I Introduction (1 – 2 paragraphs)
II Company Overview (approximately 1 - 2 pages)
A) Mission Statement
B) Past Successes
III Industry Overview (3 to 4 pages)
<ol>PESTEL – Trends impacting most industry competitors, supported by research, and updated for current eventsMost important (3) PESTEL Trends impacting Company’s futureEXTRA CREDIT - Ethical Trends impacting the Industry and the Company's future</ol>
IV Financial Analysis (4 to 5 pages = 1 to 3 tables, 2 to 3 pages of narrative)
<ol>Financial Overview<ol>Company 2022 vs. 2021Company vs. One Main Competitor (FY 2021 comparisons)Company vs. One Strong Potential New Entrant (FY 2021 comparisons)EXTRA CREDIT – add up to 2 additional competitors and/or potential new entrants </ol>Financial Commentary<ol>Company’s 2022 vs. 2021 performance (focus on significant changes)Company vs. competitor(focus on biggest differences – e.g. Revenue, Net Income, Cash, Balance Sheet, R&D Intensity/Investment in future) Company vs. potential new entrant (focus on biggest differences – e.g. Revenue, Net Income, Cash, Balance Sheet, R&D Intensity/Investment in future)EXTRA CREDIT – add up to 2 additional competitors and/or potential new entrants </ol></ol>
V Competitive Strategies & Positioning (4 to 5 pages)
<ol>Five Generic Competitive Strategies Overview (1-2 pages exhibited in a Strategic Groups Map - including commentary and research support for rankings)Porter’s Five Forces Framework Analysis (1-2 pages including commentary and research support for rankings)EXTRA CREDIT: A second Strategic Groups Map to exhibit the Rivalry of Existing Competitors on a different horizontal axis than the generic strategies differentiation horizontal axisAssessment of Company’s Competitive Positioning<ol>Past: Focus on VRIN for the Company's resources and capabilities and whether their competitive advantage(s) is/are still sustainable in futurePresent: Summarize top three drivers from the Competitive Strategies & Positioning analyses (Five Generic Competitive Strategies, Porter's Five Forces and/or Strategic Groups Map(s)) Future: Overview of what the INDUSTRY may look like in the future (2 to 3 years from now) - Will it grow, decline, transform (e.g. new revenue streams or dying revenue streams) in some way? Who will be the competitors? Will they continue with the same Generic Strategy Position as they currently have? Where would Potential New Entrants place in the Competitive Strategies positioning? What will happen to the COMPANY's positioning?</ol></ol>
VI Assessment of Company’s Strategy (2 to 3 pages)
A) Financial Performance vs. rest of industry (SWOT - 2 to 3 points per SWOT category)
B) Competitive Position – focus on the future (SWOT - 2 to 3 points per SWOT category)
C) Potential Strategic Moves to Strengthen Competitive Position and/or Financial Performance
VII Conclusion – Buy, Sell, or Hold Stock (1/2 to 1 page)
VIII References (not included in page count)
IX EXTRA CREDIT - CAGR Analysis - may be attached as an Appendix AND SHOULD BE INCLUDED IN THE ASSESSMENT OF COMPANY'S STRATEGY (LAST) SECTION OF THE PAPER
Your paper should be 15 to 20 pages in length, double-spaced, using 12-point font (Times New Roman or Calibri). The 15 to 20 pages does not include the cover sheet and end-of-paper References section (which are still required components of the paper). APA 7th edition style and formatting should be used, including proper headings, end-of-paper source citations aligned with proper in-text citations, an Introduction paragraph and a Conclusion paragraph.
Accounting101
