5.1  Situation Analysis/ Size-Up/Assumptions                                                                     _____/ 8 points

  • P#1 – Key decision-makers in case, their title, name of firm, etc.

Main aspects of situation:  the market, the industry, the

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product, the customer, etc.

  • P#2 –         Summarize the facts of case
  • P#3 – Identify symptoms occurring
  • P#4 – Critical inferences based on facts related to symptoms
  • Subhead – Assumptions



5.2  The Problem Statement                                                                                                 _____/ 8 points

  • Broad corporate perspective of root cause
  • Follow the 4 rules of thumb
  • Addresses how the strategic position of firm isbeing negatively affected by problem



5.3  Analysis                                                                                                                           _____/ 24 points

  • Financial or quantitative calculations of firm
  • Qualitative analysis of customer, competition, issues related to the supply chain


            5.31Environmental Scanning and Analysis

SWOT Analysis

  • S & W
  • O & T


5.4  Alternatives                                                                                                                     _____/ 20 points

  • At least 3 tactical alternatives offered
  • At least 3 adv and 3 disadv for each alternative


5.5  Recommendation and Plan of Action                                                                          _____/ 20 points

  • Provide criteria reasoning for your selection
  • Explain why other alternatives were not selected
  • Addresses how problem statement is resolved
  • Mitigation of disadvantages
  • Specific timelines (table insert) for specific action items addressed


5.7  Concluding Comments                                                                                                  _____/ 10 points

  • Summarizes major issues/problems
  • Summarizes recommendation
  • Reasoning for acting on the action plan
  • Positive ‘Call To Action’ ending


5.6  Format and Structure                                                                                                    _____/ 10 points

  • Use of subheads, margins, fonts, spacing, pages numbered

Proper cover sheet

  • Proper grammar and spelling


TOTAL POINTS EARNED     _____/ 100 points

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