Outstanding Performance

Acceptable Performance

Poor Performance

Strategic Profile and Case Analysis Purpose

Case presentation identifies key facts relevant to case, and show how case facts lead to a particular focus for analysis.

Case presentation identifies most, but not all key facts relevant to the case and ties facts to a particular focus for the analysis.

Case presentation misses most significant key facts of case, or ties them to an incorrect focus for case analysis.

Situation Analysis – External

Presentation explores trends in general environment to predict future environmental concerns. Porter’s Five Forces model used to analyze company’s industry, and key competitors are analyzed for strategy, core competencies, and competitive response.

Two or three minor elements of external analysis are incorrect – team may not have covered all seven environmental factors, used Porter’s model correctly, or analyzed key competitors completely.

External analysis is significantly incorrect – internal factors are identified as external, four or fewer areas of external environment covered, Porter’s Five Factor model used incorrectly, and key competitors either not identified or analysis is superficial.

Situation Analysis – Internal

Presentation uses a value chain analysis to examine key internal factors that create strengths and weaknesses for the company. Factors analyzed are critical to strategy of firm, and are likely to include a financial analysis.

Presentation identifies organization’s strengths and weaknesses clearly, but value chain analysis may be incomplete. One or two internal factors that significantly impact strategy of firm may be missing.

Internal analysis is significantly incorrect – external factors are identified as internal, or key factors are not identified or examined. Factors are not clearly linked to firm’s strategy or incorrect strategic implications are drawn.

SWOT Analysis

Presentation has excellent analysis of strengths, weaknesses, opportunities, and threats, showing how the company can take advantage of opportunities while avoiding or minimizing threats.

Presentation contains good links between strengths, weaknesses, opportunities, and threats and company strategy. May have one or two issues in showing how factors relate to strategy, but overall analysis is solid.

Presentation does a poor job of identifying company strategy based on strengths, weaknesses, opportunities, and threats. Strategy doesn’t take into account key factors or show how to use strengths to moderate weaknesses.

Strategy Formulation

Presentation contains three to four alternative strategies that are feasible and take advantage of opportunities and avoid threats. Strategies are clearly linked to SWOT analysis. An analysis of the alternatives tells why one of them is the best.

Presentation contains at least three strategies that are linked to SWOT analysis. Information is given about why one of the strategies is better than other strategies, but logic, while reasonable, may not be entirely laid out.

Presentation contains fewer than three alternative strategies. Strategies are not clearly linked to SWOT analysis, or are incorrect based on SWOT analysis (for example, marketing a product that is a competitive advantage for another company.)

Strategic Alternative Implementation

Presentation explicitly outlines and explains what steps must be taken to implement chosen strategy, including structural changes, leadership changes, new controls, or incentives. Recommendations flow from SWOT analysis.

Presentation covers key steps needed to implement chosen strategy, but may not cover all steps. Recommendation generally connected to SWOT – may not provide all specifics.

Presentation does not include key implementation steps needed to put strategy into practice, and/or little or no rationale is given for suggested implementation practices.

Process Issues

Presentation is logically consistent. Alternatives and recommendation flow from SWOT analysis. Presentation is thorough and clear, containing a comprehensive analysis and clean links between environmental factors and recommendations.

Presentation contains generally clear and logical analyses. It is complete, although more information is needed to make it through. Recommendations are generally feasible, but more information would help show how they flow from SWOT.

Presentation is not logically consistent. Little information is given that helps viewer know why recommendations are given, or recommendations don’t flow from other information. Presentation does not have clarity of purpose.