Group / Name: ________________________________ 
Section of report    Grade range is 0.0 –4.4	Form	Content	
Mission, Objectives, Goals, stakeholders	•	Updated Information
•	Current Mission
•	Goals & Objectives
•	Stakeholders	•	If case info. needs updating, update it and bring the audience/reader up to speed.
•	Provide what you think is the firm’s current Mission & some goals.
•	Who’re the stakeholders and what do they want?	
General and Industry Environment 	•	Macro Environment (Demographics, Economy, etc.)
•	Industry Environment (Porter’s 5)
•	Competitors (top 3 or so)
•	How do these forces interact	•	Clearly outline these elements.	
Resources and Capabilities / Core Competencies  	•	Resources (Tangible / Intangible)
•	Capabilities (by Functional Area)
•	Core Competencies 
•	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, Corp. and International Strategies	•	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.	
Synthesis	•	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.	
Criteria, Evaluation & Recommendation	•	Possible Alternatives
•	Criteria by which you will evaluate Alternatives
•	Evaluation of Alternatives
•	Recommendation 	•	Generate possible alternatives.
•	Evaluate possible courses of action given mission, SWOT and strategy.
•	Evaluation (Apply the criteria)
•	Recommend (This is a must)	
Implementation	•	Describe Action Plan for  implementation
•	Discuss the logic of Action Plan
•	Are any new organizational structure or controls needed
•	Criteria to evaluate change success.	•	Logical & appropriate Action Plan for implementing your recommendations (first do this, then, etc.) 
•	Review any new organizational structure or controls needed
•	Criteria by which you will evaluate whether the change was successful. 	
Average			

The written version should be no more than 18 pages of text, 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 interaction 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
		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 strategy	
	
	ALTERNATIVES
		1. …
		2. …
		3. …

CRITERIA FOR EVALUATION
1. …
		2. …
		3. …

EVALUATION
		Matrix of Criteria to Alternatives							
RECOMMENDATIONS
		Short term
		Long Term

IMPLEMENTATION
		Action Plan Described
1. …
			2. …
		Rationale for Action Plan
  New Structure and Control Systems Needed	Criteria to Evaluate Success of Implementation