OVERVIEW
Complete a case study of lululemon (LULU is the ticker symbol). A formal, in-depth case study analysis requires you to utilize the entire strategic management process. Assume you are a consultant 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)
Reference page (follow current APA guidelines)
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).
Your paper must include:
1. Existing mission, objectives, and strategies.
2. A new mission statement (include the number of the component in parenthesis before
addressing that component).
Great mission statements address these 9 components:
Customers: Who are the firm’s customers?
Products or services: What are the firm’s major products or services?
Markets: Geographically, where does the firm compete?
Technology: Is the firm technologically current?
Concern for survival, growth, and profitability: Is the firm committed to
growth and financial soundness?
Philosophy: What are the basic beliefs, values, aspirations, and ethical
priorities of the firm?
Self-concept: What is the firm’s distinctive competence or major competitive
advantage?
Concern for public image: Is the firm responsive to social, community, and
environmental concerns?
Concern for employees: Are employees a valuable asset of the firm?
3. Analysis of the firm’s existing business model.
4. SWOT Matrix and Analysis (comes from researching the firm, industry, and
competitors). It is important to know the difference between causes and effects in the
SWOT analysis. Causes are important, not effects. Focus on internal and external
analysis when completing this matrix. This matrix should be based on research and
contain quantifiable metrics. There should be 8-10 items in each quadrant, with
research support for each item.
5. Once the SWOT Matrix and Analysis is created, construct the TOWS also known as
the Bivariate Strategy Matrix.
6. Group Map – create this based on the firm as a whole or a specific SBU, clearly
identify which method you chose and why.
7. Competitive forces analysis, use PESTLE and Porter’s Five Forces as the foundation
for this analysis. Clearly identify the factors that are impacting the firm, research is
required to support the position taken in your narrative.
BUSI 690
Case Study: Matrices Assignment Instructions
Overview
Complete a case study of ABC Corporation (your instructor will assign the specific company for the case study at the beginning of Module 2: Week 2) . You will find the case in the case section of the text.
A formal, in-depth case study analysis requires you to utilize the entire strategic management process. Assume you are a consultant 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
The completed case study must include these components with portions to be submitted over Modules: Weeks 5 & 6, and a final compilation in Module 8: Week 8.
· 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 three 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, Projected 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).
Your paper must include:
1. Existing mission, objectives, and strategies.
2. A new mission statement (include the number of the component in parenthesis before addressing that component). Great mission statements address these 9 components:
· Customers: Who are the firm’s customers?
· Products or services: What are the firm’s major products or services?
· Markets: Geographically, where does the firm compete?
· Technology: Is the firm technologically current?
· Concern for survival, growth, and profitability: Is the firm committed to growth and financial soundness?
· Philosophy: What are the basic beliefs, values, aspirations, and ethical priorities of the firm?
· Self-concept: What is the firm’s distinctive competence or major competitive advantage?
· Concern for public image: Is the firm responsive to social, community, and environmental concerns?
· Concern for employees: Are employees a valuable asset of the firm?
3. Analysis of the firm’s existing business model.
4. SWOT Matrix and Analysis (comes from researching the firm, industry, and competitors). It is important to know the difference between causes and effects in the SWOT analysis. Causes are important, not effects. Focus on internal and external analysis when completing this matrix. This matrix should be based on research and contain quantifiable metrics. There should be 8-10 items in each quadrant, with research support for each item.
5. Once the SWOT Matrix and Analysis is created, construct the TOWS also known as the Bivariate Strategy Matrix.
6. Group Map – create this based on the firm as a whole or a specific SBU, clearly identify which method you chose and why.
7. Competitive forces analysis, use PESTLE and Porter’s Five Forces as the foundation for this analysis. Clearly identify the factors that are impacting the firm, research is required to support the position taken in your narrative.
Place the results of the Case Study: Matrices Assignment in a single document and post it to the Case Study: Matrices Assignment submission link.
Page 1 of 2
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Criteria Ratings Points
Mission/Objectives Strategies; New Mission Statement; Existing Business Model
15 to >12 pts
Advanced
• Clearly states the existing mission and objectives. • Thoroughly discusses existing strategies. • Develops and discusses new mission statement. • Creates a new mission statement with the 9 key components. • Includes the number before addressing the component. • Clearly articulates the firm’s business model. • Explicates the value the business model is designed to capture. • Research support was included.
12 to >11 pts
Proficient
• Discusses existing mission and objectives. • Discusses existing strategies. • Begins to develop and discusses new mission statement. • Creates a new mission statement with the 7-8 key components. • Includes the number before addressing the component. • Articulates the firm’s business model. • Discusses the value the business model is designed to capture. • Research support was mostly included.
11 to >0 pts
Developing
• Existing mission and objectives were present. • Discussed existing strategies in a broad manner, details were not included. • Discusses new mission statement. • Creates a new mission statement with the less than 7 key components. • Includes the number before addressing the component. • Broadly discusses the firm’s business model. • Briefly discusses the value the business model is designed to capture. • Research support was minimally included.
0 pts
Not Present
15 pts
SWOT Analysis 30 to >26 pts
Advanced
• Clearly articulates 8-10 items in each section of the SWOT Analysis. • Research support was included for each item listed on the SWOT. • Provides sufficient analysis of the results of the SWOT Analysis section.
26 to >20 pts
Proficient
• Articulates 5-7 items in each section of the SWOT Analysis. • Research support was included for most items listed on the SWOT. • Provides analysis of some of the results of the SWOT Analysis section.
20 to >0 pts
Developing
• Articulates less than 5 items in each section of the SWOT Analysis. • Research support was included for a few of the items listed on the SWOT. • Provides minimal analysis of the results of the SWOT Analysis section.
0 pts
Not Present
30 pts
Case Study: Matrices Grading Rubric | BUSI690_B01_202330
Criteria Ratings Points
TOWS Matrix and Analysis
15 to >13 pts
Advanced
• TOWS matrix is present and items are combined in a clear manner. • There are 2 – 3 items for each section of the TOWS. • Items are explained in the narrative and an explanation is supported by research.
13 to >11 pts
Proficient
• TOWS matrix is present and most items are clearly identified. • There are 1 – 2 items for each section of the TOWS. • Items are explained in the narrative but additional research is needed to support the position taken.
11 to >0 pts
Developing
• TOWS matrix is present but items are not clearly identified. • There is 1 item or less for each section of the TOWS. • Items are not clearly explained and research is not sufficient to support the position taken.
0 pts
Not Present
15 pts
Group Map 11 to >9 pts
Advanced
Group map is present, axis are major factors for this industry or product.
9 to >7 pts
Proficient
Group map is present, the axis are not major factors for this industry or product.
7 to >0 pts
Developing
Group map is present but is missing identifiers or not appropriate for this industry.
0 pts
Not Present
11 pts
Competitive Forces Analysis
20 to >17 pts
Advanced
• Analyzes competitive forces using both PESTLE and Porter’s Five Forces. Research supports the narrative. • Clearly articulates industry knowledge in the description the analysis. • Analysis aligns with the SWOT matrix
17 to >15 pts
Proficient
• Analyzes competitive forces using either the PESTLE and Porter’s Five Forces, but not both. Key factors are not fully supported by research. • Articulates some industry knowledge in the description the analysis. • Analysis mostly aligns with the SWOT matrix
15 to >0 pts
Developing
• Analyzes competitive forces using PESTLE or Porter’s Five Forces but research is weak or missing. • Industry knowledge is not robust in the analysis. • Analysis does not clearly align with the SWOT matrix
0 pts
Not Present
20 pts
Case Study: Matrices Grading Rubric | BUSI690_B01_202330
Criteria Ratings Points
Grammar, Spelling & Format
39 to >32 pts
Advanced
Proper spelling and grammar are used. APA format including a cover page, citations and references are correct. Less than 4 errors were present.
32 to >24 pts
Proficient
Between 4–8 spelling, grammar, format or citation errors are present.
24 to >0 pts
Developing
Between 8–10 spelling, grammar, format or citation errors are present.
0 pts
Not Present
More than 10 spelling, grammar, format, or citation errors are present.
39 pts
Total Points: 130
Case Study: Matrices Grading Rubric | BUSI690_B01_202330