This project has been structured to provide you with an opportunity to see how the concepts covered during classroom discussion relate first-hand to a particular company. The learning outcome for this project is for students to apply business ethics and management principles to the various forms of business organizations. This project will also allow students to gain an increased understanding of how the major course concepts are applied in business.
You are a consulting company hired by a group of investors (i.e. the members of your class) who have a considerable amount of money to invest. Assume this investor group is interested in investing in the company you are researching. You have been hired to fully research the company and make a recommendation to the investor group as to whether or not they should invest their funds in the researched company.
You will want to name your firm. Your task is to undertake a comprehensive analysis of your assigned company and provide a buy/sell recommendation to a major institutional investor. Your cover letter will be addressed to this institutional investor.
Your grade on the project will be based on these criteria:
Scope of the Report
Your report is to describe concisely the following elements of the corporation’s business:
Include brief history, specific products/services produced and other key statistics you see as relevant to the overview.
Key statistics might include things such as previous year’s sales figures, number of operations, number of employees, industry ranking, etc.
Complete a thorough assessment of the company’s current situation using a SWOT analysis. In addition to identifying opportunities and threats in the external environment, examine trends, competitive forces and other factors which could have a significant impact on the future direction of the company. For example, consider the impact of technological change, government legislation, globalization, and major ethical issues.
Identify and discuss critical issues your company is now facing. Examples of critical issues are: a shortage of skilled workers, a major ethical issue facing the company, introduction of costly new government regulation, erosion of brand relevance, declining sales/profits, inability to penetrate foreign markets. Identify the issues unique to your company.
Conclude the situation assessment with a discussion of the major implications for the company in terms of future strategy. Discuss how the company is addressing the critical issues identified above.
What are the vision, mission and value statements for your company? Evaluate the vision statement against the following criteria:
Is it directional? Has management clearly described what it wants the company to look like in the future? Is it specific enough to provide managers with guidance in making decisions and allocating resources?
Is it engaging? Or is it bland and uninspiring?
Is it easy to communicate?
Is the company actually living up to its vision? Why or why not?
Describe the company’s key long term objectives for the next 3-5 years. These objectives might relate to increasing sales, profits, return on investment, stock price, number of locations, international expansion, social responsibility, employee development and other areas. Focus on specific outcomes the company has identified that it would like to achieve.
Discuss how the company intends to achieve (strategies) the above long term objectives. For example, if one of the company’s objectives over the next three years is to grow sales by 10% per year, what are the strategies to achieve this (e.g., product development, international expansion, increasing the number of outlets, adopting a new advertising strategy, joint venture with another firm etc.)?
Assess the company’s strategies. Is it likely they will achieve the stated objectives and move the company towards achieving its vision?
Discuss your conclusions with respect to the outlook for the company. What is your forecast in terms of the company’s growth and financial performance for the next three years? Discuss your forecast in terms of future revenues, net profit and stock price.
Describe the forecast of at least two market analysts for your company. How does their forecast compare to yours?
Based on your research provide your recommendation to the institutional investor. Fully explain your recommendation. Your recommendation must be justified by the FACTS provided in the report. Your conclusion is the culmination of your research and therefore should be based on ALL aspects of your report.
This project MUST be on a real company that already exist!
(Please follow the “Written Project Examples 1, 2, 3 & 4.” I have uploaded these examples under the additional materials upload. These are just examples that my instructor has provided from previous students who have done this project.