Complete an Internal Factor Analysis Summary (IFAS) table using the guidelines and instructions in the following documents: Internal Factor Analysis Summary Guidelines (DOCX) Download Inte
- Create a written overview of your company's culture. Is it positive or negative, does it align with the organization's objectives, strategies, and policies? Explain your company's marketing goals. Are they clearly stated, consistent with their mission and vision statement, and follow the organizational goals?
- Complete an Internal Factor Analysis Summary (IFAS) table using the guidelines and instructions in the following documents:
- Review the following guidelines for the SEC Form 10-K Report and complete the blank 10-K template. This will allow you to gain a better understanding of your strategic audit company's financial position.
Review the Strategic Audit Report Guidelines page for additional details on this course project.
Submit Your Results
- Part 1 of your assignment should be one full page in length.
- Parts 2 and 3 of your assignment should consist of the completed worksheet and template.
- All pages should be double-spaced, with sources cited and referenced using current APA formatting where appropriate.
You should have a total of one full written page and the completed worksheets upon completion of all parts. Compile all pages of your document to submit to this assignment.
Save your assignment using a naming convention that includes your first and last name and the activity number (or description). Do not add punctuation or special characters.
You are submitting your paper as a draft to Turnitin so that you can check the originality report, but the paper will not be stored in the Turnitin repository at this time.
INTERNAL FACTOR ANALYSIS SUMMARY (IFAS) – Microsoft Corporation Page 2 of 4
|
FACTORS |
WEIGHT |
RATING |
WGTD SCORE |
COMMENTS |
|
|
STRENGHTS |
|||||
|
S1 |
Windows and Windows Live |
.15 |
4.5 |
.675 |
Windows & Windows Live Division offerings consist of the Windows 7 and Windows 8 operating system, software and services through Windows Live, and PC hardware products. Windows operating system has been bedrock of Microsoft corporations, and has consistently fended off and serious competition from the industry and has been clear leader for personal computing sector (Jones, 2018). |
|
S2 |
Enterprise Server and Tools |
.15 |
5 |
.75 |
Enterprise Server and Tools product and service offerings include Windows Server, Windows Azure, Microsoft SQL Server, Windows Embedded device platforms, and Enterprise Services. Enterprise Services comprise Premier product support services and Microsoft Consulting Services. And like Windows operating system for personal computing, Microsoft has dominated enterprise computing via its Windows server and SQL server platforms (Bloom, 2018). |
|
S3 |
Gaming and Entertainment (Xbox and Xbox live) |
.10 |
4.5 |
.45 |
Microsoft's gaming and entertainment offerings include the Xbox 360 entertainment platform, including Kinect for Xbox 360. Microsoft also offers Xbox LIVE service, which enables online gaming, social networking, and access to a wide range of video, gaming, and entertainment content. Kinect in particular has provided Microsoft much needed edge over its competitors in the gaming sector (Microsoft, 2018). |
|
S4 |
Diverse and global talent |
.05 |
4.5 |
.225 |
Success of any company is highly dependent on their ability to attract and retain qualified employees, Microsoft has done relatively well to attract technical workforce from across the globe and created an environment to nurture and foster that talent to new heights. The diversity of their workforce in terms of technical breadth as well as the geographical spread provides Microsoft completive edge with the research and development of wide range product and services (Smith and Simpson, 2018). |
|
S5 |
Brand Image |
.05 |
3.5 |
.175 |
Over last 38 years since its inception in 1975, Microsoft had clearly developed a brand image and reputation for itself. Even though it has faced fierce challenge and attacks from its competitors, Microsoft still is popular global brand. Bill Gates’ vision for Microsoft “A personal computer in every home running Microsoft software” has become close to reality and, Microsoft has become a true household name across the world (Jones, 2018). |
|
WEAKNESSES |
|||||
|
W1 |
Innovation |
.15 |
2.5 |
.375 |
Over last decade or so Microsoft seems to be losing the battle of innovation over it competitors. More often than not, Microsoft seems to be following its competitors’ innovation that leading the pack. For Microsoft to retain its global leadership, it really need to re-vigor the innovative powerhouse that Microsoft once was (Microsoft, 2018). |
|
W2 |
Lack of clear direction |
.10 |
2.5 |
.25 |
The recent change in Microsoft’s business model from being primarily a software company to that of software, services and devices company has created lack of direction for the ranks and files, particularly because every division is targeted to handle all three aspect of business. To be successful Microsoft really need to re-organize itself across the new business model, and in recent days they have started initiative in that direction (Nelson, 2018). |
|
W3 |
Windows Phone and Tablet |
.10 |
2 |
.2 |
Microsoft launched itself in the smartphone sector in 2010 with its Widows 7 phone, and Surface was Microsoft’s attempt to get into the tablet business. They haven’t performed very well in either of these two; Window 8 phone has performed relatively better than its predecessor but overall has not come even close to the competition (Graham, 2018). |
|
W4 |
Search Engine sector |
.10 |
3 |
.3 |
|
|
W5 |
Web browser (Internet Explorer) |
.05 |
2.5 |
.125 |
Microsoft Internet Explorer (IE) was the leading web browser until it was ousted by Google Chrome just over a year ago. For now IE is maintaining 2nd place ahead of Firebox. Even though IE by itself is not a major revenue source but it can certainly help steer customers towards other Microsoft products and services (Smith and Simpson, 2018). |
|
TOTAL SCORES |
1.00 |
3.525 |
References
Bloom, J.C. (2018). Microsoft struggles in the gamming sector. Bloomberg Homepage. Retrieved from www.bloomberg.com
Graham, B. W. (2018). Microsoft fined by the government. Technology News Source. Retrieved from www.technologynewssource.com
Jones, C. L. (2018). New technology in the workforce and how it changes business today. Reuters. www.reuters.com
Microsoft. (2018). Official Homepage. Retrieved from https://www.microsoft.com/en-us/
Nelson, D. P. (2018). Piracy threat to Microsoft and other software companies since the beginning of time. US News & World Reports. Retrieved from https://www.usnews.com/
Smith, G, A., & Simpson, H. J. (2018). Microsoft and the changing dynamics in today’s tech industry. Official News Report. Retrieved from www.officalnewsreport.com
,
MGMT 436 – Strategic Management Module 4 Activity
U.S. Securities Exchange Commission (SEC) Form 10-K Report
In this exercise, each student will utilize the U.S. Securities Exchange Commission (SEC) website to access and download your selected company’s Form 10-K Corporate Information Report. This annual report (simply referred to as the “10-K” which is the SEC’s form number) must be electronically filled annually by all U.S. publically-traded entities regardless if they are domestic or foreign. Intended for the protection of the public and for providing corporate and financial information to investors, any stakeholder may access and download this important report for free.
1) Complete the PART I – COMPANY INFORMATION section on the form below. 2) Read about the purpose and mission of U.S. Securities & Exchange Commission (SEC).
https://www.sec.gov/Article/whatwedo.html 3) Locate the "Fast Search" field and enter your company's Ticker Symbol (e.g., Ford = F).
https://www.sec.gov/edgar/searchedgar/companysearch.html 4) Locate "10-K" under the Filings column (left-side of webpage) and SELECT "Documents". 5) Locate "10-K" under Description and SELECT the *.htm hyperlink shown under "Documents" column.
Example of Ford Motor Company: f1231201710-k.htm 6) From within the 10-K Report, scroll down to the "Table of Contents" section.
NOTE: Use the keyboard shortcut CTRL-F to easily find and navigate to a specific word or phrase within the 10-K Report.
7) Locate "ITEM 6. Selected Financial Data" and navigate within the 10-K to this specific section. 8) The actual "ITEM 6. Selected Financial Data" section will resemble a data table with various columns
(by year) containing important company financial information. 9) Complete the PART II – FINANCIAL COMPONENT section using the above referenced financial
information for each year provided. NOTE: New (or acquired) companies may have only listed financial information from the year since going public (or since year of being acquired).
10) Complete the PART III – COMPANY 10-K ANALYSIS & SUMMARY section below based on your review and analysis of the 10-K report information.
11) Using the file name convention of "MGMT 436 – LastName – Module #4", save your work and upload the file to Canvas.
PART I – COMPANY INFORMATION Company Name > Ford Motor Company
Primary Business Classification > Automobile Manufacturing State Incorporated > Michigan
Year Established > 1903 Ticker Symbol > F
Analyst (i.e., Student Name) > John Doe Student
Assignment Instructions for Students
IN YOUR OWN WORDS and based on various information that you have read in the company's 10-K report, summarize your findings as to the company's financial health (i.e., solvency) and strategic financial plan from a historical, current, and future perspective in the space provided below.
NOTE: Do NOT copy and paste directly from the 10-K Report. LIMIT your analysis to 300 words maximum.
It appears that Ford has drastically reduced its debt and pension obligations in recent years, enabling the company to attain investment-grade ratings from credit rating agencies. Ford's automotive debt has declined to $13.8 billion at the end of 2014, and it will decline to $10 billion by 2018. Also, Ford's pension plan was underfunded by a staggering $18.7 billion at the end of 2014, but was halved to $9 billion at the end of 2016. The company's continuing operations are more profitable than those of many other companies in its industry, resulting in an Operating Margin that is above its industry average. It's becoming increasingly important for automakers to have a successful global luxury brand to help increase average transaction prices and profit margins. Ford's luxury Lincoln brand has struggled for years, and a full turnaround is probably a decade away. Lincoln sales have been cut roughly in half, from around 190,000 units in the U.S. in 2000 to fewer than 90,000 units annually over the last five years. Overseas, Ford, much like many automakers, is having a rough time in Europe and South America. Ford lost a total of $4.3 billion in Europe operations. Management expects to lose less in Europe this year than in 2014, and to break even in 2016. Meanwhile, South America went from a $33 million loss in 2013 to a whopping $1.1 billion loss last year. Both regions will continue to drag on earnings in the near term. Ford is subject to threats that affect all automakers, including a decline in industry sales volume in the event of a recession, potential market shift from more profitable vehicles to smaller and cheaper vehicles, and increased price competition which reduces profitability.
PART III – COMPANY 10-K ANALYSIS & SUMMARY
PART II – FINANCIAL COMPONENT SEC Form 10-K Data 2017 2016 2015 2014
INCOME STATEMENT Total Revenues >
Net Income before taxes (or Loss) > $156,776 $8,148
$151,800 $6,796
$149,558 $10,252
$144,077 $1,234
BALANCE SHEET Total Assets >
Total Liabilities >
Equity (Assets – Liabilities) =
$257,808 $138,356
$119,452
$237,951 $127,063
$110,888
$224,925 $120,015
$104,910
$208,615 $105,347
$103,268
- U.S. Securities Exchange Commission (SEC) Form 10-K Report
- https://www.sec.gov/Article/whatwedo.html
- https://www.sec.gov/edgar/searchedgar/companysearch.html
- Example of Ford Motor Company: f1231201710-k.htm
,
MGMT 436 – Strategic Management Module 4 Activity
U.S. Securities Exchange Commission (SEC) Form 10-K Report
In this exercise, each student will utilize the U.S. Securities Exchange Commission (SEC) website to access and download your selected company’s Form 10-K Corporate Information Report. This annual report (simply referred to as the “10-K” which is the SEC’s form number) must be electronically filled annually by all U.S. publically-traded entities regardless if they are domestic or foreign. Intended for the protection of the public and for providing corporate and financial information to investors, any stakeholder may access and download this important report for free.
1) Complete the PART I – COMPANY INFORMATION section on the form below. 2) Read about the purpose and mission of U.S. Securities & Exchange Commission (SEC).
https://www.sec.gov/Article/whatwedo.html 3) Locate the "Fast Search" field and enter your company's Ticker Symbol (e.g., Ford = F).
https://www.sec.gov/edgar/searchedgar/companysearch.html 4) Locate "10-K" under the Filings column (left-side of webpage) and SELECT "Documents". 5) Locate "10-K" under Description and SELECT the *.htm hyperlink shown under "Documents" column.
Example of Ford Motor Company: f1231201710-k.htm 6) From within the 10-K Report, scroll down to the "Table of Contents" section.
NOTE: Use the keyboard shortcut CTRL-F to easily find and navigate to a specific word or phrase within the 10-K Report.
7) Locate "ITEM 6. Selected Financial Data" and navigate within the 10-K to this specific section. 8) The actual "ITEM 6. Selected Financial Data" section will resemble a data table with various columns
(by year) containing important company financial information. 9) Complete the PART II – FINANCIAL COMPONENT section using the above referenced financial
information for each year provided. NOTE: New (or acquired) companies may have only listed financial information from the year since going public (or since year of being acquired).
10) Complete the PART III – COMPANY 10-K ANALYSIS & SUMMARY section below based on your review and analysis of the 10-K report information.
11) Using the file name convention of "MGMT 436 – LastName – Module #4", save your work and upload the file to Canvas.
PART I – COMPANY INFORMATION Company Name > Ford Motor Company
Primary Business Classification > Automobile Manufacturing State Incorporated > Michigan
Year Established > 1903 Ticker Symbol > F
Analyst (i.e., Student Name) > John Doe Student
Assignment Instructions for Students
IN YOUR OWN WORDS and based on various information that you have read in the company's 10-K report, summarize your findings as to the company's financial health (i.e., solvency) and strategic financial plan from a historical, current, and future perspective in the space provided below.
NOTE: Do NOT copy and paste directly from the 10-K Report. LIMIT your analysis to 300 words maximum.
It appears that Ford has drastically reduced its debt and pension obligations in recent years, enabling the company to attain investment-grade ratings from credit rating agencies. Ford's automotive debt has declined to $13.8 billion at the end of 2014, and it will decline to $10 billion by 2018. Also, Ford's pension plan was underfunded by a staggering $18.7 billion at the end of 2014, but was halved to $9 billion at the end of 2016. The company's continuing operations are more profitable than those of many other companies in its industry, resulting in an Operating Margin that is above its industry average. It's becoming increasingly important for automakers to have a successful global luxury brand to help increase average transaction prices and profit margins. Ford's luxury Lincoln brand has struggled for years, and a full turnaround is probably a decade away. Lincoln sales have been cut roughly in half, from around 190,000 units in the U.S. in 2000 to fewer than 90,000 units annually over the last five years. Overseas, Ford, much like many automakers, is having a rough time in Europe and South America. Ford lost a total of $4.3 billion in Europe operations. Management expects to lose less in Europe this year than in 2014, and to break even in 2016. Meanwhile, South America went from a $33 million loss in 2013 to a whopping $1.1 billion loss last year. Both regions will continue to drag on earnings in the near term. Ford is subject to threats that affect all automakers, including a decline in industry sales volume in the event of a recession, potential market shift from more profitable vehicles to smaller and cheaper vehicles, and increased price competition which reduces profitability.
PART III – COMPANY 10-K ANALYSIS & SUMMARY
PART II – FINANCIAL COMPONENT SEC Form 10-K Data 2017 2016 2015 2014
INCOME STATEMENT Total Revenues >
Net Income before taxes (or Loss) > $156,776 $8,148
$151,800 $6,796
$149,558 $10,252
$144,077 $1,234
BALANCE SHEET Total Assets >
Total Liabilities >
Equity (Assets – Liabilities) =
$257,808 $138,356
$119,452
$237,951 $127,063
$110,888
$224,925 $120,015
$104,910
$208,615 $105,347
$103,268
- U.S. Securities Exchange Commission (SEC) Form 10-K Report
- https://www.sec.gov/Article/whatwedo.html
- https://www.sec.gov/edgar/searchedgar/companysearch.html
- Example of Ford Motor Company: f1231201710-k.htm
,
College of Business | worldwide.erau.edu
All rights are reserved. The material contained herein is the copyright property of Embry-Riddle Aeronautical University, Daytona Beach, Florida, 32114. No part of this material may be reproduced, stored in a retrieval system or transmitted in any form, electronic, mechanical, photocopying, recording or otherwise without the prior written consent of the University.
Internal Factor Analysis Summary Guidelines
|
FACTORS |
WEIGHT |
RATING |
WGTD SCORE |
COMMENTS |
|
|
STRENGHTS |
|||||
|
S1 |
|||||
|
S2 |
|||||
|
S3 |
|||||
|
S4 |
|||||
|
S5 |
|||||
|
WEAKNESSES |
|||||
|
W1 |
|||||
|
W2 |
|||||
|
W3 |
|||||
|
W4 |
|||||
|
W5 |
|||||
|
TOTAL SCORES |
Page 2 of 2
,
College of Business | worldwide.erau.edu
All rights are reserved. The material contained herein is the copyright property of Embry-Riddle Aeronautical University, Daytona Beach, Florida, 32114. No part of this material may be reproduced, stored in a retrieval system or transmitted in any form, electronic, mechanical, photocopying, recording or otherwise without the prior written consent of the University.
U.S. Securities Exchange (SEC) Form 10-K Report
In this exercise, each student will utilize the U.S. Securities Exchange Commission (SEC) website to access and download your selected company’s Form 10-K Corporate Information Report. This annual report (simply referred to as the “10-K” which is the SEC’s form number) must be electronically filled annually by all U.S. publically-traded entities regardless if they are domestic or foreign. Intended for the protection of the public and for providing corporate and financial information to investors, any stakeholder may access and download this important report for free.
1) Complete the PART I – COMPANY INFORMATION section on the form below.
2) Read about the purpose and mission of U.S. Securities & Exchange Commission (SEC).
https://www.sec.gov/Article/whatwedo.html
3) Locate the "Fast Search" field and enter your company's Ticker Symbol (e.g., Ford = F).
https://www.sec.gov/edgar/searchedgar/companysearch.html
4) Locate "10-K" under the Filings column (left-side of webpage) and SELECT "Documents".
5) Locate "10-K" under Description and SELECT the *.htm hyperlink shown under "Documents" column.
Example of Ford Motor Company: f1231201710-k.htm
6) From within the 10-K Report, scroll down to the "Table of Contents" section.
NOTE : Use the keyboard shortcut CTRL-F to easily find and navigate to a specific word or phrase within the 10-K Report.
7) Locate "ITEM 6. Selected Financial Data" and navigate within the 10-K to this specific section.
8) The actual "ITEM 6. Selected Financial Data" section will resemble a data table with various columns (by year) containing important company financial information.
9) Complete the PART II – FINANCIAL COMPONENT section using the above referenced financial information for each year provided.
NOTE : New (or acquired) companies may have only listed financial information from the year since going public (or since year of being acquired).
10) Complete the PART III – COMPANY 10-K ANALYSIS & SUMMARY section below based on your review and analysis of the 10-K report information.
11) Using the file name convention of "MGMT 436 – LastName – Module #4", save your work and upload the file to Canvas.
|
PART I – COMPANY INFORMATION |
|||||
|
Company Name > |
|||||
|
Primary Business Classification > |
|||||
|
State Incorporated > |
|||||
|
Year Established > |
|||||
|
Ticker Symbol > |
|||||
|
Analyst (i.e., Student Name) > |
|||||
|
PART II – FINANCIAL COMPONENT |
|||||
|
SEC Form 10-K Data |
2017 |
2016 |
2015 |
2014 |
|
|
INCOME STATEMENT |
|||||
|
Total Revenues > |
$ |
$ |
$ |
$ |
|
|
Net Income before taxes (or Loss) > |
$ |
$ |
$ |
$ |
|
|
BALANCE SHEET |
|||||
|
Total Assets > |
$ |
$ |
$ |
$ |
|
|
Total Liabilities > |
$ |
$ |
$ |
$ |
|
|
Equity (Assets – Liabilities) = |
$ |
||||
|
|
|
||||
|
PART III – COMPANY 10-K ANALYSIS & SUMMARY |
IN YOUR OWN WORDS and based on various information that you have read in the company's 10-K report, summarize your findings as to the company's financial health (i.e., solvency) and strategic financial plan from a historical, current, and future perspective in the space provided below.
NOTE: Do NOT copy and paste directly from the 10-K Report.
LIMIT your analysis to 300 words maximum.
|
|
|
Page 2 of 2
,
College of Business | worldwide.erau.edu
All rights are reserved. The material contained herein is the copyright property of Embry-Riddle Aeronautical University, Daytona Beach, Florida, 32114. No part of this material may be reproduced, stored in a retrieval system or transmitted in any form, electronic, mechanical, photocopying, recording or otherwise without the prior written consent of the University.
Internal Factor Analysis Summary Guidelines
Here are the guidelines for completing the IFAS table.
External Factors (Column 1)
· Select five strategic opportunities and five strategic threats facing your selected strategic audit company.
· List each of these factors as either opportunities or threats in the appropriate column in the IFAS table.
· Provide a detailed description of each factor.
· If outside information is used in the comments section, then it must be cited and referenced correctly in APA format.
Weight (Column 2)
· The total weight for all of the factors should be 1.00.
· Decide how strategic each of the ten factors is in comparison to each other. As an example, a factor might have a high strategic significance for your company with a weight ranging from .15 to .20. On the other hand, a factor may have little in the way of strategic significance, when compared to the other nine factors, and might have a weight of .05.
Rating (Column 3)
· In this column you are to rate how effective the firm has been in meeting the opportunities and threats, with 5 being the top score for any factor. As an example, if you feel a firm is doing a super job of moving into Asia then give a rating of 5.0.
Weighted Score (Column 4)
· Now multiple the scores you have in Columns 2 and 3 for each factor.
· This will produce a weighted score for each factor.
Comments (Column 5)
· Provide a detailed description reflecting why you gave the rating for each factor.
· If outside information is used in the comments section, then it must be cited and referenced correctly in APA format.
Total Scores
· At the bottom of the matrix record the totals of the Weight Score (Column 2), and Weighted Score (Column 4).
· The Total Weighted Score should indicate how effective your firm has been in handling its opportunities and threats.<
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