...on request. Table of Contents Introduction 1 Authority Signatures 2 Executive Summary 3 Phase 1: The Strategic Context 4 1 Business Needs and Desired Outcomes 4 1.1 Strategic Environment 4 1.1.1 Organizational Overview 4 1.1.2 Business Need 4 1.1.3 Drivers for Change 4 1.1.4 Business Outcomes 4 1.2 Strategic Fit 4 1.3 Detailed Description of the Business Need 5 1.3.1 Problem/Opportunity Statement 5 1.3.2 Prioritized Requirements (High Level) 5 1.3.3 Assumptions 5 1.3.4 Constraints 5 1.3.5 Dependencies 5 1.4 Scope 5 1.4.1 Boundaries 5 1.4.2 Stakeholder Analysis 5 Phase 2: Analysis and Recommendation 7 2 Preliminary Options Analysis 7 2.1 Evaluation Criteria 7 2.2 List the Possible Options 7 2.2.1 The Status Quo 7 2.2.2 Describing the Option 7 2.3 Screening of Options 7 2.4 Rationale for Discounted and Viable Options 7 3 Viable Options 9 3.1 Alignment 9 3.1.1 Strategic Alignment 9 3.1.2 Alignment with Desired Business Outcomes 9 3.2 Costs 9 3.3 Cost-Benefit Analysis 9 3.4 Implementation and Capacity Considerations of Viable Options 9 3.4.1 Contracting and Procurement 9 3.4.2 Schedule and Approach 9 3.4.3 Impact 10 3.4.4 Capacity 10 3.5 Risk 10 3.5.1 Option Risk Summary 10 3.5.2 Risk Register 10 3.6 Benchmark 10 3.7 Policy and Standard Considerations 10 3.8 Advantages and Disadvantages 11 4 Justification and Recommendation 12 4.1 Comparison Summary 12 4.2 The Preferred Option 12 4.2.1 Recommendation 12 4.2.2 Deciding Factors 12 ...
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...Signatures 2 Executive Summary 3 Phase 1: The Strategic Context 4 1 Business Needs and Desired Outcomes 4 1.1 Strategic Environment 4 4 1.1.1 Organizational Overview 4 4 1.1.2 Business Need 4 4 1.1.3 Drivers for Change 4 4 1.1.4 Business Outcomes 4 1.2 Strategic Fit 4 1.3 Detailed Description of the Business Need 4 4 1.3.1 Problem/Opportunity Statement 4 4 1.3.2 Prioritized Requirements (High Level) 5 4 1.3.3 Assumptions 5 4 1.3.4 Constraints 5 4 1.3.5 Dependencies 5 1.4 Scope 6 4 1.4.1 Boundaries 6 4 1.4.2 Stakeholder Analysis 6 Phase 2: Analysis and Recommendation 7 2 Preliminary Options Analysis 7 2.1 Evaluation Criteria 7 2.2 List the Possible Options 7 4 2.2.1 The Status Quo 7 4 2.2.2 Describing the Option 7 2.3 Screening of Options 7 2.4 Rationale for Discounted and Viable Options 8 4 2.4.1 Advantages and Disadvantages 8 2.5 Alignment 8 4 2.5.1 Strategic Alignment 8 4 2.5.2 Alignment with Desired Business Outcomes 8 2.6 Recommendation 8 Phase 3: Management and Capacity 9 3 Managing the Investment 9 3.1 Governance...
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...FINANCE Investments and Portfolio Management Team Case Study Analysis Susan Griffin: Formulation of a Long-Term Investment Strategy TEAM X Case Overview Susan Griffin, owner and CEO of Griffin Incorporated, was planning to sell the company. Despite the success of her company, she was 62 years old and wanted to be free of the responsibilities and retire. Working with her bank advisors, indications estimated the sale to be worth about $10 million. She was currently earning good income from the operations of her company. Prior to the sale, most of her wealth was held in company stock; however, with the sale of the company most of her holdings would be converted into liquid assets that need to be invested and managed (See Exhibit 1 for Assets). Now Susan would need to decide how to allocate her investments in a way that would allow her to continue to live comfortably and also cover her family’s financial needs. Therefore, the analysis provided within the case study covers the method and recommendation on how Susan should invest and manage her portfolio and in what proportion the investment should be allocated toward the various options available. Key Assumptions In order to properly evaluate Susan’s scenario and develop her optimal portfolio, several assumptions must be defined. These assumptions are detailed in the list below: 1. Susan’s required annual income equates to $438,143 (before taxes)...
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...Company Overview In the first part of our analysis, we give a brief introduction about Target Corporation and its main competitors, Costco and Wal-Mart, so that we can set some decision rules to allocate the resources. Target Corporation Brand Strategy Target Corporation has a very strong brand, and their logo is recognized by more than 97% of the United States population. One of Target’s strength is that the corporation has more than 1,750 stores in the United States, and it has store in almost all the states of United States. Another of its strength is its ability to anticipate the demands of the customers and its ability to provide high-quality and innovative products which in return make their customers become loyal of availing all their services and products. Table 1 SWOT Analysis of Target Corp. Strengths Strong brand awareness and recognition Employee retention Design and innovation Opportunities Global expansion Focus on private label products Advised Future Strategy The threat faced by all these market players is the recession faced by the US economy, and since Target only operates in the United States, they don’t have the ability to fall back on their foreign markets. So Target must begin their career to the global markets. And It’s over emphasis upon the quality of products makes its products expensive than its competitor Wal-Mart. Therefore Target must devise effective strategies to ensure high quality at economic prices. Weakness Low global presence Quality obsession...
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...Overview of the Course The course is an introduction to the concepts, principles and analytical methods involved in making the broad variety of key investment decisions regarding commercial real estate. It is designed to supplement, rather than replace SURP 844: Real Estate Project Planning. Therefore, the emphasis of this course is on commercial real estate investment rather than development. However, some elements of the latter will inevitably be addressed. The focus will be on fullyoperational income-generating properties, primarily large in scale. The main asset types of office, industrial, retail and multi-unit residential will be discussed (and possibly a few more specialized types). Another emphasis of the course will be on the micro level – the evaluation of the investment merits of individual properties (or at least individual transactions). Less attention will be paid to the macro level i.e. portfolio management. To the extent possible, the course content (including readings, cases and assignments) will be Canadian (although it is recognized that real estate investment is increasingly a global endeavor). This is primarily a combination seminar and case study course. It is designed around a cornerstone of five carefully chosen guest speakers, who will each address their specific area of expertise within commercial real estate investment. Course readings, case studies, exercises and assignments complement the guest lectures. With its “hands-on” practical orientation, this course...
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...[pic] Table of Contents 1.0 Executive Summary 2.0 Company Summary 1. 2.1 Start-up Summary a. Table: Start-up 3.0 Services 4.0 Market Analysis Summary a. Table: Market Analysis 5.0 Strategy and Implementation Summary 1. 5.1 Sales Forecast a. Table: Sales Forecast 2. 5.2 Milestones a. Table: Milestones 6.0 Management Summary 7.0 Financial Plan 1. 7.1 Start-up Funding a. Table: Start-up Funding 2. 7.2 Projected Profit and Loss a. Table: Profit and Loss [pic] 1.0 Executive Summary INSTRUCTIONS: Summarize the key points of your business plan. Type your topic text here. 2.0 Company Summary INSTRUCTIONS: Describe your company, who you are, where you operate. Type your topic text here. 2.1 Start-up Summary INSTRUCTIONS: Summarize your Start-up table numbers, both expenses and assets. Type your topic text here. Table: Start-up |Requirements | | | | | |Start-up Expenses | | |Expense 1 |$0 | |Expense 2 |$0 | |Expense 3 |$0 | |Expense 4 ...
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...|TABLE OF CONTENTS | | | |PAGE NUMBER | |BACKGROUND |1 | |AIM |1 | |MAIN PRODUCT |2 | |STATEMENT OF FINANCE COMPARISON |2 | |Asset |2 | |Net Profit |3 | |Equity |3 | |Liability |3 | |RATIO COMPARISON ...
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...|Draft/Final | |Author: | | |Owner: | | |Client: | | |Document Number: | | Note: This document is only valid on the day it was printed Revision History Date of next revision: |Revision Date |Previous Revision |Summary of Changes |Changes Marked| | |Date | | | | | | | | | | | | | | | | | | Approvals This document requires the following approvals. A signed copy should be placed in the project files. |Name |Signature ...
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...FRESH JUICE LTD DISCLAIMER This plan is written as a guide for starting and managing this new business. More research should be conducted to suit your particular geography. Any names used are imaginary and are only meant for example purposes, any infringement is unintended. Financials represented are for example purposes and should be edited to suit your budget. 1. Executive Summary 4 1.1. Objectives 4 1.2. Mission 4 2. Company Summary 4 2.1. Company Ownership 5 2.2. Start-up Summary 5 3. Products 6 4. Market Analysis Summary 7 4.1. Market Segmentation 7 5. Strategy and Implementation Summary 7 5.1. Marketing Strategy 8 5.2. Sales Strategy 8 5.2.1. Sales Forecast 8 6. Management Summary 8 6.1. Personnel Plan 8 7. Financial Plan 9 7.1. Break-even Analysis 9 7.2. Projected Profit and Loss 9 7.3. Projected Cash Flow 10 7.4. Projected Balance Sheet 11 7.5. Business Ratios 12 1. Executive Summary Fresh Juice Ltd intends to be a city wide chain store offering its products allover the city through their clean mobile push carts. Sales are expected to gross over Ushs. 6,000,000 in the first year and grow at annual rate of 15% over the next five years. Fresh Juice Ltd will be planning to expand its operations to every metropolitan street within the entire city. Sales projections for the next three years will be based on assumption of sales success with the target customer base. Potential target...
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... Overview • Case Summary • Problem Statement • ROFE & Capital Budgeting • Incredible Incremental • Analysis Options • Cash Flows • Recommendations Case Summary • General Foods is a large corporation organized by Product Lines. • Super is a proposed new instant desert, based on a “flavored, water-soluble, agglomerated powder.” • General Foods has numerous projects with strict criteria to judge worthiness. • There are basically three types of Capital Investment proposals at General Foods: Safety, Quality, Increased Profit • Increased Profit: Cost Reduction, Capacity, New Product • Max 10 years payback: as low as 20% PBT • … if expected to be permanent product addition • … if facilities highly reconfigurable • Three analysis types: Incremental, Facilities-based and Fully Allocated. Problem Statement • Above all, Super’s worthiness as a capital investment must be evaluated according to General Foods’ accepted criteria. • Memos indicate that General Foods’ finance personnel are questioning the same criteria’s ability to accurately reflect the value of the Super project. • This is not an accounting exercise. In accounting, one tries to track and attribute all sources of costs. Also, one alters transaction timings to match expenses with income. • This is a capital budgeting exercise. We’re interested in cash flows to judge the value of a project, and when those cash flows occur. • Therefore, our team must 1) evaluate the pertinence of each of the analysis types to Super; and...
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...A. Executive Summary 3 A1. Business Identification: 3 A2. Mission, Goals and Objectives: 3 A3. Keys to Success: 3 B. Company Summary 3 B1. Industry History: 3 B2. Legal Form of Ownership: 3 B3. Location and Facilities: 3 B4: Management Structure: 3 B5. Products and Service: 3 C. Market Analysis 3 C1: Target Market 3 C2: Industry Analysis 3 C3: Competitive Analysis 3 D. Market Strategy 3 D1: 4Ps. 3 D2: Price List- 3 D3: Selling Strategy- 3 D4: Sales Forecast- 3 E. Implementation Strategy 3 E1. Overall Strategy- 3 E2. Implementation- 3 E3. Control Plan- 3 F. Financial Statements and Projections 3 F1. Revenue and Cost Estimate- 3 F2. Forecasted Profit and Loss Statement 3 F3. Forecasted Balance Sheet- 3 G1. Financial Projections 3 G1a- Breakeven Point- 3 G1b-Financial Position: 3 G1c-Capital/Investment Needs: 3 References 3 Executive Summary (1-2 pages) - A brief synopsis highlighting the key facts, issues, and conclusions A1. Business Identification: Include the business name and location, a brief summary of the business concepts and the purpose of the business plan. A2. Mission, Goals and Objectives: Explain the goals and objectives you have outlined for your company. A3. Keys to Success: Include...
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...ANALYSIS AND INTERPRETATION OF FINANCIAL STATEMENTS: CASE STUDIES THESIS SUBMITTED IN PARTIAL FULFILLMENT OF THE REQUIREMENTS FOR THE DEGREE OF Bachelor of Technology in Mining Engineering By SUDIP DAS Roll: 10605038 DEPARTMENT OF MINING ENGINEERING NATIONAL INSTITUTE OF TECHNOLOGY, ROURKELA 2010 ANALYSIS AND INTERPRETATION OF FINANCIAL STATEMENTS: CASE STUDIES THESIS SUBMITTED IN PARTIAL FULFILLMENT OF THE REQUIREMENTS FOR THE DEGREE OF Bachelor of Technology in Mining Engineering By SUDIP DAS Roll: 10605038 Under the guidance of Prof. D.P.TRIPATHY DEPARTMENT OF MINING ENGINEERING NATIONAL INSTITUTE OF TECHNOLOGY, ROURKELA 2010 National Institute of Technology Rourkela CERTIFICATE This is to certify that the thesis entitled “ANALYSIS AND INTERPRETATION FINANCIAL STATEMENTS: CASE STUDIES” submitted by Sri Sudip Das, Roll No: 10605038 in partial fulfillment of the requirements for the award of Bachelor of Technology degree in Mining Engineering at the National Institute of Technology, Rourkela (Deemed University) is an authentic work carried out by him under my supervision and guidance. To the best of my knowledge, the matter embodied in the thesis has not been submitted to any other University/Institute for the award of any Degree or Diploma. Date: (Prof. D.P. TRIPATHY) Dept. of Mining Engineering National Institute of Technology Rourkela-769008 ACKNOWLEDGEMENT I wish to express my deep sense of gratitude and indebtedness...
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...ANALYSIS AND INTERPRETATION OF FINANCIAL STATEMENTS: CASE STUDIES THESIS SUBMITTED IN PARTIAL FULFILLMENT OF THE REQUIREMENTS FOR THE DEGREE OF Bachelor of Technology in Mining Engineering By SUDIP DAS Roll: 10605038 DEPARTMENT OF MINING ENGINEERING NATIONAL INSTITUTE OF TECHNOLOGY, ROURKELA 2010 ANALYSIS AND INTERPRETATION OF FINANCIAL STATEMENTS: CASE STUDIES THESIS SUBMITTED IN PARTIAL FULFILLMENT OF THE REQUIREMENTS FOR THE DEGREE OF Bachelor of Technology in Mining Engineering By SUDIP DAS Roll: 10605038 Under the guidance of Prof. D.P.TRIPATHY DEPARTMENT OF MINING ENGINEERING NATIONAL INSTITUTE OF TECHNOLOGY, ROURKELA 2010 National Institute of Technology Rourkela CERTIFICATE This is to certify that the thesis entitled “ANALYSIS AND INTERPRETATION FINANCIAL STATEMENTS: CASE STUDIES” submitted by Sri Sudip Das, Roll No: 10605038 in partial fulfillment of the requirements for the award of Bachelor of Technology degree in Mining Engineering at the National Institute of Technology, Rourkela (Deemed University) is an authentic work carried out by him under my supervision and guidance. To the best of my knowledge, the matter embodied in the thesis has not been submitted to any other University/Institute for the award of any Degree or Diploma. Date: (Prof. D.P. TRIPATHY) Dept. of Mining Engineering National Institute of Technology Rourkela-769008 ACKNOWLEDGEMENT I wish to express my deep sense of gratitude and indebtedness to Dr. D.P.Tripathy, Department of...
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...Date: July 12th, 2011 Student Name: Eleanor Luu Instruction Name: Professor Stephen Itnyre Course/Class: ACC115003VA016-16-001 Assignment 1: Stock Analysis This Stock Analysis assignment shows six (6) differences Stock companies: APPL (NASDAQ), NIKE (NYSE), SAP (NYSE), MSFT (NYSE), INTU (NASDAQ), and SGPYY (LSE) in daily historical price from 3/1/11 through 5/31/11. 1 - The summary various accounting systems that each firm provides: ➢ Peachtree is a Sage product that and use by SGPYY, MSFT, and SAP AG ➢ QuickBook is an Intuit product that use by APPL, NIKE, and INTU QuickBooks holds 89 percent of the small business accounting software market in the United States. However, Sage’s small business product, Peachtree, is another popular product that has always given QuickBooks a run for its money. They both have their strengths and weaknesses. Here are the key comparisons from a general standpoint. ❖ Peachtree • It offers a tight integration between desktop accounting and online store. • It’s the best choice for Web-minded small businesses. • Stronger inventory management • Job costing capabilities • Over 140 customizable reports • Work flow management • Scalability/multi-user performance • Through GAP checks for duplicates and suspicious activity • Can accommodate up to 40 users, 10 more than QB • Easy to navigate. • Installation and Configuration...
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...A. Executive Summary 3 A1. Company Identification 3 A2. Mission of the Company 3 A3. Business Goals 3 A4. Keys to Success 3 B. Company Summary 3 B1. Industry History 3 B2. Legal Form of Ownership 3 B3. Location and Facilities 3 B4: Management Structure 3 B5. Products and Services 3 C. Market Analysis 3 C1: Target Market 3 C2: Industry Analysis 3 C3: SWOT Analysis 3 C4: Competitive Analysis 3 D. Market Strategy 3 D1: 4Ps. 3 D2: Price List 3 D3: Promotional Strategy 3 D4: Sales Forecast 3 E. Implementation Strategy 3 E1. Overall Strategy 3 E2. Monitoring Plan 3 F. Financial Statements and Projections 3 F1. Forecasted Profit and Loss Statement 3 F2. Forecasted Balance Sheet 3 G. Financial Report 3 G1. Financial Projections 3 G2. Financial Position 3 G3. Estimated Capital/Investment Needs 3 References 3 A. Executive Summary COMPANY IDENTIFICATION Suggested length of 1–2 pages A1. Company Identification: Identify the company’s name and location. A2. Mission of the Company: Describe the mission of the company. A3. Business Goals: Discuss two business goals in support of the company’s mission. A4. Keys to Success: Discuss three keys to success for the company. B. Company Summary Suggested length of 4–6 pages B1. Industry History: Describe the history of the industry in which the company will operate. B2. Legal Form of Ownership: Identify the legal form that the company will take. B3. Location and Facilities: Describe the...
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