Case History: Look for critical incidents in company growth, and determine why they are important.
Strengths and Weaknesses: Identify the company’s internal strengths and weaknesses, and how they relate to the company’s value function.
Opportunities and Threats: Identify the opportunities and threats that exist in the company’s environment, and analyze them using the Competitive Forces Model and life-cycle model.
SWOT Analysis: Balance the company’s strengths, weaknesses, opportunities, and threats to create a competitive position for the company.
Corporate-Level Strategy: Identify the company’s mission and goals, and evaluate the company’s corporate strategy based on lines of business, subsidiaries, and acquisitions.
Business-Level Strategy: Determine if the company is using a differentiation, focus, or low-cost strategy, and what the company’s investment strategy is. Decide if company’s functional competencies are sufficient for achieving SWOT strategy.
Structure and Control Systems: Identify company’s structure and control system, and specify how they match or don’t match the company’s strategy.
Recommendations: Offer recommendations for improving the company’s strategy and competitive position which flow logically from the SWOT and financial analyses. Analyze what the company must do to implement those recommendations.