Fortune 500 Each Individual Will Be Assigned A Fortune 500 C

Fortune 500each Individual Will Be Assigned A Fortune500 Company To A

Fortune 500: Each individual will be assigned a Fortune 500 company to analyze for the course. For this company, you will conduct a sequence of assignments looking at annual reports that will lead you toward completing your analysis. The first assignment is for you to conduct an external assessment. Create a spreadsheet that lists each of the areas from the PEST and from 5 Forces. In the second column, select a word that you think might be an issue for your firm in each of these areas. Conduct a word search in the most current annual report to see how often each is mentioned. Your results go into column 3. In column 4, place an “O” if you think this is an opportunity for the firm and/or a “T” if it is a threat. Due on Blackboard before 2pm on 07Apr and presented in class. The second assignment is for you to take the consolidated income statement and de-consolidate it using the detail provided in the annual report. You will create a spreadsheet with between 30-50 line items for each of the most current 3-year period in chronological order. In a final column, compare each line item to total revenue in the most current year. Due on Blackboard before 2pm on 28Apr and presented in class. In the final assignment, you will create a 6-panel PowerPoint to be turned in on a single page and submitted to Blackboard. In addition, you will also create a 3-minute video presentation that will be submitted on Blackboard and presented in class. Using information from your Fortune 500 company, create each of the following panels: 1) Risk Analysis (word count for 8 words x last 3 annual reports and/or compared with other firm) 2) Income Statement (12 line items by 3 years: 5 max from consolidated, 2S & 2W) 3) Comparative Common Size (same but as percentage of revenue and alongside comparative firm) 4) Board Analysis (spreadsheet by member by important characteristics w/summary) 5) TOWS (TO from 1 only, SW from 2-4 only) 6) Memo Each of the first five slides are created in Excel and must have a 1-3 word title followed by a 1-sentence sub-title. The sub-title should represent the most important story to be found on that particular slide. This story should also be supported using cell, row, or column formatting to draw particular attention to these cells. The final slide is created in Word in the form of a corporate memo. The body of this memo is exactly taken from the sub-titles of slides 1-5. Finally, there is a recommendation in the memo that follows from the body of the memo.

Paper For Above instruction

The analysis of a Fortune 500 company through various strategic assessment tools provides critical insights into its external environment, financial health, governance, and strategic positioning. This comprehensive evaluation supports informed decision-making and strategic planning for the firm.

External Environment Analysis

The initial step involves conducting an external assessment using Porter’s Five Forces and the PEST analysis. Porter’s Five Forces examines competitive rivalry, threat of new entrants, bargaining power of suppliers, bargaining power of buyers, and the threat of substitute products or services. For example, in the technology sector, the threat of new entrants and supplier power are often significant issues. Meanwhile, PEST analysis evaluates Political, Economic, Social, and Technological factors affecting the company’s operating landscape. For instance, regulatory changes or technological advancements can serve as major opportunities or threats.

Creating a spreadsheet to organize these factors involves listing each area of the PEST and Five Forces, selecting a relevant issue word for each, researching its frequency of mention in annual reports, and categorizing each as an opportunity or threat. This process reveals which external factors are most prominent and how the firm perceives them—whether as strategic opportunities to leverage or threats to mitigate.

Financial De-consolidation

The next step involves dissecting the company’s consolidated income statement to understand its detailed financial performance over the last three years. By creating a spreadsheet with 30 to 50 line items per year, the analysis highlights the company’s core revenue streams, costs, and expenses. Comparing each line item to the total revenue elucidates the proportion of each expense category and profit component, offering deeper financial insight.

Strategic and Governance Analysis

Further, creating a six-panel PowerPoint presentation synthesizes insights about risk, income statements, and governance. The risk analysis panel summarizes key risks identified over the past three years using an eight-word phrase repeatedly in annual reports, emphasizing major challenges or opportunities. The income statement panel presents key line items across three years, highlighting trends and notable changes. The comparative common size panel visualizes each line as a percentage of revenue, assisting in benchmarking against a peer company.

The board analysis involves evaluating board members based on characteristics such as experience, independence, diversity, and expertise, summarized in a spreadsheet. The TOWS matrix then combines strengths, weaknesses, opportunities, and threats derived from previous analyses, facilitating strategic planning.

Corporate Communication

Finally, a memo consolidates the key findings from the previous analyses, providing a strategic overview and recommendations. Each section of the memo reflects the core stories from the slides, supported by formatting and emphasis. The memo culminates with strategic recommendations to address risks, capitalize on opportunities, and strengthen governance.

Conclusion

This integrated approach to strategic analysis enables a comprehensive understanding of the Fortune 500 company’s internal and external environments, guiding informed decision-making to enhance competitive advantage.

References

• Barney, J. B. (1991). Firm resources and sustained competitive advantage. Journal of Management, 17(1), 99-120.
• Porter, M. E. (1980). Competitive Strategy: Techniques for Analyzing Industries and Competitors. Free Press.
• Grant, R. M. (2019). Contemporary Strategy Analysis. Wiley.
• Gutting, J., & Nelson, E. (2020). Strategic Management in Practice. Routledge.
• Hill, C. W. L., & Jones, G. R. (2012). Strategic Management: An Integrated Approach. Cengage Learning.
• Essentials of Financial Analysis, 7th Edition. (2017). K. K. Jain & S. S. Chatterjee. Sage Publications.
• Shenkar, O., & starbuck, W. H. (2012). Research Methods for Studying Strategies and Strategic Management. Journal of Management, 38(1), 281-312.
• Barney, J., & Hesterly, W. (2015). Strategic Management and Competitive Advantage: Concepts and Cases. Pearson.
• Strategic Management Journal. (2020). Special Issue on External Environment Analysis.
• McKinsey & Company. (2021). The Future of Corporate Governance: Trends and Recommendations.