Top of Form Strategic Plan Part 1: Overview   1 Unsatisfactory 0.00% 2 Less than Satisfactory 74.00% 3 Satisfactory 79.00% 4 Good 87.00% 5 Excellent 100.00% 100.0 %Content 20.0 %Description of Plan A description of the type of plan including the vision, mission, and values of the organization is not included. A description of the type of plan is included however a description of the vision, mission, or values of the organization is not included. Subject knowledge is unclear or inconsistent. A description of the type of plan including the vision, mission, and values of the organization is included. Some subject knowledge is evident. A description of the type of plan including the vision, mission, and values of the organization is included. Subject knowledge is competent. A description of the type of plan including the vision, mission, and values of the organization is included. Description demonstrates comprehensive subject knowledge and understanding. 20.0 %Values and Culture An explanation of how organizational values drive culture is not included. An explanation of the culture you intend to build or that currently exist is not included. An explanation of how organizational values drive culture is included. An explanation of the culture you intend to build or that currently exist is included. Subject knowledge is unclear or inconsistent. An explanation of how organizational values drive culture is included. An explanation of the culture you intend to build or that currently exist is included. Some subject knowledge is evident. An explanation of how organizational values drive culture is included. An explanation of the culture you intend to build or that currently exist is included. Detailed examples and evidence are included. Subject knowledge is competent. An explanation of how organizational values drive culture is included. An explanation of the culture you intend to build or that currently exist is included. Plan includes relevant examples and applicable insight. Plan demonstrates comprehensive subject knowledge and understanding. 20.0 %Competitive Advantage An explanation of your competitive advantage is not included. An explanation of your competitive advantage is included. Subject knowledge is unclear or inconsistent. An explanation of your competitive advantage is included. Some subject knowledge is evident. An explanation of your competitive advantage is included. Detailed examples and evidence are included. Subject knowledge is competent. An explanation of your competitive advantage is included. Plan includes relevant examples and applicable insight. Plan demonstrates comprehensive subject knowledge and understanding. 10.0 %Presentation of Content The content lacks a clear point of view and logical sequence of information. Includes little persuasive information. Sequencing of ideas is unclear. The content is vague in conveying a point of view and does not create a strong sense of purpose. Includes some persuasive information. ...

1. Top of Form
Strategic Plan Part 1: Overview
1
Unsatisfactory
0.00%
2
Less than Satisfactory
74.00%
3
Satisfactory
79.00%
4
Good
87.00%
5
Excellent
100.00%
100.0 %Content
20.0 %Description of Plan
A description of the type of plan including the vision, mission,
and values of the organization is not included.
A description of the type of plan is included however a
description of the vision, mission, or values of the organization
is not included. Subject knowledge is unclear or inconsistent.
A description of the type of plan including the vision, mission,
and values of the organization is included. Some subject
knowledge is evident.
A description of the type of plan including the vision, mission,
and values of the organization is included. Subject knowledge is
competent.
A description of the type of plan including the vision, mission,
and values of the organization is included. Description

2. demonstrates comprehensive subject knowledge and
understanding.
20.0 %Values and Culture
An explanation of how organizational values drive culture is not
included. An explanation of the culture you intend to build or
that currently exist is not included.
An explanation of how organizational values drive culture is
included. An explanation of the culture you intend to build or
that currently exist is included. Subject knowledge is unclear or
inconsistent.
An explanation of how organizational values drive culture is
included. An explanation of the culture you intend to build or
that currently exist is included. Some subject knowledge is
evident.
An explanation of how organizational values drive culture is
included. An explanation of the culture you intend to build or
that currently exist is included. Detailed examples and evidence
are included. Subject knowledge is competent.
An explanation of how organizational values drive culture is
included. An explanation of the culture you intend to build or
that currently exist is included. Plan includes relevant examples
and applicable insight. Plan demonstrates comprehensive
subject knowledge and understanding.
20.0 %Competitive Advantage
An explanation of your competitive advantage is not included.
An explanation of your competitive advantage is included.
Subject knowledge is unclear or inconsistent.
An explanation of your competitive advantage is included.
Some subject knowledge is evident.
An explanation of your competitive advantage is included.
Detailed examples and evidence are included. Subject
knowledge is competent.
An explanation of your competitive advantage is included. Plan
includes relevant examples and applicable insight. Plan

3. demonstrates comprehensive subject knowledge and
understanding.
10.0 %Presentation of Content
The content lacks a clear point of view and logical sequence of
information. Includes little persuasive information. Sequencing
of ideas is unclear.
The content is vague in conveying a point of view and does not
create a strong sense of purpose. Includes some persuasive
information.
The presentation slides are generally competent, but ideas may
show some inconsistency in organization or in their
relationships to each other.
The content is written with a logical progression of ideas and
supporting information exhibiting a unity, coherence, and
cohesiveness. Includes persuasive information from reliable
sources.
The content is written clearly and concisely. Ideas universally
progress and relate to each other. The project gives the audience
a clear sense of the main idea.
10.0 %Layout
The layout is cluttered, confusing, and does not use spacing,
headings, and subheadings to enhance the readability. The text
is extremely difficult to read with long blocks of text, small
point size for fonts, and inappropriate contrasting colors. Poor
use of headings, subheadings, indentations, or bold formatting
is evident.
The layout shows some structure, but appears cluttered and busy
or distracting with large gaps of white space or a distracting
background. Overall readability is difficult due to lengthy
paragraphs, too many different fonts, dark or busy background,
overuse of bold, or lack of appropriate indentations of text.
The layout uses horizontal and vertical white space
appropriately. Sometimes the fonts are easy to read, but in a few
places the use of fonts, italics, bold, long paragraphs, color, or

4. busy background detracts and does not enhance readability.
The layout background and text complement each other and
enable the content to be easily read. The fonts are easy to read
and point size varies appropriately for headings and text.
The layout is visually pleasing and contributes to the overall
message with appropriate use of headings, subheadings, and
white space. Text is appropriate in length for the target
audience and to the point. The background and colors enhance
the readability of the text.
10.0 %Language Use and Audience Awareness (includes
sentence construction, word choice, etc.)
Inappropriate word choice and lack of variety in language use
are evident. Writer appears to be unaware of audience. Use of
primer prose indicates writer either does not apply figures of
speech or uses them inappropriately.
Some distracting inconsistencies in language choice (register)
or word choice are present. The writer exhibits some lack of
control in using figures of speech appropriately.
Language is appropriate to the targeted audience for the most
part.
The writer is clearly aware of audience, uses a variety of
appropriate vocabulary for the targeted audience, and uses
figures of speech to communicate clearly.
The writer uses a variety of sentence constructions, figures of
speech, and word choice in distinctive and creative ways that
are appropriate to purpose, discipline, and scope.
5.0 %Mechanics of Writing (includes spelling, punctuation,
grammar, language use)
Slide errors are pervasive enough that they impede
communication of meaning.
Frequent and repetitive mechanical errors distract the reader.
Some mechanical errors or typos are present, but they are not
overly distracting to the reader.
Slides are largely free of mechanical errors, although a few may

5. be present.
Writer is clearly in control of standard, written, academic
English.
5.0 %Documentation of Sources (citations, footnotes,
references, bibliography, etc., as appropriate to assignment and
style)
Sources are not documented.
Documentation of sources is inconsistent or incorrect, as
appropriate to assignment and style, with numerous formatting
errors.
Sources are documented, as appropriate to assignment and style,
although some formatting errors may be present.
Sources are documented, as appropriate to assignment and style,
and format is mostly correct.
Sources are completely and correctly documented, as
appropriate to assignment and style, and format is free of error.
100 %Total Weightage
Bottom of Form

6. Strategic Plan
Strategic Plan Assignment
The ability to think strategically and make choices based on
solid analysis and evaluation, in order to capitalize on achieving
optimal results when applying limited resources of the firm, are
at the core of this strategic initiative plan. Strategic initiatives
act as the vehicle to accomplish strategic goals. Strategic
initiatives translate vision into reality. The strategic
management process enables organizations to achieve objectives
through three stages: strategy formulation, strategy
implementation, and strategy evaluation.
For this assignment, create a market entry plan
(entrepreneurial), a market expansion plan for an existing
organization, or a mergers and acquisitions plan that seeks to
increase your organization’s competitive advantage. Your
strategic plan should aim to innovate. Throughout the
development of your strategic plan consider your organization’s
responsibility in the greater social good from a Christian
perspective and how your plan address ethics, cooperate social
responsibly and sustainability. Globalization brings both
benefits and challenges in the business sphere. Be sure to
consider how globalization impacts your strategic plan and
address any international considerations if needed. Your
strategic plan will be completed throughout the course in Topic
1, Topic 3, Topic 4, Topic 5, Topic 6, Topic 7, and Topic 8. Be
sure to address instructor feedback when possible.
Part 1: Overview (Topic 1)
Imagine you need to present your initial pitch for your Strategic
Initiative Plan. Create a 5-8 slide PowerPoint presentation with
speaker notes that seeks to get permission from key
stakeholders.
In your presentation, address the following:
1. Identify the type (market entry, market expansion, merger,
and acquisition) of Strategic Plan that you will be creating.
2. Provide the vision, mission, and values of the organization.
3. How do organization values drive the culture?

7. 4. What is the culture you intend to build, or exists, today?
5. What is your competitive advantage?
Provide three to five sources in your presentation.
While APA format is not required for the body of this
assignment, solid academic writing is expected, and
documentation of sources should be presented using APA
formatting guidelines, which can be found in the APA Style
Guide, located in the Student Success Center.
This assignment uses a rubric. Please review the rubric prior to
beginning the assignment to become familiar with the
expectations for successful completion.
You are required to submit this assignment to Turnitin. Please
refer to the directions in the Student Success Center.
Part 2: External and Internal Assessment (Topic 3)
An environmental scan seeks to ensure your original pitch is
viable (Part 1: Overview). External and internal assessment
tools are utilized your to ensure strategic initiative is viable.
You may find after completing your environmental scan your
strategic initiative idea will change. The environmental scan
helps you develop Key Performance Indicators (KPIs), which
will help focus the application of limited resources to produce
above-average returns. During your scan, address the following:
Internal: Identify your strategic initiative using various internal
assessment tools to evaluate your organization’s strengths and
weaknesses in functional areas of business which include
· Management
· Marketing
· Finance
· Accounting
· Productions/operations
· Research and development
· Management information systems
External: Identify your strategic initiative using various
external assessment tools to evaluate outside trends and events
outside the control of the organization, and the industry.

8. Create a 5-10 slide PowerPoint presentation that shows the
results of your environmental scan. Include the following:
· Identify what you found in your environmental scan.
· What did you learn about the industry?
· What did you learn about your organization?
· Include the external and internal assessment tools you used at
the end of your presentation as an appendix.
· How did you apply the results of your internal and external
assessment tools in your decision making process.
· Describe what you learned during the process including key
issues that will be reviewed going forward.
· How does this challenge or support your original
vision/concept?
· What is emerging from your learning?
· Outline the preliminary strategic initiative plan.
· How have you considered the selected organizations culture
within the context of implementing your strategic initiative
plan?
Provide three to five sources in your presentation.
While APA format is not required for the body of this
assignment, solid academic writing is expected, and
documentation of sources should be presented using APA
formatting guidelines, which can be found in the APA Style
Guide, located in the Student Success Center.
This assignment uses a rubric. Please review the rubric prior to
beginning the assignment to become familiar with the
expectations for successful completion.
You are required to submit this assignment to Turnitin. Please
refer to the directions in the Student Success Center.
Part 3: Organizational Chart and Operations Chart (Topic 4)
Organizational structure is a factor in implementing your plan.
Using a graphic organizer, create an organization chart. Be sure
the graphic organizer describes the relationships between
people.
Completing the “Operations Chart,” begins to provide a plan of
how strategic initiative is executed. Be sure the “Operations

9. Chart” is in the context of the Organization Chart.
This assignment uses a rubric. Please review the rubric prior to
beginning the assignment to become familiar with the
expectations for successful completion.
Part 4: Marketing (Topic 5)
Consider if your strategic plan is a market entry plan
(entrepreneurial), a market expansion plan for an existing
organization, or a mergers and acquisitions plan. Deciding who
the target market is and determining their demographics,
behaviors, motivation, needs, and goals is essential because the
target market drives the marketing plan. This is typically done
through studying research and data related to how potential
customers are willing to invest their time and energy.
Additionally, by deciding who potential customers are,
deciphering their needs, and likes and dislikes, learning about
their lifestyle, and observing how the target market behaves,
creating a brand that appeals to these customers is possible.
Create a 15-20 slide PowerPoint with speaker notes that
explains your marketing strategy. Refer to the Marketing
section of “Operations Chart” that was due in Topic 4. Based on
your research and experience, your ideas may have changed and
can be modified at any time during this plan.
Address the following:
1. What is your target market?
2. What is the size of your target market?
3. What resources do you believe would be required to
implement your plan?
4. How will you reach your plan?
5. How does your marketing strategy seek to achieve your
vision? How will you measure if the marketing strategy is
achieving your vision? What are the indicators to identify this?
6. What type of leadership and innovative qualities do you plan
to implement in order to execute your marketing strategy?
Provide three to five sources in your presentation.
While APA format is not required for the body of this
assignment, solid academic writing is expected, and

10. documentation of sources should be presented using APA
formatting guidelines, which can be found in the APA Style
Guide, located in the Student Success Center.
This assignment uses a rubric. Please review the rubric prior to
beginning the assignment to become familiar with the
expectations for successful completion.
You are required to submit this assignment to Turnitin. Please
refer to the directions in the Student Success Center.
Part 5:Financials (Topic 6)
A projected financial statement analysis seeks to forecast the
impact of various implementation decisions. The pro forma
financial statement can be part of the risk analysis of strategic
plan. The goal of this assignment is to ensure your strategic
plan is viable financially. In other words, does it create value
for the firm?
Consider the cost structure and revenue streams for your
strategic initiative plan. Research and data collected so far and
will likely change once your product or service is
commercialized. Each statement should address financial
components of features, expenses, and sales of your product or
service. It is typical for net income to be negative at this point.
Do not assume that you have sales at this point unless you have
sold your product or service.
Research the following if your plan is entrepreneurial:
1. Balance sheet
1. Income statement
1. Statement of cash flow
1. Fixed and variable expenses
1. Startup expenses
1. Breakeven analysis
Research the following if your plan is a market expansion plan
for an existing organization, or a mergers and acquisitions plan:
1. Balance sheet
2. Income statement
3. Statement of cash flow
4. Fixed and variable expenses

11. 5. A projected budget
6. Breakeven analysis
Complete the “Projected Financial Statement Analysis (Pro
Forma 3-Year Financial Plan)”including the “Questions” tab,
“12 Month P& L" tab, “Year 1” tab, "Year 2 P&L” tab, and
“Year 3 P&L” tab. The first year is monthly and the second and
third year are presented quarterly. Please note the questions in
the “Questions” tab may be answered at different points in
completing the Profit and Loss information.
This assignment uses a rubric. Please review the rubric prior to
beginning the assignment to become familiar with the
expectations for successful completion.
Part 6: Critical Milestones (Topic 7)
Gantt Chart
Refer to Gantt chart resources in the topic readings. Create a
Gantt chart that displays 36 months, using the Office Timeline
tool or any other tool to produce a Gantt chart. Be sure to
include rational 1-36 months
Create a Gantt chart that outlines multiple critical milestones.
Summary
In a 250-300 word summary, address the following:
· Include rationale for your Gantt chart.
· Identify one critical risk you could encounter that could
prevent you from meeting each of your goal/objectives.
· Develop a contingency plan for the identified risk. Explain
how this could maximize management efficiency and the
allocation of resources. What leadership qualities are essential
when dealing with the identified critical risk?
Provide three to five sources in your presentation.
This assignment uses a rubric. Please review the rubric prior to
beginning the assignment to become familiar with the
expectations for successful completion.
You are required to submit this assignment to Turnitin. Please
refer to the directions in the Student Success Center.
Part 7: Executive Summary and Consolidated Presentation
(Topic 8)

12. Executive Summary
Write a 500-750 word executive summary that seeks to spark
interest in potential investors/stakeholders. The goal of the
executive summary is to create an opportunity for
investors/stakeholders to consider the full details of your
Strategic Plan and then decide to provide support.
This assignment uses a rubric. Please review the rubric prior to
beginning the assignment to become familiar with the
expectations for successful completion.
While APA format is not required for the body of this
assignment, solid academic writing is expected, and
documentation of sources should be presented using APA
formatting guidelines, which can be found in the APA Style
Guide, located in the Student Success Center.
You are required to submit this assignment to Turnitin. Please
refer to the directions in the Student Success Center.
Consolidated Presentation
Create a consolidated Strategic Plan PowerPoint in 25-30 slides
with speaker notes that is directed towards interested
investors/stakeholders (3.4). Address Parts 1-7 and include
improvements from better understanding of the concepts,
strategies, and instructor feedback.
Address the following:
· The presentation seeks to explain how your competitive
advantage is achieved through your strategic initiative plan.
(1.1)
· Describe why your organization’s mission and vision seek to
promote the greater social good from a Christian perspective.
How does your organization or perhaps even your plan
accommodate an organization’s responsibilities to the greater
social good, from a Christian perspective? (4.1)
· Include how your plan address ethics, cooperate social
responsibility, and sustainability.
· Describe how your plan utilizes your leadership skills to
encourage innovation within your organization. (1.4)
· Include an explanation of the global and international

13. considerations in your strategic plan.
Provide three to five sources in your presentation.
While APA format is not required for the body of this
assignment, solid academic writing is expected, and
documentation of sources should be presented using APA
formatting guidelines, which can be found in the APA Style
Guide, located in the Student Success Center.
This assignment uses a rubric. Please review the rubric prior to
beginning the assignment to become familiar with the
expectations for successful completion.
You are required to submit this assignment to Turnitin. Please
refer to the directions in the Student Success Center.
© 2016. Grand Canyon University. All Rights Reserved.
6