Copyright 2008 All Rights Reserved

8/14/2019 Copyright 2008 All Rights Reserved

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Khursheed Yusuf

INSTRUCTIONS FOR EXTERNAL AUDIT

1.

2.

3.

1 = "response is poor"

2 = "response is average"

3 = "response is above average"

4 = "response is superior"

Enter Ten Opportunities Below

1.

2.

3.

4.

5.

6.

7.

8.

Copyright 2008 All Rights Reserved

To perform an External Audit, enter ten opportunities and ten threats. Forpurposes of this Template, it is vital that you enter ten of each, no more, noless.

After entering in ten opportunities and ten threats, scroll down the page andenter in the weight you want to assign each one. Be sure to check thebottom of the "Enter Weight Below" column, to make sure your sumweight is equal to 1.00.

After entering in the weights, then enter a corresponding rating in the"Enter Rating Below" column. The coding scheme is provided below:


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9.

10.

Enter Ten Threats Below

1.2.

3.

4.

5.

6.

7.

8.

9.

10.

Opportunities

1. 0

2. 0

3. 0

4. 0

5. 0

6. 0

7. 0

8. 0

9. 0

10. 0

Threats

1. 02. 0

3. 0

4. 0


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5. 0

6. 0

7. 0

8. 0

9. 0

10. 0

0.00

Instructions for Competitive Profile Matrix (CPM)

1.

2.

3.

4.

To perform the CPM, enter in twelve critical success factors. You may usesome of the factors listed below if you like. For purposes of this Template,it is vital you have twelve factors, no more, no less. The factors willappear flush left in the matrix

After entering in twelve critical success factors, enter in the weight youwant to assign to each one. Be sure to check the bottom of the "EnterWeight Below" column, to make sure that your sum weight is equal to1.00.

After entering in your weights, Type the name of your company and twoother competitors in the corresponding boxes.

After entering in the weights and identifying your company and two rivalfirms, then enter in a corresponding rating in the "Enter Rating Below"column for your firm and each competitor. The coding scheme is providedbelow.

Enter WeightBelow


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0.00

1 = "major weaknesses"

2 = "minor weaknesses"

3 = "minor strength"

4 = "major strength"

Congratulations, you may now move on to the "NEXT" sheet


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Enter RatingBelow

Enter RatingBelow


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nestle Ul K& N


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INSTRUCTIONS FOR INTERNAL AUDIT

1.

2.

3.

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.

To perform an Internal Audit, enter in ten strengths and ten weaknessesFor purposes of this Template, it is vital you have ten of each, no more, noless.

After entering in ten strengths and ten weaknesses, scroll down the pageand enter in the weight you want to assign to each factor Be sure to checkthe bottom of the "Enter Weight Below" column to make sure your sumweight equals 1.00.

After entering in the weights, then enter a corresponding rating for eachfactor in the "Enter Rating Below" column. The coding scheme isprovided below: Reminder weaknesses must be 1 or 2 and strengthsmust be 3 or 4


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3.

4.

5.

6.

7.

8.

9.

10.

Strengths

1. 0

2. 0

3. 0

4. 0

5. 0

6. 0

7. 0

8. 0

9. 010. 0

Weaknesses

1. 0

2. 0

3. 0

4. 0

5. 06. 0

7. 0

8. 0

9. 0

10. 0


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INSTRUCTIONS FOR COMPANY WORTH

1.

2.

INSTRUCTIONS FOR BCG and IE Matrix

To perform the company worth analysis, enter financial information youare prompted for in the boxes to the right and press enter. Everything iscalculated automatically and posted into the Matrix.

Hints are provided below on where to find information. I suggest you usewww.investor.stockpoint.com to locate this data unless otherwise noted.

Stockholders Equity - Can be found on the Balance Sheet

Net Income - Can be found on the Income Statement

Share Price - Can be found on Yahoo Finance

EPS - Can be found on Yahoo Finance

Shares Outstanding - Can be found on the Balance Sheet


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1.

2.

3.

Profits

INSTRUCTIONS FOR SPACE Matrix

1.

2.

The template assumes a two-division company. To derive this segmentdata, enter in the corresponding profits you are prompted for in the boxesto the right and press enter. Also, change the division name to match yourcase (The example is for domestic and international.) Revenues (sales) ofeach division determine size of circles. Pie slices, based on profitcontributed by each division are automatically calculated and labeled

After finishing Step 1, click on the BCG link to the right. Once there clickon the circle. Here you can adjust the size of the circle (the larger the sizecircle, the more revenue that segment earns) as well as move the circle intothe quadrant you desire. Don't worry about the "light green warning" whenadjusting the circles.

After finishing Step 2, click on the IE matrix link to the right. Thenperform the same task you performed for the BCG. Also, be sure to type inyour company name in the right quadrant according to your EFE and IFEscores. These may be found on the EFE-IFE tab. Don't worry about the"light green warning" when adjusting the circles.

The template assumes you are using five factors for each dimension (axis)Financial Strength (FS), Environmental Stability (ES), CompetitiveAdvantage (CA), and Industry Strength (IS).

Enter in the five factors you wish to use each for FS, ES, CA, and IS andthe corresponding rating each factor should receive. You may use thefactors provided here, or you may use your own. The calculations are doneautomatically and the rating scale is provided below:


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3.

FS and IS

Positive 1 (worst) to Positive 6 (best)

CA and ES

Negative 1 (best) to Negative 6 (worst)

Financial Strength (FS)

Industry Strength (IS)

Competitive Advantage (CA)

Environmental Stability (ES)

After finishing Step 2, click on the SPACE Link to your right. Then movethe box to plot the location derived from step two. These numbers will belocated to the left of the SPACE Matrix on the SPACE page. After movingthe box to the corresponding area, then click the arrow portion of the vectorand move it so the arrow goes though the box. Don't worry about the "lightgreen warning" when adjusting the box and vector


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INSTRUCTIONS FOR GRAND Matrix

1.

INSTRUCTIONS FOR QSPM Matrix

1.

2.

1 = Not attractive

2 = Somewhat attractive

3 = Reasonably attractive

4 = Highly attractive

Opportunities

1. 02. 03. 04. 05. 06. 0

7. 0

Click on the GRAND Link Below and Type Your Company in theAppropriate Quadrant

Grand

To perform a QSPM, enter two strategies in the corresponding green boxesbelow.

After entering in your strategies, then rate each strategy based on thestrengths, weaknesses, opportunities, and threats. Work row by row todevelop a QSPM, not column by column. Do not assign each strategy thesame AS score for a particular strength, weakness, opportunity, or threat.Assign 0's (zero's) across a row to indicate a particular factor not affectingthe choice being made between the strategies.Do NOT rate one AS a 0then rate another AS 1, 2, 3, or 4. If one AS gets a 0, the other ASMUST also get a zero. The coding scheme is provided below.


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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. 07. 0

8. 0

9. 0

10. 0


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INSTRUCTIONS FOR EPS - EBIT

1.

INSTRUCTIONS FOR SWOT

1.

To perform an EPS - EBIT Analysis, enter in the corresponding data in thelight green boxes to your right. Everything else is calculatedautomatically, Including the EPS - EBIT Chart.

To perform the SWOT, click on the link below and type your strategies inthe matrix. Be sure not to type over the strengths, weaknesses,opportunities, and threats already shown in the matrix.

SWOT


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Enter WeightBelow

Enter RatingBelow

Enter WeightBelow

Enter RatingBelow


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0.00

Net Income

Share Price EPS

357,400,000

StockholdersEquity

Shares

Outstanding


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BCG

IE Matrix


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Ratings

Ratings

SPACE


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AS TAS

AS Ratings AS Ratings


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AS AS

AS Ratings AS Ratings

AS AS


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EBIT

Recession Normal Boom

Amount Needed

Share Price

Interest Rate(decimal form)

Tax Rate (decimalform)

Average SharesOutstanding

New SharesOutstanding

DO NOT ENTER DATA IN "NOUTSTANDING" BOX. THIS


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W SHARESIS DONE FOR YOU.


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Competitive Profile Matrix (CPM)

nestle Ul K& N

Critical Success Factors Rating Score Rating Score Rating Score

0 0.00 0 0.00 0 0.00 0 0.00

0 0.00 0 0.00 0 0.00 0 0.00

0 0.00 0 0.00 0 0.00 0 0.00

0 0.00 0 0.00 0 0.00 0 0.00

0 0.00 0 0.00 0 0.00 0 0.000 0.00 0 0.00 0 0.00 0 0.00

0 0.00 0 0.00 0 0.00 0 0.00

0 0.00 0 0.00 0 0.00 0 0.00

0 0.00 0 0.00 0 0.00 0 0.00

0 0.00 0 0.00 0 0.00 0 0.00

0 0.00 0 0.00 0 0.00 0 0.00

0 0.00 0 0.00 0 0.00 0 0.00

Totals 0.00 0.00 0.00 0.00

.data is missing here, recheck the"START" page.

Weight


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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

Do not enter any data on this page. If data ismissing here, recheck the "START" page.


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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

5. 0 0.00 0 0.006. 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. 00.00 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 0.005. 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


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Company Worth Analysis (year-end 2001 2002 2003 average)

Stockholders Equity $0

Net Income x 5 $0

(Share Price/EPS) x Net Income #DIV/0!

Number of Shares Outstanding x Share Price $0

Method Average #DIV/0!


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Don't worry about the axis spacing here. Th

Relative Marke

High 1.0

Star

Industry

Sales

Growth Cash Cow

Rate

(Percentage)

Back to NEXT Page

High+20

Medium 0

Low -20


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Return to NEXT Page


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is will look perfect in Word and PowerPoint.


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Don't worry about axis spacing here. This will look perf

The Total IFE Weighted ScorStrong Average

4.0 to 3.0 2.99 to 2.0

4.0 I II

High

3.0 IV V

The

EFE

Total Medium

Weighted

Scores

2.0 VII VIII

Low

Return to NEXT Page


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1.0


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ct in Word and PowerPoint.

sWeak

1.99 to 1.0

III

VI

IX


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IF they are Blank Click The Link

FSConservative Aggr

6

5

4

3

2

1

CA-6 -5 -4 -3 -2 -1 1 2 3 4

-1

-2

X Plot

0 -3

-4

-5

Y Plot

0 -6

DefensiveES

Comp

Financial Strength (FS) Environmental Stability (

0 0

0 0

0 0

0 0

0 0

Financial Strength (FS) Average 0 Environmental Stability (

Competitive Advantage (CA) Industry Strength (IS)

0 0

Ratings


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0 0

0 0

0 0

0 0

Competitive Advantage (CA) Average 0 Environmental Stability (


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elow.

ssive

IS5 6

etitive

S)

0 0

0 0

0 0

0 0

0 0

S) Average 0

0 0


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0 0

0 0

0 0

0 0

S) Average 0


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Rapid Market Growth

Quadrant II Quadrant

Quadrant III Quadrant I

Slow Market Growth

Return to NE

WeakCompetitive

Position


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I

V

T Pag

StrongCompetitive

Position


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Strengths - S

1. 0 1.

2. 0 2.

3. 0 3.

4. 0 4.

5. 0 5.

6. 0 6.

7. 0 7.

8. 0 8.

9. 0 9.

10. 0 10.

Opportunities - O SO Strategies

1. 0 1. 1.

2. 0 2. 2.

3. 0 3.

4. 0

5. 0

6. 0

7. 0

8. 0

9. 0

10. 0

Threats - T ST Strategies

1. 0 1. 1.

2. 0 2. 2.

3. 0

4. 0

5. 0

6. 0

7. 0

8. 0

9. 0

10. 0

Type ONLY in the Strategy boxes. Be sure not to type over theStrengths, Weaknesses, Opportunities, and Threats.


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Weaknesses - W

0

0

0

0

0

0

0

0

0

0

WO - Strategies

WT - Strategies


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Opportunities Weight AS TAS AS TAS

1. 0 0.00 0 0.00 0 0.00

2. 0 0.00 0 0.00 0 0.00

3. 0 0.00 0 0.00 0 0.00

4. 0 0.00 0 0.00 0 0.00

5. 0 0.00 0 0.00 0 0.00

6. 0 0.00 0 0.00 0 0.00

7. 0 0.00 0 0.00 0 0.00

8. 0 0.00 0 0.00 0 0.00

9. 0 0.00 0 0.00 0 0.00

10. 0 0.00 0 0.00 0 0.00

Threats Weight AS TAS AS TAS

1. 0 0.00 0 0.00 0 0.00

2. 0 0.00 0 0.00 0 0.00

3. 0 0.00 0 0.00 0 0.00

4. 0 0.00 0 0.00 0 0.00

5. 0 0.00 0 0.00 0 0.00

6. 0 0.00 0 0.00 0 0.00

7. 0 0.00 0 0.00 0 0.00

8. 0 0.00 0 0.00 0 0.00

9. 0 0.00 0 0.00 0 0.00

10. 0 0.00 0 0.00 0 0.00

Strengths Weight AS TAS AS TAS

1. 0 0.00 0 0.00 0 0.00


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2. 0 0.00 0 0.00 0 0.00

3. 0 0.00 0 0.00 0 0.00

4. 0 0.00 0 0.00 0 0.00

5. 0 0.00 0 0.00 0 0.00

6. 0 0.00 0 0.00 0 0.00

7. 0 0.00 0 0.00 0 0.00

8. 0 0.00 0 0.00 0 0.009. 0 0.00 0 0.00 0 0.00

10. 0 0.00 0 0.00 0 0.00

Weaknesses Weight AS TAS AS TAS

1. 0 0.00 0 0.00 0 0.00

2. 0 0.00 0 0.00 0 0.00

3. 0 0.00 0 0.00 0 0.00

4. 0 0.00 0 0.00 0 0.00

5. 0 0.00 0 0.00 0 0.00

6. 0 0.00 0 0.00 0 0.00

7. 0 0.00 0 0.00 0 0.00

8. 0 0.00 0 0.00 0 0.009. 0 0.00 0 0.00 0 0.00

10. 0 0.00 0 0.00 0 0.00

TOTALS 0.00 0.00


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Common Stock Financing Debt Financing

Recession Normal Boom Recession Normal Boom

EBIT 0 0 0 0 0 0

Interest 0 0 0 0 0 0

EBT 0 0 0 0 0 0

Taxes 0 0 0 0 0 0

EAT 0 0 0 0 0 0

# Shares 0 0 0 0 0 0EPS #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

70 Percent Stock - 30 Percent Debt 70 Percent Debt - 30 Percent Stock

Recession Normal Boom Recession Normal Boom

EBIT 0 0 0 0 0 0

Interest 0 0 0 0 0 0

EBT 0 0 0 0 0 0

Taxes 0 0 0 0 0 0

EAT 0 0 0 0 0 0

# Shares #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

EPS #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0! #DIV/0!

Row 20


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0 0 0(0.20)

(0.00)

0.20

0.40

0.60

0.80

1.00

Row 20

Row 43

Row 43

EBIT

EPS


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Documents

Copyright 2008 All Rights Reserved