Question: Capstone Integrated Management Project
Homework 1: This is a graded exercise. Please make sure to follow the instructions carefully, as an evaluator will be giving you feedback on your submission. You must submit your document as a file.
Focusing on the company you are using for your final project, conduct an industry analysis using Porter's Five Forces and a SWOT analysis.
Create a 3-5 page analysis document that will serve both as content for your business plan presentation and as the "supplementary" document for shareholders.
Make sure to include an adequate review of the company's industry, competition, and product substitutes as well as documentation of the company's strengths, weaknesses, opportunities, and threats. Be sure to justify your rationale with at least one peer-reviewed source.
Homework 2: This is a graded exercise. Please make sure to follow the instructions carefully, as an evaluator will be giving you feedback on your submission. You must submit your PowerPoint as a file.
Prepare a PowerPoint presentation (at least 9 slides) illustrating your planned marketing mix and key messages for the new product or service you are proposing in your final project. Include the Four P's of Marketing. In the presentation notes, indicate a rationale for your choices using at least one outside source.
In addition to the Four P's of Marketing, there are are some business experts who also find the "Five F's"* helpful in determining the marketing mix:
1. Functions. How does the product or service meet their concrete needs?
2. Finances. How will the purchase affect their overall financial situation-not just the price of the product or service, but other savings and increased productivity?
3. Freedom. How convenient is it to purchase and use the product or service? How will they gain more time and less worry in other aspects of their lives?
4. Feelings. How does the product or service make customers feel about themselves, and how does it affect and relate to their self-image? Do they like and respect the salesperson and the company?
5. Future. How will they deal with the product or service and company over time? Will support and service be available? How will the product or service affect their lives in the coming years, and will they have an increased sense of security about the future?
Retrieved from: Abrams, R., (2010). Successful Business Plan: Secrets and Strategies. Palo Alto: The Planning Shop
Homework 3: This is a graded exercise. Please make sure to follow the instructions carefully, as an evaluator will be giving you feedback on your submission. You must submit your documents as one file.
For the proposed new product or service for your final project, create a Forecasted Profit/Loss Statement for the first year and a Balance
Sheet. To access and download templates for each, follow the links below:
Profit/Loss Statement Template
Balance Sheet Template
You will need to submit the Profit/Loss Statement and Balance Sheet for grading, as well as a one-page supplemental document that includes the background, rationale, and assumptions for the numbers included on the financials. Be sure to include the following:
1. Forecast Revenue for 12 months
2. Forecast Operating Expenses for 12 months
3. Calculation of the projected profit/loss for the first year
4. Documentation of the expected total assets and liabilities