$1.$ Historical Analysis

a$.$ Current performance $\_\_\_\_\_$

Describe your company's performance in the past three years in terms of the following performance measures. Explain how it is evolving and why you are meeting or not meeting investor expectations. $($Be sure to provide data and not just opinions.$)$

Return on Equity:

Earnings per Share:

Stock Price:

Credit Rating:

Image Rating:

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b$.$ Strategic position $(5$ marks$)\_\_\_\_\_$

State your company's current mission and competitive strategy. Explain why you selected these.

Mission $($state and explain$)$:

Generic Competitive Strategy $($Porter$)($state and explain$)$:

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$2.$ External Environment: Opportunities and Threats

a$.$ Porter $5-$forces analysis $(10$ marks$)\_\_\_\_\_$

Briefly describe the forces that drive competition in your industry. Rate each force as strong, medium, or weak.

CATEGORY FORCE DESCRIPTION Strong Medium Weak

$1.$ Industry Competitors Rivalry among existing firms

$2.$ Potential Entrants Threat of new entrants

$3.$ Substitutes Threat of substitute products

$4.$ Buyers Bargaining power of buyers

$5.$ Suppliers Bargaining power of suppliers

$6.$ Other Stakeholders $($added$)$ Relative power of other stakeholders

What conclusions do you draw from this analysis?

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b$.$ Strategic grouping $(10$ marks$)\_\_\_\_\_$

On the Comparative Competitive Efforts page of the Competitive Intelligence Report, there is a Positioning Map for the Wholesale Segment in each region. Recreate the Positioning Map for North America below to illustrate the strategic groups in your industry.

WHOLESALE SEGMENT $$ North America

High End

Price and

S$/$Q Rating

Low End

$50$ Models $500$ Models

Product Line Breadth

Explain the strategic groups in your industry.

If there are significant differences between regions, explain.

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c$.$ Industry matrix $(10$ marks$)\_\_\_\_\_$

Using information provided in the BSG simulation, provide an industry matrix for your company and your closest competitor in your industry.

INDUSTRY MATRIX

Key Success Factors

Weight Your company Rating Your company Weighted Score Your competitor Rating Your competitor Weighted Score

$1.$

$2.$

$3.$

$4.$

$5.$

$6.7.8.$

TOTALS $1\mathrm{.}00\_\_\_\_\_\_\_\_\_\_\_\_$

Explain your findings.

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d$.$ Summary of External Factors $(10$ marks$)$: $\_\_\_\_\_$

Complete the External Factor Analysis Summary $($EFAS$)$ table to organize external opportunities and threats for your company.

External Factors Weight Comments

Opportunities

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$$

$$

Threats

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Total: $1\mathrm{.}00$

$3.$ Internal Environment: Strengths and Weaknesses

a$.$ Functional analysis $(10$ marks$)\_\_\_\_\_$

Name and explain one strategy or tactic you are pursuing for each business function.

Marketing:

Finance:

Research and Development:

Operations $($Manufacturing$)$:

Operations $($Logistics$)$:

b$.$ Competency analysis $(5$ marks$)\_\_\_\_\_$

Identify and describe three core competencies you are developing.

Identify $1$ of your core competencies that you are working to establish as a "distinctive" competency.

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c$.$ Summary of Internal Factors $(10$ marks$)$: $\_\_\_\_\_$

Complete the Internal Factors Analysis Summary $($IFAS$)$ table to organize internal strengths and weaknesses of your firm.

Internal Factors Weight Comments

Strengths

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Weaknesses

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Total: $1\mathrm{.}00$

$4.$ Strategic Factors $($SWOT$)$ and Strategic Alternatives

Strategic Alternatives $$ TOWS Analysis $(10$ marks$)$:

Refer to your EFAS & IFAS tables to generate a TOWS Matrix.

INTERNAL

FACTORS

$($IFAS$)$

Strengths $($S$)$ Weaknesses $($W$)$

EXTERNAL

FACTORS

$($EFAS$)$

Opportunities $($O$)$

SO Strategies WO Strategies

Threats $($T$)$

ST Strategies WT Strategies

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$5.$ Recommended Strategies

Competitive Strategy $(10$ marks$)$:

$\_\_\_\_\_$

What is your current $($Year $13$ completed$)$ generic competitive strategy? $($Cost leadership, Differentiation, Cost focus or Differentiation focus$)$

What competitive strategy do you intend to pursue in future years $($year $14$ or later$)?$ Is it the same strategy or different? If you are changing, what strategy will you now pursue?

Describe how you will incorporate $3$ of the SO$,$ WO$,$ ST or WT strategies identified in your TOWS matrix to strengthen the competitive strategy that you intend to pursue in the industry.

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References

Appendix