TABLE OF CONTENTS

PART 1

Executive Summary (TO BE PREPARED LAST)

1. Introduction and Company Background

2. Research Methodology and Limitations

3. Mission and Vision
3.1. Company Mission
3.2. Company Vision
3.3. Review of Mission / Vision
3.4. Recommendations
4. External Assessment
4.1. General Environment
4.2. Economic Forces
4.2.1. Factor 1
4.2.2. Factor 2
4.3. Political Forces
4.3.1. Factor 1
4.3.2. Factor 2
4.4. Technological Forces
4.4.1. Factor 1
4.4.2. Factor 2
4.5. Social-demographic Forces
4.5.1. Factor 1
4.5.2. Factor 2
4.6. Legal Forces
4.6.1. Factor 1
4.6.2. Factor 2
4.7. Competitor Analysis
4.7.1 Competitive Intelligence Program
4.7.2 Five Forces Competition Model
4.7.2.1. Threat of New Entrants
4.7.2.2. Bargaining Power of Buyers
4.7.2.3. Threat of Substitutes
4.7.2.4. Bargaining Power of Suppliers
4.7.2.5. Rivalry among Competitors
4.7.2.6. Industry Attractiveness
4.7.3. Main Competitor
4.7.3.1. Main Competitor Profile
4.7.4. Competitive Profile Matrix
5. External Factor Evaluation Matrix (EFE Matrix)
5.1. External Critical Issues
 PART 2

6. Internal Assessment
6.1. Culture*
6.1.1. Style
6.1.2. Ethics / Shared Values
6.2. Management*
6.2.1. Corporate Image
6.2.2. Strategy
6.2.3. Organization / Structure
6.2.4. Staffing and Motivating
6.3. Marketing
6.3.1. Product
6.3.2. Differentiating Attribute*
6.3.3. Pricing
6.3.4. Promotions
6.3.5. Distribution
6.4. Operations
6.5. Information Systems
6.6. Research and Development
7. Internal Factor Evaluation Matrix (IFE Matrix)
7.1. Internal Critical Issues
8. Strategy Formulation
8.1. TOWS Matrix (Threats-Opportunities-Weaknesses-Strengths)
8.2. SPACE Matrix (Strategic Position and Action Evaluation)
8.3. BCG Matrix (Boston Consulting Group)
9. Prioritization of Strategies
9.1 QSPM Quantitative Strategic Planning Matrix
10. Critical Strategic Issues
 PART 3

11. Proposed Objective and Strategies

11.1. Strategic Objective*
11.2. Business Strategy
11.1. Key Strategies per Business Unit
12. Action Plans and Programs*
13. Strategy Evaluation and Control
13.1. Strategy Map – Balanced Scorecard*
14. Contingency Planning*
14.1. Downside – Potential Events
14.2. Upside – Potential Events
References
Appendices (if applicable)
Appendix A – Industry Market Shares (Years)
Appendix B – List of Tables and Figures
Appendix C – Interview Script (if applicable)
 EXAMPLE OF THE EXTERNAL ASSESSMENT DIAGRAM

EXAMPLE OF CHARTS / GRAPHS TO INSERT IN YOUR EXTERNAL

FORCES, AS APPLICABLE
 EXAMPLE OF THE PORTER’S 5 FORCES DIAGRAM

LINK ON HOW TO USE THE ATA CITATION

ATA CITATION:

https://guides.libraries.psu.edu/apaquickguide/intext#:~:text=APA%20in%2Dtext%20citation%20style,14

A SAMPLE OF A TURNITIN SIMILARITY REPORT

TURNITIN SIMILARITY REPORT:

 *BRIEF DESCRIPTION ON THE FF

*CULTURE – Leadership Styles

Examples:
Directive (top-to-Bottom)
Participative (democratic, a culture of innovation)
Authoritative (compliance)
Transformational (inspiration)
Servant Leadership (inclusion, everyone is a leader)

*MANAGEMENT STRATEGIES
Examples:
Growth, Stability, Retrenchment or any combination
Aggressive, Competitive, Defensive, Conservative

*PRODUCT DIFFERENTIATION –
Examples:
Convenience
Packaging
Quality
Modified - all natural; how product is made
Appealing to a certain demographic
Niche Market
Being the first
Being the latest
Attribute ownership – customization
Heritage

*STRATEGIC OBJECTIVE – Should be S.M.A.R.T.

Can be Financial or Marketing Objectives
Examples of financial Objectives:
Growth in revenues
Growth in earnings
Wider profit margins
Bigger cash flows
Higher returns on invested capital
% Growth in Profits or Revenue
Profit Margin (as a % or total P’s – sometimes called “gross margin”)
Average Price
Average Cost
Return on Investment (ROI)
Earnings per Share

Examples of Marketing Objectives:

Increase Brand Awareness
Increase Market Share
Launch a New Product or New Product Trials (Product Development, Diversification)
Introduce the Company to New Local or International Markets (Market Penetration, Market
Development)
Increase Company Profits
Attract New Customers
Retain Current Customers / Customer Loyalty
Increase Sales
Customer Satisfaction
*ACTIONS PLANS

*BALANCED SCORECARD

*CONTINGENCY PLANNING