STRATEGY PAPER FORMAT
FINAL REQUIREMENT in BA 27 STARTEGIC MANAGEMENT
I. INTRODUCTION/BACKGROUND
1. Name of the Institution: Provide the full name of the organization being analyzed.
2. Business/Product Portfolio: List the main products or services offered by the
organization, highlighting its key business areas.
II. STRATEGIC PLATFORM
1. Vision Statement:
o Present the organization's vision statement.
o Analyze the extent to which the vision has been achieved, cite evidence or metrics.
2. Mission Statement:
o Analyze and present the organization's mission statement based from the template
provided.
III. ENVIRONMENTAL ANALYSIS
A. External Analysis
Using the PESTLE Model, identify opportunities and threats from the following external
forces and trends:
1. Political Analyze political factors impacting the organization, such as government
policies or political stability.
2. Economic Evaluate economic trends, including inflation, and consumer spending, that
affect the organization.
3. Social Discuss societal and cultural trends influencing the organization and its
stakeholders.
4. Technological Examine relevant technological advancements and their implications
for the organization.
5. Legal Assess laws, regulations, and compliance requirements affecting the
organization.
6. Other Environmental Forces (if applicable): Consider additional forces such as
demographic shifts, environmental sustainability, or globalization trends.
B. Internal Analysis
Select one model/framework to analyze the internal environment:
1. Resource-Based View (VRIO Framework):
o Identify the organization's key resources and capabilities.
o Analyze whether these resources provide a sustained competitive advantage
(valuable, rare, inimitable, organized).
2. Value-Chain Analysis:
o Examine the primary and secondary activities in the value chain.
o Identify areas of value creation and suggest improvements to strengthen weak
areas.
3. SW Analysis:
o Summarize the organization's Strengths and Weaknesses.
IV. PROGRAMS/STRATEGIES
1. Business Strategies:
o Identify the organization's overarching strategies (e.g., Overall Cost Leadership,
Differentiation, Focus Strategies).
o Analyze how these strategies align with the organization's goals and market
positioning.
2. Functional Strategies:
o Provide a detailed analysis of strategies employed by key functional areas:
Human Resources: Recruitment, training, retention policies.
Marketing: Branding, promotion, customer acquisition strategies.
Finance: Budgeting, financial planning, and capital allocation.
Operations/Production: Process optimization, quality control.
Research & Development (R&D): Innovation and product development
initiatives.
o Propose policy recommendations to address gaps and ensure successful strategy
implementation, if applicable.
V. STRATEGY IMPLEMENTATION
1. Organizational Structure
o Describe the organizational structure and how it supports the implementation of
strategies.
2. Organizational Culture
o Discuss the prevailing culture and its alignment with strategic objectives.
3. Style of Leadership
o Analyze the leadership style employed to drive strategy execution (e.g.,
transformational, transactional, participative).
4. Budget Allocation: (if accessible)
o Outline the budget allocation process.
o Detail resource management plans to ensure effective implementation of strategies.
VI STRATEGY EVALUATION AND CONTROL Using Balanced Scorecard, assess the
performance of the organization under survey focusing on the following perspective: Financial
measures, Customer outcomes, Internal process improvements, Innovation and learning
goals. Each group should complete the matrix below:
Alignment
Proposed
Key Performance Indicators Current with
PERSPECTIVE Improvement
(KPIs) Performance Strategic
Strategies
Goals
e.g., Revenue growth, Cost
Financial Measures
efficiency
Customer Outcomes e.g., Customer satisfaction
Internal Process e.g., Process efficiency,
Improvements Quality control
Innovating and e.g., Employee training, R&D
Learning Goals investment
VII. CONCLUSION AND RECOMMENDATIONS
1. Summary of Findings:
o Provide a concise summary of key insights from the analysis.
2. Recommendations:
o Offer actionable recommendations for improving the organization’s strategic
positioning and execution.
o Suggest future areas of focus for sustained growth and competitiveness.
VII. REFERENCES
Cite all sources used in the preparation of the strategy paper following the appropriate
citation format (e.g., APA, MLA).