Free Excel Student Template October 20141 65116u
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Free Excel Student Template Dear Student,
By using this Template, you hereby agree to the Copyright and conditions. This Template should save you considerable time and allow for your presentation to be more professional. Do not mistake this Template for doing all of the work. Your assignment is to analyze and present strategies for the next three years. You will still need to do the research and enter key internal and external information into the Template. The Template does not gather or prioritize information. It does however assimilate information you enter in a professional way and does many calculations for you once that critical information is entered. Best of luck, with your project.
INSTRUCTIONS FOR TEMPLATE 1 Please read all Template instructions below carefully before you start each new section of this Template. Only type in the green boxes unless otherwise noted. Please read the Read ME tab at the bottom of Excel before you start.
INSTRUCTIONS FOR EXTERNAL AUDIT
1.
To perform an External Audit, enter ten opportunities and ten threats. For purposes of this Template, it is vital you have ten of each, no more, no less.
2.
After entering ten opportunities and ten threats, enter the weight you want to assign to each factor. Be sure to check the bottom of the "Enter Weight Below" column, to make sure your entire column sums is equal to 1.00
3.
After entering in the weights, then enter in a corresponding rating in the "Enter Rating Below" column. The coding scheme is provided below. 1 = "company's response to the external factor is poor" 2 = "company's response to the external factor is average" 3 = "company's response to the external factor is above average" 4 = "company's response to the external factor is superior"
Enter Ten Opportunities Below 1. 2. 3. 4. 5. 6. 7. 8. 9. 10.
Enter Ten Threats Below 1. 2. 3. 4. 5. 6. 7.
8. 9. 10.
Instructions for Competitive Profile Matrix (M)
1.
To perform the M, enter in twelve critical success factors. You may use some of the ones listed below if you like but try to use ones that are more pertinent to your company. For example, if your case is Delta Airlines, having a) on time arrival b) extra fees c) frequent flyer points, etc may be better choices than the canned ones below. For purposes of this Template, it is vital you have twelve factors no more, no less.
2.
After entering in twelve critical success factors, enter in the weight you want to assign each one. Be sure to check the bottom of the "Enter Weight Below" column, to make sure your sum weight is equal to 1.00
3.
After entering in your weights, type the name of your company and two other competitors in the corresponding boxes.
4.
After entering in the weights and identifying your company and two rival firms, then enter in a corresponding rating in the "Enter Rating Below" column for each organization. DO NOT ASSIGN THE COMPANIES THE SAME RATING, TAKE A STAND, MAKE A CHOICE. The coding scheme is provided below.
M Matrix Advertising Market Penetration Customer Service
Store Locations R&D Employee Dedication Financial Profit Customer Loyalty Market Share Product Quality Top Management Price Competitiveness
1 = "major weaknesses" 2 = "minor weaknesses" 3 = "minor strength" 4 = "major strength"
INSTRUCTIONS FOR INTERNAL AUDIT
1. To perform an Internal Audit, enter in ten strengths and ten weaknesses For purposes of this Template, it is vital you have ten of each, no more, no less. 2.
3.
After entering in ten strengths and ten weaknesses scroll down the page and enter in the weight you want to assign each one. Be sure to check the bottom of the "Enter Weight Below" column, to make sure your sum weight is equal to 1.00 After entering in the weights, then enter in a corresponding rating in the "Enter Rating Below" column. The coding scheme is provided below. Reminder weaknesses must be 1 or 2 and strengths must be 3 or 4 1 = "major weaknesses" 2 = "minor weaknesses" 3 = "minor strength" 4 = "major strength"
Enter Ten Strengths Below
1. 2. 3. 4. 5. 6. 7. 8. 9. 10.
Enter Ten Weaknesses Below
1. 2. 3. 4. 5. 6. 7. 8. 9.
10.
INSTRUCTIONS FOR COMPANY WORTH
1.
2.
To perform the company worth, enter in corresponding financial information you are prompted for in the boxes to the right and press enter. Everything is calculated automatically and posted into the matrix. Hints are provided below on where to find any particular information. If you wish to enter data for a competitor or a company you plan to acquire, scroll over. If acquiring a competitor, this value would constitute a large portion of your "amount needed" in the EPS/EBIT Analysis.
Stockholders' Equity - Can be found near bottom of Balance Sheet. It might be called total equity. Net Income - Can be found on the Income Statement. It might be called net earnings or net profits. Share Price - Can be found on Yahoo Finance. EPS - Can be found on Yahoo Finance. Shares Outstanding - www.money.msn.com.
INSTRUCTIONS FOR SWOT 1
Click on the SWOT Hyperlink to the right and add your SO,WO,ST, and WT Strategies.
INSTRUCTIONS FOR BCG and IE Matrix
1. The Template allows for a two, three, or a four division company. (If the company has more than 4 divisions, combine the divisions with the least amount of revenue and mention the adjustment to the class during your presentation.)
It is quite okay to do a BCG/IE for BOTH geographic and by product revenues/profits. To develop BCG and IE matrices, Step 1: enter in the corresponding profits you are prompted for in the boxes (for the corresponding divisions) below. Also, change the division name to match your case (The 2 division example is for domestic and international.) Pie slices are automatically calculated and labeled. In the example profits were 500 million and 800 million. Do not put a M or B to signal million or billion. If you can not find profit information, estimate this and explain to the class during your presentation. At a bare minimum, have the appropriately sized circles (even if you do not use pie slices). However, an educated profit estimation is more prudent if divisional profits are not reported. 2. After finishing Step 1, click on the BCG hyperlink to the right (Step 2, once there click on the pie slices. Here you can adjust the size of the circles (which represent revenues). Move the "pies" into the quadrant you desire. Don't worry about the "light green warning" when adjusting the pies. 3.
After finishing Step 2, click on the IE matrix link to the right. Then perform the same tasks you performed for the BCG. Also, be sure to type in your company name in the appropriate quadrant according to your IFE and EFE scores. These may be found on the EFE-IFE tab at the bottom of your Excel Spreadsheet. Don't worry about the "light green warning" when adjusting the pies.
Profits Revenues
INSTRUCTIONS FOR SPACE Matrix
1.
2.
Use five (and only five) factors for each Financial Position (FP), Stability Position (SP), Competitive Position (), and Industry Position (IP). Enter the five factors you wish to use each for FP, SP, , and IP and the corresponding rating each factor should receive. You may use the factors provided here, but try to determine key factors related to your company and industry in the same manner you did with the M. The calculations are done automatically and the rating scale is provided below
3.
Next click the SPACE Link to your right. There move the box to the plot location derived from step two. These numbers will be located to the left of the SPACE Matrix on the SPACE page. After moving the box to the corresponding area, then click the arrow portion of the vector and move it so the arrow goes though the box. Don't worry about the "light green warning" when adjusting the box and vector
FP and IP Positive 1 (worst) to Positive 7 (best) and SP Negative 1 (best) to Negative 7 (worst) Financial Position (FP) Return on Investment (ROI) Leverage Liquidity Working Capital Cash Flow Industry Position (IP) Growth Potential Financial Stability Ease of Entry into Market Resource Utilization Profit Potential
Competitive Position () Market Share Product Quality
Customer Loyalty Technological know-how Control over Suppliers and Distributors Stability Position (SP) Rate of Inflation Technological Changes Price Elasticity of Demand Competitive Pressure Barriers to Entry into Market
INSTRUCTIONS FOR GRAND Matrix
1.
Type your company in the appropriate quadrant to the right. Click in the remaining quadrants and press the space bar to avoid Excel placing a 0 in those respective quadrants. You may also enter a competitor into the other quadrants, or your firms divisions. Grand Strategy Matrix
INSTRUCTIONS FOR QSPM Matrix
1. To perform a QSPM, enter two strategies in the corresponding green boxes below. These two strategies should be derived from your BCG, IE, SPACE, GRAND, and SWOT. You will need to provide a recommendations section on your own with the expected cost after performing the QSPM. These recommendations and costs lead into the "amount needed" for the EPS/EBIT Analysis. You may have multiple recommendations, including both the ones used in the QSPM.
2. After entering in your strategies, then rate each strategy based on the strengths, weaknesses, opportunities, and threats (factors). Do not to rate each strategy the same for a particular strength, weakness, opportunity, or threat. (the exception is if you enter 0 you MUST enter 0 for the other. For example, if one strategy deserves a rating of 4 and the other factor has nothing to do with the strategy, just rate that factor a 1) 0 = Not applicable 1 = Not attractive 2 = Somewhat attractive 3 = Reasonably attractive 4 = Highly attractive Opportunities 1. 2. 3. 4. 5. 6. 7. 8. 9. 10.
0 0 0 0 0 0 0 0 0 0
Threats 1.
0
2. 3. 4. 5. 6. 7. 8. 9. 10.
0 0 0 0 0 0 0 0 0
Strengths 1.
0
2.
0
3.
0
4.
0
5.
0
6.
0
7.
0
8.
0
9.
0
10.
0
Weaknesses 1.
0
2.
0
3.
0
4.
0
5.
0
6.
0
7.
0
8.
0
9.
0
10.
0
INSTRUCTIONS FOR EPS - EBIT
1. To perform an EPS - EBIT Analysis, enter in the corresponding data in the light green boxes to your right. Everything else is calculated automatically. Including the EPS - EBIT Chart. The amount needed should be the total cost of your recommendations. If you notice little to no change over stock to debt financing on EPS, the total amount of your recommendations is likely too low. Unless of course, you are recommending defensive strategies were you are not acquiring substantial new capital.
EPS-EBIT Chart
Scroll down
INSTRUCTIONS FOR Financial Charts
1. Enter the data in the cells below. You need to use the same years for your company and competitor for the charts to be compared. If your company's year end is (for example) in July 2014, and the competitors is in December 2013. It is not the end of the world, just enter the most recent data and tell the class this when you present the charts. All data should be in millions. 2.
3.
Do not use the historical percent change method blindly for determining the respective proforma year. The respective proforma year information should be estimates based on the financial numbers from your recommendations. The template only performs proforma data for your company. Scan the financial charts (click the blue link below) and select graphs that reveal the most information. It is not expected nor a wise use of time to discuss every graph. Click Here to View Financial Graphs Warning, do not change the information below, it will make all your charts wrong! 0 Revenue Net Income Assets Liabilities Cash Goodwill + Intangibles Inventory Long Term Debt Stockholders' Equity Cost of Goods Sold Current Assets Current Liabilities s Receivable
0 Revenue Net Income Assets
Liabilities Cash Goodwill + Intangibles Inventory Long Term Debt Stockholders' Equity Cost of Goods Sold Current Assets Current Liabilities s Receivable
2
The ratios below are calculated for you automatically using the equations given (there are slightly different ways to calculate the same ratio.) You may cut and paste special this into your power point or you may use the graphs that are also generated for you automatically. If you are getting a number different from one published online for a ratio, it is likely the online version used a different equation for the ratios, rounding, a different year was used, or maybe you just entered the data wrong (typo). The answers the template generates are 100% accurate because they come straight from the data you entered off the financial statements. Just make sure you are using the same equations for your company and the competitor. For example. Debt/Equity can be calculated Total Debt/Equity or Total Liabilities/Equity. They are both correct and both called Debt/Equity but will generate quite different numbers. If you are going to compare your company to a competitor, make sure you are using the same equation for both (obviously, the Template accomplishes this for you).
Current Ratio Quick Ratio Long Term Debt to Equity Inventory Turnover Total Assets Turnover s Receivable Turnover Average Collection Period Gross Profit Margin Net Profit Margin Return on Total Assets (ROA) Return on Equity (ROE) Click Here To View Financial Ratio Graphs Current Ratio Quick Ratio Long Term Debt to Equity Inventory Turnover Total Assets Turnover
= = = = =
s Receivable Turnover Average Collection Period Gross Profit Margin Net Profit Margin Return on Total Assets (ROA) Return on Equity (ROE)
= = = = = =
Enter Weight Below
Enter Rating Below
EFE Matrix
Enter Weight Below
Enter Rating Below
0.00
Enter Weight Below
Enter Rating Below
Enter Rating Below
Your Company
Competitor
0.00
Enter Weight Below
Enter Rating Below
IFE Matrix
Enter Weight Below
Enter Rating Below
WT Strategies.
0.00
Stockholders' Equity
Net Income
Share Price
EPS
Company Worth
Shares Outstanding
Click Here to View SWOT
BCG Matrix
IE Matrix
2 Division Company
3 Division Company
Domestic
International
500
800
Men
Scroll over for 4 division company
Space Matrix
Ratings
Ratings
Quadrant 1
QSPM
Quadrant 2
Quadrant 3
Quadrant 4
Strategy One
Strategy Two
AS Ratings
AS Ratings
AS Ratings
AS Ratings
AS Ratings
AS Ratings
AS Ratings
AS Ratings
EBIT
Recession
Normal
Boom Combination Financing (decimal form)
Debt Financing Percent Amounted Needed
Interest Rate (decimal form)
Tax Rate (decimal form)
Current Shares Outstanding
Share Price
New Shares Outstanding
Stock Financing Percent
DO NOT ENTER DATA IN "NEW SHARES OUTSTANDING" BOX. THIS IS DONE FOR YOU. #DIV/0!
Your Company
Historical Year 1 2012
Historical Year 1 2012
Top Competitor
Historical Year 2 Historical Year 3 Proforma Year 1 2013
2014
Historical Year 2 Historical Year 3 2013
2014
2015
Proforma Year 2
Proforma Year 3
2016
2017
0 2012 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
2013 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
2014 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Current Assets / Current Liabilities (Current Assets - Inventory) / Current Liabilities Long Term Debt / Equity Sales / Inventory Sales / Total Assets
2015 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
2016 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
2017 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Sales / s Receivable s Receivable / (Sales/365) (Sales - Cost of Goods Sold) / Sales Net Income / Sales Net Income / Total Assets Net Income / Stockholders Equity
Enter Rating Below
Competitor
Top competitor or who you wish to acquire.
Stockholders' Equity
Net Income
Share Price
EPS
Shares Outstanding
3 Division Company Women
4 Division Compa Children
North America
South America
nancing (decimal form)
Must Equal 1.0
0.0
DATA IN "NEW SHARES . THIS IS DONE FOR YOU.
2012 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
0 2013 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
2014 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
4 Division Company Asia
Europe
This sheet is protected Competitive Profile Matrix (M)
Critical Success Factors
Your Competitor Competitor Company Weight Rating Score Rating Score Rating Score
Advertising Market Penetration Customer Service Store Locations R&D Employee Dedication Financial Profit Customer Loyalty Market Share Product Quality Top Management Price Competitiveness
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Totals
0.00
0 0 0 0 0 0 0 0 0 0 0 0
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00
0 0 0 0 0 0 0 0 0 0 0 0
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00
0 0 0 0 0 0 0 0 0 0 0 0
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00
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Do not enter any data on this page. If data is missing here, recheck the "START" page.. This page is not protected so be careful.
If your text is not showing highlight it (be careful not to click), use the text wrap option under the "home" Tab on Excel 2007. You ma
1. 2. 3. 4. 5. 6. 7. 8. 9. 10.
1. 2. 3. 4.
External Factor Evaluation Matrix (EFE) Opportunities 0 0 0 0 0 0 0 0 0 0
Weight Rating Weighted Score 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00
Threats 0 0 0
Weight Rating Weighted Score 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00
0
0.00
0
0.00
5. 0 6. 0
0.00
0
0.00
0.00
0
0.00
0.00 0.00 0.00 0.00 0.00
0 0 0 0
0.00 0.00 0.00 0.00 0.00
7. 8. 9. 10.
1. 2. 3. 4. 5.
0 0 0 0 TOTALS
Internal Factor Evaluation Matrix (IFE) Strengths 0 0 0 0 0
Weight Rating Weighted Score 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00
6. 7. 8. 9. 10.
1. 2. 3. 4. 5. 6. 7. 8. 9. 10.
0 0 0 0
0.00 0.00 0.00 0.00
0 0 0 0
0.00 0.00 0.00 0.00
0
0.00
0
0.00
Weaknesses 0 0 0 0 0 0 0 0 0 0 TOTALS
Weight Rating Weighted Score 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0.00
r the "home" Tab on Excel 2007. You may have to click it three times. Then expand the rows with your mouse if needed.
Return to Start
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e if needed.
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Company Worth Analysis Stockholders' Equity Net Income x 5 (Share Price/EPS) x Net Income Number of Shares Outstanding x Share Price
$0 $0 #DIV/0! $0
Method Average
#DIV/0!
Competitor Information Below
Company Worth Analysis Stockholders' Equity Net Income x 5 (Share Price/EPS) x Net Income Number of Shares Outstanding x Share Price
$0 $0 #DIV/0! $0
Method Average
#DIV/0!
Scroll down for 3 and 4 division BCG
Don't worry about the axis spacing here. This will look perfect in Word and PowerPoint.
High+20
Industry Sales Growth Medium 0 Rate (Percentage)
Relative Market Share Position High Medium 1.0 .50 Star
Cash Cow
Low
-20
High+20
Industry Sales Growth Medium 0 Rate (Percentage)
Relative Market Share Position High Medium 1.0 .50 Star
Cash Cow
Low
-20
High+20
Industry Sales Growth
Medium 0
Relative Market Share Position High Medium 1.0 .50 Star
Cash Cow
Rate (Percentage)
Low
-20
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own for 3 and 4 division BCG
here. This will look perfect in Word and PowerPoint.
lative Market Share Position
International International Domestic
Dog
800 500
lative Market Share Position Medium L .50 Question Mark
Men Profit Remaning Profits
Women Profit Remaning Profits Dog Children Profit Remaning Profits
lative Market Share Position Medium L .50 Question Mark
North America Profit Remaning Profits
South America Profit Remaning Profits Dog
Asia Profit Remaning Profits
Europe Profit Remaning Profits
s sheet is not protected so be careful>
venue/Profit Table to Inset Into Your Project>
0 0
0 0
0 0
0 0
0 0
0 0
0 0
scroll down for 3 and 4 division I
Look to the Right of Each Matrix for Previously Entered Se
Don't worry about axis spacing here. This will look perfect in Word and PowerPoint.
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The Total IFE Weighted Scores Strong Average Weak 4.0 to 3.0 2.99 to 2.0 1.99 to 1.0 I II 4.0
High
3.0
IV
V
VII
VIII
The EFE Total Medium Weighted Scores
2.0
Low
1.0
The Total IFE Weighted Scores Strong Average Weak 4.0 to 3.0 2.99 to 2.0 1.99 to 1.0 I II 4.0
High
3.0
IV
V
VII
VIII
The EFE Total Medium Weighted Scores
2.0
Low
1.0
The Total IFE Weighted Scores Strong Average Weak
4.0
4.0 to 3.0 2.99 to 2.0 1.99 to 1.0 I II
High
3.0
IV
V
VII
VIII
The EFE Total Medium Weighted Scores
2.0
Low
1.0
scroll down for 3 and 4 division IE
t of Each Matrix for Previously Entered Segment Data
look perfect in Word and PowerPoint.
hted Scores
Weak 2.0 1.99 to 1.0 III
Adjust Circles Manually.
Domestic Revenues Profits
VI
IX
0 500
hted Scores
Weak 2.0 1.99 to 1.0 III
Adjust Circles Manually
Revenues Profits
VI
IX
hted Scores
Weak
Men 0 0
2.0 1.99 to 1.0 III
Adjust Circles Manually
Revenues Profits
VI
IX
North America 0 0
International 0 800
Women 0 0
Children 0 0
South America 0 0
Asia 0 0
Europe 0 0
IF they are Blank Click The Link Below. This page is not protected, so you can really mess Move the Arrow and the box with your mouse. FP
Conservative
Aggressive
7 6 5 4 3 2 1
7
6
5
4
3
2
1
1
2
3
4
1 2 3 4 5 6 7
Defensive
Internal Analysis: Financial Position (FP) Return on Investment (ROI) Leverage Liquidity Working Capital Cash Flow Financial Position (FP) Average
SP
0 0 0 0 0 0.0
Competitive
External Analysis: Stability Position (SP) Rate of Inflation Technological Changes Price Elasticity of Demand Competitive Pressure Barriers to Entry into Market Stability Position (SP) Average
5
Internal Analysis: Competitive Position () Market Share Product Quality Customer Loyalty Technological know-how Control over Suppliers and Distributors
0 0 0 0 0
Competitive Position () Average
0.0
External Analysis: Industry Position (IP) Growth Potential Financial Stability Ease of Entry into Market Resource Utilization Profit Potential Industry Position (IP) Average
protected, so you can really mess up the info in the red boxes. This page must be left unprotected so you can move the vector and box.
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Aggressive
6
7
IP
ompetitive
d
rket Average
0 0 0 0 0 0.0
X-axis Y-axis
0.0 0.0
0 0 0 0 0 0.0
can move the vector and box.
This page is protected.
Rapid Market Growth Quadrant II
Quadrant I
0 0
Weak Competitive Position
0 0
Quadrant III
Quadrant IV Slow Market Growth
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Quadrant I
0
Strong Competitive Position
Quadrant IV
If your text is not showing highlight it (be careful not to click), use the text wrap option under the "home" Tab on Excel 200
This page is not protected, so be careful.
Click here to Retur
0 1. 2. 3. 4.
Opportunities 0 0 0 0
5. 0 6. 0 7. 8. 9. 10.
0 0 0 0 Threats
1. 2. 3. 4. 5. 6. 7. 8. 9. 10.
0 0 0 0 0 0 0 0 0 0
0
Weight 0.00 0.00 0.00 0.00 0.00
AS 0 0 0 0 0
TAS 0.00 0.00 0.00 0.00 0.00
AS 0 0 0 0 0
TAS 0.00 0.00 0.00 0.00 0.00
0.00
0
0.00
0
0.00
0.00 0.00 0.00 0.00
0 0 0 0
0.00 0.00 0.00 0.00
0 0 0 0
0.00 0.00 0.00 0.00
Weight 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
AS 0 0 0 0 0 0 0 0 0 0
TAS 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
AS 0 0 0 0 0 0 0 0 0 0
TAS 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
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0 Strengths 1. 0 2. 0 3. 0
Weight 0.00 0.00 0.00
AS 0 0 0
0 TAS 0.00 0.00 0.00
AS 0 0 0
TAS 0.00 0.00 0.00
4. 5. 6. 7. 8. 9. 10.
0 0 0 0 0 0 0
1. 2. 3. 4. 5. 6. 7. 8. 9. 10.
Weaknesses 0 0 0 0 0 0 0 0 0 0
TOTALS
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0 0 0 0 0 0 0
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0 0 0 0 0 0 0
0.00 0.00 0.00 0.00 0.00 0.00 0.00
Weight 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
AS 0 0 0 0 0 0 0 0 0 0
TAS 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
AS 0 0 0 0 0 0 0 0 0 0
TAS 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00
0.00
der the "home" Tab on Excel 2007. You may have to click it three times. Then expand the rows with your mouse if needed.
Click here to Return to Start
Add your information below. SO Strategies 1 2 3 4 ST Strategies 1 2 3 4 WO Strategies 1 2 3 4 WT Strategies 1 2 3 4
Click Here to Return to Start Page
This page
This page is protected.
EBIT Interest EBT Taxes EAT # Shares EPS
Common Stock Financing Recession Normal Boom $0 $0 $0 0 0 0 0 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
EBIT Interest EBT Taxes EAT # Shares EPS
0 Percent Stock Normal $0 0 0 0 0 #DIV/0! #DIV/0!
Recession $0 0 0 0 0 #DIV/0! #DIV/0!
Boom $0 0 0 0 0 #DIV/0! #DIV/0!
Recession $0 0 0 0 0 0 #DIV/0!
Debt Financing Normal $0 0 0 0 0 0 #DIV/0!
0 Percent Stock Recession Normal $0 $0 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Boom $0 0 0 0 0 0 #DIV/0!
Boom $0 0 0 0 0 #DIV/0! #DIV/0!
Click here to Return to Start
EPS-EBIT Graph 12.00 10.00 8.00 6.00 4.00 2.00 0.00 $0
$0 Common Stock Financing
$0 Debt Financing
Revenue (in millions) $12 $10 $8 $6 $4 $2 $0
2012
2013
2014
2015
Row 363
Row 383
2016
2017
Net Income (in millions)
Net
$12
$12
$10
$10
$8
$8
$6
$6
$4
$4
$2
$2
$0
2012
2013
2014
2015
Row 364
Row 384
2016
2017
$0 2012
Assets (in millions)
A
$12
$12
$10
$10
$8
$8
$6
$6
$4
$4
$2
$2
$0
2012
2013
2014
2015
Row 365
Row 385
2016
2013
2017
$0 2012
2013
$2 $0
$2 2012
2013
2014
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Row 365
Row 385
2016
2017
Liabilities (in millions) $12 $10 $8 $6 $4 $2 $0
2012
2013
2014
2015
Row 366
Row 386
2016
2017
Cash (in millions) $12 $10 $8 $6 $4 $2 $0
2012
2013
2014
2015
Row 367
Row 387
2016
2017
Goodwill + Intangibles (in millions) $12 $10 $8 $6 $4 $2 $0
2012
2013
2014 0
2015 0
2016
2017
$0 2012
2013
$4 $2 $0
2012
2013
2014
2015
0
2016
2017
0
Inventory (in millions) $12 $10 $8 $6 $4 $2 $0
2012
2013
2014 0
2015
2016
2017
Row 389
Long Term Debt (in millions) $12 $10 $8 $6 $4 $2 $0
2012
2013
2014 0
2015
2016
2017
Row 390
Stockholders' equity (in millions) $12 $10 $8 $6 $4 $2 $0
2012
2013
2014 0
2015 Row 391
2016
2017
$6 $4 $2 $0
2012
2013
2014 0
2015
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Row 391
Cost of Goods Sold (in millions) $12 $10 $8 $6 $4 $2 $0
2012
2013
2014 0
2015
2016
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Row 392
Current Assets (in millions) $12 $10 $8 $6 $4 $2 $0
2012
2013
2014 0
2015
2016
2017
Row 393
Current Liabilities (in millions) $12 $10 $8 $6 $4 $2 $0
2012
2013
2014 0
2015 Row 394
2016
2017
$8 $6 $4 $2 $0
2012
2013
2014 0
2015
2016
2017
Row 394
s Receivable (in millions) $12 $10 $8 $6 $4 $2 $0
2012
2013
2014 0
2015 Row 395
2016
2017
Revenue (in millions) $12 $10
Click Here to Return to Start
$8 $6 $4 $2 $0 2012
2013
2014 Row 363
2015
2016
2017
Row 383
Net Income (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014
2015
Row 364
Row 384
2016
2017
Assets (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014
2015
Row 365
Row 385
2016
2017
$2 $0 2012
2013
2014
2015
Row 365
Row 385
2016
2017
Liabilities (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014
2015
Row 366
2016
2017
2016
2017
Row 386
Cash (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014
2015
Row 367
Row 387
Goodwill + Intangibles (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014
2015 0
0
2016
2017
$6 $4 $2 $0 2012
2013
2014
2015 0
2016
2017
0
Inventory (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014 0
2015
2016
2017
Row 389
Long Term Debt (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014 0
2015
2016
2017
Row 390
Stockholders' equity (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014 0
2015 Row 391
2016
2017
$6 $4 $2 $0 2012
2013
2014 0
2015
2016
2017
Row 391
Cost of Goods Sold (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014 0
2015
2016
2017
Row 392
Current Assets (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014 0
2015
2016
2017
Row 393
Current Liabilities (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014
2015
2016
2017
$8 $6 $4 $2 $0 2012
2013
2014 0
2015
2016
2017
Row 394
s Receivable (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014 0
2015 Row 395
2016
2017
Click Here to Return to Start Page
Current Ratio 12.0 10.0 8.0 6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
2016
2017
0
Long Term Debt to Equity Ratio 12.0 10.0 8.0 6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
2016
2017
0
Total Assets Turnover Ratio 12.0 10.0 8.0 6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
0
2016
2017
6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
2016
2017
0
Average Collection Period Ratio 12.0 10.0 8.0 6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
2016
2017
0
Net Profit Margin Ratio 12.0 10.0 8.0 6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
ROE 12.0 10.0 8.0 6.0 4.0 2.0
0
2016
2017
12.0 10.0 8.0 6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
0
2016
2017
Click here to Return to Start Page
Quick Ratio 12.0 10.0 8.0 6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
2016
2017
0
Inventory Turnover Ratio 12.0 10.0 8.0 6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
2016
2017
0
s Receivable Turnover Ratio 12.0 10.0 8.0 6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
0
2016
2017
6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
2016
2017
0
Gross Profit Margin Ratio 12.0 10.0 8.0 6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
2016
2017
2016
2017
0
ROA 12.0 10.0 8.0 6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
0
By using this Template, you hereby agree to the Copyright and conditions. This Template should save you considerable time and allow for your presentation to be more professional. Do not mistake this Template for doing all of the work. Your assignment is to analyze and present strategies for the next three years. You will still need to do the research and enter key internal and external information into the Template. The Template does not gather or prioritize information. It does however assimilate information you enter in a professional way and does many calculations for you once that critical information is entered. Best of luck, with your project.
INSTRUCTIONS FOR TEMPLATE 1 Please read all Template instructions below carefully before you start each new section of this Template. Only type in the green boxes unless otherwise noted. Please read the Read ME tab at the bottom of Excel before you start.
INSTRUCTIONS FOR EXTERNAL AUDIT
To perform an External Audit, enter ten opportunities and ten threats. For purposes of this Template, it is vital you have ten of each, no more, no less.
2.
After entering ten opportunities and ten threats, enter the weight you want to assign to each factor. Be sure to check the bottom of the "Enter Weight Below" column, to make sure your entire column sums is equal to 1.00
3.
After entering in the weights, then enter in a corresponding rating in the "Enter Rating Below" column. The coding scheme is provided below. 1 = "company's response to the external factor is poor" 2 = "company's response to the external factor is average" 3 = "company's response to the external factor is above average" 4 = "company's response to the external factor is superior"
Enter Ten Opportunities Below 1. 2. 3. 4. 5. 6. 7. 8. 9. 10.
Enter Ten Threats Below 1. 2. 3. 4. 5. 6. 7.
8. 9. 10.
Instructions for Competitive Profile Matrix (M)
To perform the M, enter in twelve critical success factors. You may use some of the ones listed below if you like but try to use ones that are more pertinent to your company. For example, if your case is Delta Airlines, having a) on time arrival b) extra fees c) frequent flyer points, etc may be better choices than the canned ones below. For purposes of this Template, it is vital you have twelve factors no more, no less.
2.
After entering in twelve critical success factors, enter in the weight you want to assign each one. Be sure to check the bottom of the "Enter Weight Below" column, to make sure your sum weight is equal to 1.00
3.
After entering in your weights, type the name of your company and two other competitors in the corresponding boxes.
4.
After entering in the weights and identifying your company and two rival firms, then enter in a corresponding rating in the "Enter Rating Below" column for each organization. DO NOT ASSIGN THE COMPANIES THE SAME RATING, TAKE A STAND, MAKE A CHOICE. The coding scheme is provided below.
M Matrix Advertising Market Penetration Customer Service
Store Locations R&D Employee Dedication Financial Profit Customer Loyalty Market Share Product Quality Top Management Price Competitiveness
1 = "major weaknesses" 2 = "minor weaknesses" 3 = "minor strength" 4 = "major strength"
INSTRUCTIONS FOR INTERNAL AUDIT
3.
After entering in ten strengths and ten weaknesses scroll down the page and enter in the weight you want to assign each one. Be sure to check the bottom of the "Enter Weight Below" column, to make sure your sum weight is equal to 1.00 After entering in the weights, then enter in a corresponding rating in the "Enter Rating Below" column. The coding scheme is provided below. Reminder weaknesses must be 1 or 2 and strengths must be 3 or 4 1 = "major weaknesses" 2 = "minor weaknesses" 3 = "minor strength" 4 = "major strength"
Enter Ten Strengths Below
1. 2. 3. 4. 5. 6. 7. 8. 9. 10.
Enter Ten Weaknesses Below
1. 2. 3. 4. 5. 6. 7. 8. 9.
10.
INSTRUCTIONS FOR COMPANY WORTH
2.
To perform the company worth, enter in corresponding financial information you are prompted for in the boxes to the right and press enter. Everything is calculated automatically and posted into the matrix. Hints are provided below on where to find any particular information. If you wish to enter data for a competitor or a company you plan to acquire, scroll over. If acquiring a competitor, this value would constitute a large portion of your "amount needed" in the EPS/EBIT Analysis.
Stockholders' Equity - Can be found near bottom of Balance Sheet. It might be called total equity. Net Income - Can be found on the Income Statement. It might be called net earnings or net profits. Share Price - Can be found on Yahoo Finance. EPS - Can be found on Yahoo Finance. Shares Outstanding - www.money.msn.com.
INSTRUCTIONS FOR SWOT 1
Click on the SWOT Hyperlink to the right and add your SO,WO,ST, and WT Strategies.
INSTRUCTIONS FOR BCG and IE Matrix
After finishing Step 2, click on the IE matrix link to the right. Then perform the same tasks you performed for the BCG. Also, be sure to type in your company name in the appropriate quadrant according to your IFE and EFE scores. These may be found on the EFE-IFE tab at the bottom of your Excel Spreadsheet. Don't worry about the "light green warning" when adjusting the pies.
Profits Revenues
INSTRUCTIONS FOR SPACE Matrix
1.
2.
Use five (and only five) factors for each Financial Position (FP), Stability Position (SP), Competitive Position (), and Industry Position (IP). Enter the five factors you wish to use each for FP, SP, , and IP and the corresponding rating each factor should receive. You may use the factors provided here, but try to determine key factors related to your company and industry in the same manner you did with the M. The calculations are done automatically and the rating scale is provided below
3.
Next click the SPACE Link to your right. There move the box to the plot location derived from step two. These numbers will be located to the left of the SPACE Matrix on the SPACE page. After moving the box to the corresponding area, then click the arrow portion of the vector and move it so the arrow goes though the box. Don't worry about the "light green warning" when adjusting the box and vector
FP and IP Positive 1 (worst) to Positive 7 (best) and SP Negative 1 (best) to Negative 7 (worst) Financial Position (FP) Return on Investment (ROI) Leverage Liquidity Working Capital Cash Flow Industry Position (IP) Growth Potential Financial Stability Ease of Entry into Market Resource Utilization Profit Potential
Competitive Position () Market Share Product Quality
Customer Loyalty Technological know-how Control over Suppliers and Distributors Stability Position (SP) Rate of Inflation Technological Changes Price Elasticity of Demand Competitive Pressure Barriers to Entry into Market
INSTRUCTIONS FOR GRAND Matrix
Type your company in the appropriate quadrant to the right. Click in the remaining quadrants and press the space bar to avoid Excel placing a 0 in those respective quadrants. You may also enter a competitor into the other quadrants, or your firms divisions. Grand Strategy Matrix
INSTRUCTIONS FOR QSPM Matrix
2. After entering in your strategies, then rate each strategy based on the strengths, weaknesses, opportunities, and threats (factors). Do not to rate each strategy the same for a particular strength, weakness, opportunity, or threat. (the exception is if you enter 0 you MUST enter 0 for the other. For example, if one strategy deserves a rating of 4 and the other factor has nothing to do with the strategy, just rate that factor a 1) 0 = Not applicable 1 = Not attractive 2 = Somewhat attractive 3 = Reasonably attractive 4 = Highly attractive Opportunities 1. 2. 3. 4. 5. 6. 7. 8. 9. 10.
0 0 0 0 0 0 0 0 0 0
Threats 1.
0
2. 3. 4. 5. 6. 7. 8. 9. 10.
0 0 0 0 0 0 0 0 0
Strengths 1.
0
2.
0
3.
0
4.
0
5.
0
6.
0
7.
0
8.
0
9.
0
10.
0
Weaknesses 1.
0
2.
0
3.
0
4.
0
5.
0
6.
0
7.
0
8.
0
9.
0
10.
0
INSTRUCTIONS FOR EPS - EBIT
EPS-EBIT Chart
Scroll down
INSTRUCTIONS FOR Financial Charts
3.
Do not use the historical percent change method blindly for determining the respective proforma year. The respective proforma year information should be estimates based on the financial numbers from your recommendations. The template only performs proforma data for your company. Scan the financial charts (click the blue link below) and select graphs that reveal the most information. It is not expected nor a wise use of time to discuss every graph. Click Here to View Financial Graphs Warning, do not change the information below, it will make all your charts wrong! 0 Revenue Net Income Assets Liabilities Cash Goodwill + Intangibles Inventory Long Term Debt Stockholders' Equity Cost of Goods Sold Current Assets Current Liabilities s Receivable
0 Revenue Net Income Assets
Liabilities Cash Goodwill + Intangibles Inventory Long Term Debt Stockholders' Equity Cost of Goods Sold Current Assets Current Liabilities s Receivable
2
The ratios below are calculated for you automatically using the equations given (there are slightly different ways to calculate the same ratio.) You may cut and paste special this into your power point or you may use the graphs that are also generated for you automatically. If you are getting a number different from one published online for a ratio, it is likely the online version used a different equation for the ratios, rounding, a different year was used, or maybe you just entered the data wrong (typo). The answers the template generates are 100% accurate because they come straight from the data you entered off the financial statements. Just make sure you are using the same equations for your company and the competitor. For example. Debt/Equity can be calculated Total Debt/Equity or Total Liabilities/Equity. They are both correct and both called Debt/Equity but will generate quite different numbers. If you are going to compare your company to a competitor, make sure you are using the same equation for both (obviously, the Template accomplishes this for you).
Current Ratio Quick Ratio Long Term Debt to Equity Inventory Turnover Total Assets Turnover s Receivable Turnover Average Collection Period Gross Profit Margin Net Profit Margin Return on Total Assets (ROA) Return on Equity (ROE) Click Here To View Financial Ratio Graphs Current Ratio Quick Ratio Long Term Debt to Equity Inventory Turnover Total Assets Turnover
= = = = =
s Receivable Turnover Average Collection Period Gross Profit Margin Net Profit Margin Return on Total Assets (ROA) Return on Equity (ROE)
= = = = = =
Enter Weight Below
Enter Rating Below
EFE Matrix
Enter Weight Below
Enter Rating Below
0.00
Enter Weight Below
Enter Rating Below
Enter Rating Below
Your Company
Competitor
0.00
Enter Weight Below
Enter Rating Below
IFE Matrix
Enter Weight Below
Enter Rating Below
WT Strategies.
0.00
Stockholders' Equity
Net Income
Share Price
EPS
Company Worth
Shares Outstanding
Click Here to View SWOT
BCG Matrix
IE Matrix
2 Division Company
3 Division Company
Domestic
International
500
800
Men
Scroll over for 4 division company
Space Matrix
Ratings
Ratings
Quadrant 1
QSPM
Quadrant 2
Quadrant 3
Quadrant 4
Strategy One
Strategy Two
AS Ratings
AS Ratings
AS Ratings
AS Ratings
AS Ratings
AS Ratings
AS Ratings
AS Ratings
EBIT
Recession
Normal
Boom Combination Financing (decimal form)
Debt Financing Percent Amounted Needed
Interest Rate (decimal form)
Tax Rate (decimal form)
Current Shares Outstanding
Share Price
New Shares Outstanding
Stock Financing Percent
DO NOT ENTER DATA IN "NEW SHARES OUTSTANDING" BOX. THIS IS DONE FOR YOU. #DIV/0!
Your Company
Historical Year 1 2012
Historical Year 1 2012
Top Competitor
Historical Year 2 Historical Year 3 Proforma Year 1 2013
2014
Historical Year 2 Historical Year 3 2013
2014
2015
Proforma Year 2
Proforma Year 3
2016
2017
0 2012 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
2013 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
2014 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Current Assets / Current Liabilities (Current Assets - Inventory) / Current Liabilities Long Term Debt / Equity Sales / Inventory Sales / Total Assets
2015 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
2016 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
2017 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Sales / s Receivable s Receivable / (Sales/365) (Sales - Cost of Goods Sold) / Sales Net Income / Sales Net Income / Total Assets Net Income / Stockholders Equity
Enter Rating Below
Competitor
Top competitor or who you wish to acquire.
Stockholders' Equity
Net Income
Share Price
EPS
Shares Outstanding
3 Division Company Women
4 Division Compa Children
North America
South America
nancing (decimal form)
Must Equal 1.0
0.0
DATA IN "NEW SHARES . THIS IS DONE FOR YOU.
2012 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
0 2013 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
2014 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
4 Division Company Asia
Europe
This sheet is protected Competitive Profile Matrix (M)
Critical Success Factors
Your Competitor Competitor Company Weight Rating Score Rating Score Rating Score
Advertising Market Penetration Customer Service Store Locations R&D Employee Dedication Financial Profit Customer Loyalty Market Share Product Quality Top Management Price Competitiveness
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
Totals
0.00
0 0 0 0 0 0 0 0 0 0 0 0
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00
0 0 0 0 0 0 0 0 0 0 0 0
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00
0 0 0 0 0 0 0 0 0 0 0 0
0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00
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Do not enter any data on this page. If data is missing here, recheck the "START" page.. This page is not protected so be careful.
If your text is not showing highlight it (be careful not to click), use the text wrap option under the "home" Tab on Excel 2007. You ma
1. 2. 3. 4. 5. 6. 7. 8. 9. 10.
1. 2. 3. 4.
External Factor Evaluation Matrix (EFE) Opportunities 0 0 0 0 0 0 0 0 0 0
Weight Rating Weighted Score 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00
Threats 0 0 0
Weight Rating Weighted Score 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00
0
0.00
0
0.00
5. 0 6. 0
0.00
0
0.00
0.00
0
0.00
0.00 0.00 0.00 0.00 0.00
0 0 0 0
0.00 0.00 0.00 0.00 0.00
7. 8. 9. 10.
1. 2. 3. 4. 5.
0 0 0 0 TOTALS
Internal Factor Evaluation Matrix (IFE) Strengths 0 0 0 0 0
Weight Rating Weighted Score 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00
6. 7. 8. 9. 10.
1. 2. 3. 4. 5. 6. 7. 8. 9. 10.
0 0 0 0
0.00 0.00 0.00 0.00
0 0 0 0
0.00 0.00 0.00 0.00
0
0.00
0
0.00
Weaknesses 0 0 0 0 0 0 0 0 0 0 TOTALS
Weight Rating Weighted Score 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0 0.00 0.00 0.00
r the "home" Tab on Excel 2007. You may have to click it three times. Then expand the rows with your mouse if needed.
Return to Start
Return to Start
e if needed.
This sheet is protected Return to Start
Company Worth Analysis Stockholders' Equity Net Income x 5 (Share Price/EPS) x Net Income Number of Shares Outstanding x Share Price
$0 $0 #DIV/0! $0
Method Average
#DIV/0!
Competitor Information Below
Company Worth Analysis Stockholders' Equity Net Income x 5 (Share Price/EPS) x Net Income Number of Shares Outstanding x Share Price
$0 $0 #DIV/0! $0
Method Average
#DIV/0!
Scroll down for 3 and 4 division BCG
Don't worry about the axis spacing here. This will look perfect in Word and PowerPoint.
High+20
Industry Sales Growth Medium 0 Rate (Percentage)
Relative Market Share Position High Medium 1.0 .50 Star
Cash Cow
Low
-20
High+20
Industry Sales Growth Medium 0 Rate (Percentage)
Relative Market Share Position High Medium 1.0 .50 Star
Cash Cow
Low
-20
High+20
Industry Sales Growth
Medium 0
Relative Market Share Position High Medium 1.0 .50 Star
Cash Cow
Rate (Percentage)
Low
-20
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own for 3 and 4 division BCG
here. This will look perfect in Word and PowerPoint.
lative Market Share Position
International International Domestic
Dog
800 500
lative Market Share Position Medium L .50 Question Mark
Men Profit Remaning Profits
Women Profit Remaning Profits Dog Children Profit Remaning Profits
lative Market Share Position Medium L .50 Question Mark
North America Profit Remaning Profits
South America Profit Remaning Profits Dog
Asia Profit Remaning Profits
Europe Profit Remaning Profits
s sheet is not protected so be careful>
venue/Profit Table to Inset Into Your Project>
0 0
0 0
0 0
0 0
0 0
0 0
0 0
scroll down for 3 and 4 division I
Look to the Right of Each Matrix for Previously Entered Se
Don't worry about axis spacing here. This will look perfect in Word and PowerPoint.
The Total IFE Weighted Scores Strong Average Weak 4.0 to 3.0 2.99 to 2.0 1.99 to 1.0 I II 4.0
High
3.0
IV
V
VII
VIII
The EFE Total Medium Weighted Scores
2.0
Low
1.0
The Total IFE Weighted Scores Strong Average Weak 4.0 to 3.0 2.99 to 2.0 1.99 to 1.0 I II 4.0
High
3.0
IV
V
VII
VIII
The EFE Total Medium Weighted Scores
2.0
Low
1.0
The Total IFE Weighted Scores Strong Average Weak
4.0
4.0 to 3.0 2.99 to 2.0 1.99 to 1.0 I II
High
3.0
IV
V
VII
VIII
The EFE Total Medium Weighted Scores
2.0
Low
1.0
scroll down for 3 and 4 division IE
t of Each Matrix for Previously Entered Segment Data
look perfect in Word and PowerPoint.
hted Scores
Weak 2.0 1.99 to 1.0 III
Adjust Circles Manually.
Domestic Revenues Profits
VI
IX
0 500
hted Scores
Weak 2.0 1.99 to 1.0 III
Adjust Circles Manually
Revenues Profits
VI
IX
hted Scores
Weak
Men 0 0
2.0 1.99 to 1.0 III
Adjust Circles Manually
Revenues Profits
VI
IX
North America 0 0
International 0 800
Women 0 0
Children 0 0
South America 0 0
Asia 0 0
Europe 0 0
Conservative
Aggressive
7 6 5 4 3 2 1
7
6
5
4
3
2
1
1
2
3
4
1 2 3 4 5 6 7
Defensive
Internal Analysis: Financial Position (FP) Return on Investment (ROI) Leverage Liquidity Working Capital Cash Flow Financial Position (FP) Average
SP
0 0 0 0 0 0.0
Competitive
External Analysis: Stability Position (SP) Rate of Inflation Technological Changes Price Elasticity of Demand Competitive Pressure Barriers to Entry into Market Stability Position (SP) Average
5
Internal Analysis: Competitive Position () Market Share Product Quality Customer Loyalty Technological know-how Control over Suppliers and Distributors
0 0 0 0 0
Competitive Position () Average
0.0
External Analysis: Industry Position (IP) Growth Potential Financial Stability Ease of Entry into Market Resource Utilization Profit Potential Industry Position (IP) Average
protected, so you can really mess up the info in the red boxes. This page must be left unprotected so you can move the vector and box.
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Aggressive
6
7
IP
ompetitive
d
rket Average
0 0 0 0 0 0.0
X-axis Y-axis
0.0 0.0
0 0 0 0 0 0.0
can move the vector and box.
This page is protected.
Rapid Market Growth Quadrant II
Quadrant I
0 0
Weak Competitive Position
0 0
Quadrant III
Quadrant IV Slow Market Growth
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Quadrant I
0
Strong Competitive Position
Quadrant IV
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0 1. 2. 3. 4.
Opportunities 0 0 0 0
5. 0 6. 0 7. 8. 9. 10.
0 0 0 0 Threats
1. 2. 3. 4. 5. 6. 7. 8. 9. 10.
0 0 0 0 0 0 0 0 0 0
0
Weight 0.00 0.00 0.00 0.00 0.00
AS 0 0 0 0 0
TAS 0.00 0.00 0.00 0.00 0.00
AS 0 0 0 0 0
TAS 0.00 0.00 0.00 0.00 0.00
0.00
0
0.00
0
0.00
0.00 0.00 0.00 0.00
0 0 0 0
0.00 0.00 0.00 0.00
0 0 0 0
0.00 0.00 0.00 0.00
Weight 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
AS 0 0 0 0 0 0 0 0 0 0
TAS 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
AS 0 0 0 0 0 0 0 0 0 0
TAS 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
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0 Strengths 1. 0 2. 0 3. 0
Weight 0.00 0.00 0.00
AS 0 0 0
0 TAS 0.00 0.00 0.00
AS 0 0 0
TAS 0.00 0.00 0.00
4. 5. 6. 7. 8. 9. 10.
0 0 0 0 0 0 0
1. 2. 3. 4. 5. 6. 7. 8. 9. 10.
Weaknesses 0 0 0 0 0 0 0 0 0 0
TOTALS
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0 0 0 0 0 0 0
0.00 0.00 0.00 0.00 0.00 0.00 0.00
0 0 0 0 0 0 0
0.00 0.00 0.00 0.00 0.00 0.00 0.00
Weight 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
AS 0 0 0 0 0 0 0 0 0 0
TAS 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
AS 0 0 0 0 0 0 0 0 0 0
TAS 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00 0.00
0.00
0.00
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Add your information below. SO Strategies 1 2 3 4 ST Strategies 1 2 3 4 WO Strategies 1 2 3 4 WT Strategies 1 2 3 4
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EBIT Interest EBT Taxes EAT # Shares EPS
Common Stock Financing Recession Normal Boom $0 $0 $0 0 0 0 0 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!
EBIT Interest EBT Taxes EAT # Shares EPS
0 Percent Stock Normal $0 0 0 0 0 #DIV/0! #DIV/0!
Recession $0 0 0 0 0 #DIV/0! #DIV/0!
Boom $0 0 0 0 0 #DIV/0! #DIV/0!
Recession $0 0 0 0 0 0 #DIV/0!
Debt Financing Normal $0 0 0 0 0 0 #DIV/0!
0 Percent Stock Recession Normal $0 $0 0 0 0 0 0 0 0 0 #DIV/0! #DIV/0! #DIV/0! #DIV/0!
Boom $0 0 0 0 0 0 #DIV/0!
Boom $0 0 0 0 0 #DIV/0! #DIV/0!
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EPS-EBIT Graph 12.00 10.00 8.00 6.00 4.00 2.00 0.00 $0
$0 Common Stock Financing
$0 Debt Financing
Revenue (in millions) $12 $10 $8 $6 $4 $2 $0
2012
2013
2014
2015
Row 363
Row 383
2016
2017
Net Income (in millions)
Net
$12
$12
$10
$10
$8
$8
$6
$6
$4
$4
$2
$2
$0
2012
2013
2014
2015
Row 364
Row 384
2016
2017
$0 2012
Assets (in millions)
A
$12
$12
$10
$10
$8
$8
$6
$6
$4
$4
$2
$2
$0
2012
2013
2014
2015
Row 365
Row 385
2016
2013
2017
$0 2012
2013
$2 $0
$2 2012
2013
2014
2015
Row 365
Row 385
2016
2017
Liabilities (in millions) $12 $10 $8 $6 $4 $2 $0
2012
2013
2014
2015
Row 366
Row 386
2016
2017
Cash (in millions) $12 $10 $8 $6 $4 $2 $0
2012
2013
2014
2015
Row 367
Row 387
2016
2017
Goodwill + Intangibles (in millions) $12 $10 $8 $6 $4 $2 $0
2012
2013
2014 0
2015 0
2016
2017
$0 2012
2013
$4 $2 $0
2012
2013
2014
2015
0
2016
2017
0
Inventory (in millions) $12 $10 $8 $6 $4 $2 $0
2012
2013
2014 0
2015
2016
2017
Row 389
Long Term Debt (in millions) $12 $10 $8 $6 $4 $2 $0
2012
2013
2014 0
2015
2016
2017
Row 390
Stockholders' equity (in millions) $12 $10 $8 $6 $4 $2 $0
2012
2013
2014 0
2015 Row 391
2016
2017
$6 $4 $2 $0
2012
2013
2014 0
2015
2016
2017
Row 391
Cost of Goods Sold (in millions) $12 $10 $8 $6 $4 $2 $0
2012
2013
2014 0
2015
2016
2017
Row 392
Current Assets (in millions) $12 $10 $8 $6 $4 $2 $0
2012
2013
2014 0
2015
2016
2017
Row 393
Current Liabilities (in millions) $12 $10 $8 $6 $4 $2 $0
2012
2013
2014 0
2015 Row 394
2016
2017
$8 $6 $4 $2 $0
2012
2013
2014 0
2015
2016
2017
Row 394
s Receivable (in millions) $12 $10 $8 $6 $4 $2 $0
2012
2013
2014 0
2015 Row 395
2016
2017
Revenue (in millions) $12 $10
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$8 $6 $4 $2 $0 2012
2013
2014 Row 363
2015
2016
2017
Row 383
Net Income (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014
2015
Row 364
Row 384
2016
2017
Assets (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014
2015
Row 365
Row 385
2016
2017
$2 $0 2012
2013
2014
2015
Row 365
Row 385
2016
2017
Liabilities (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014
2015
Row 366
2016
2017
2016
2017
Row 386
Cash (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014
2015
Row 367
Row 387
Goodwill + Intangibles (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014
2015 0
0
2016
2017
$6 $4 $2 $0 2012
2013
2014
2015 0
2016
2017
0
Inventory (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014 0
2015
2016
2017
Row 389
Long Term Debt (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014 0
2015
2016
2017
Row 390
Stockholders' equity (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014 0
2015 Row 391
2016
2017
$6 $4 $2 $0 2012
2013
2014 0
2015
2016
2017
Row 391
Cost of Goods Sold (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014 0
2015
2016
2017
Row 392
Current Assets (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014 0
2015
2016
2017
Row 393
Current Liabilities (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014
2015
2016
2017
$8 $6 $4 $2 $0 2012
2013
2014 0
2015
2016
2017
Row 394
s Receivable (in millions) $12 $10 $8 $6 $4 $2 $0 2012
2013
2014 0
2015 Row 395
2016
2017
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Current Ratio 12.0 10.0 8.0 6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
2016
2017
0
Long Term Debt to Equity Ratio 12.0 10.0 8.0 6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
2016
2017
0
Total Assets Turnover Ratio 12.0 10.0 8.0 6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
0
2016
2017
6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
2016
2017
0
Average Collection Period Ratio 12.0 10.0 8.0 6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
2016
2017
0
Net Profit Margin Ratio 12.0 10.0 8.0 6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
ROE 12.0 10.0 8.0 6.0 4.0 2.0
0
2016
2017
12.0 10.0 8.0 6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
0
2016
2017
Click here to Return to Start Page
Quick Ratio 12.0 10.0 8.0 6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
2016
2017
0
Inventory Turnover Ratio 12.0 10.0 8.0 6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
2016
2017
0
s Receivable Turnover Ratio 12.0 10.0 8.0 6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
0
2016
2017
6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
2016
2017
0
Gross Profit Margin Ratio 12.0 10.0 8.0 6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
2016
2017
2016
2017
0
ROA 12.0 10.0 8.0 6.0 4.0 2.0 0.0 2012
2013
2014
2015 0
0
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