Tag Archives: SWOT analysis

Create your Strategic Management Project Template for your Online Class

English: Figure 10: SWOT-Analysis of the organ...

English: Figure 10: SWOT-Analysis of the organic business idea. Belongs to The Organic Business Guide. (Photo credit: Wikipedia)

Swot analysis

Swot analysis (Photo credit: Wikipedia)

SWOT analysis diagram in English language. Fra...

SWOT analysis diagram in English language. Français : Matrice SWOT en anglais. (Photo credit: Wikipedia)

English: Diagram of DuPont analysis of return ...

English: Diagram of DuPont analysis of return on equity. ‪Norsk (bokmål)‬: Diagram over DuPont-analyse av kapitalrentabilitet. (Photo credit: Wikipedia)

1. Create Google Drive Doc using table of contents page.



I.    DIAGNOSIS – Current situation: summary of factors which contribute to present status

  1. Mission
  2. Objectives
  3. Corporate Strategy
  4. Policies
    1.  Diversity
    2.  Ethical Standards/code of Conduct
    3.  Suppliers
    4.  HR


5. Strategic Managers and Board
1.  Sr. Level Executives
2.  Corporate governance
a.  Responsibilities
b.  Board Committees
c.  Director Compensation


6. Generic Industry Type:
1.  Fragmented, Maturing, Energizing, Declining
2.  Industry Economic Characteristics (p.53)

3. Generic Industry Type

Industry definition
Market size and growth rate
Key rivals & market share
Scope of competitive rivalry
Concentration vs. fragmentation
Number of buyers
Demand determinants
Degree of product differentiation
Product innovation
Key success factors
Supply/demand conditions
Analysis of stage in life cycle
Pace of technological change
Vertical integration
Economies of scale
Learning/experience curve effects
Barriers to entry













7. Organization Structure:

  1. type—functional, divisional, matrix, SBU
  2. advantages and disadvantages discussed in class


8. Financial Analysis / Altman & DuPont
1.  Graphs
2.  Altman
3.  Tobin’s Q
4.  DuPont Analysis

5. Stock Analysis

Compare your performance over time using the “Max Graph” from Yahoo Finance,


9. SWOT Analysis (See Handout)

  1. Internal (strengths, weaknesses)
  2. External (Opportunities, Threats)


10. Market Share Data Graphs



II.                      FOCAL POINTS FOR ACTION: Identify problems & issues which need to be resolved.  Analyze your company’s 10K before performing this step.

  1. Short Range
  2. Long Range










Go to www.lewisu.edu click on Academic, then Library, then On-line Databases

Go to Databases and type in your Company’s name and Industry to find helpful information.





Conduct Company and Industry Research and Analysis Internationally


Swot analysis image

Swot analysis image (Photo credit: Wikipedia)

SWOT analysis diagram in English language. Fra...

SWOT analysis diagram in English language. Français : Matrice SWOT en anglais. (Photo credit: Wikipedia)

Your first assignment will involve industry and company research.
I will give you a table that you will complete and turn in on the second class meeting. This project will be completed using Google Drive.

Go to EBSCO and search PepsiCo in Company Profile. Then search “Global Food Products” in Industry Profile. Go to IBIS and search “Soft Drinks”.

Go to Lexis-Nexis search Company directories and Profiles to find Worldscope and Hoover’s. Then go to Proquest-modify the search and go to advanced search add “strategy and search recent 12 months..

Strategic direction requires insights in the form of market intelligence, market size, market growth rates, competitor analysis and other key variables. Industry reports are available for: Telecommunications, Healthcare, Energy and many other industries.

Your Research will be an organized effort to gather information about markets, customers and industries. It is a crucial component of our class. This exercise will offer important information that will allow you to identify and analyze the market and the competition.

You will systematically gather and interpret information about your organization. You will harness the power of research during the semester to support your decision-making and presentation efforts.

Watch these videos: https://www.youtube.com/watch?v=TD7WSLeQtVw

ProQuest search results

ProQuest search results (Photo credit: The Shifted Librarian)

Hoover's Logo

Hoover’s Logo (Photo credit: Wikipedia)

Your research will be conducted using the Library Databases. You will also create a stock portfolio on Yahoo Finance. At the end of the semester, you will submit your data in a “Market Study” Binder.

For example, go to the website “academics” and click on “library”. Then go to EBSCO and click on Business Searching Interface. Type in “Global Wine Industry” and you will find the MarketLine pdf report. It includes the following information that you need to know:

Executive summary, market overview, market data, market segmentation, market outlook, five forces analysis and leading companies.

Here’s an EBSCO list of some of the industries that we will cover in Class with industry participants:

Global Spirits: Diageo

Global Electronics: LG, Toshiba,

Global Hypermarkets and Supercenters and GLobal Food Retail: Metro, Carrefour and Tesco

Global Household Durables: IKEA

Global Consumer Electronics: Phillips, Sony

Global Automobile Manufacturers: Toyota, Hyundai, Honda, Volkswagon, Daimler

Global Food Retail:

Global New Cars

Global Semiconductors

Global Oil and Gas: Gazprom, Petrobras

Global Audio and Video Equipment: Samsung

Global Telecommunications: Telefonica

Global Pharma: Novartis

Global Metals and Mining: Rio Tinto



If you search “Global Air Transportation”, the link will look like: http://web.b.ebscohost.com.ezproxy.lewisu.edu/bsi/pdfviewer/pdfviewer?vid=10&sid=cf49c074-c7b2-4e02-84cc-af4bdc2b60e5%40sessionmgr114&hid=125

Search “Global New Cars”:


If you search “Global Precious Metals and Mining”:


English: Figure 10: SWOT-Analysis of the organ...

English: Figure 10: SWOT-Analysis of the organic business idea. Belongs to The Organic Business Guide. (Photo credit: Wikipedia)

You can also search for a “company profile” that will provide the following information: company overview, key facts, business description, history, key employee biographies, major products and services, revenue analysis, SWOT analysis, top competitors, company view and locations and subsidiaries.

Swot analysis

Swot analysis (Photo credit: Wikipedia)

Then you will search the Lexis Nexis database for companies. Click on “Company Profile”. Enter the company name and put a check in the Worldscope box. Enter search and you will get a company description, key financials, income statement information, information regarding foreign assets and income margin. The “Ratio” section will provide three years of ratios for your company. At the end of the report, you will find a geographic sales breakdown and sales and operating income by business unit.

Use the snipping tool to enter some of the diagrams into your industry table. To find this tool, go to all programs, accessories and “snipping tool”.

If you were researching Apple, these are some of the resources that you would use to conduct an industry analysis:

Angel with mobile phone

Angel with mobile phone (Photo credit: Akbar Sim)

EuroMonitor Passport: Mobile Phones in the US

Various cellular phones from the last decade

Various cellular phones from the last decade (Photo credit: Wikipedia)

IBIS World: Computer Pheripheral Manufacturing #33411B; Computer Manufacturing #31141A; Operating Systems and Productivity Software #51121A; and Internet Publishing and Broadcasting in the US #51913B

In Lexis Nexis, under company profile search Hoover’s, Disclosure and Worldscope

In EBSCO, find Company Profiles:  look at the SWOT Analysis, Key Executives, and Company overview. Gather global information in the “Global Industry Reports” including: Global Computer and Electronics Retail; Global Mobile Phones and Global Computer Storage and Peripherals.

English: Yerba Buena Center for the Arts (YBCA...

English: Yerba Buena Center for the Arts (YBCA) one week before iPad 2 announcement. (Photo credit: Wikipedia)

Get the Company’s 10K and look for: Company background, business strategy, products, risk factors, stock performance and “Management” discussion of financial issues and segment operating performance. Pay attention to the Corporate Governance Issues.

Fo to Yahoo Finance and generate a Stock Portfolio. Include as many competitors as possible so that you can get a customized daily news bulletin. Buy 100 shares of stock in each company.

Go to the website and get the annual report under “Investor Relations

This plan was created for the Wikimedia Founda...

This plan was created for the Wikimedia Foundation’s strategic planning process and will be used during that process. (Photo credit: Wikipedia)

Use Proquest to find articles on strategic alliances, joint ventures, acquisitions and divestitures.

If you wanted to conduct research on a global food company like Sara Lee; look at some of the following reports:

IBIS Meat, Beef and Poultry Processing #31161

Baking Mix and Prepared Food Manufacturing #31181


file (Photo credit: Wikipedia)

Cookie, Cracker and Pasta Production in the US #31182

Coffee Production in the US #31192a

For Global information, use:

1. Packaged Foods and Meat;

2. Global Meat , Fish and Poultry

3. Global Hot Drinks

4. Global Frozen Food

5. Global Bread and Rolls

Here’s an excellent resource:


When you have gathered all of your data, you can complete your Team SWOT Analysis and start your TOWS Matrix.

Use these templates:

1. This worksheet will help you visually organize information about the external environment:


2. After completing a SWOT analysis, you will engage in a matching and converting process using a TOWS Matrix. Matching strengths to opportunities to leverage competitive advantages. Develope conversion strategies to convert or mitigate weaknesses or threats by dinding new markets, diversifying or developing new products. Generate a TOWS Matrix for your project using this format:


3. Generate a Porter’s Model Worksheet:


Here’s a Rudyard Kipling Quote to think about:

“I keep six honest serving , they taught me all I knew. Their names were What, Why, When, How , Where and Who.”

Figure 10: SWOT-Analysis of the organic busine...

Figure 10: SWOT-Analysis of the organic business idea. Belongs to The Organic Business Guide. (Photo credit: Wikipedia)

Dr. EveAnn Lovero teaches Strategic Management and International Business at Lewis University in Illinois.

You can research companies like:
Nestle Switzerland Food Producers 206,440 7.40

Novartis (REGD) Switzerland Pharmaceuticals & Biotechnology 188,471 6.76

Roche Hldgs (GENUS) Switzerland Pharmaceuticals & Biotechnology 176,552 6.33

HSBC Hldgs UK Banks 157,075 5.63

Bayer AG Germany Chemicals 103,823 3.72

Sanofi France Pharmaceuticals & Biotechnology 99,669 3.57

Royal Dutch Shell A UK Oil & Gas Producers 98,243 3.52

GlaxoSmithKline UK Pharmaceuticals & Biotechnology 90,773 3.25

Banco Santander Spain Banks 89,312 3.20

Vodafone Group UK Mobile Telecommunications 86,207 3.09

International Business Strategy

Value Chain White

Value Chain White (Photo credit: Jinho.Jung)

Portrait of Henry Ford (ca. 1919)

Portrait of Henry Ford (ca. 1919) (Photo credit: Wikipedia)

Illustration of Porters 5 Forces. Illustrates ...

Illustration of Porters 5 Forces. Illustrates article Porter 5 forces analysis (currently available in 11 languages). (Photo credit: Wikipedia)

English: Porter's Value Chain

English: Porter’s Value Chain (Photo credit: Wikipedia)

Michael Porter's Diamond of Advantage

Michael Porter’s Diamond of Advantage (Photo credit: Wikipedia)

English: Capabilities value contribution to st...

English: Capabilities value contribution to strategy (Photo credit: Wikipedia)

Diversification (marketing strategy)

Diversification (marketing strategy) (Photo credit: Wikipedia)

How to Define a Marketing Strategy

How to Define a Marketing Strategy (Photo credit: budcaddell)

The SWOT-landscape systematically deploys the ...

The SWOT-landscape systematically deploys the relationships between overall objective and underlying SWOT-factors and provides an interactive, query-able 3D landscape. (Photo credit: Wikipedia)

Sample mission statement

Sample mission statement (Photo credit: Wikipedia)

English: Ford Motor Company global locations F...

English: Ford Motor Company global locations Français : Sites mondiaux de Ford Motor Company (Photo credit: Wikipedia)

English: Figure 8: Example of a value chain ma...

English: Figure 8: Example of a value chain map for organic cotton, from inputs to consumption. Belongs to The Organic Business Guide. (Photo credit: Wikipedia)

International Business Strategy involves sales, investments and logistics decisions in countries where the corporation does business. It involves business activities and cross border transactions of goods, services and resources in industries such as: finance, banking, insurance, construction, manufacturing, technology, etc.

For this class, you are researching a large multinational corporation with headquarters outside the US. They probably have a  worldwide approach to markets and production with operations in more than a country. They are listed on a foreign stock exchange. Some well-known US MNCs that you have studied in other classes may include: fast food companies such as McDonald’s and Yum Brands, vehicle manufacturers such as General Motors, Ford Motor Company,  consumer electronics companies like Apple and technology companies like Google. Most of the largest corporations operate in multiple national markets.

Individual country profiles may require MNCs to modify their business practices from one country to the next.

Here’s my


Business Strategy Pinterest Board http://www.pinterest.com/socialmediaevie/strategy-options-for-globalization/

International Business Strategy involves formulating international strategies at the corporate level, business unit level and departmental level of the organization. International managers must identify the company’s mission and goals and analyze the company’s operations by performing a value-chain analysis.

The strategies that the firm pursues will impact the firm’s organizational structure. The business environment can impact product decisions as well; whether to pursue standardization or adaptation as well as where to locate facilities.

Català: Michael Porter. Česky: Michael Porter....

Català: Michael Porter. Česky: Michael Porter. Dansk: Michael Porter. Deutsch: Michael Porter. Español: Michael Porter. Suomi: Michael Porter. Bahasa Indonesia: Michael Porter. Nederlands: Michael Porter. ‪Norsk (bokmål)‬: Michael Porter. Polski: Michael E. Porter. Português: Michael Porter. Српски / Srpski: Majkl Porter. Svenska: Michael Porter. Українська: Майкл Портер. 16 лютого 2009. (Photo credit: Wikipedia)

Strategy is the set of planned actions taken by managers to meet company’s specific short-term and long-term goals and objectives. Strategy addresses the following issues:

  • Who is the target customer for the organization’s products and services?
  • Where are the customers and how do they buy? What is considered “value” to the customer?
  • Which businesses, products and services should be included or excluded from the portfolio of offerings?
  • What is the geographic scope of the business?
  • What differentiates the company from its competitors in the eyes of customers and other stakeholders?
  • Which skills and capabilities should be developed within the firm?
  • What are the important opportunities and risks for the organization?
  • How can the firm grow, through both its base business and new business?
  • How can the firm generate more value for investors? WIkipedia
English: Figure 10: SWOT-Analysis of the organ...
English: Figure 10: SWOT-Analysis of the organic business idea. Belongs to The Organic Business Guide. (Photo credit: Wikipedia)


The development of an effective strategy requires clear objectives and a plan to achieve them.

1. Start with a SWOT Analysis: what are the capabilities and strengths? What does the company do better than the competition.

  • Strengths give the business  a competitive advantage including Core Competencies (an ability that competitors find extremely difficult or impossible to replicate)
  • Weaknesses place the business at a disadvantage relative to others
  • Opportunities are external environmental variables that the firm should exploit
  • Threats are variables in the external the environment that could be problematic of hinder strategic success

Strategic decisions are based upon the assessment of the competitive environment as well as the external national and international business environments.

A well-defined strategy coordinates and harnesses organizational resources. Firms must determine what products to produce and where to produce them. Divisions and departments must effectively and efficiently carry out the plan globally.

Different international locations possess a rich mosaic of cultural, political, legal, and economic traditions and processes. Factors that add to the complexity of planning and strategy internationally includes differences in: accounting standards, labor standards, living standards and environmental standards. Tariffs and import and export regulations as well as trade agreements must be analyzed.

Diversification (marketing strategy)

Diversification (marketing strategy) (Photo credit: Wikipedia)


Strategy formulation includes external environmental analysis including the political, economic, social, technological and regulatory landscape. The industry environment and the competitive behavior of rivals must be researched including: the bargaining power of buyers/customers and suppliers, threats from new entrants to the industry and the ability of buyers to find viable substitute products.


The company must formulate a Mission Statement that identifies why the company exists and how the operations and activities impact stakeholders: suppliers, employees, stockholders and consumers. International companies must be sensitive to the needs of stakeholders in different nations.

Stockholders’ needs for financial returns must be balanced against the public interest in countries where production is located.


Value Chain Dark

Value Chain Dark (Photo credit: Jinho.Jung)

Value-chain analysis is the process of dividing a company’s activities into primary and support activities and identifying those that create value for customers. In the primary activities, it considers inputs, transformation processes and outputs.

New Marketing Strategy
New Marketing Strategy (Photo credit: Intersection Consulting)


The concept was first described and popularized by Michael Porter in his 1985 best-seller, Competitive Advantage: Creating and Sustaining Superior Performance.

Primary activities include inbound and outbound logistics, manufacturing, marketing and sales, and customer service. Support activities include firm infrastructure, human resource management, technology development, and procurement. Each activity is a source of strength or weakness for a company.

National differences in language, religious beliefs, customs, traditions, and climate complicate strategy formulation. Manufacturing processes must be adapted to the supply of local workers, local customs and traditions. Political and legal systems must be coordinated to implement international strategies.

There are two basic International Strategies:

a. A Multinational Strategy adapts products and marketing strategies in each national market to suit local preferences.

  1. Benefit: monitor buyer preferences in each local market and respond quickly and effectively to new buyer preferences.
  2. Drawback: cannot exploit scale economies in product development, manufacturing, or marketing.
  3. Not suited to industries in which price competitiveness is a key to success.

b. A Global Strategy offers the same products using the same marketing strategy in all markets.

  1. Firms take advantage of scale and location economies by producing entire inventories or components in a few optimal locations.
  2. They perform product R&D in one or a few locations and design promotional campaigns and advertising strategies at headquarters.
  3. Benefit: cost savings from standardized products and marketing; lessons learned in a market are shared.
  4. Drawback: yet a firm employing this strategy may overlook differences in buyer preferences. Only simple modifications in features. Competitors can step in and satisfy unmet local needs creating a niche market.

There are different Corporate-Level Strategies

a. A Growth Strategy is designed to increase the scale or scope of a corporation’s operations. Scale refers to the size of a corporation’s activities; scope to the kinds of activities it performs. This can be accomplished through organic growth that relies on internally generated growth or through mergers and acquisitions, joint ventures, and strategic alliances to reduce competition, expand product lines, or expand geographically.

b. A Retrenchment Strategy reduces the scale or scope of a corporation’s businesses. Corporations cut back the scale of operations when economic conditions worsen or competition increases by closing factories with unused capacity and laying-off employees. Corporations reduce the scope of activities by selling unprofitable business units.

Business-Level Strategies involves the general competitive strategy in the marketplace and includes:.

a. A Low-Cost Leadership Strategy refers to the lowest cost of operation. It exploits economies of scale to have the lowest cost structure of any competitor in an industry and is driven by size, scope and learning curve principles. Cost leadership is a concept developed by Michael Porter and it describes a way to establish competitive advantage. Companies attempt to curtail and control administrative costs and the costs of its various primary activities, including marketing, advertising, and distribution. Low-cost leadership based upon efficient production in large quantities guards against aggressive rivals. A low-cost leadership strategy works best with mass-marketed products aimed at price-sensitive buyers.

b. A Differentiation Strategy involves a company that crates services and products that are perceived as unique and exclusive. Companies strive to develop a loyal customer base to offset smaller market shares and higher costs of producing and marketing an exclusive product or service. Products can be differentiated on the basis of quality, brand image, and product design.

c.   A  Focus Strategy Company focuses on the needs of a narrowly defined market segment by being the low-cost leader, by differentiating its product, or both. Some firms serve the needs of a single geographic area.

There are basically four types of International Organizational structures. The structure involves how a company divides its activities among separate units and coordinates activities among those units.

1. An International Area Structure organizes a company’s global operations into countries or regions. Each geographic division operates as a self-contained unit, with decision making decentralized to country or regional managers. This structure is useful when there are vast cultural, political, or economic differences among nations or regions. Managers become experts on the unique needs of their buyers; since units act independently, cross-fertilization of knowledge across units can be limited.

2.  An International Divisional Structure with its own manager keeps domestic and international activities separate. A general manager for each nation in which a company operates controls product manufacturing and marketing within that market. The manager becomes a specialist in foreign exchange and exporting activities in that market. The firm hopes to reduce costs, increase efficiency and prevents international activities from disrupting operations at home. Potential problems can arise wen there is poor coordination between the international division and the rest of the company.

3. A Global Product Structure divides worldwide operations primarily according to a company’s product areas and is well-suited to a firm with a diverse set of products.

4. A Global Matrix Structure splits the chain of command between product and area divisions. Each manager reports to two bosses: the president of the product division and the president of the geographic area and brings together geographic area managers and product area managers for decision making. This can improve organizational agility, increase local responsiveness, reduces costs and coordinates worldwide operations.

Centralized decision making generally at headquarters. Decentralized decision making occurs at lower levels, such as in international subsidiaries. International companies may centralize decision making in certain geographic markets and decentralize it in others. Centralization helps coordinate international subsidiaries and maintain strong central control over financial resources by channeling  the subsidiary’s profits back to the parent. Companies may centrally design policies, procedures and standards to enhance a single global organizational culture.

Decentralized decision making is beneficial when local responsiveness is important. Subsidiary managers have their finger on the pulse of local culture, politics, and legal issues. Decentralized decisions result in products that are well-suited to the needs and preferences of local buyers.

Work teams can be useful in International Organizations because they can improve responsiveness by cutting across functional boundaries that slow decision making in an organization. Some cultures are less individualistic and more collectivist, this can impact the effectiveness of the team approach.