
A+ A
Newspaper Reading
          
in Class
__________________________________________________________________
Contribution Quantity
A- B+ B
A+ A A-
B+ B
B- C+ C
B- C+ C
C- D
F
C- D
Comments: __________________
F
          
Comments: ___________________
_______________________________________________________________________________
_______________________________________________________________________________
Contribution Quality
A+ A A-
B+ B
B- C+ C
C- D
F
          
Comments: ___________________
_______________________________________________________________________________
_______________________________________________________________________________
Other (Specify)
A+ A A-
B+ B
B- C+ C
C- D
F
          
Comments: __________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Other (Specify)
A+ A A-
B+ B
B- C+ C
C- D
F
          
Comments: __________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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