MANAGING STRATEGICALLY

Annual General Meeting (AGM)

Industry Connections or Management Priorities Presentation
Weight 2%
As part of this course's applied learning, you will meet with the Executive member of a company as
arranged by the Instructor. You will have the opportunity to ask questions and network during this
event. Please, note that attendance is compulsory for all the team members. Your Grade is your
participation and attendance!

Alternatively, you may be required to present the Management Priorities using the rubric
below if the Industry connections with the Executive could not hold.

Your Instructor will keep you posted.

Suggested Agenda and timing:

1. Company Overview including: 5 minutes
a. Outline of chosen strategy and key decisions implemented to date supporting that
strategy
b. High-level review of game-to-date corporate results relative to the industry.

2. Analysis and evaluation: 10 minutes

a. What is working well and why
b. What is not working well, and
c. Key actions moving forward to maintain momentum and/or remediate issues

Total presentation time: 15 mins

Submission requirements:
• AGM presentation materials (Word or PowerPoints file) via D2L Assignments
• Grading will be guided by the attached rubric

Resources:
• Managing Strategically (7th Edition) – Gamble, Peteraf, Thompson (2021)
• GLO-BUS Business Strategy Simulation Company Results
• GLO-BUS Business Strategy Simulation Participants Guide

Tips for a successful AGM:

• Attendance and participation by all senior officers of the company at the meeting
demonstrates to the investment community your level of engagement.
• Manage your time well – review the rubric to understand the priorities of this event and
build your presentation accordingly.
• You may use supporting materials in your AGM (eg, Powerpoint) – however do not
‘overbuild’ your presentation – you have very limited time so use them only to guide the
discussion you want to have.

1 School of Business
© 2021, Southern Alberta Institute of Technology

AGM (Management Priorities) Marking Criteria
Criteria
Very good-
Excellent
Demonstrates a clear and in-
Company depth understanding of the
overview chosen strategy and key
decisions that would support
such a strategy. Accurately
and succinctly recaps relative
performance in the industry.
(5)
Provides an analysis and
Analysis evaluation of performance
and strengths and weaknesses that
is accurate, clear and
evaluation insightful. Outlines key
actions that are specific,
focused and appropriate for
building on strengths and
addressing weaknesses.
(9-10)
Time is managed effectively,
Presentation Presentation is professional
effectiveness with broad participation of
Company Executives.
Presentation materials are
powerful and value-adding.
All components present.
(5)
Total Mark
2 School of Business
© 2021, Southern Alberta Institute of Technology
Points
Good
Demonstrates a clear
understanding of the chosen
strategy and the decisions
that would support such a
strategy. Accurately recaps
relative performance in the
industry.
(4)
Provides an accurate and
clear analysis and
evaluation of
performance strengths
and weaknesses.
Outlines key actions that
are appropriate for
building on strengths and
addressing weaknesses.
(7-8)
Time is managed
effectively. Presentation is
professional with broad
participation of most
Company Executives.
Presentation materials are
value-adding.
Most components present.
(4)
MANAGING STRATEGICALLY
Met Minimum
Requirement
Demonstrates a basic
understanding of the chosen
strategy and the decisions
that would support such a
strategy. Provides a recap
of relative performance in
the industry.
(2-3)
Provides a basic analysis
and evaluation of
performance strengths and
weaknesses. Outlines key
actions that generally are
focused and appropriate for
building on strengths and
addressing weaknesses.
(5-6)
Presentation has some issues
regarding organization,
budgeting time or use of
presentation aids that do not
add value.
(2-3)
Mark
Needs
Improvement Awarded
Demonstrates an
understanding of the
chosen strategy that is
superficial and/or lacking.
Provides a recap of
performance that is
unfocused or inaccurate.
(0-2)
Provides an analysis and
evaluation of performance
strengths and weaknesses
that is materially
inaccurate or unclear to
some extent. Actions
outlined are materially
deficient.
(0-4)
Presentation is somewhat
unorganized and/or time
is not budgeted well.
Presentation materials are
over/under-built and
distracting value-adding.
(0-1)
/20