Strategic Management Assessment 3 Strategic Plan - Term 3 2018
Auckland International Campus
Bachelor of Applied Management
Graduate Diploma in Applied Management
CX770020 Strategic Management
Assessment 3: Strategic Plan
(Report and Presentation)
Study Block 3: 2018
Due: In-class Assessments: To be determined in class in discussion
Presentation: Week 8, Day 1
Report: Week 8, Friday, 11:59 p.m.
Weighting: 40%
Type: Team assessment
Length: Report 3,000 – 5,000 words
Submit: Electronically (no hard copy) to the Moodle site for this paper. Note that only ONE
member of your team should submit your team’s assessment
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OBJECTIVES
This assessment is designed to guide your team to create a strategic plan appropriate to your
usiness.
LEARNING OUTCOMES
1. Think critically regarding the application of relevant concepts, tools, and techniques of
strategy
2. Work with others to apply concepts, tools, and techniques fundamental to strategic
management to develop an organisational strategy
3. Ensure the strategic plan complies with expectations of stakeholders by including a
wide range of relevant issues, such as sustainability, and ethics
4. Evaluate aspects of ethical strategic leadership
INSTRUCTIONS – ALL ASSESSMENTS
See in Report 1 instructions.
ASSESSMENT 3 INSTRUCTIONS
In this assessment you will formulate a strategic plan appropriate to the company you selected
to study. This will be presented in the form of a final report, preceded by a presentation and in-
class assessments.
3.1 In-class assessment 1
3.2 Presentation
3.3 In-class presentation 2
3.4 Final Report
Two in-class assessments – 5% of the total marks.
These could be two different assessments, or one assessment prior to the final report whereby
the group work of the three weeks prior to the final report is assessed. They will be judged using
the following guidelines.
• Participation: Each group member participated in discussion and explanation.
• Quality of discussion: Explanation of how key topics that are the focus of the cu
ent
discussion will be learnt and used.
• Appropriate focus: Information and topics focuses on by the group are appropriate.
The following is indicative of the focus of these assessments:
3.1 In-class assessment 1: Progress Discussion/ Presentation/ Ve
al Report – possibly
explanation of team approach to completing the Final Report.
3.3 In-class assessment 2: Draft report.
Presentation – 20% of the total marks
3.2 Presentation
The presentation must show how the final report will be presented and completed. The
presentation will be judged on how well the listener understand what will be included in the final
eport, and why, and how the report will be structured. The presentation will primarily be judged
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on the content presented, although presentation skills and approach will also be judged. Note
that presentation skills, structure and delivery will influence how well the content is understood.
Final Report – 75% of the total marks
3.4 Final Report
The final report must include the following:
• Mission, vision, goals
• Strategic options and choosing between them
• Strategy 3 year in outline and ensuring covers issues
• One-year implementation plan, with management and control considerations
NOTE: In this assessment you should make use of your work in Assessments 1 and 2. Consider
including the needs of wider stakeholders when formulating your strategic plan. Consider if and
how, incorporating these needs could contribute to the competitiveness and long-term viability
of an organisation.
It is important to provide a good insight into what will be done to create a competitive advantage.
It is expected that you will use concepts, tools, and techniques fundamental to strategic
management. The following is an indication of what is expected in your answer:
• Mission, Vision and Goals
o The Vision and mission is stated with clear supporting reasons for adopting them.
Goals are listed, an should be the same as those in the one-year implementation
plan
• Strategic options and choice
o Explain he generic strategic options of the firm. This should be done in terms of
the work done in Assessment 1. Strategies should attempt to utilise the knowledge
gained in Assessment 1, but now focus on the future and what strategy would be
most appropriate.
o Justify the generic strategic approach you have chosen. Explain why your chosen
strategy is appropriate (e.g. better than others) in terms of its suitability, feasibility,
and acceptability.
o It is important to provide a good insight into what will be done to create a
competitive advantage.
• Three-year strategic outline
o Provide an outline of the key strategic areas that should be addressed, with a clear
indication of what is to be achieved within the three-year time frame. This should
also include an explanation of how key issues related to culture, leadership, ethics,
sustainability, stakeholder requirements and any other relevant issues will be
incorporated in the strategy.
• One-year implementation plan
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o Explain how you would implement the prefe
ed strategy, manage it and control
the achievement of key goals. This should support the three-year strategy (i.e.
goals should be set that will ensure short term actions that support the eventual
achievement of long term strategies).
o This could be prepared using Balanced Score Card, Action Planning and other
elevant methodologies.0
o It is expected that you will
eak down strategies into (1) short-term objectives and
control measures (2) functional tactics (3) indicate responsibility and how it will be
managed.
Your report could have the following structure:
1. Title Page (includes title of the proposal, names and student number of the team
members, name of the person the report is for, date submitted)
2. Table of Contents
3. Introduction
4. Mission, vision, goals
5. Strategic options and choice
6. 3 year strategy outline
7. One-year implementation plan, with management and control considerations
Word Count
The word count EXCLUDES your reference list and APPENDIX.
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MARKING RUBRIC: PRESENTATION
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Introduction:
Purpose and
structure of the
presentation.
5 Introduction judged by how well it prepares the reader for the rest of
the presentation.
Presentation of
content
How clearly is each of the following presented. The judgement is
whether the presenters display knowledge and understanding of the
topic. A key judgement is whether this knowledge and understanding
is applied to formulate a good strategic plan.
10 • Mission, vision, goals
15 • Strategic options and choosing between them
20 • Strategy 3 year in outline and ensuring covers issues
20 • One-year implementation plan, with management and control
considerations
Delivery:
30 How well is the presentation delivered? The key judgement is how
well a listener will be able to understand the content of the
presentation. Indicative criteria would be: Structure, support material,
ideas, logic, appearance of participants, volume, clarity of speech,
grammar, pronunciation, effectiveness (achievement of purpose).
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MARKING RUBRIC: ASSIGNMENT 3 – REPORT
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Executive
Summary:
Summary of entire
project
5 It is expected that the key information will be presented in such a way
that the executive summary could be all a busy executive would have
to read to understand the essence of the strategic plan. This could
include how well the aims, key findings, and key recommendations are
stated.
Introduction:
Purpose of the
eport,
ief
description of the
organisation, scope
and structure of
eport
5 Introduction judged by how well it prepares the reader for the content
of the report –indicative content provided in the instructions.
This could include a
ief description and history of the organisation,
products/services of the organisation, industry it serves, major
changes in the organisation concerning direction, policy, culture, etc.
Vision, Mission,
Goals
10 The vision and mission are stated with clear supporting reasons for
adopting them. Goals are listed, an should be the same as those in
the one-year implementation plan.
Strategic options
and choice
20 In depth identification and analysis. An appropriate variety of
concepts, tools & techniques are used. The generic strategic options
and choice of the firm are explained. The choice is justified. This
justification is explained in terms of the strategic choice’s suitability,
feasibility, and acceptability. The reader gains an insight into what will
e done to create a competitive advantage.
Three-year
strategic outline
20 Key strategic areas are included with a clear indication of what is to be
achieved within the three-year time frame. It is explained how key
issues related to culture, leadership,