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Guidelines For Presenting a 15-Minute

Strategic Management Case Analysis

by
• Fred David and Forest David, Authors of
Strategic Management: Concepts and Cases –
A Competitive Advantage Approach
published by Pearson, Inc.,
17th edition will be available 1-1-19
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
•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

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