Template Instructions

1. Read all instructions on the Template for detailed advice and tips.
2. Never type in a red area unless otherwise noted. Save frequent backup copies of this
Template in case you do this by mistake.
3. If you have a problem viewing any of your text on a long sentence, select the problem
cell and use the text wrap feature. It can be found under the home tab on Excel 2007.
You may have to click wrap text twice (just a bug in Excel).
4. To get your matrices and charts into Excel or Power Point, highlight them and then copy
and paste special into Word or Power Point. If you dont use paste special then it will not
work properly.
5. Paste special will give you several options, be sure to use the MS Excel Worksheet
Object Option. You must also check paste or paste link
6. The advantages of using the paste link option are as you change the data in Excel it will
change in your Word or Power Point file provide both are open. This is a nice feature as
if you decide to change some data, you dont have to paste special everything back over
into Power Point or Word.
7. The advantage of just using paste option is your file is not linked to Excel. If
something where to happen with Excel or MS Office wants to be temperamental on the
day of your presentation, and you had checked the paste link option, then your data will
not show on Word or Power Point.
8. You may also use a program called Jing, found at http://www.techsmith.com/jing.html
to copy the matrices and save as jpeg files for later entry into Power Point. The program
is free.
Template Instructions

1. Read all instructions on the Template for detailed advice and tips.
2. Never type in a red area unless otherwise noted. Save frequent backup copies of this
Template in case you do this by mistake.
3. If you have a problem viewing any of your text on a long sentence, select the problem
cell and use the text wrap feature. It can be found under the home tab on Excel 2007.
You may have to click wrap text twice (just a bug in Excel).
4. To get your matrices and charts into Excel or Power Point, highlight them and then copy
and paste special into Word or Power Point. If you dont use paste special then it will not
work properly.
5. Paste special will give you several options, be sure to use the MS Excel Worksheet
Object Option. You must also check paste or paste link
6. The advantages of using the paste link option are as you change the data in Excel it will
change in your Word or Power Point file provide both are open. This is a nice feature as
if you decide to change some data, you dont have to paste special everything back over
into Power Point or Word.
7. The advantage of just using paste option is your file is not linked to Excel. If
something where to happen with Excel or MS Office wants to be temperamental on the
day of your presentation, and you had checked the paste link option, then your data will
not show on Word or Power Point.
8. You may also use a program called Jing, found at http://www.techsmith.com/jing.html
to copy the matrices and save as jpeg files for later entry into Power Point. The program
is free.
Free Excel Student Template
Dear Student,
By using this Template, you hereby agree to the Copyright terms 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
<ONLY ENTER DATA IN THE LIGHT GREEN BOXES>
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 (CPM)
<ONLY ENTER DATA IN THE LIGHT GREEN BOXES>
1.
To perform the CPM, 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.
CPM 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
<ONLY ENTER DATA IN THE LIGHT GREEN BOXES>
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.
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
3.
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
<ONLY ENTER DATA IN THE LIGHT GREEN BOXES>
1.
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.
2.
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
INSTRUCTIONS FOR BCG and IE Matrix
<ONLY ENTER DATA IN THE LIGHT GREEN BOXES>
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.) <You will have to read the Annual Report to find this
information> 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.
Click on the SWOT Hyperlink to the right and add your SO,WO,ST, and WT Strategies.
Profits
INSTRUCTIONS FOR SPACE Matrix
<ONLY ENTER DATA IN THE LIGHT GREEN BOXES>
1.
Use five (and only five) factors for each Financial Position (FP), Stability
Position (SP), Competitive Position (CP), and Industry Position (IP).
2.
Enter the five factors you wish to use each for FP, SP, CP, 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 CPM. 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)
CP 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 (CP)
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
<ONLY ENTER DATA IN THE LIGHT GREEN BOXES>
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.
Grand Strategy Matrix
INSTRUCTIONS FOR QSPM Matrix
<ONLY ENTER DATA IN THE LIGHT GREEN BOXES>
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.
0
2.
0
3.
0
4.
0
5.
0
6.
0
7.
0
8.
0
9.
0
10.
0
Threats
1.
0
2.
0
3.
0
4.
0
5.
0
6.
0
7.
0
8.
0
9.
0
10.
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
<ONLY ENTER DATA IN THE LIGHT GREEN BOXES>
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
<ONLY ENTER DATA IN THE LIGHT GREEN BOXES>
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 2009, and the competitors is in December
2008. 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.
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.
3.
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!
Inventory
Cash
Liabilities
Apple
Revenue
Net Income
Assets
Goodwill + Intangibles
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
Long Term Debt
Stockholders' Equity
Cost of Goods Sold
Current Assets
Current Liabilities
Net Income
Assets
Liabilities
Cash
Stockholders' Equity
Cost of Goods Sold
Current Assets
Current Liabilities
Accounts Receivable
Goodwill + Intangibles
Inventory
IBM
Revenue
Long Term Debt
Accounts Receivable
Quick Ratio
Long Term Debt to Equity
Inventory Turnover
Total Assets Turnover
Accounts 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 =
Accounts 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 Rating
Below
Enter Rating
Below
Enter Weight
Below Your Company Competitor
0.00
Enter Weight
Below
Enter Rating
Below
IFE Matrix
Enter Weight
Below
Enter Rating
Below
0.00
Stockholders'
Equity
Net Income
Share Price EPS
Shares
Outstanding
Company Worth
BCG Matrix
IE Matrix
2 Division Company 3 Division Company
Click on the SWOT Hyperlink to the right and add your SO,WO,ST, and WT Strategies. Click Here to View SWOT
Domestic International Men
500 800 20
Ratings
1
1
1
1
1
Scroll over for 4 division company
Space Matrix
2
2
2
2
2
Ratings
-1
-1
-1
-1
-1
-7
-6
-5
-2
-2
Quadrant 1 Quadrant 2 Quadrant 3 Quadrant 4
QSPM
Strategy One Strategy Two
AS Ratings AS Ratings
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
1 2
AS Ratings AS Ratings
3 4
3 4
3 4
3 4
3 4
3 4
3 4
3 4
3 4
3 4
AS Ratings AS Ratings
3 2
3 2
3 2
3 2
3 2
3 2
3 2
3 2
3 2
3 2
AS Ratings AS Ratings
0 0
3 0
3 0
0 2
0 2
0 2
0 2
0 2
0 2
2 2
Recession Normal Boom
$2,000 $2,001 $4,000
Debt Financing
Percent
Stock Financing
Percent
Amounted Needed
Interest Rate
(decimal form)
0.80 0.20
$500 0.05
Tax Rate (decimal
form)
Current Shares
Outstanding
0.30 500
Share Price
New Shares
Outstanding
$65.00 508
EBIT
Combination Financing (decimal form)
DO NOT ENTER DATA IN "NEW SHARES
OUTSTANDING" BOX. THIS IS DONE FOR
YOU.
Your Company Top Competitor
Apple IBM
Historical Year 1 Historical Year 2 Historical Year 3 Proforma Year 1 Proforma Year 2 Proforma Year 3
1990 1991 1992 1993 1994 1995
$1 $1 $1 $1 $1 $1
$2 $2 $2 $2 $2 $2
$3 $3 $3 $3 $3 $3
$4 $4 $4 $4 $4 $4
$5 $5 $5 $5 $5 $5
$6 $6 $6 $6 $6 $6
$7 $7 $7 $7 $7 $7
$8 $8 $8 $8 $8 $8
$9 $9 $9 $9 $9 $9
$11 $11 $11 $11 $11 $11
$22 $22 $22 $22 $22 $22
$33 $33 $33 $33 $33 $33
$44 $44 $44 $44 $44 $44
Historical Year 1 Historical Year 2 Historical Year 3
1990 1991 1992
$2 $2 $2
$3 $3 $3
$4 $4 $4
$5 $5 $5
$6 $6 $6
$7 $7 $7
$8 $8 $8
$9 $9 $9
$11 $11 $11
$22 $22 $22
$33 $33 $33
$44 $44 $44
$55 $55 $55
1990 1991 1992 1993 1994 1995
0.7 0.7 0.7 0.7 0.7 0.7
Apple
0.5 0.5 0.5 0.5 0.5 0.5
0.9 0.9 0.9 0.9 0.9 0.9
0.1 0.1 0.1 0.1 0.1 0.1
0.3 0.3 0.3 0.3 0.3 0.3
0.0 0.0 0.0 0.0 0.0 0.0
16060.0 16060.0 16060.0 16060.0 16060.0 16060.0
-10.0 -10.0 -10.0 -10.0 -10.0 -10.0
2.0 2.0 2.0 2.0 2.0 2.0
0.7 0.7 0.7 0.7 0.7 0.7
0.2 0.2 0.2 0.2 0.2 0.2
Net Income / Stockholders Equity
Sales / Total Assets
Sales / Accounts Receivable
Accounts Receivable / (Sales/365)
(Sales - Cost of Goods Sold) / Sales
Net Income / Sales
Net Income / Total Assets
Current Assets / Current Liabilities
(Current Assets - Inventory) / Current Liabilities
Long Term Debt / Equity
Sales / Inventory
Enter Rating
Below
Competitor
Stockholders'
Equity
Net Income
Share Price EPS
Shares
Outstanding
Top competitor or who you wish to acquire.
4 Division Company 3 Division Company
Women Children North America South America
70 10 5 5
Must Equal 1.0
1.0
Combination Financing (decimal form)
DO NOT ENTER DATA IN "NEW SHARES
OUTSTANDING" BOX. THIS IS DONE FOR
YOU.
1990 1991 1992
0.8 0.8 0.8
IBM
0.6 0.6 0.6
0.8 0.8 0.8
0.3 0.3 0.3
0.5 0.5 0.5
0.0 0.0 0.0
10037.5 10037.5 10037.5
-10.0 -10.0 -10.0
1.5 1.5 1.5
0.8 0.8 0.8
0.3 0.3 0.3
4 Division Company
Asia Europe
40 70
Weight Rating Score Rating Score Rating Score
0.00 0 0.00 0 0.00 0 0.00
0.00 0 0.00 0 0.00 0 0.00
0.00 0 0.00 0 0.00 0 0.00
0.00 0 0.00 0 0.00 0 0.00
0.00 0 0.00 0 0.00 0 0.00
0.00 0 0.00 0 0.00 0 0.00
0.00 0 0.00 0 0.00 0 0.00
0.00 0 0.00 0 0.00 0 0.00
0.00 0 0.00 0 0.00 0 0.00
0.00 0 0.00 0 0.00 0 0.00
0.00 0 0.00 0 0.00 0 0.00
0.00 0 0.00 0 0.00 0 0.00
0.00 0.00 0.00 0.00
Financial Profit
Advertising
Market Penetration
Customer Service
Store Locations
R&D
Totals
Price Competitiveness
This sheet is protected
Customer Loyalty
Market Share
Product Quality
Top Management
Critical Success Factors
Your
Company
Competitive Profile Matrix (CPM)
Competitor Competitor
Employee Dedication

Return to Start

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.
External Factor Evaluation Matrix (EFE)
Opportunities
Weight Rating Weighted Score
1. 0 0.00 0 0.00
2. 0 0.00 0 0.00
3. 0 0.00 0 0.00
4. 0 0.00 0 0.00
5. 0 0.00 0 0.00
6. 0 0.00 0 0.00
7. 0 0.00 0 0.00
8. 0 0.00 0 0.00
9. 0 0.00 0 0.00
10. 0 0.00 0 0.00
Threats
Weight Rating Weighted Score
1. 0 0.00 0 0.00
2. 0 0.00 0 0.00
3. 0 0.00 0 0.00
4.
0 0.00 0 0.00
5. 0 0.00 0 0.00
6.
0 0.00 0 0.00
7. 0 0.00 0 0.00
8. 0 0.00 0 0.00
9. 0 0.00 0 0.00
10. 0 0.00 0 0.00
TOTALS 0.00 0.00
Internal Factor Evaluation Matrix (IFE)
Strengths Weight Rating Weighted Score
1. 0 0.00 0 0.00
2. 0 0.00 0 0.00
3. 0 0.00 0 0.00
4. 0 0.00 0 0.00
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 may have to click it three times. Then expand the rows with your mouse if needed.
5. 0 0.00 0 0.00
6. 0 0.00 0 0.00
7. 0 0.00 0 0.00
8. 0 0.00 0 0.00
9. 0 0.00 0 0.00
10.
0 0.00 0 0.00
Weaknesses Weight Rating Weighted Score
1. 0 0.00 0 0.00
2. 0 0.00 0 0.00
3. 0 0.00 0 0.00
4. 0 0.00 0 0.00
5. 0 0.00 0 0.00
6. 0 0.00 0 0.00
7. 0 0.00 0 0.00
8. 0 0.00 0 0.00
9. 0 0.00 0 0.00
10. 0 0.00 0 0.00
TOTALS 0.00 0.00
Return to Start
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 may have to click it three times. Then expand the rows with your mouse if needed.
Return to Start
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 may have to click it three times. Then expand the rows with your mouse if needed.
High +20 Star
Industry
Sales
Growth Medium 0 Cash Cow
Rate
(Percentage)
Low -20
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 Medium Low
1.0 .50 0.0
Relative Market Share Position
800
500
High +20 Star
Industry
Sales
Growth Medium 0 Cash Cow
Rate
(Percentage)
Low -20
High +20 Star
High Medium Low
1.0 .50 0.0
Relative Market Share Position
High Medium Low
1.0 .50 0.0
Relative Market Share Position
Industry
Sales
Growth Medium 0 Cash Cow
Rate
(Percentage)
Low -20
Return to START
Question Mark
Profits
Domestic
Domestic 500
International 800
International
International 800
Domestic 500
Dog
<Don't type in the red boxes below, this sheet is not protected so be careful>
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 Medium Low
1.0 .50 0.0
Relative Market Share Position
Question Mark

Men
Profit
Remaning Profits
Women
Profit
Remaning Profits
Dog
Children
Profit
Remaning Profits
Question Mark

North America
Profit
Remaning Profits
South America
High Medium Low
1.0 .50 0.0
Relative Market Share Position
High Medium Low
1.0 .50 0.0
Relative Market Share Position
Profit
Remaning Profits
Dog
Asia
Profit
Remaning Profits
Europe
Profit
Remaning Profits
<Don't type in the red boxes below, this sheet is not protected so be careful>
20
80
70
30
10
90
5
115
5
115
40
80
70
50
Return to START
4.0 I II III
High
3.0 IV V VI
The
EFE
Total Medium
Weighted
Scores
2.0 VII VIII IX
Low
1.0
4.0 I II III
High
scroll down for 3 and 4 division IE
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Strong Average Weak
4.0 to 3.0 2.99 to 2.0 1.99 to 1.0
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Strong Average Weak
4.0 to 3.0 2.99 to 2.0 1.99 to 1.0
The Total IFE Weighted Scores
The Total IFE Weighted Scores
3.0 IV V VI
The
EFE
Total Medium
Weighted
Scores
2.0 VII VIII IX
Low
1.0
4.0 I II III
High
3.0 IV V VI
The
EFE
Total Medium
Weighted
Scores
2.0 VII VIII IX
Low
The Total IFE Weighted Scores
Strong Average Weak
4.0 to 3.0 2.99 to 2.0 1.99 to 1.0
1.0
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7
6
5
4
3
2
1
-7 -6 -5 -4 -3 -2 -1 1 2 3 4 5
-1
-2
-3
-4
-5
-6
-7
Internal Analysis: External Analysis:
Financial Position (FP) Stability Position (SP)
1
1
1
1
1
Financial Position (FP) Average 1.0 Stability Position (SP) Average
Internal Analysis: External Analysis:
Competitive Position (CP) Industry Position (IP)
-1
Rate of Inflation
Technological Changes
Price Elasticity of Demand
Competitive Pressure
Barriers to Entry into Market
Growth Potential Market Share
Return on Investment (ROI)
Leverage
Liquidity
Working Capital
Cash Flow
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CP
Defensive
Aggressive Conservative
FP
Competitive
SP
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X-axis 1.0
Y-axis -3.4
6 7
-7
-6
-5
-2
-2
Stability Position (SP) Average -4.4
2
Return to Start
Rate of Inflation
Technological Changes
Price Elasticity of Demand
Competitive Pressure
IP
Barriers to Entry into Market
Growth Potential
Aggressive
Competitive
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0
0
0
Rapid Market Growth
Quadrant II Quadrant I
0
Slow Market Growth
Weak
Competitive
Position
Quadrant III Quadrant IV
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Quadrant I
0
Strong
Competitive
Position
Quadrant IV
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Opportunities
Weight AS TAS AS
TAS
1. 0 0.00 1 0.00 2 0.00
2. 0 0.00 1 0.00 2 0.00
3. 0 0.00 1 0.00 2 0.00
4. 0
0.00 1 0.00 2 0.00
5. 0 0.00 1 0.00 2 0.00
6. 0
0.00 1 0.00 2 0.00
7. 0 0.00 1 0.00 2 0.00
8. 0 0.00 1 0.00 2 0.00
9. 0 0.00 1 0.00 2 0.00
10. 0 0.00 1 0.00 2 0.00
Threats
Weight AS TAS AS
TAS
1. 0 0.00 3 0.00 4 0.00
2. 0 0.00 3 0.00 4 0.00
3. 0 0.00 3 0.00 4 0.00
4. 0 0.00 3 0.00 4 0.00
5. 0 0.00 3 0.00 4 0.00
6. 0 0.00 3 0.00 4 0.00
7. 0 0.00 3 0.00 4 0.00
8. 0 0.00 3 0.00 4 0.00
9. 0 0.00 3 0.00 4 0.00
10. 0 0.00 3 0.00 4 0.00
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Strengths
Weight AS TAS AS
TAS
1. 0 0.00 3 0.00 2 0.00
2. 0 0.00 3 0.00 2 0.00
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0 0
0 0
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3. 0 0.00 3 0.00 2 0.00
4. 0 0.00 3 0.00 2 0.00
5. 0 0.00 3 0.00 2 0.00
6. 0 0.00 3 0.00 2 0.00
7. 0 0.00 3 0.00 2 0.00
8. 0 0.00 3 0.00 2 0.00
9. 0 0.00 3 0.00 2 0.00
10. 0 0.00 3 0.00 2 0.00
Weaknesses Weight AS TAS AS TAS
1. 0 0.00 0 0.00 0 0.00
2. 0 0.00 3 0.00 0 0.00
3. 0 0.00 3 0.00 0 0.00
4. 0 0.00 0 0.00 2 0.00
5. 0 0.00 0 0.00 2 0.00
6. 0 0.00 0 0.00 2 0.00
7. 0 0.00 0 0.00 2 0.00
8. 0 0.00 0 0.00 2 0.00
9. 0 0.00 0 0.00 2 0.00
10. 0 0.00 2 0.00 2 0.00
TOTALS 0.00 0.00
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SO Strategies
ST Strategies
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WO Strategies
WT Strategies
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SO Strategies
ST Strategies
WO Strategies
WT Strategies