Strategic Plan 

The Strategic Plan must include the following elements:

a. Name of Company

b. Executive Summary: Provide a succinct overview of your strategic plan.

c. Vision Statement

i. Outline the vision of your organization. Craft a statement that is understood and

shared by members of the organization, broad enough to include a diverse variety of

perspectives, inspiring and uplifting, and easy to communicate.

d. Mission Statement

i. While your vision statement inspires people to dream, your mission statement should

inspire them to action. Make it concise, outcome-oriented, and inclusive.

e. Business

i. Describe the primary business of your organization.

f. Team Members

i. Who are your organization’s core team members? (Organizational Chart)

g. External Environment Analysis

i. General Environment

1. economic and global factors that affect your firm’s strategy.

ii. Industry Environment

1. Industry Analysis includes analysis of your organization’s industry, competitors,

marketing strategy, and target customers.

2. Analyze competitors (existing or potential), customers (or buyers), and suppliers

(including those considering forward integration) using:

a. Use Porter’s Five-Forces Model of Industry Competition

b. Use The Value Net

iii. Opportunity Analysis

1. List your organization’s biggest opportunities.

iv. Threat Analysis

1. List your organization’s biggest threats

h. Internal Environment Analysis

i. Analyze your firm’s internal environment

1. Use the Value-Chain Analysis

2. Use the Balanced Scorecard Analysis

ii. Strengths: Analysis

1. List your organization’s greatest strengths

iii. Weakness Analysis

1. List your organization’s greatest weaknesses

i. Strategic Goals and Objectives

i. Objectives are the specific, measurable steps that will help you achieve

your mission. Develop objectives that are SMART: specific, measurable,

achievable (eventually), relevant to your mission, and timed (with a date for


j.  Strategies

The strategy must be decisions made by your firms regarding

investments, commitments of resources, and other aspects of operations that will

create and sustain competitive advantage. Involves questions about what businesses

to compete in, and how to manage these businesses in order to achieve synergy –

how they can create more value by working together than by operating as stand-alone

businesses. Strategies must explain how your organization will reach its objectives.

i. Corporate-Level Strategy

1. Addresses your firm’s portfolio (or group) of businesses. What business(es)

should you compete in? Your organization may diversify into related or

unrelated businesses. How can you manage this portfolio of businesses to

create synergies?

ii. Business-Level Strategy

1. These are the bases for sustainable competitive advantage through:

Cost leadership and/or Differentiation, as well as Focusing on a narrow

or industry wide market segment. i.e. How to overcome the five forces

and achieve competitive advantage?

iii. International Strategy

1. What is the appropriate entry strategy for your organization? How will you go

about attaining competitive advantage in international markets?

iv. Entrepreneurial Strategy

1. What is your firm’s strategy to create value which will threaten

existing competitors and change the competitive dynamics of the

marketplace? How will you enter the market? How will you compete? How will

you deal with the competitors’ reaction?

k. Implementation/Action Plan

Your action plan should specify in detail who will do what, by when, to make what changes happen.

It may also note the resources needed, potential barriers or resistance, and

collaborators or communication lines that need to be active.

  • Ensures proper strategic control systems
  • Establishes an appropriate organizational design – coordinates & integrates activities within the firm.
  • Coordinates activities with suppliers, customers, and alliance partners
  • How the leadership team will ensure organizational commitment to  excellence & ethical behavior?

l. Reference Slide: Conclude your presentation with a reference slide in APA format.

  • Use several pictures throughout your presentation.
  • Make sure to include at least one picture or graphic per section. A power point presentation looks dull with few pictures and a lot of text.
  • Put the heading of each category on or before the slides in that group, so I know what category each slide is in.
  • Please follow the order that is listed above. Make sure your slides stay in order.

Leadership Organization

Create a 7 page leadership analysis using the narrative and summary of the leadership interviews you conducted.

This assessment gives you the opportunity to synthesize and demonstrate your understanding and experience interviewing leaders and how the leadership characteristics you analyzed relate to leadership theories, the New Business Realities, and the Thinking Habits.

By successfully completing this assessment, you will demonstrate your proficiency in the following course competencies and assessment criteria:

  • Competency 1: Analyze the art and science of leadership.
    • Analyze how the data from leadership interviews supports leadership theories.
  • Competency 2: Reflect on personal leadership skills.
    • Analyze the relevance of the concepts from New Business Realities and Thinking Habits to an interview experience.
    • Self-assess the experience as an interviewer.
  • Competency 3: Create and effective theory of leadership.
    • Recommend leadership development initiatives for leaders at a specific level.


This is the last assessment that is related to your leadership interviews. For this assignment, use the narrative and summary of your interviews to complete the following analysis:

  1. Leadership theory: Summarize the leadership theory that you used to develop your interview questions. Analyze how the questions you asked and the data you collected during the interview support your chosen leadership theory. You might have used servant leadership, Kevin Cashman, Margaret Wheatley, articles from the Center for Creative Leadership, leadership stage theory, or other sources. Demonstrate your understanding of your chosen mastery (personal, purpose, change, interpersonal/being, balance, or action). Use examples from your interviews to demonstrate your mastery topic.
  2. Common Learning Themes: Reread the New Business Realities and the Thinking Habits of Mind, Heart, and Imagination, linked in the Resources. Select one topic from each and discuss its relevance to your experience interviewing leaders. The following are two examples:
    • New Business Realities: Did the interview reflect the dynamics of transformational change in complex systems in the change mastery questions?
    • Thinking Habits: Did the interview encourage professional self-development through conversational reflection in the questions on personal mastery?
  3. Self-Reflection: Self-assess your experience as an interviewer. What seemed to work? What did not work? What would you do differently next time? How would you change your explanation of your leadership topic, the medium you chose, or your behavior during the interview, to enhance the quality of your data? What did you learn about interviewing? What did you learn about your topic and its potential for helping leaders examine their leadership skills and characteristics?
  4. Summary Statement: Think about your experience interviewing leaders at this level. Describe the primary lessons you gained from this experience, the value of interviewing leaders, and the impact this approach has on leadership development. Include your recommendations to your current organization or an organization with which you are familiar about the development of leaders at this level and on your mastery topic and the use of interviews to propel personal development.

Additional Requirements

  • Length: Your assessment should be 7 pages, double-spaced.
  • Font and size: Use a standard font—either Times New Roman or Arial. The font size must be 12 point.
  • Margins: The paper margins should be 1 inch on each side.
  • Components: Include a title page, table of contents, and reference page. These do not count toward the paper length.
  • Formatting: APA format is required for all aspects of your analysis, including citations and references. Your writing should be well organized and clear. Writing structure, spelling, and grammar should be correct as well.


**Pay attention to the Application Assignment Grading Rubric found in the Application Assignment Resources folder in Getting Started section.**

This application assignment requires you to share a newsworthy story OR a workplace experience that demonstrates how one course concept from Module 1 has been used in practice.  The concept that you select may come from the readingsaudio lectures, and/or required videos.

  • *ORIGINALITY REQUIRED:  This Application Assignment must be your original work for MADM 752.  Your assignment should be your own work and in your own words.  Course material and external sources must be cited and given proper credit using APA style.  In addition, assignments submitted to other classes should not be recycled or re-used for an Application Assignment in this course.  Your Turnitin similarity score will detect these types of submissions.  MADM 752 is specifically about small business and family enterprise.  Therefore, the concept you choose should be related to small business and family enterprise based on the material covered in this week’s module.  View the Turnitin Requirements section below.
News Story Option (if chosen):
  • News story must be from a credible source within the last 4 years with appropriate citation.
  • Context must be provided on why the story is immediately relevant to the topics being covered.
  • Responses which are purely opinion and anecdotal are not considered to be substantive in nature.
  • Two external sources to support information required In addition to the news story from a credible source.
  • Original news story from an external source plus two additional external sources required.
  • Assigned textbook chapters from the course do not count as external sources.
Workplace Experience Option (if chosen):
  • DO NOT SHARE CONFIDENTIAL OR PROPRIETARY INFORMATION with the class If you decide to introduce a workplace scenario that you have dealt with or are dealing with at present.
  • Use discretion when sharing work related information.  Use aliases instead of real names to maintain privacy.
  • Two external sources required to support your information in addition to workplace experience.
  • Workplace experience plus two external sources required.
  • Assigned textbook chapters from the course do not count as external sources.
Assignment Structure:
  • The title of application assignment and first sentence of assignment must indicate course concept from Module 1.
  • First part of application assignment must provide only brief summary of your work related news article/workplace experience to frame your discussion so that what you are discussing is clear but is not the majority of the post.
  • Remainder of application assignment and the primary focus of it is not describing your article/experience in great detail but rather meeting the relevant criteria outlined in the application assignment rubric using your work related article or workplace experience as the context.
Turnitin Requirements:
  • For each application assignment, your similarity score must meet a threshold of no more than 20%.
  • Assignments with greater than 20% similarity must be revised and resubmitted to Turnitin as many times as needed until the 20% threshold is achieved.
  • For resubmissions, it may take up to 24 hours for a new similarity score.
  • It is the student’s responsibility to allow enough time for resubmission of their assignment to Turnitin if their initial report did not meet the 20% threshold.
  • Assignments with more than 20% threshold will receive a zero.


As a leader, it is expected for you to be able to identify with the workers within the organization. This process can take place during basic observation, performance evaluations, attendance, interaction with others, and basic characteristics or behaviors. The leader must identify different personality types or behaviors and apply the suggested tactics for properly handling each type.

An external source for an article(s) that addresses different personality types or behaviors in the work place and how to apply tactics for properly handling of each type.

Provide your opinion on the article as it applies to the following questions:

  • What is the author’s main point?
  • Who is the author’s intended audience?
  • Do the author’s arguments support his or her main point? Explain different personality types or behaviors and how to apply the suggested tactics for properly handling of each type.
  • What evidence supports the main point?
  • What is your opinion of the article? (Do not simply summarize the article.)
  • What evidence, either from the textbook or additional sources, supports your opinion?

Your article critique should be at least two pages in content length, including an introduction, a body of supportive material (paragraphs), and a conclusion. Be sure to include a title page and a reference page and follow all other APA formatting requirements. The title page and reference page do not count toward the total page requirement.

SCM Case Analysis: Transportation And Warehousing

Create a 10-slide PowerPoint presentation to explain a selected company’s transportation and warehousing strategy to potential investors and lenders.

Supply chain managers coordinate all of the activities in the supply chain process into a seamless network. The transportation function of the supply chain focuses on the movement and delivery of goods and services in the supply chain network from suppliers to manufacturers to the ultimate consumers. Decisions must be made as to which mode of transportation is used to move products along with the type of warehousing systems that will be used. Many companies are choosing to outsource their supply chain to companies such as UPS.


For this assessment, consider that you work for a company that develops and sells case studies and case study analyses. Your company’s primary customers are colleges and universities wanting to use them within their courses, but your company also has customers using them for management training and development. Your manager asked you to conduct research and develop a Microsoft PowerPoint presentation to explain your selected company’s transportation and warehousing strategy to potential investors and lenders. She’s specifically interested in you creating the presentation associated with one of a small set of possibilities she provided to you. You may use the same company you selected in Assessment 3 or select a different company from this list:

  • L. L. Bean.
  • Starbucks.
  • Intel.
  • Johnson and Johnson.

Create a Microsoft PowerPoint presentation to explain your selected company’s transportation and warehousing strategy to potential investors and lenders.

You and your manager discussed the high level outline of your presentation and agreed you should address the following items. As the basis for your research you can use any of the resources noted in this course, in the Capella library, and on the Internet.

  • Slide 1: List the presentation title, the selected company name, the date, and your name.
  • Slide 2: Analyze and describe the overall transportation objectives of the selected company.
  • Slide 3: Describe and evaluate the modes of transportation that the company uses to move products from factory to customers, and recommend improvements to the modes of transportation.
  • Slide 4: Identify the locations of the factories and warehouses.
  • Slides 5–6: Evaluate the advantages and disadvantages of the locations for the organization’s factories and warehouses, and recommend strategies to mitigate the disadvantages.
  • Slide 7: Analyze the economic and political factors that can impact their transportation and warehousing network.
  • Slide 8: Analyze and describe how technology is used for managing the organization’s transportation and warehousing network.
  • Slide 9: Recommend improvements for the organization’s transportation and warehousing network, and support those recommendations with examples and research.
  • Slide 10: List at least three references.

You may use additional slides, if necessary. Provide your information as a bulleted list on the slides and insert explanations where applicable. Use the notes section in MS PowerPoint to add additional information and clarity to your presentation.

primary inventory costing methods

There are three (3) primary inventory costing methods used by companies: LIFO, FIFO, and Weighted Average. With each method comes a number of pros and cons that a company must consider when implementing its inventory management strategy. Amazon uses the First In First Out method, discuss the advantages associated with its chosen inventory costing method.

Accounting Methods

Purpose of Assignment 

This week’s activity illustrates the role a company’s accounting method plays in financial statement reporting. In this assignment, students evaluate the events occuring in a business setting and determine how to properly analyze those events to identify the impact on both cash and accrual accounting methods.

  • Accounting Methods Grading Guide
  • Generally Accepted Accounting Principles (GAAP), U.S. Securities and Exchange Commission (SEC)
  • Tutorial help on Excel and Word functions can be found on the Microsoft Office website. There are also additional tutorials via the web offering support for Office products.
Assignment Steps

Scenario: BizCon, a consulting firm, has just completed its first year of operations. The company’s sales growth was explosive. To encourage clients to hire its services, BizCon offered 180-day financing – meaning its largest customers do not pay for nearly 6 months. Because BizCon is a new company, its equipment suppliers insist on being paid cash on delivery. Also, it had to pay up front for 2 years of insurance. At the end of the year, BizCon owed employees for one full month of salaries, but due to a cash shortfall, it promised to pay them the first week of next year.

As the senior accountant, the Chief Financial Officer has asked you to prepare a memo to be sent to management notifying them of the delayed wage payments.

Prepare the memo in a maximum 700 words including the following information to better outline the situation:

  • Explain how cash and accrual accounting differs for each of the events listed in the above scenario and describe the proper accrual accounting. (HINT: What happens to cash if Accounts receivable increases or decreases? What happens to cash if Accounts payable increases or decreases?
  • Assess how at the end of the year, BizCon reported a favorable net income, yet the company’s management is concerned because the company is very short of cash. Explain to management how BizCon could have positive net income and yet run out of cash. (HINT: What is the difference between revenue on cash basis vs accrual basis? What are options to increase cash flow?)