Strategic Plan Part 2: SWOT Analysis Paper Jon Thompson BUS/475 November 14, 2016 Michael Portillo Running head: STRATEGIC PLAN PART 2: SWOT ANALYSIS PAPER 1 STRATEGIC PLAN PART 2: SWOT ANALYSIS PAPER 9 Strategic Plan Part 2: SWOT Analysis Paper Organizations in-charge of shipment and ferrying of goods have increasingly become concerned due to the widespread changes in the economy, the installations of new regulations, and the current initiatives on highway funding. It is of importance to note that some changes progress faster than others. Soon, this is expected to take place in the trucking industry. The shortage of drivers, which has become a universal norm, will ensure that the trucking companies are bewildered so as to be able to attract and ensure that their professionals remain (Trends to Track in 2016 - Article - TruckingInfo.com. 2016). The economic state has taken a back seat, but the direction it has taken is a huge blow for all of the stakeholders in the trucking sector. The following are some of the forces and trends that are expected to reshape the transportation industry in the future. The United States' economy is one of the fastest growing economies in the world today with about 2.5% annual growth rate. The pace is expected to escalate in the next coming years. The major influencers of the economy are the solid momentum in the domestic market as opposed to a cautious approach to investment in the global environment, which is very emaciated. However, businesses in the country have shown to be conservative on the current elective environment. They continue in spite of lacking a strong dollar and are waiting for growth in the economy that has led to the opportunities of exportation being slim (Regulation & Legislation: Truckers Get the Message - Inbound Logistics. (2016). Further, weakness is showing by reduced investment levels and productivity; the American economy is expected to resume normality, resulting in labor shortages which might pressurize wages and hence eat into the profits earned by the corporate firms. To curb this, Swift Transportation Company has the objective of remaining active and hence, extending the above average growth for a longer period. The plan by the organization will be of great help because the economic components are continuing at levels that are not sustainable. The current economic variables make the group predict the economic growth rate to be at a staggering 2.8% for this fiscal year (Trends to Track in 2016 - Article - TruckingInfo.com. 2016). More concerns threaten the annual economic gains for the organization in the financial year. The risks are associated with the slowing down in the domestic economies overseas. The economies continued slowing is considered a threat because it can constrain the projected growth rate at a mere 1%. When this happens, then, there are very high possibilities that those financial markets at the global level will be hugely affected and this will tran.

1. Strategic Plan Part 2: SWOT Analysis Paper
Jon Thompson
BUS/475
November 14, 2016
Michael Portillo
Running head: STRATEGIC PLAN PART 2: SWOT ANALYSIS
PAPER
1
STRATEGIC PLAN PART 2: SWOT ANALYSIS PAPER
9
Strategic Plan Part 2: SWOT Analysis Paper
Organizations in-charge of shipment and ferrying of goods have
increasingly become concerned due to the widespread changes
in the economy, the installations of new regulations, and the
current initiatives on highway funding. It is of importance to
note that some changes progress faster than others. Soon, this is
expected to take place in the trucking industry. The shortage of
drivers, which has become a universal norm, will ensure that the
trucking companies are bewildered so as to be able to attract
and ensure that their professionals remain (Trends to Track in
2016 - Article - TruckingInfo.com. 2016). The economic state
has taken a back seat, but the direction it has taken is a huge
blow for all of the stakeholders in the trucking sector. The

2. following are some of the forces and trends that are expected to
reshape the transportation industry in the future.
The United States' economy is one of the fastest growing
economies in the world today with about 2.5% annual growth
rate. The pace is expected to escalate in the next coming years.
The major influencers of the economy are the solid momentum
in the domestic market as opposed to a cautious approach to
investment in the global environment, which is very emaciated.
However, businesses in the country have shown to be
conservative on the current elective environment. They continue
in spite of lacking a strong dollar and are waiting for growth in
the economy that has led to the opportunities of exportation
being slim (Regulation & Legislation: Truckers Get the Message
- Inbound Logistics. (2016).
Further, weakness is showing by reduced investment levels and
productivity; the American economy is expected to resume
normality, resulting in labor shortages which might pressurize
wages and hence eat into the profits earned by the corporate
firms. To curb this, Swift Transportation Company has the
objective of remaining active and hence, extending the above
average growth for a longer period. The plan by the
organization will be of great help because the economic
components are continuing at levels that are not sustainable.
The current economic variables make the group predict the
economic growth rate to be at a staggering 2.8% for this fiscal
year (Trends to Track in 2016 - Article - TruckingInfo.com.
2016).
More concerns threaten the annual economic gains for the
organization in the financial year. The risks are associated with
the slowing down in the domestic economies overseas. The
economies continued slowing is considered a threat because it
can constrain the projected growth rate at a mere 1%. When
this happens, then, there are very high possibilities that those
financial markets at the global level will be hugely affected and
this will translate to the country's economy hence slowing it
down.

3. One of the greatest hopes that the organization clings to is the
rampant growth rate that the trucking industry has witnessed
sine the 90’s, the rate is even higher than the rate that GDP has
over the same timeframe.
The organization plans to use 3PLs, makes use of the
transportation management system (TMS) to help with
supporting the procedures in the supply chain and the choices
concerning transportation. TMS software will help by providing
visibility into the organization's supply chain performance
through the use of data and the collected reports. The TMS
software will help with information that is collectible and that
can be in turn analyzed to help with identifying the problems
and the solutions that are in the industry's supply chain.
However, this will be significantly challenging due to the use of
the connected vehicle that has forced some truck operators to
dig deep to ensure some elements of positive change. The
majority of fleets have had the consideration of leveraging the
authority and extent of the various technological solutions to
ensure that the operations are efficiently manageable. Swift
Transportation Company getting access to an enhanced number
of technological advancements implies that the managers of its
fleet can access a lot of data to help them with making
decisions. The organization also plans on collecting information
on driver behavior, and vehicle maintenance request. This
information may assist with ensuring an increment in the
efficiency, reduction in the costs of fuels, improve the level of
offering services and guarantee an improvement in the level of
services the company is providing to the customers (Regulation
& Legislation: Truckers Get the Message - Inbound Logistics.
(016).
One of the plans that the organization has is the use of system
integration. This medium will range from the management
systems, the GPS tracking, and the accounting software for the
organization. These will be helpful in ensuring knowledge of
the assets' location and can be used to update an estimated time
of delivery. The team also developed an Uber-like application

4. that consumers can download to their smartphones. Through the
App, consumers will be able to place their shipment orders and
choose the most appropriate truckers for them. Further, the
organization will make use of technology to help with
automated mechanicals and the adoption of fully-automatic
transmissions to help with saving fuel and suit drivers (Trends
to Track in 2016 - Article - TruckingInfo.com. 2016).
The next trend is the road works. The United States' Congress
has passed one of the major multi-annual highway bills since
2009. Trucking is known to be responsible for carrying a
staggering 67% of the freight tonnage transported in the United
States Since 2011. However, the initiatives started by the
Federal Motor Carrier Safety Administrative (FMCSA) relating
to the CSA (Compliance, Safety, Accountability is a huge
challenge), is a huge problem for the company (Regulation &
Legislation: Truckers Get the Message - Inbound Logistics.
2016). When adding this with the federal requirements of the
newly passed Hours-of-Service (HOS) regulations for the sake
of the drivers, the issue becomes a nightmare.
Finding and retaining an excellent driver has become a
nightmare for the transportation industry in the recent past. The
organization is very much aware of the role they play in
ensuring a successful financial year; in fact, the impacts of pay
for the drivers have cost the trucking industry a staggering
figure of between USD 1.6 billion and USD 3.9 billion on an
annual basis. However, through enhanced allowances and
drivers' training, the company anticipates motivating its drivers
and foster good Return on Investments (ROE). Another factor
that the institution upholds is prioritization of the safety around
its premises. Adequate measures have been taken to ensure that
the equipment used are safe and that the company is only hiring
safe drivers from their respective positions. By adhering to the
CSA and the requirements of the electronic stability control
(ESC), the organizations on the verge of making Swift
Transportation company, the safest in the whole of the United
States.

5. APPENDIXStrengthsWeaknesses
External forces and trends considerations:
· Legal and regulatory
The Federal Motor Carrier Safety Administrative (FMCSA)
· Global
Enhanced peace and security
· Economic
2.5% annual economic growth rate
· Technological
The increased use of Uber-like Apps for marketing
· Innovation
The use of a vehicle to vehicle communication interphases.
· Social
Increased social media presence by other firms in marketing
· Environmental
Good business environment in the USA
Internal forces and trends considerations:
· Strategy
Long-term organizational strategy
· Structures
Well outlined organizational structure
· Processes and systems
Workable systems
· Resources
Readily available resources
· Goals
To be the best transportation firm in the country
· Strategic capabilities
Swift is the leading trucking company in the region
· Culture
Prioritizing consumer satisfaction
· Technologies
The management systems, the GPS tracking, and the accounting
software

6. · Innovations
The management systems, the GPS tracking, and the accounting
software
· Intellectual property
A competitive HR department
· Leadership
The organization has the most qualified leadership than its
competitors.
External forces and trends considerations:
· Legal and regulatory
The Federal Motor Carrier Safety Administrative (FMCSA)
· Global
Increased Terrorism
· Economic
Financial meltdown
· Technological
Saturation of the technological world
· Innovation
Lack of innovative skillsOpportunitiesThreats
External forces and trends considerations:
· Legal and regulatory
The Federal Motor Carrier Safety Administrative (FMCSA)
· Global
Increased trade partnership between the United States and
other world countries
· Economic
Increased global trade
· Technological
Greater use of technology in operations
· Innovation
Continued technological advancements in transportation
industry
· Social
Enhanced social media presence by consumers for placement of
orders

7. · Environmental
Internal forces and trends considerations:
· Strategy
Long-term organizational strategy
· Structures
Well outlined organizational structure
· Processes and systems
Workable systems
· Resources
Readily available resources
· Goals
To be the best transportation firm in the country
· Strategic capabilities
Swift is the leading trucking business in the region
· Culture
Prioritizing consumer satisfaction
· Technologies
The management systems, the GPS tracking, and the accounting
software
· Innovations
The management systems, the GPS tracking, and the accounting
software
· Intellectual property
A competitive HR department
· Leadership
The organization has the most qualified leadership than its
competitors.
External forces and trends considerations:
· Legal and regulatory
The Federal Motor Carrier Safety Administrative (FMCSA)
· Global
Increased Terrorism
· Economic
Financial meltdown
· Technological
Saturation of the technological world

8. · Innovation
Lack of innovative skills
References
Regulation & Legislation: Truckers Get the Message - Inbound
Logistics. (2016). Inboundlogistics.com. Retrieved 10
November 2016, from
http://www.inboundlogistics.com/cms/article/regulation-and-
legislation-truckers-get-the-message/
Trends to Track in 2016 - Article - TruckingInfo.com. (2016).
Truckinginfo.com. Retrieved 10 November 2016, from
http://www.truckinginfo.com/article/story/2015/12/6-trends-to-
track-in-2016.aspx
Strategic Plan Part 1: New Product or Service
Jon Thompson
BUS/475
November 7, 2016
Michael Portillo
Running head: STRATEGIC PLAN PART 1: NEW PRODUCT
OR SERVICE
1
STRATEGIC PLAN PART 1: NEW PRODUCT OR SERVICE
10

9. Strategic Plan Part 1: New Product or Service
Swift Transportation Company realizes the great exposure it has
to the public as compared to other industries. This is because,
the organization does not just have to maintain a department in-
charge of the customer service, but also to ensure a continuation
of the contracts with the customers that it via their drivers, sales
representatives, logistic coordinators, and agents. This is the
reason why the organization has a solemn commitment of
ensuring that even though it is creating a new division, there is
a continuation improvement in the experiences of the customers.
The importance of innovation in Swift Transportation
Company's vision, mission, and values, and determine your
business model for this new division. Include the following:
Swift’s vision is to ensure achievement in unity. This
provides a reflection of the support that the organization gets
from its community to help with raising its ambitions and the
economies of its times. By stating ‘more’ the firm implies
through the strategic thrusts that it has. ‘Together’ implies the
strength, and the ability to draw the available resources in the
wider SWIFT community. Through the vision, the firm will
become the leading trucking company in history.
Mission
Swift Transportation has a mission of attracting and retaining
customers by ensuring that they get the best transportation
solutions and putting in place profitable, culture regarding
safety that is disciplined, a never-failing trust, and the best
services in the industry. To achieve this, the organization holds
to the following set of values that helps with spearheading it
ahead. They include upholding safety, respect, balance, proper
communication, teamwork, and accountability, just to mention a
few.
To ensure maximum customer satisfaction, the organization has
put in place the most workable professional code of ethics for
its employees, the officers, and the organizational board
members to help with governing their ethical standards when in
the premises of the company. With this, the organization has

10. ensured that its customers gets the best of the services that is
necessary for them.
Propose a new product or service for the new company division.
The division should be customer-focused with an innovative
mission statement.
To foster a good customer service, relation, and service, the
organization is working with its innovative team to ensure the
incorporation of the 3PL technology. 3 PLs will work in
closeness to help the created division with creating the best
types of collaborative relationships that will help with fostering
the experiences of the consumers. The organization understands
the existing relationship between the shippers, the carriers, and
the experts in the logistic department, but it is quite complex.
The 3PLs makes use of the transportation management system
(TMS) to help with supporting the procedures in the supply
chain and the choices with respect to transportation. TMS
software will help by providing visibility into the organization’s
supply chain performance through the use of data and the
collected reports. The TMS software will help with enabling,
real-time, and information that is tangible being collected that
can be in turn analysed to help with identifying the problems
and the solutions that are in the industry’s supply chain. When
the division creates solution with the knowledge that is gained
from the data on TMS often leads to the satisfaction of the
customers to be enhanced.
The organization is well aware that to have it continue with
fostering growth, the most significant step that should be taken
is to ensure the satisfaction of the customers it has. In fact,
there are predictions that by 2020, the experience of the
customers will have greater importance that the price, brand
choice, or the product as a differentiator in the decisions
relating to the purchasing. Therefore, the organization has
understood that the key differentiator with respect to either a
customer being satisfied or not, or being happy or unhappy, will
have great dependence on the nature of the insight that firm will
have on the data produced by TMS.

11. The data that is retrieved from the TMS will allow the
organization’s shippers and their providers of logistics to help
with better planning for the capacity that is limited, the constant
change in the demand, the costs of the fuel and the size of
shipment. Since the data being dealt with here is very big, the
organization understand the necessity of having the best metrics
in place that will help with adequate remembrance of the
expectations that the c0ustomers come with. The ultimate
objective that the firm has is to ensure that all of the
expectations put in place are met, taking into consideration
from the shippers to the very-end consumers in the supply
chain. Therefore, by using the TMS, the organization will be
able to understand the instances of success and failures that may
exists in the supply chain.
Describe how the division addresses customer needs and
achieves competitive advantage.
By making use of the 3PL-shipper relationship, the division of
the organization will be able to develop an enhanced
competitive advantage through the use of the integrated
technology.
Create a vision and a business model for this new division that
clearly demonstrates your decision on what you want your
business to become in the future.
The organization understands that a great portion of the current
American population tend to consider shipping to be a part and
parcel of the overall experience they get when they go
shopping. Therefore, through the creation of the new division,
the company understands that as days go by, the consumers tend
to prefer quick deliveries to be their positive experiences. This
means that if there is a failed or a delivery that is mistimed,
then the consumer experience will be take to be very poor.
When the organization generates data from the TMS then this
will provide it and its logistic providers with the chance of
engaging the best planning practises for cases of limited
capacities, the altering demand, the costs of fuel, and the sizes
of shipment.

12. TMS technology generally helps with documenting data related
to:
· Tracking of the deliveries
· Notifications of the status updates
· Analysis of the lanes
· Metrics to help with one-time performances.
· The trends in the volumes, and
· The costs
The firm has a clear understanding that it will be able to benefit
from 3PLS who are able to generate and to provide the analysis
of the big data to help with finding the opportunities for diving
success and improving the experience of the customers. This is
the main driving force behind the organization deciding to
expand by creating a new division.
The organization is also very aware of the challenges that lies
ahead in its bid in creating enhanced customer experiences.
Some of them include the demands of the customers and ever
expanding challenges of retail. Therefore, through the
integration of the organization’s management technology, it will
be able to have its supply chain enhanced, and alternatively
leading to the growth and achievement of the best associations
by the customers.
The following model will be of significance in helping the firm
realize the dream of the new branch.
Step 1: Identifying the most appropriate equipment
This will be the first decision and the one which will be the
most expensive. After this is done, the division will make the
decision if it either wants to purchase the equipment or if it
wants to lease them.
Step 2: Acquiring the best Customers
In most cases, the new-operators acquire their first customers
for shipment from a kind of load board. However, due to its
competitiveness, the use of load-board should never be the
long-term strategy for the division.
Step 3: Engaging in the best biding by being aware of the
division’s expense

13. The organization will take the necessary steps to ensure that its
bids are low enough to ensure competitiveness yet a figure that
will still ensure that the division remains profitable. The only
way that an organization can achieve this mixed fortune is to be
aware of the expenses that it has: these are with regard to the
maintenances, the repairs of the trucks, payments of trucks and
trailers, the fuel prices, and the work’s costs.
Step 4: Ensuring that the back office is run efficiently
For the tracking organization to be a success, the back office
should be well managed.
Step 5: Avoiding the problems associated with cash flows
This is the last part of the model that will be used by the
organization. The organization will avoid through the use of
freight factoring. Through this, the organization, will be able to
get advance for the freight bills that are slow-paying.
To ensure that the vision, mission, and value of the new
division align with the company's mission and vision, the
division will offer the same types of services being offered at
the main plant, just with improved customer experience. The
main course in this case is having the organization plan aligned
with that of the parent company.
Summarize how the vision, mission, and values guide the
division's strategic direction.
Vision
To provide the customers with the best experience in the whole
of the industry.
Mission
The mission will be to attract and ensure that the customers are
maintained by offering the best solutions for their
transportations.
Values
The values will include:
· Safety
· Respect
· Communication
· Trust

14. · Winning attitude, just to mention a few.
Define your guiding principles and values for your division in
the context of culture, social responsibility, and ethics.
The employees, the officers and the board members of the
company will be expected to adhere to the following guiding
principles:
· Carry out their duties in a way that is honest, ethical, while
upholding the highest integrity.
· The stakeholders will be provided with the best documents
regarding the operations of the business.
· The division will strive to tear the line of the rule and the
regulations that the state, and the federal governments have
outlined.
· Confidentiality of the information regarding the firm will be
treated with utmost confidentiality.
· Fostering accountability and ensure that the assets that the
firm has remains under control.
· The management will act to proactive promote and lead by an
example when it come to the ethical behaviors.
With these strategies, the division will be the best and offer
unmatched services to the consumers in the industry.
References
http://www.swifttrans.com/who-we-are/mission-and-values
http://smallbusiness.chron.com/improve-customer-service-
transportation-industry-2071.html
http://info.plslogistics.com/blog/3pl-technology-helps-enhance-
customer-experiences
Week 1 IndividualIndividual Assignment: Mission, Vision, and
You PaperPurpose of AssignmentThe Week 1 assignment allows
students to explore their own company or one they are familiar
with and relate this to their own experience to determine the
importance of the mission and vision of a business as well as
the influence this may have on their own role.Grading

15. GuideContentMetPartially MetNot MetPointsComments:The
paper includes the mission statement of the selected
organization.x10Your paper included the mission statement for
your selected organization.The paper includes the vision
statement of the selected organization.x10Your paper included
the vision statement for your selected organization.The paper
includes a discussion of the role of the mission and vision
statements on the operation of the organization and how they
align with the company’s actions.x10Your paper included a
discussion on how the mission and vision statements impact the
operation of the business and how they align with the
company’s action.The paper includes a discussion of the effect
of the mission and vision statements on the student as employee
or manager.x10Your paper included a discussion on the effect
the mission and vision statements have on key stakeholdersThe
paper includes an explanation of the effects of not having a
mission or vision statement.x10You discussed the effects of not
having a mission or vision statement in detail.The paper is 350-
to 700-words in length.x10Your paper met word countTotal
AvailableTotal Earned60.060Writing GuidelinesPartially
MetNot MetComments:The paper—including tables and graphs,
headings, title page, and reference page—is consistent with
APA formatting guidelines and meets course-level
requirements.x10Your paper met APA requirementsIntellectual
property is recognized with in-text citations and a reference
page.x10Your paper included proper citationsParagraph and
sentence transitions are present, logical, and maintain the flow
throughout the paper.x5Your paper flowed logicallySentences
are complete, clear, and concise.x5You used clear and concise
language in your paperRules of grammar and usage are followed
including spelling and punctuation.x10Your paper did not
include significant grammar errors.Total AvailableTotal
Earned4040Assignment Total#100100.00OVERALL
ASSIGNMENT NOTES: Excellent work overall on your
paper.Your total paper score is:100Days Late (if any):0Final
Score Minus any Late Penalty100Since this assignment is worth

16. 5 points, and you earned 100 points on the paper, you will
receive 5 total points on this paper.
Week 2 IndividualCRITERIANEEDS
IMPROVEMENTSATISFACTORYEXCEPTIONALFeedback/Co
mmentsTotal Section
SCOREContent
Max: 50 PointsThe writer does not demonstrate cursory
understanding of subject matter, and the purpose of the paper is
not stated. The objective, therefore, is not addressed and
supporting materials are not correctly referenced.
FEWER THAN 20 POINTSThe writer demonstrates limited
understanding of the subject matter in that theories are not well
connected to a practical experience or appropriate examples,
though the attempt to research the topic is evident, and
materials are correctly referenced.
20- 40 POINTSThe writer demonstrates an understanding of the
subject matter by clearly stating the objective of the paper and
links theories to practical experience. The paper includes
relevant material that is correctly referenced, and this material
fulfills the objective of the paper.
41-50 POINTSIn this paper, I asked you to, in 1,400- to 1,750-
word paper in which you explain the importance of innovation
in your selected business's vision, mission, and values, and
determine your business model for this new division.Your total
section score is: 50/50Notes: Solid vision and mission
statements. I enjoyed your discussion on the principles and
values of your organization. Good use of references
throughout the paper.Did you develop a customer-focused,
innovative mission statement that defines your business's
division, products/services, and customers?YES10Did you
create a vision that demonstrates the future goals of your
organization?YES10Did you define your guiding principles and
values?YES10Did you analyze how your organization's vision,
mission, and values guide the organization’s strategic
direction?YES10Did you use business and academic references
appropriately to support your claims?YES10Organization-

17. Max: 20 PointsParagraphs do not focus around a central point,
and concepts are disjointedly introduced or poorly defended
(i.e., stream of consciousness).
FEWER THAN 20 POINTSTopics/content could be organized in
a more logical manner. Transitions from one idea to the next are
often disconnected and uneven.
8-16 POINTSThe writer focuses on ideas and concepts within
paragraphs, and sentences are well-connected and
meaningful. Each topic logically follows the objective. The
introduction clearly states the objective or ideas leading to the
purpose of the paper, and a conclusion draws the ideas together.
17-20 POINTSIn this section I am scoring on the following
items:
1. Overall Logical Flow
2. Clarity of Organization and proper use of sub-titles (I.e. did
each paragraph logically follow the last?)
3. Did all of the paragraphs follow proper structure (i.e. did
each paragraph have apx. 4-6 sentences that support one main
topic?)
4. Was each point clearly defended? Were there statements that
added no value to the paper?
5. Did the paper have a clear introduction that stated the main
points of the paper?
6. Did the paper have a clear conclusion that summarized key
points?Your total section score is: 20/20Notes: You have a
well-developed introduction and conclusion.17 to 20
POINTSDid the paper follow a logical progression?YES4Was it
clear and easy to follow? Did it make use of subtitles in a
correct way?YES4Did every point have a purpose? Were topics
defended well?YES48 to 16 POINTSDid the paper have a good
introduction?YES4FEWER THAN 8 POINTSDid the paper have
a good conclusion?YES4FORMAT
Max: 10 PointsThe paper does not conform to APA style.
FEWER THAN 4 POINTSThe paper does not conform

18. completely to APA style (e.g., margins, spacing, pagination,
headings, headers, citations, references, according to the APA
Manual).
4 to 8 POINTSThe paper is correctly formatted to APA style
(e.g., margins, spacing pagination, headings, headers, citations,
references, according to the APA Manual).
9 to 10 POINTSIn this section, I am scoring on the following
criteria:
- Was the paper correctly formatted to APA style, including
(especially) headers, citations, and references
- Was there any plagiarism noted in the paper?
-Were all references within the paper included in the reference
list, and vice versa?
*Tip for success: Run all papers through the plagiarism
CheckerYour total section score is: 4/10Notes: Your references
are not in APA format. Please visit the center for writing
excellence for more information on how to properly cite
references from the internet. You may also use the reference
generator which can be found under the “useful links” section in
the lower left corner of the classroom discussion page.Were all
APA style Guidelines met?NO0Was the paper free from
plagiarism?YES4Were all references noted
correctly?NO0Grammar and Punctuation
Max: 10 PointsThe writer demonstrates limited understanding of
formal written language use; writing is colloquial (i.e.,
conforms to spoken language). Grammar and punctuation are
consistently incorrect. Spelling errors are numerous.
FEWER THAN 4 POINTSThe writer occasionally uses awkward
sentence construction or overuses and/or inappropriately uses
complex sentence structure. Problems with word usage (e.g.,
evidence of incorrect use of Thesaurus) and punctuation persist,
often causing difficulties with grammar.
4 to 8 POINTSThe writer demonstrates correct usage of formal
English language in sentence construction. Variation in
sentence structure and word usage promotes readability. There
are no spelling, punctuation, or word usage errors.

19. 9 to 10 POINTSIn this section, I am scoring on the following
criteria:
- Grammar and punctuation
-Proper sentence structure
-Word choice
-Spelling Errors
*Tip for success: Run all papers through the grammar checker at
the CWE. Also, read your paper out loud slowly to someone
else; it will help identify long, or overly complex
sentences.Your total section score is: 10/10Notes: The paper
was free of grammar, punctuation, and spelling errors.Did the
paper utilize proper grammar, and punctuation?YES2Did the
paper have limited spelling errors?YES2Did all sentences in the
paper display proper structure?YES2Did the writer make good
word choices?YES2Did variation in sentence structure and word
choice enhance readability? Did the paper have limited
redundancy?YES2Clarity & Style
Max: 10 PointsThe writer struggles with limited vocabulary and
has difficulty conveying meaning such that only the broadest,
most general messages are presented.
FEWER THAN 4 POINTSSome words, transitional phrases, and
conjunctions are overused. Ideas may be overstated, and
sentences with limited contribution to the subject are included.
4 to 8 POINTSThe reading audience is correctly identified,
demonstrated by appropriate language usage (i.e., avoiding
jargon and simplifying complex concepts
appropriately). Writing is concise, in active voice, and avoids
awkward transitions and overuse of conjunctions.
9 to 10 POINTSIn this section, I am scoring on the following
criteria:
- Clarity and ease of reading
-Jargon and the use of technical terms
-Active voice (and consistent use of tenses)
-Conciseness
-Only third person writing
*Tip for success: Remove all usages of "I, me, we, or us", as

20. they are words that represent a first person writing style.Your
total section score is: 10/10Notes: No issues to reportWas the
paper easy to clear and easy to read?YES2Did the paper use
limited jargon?YES2Was the paper written in the third
person?YES2Was the paper in active voice, and use a consistent
tense?YES2Was the paper concise? Were the points stated
confidently?YES2OVERALL ASSIGNMENT NOTES: Overall,
you have a great idea here. I really think that your idea is
unique and there is certainly a market for this. Good work on
this paper!Your total paper score is:94Days Late (if any):0Final
Score Minus any Late Penalty94Since this assignment is worth
8 points, and you earned 94 points on the paper, you will
receive 7.52 total points on this paper.YES0NO1IN PART2345
Week 3 IndividualCRITERIANEEDS
IMPROVEMENTSATISFACTORYEXCEPTIONALFeedback/Co
mmentsTotal Section
SCOREContent
Max: 50 PointsThe writer does not demonstrate cursory
understanding of subject matter, and the purpose of the paper is
not stated. The objective, therefore, is not addressed and
supporting materials are not correctly referenced.
FEWER THAN 20 POINTSThe writer demonstrates limited
understanding of the subject matter in that theories are not well
connected to a practical experience or appropriate examples,
though the attempt to research the topic is evident, and
materials are correctly referenced.
20- 40 POINTSThe writer demonstrates an understanding of the
subject matter by clearly stating the objective of the paper and
links theories to practical experience. The paper includes
relevant material that is correctly referenced, and this material
fulfills the objective of the paper.
41-50 POINTSIn this paper, I asked you to create a SWOTT
matrix for your business, and then analyze 7 factors of that
SWOTT analysis within a 1050 word paper. I will be looking
for a complete SWOTT chart and a well-written, well-organized
paper.Your total section score is: 35/50Notes: It looks like you

21. are on the right track with your SWOTT table however, it is not
completely correct. See the attached SWOTT file for an
example of what I am looking for. This will help you on the
final paper. I did not see a discussion of your hypothesis for
each issue facing your business. Good use of references.Did you
include a fully completed SWOTT matrix? Were the factors you
noted classified correctly within each SWOTT section?IN
PART5Did your paper provide a synopsis of 7 of those forces
and trends? And did 2 of those 7 topics cover economic and
legal/regulatory factors?YES10Did the paper generate a
hypothesis surrounding each issue and note research questions
to use for conducting analysis?NO0Did the paper Identify the
circumstances surrounding each issue, and include suggested
recommendations for action for each topic?YES10Did you use
business and academic references appropriately to support your
claims?YES10Organization-
Max: 20 PointsParagraphs do not focus around a central point,
and concepts are disjointedly introduced or poorly defended
(i.e., stream of consciousness).
FEWER THAN 20 POINTSTopics/content could be organized in
a more logical manner. Transitions from one idea to the next are
often disconnected and uneven.
8-16 POINTSThe writer focuses on ideas and concepts within
paragraphs, and sentences are well-connected and
meaningful. Each topic logically follows the objective. The
introduction clearly states the objective or ideas leading to the
purpose of the paper, and a conclusion draws the ideas together.
17-20 POINTSIn this section I am scoring on the following
items:
1. Overall Logical Flow
2. Clarity of Organization and proper use of sub-titles (I.e. did
each paragraph logically follow the last?)
3. Did all of the paragraphs follow proper structure (i.e. did
each paragraph have apx. 4-6 sentences that support one main

22. topic?)
4. Was each point clearly defended? Were there statements that
added no value to the paper?
5. Did the paper have a clear introduction that stated the main
points of the paper?
6. Did the paper have a clear conclusion that summarized key
points?Your total section score is: 20/20Notes: The
introduction was strong and fully introduced all the main
requirements of the paper. The conclusion fully summarized the
main requirements and closed out the paper.17 to 20
POINTSDid the paper follow a logical progression?YES4Was it
clear and easy to follow? Did it make use of subtitles in a
correct way?YES4Did every point have a purpose? Were topics
defended well?YES48 to 16 POINTSDid the paper have a good
introduction?YES4FEWER THAN 8 POINTSDid the paper have
a good conclusion?YES4FORMAT
Max: 10 PointsThe paper does not conform to APA style.
FEWER THAN 4 POINTSThe paper does not conform
completely to APA style (e.g., margins, spacing, pagination,
headings, headers, citations, references, according to the APA
Manual).
4 to 8 POINTSThe paper is correctly formatted to APA style
(e.g., margins, spacing pagination, headings, headers, citations,
references, according to the APA Manual).
9 to 10 POINTSIn this section, I am scoring on the following
criteria:
- Was the paper correctly formatted to APA style, including
(especially) headers, citations, and references
- Was there any plagiarism noted in the paper?
-Were all references within the paper included in the reference
list, and vice versa?
*Tip for success: Run all papers through the plagiarism
CheckerYour total section score is: 10/10Notes:The paper met
APA guidelines.Were all APA style Guidelines met?YES3Was
the paper free from plagiarism?YES4Were all references noted
correctly?YES3Grammar and Punctuation

23. Max: 10 PointsThe writer demonstrates limited understanding of
formal written language use; writing is colloquial (i.e.,
conforms to spoken language). Grammar and punctuation are
consistently incorrect. Spelling errors are numerous.
FEWER THAN 4 POINTSThe writer occasionally uses awkward
sentence construction or overuses and/or inappropriately uses
complex sentence structure. Problems with word usage (e.g.,
evidence of incorrect use of Thesaurus) and punctuation persist,
often causing difficulties with grammar.
4 to 8 POINTSThe writer demonstrates correct usage of formal
English language in sentence construction. Variation in
sentence structure and word usage promotes readability. There
are no spelling, punctuation, or word usage errors.
9 to 10 POINTSIn this section, I am scoring on the following
criteria:
- Grammar and punctuation
-Proper sentence structure
-Word choice
-Spelling Errors
*Tip for success: Run all papers through the grammar checker at
the CWE. Also, read your paper out loud slowly to someone
else; it will help identify long, or overly complex
sentences.Your total section score is: 10/10Notes:The paper
was free of grammar, punctuation, and spelling errors.Did the
paper utilize proper grammar, and punctuation?YES2Did the
paper have limited spelling errors?YES2Did all sentences in the
paper display proper structure?YES2Did the writer make good
word choices?YES2Did variation in sentence structure and word
choice enhance readability? Did the paper have limited
redundancy?YES2Clarity & Style
Max: 10 PointsThe writer struggles with limited vocabulary and
has difficulty conveying meaning such that only the broadest,
most general messages are presented.
FEWER THAN 4 POINTSSome words, transitional phrases, and
conjunctions are overused. Ideas may be overstated, and
sentences with limited contribution to the subject are included.

24. 4 to 8 POINTSThe reading audience is correctly identified,
demonstrated by appropriate language usage (i.e., avoiding
jargon and simplifying complex concepts
appropriately). Writing is concise, in active voice, and avoids
awkward transitions and overuse of conjunctions.
9 to 10 POINTSIn this section, I am scoring on the following
criteria:
- Clarity and ease of reading
-Jargon and the use of technical terms
-Active voice (and consistent use of tenses)
-Conciseness
-Only third person writing
*Tip for success: Remove all usages of "I, me, we, or us", as
they are words that represent a first person writing style.Your
total section score is: 10/10Notes:No issues to report here.Was
the paper easy to clear and easy to read?YES2Did the paper use
limited jargon?YES2Was the paper written in the third
person?Yes2Was the paper in active voice, and use a consistent
tense?Yes2Was the paper concise? Were the points stated
confidently?Yes2OVERALL ASSIGNMENT NOTES: You need
to work a little more on your SWOTT matrix. See the attached
sample for an idea of what you need to create in order to get
full credit on your final paper.Your total paper score is:85Days
Late (if any):0Final Score Minus any Late Penalty85Since this
assignment is worth 8 points, and you earned 85 points on the
paper, you will receive 6.8 total points on this
paper.YES0NO1IN PART2345
Week 4 IndividualCRITERIANEEDS
IMPROVEMENTSATISFACTORYEXCEPTIONALFeedback/Co
mmentsTotal Section
SCOREContent
Max: 50 PointsThe writer does not demonstrate cursory
understanding of subject matter, and the purpose of the paper is
not stated. The objective, therefore, is not addressed and
supporting materials are not correctly referenced.
FEWER THAN 20 POINTSThe writer demonstrates limited

25. understanding of the subject matter in that theories are not well
connected to a practical experience or appropriate examples,
though the attempt to research the topic is evident, and
materials are correctly referenced.
20- 40 POINTSThe writer demonstrates an understanding of the
subject matter by clearly stating the objective of the paper and
links theories to practical experience. The paper includes
relevant material that is correctly referenced, and this material
fulfills the objective of the paper.
41-50 POINTSIn this paper, I am looking for you to develop at
least 3 strategic objectives (that make sense in light of your
organization's vision, mission, value and SWOTT) in the format
of a Balanced Scorecard (including objectives from the
Financial, Customer, Process, and Learning & Growth
perspectives). I am also looking for you to include appropriate
metrics and targets for your objectives.
Also, I will be grading you on the 1,050 to 1400 word summary
that explains your critical thinking on how you derived your
objectives from your vision, mission, values, and SWOTT
analysis. As well as your communication plan.Your total
section score is: 50/50Notes:Did you submit your strategic
objectives in the Balanced Scorecard format?YES10Did your
strategic objectives follow the proper format? Were they
appropriately measurable?YES10In your paper, did you explain
your critical thinking and/or describe the link between your
vision/mission and balanced scorecard objectives?YES10Did
you include your sections on communication and
strategies/tactics?YES10Did you use business and academic
references appropriately to support your
claims?YES10Organization-
Max: 20 PointsParagraphs do not focus around a central point,
and concepts are disjointedly introduced or poorly defended
(i.e., stream of consciousness).
FEWER THAN 20 POINTSTopics/content could be organized in

26. a more logical manner. Transitions from one idea to the next are
often disconnected and uneven.
8-16 POINTSThe writer focuses on ideas and concepts within
paragraphs, and sentences are well-connected and
meaningful. Each topic logically follows the objective. The
introduction clearly states the objective or ideas leading to the
purpose of the paper, and a conclusion draws the ideas together.
17-20 POINTSIn this section I am scoring on the following
items:
1. Overall Logical Flow
2. Clarity of Organization and proper use of sub-titles (I.e. did
each paragraph logically follow the last?)
3. Did all of the paragraphs follow proper structure (i.e. did
each paragraph have apx. 4-6 sentences that support one main
topic?)
4. Was each point clearly defended? Were there statements that
added no value to the paper?
5. Did the paper have a clear introduction that stated the main
points of the paper?
6. Did the paper have a clear conclusion that summarized key
points?Your total section score is: 20/20Notes:17 to 20
POINTSDid the paper follow a logical progression?YES4Was it
clear and easy to follow? Did it make use of subtitles in a
correct way?YES4Did every point have a purpose? Were topics
defended well?YES48 to 16 POINTSDid the paper have a good
introduction?YES4FEWER THAN 8 POINTSDid the paper have
a good conclusion?YES4FORMAT
Max: 10 PointsThe paper does not conform to APA style.
FEWER THAN 4 POINTSThe paper does not conform
completely to APA style (e.g., margins, spacing, pagination,
headings, headers, citations, references, according to the APA
Manual).
4 to 8 POINTSThe paper is correctly formatted to APA style
(e.g., margins, spacing pagination, headings, headers, citations,
references, according to the APA Manual).

27. 9 to 10 POINTSIn this section, I am scoring on the following
criteria:
- Was the paper correctly formatted to APA style, including
(especially) headers, citations, and references
- Was there any plagiarism noted in the paper?
-Were all references within the paper included in the reference
list, and vice versa?
*Tip for success: Run all papers through the plagiarism
CheckerYour total section score is: 10/10Notes:Were all APA
style Guidelines met?YES3Was the paper free from
plagiarism?YES4Were all references noted
correctly?YES3Grammar and Punctuation
Max: 10 PointsThe writer demonstrates limited understanding of
formal written language use; writing is colloquial (i.e.,
conforms to spoken language). Grammar and punctuation are
consistently incorrect. Spelling errors are numerous.
FEWER THAN 4 POINTSThe writer occasionally uses awkward
sentence construction or overuses and/or inappropriately uses
complex sentence structure. Problems with word usage (e.g.,
evidence of incorrect use of Thesaurus) and punctuation persist,
often causing difficulties with grammar.
4 to 8 POINTSThe writer demonstrates correct usage of formal
English language in sentence construction. Variation in
sentence structure and word usage promotes readability. There
are no spelling, punctuation, or word usage errors.
9 to 10 POINTSIn this section, I am scoring on the following
criteria:
- Grammar and punctuation
-Proper sentence structure
-Word choice
-Spelling Errors
*Tip for success: Run all papers through the grammar checker at
the CWE. Also, read your paper out loud slowly to someone
else; it will help identify long, or overly complex
sentences.Your total section score is: 10/10Notes:Did the paper
utilize proper grammar, and punctuation?YES2Did the paper

28. have limited spelling errors?YES2Did all sentences in the paper
display proper structure?YES2Did the writer make good word
choices?YES2Did variation in sentence structure and word
choice enhance readability? Did the paper have limited
redundancy?YES2Clarity & Style
Max: 10 PointsThe writer struggles with limited vocabulary and
has difficulty conveying meaning such that only the broadest,
most general messages are presented.
FEWER THAN 4 POINTSSome words, transitional phrases, and
conjunctions are overused. Ideas may be overstated, and
sentences with limited contribution to the subject are included.
4 to 8 POINTSThe reading audience is correctly identified,
demonstrated by appropriate language usage (i.e., avoiding
jargon and simplifying complex concepts
appropriately). Writing is concise, in active voice, and avoids
awkward transitions and overuse of conjunctions.
9 to 10 POINTSIn this section, I am scoring on the following
criteria:
- Clarity and ease of reading
-Jargon and the use of technical terms
-Active voice (and consistent use of tenses)
-Conciseness
-Only third person writing
*Tip for success: Remove all usages of "I, me, we, or us", as
they are words that represent a first person writing style.Your
total section score is: 10/10Notes:Was the paper easy to clear
and easy to read?YES2Did the paper use limited
jargon?YES2Was the paper written in the third person?Yes2Was
the paper in active voice, and use a consistent tense?Yes2Was
the paper concise? Were the points stated
confidently?Yes2OVERALL ASSIGNMENT NOTES:Your total
paper score is:100Days Late (if any):0Final Score Minus any
Late Penalty100Since this assignment is worth 8 points, and you
earned 100 points on the paper, you will receive 8 total points
on this paper.YES0NO1IN PART2345
Week 5 IndividualCRITERIANEEDS

29. IMPROVEMENTSATISFACTORYEXCEPTIONALFeedback/Co
mmentsTotal Section
SCOREContent
Max: 50 PointsThe writer does not demonstrate cursory
understanding of subject matter, and the purpose of the paper is
not stated. The objective, therefore, is not addressed and
supporting materials are not correctly referenced.
FEWER THAN 20 POINTSThe writer demonstrates limited
understanding of the subject matter in that theories are not well
connected to a practical experience or appropriate examples,
though the attempt to research the topic is evident, and
materials are correctly referenced.
20- 40 POINTSThe writer demonstrates an understanding of the
subject matter by clearly stating the objective of the paper and
links theories to practical experience. The paper includes
relevant material that is correctly referenced, and this material
fulfills the objective of the paper.
41-50 POINTSIn this paper, I asked you to (in 4200 to 5250
words) consolidate your entire
strategic plan to include the following:
1- Your mission, vision, values,
2 -Your SWOTT analysis,
3 -Your Balanced Scorecard,
4 -A new communication plan and
5 -Your tactics and strategies plan.Your total section score is:
50/50Notes:Did you include a comprehensive section on your
mission, vision and values?YES10Did you include a section
highlighting and summarizing the results of your SWOTT
analysis?YES10Did you include content related to your
balanced scorecard?YES10Did you include your sections on
communication and 350 word executive summary?YES10Did
you use references appropriately to support your
claims?YES10Organization-
Max: 20 PointsParagraphs do not focus around a central point,
and concepts are disjointedly introduced or poorly defended
(i.e., stream of consciousness).

30. FEWER THAN 20 POINTSTopics/content could be organized in
a more logical manner. Transitions from one idea to the next are
often disconnected and uneven.
8-16 POINTSThe writer focuses on ideas and concepts within
paragraphs, and sentences are well-connected and
meaningful. Each topic logically follows the objective. The
introduction clearly states the objective or ideas leading to the
purpose of the paper, and a conclusion draws the ideas together.
17-20 POINTSIn this section I am scoring on the following
items:
1. Overall Logical Flow
2. Clarity of Organization and proper use of sub-titles (I.e. did
each paragraph logically follow the last?)
3. Did all of the paragraphs follow proper structure (i.e. did
each paragraph have apx. 4-6 sentences that support one main
topic?)
4. Was each point clearly defended? Were there statements that
added no value to the paper?
5. Did the paper have a clear introduction that stated the main
points of the paper?
6. Did the paper have a clear conclusion that summarized key
points?Your total section score is: 20/20Notes:17 to 20
POINTSDid the paper follow a logical progression?YES4Was it
clear and easy to follow? Did it make use of subtitles in a
correct way?YES4Did every point have a purpose? Were topics
defended well?YES48 to 16 POINTSDid the paper have a good
introduction?YES4FEWER THAN 8 POINTSDid the paper have
a good conclusion?YES4FORMAT
Max: 10 PointsThe paper does not conform to APA style.
FEWER THAN 4 POINTSThe paper does not conform
completely to APA style (e.g., margins, spacing, pagination,
headings, headers, citations, references, according to the APA
Manual).
4 to 8 POINTSThe paper is correctly formatted to APA style

31. (e.g., margins, spacing pagination, headings, headers, citations,
references, according to the APA Manual).
9 to 10 POINTSIn this section, I am scoring on the following
criteria:
- Was the paper correctly formatted to APA style, including
(especially) headers, citations, and references
- Was there any plagiarism noted in the paper?
-Were all references within the paper included in the reference
list, and vice versa?
*Tip for success: Run all papers through the plagiarism
CheckerYour total section score is: 10/10Notes:Were all APA
style Guidelines met?YES3Was the paper free from
plagiarism?YES4Were all references noted
correctly?YES3Grammar and Punctuation
Max: 10 PointsThe writer demonstrates limited understanding of
formal written language use; writing is colloquial (i.e.,
conforms to spoken language). Grammar and punctuation are
consistently incorrect. Spelling errors are numerous.
FEWER THAN 4 POINTSThe writer occasionally uses awkward
sentence construction or overuses and/or inappropriately uses
complex sentence structure. Problems with word usage (e.g.,
evidence of incorrect use of Thesaurus) and punctuation persist,
often causing difficulties with grammar.
4 to 8 POINTSThe writer demonstrates correct usage of formal
English language in sentence construction. Variation in
sentence structure and word usage promotes readability. There
are no spelling, punctuation, or word usage errors.
9 to 10 POINTSIn this section, I am scoring on the following
criteria:
- Grammar and punctuation
-Proper sentence structure
-Word choice
-Spelling Errors
*Tip for success: Run all papers through the grammar checker at
the CWE. Also, read your paper out loud slowly to someone
else; it will help identify long, or overly complex

32. sentences.Your total section score is: 10/10Notes:Did the paper
utilize proper grammar, and punctuation?YES2Did the paper
have limited spelling errors?YES2Did all sentences in the paper
display proper structure?YES2Did the writer make good word
choices?YES2Did variation in sentence structure and word
choice enhance readability? Did the paper have limited
redundancy?YES2Clarity & Style
Max: 10 PointsThe writer struggles with limited vocabulary and
has difficulty conveying meaning such that only the broadest,
most general messages are presented.
FEWER THAN 4 POINTSSome words, transitional phrases, and
conjunctions are overused. Ideas may be overstated, and
sentences with limited contribution to the subject are included.
4 to 8 POINTSThe reading audience is correctly identified,
demonstrated by appropriate language usage (i.e., avoiding
jargon and simplifying complex concepts
appropriately). Writing is concise, in active voice, and avoids
awkward transitions and overuse of conjunctions.
9 to 10 POINTSIn this section, I am scoring on the following
criteria:
- Clarity and ease of reading
-Jargon and the use of technical terms
-Active voice (and consistent use of tenses)
-Conciseness
-Only third person writing
*Tip for success: Remove all usages of "I, me, we, or us", as
they are words that represent a first person writing style.Your
total section score is: 10/10Notes:Was the paper easy to clear
and easy to read?YES2Did the paper use limited
jargon?YES2Was the paper written in the third person?Yes2Was
the paper in active voice, and use a consistent tense?Yes2Was
the paper concise? Were the points stated
confidently?Yes2OVERALL ASSIGNMENT NOTES:Your total
paper score is:100Days Late (if any):0Final Score Minus any
Late Penalty100Since this assignment is worth 10 points, and
you earned 100 points on the paper, you will receive 10 total

33. points on this paper.YES0NO1IN PART2345
Strategic Planning Outline
I. Title Page
II. Table of Contents
III. Executive Summary
IV. Strategic Plan Part 1: Existing Business or New Business
Division; Vision, Mission, and Value Proposition
V. Strategic Plan Part 2: SWOTT Analysis – Internal and
External Environmental Analysis; Supply and Value Chain
Analysis
VI. Strategic Plan Part 3: Assumptions, Risk and Change
Management Plan; Summary of Strategic Objectives; Balanced
Score Card and its impact on stakeholders; the Communication
Plan
VII. Conclusion
VIII. Reference Page
Appendix A: Balanced Scorecard
Vision:
OnTRAK Merchant Services will grow into an international,
full service ISO/MSP with a solid merchant member bank
relationship; acquire existing portfolios; offer new business
start-ups with quick approvals and immediate processing;
existing businesses reduce overhead costs by switching to
onTRAK; sub-agents and telesales representatives form a
national independent network of salespeople; superior customer
service from in-house and field customer service
representatives. Financial Perspective

34. To succeed financially, how should we appear to our
shareholders?
Shareholder Value or Financial Perspective, includes strategic
objectives in areas such as:
Market share
Revenues and costs
Profitability
Competitive position
objectives
measures
targets
initiatives
increase sales

35. the number of sales per month
The number of sales should increase to 5 sales per month on
average for 6 months then review
1. Increase time available for sales calls by reducing hours in
outside employment 2. Join trade
organization(s) and attend free mixers for referrals
3. Establish relationship(s) with bank(s) and credit union(s) for
referrals 4. Increase cold calls to 300 per day
5. Purchase internet traffic to NAB & ECE websites
6. Create relationship(s) with accountants for referrals
7. Compile list of retail industry trade show events and attend
when strategically viable 8. Contact existing merchant
client base and ask for referrals 9. Discover
vendors of existing client base - contact them - ask for referrals
increase residual
the volume of residual revenue per month
increase residual by $500/mo every 3 months
Solicit multilocation and $1 million + annual accounts
acquire portfolios
monthly residual
acquire $10,000 in monthly revenue within 12 months
1. contact financing sources for residual purchase
Customer Value Perspective
To achieve our vision, how should we appear to our customers?
Customer Value Perspective, includes strategic objectives in
areas such as:
Customer retention or turnover
Customer satisfaction

36. Customer value
objectives
measures
targets
initiatives
increase customer loyalty
percentage of lost customers
no more than 10% loss per year
1.gift baskets 2. birthday cards 3. holiday cards
decrease customer service response time
hours to respond
respond to customer within 3 hours
return call within 3 hours
increase offer of ancillary products
frequency of offer for ancillary products
offer at least 2 ancillary products per call
assertively
offer ancillary products

37. Process Perspective
To satisfy our shareholders and customers, at which business
processes must we excel?
Process or Internal Operations Perspective, includes strategic
objectives in areas such as:
Measure of process performance
Productivity or productivity improvement
Operations metrics
objectives
measures
targets
initiatives
increase appointments
appointment per call ratio
1 appointment per 50 calls
Buy targeted, qualified leads
reduce callbacks
call to close ratio
3 calls to 1 close
1 month callback after 3rd attempt Incentivize immediate
action
reduce non-sales activity during prime sales hours

38. percentage of non-sales activity during prime sales hours
limit non-sales activity from 5am - 6pm to 25% or less
implement organized customer service systemLearning and
Growth (Employee) Perspective
To achieve our vision, how will we sustain our ability to change
and improve?
Learning and Growth (Employee) Perspective, includes strategic
objectives in areas such as:
Employee satisfaction
Employee turnover or retention
Level of organizational capability
Nature of organizational culture or climate
Technological innovation
objectives
measures
targets
initiatives
Improve organization's customer service capabilities

39. number of positive referrals from satisfied merchants
4 referrals from satisfied current
merchants
Implement email, direct mail and/or phone interview survey
program Send thank-you notes to existing
customer base Provide $5 for-intent money-orders to
customers seeking financial remuneration
hire employees
number of employees
1 employee
begin with intern(s) from pvcc
stay current on new industry developments & technological
innovations
number of articles
read
read 1 article weekly
subscribe to 1 industry magazine
�Excellent!
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40. Sheet1SWOTT EXAMPLE: Specialty Wine Shop in
CaliforniaImpacting
FactorStrengthsWeaknessesOpportunitiesThreatsTrendsINTERN
AL ENVIRONMENTStrategyClear, focused strategy makes
objective development easier. Located in California near several
vineyards and wineries and in an area where the population has
a substantial interest in wineLack of business experience, could
lead to mistakes; Dependent on local population Location
provides opportunity to easily reach out and establish
relationships with the vineyards and wineries in the area for
supply and event hostingLiquor warehouse stores such as
BevMo and other wine shops are competitors; new entrants will
have same opportunities with regard to location (Add
Source)Small business owners tend to have similar strategies
(Add Source) StructuresFunctional structure allows for optimum
organization and management of each functionRequires separate
management of each function which calls for manager level
employees or outsourcing at relatively higher costAllows for
concentration on particular function when neededCompetition
may have a less expensive structure; Potential to lose good
managers to the competitionPeople tend to prefer working in
small to medium organizations Source, 2009) Processes and
systemsMinimal systems above and beyond basic accounting,
inventory systems; Have technical skills - no need for IT
personnelBeing a new business makes it difficult to customize
the processes and they may require significant changes as the
business maturesAble to create broad processes for each
function that are simple to learn and followCompetitors have
the ability to differentiate in their processesCompanies are
moving in the direction of documenting formal processes and
procedures for a variety of industries (Add
Source)ResourcesContracting with wineries allows for adequate
supply at reasonable cost; Good banking relationships make
lower cost of financingSmall store allows only for minimal
storage of inventory; the inability to buy in bulk can raise

41. costsOpportunity to hire employees who already have adequate
to superior knowledgeVendors may charge more; inputs have
variable costsWith the declined economy, resources may be
less costly to obtain; vendors may be willing to
dealEXTERNAL ENVIRONMENT Legal and regulatoryMost
required laws (such as Food/Beverage licensing) are easy to
follow; there are many resources in existence to explain
requirementsLiquor license (and others) can be quite costly;
lack of experience can lead to finesCan study how laws affect
wine shops; potential to hire legal resourcesChanges in the laws
and local rules could affect the business negatively if
knowledge is not currentLawsuits are increasing; If someone
was to drink and drive, that could reflect on the business (Add
Source)GlobalIn the near-term, company will not locate outside
of the United States, and likely not outside of California; Will
use local resourcesCompany recognition will be low outside the
nation which may cause international internet sales to be a non-
lucrative marketOpportunity to reach customers to purchase
wine using the internetCompetition in other states and countries
is difficult to research and a lot of competition exists on the
internet; Laws may be differentAs technology advances, internet
purchasing increases (ADD SOURCE)EconomicLocated in a
relatively affluent area; wineries may be willing to lower
wholesale costsOwner may not be able to afford start up costs
during this economic crisisInternet sales provide opportunity to
reach connoisseurs with money to spendEconomy could get
worse; Customers may stop spending on luxuriesSmall
businesses are running out of cash due to unsold inventory and
uncollected receivables (Lewis, 2009
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