Case:

Student:
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STRATEGIC AUDIT
PARAMETER

STRATEGIC AUDIT FACTOR ANALYSIS WORKSHEET

ANALYSIS
(+) Factors

(-) Factors

CURRENT
SITUATION
Past corporate
performance indexes
Strategic
Posture:
Mission & Vision

Objectives

Policies

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COMMENTS

STRATEGIC AUDIT FACTOR ANALYSIS WORKSHEET

STRATEGIC
MANAGERS
Board of
Directors

Top Management

EXTERNAL
ENVIRONMENT:
[Optional
External Factor
Analysis Summary
Societal Environment
Sociocultural
Economic
Technological

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STRATEGIC AUDIT FACTOR ANALYSIS WORKSHEET

Political-Legal

Task/Industry
Environment
Question 1: what are
the industrys
dominant economic
features?
Question 2: How
strong are each of
the competitive
forces?
Threat of Entry
Threat of Substitution
Power of Suppliers
Power of Customers
Stakeholders

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STRATEGIC AUDIT FACTOR ANALYSIS WORKSHEET

Rivalry
Other
Question 3: What is
causing the
industrys
competitive
structure and
business
environment to
change? (the driving
forces)
Question 4: Which
companies are in the
strongest/weakest
positions? (using
strategic group
maps)
Question 5: What
strategic moves are
rivals likely to move
next?
Question 6: What are
the key factors for
competitive success?
Question 7: Is the
industry attractive
and what are its
prospects for aboveaverage
profitability?
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STRATEGIC AUDIT FACTOR ANALYSIS WORKSHEET

INTERNAL
ENVIRONMENT
Corporate
Structure

Management
Corporate Culture
Corporate Resources
Marketing
Finance
Research and
Development
Operations
(Manufacturing
services)
Human Resources

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STRATEGIC AUDIT FACTOR ANALYSIS WORKSHEET

Information Systems

ANALYSIS OF
STRATEGIC FACTORS

(+) Factors

(-) Factors

Question 1: How well

is the present
strategy working?
.

Question 2: S.W.O.T
Key Internal
and External
Strategic Factors.
Question 3: Are the
companys prices &
costs competitive?

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STRATEGIC AUDIT FACTOR ANALYSIS WORKSHEET

Question 4: How
strong is the
companys
competitive
position?

Strategy &
Competitive
advantage (Identify
the competitive
strategies)
Strategies for
competing in
globalizing markets

Business Models &

strategies in the
internet era
Strategy &
competitive
advantage in
diversified
companies
Building resources
strengths and
organizational
capabilities

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STRATEGIC AUDIT FACTOR ANALYSIS WORKSHEET

Building a
Capable
Organization
Allocating Resources

Establishing StrategySupportive Policies

Instituting Best
Practices for
Continuous
Improvement
Installing Support
Systems

Tying Rewards
to Achievement
of Key Strategic Targets
Shaping Corporate
Culture to Fit Strategy

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STRATEGIC AUDIT FACTOR ANALYSIS WORKSHEET

Exercising Strategic
Leadership

Review of Mission,
Vision, and
Objectives
(Recommendations)
STRATEGIC RECOMMENDATIONS
STRATEGIC
ALTERNATIVES &
RECOMMENDED
STRATEGY
Strategic
Alternatives

ADVANTAGES

DISADVANTAGES

Alt.1

Alt.2

Alt.3

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STRATEGIC AUDIT FACTOR ANALYSIS WORKSHEET

Recommended
Strategy

IMPLEMENTATION

E VALUATION AND
CONTROL
(ASSESSMENT)
NOTES:

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