01 Jul The completed case study must include these components, with portions to be submitted over several modules as the Case Study: Matrices Assignment, the Case Study: Historical Fin
INSTRUCTIONS
The completed case study must include these components, with portions to be submitted over
several modules as the Case Study: Matrices Assignment, the Case Study: Historical
Financial Analysis Assignment, and the Case Study: Projections, NPV, Compilation
Assignment.
Cover page (must include the company name, your name, the date of submission, and a
references page; the document must follow current APA guidelines)
A total of 12 – 15 pages (for all there parts, combined) of narrative text, this does not
include the financial statements, reference pages, or matrices
Reference page (follow current APA guidelines)
Historical Financial Statements, Proforma Financial Statements, NPV Calculations and a
Cost Sheet for the strategy in an Excel document
Matrices, which must be exhibits/attachments in the appendix and not part of the body of
the analysis (The Strategy Club has excellent templates/examples for exhibits and
matrices).
You will use the information completed in Case Study: Matrices, and Case Study: Historical
Financial Analysis as part of your Case Study: Projections, NPV, Compilation Assignment
final document. Be sure to make any corrections to Part One and Part Two based on feedback
given on each of the assignments.
Your Case Study: Projections, NPV, Compilation Assignment paper must include:
1. Executive Summary – this should be no more than one page and provide the reader
with an overview of what will be contained in the following pages. The problem
and strategic solution being recommended should be in this summary. Details for
the choice and implementation and data to support the decision should be contained
in the following sections.
2. Existing mission, objectives, and strategies
3. A new mission statement (include the number of the component in parenthesis
before addressing that component)
4. Analysis of the firm’s existing business model
5. SWOT Analysis
6. TOWS Matrix
7. Competitive forces analysis
8. Historical Financial Statements (Income Statement, Balance Sheet, and Statement
of Cash Flows) from the 3 most current years for the firm
9. Historical Ratio Analysis
10. Competitors Ratio Analysis
11. Alternative strategies (giving advantages and disadvantages for each). There should be at least two alternative strategies identified and discussed.
12. Projected Financial Statements (Income Statement, Balance Sheet and Statement of Cash Flows) for 3 years into the future. This must be broken down by year into two (2) columns: 1 column without your strategy and 1 column with your strategy. The without column should serve as the basis for your with strategy column and only those financial statement accounts that will be changed, based on your strategy, should be impacted.
13. Include Projected ratios for the without and with strategy by year. Discuss how these ratios compare and contrast with the historical findings.
14. Cost Analysis completed on an Excel tab that outlines the cost that will be incurred to implement the strategy. This information should correspond with the With Strategy on the Projected Financial Statements, linking of cells to the financial statements is encouraged.
15. Net Present Value analysis of proposed strategy’s new cash flow – you may also use Excel to solve for this. From the income statement the change in operating income between your with and without strategy should serve as your cash inflow for each year.
NOTE: To construct the first cash flow (cf1) the new revenue from your strategy(s) must be discounted back to the present value by calculating EBIT (Operating Income on the Income Statement) and that figure will be your cfn for each year. cf0 (initial cost of your strategy), cf1 (discounted cash flow first year), r (opportunity cost of capital, the rate of the next best alternative use of cash/debt/equity resources).
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(1 + ????) 1 + ????????2
(1 + ????) 2 + ????????3
(1 + ????) 3… ???????????? (1 + ????)????
16. Implementation strategy – how and when will the strategy be implemented, this should outline the who, how, what, and when of the implementation process.
17. Specific recommended strategy and long term objectives Explain why you chose the strategy, discuss the advantages/benefits to organizational success and sustainability. Incude a discussion of the challenges or disadvantages that may arise as a result of the strategic choice.
18. Text must follow this order with current APA level headings for each component. Place the results of the case study analysis in a Word document include matrices as appendices and a reference page. Submit a separate Excel document for your Historical financials, Projections, NPV, and Cost of the strategy.
BUSI 690
Case Study: Projections, NPV, Compilation Assignment Instructions
Overview
Continue working on the individual case study started in Case Study: Matrices Assignment of ABC Corporation. Complete this portion of the case study: Case Study: Projections, NPV, Compilation Assignment.
A formal, in-depth case study analysis requires you to utilize the entire strategic management process. Assume your group is a consulting team asked by the ABC Corporation to analyze its external/internal environment and make strategic recommendations. You must include exhibits to support your analysis and recommendations.
Instructions
· Cover page (must include the company name, your name, the date of submission, and a references page; the document must follow current APA guidelines)
· A total of 12 – 15 pages (for all there parts, combined) of narrative text, this does not include the financial statements, reference pages, or matrices
· Reference page (follow current APA guidelines)
· Historical Financial Statements, Proforma Financial Statements, NPV Calculations and a Cost Sheet for the strategy in an Excel document
· Matrices, which must be exhibits/attachments in the appendix and not part of the body of the analysis (The Strategy Club has excellent templates/examples for exhibits and matrices).
You will use the information completed in Case Study: Matrices, and Case Study: Historical Financial Analysis as part of your Case Study: Projections, NPV, Compilation Assignment final document. Be sure to make any corrections to Part One and Part Two based on feedback given on each of the assignments.
Your Case Study: Projections, NPV, Compilation Assignment paper must include:
1. Executive Summary – this should be no more than one page and provide the reader with an overview of what will be contained in the following pages. The problem and strategic solution being recommended should be in this summary. Details for the choice and implementation and data to support the decision should be contained in the following sections.
2. Existing mission, objectives, and strategies
3. A new mission statement (include the number of the component in parenthesis before addressing that component)
4. Analysis of the firm’s existing business model
5. SWOT Analysis
6. TOWS Matrix
7. Competitive forces analysis
8. Historical Financial Statements (Income Statement, Balance Sheet, and Statement of Cash Flows) from the 3 most current years for the firm
9. Historical Ratio Analysis
10. Competitors Ratio Analysis
11. Alternative strategies (giving advantages and disadvantages for each). There should be at least two alternative strategies identified and discussed.
12. Projected Financial Statements (Income Statement, Balance Sheet and Statement of Cash Flows) for 3 years into the future. This must be broken down by year into two (2) columns: 1 column without your strategy and 1 column with your strategy. The without column should serve as the basis for your with strategy column and only those financial statement accounts that will be changed, based on your strategy, should be impacted.
13. Include Projected ratios for the without and with strategy by year. Discuss how these ratios compare and contrast with the historical findings.
14. Cost Analysis completed on an Excel tab that outlines the cost that will be incurred to implement the strategy. This information should correspond with the With Strategy on the Projected Financial Statements, linking of cells to the financial statements is encouraged.
15. Net Present Value analysis of proposed strategy’s new cash flow – you may also use Excel to solve for this. From the income statement the change in operating income between your with and without strategy should serve as your cash inflow for each year. NOTE: To construct the first cash flow (cf1) the new revenue from your strategy(s) must be discounted back to the present value by calculating EBIT (Operating Income on the Income Statement) and that figure will be your cfn for each year. cf0 (initial cost of your strategy), cf1 (discounted cash flow first year), r (opportunity cost of capital, the rate of the next best alternative use of cash/debt/equity resources).
a.
16. Implementation strategy – how and when will the strategy be implemented, this should outline the who, how, what, and when of the implementation process.
17. Specific recommended strategy and long term objectives Explain why you chose the strategy, discuss the advantages/benefits to organizational success and sustainability. Incude a discussion of the challenges or disadvantages that may arise as a result of the strategic choice.
18. Text must follow this order with current APA level headings for each component.
Place the results of the case study analysis in a Word document include matrices as appendices and a reference page. Submit a separate Excel document for your Historical financials, Projections, NPV, and Cost of the strategy.
Page 2 of 2
,
Criteria Ratings Points
Executive Summary
8 to >6 pts
Advanced
• Provides a clear overview of the paper’s contents. • Contains enough information about the case study. • Captures the purpose and the main recommendation(s) in 1–2 sentences. • Provides key evidence for the major points. • Closes with a brief summary and rationale for the chosen strategy.
6 to >5 pts
Proficient
• Provides an overview of the paper’s contents. • Contains some information about the case study. • Captures most of the purpose and the main recommendation(s) in 1–2 sentences. • Provides most key evidence for the major points. • Closes with a brief summary that contains some rationale for the chosen strategy.
5 to >0 pts
Developing
• Provides a less than clear overview of the paper’s contents. • Lacking in information about the case study. • Captures some of the purpose and the main recommendation(s) in 1–2 sentences. • Provides some key evidence for the major points. • Brief summary and rationale are lacking in content for the chosen strategy.
0 pts
Not Present
8 pts
Alternative Strategies
10 to >8 pts
Advanced
Lists two or more alternative strategies (giving advantages and alternatives for each). Research for each alternative was included.
8 to >7 pts
Proficient
Lists 1 or more alternative strategies giving some advantages and alternatives for each. Some research for the alternative was included.
7 to >0 pts
Developing
Lists less than 2 alternative strategies and gives a minimum amount of advantages and alternatives for each. Research for the alternatives was mostly missing and/or not supportive of the alternatives.
0 pts
Not Present
10 pts
Case Study: Projections, NPV, Compilation Grading Rubric | BUSI690_B01_202330
Criteria Ratings Points
Pro-Forma Financial Statements
30 to >26 pts
Advanced
• Includes and analyzes Pro-Forma Financial Statements (I/S, B/S and Statement of Cash Flows) with deltas out 3 years. • Each Pro-Forma year has 2 columns: 1 with strategy and 1 column without strategy. • Includes Pro-Forma ratios for the first year.
26 to >20 pts
Proficient
• Includes and analyzes Pro-Forma Financial Statements (I/S, B/S and Statement of Cash Flows) with deltas out 3 years with minor errors. • Each Pro-Forma year has 2 columns: 1 with strategy and 1 column without strategy, with 2-5 minor errors. • Includes most of the Pro-Forma ratios for the first year.
20 to >0 pts
Developing
• Includes and analyzes Pro-Forma Financial Statements (I/S, B/S and Statement of Cash Flows) with deltas out 3 years. • Each Pro-Forma year has 2 columns: 1 with strategy and 1 without strategy, there are greater than 6 errors. • Includes less than half of the Pro-Forma ratios for the first year.
0 pts
Not Present
30 pts
NPV and Cost Analysis
20 to >16 pts
Advanced
• Develops an NPV figure/table based on the projected strategy. • Clearly articulates the cost of the strategy (-cf0). • Clearly articulates the subsequent Pro-Forma cash flows (cf) for the NPV analysis. • Thoroughly analyzes the NPV.
16 to >11 pts
Proficient
• Develops an NPV figure/table that mostly aligns with the presented strategy. • Articulates the cost of the strategy (-cf0). • Articulates the subsequent Pro-Forma cash flows (cf) for the NPV analysis. • Analyzes the NPV.
11 to >0 pts
Developing
• Develops an NPV figure/table but it does not align with the strategy presented. • Discusses but does not include details of the cost of the strategy (-cf0). • Discusses the Pro-Forma cash flows (cf) for the NPV, lacks detail and thoughtful analysis. • Discusses the NPV, analysis should be further developed.
0 pts
Not Present
20 pts
Case Study: Projections, NPV, Compilation Grading Rubric | BUSI690_B01_202330
Criteria Ratings Points
Implementation of Strategic Plan
10 to >8 pts
Advanced
• Includes an actionable timetable agenda for accomplishing the new strategy. • Addresses the key items of who, what, how, and when of the implementation process.
8 to >7 pts
Proficient
• Includes a timetable agenda, with most details, for accomplishing the new strategy. • Addresses most of the key items of who, what, how, and when of the implementation process.
7 to >0 pts
Developing
• Includes a basic timetable agenda for accomplishing the new strategy, additional details are needed. • Addresses some of the key items of who, what, how, and when of the implementation process.
0 pts
Not Present
10 pts
Recommended Strategies and Objectives
20 to >17 pts
Advanced
• Thoroughly analyzes the new strategy. • States and discusses the cost to implement the new strategy. • Explains the benefits of the new strategy for long term organizational success. • Outlines the challenges and/or disadvantages of the strategic choice.
17 to >15 pts
Proficient
• Analyzes the new strategy. • States and discusses the cost to implement the new strategy, minor details missing. • Explains the benefits of the new strategy for long term organizational success. • Outlines the challenges and/or disadvantages of the strategic choice.
15 to >0 pts
Developing
• Thoroughly analyzes the new strategy. • States and discusses the cost to implement the new strategy, missing details. • Explains the benefits of the new strategy for long term organizational success. • Outlines the challenges and/or disadvantages of the strategic choice.
0 pts
Not Present
20 pts
Grammar, Spelling, Format, and References
42 to >35 pts
Advanced
Proper spelling and grammar are used. APA format including a cover page, citations and references are correct. Matrices were included and properly labeled. Less than 4 errors were present.
35 to >30 pts
Proficient
Between 4–8 spelling, grammar, format or citation errors are present. Matrices were mostly included but there were a few errors or missing a few data items.
30 to >0 pts
Developing
Between 8–10 spelling, grammar, format or citation errors are present. Some matrices were included but there were errors or missing data.
0 pts
Not Present
More than 10 spelling, grammar, format, or citation errors are present.
42 pts
Total Points: 140
Case Study: Projections, NPV, Compilation Grading Rubric | BUSI690_B01_202330
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