STRATEGY EXECUTION

The first and second documents are the requirement (must read), the rest are the references. Paper and PPT are the same content. If you need it, you can use the references. But if you can do by your own, you can choose.

Strategy Execution and Strategic Risk Management

Individual Company Q&A Short Paper (Company Name)

A paper submitted in partial fulfillment

Instructions

1. Please use this WORD file as your template for developing your Individual Company Q&A short paper. Please answer the questions posed in the Q&A’s in each section.

2. Your report should include the exhibits shown in this document.

3. You should include footnotes your sources cited for key facts and quotes.

4. It is recommended that your complete this Individual Company Q&A Short Paper first and then use it for the narrative for your Individual Company Q&A PPT Voiceover Presentation.

Learning Objectives: After completing this module you will be able to:

· Understand how to apply the strategy execution and strategic risk management frameworks to study real companies, in real time using state-of-the-art strategy execution and strategic risk management frameworks used by leading companies,

Learning Activities:

· During Week 6-8 please complete the Individual Company Short Q&A Paper and voiceover PPT presentation

· Please complete the WORD document template which will be used to summarize your analysis of a company.

· Please complete the Individual Company Voice-Over PPT Presentation which will be used to present your analysis of a company. (I will do the voice, you do not need to do this part)

· Module 4 Individual Company Short Q&A Paper please submit it before August 9 at 12noon

· Module 4 Individual Company Voice-Over PPT Presentation please submit it in the D2L Submission folder before August 9 at 12noon

Instructions: Please complete your research for one of the following companies (UPS, Microsoft, Coca-Cola, McDonalds, Harley-Davidson, Southwest Airlines, Abbott, Marriott International) based on public information and address the questions in the Individual Company Q&A WORD template and use this deck to develop your PPT voiceover presentation. (Choose Coca-Cola, because you have done several assignments for me with choosing this one)

1. Performance Profile of the Company (Corporate Purpose, HOLT, Valens metrics)

2. Strategy of the Company

3. Strategic Risks of the Company

4. Strategic Risk Profile of the Company

5. Strategic Risks on the LEGO PAPA model

6. Balanced Scorecard Profile of the Company

7. Key Takeaways from your research

Deliverable: Please develop a voiceover PPT of your research using the slides in this template and post it on the D2L submission folder by August 9 at 12noon

Your PPT voiceover should be less than 10 minutes. You can use your Individual Company Q&A WORD paper as your narrative for your PPT voiceover presentation. So it is recommended to complete the Individual Company Q&A WORD paper first and then use it to develop your PPT voiceover presentation.

Section 1. Purpose and Performance of the Company

This section includes a summary of the performance of the company.

Based on your review the HOLT charts and Valens Research charts for the company, please address the following questions.

Question 1: Based on your research, please develop a statement of “Corporate Purpose” for the company. You can quote how the company describes its corporate purpose as a start and then discuss it or further develop it. Also, please use the following in helping you develop a statement of corporate purpose: “An effective statement of corporate purpose should answer the two-part question: 1.Why does the company deserve the commitment and support of its stakeholders, and 2.What unchanging principles guide management’s actions?” -Bartley Madden Journal of Applied Corporate Finance (2017)

A1:

Question 2: Based on your research on the company, please describe your assessment of the financial performance of the company based on the Credit Suisse HOLT Lens as a potential investor. (In one paragraph).

A2:

Question 3: Based on your research on the company, please describe your assessment of the financial performance of the company based on the Valens Research charts and tear sheet as a potential investor. (In one paragraph).

A3:

Question 4: Based on your research on the company, please describe your assessment of the strategic risks of the company based on the Credit Suisse HOLT Lens as a potential investor. (In one paragraph).

A4:

Question 5: Based on your research on the company, please describe your assessment of the strategic risks of the company based on the Valens Research charts and tear sheet as a potential investor. (In one paragraph).

A5:

(Insert HOLT and Valens Charts Here as)

Exhibit 1A HOLT Charts

Exhibit 1B Valens Research Charts

Section 2: Strategy of the Company

This section includes a discussion of the business strategy of the company using the Return Driven Strategy framework as part of Step 1 of the Strategic Risk Assessment Process “Understand the Strategies of the Organization” as shown in Exhibit 2. (Please refer to the 2020 COSO Report “Creating and Protecting Value” (2020) and “Strategic Risk Assessment Frameworks: A Guide of Management Team (2017) for this section).

Exhibit 2 The Strategic Risk Assessment Process

Q1: Based on your research, please describe the Tenets of Return Driven Strategy where the company executed well in the last few years. (In 1-2 paragraphs)

A1:

Q2: Based on your research, please describe the Tenets of Return Driven Strategy where the company has not executed well in the last few years. (In 1-2 paragraphs).

A2:

Q3: Based on your research, please describe the recent events that have created barriers for the company in executing its strategy. (In one paragraph).

A3:

Q4: Based on your research, please describe the Brand of the company. (In one paragraph).

A4:

Q5: Based on your research, please describe e the Genuine Assets of this company. (In one paragraph).

A5:

Exhibit 3 Return Driven Strategy Framework

RDS Pyramid April 2007

Section 3. Strategic Risks of the Company

This section includes a summary of the strategic risks facing the company as part of Steps 2-3 of the Strategic Risk Assessment Process. Based on your analysis of the company please address the following questions. (Please refer to the 2020 COSO Report “Creating and Protecting Value” (2020) and “Strategic Risk Assessment Frameworks: A Guide of Management Team (2017) for this section).

I have posted the references.

Q1: What are the top strategic risks facing the company (using the Strategic Risk Management framework Exhibit 4)? Describe each risk and why you consider it a top three risk. (In one paragraph).

A1:

Exhibit 4

Strategic Risk Management Framework

Strategic Risk Management Pyrmamid 11-26-09

Q2: What “Forces of Change” (see Vigilance to Forces of Change in the Return Driven Strategy framework) are creating the most risks (and opportunities) of the company? (In one paragraph).

A2:

Q3: What Genuine Assets of the company are most at risk? What countermeasures can protect these Genuine Assets? (In one paragraph).

A3:

Q4: Based on your research, please develop a Strategic Risk Profile (Step 3 of the Strategic Risk Assessment Process) like the one below which includes a description of the risk, likelihood, Impact, Velocity and Readiness. Please refer to the COSO Report (2011) “Embracing ERM: Practical Approaches for Getting Started” (page 7) for description of the Strategic Risk Profile and the eBook “Strategic Risk Assessment Frameworks: A Guidebook for Management Teams”.

A4:

Exhibit 5 – Strategic Risk Profile

Q5: Based on your research, please map the strategic risks you identified on the LEGO PAPA module in the following categories:

· Park

· Adapt

· Prepare

· Act

A5:

Exhibit 6 – LEGO PAPA Model

Section 4. Balanced Scorecard Profile of the Company

Based on your reading of The Balanced Scorecard and Strategy Maps: A Primer for Management Teams (and “The Balanced Scorecard: Applications in Risk Management” (eBook) 2014) and your research on the company please describe the performance measures you think would be most useful for the company in the four perspectives of the Balanced Scorecard (in 2-4 paragraphs)

1. Financial Metrics

2. Customer Metrics

3. Internal Process Metrics

4. Learning (Innovation) and Growth Metrics

Exhibit 7 – The Balanced Scorecard Framework

Section 5. Summary and Conclusions

What are the key take-ways or “lessons learned” and conclusions or opinions from your research about the company.  As a potential investor, would you invest in this company today? Please explain why. (In 1-2 paragraphs)

8

1

"Get 15% discount on your first 3 orders with us"
Use the following coupon
"FIRST15"

Order Now