This document outlines the requirements for an assignment involving a strategy audit report and presentation for a company. It requires conducting an internal and external assessment of the company including analyzing its value proposition, market position, competitive advantage, external environment, internal environment, SWOT analysis, and balanced scorecard. The strategy audit report must identify 5-7 strategic issues, provide recommendations in areas like products, structure, culture, and performance measures, and explain how the recommendations will help achieve the company's strategy and vision. It includes appendices with previously completed analyses. The assignment aims to integrate all coursework into a comprehensive strategy audit for a company.
Preliminary strategy audit and internal environmental scan
1. 100% original, rubric, word count and required readings must
be included
This is 3 assignments in one. The final is all the assignments
from M1A2- M5A2
The assignments are highlighted in yellow and the rubics are in
red and attached for M3A2 and M5A2
Assignment 2: LASA 1—Preliminary Strategy Audit
The end result of this course is developing a strategy audit. In
this module, you will outline and draft a preliminary framework
for your final product. This provides you with the opportunity
to get feedback before a final submission.
In
Module 1
, you reviewed the instructions for the capstone strategy audit
assignment and grading rubric due in
Module 5
. By now, you have completed the following steps:
Identified the organization for your report
Interviewed at least one key mid-level or senior-level manager
Created a market position analysis
Conducted an external environmental scan in preparation of
your final report and presentation
In this assignment, you will generate a preliminary strategy
audit in preparation for your final course project.
Prepare a report that includes the following:
In preparation for your course project, prepare the preliminary
strategy audit using the tools and framework you have focused
on so far including the following:
Analysis of the company value proposition, market position, and
competitive advantage
External environmental scan/five forces analysis
Identify the most important (5–7) strategic issues facing the
organization or business unit.
2. You may modify the strategic issues in your final report based
on the additional analysis you will conduct in the next module
as well as the feedback you receive on this paper from your
instructor.
Keep in mind that it is important to look at the strategic issue(s)
from more than just one perspective in the business unit or
company—speak to or research the issue from more than one
angle to offer a 360-degree approach that does not cause more
problems or issues.
Strategic issues arise from a mismatch between internal
capabilities and external trends such that important
opportunities are not being pursued or significant external
threats are not being addressed under the current strategy.
Include a preliminary set of recommended tactics for improving
your company’s strategic alignment and operating performance.
You may modify these recommendations in your final report
based on the additional analysis you will conduct in the next
module as well as the feedback you receive on this paper from
your instructor.
Keep in mind that recommendations can include, but are not
limited to, tactics in marketing, branding, alliances, mergers
and acquisitions, integration, product development,
diversification or divestiture, and globalization. If you
recommend your company to go global, you must include a
supply chain analysis and an analysis of your firm’s global
capabilities.
Write your report as though you are a consultant to your
company and are addressing the executive officers of this
company.
Write a 7–10-page report in Word format.
Make sure your writing is clear, concise, and in an organized
manner; demonstrates ethical scholarship in accurate
representation and attribution of sources; and displays accurate
spelling, grammar, and punctuation.
Use the following format for your report:
Cover page
3. Executive summary/abstract
Table of contents
Introduction to company (each subsection should be an
assessment)
Value proposition
Market position
Competitive advantage
External environmental scan/five forces analysis
Current environment
Assessment of external factors applying five forces
Strategic issues (label each issue and provide a header and the
reason for why it is an issue)
Summary/key findings and recommendations
References
Apply APA standards to citation of sources. Use the following
file naming convention: LastnameFirstInitial_M3_A2.doc.
Assignment 2 Grading Criteria
Assignment Components
Proficiency
Maximum Points
Value proposition, market position, competitive advantage:
Assess the organization’s value proposition, market position,
and competitive advantage
Course Objectives (CO) 2, 3
Program Outcomes (PO) 1, 2, 3, 4
Institutional Learning Outcomes (ILO) 1, 3, 6
Assessment of the organization’s value proposition, market
position, and competitive advantage is accurate, grounded in
reason, and uses examples and scholarly research to support
ideas.
60
External environmental scan/five forces analysis:
Assess the external factors that impact the organization using
five forces analysis.
CO 1, 3, 5
4. PO 1, 2, 3, 4
ILO 1, 3, 6
Assessment of the external factors that impact the organization
using five forces analysis is accurate, grounded in reason, and
uses examples and scholarly research to support ideas.
40
Strategic issues:
Identify the most important (5–7) strategic issues facing the
organization or business unit.
CO 1, 5
PO 1, 2, 3, 4
ILO 1, 3, 6
The most important strategic issues facing the organization or
business unit are reasonably significant and are clearly and
completely discussed. They represent a variety of issues that
threaten the organization in some way.
40
Summary of key findings and preliminary recommendations:
Include a preliminary set of recommended tactics for improving
your company’s strategic alignment and operating performance.
CO 1, 2, 4, 5
PO 1, 2, 3, 4
ILO 1, 3, 5, 6
(1) A brief summary of findings and (2) a preliminary set of
recommended tactics for improving your company are
appropriate for the company’s resources, market, and goals.
How these tactics directly improve strategic alignment and
operating performance is discussed, and these tactics will
reasonability reach those goals.
40
Write using ethical scholarship and proper grammar and
mechanics.
CO 1, 5
PO 2, 3, 4
ILO 1, 3, 6
5. Writing is clear, concise, and in an organized manner;
demonstrates ethical scholarship in accurate representation and
attribution of sources; and displays accurate spelling, grammar,
and punctuation.
20
Total:
200
Assignment 2: Internal Environmental Scan/Organizational
Assessment
This section provides the opportunity to develop your course
project. Conducting an internal environmental scan or
organizational assessment, provides the ability to put the
strategy audit together.
In this module, you will conduct a comprehensive assessment of
the internal environment at your business unit or organization
you are working with for this project, also known as an
organizational assessment, and present your findings in a report.
In your report, you should analyze the operating characteristics
and assets of your business unit.
The SWOT model is one of the most common business tools
used during organizational assessment. Another is developing a
balanced scorecard based on a prescribed or planned set of
performance objectives that will be measured and evaluated
regularly. In this assignment, based on the external
environmental scan you conducted in
M2: Assignment 2
and the internal environmental scan in this assignment, you
will develop a SWOT analysis and a balanced strategic
scorecard.
Part I: Internal Environmental Scan (2–3 pages)
The internal environmental scan or organizational assessment
should include the following:
Mission, vision, and values:
Assess the organization’s understanding of the mission, vision,
6. and values, and how they relate the business strategy. Is there
consensus on the mission and vision of the organization? What
are the shared values of the organization? What are the
behaviors espoused by these values?
Strategy clarification:
Assess the organization’s understanding of the business
strategy through the interview with a mid-level or senior
manager. Assess his or her understanding and agreement of the
business unit’s value proposition, market position, and
competitive advantage.
Cultural assessment:
Explain the unwritten rules and shared values that govern
behaviors in the organization. Do they act as enablers or
blockers to the strategy? For example, is there a culture of
information sharing and collaboration that enables the
organization to respond quickly across structural boundaries to
solve problems for customers? On the other hand, do groups not
share important information through informal mechanisms, thus
slowing response times?
Value chain analysis:
Identify the primary (direct) and support (indirect) activities
that create and deliver your product or service to your
customers. Assess each activity’s contribution to competitive
advantage through cost or differentiation. Identify any areas
where the business may be at a competitive disadvantage.
Summary of findings:
Using these different analyses, identify the organizational
strengths and weaknesses as they relate to the business strategy.
Organizational strengths are assets, capabilities, and resources
that contribute directly to the organization’s strategic fit,
differentiation, and competitive advantage relative to competing
organizations. Organizational weaknesses are characteristics
and capabilities (often lacking) that place the organization at a
disadvantage relative to competitors.
Part II: SWOT Analysis (1–2 pages)
Your SWOT analysis should summarize the opportunities and
7. threats from the external environmental scan with the strengths
and weaknesses from your organizational assessment or internal
environmental scan.
Your output should include a matrix depicting strengths or
weaknesses on the horizontal axis and opportunities or threats
on the vertical axis. This matrix will reveal a set of strategy
forces that can be used to assess the current strategy and
identify important potential changes to the strategic direction of
the company.
In creating your SWOT analysis, look for natural pairings of
internal and external factors that match internal resources and
capabilities to the external environment. Internal strengths and
external opportunities depicted in the upper-left quadrant on
your matrix might form complementary pairs that suggest
necessary strategic focus for the business unit to pursue
opportunities that fit its competitive strengths. Conversely,
internal weaknesses and external threats shown in the lower
right quadrant of the matrix may combine to illustrate the need
for a defensive strategy to avoid becoming highly susceptible to
competitive threats.
Your matrix should not simply be a collection of four lists
compiled together in a matrix. Your analysis should combine
factors and explain why specific strengths complement specific
opportunities, and selected weaknesses are amplified by
external threats. In addition to your matrix, provide a brief
narrative that summarizes the main findings in your analysis
and the implications for the current and projected strategy.
Part III: Balanced Strategic Scorecard (1–2 pages)
Use the balanced scorecard or another similar tool to
recommend indicators and measurements that will tell you if the
company is successful or unsuccessful in progressing toward
your vision through execution of strategy.
A balanced scorecard presents organizational performance on
four primary groups of measures:
Financial
Customer (external stakeholder)
8. Learning and growth
Internal process
You should develop a strategy scorecard that ties the
performance of your business unit in these areas to its overall
business strategy. The challenge you face is selecting two-to-
three measures in each of the four areas that give a measurable
and reliable indication of the business unit performance in the
key activities that promote strategic fit, customer value, and
sustained competitive advantage.
Write an 5–7-page report in Word format. Apply APA standards
to citation of sources. Use the following file naming
convention: LastnameFirstInitial_M4_A2.doc.
The paper should include a cover page, executive
summary/abstract, table of contents, body of paper—proper
headers (mission, vision, and values assessment; strategy
clarification; cultural assessment; value chain analysis;
summary of key findings; SWOT analysis; balanced strategic
scorecard; and references)
.
Assignment 2 Grading Criteria
Maximum Points
Mission, vision, and values:
Assess the organization’s understanding of the mission, vision,
and values, and how they relate the business strategy. Is there
consensus on the mission and vision of the organization? What
are the shared values of the organization? What are the
behaviors espoused by these values?
16
Strategy Clarification:
Assess the organization’s understanding of the business
strategy through an interview with a mid-level or senior
manager. Assess his or her understanding and agreement of the
business unit’s value proposition, market position, and
competitive advantage.
16
9. Cultural Assessment:
Explain the unwritten rules and shared values that govern
behaviors in the organization. Do they act as enablers or
blockers to the strategy? For example, is their culture of
information sharing and collaboration that enables the
organization to respond quickly across structural boundaries to
solve problems for customers? Or do groups not share important
information through informal mechanisms, thus slowing
response times?
16
Value Chain Analysis:
Identify the primary (direct) and support (indirect) activities
that create and deliver your product and/or service to your
customers. Assess each activity’s contribution to competitive
advantage through cost or differentiation. Identify any areas
where the business may be at a competitive disadvantage.
16
Findings:
Using these different analyses, identify the organizational
strengths and weaknesses as they relate to the business strategy.
20
Write using ethical scholarship and proper grammar and
mechanics.
16
Total:
Assignment 2: LASA 2—Presentation of Strategy Audit
Findings
In this assignment, integrate all the pieces of work you have
drafted and formally turn it into the capstone strategy audit.
In previous assignments, you performed multiple, specified
analyses of your company (or any company of your choosing).
Those individual analyses provide the needed research to
successfully complete the following LASA.
10. Part I: Strategy Audit Report
Using the tools and framework learned in class and throughout
the program, prepare a 15-page strategy audit of your company
with a companion presentation. The strategy audit is a
comprehensive analysis of the company’s business strategy and
operating performance, and culminates in a series of
recommendations for improving your company’s performance
based on the findings and conclusions of your analysis.
A strategy audit involves assessing the actual direction of a
business and comparing that course to the direction required to
succeed in a changing environment. A company's actual
direction is the sum of what it does and does not do, how well
the organization is internally aligned to support the strategy,
and how viable the strategy is when compared to the external
market, competitors, and financial realities. These two
categories, the internal assessment and the external or
environmental assessment, make up the major elements of a
strategy audit.
In your strategy audit:
Provide a high-level analysis of the company’s business
strategy and operating performance. Be sure to complete the
following:
Analysis of the company value proposition, market position, and
competitive advantage
External environmental scan/five forces analysis
Internal environmental scan/organizational assessment
SWOT Analysis
Balanced scorecard/strategy scorecard
Recommend specific tactics for improving your company’s
strategic alignment and operating performance.
Recommendations can include but are not limited to tactics in
marketing, branding, alliances, mergers/acquisitions,
integration, product development, diversification or divestiture
and globalization (if you recommend your company go global,
you must include a supply chain analysis and an analysis of
your firm’s global capabilities).
11. Explain how the recommendations will help the company
achieve its strategy and vision.
You are to write this report as though you are a consultant to
your company, and are addressing the executive officers of this
company. You will collect and analyze a large amount of data in
producing your report, but your final product will be condensed
and focus on presenting your analysis findings and conclusions.
Your report should consist of the following sections in the
given order.
Executive summary
(1 page): A concise and insightful summary of the significant
findings of your analysis and the recommendations you have for
your executive team.
Strategic issues and recommendations
(5 pages): Identify 5–7 most important strategic issues facing
your business unit. Strategic issues arise from a mismatch
between internal capabilities and external trends such that
important opportunities are not being pursued or significant
external threats are not being addressed under the current
strategy.
The strategic issues list should integrate your SWOT analysis,
your Five Forces analysis, and the organizational assessment
and external environmental scan completed earlier during the
course. These detailed analyses are the foundation for your final
set of findings and recommendations presented to the executive
team.
In developing your recommendations for addressing each
strategic issue, consider misalignments that might be apparent
in different operating areas:
Product portfolio
: Are there changes to the target market segment, value
proposition, or positioning of the product or service line
needed?
Structure
: Are the organizational roles and responsibilities, decision-
making authority, skill requirements, and work assignments
12. properly configured and aligned to support the strategy?
Organizational culture or behavior
: Does the organizational culture inspire behaviors that support
the strategy? Are the mission, vision, and values clearly
articulated and aligned with the strategy? What new behaviors
are needed?
Value chain activities
: Does the organization value chain fully align with the
strategy? Are their activities that should be added, eliminated,
or modified significantly?
Performance measures
: Do the organization’s performance measures focus on the key
drivers of strategic success? Is there a strategy scorecard that
ties the main elements of the strategy to specific operating
capabilities, including goals and key performance indicators
(KPIs) that give an indication of incremental or predictive
progress toward reaching strategic goals?
Your recommendations should fall into these general categories,
but should be specific in terms of scope and expected impact.
These sections have been completed earlier in the course, and
should appear as appendices:
SWOT analysis (2 pages—completed in
Module 4
): SWOT matrix illustrating strengths, weaknesses,
opportunities, and threats.
Balanced strategy scorecard (4 pages—completed in
Module 4
): Develop a Balanced Scorecard for your business unit that
reflects the key drivers for your business strategy.
Organizational assessment (3 pages—completed in
Module 3
)
External environmental scan and five-forces analysis (3 pages—
completed in
Module 2)
Market position analysis (3 pages—completed in
13. Module 1
)
Part II: Companion Presentation
Finalize the companion PowerPoint presentation that
summarizes the audit and recommendations in a compelling
manner that persuades senior management to explore and
possibly implement your recommendations. The elements of the
presentation should include the following:
Title
Agenda
Summary of audit
Recommendations
Key measurements
Risks and benefits
Call to action
Next steps
Submit a 20–25-page report in Word format. Apply APA
standards to citation of sources. Use the following file naming
convention: LastnameFirstInitial_M5_A2.doc.
Develop a 10-slide companion presentation in PowerPoint
format. Apply APA standards to citation of sources. Use the
following file naming convention:
LastnameFirstInitial_M5_A2.ppt.
Use information from your previous assignments to support
your conclusions and recommendations and conduct additional
research when needed. Make sure you properly reference and
cite so that the location of information is clear.
This assignment is worth 300 points and will be graded using
the LASA rubric you can download.
100