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As a group we chose “Ancestry.com” and we divided sections among ourselves. I am to do these sections
CPM & BCG matrix
evaluative plan
2/9/2018 Project 3: Phase 1-Strategic Plan (Group Project) – Submit Files – BMGT 495 6380 Strategic Management (2182) – UMUC Learning Management System
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Project 3: Phase 1‐Strategic Plan (Group Project)
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Group Project
Group Name
Group 2
Instruc�ons
Assignment 3: Strategic Plan (Group Assignment) (Week 8)
Phase 1: Assignment Instructions:
NOTE: All submitted work is to be your original work. You may not use any work from
another student, the Internet or an online clearinghouse. You are expected to understand the
Academic Dishonesty and Plagiarism Policy, and know that it is your responsibility to learn
about instructor and general academic expectations with regard to proper citation of sources
as specified in the APA Publication Manual, 6th Ed. (Students are held accountable for intext
citations and an associated reference list only).
This assignment is the last of three assignments. Students will use the tools and concepts learned
in the course and in previous business courses to develop an understanding of how organizations
develop and manage strategies to establish, safeguard and sustain its position in a competitive
market.
This assignment is a group project. You will be placed into groups consisting of no more than
four students each. Groups will be assigned early, and the expectation is that the groups will work
on the various parts of the assignment as relevant content is covered throughout the course. The
group will act as a selfdirected team, and will therefore determine its own leadership, timetable,
task list, guidelines for communication, goals, and so forth. As an individual, you are expected to
participate fully in the project. You are required to use the UMUC group area for discussion.
You will actively participate in completing the assignment and group members will receive the same
group grade. However, freeriders who contribute little will receive a different grade than the group
grade at the discretion of the instructor. If you fail to contribute to the project, a zero for the
assignment will be assigned.
Throughout the course, you have learned about the strategic management and have practiced the
various stages through the completion of assignments and learning activities. In phase 1 of this final
project, you will work in a group to create a strategic plan and present the plan in a professional
manner. The plan requires a paper submitted to the Assignment Folder.
You will perform a strategic plan on a company, from the list provided below. However, instructors
may elect to assign a company on the list or of his or her choosing or one of their own as long as
previous companies provided in the course are not used. Starbucks, Walmart, Amazon and Apple
may not be used. Students who fail to use the companies on the list or an unapproved company will
receive a zero for the assignment.
Interactive Intelligence Group (NASDAQ: ININ)
Liberty Sirius XM Group (NASDAQ: LSXMA)
Kinder Morgan (NYSE: KMI)
HMS Holdings (NASDAQ: HMSY)
Ancestry.com (NASDAQ: ACOM)
IPG Photonics (NASDAQ: IPGP)
Nvidia (NASDAQ: NVDA)
Regions Financial Group (NYSE: RF)
Shake Shack (NYSE: SHAK)
BMGT 495 6380 Strategic Management (2182)
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2/9/2018 Project 3: Phase 1-Strategic Plan (Group Project) – Submit Files – BMGT 495 6380 Strategic Management (2182) – UMUC Learning Management System
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OvaScience, Inc. (NASDAQ: OVAS)
In completing the assignment, you will perform research on the company provided, answer
the questions below in narrative form and follow the steps provided below.
Step 1: Preparation for the Assignment
In writing this assignment, you will read and do the following:
Read the grading rubric for the assignment. Use the grading rubric while writing the plan to
ensure all requirements are met.
Third person writing is required. Third person means that there are no words such as “I, me,
my, we, or us” (first person writing), nor is there use of “you or your” (second person
writing). If uncertain how to write in the third person, view this
link: http://www.quickanddirtytips.com/education/grammar/firstsecondandthirdperson.
Contractions are not used in business writing, so you are NOT to use contraction in writing this
assignment.
You are expected to paraphrase and are NOT use direct quotes unless related to a company’s
mission or vision statements. You are expected to paraphrase, which can be learned by
reviewing this link: https://writing.wisc.edu/Handbook/QPA_paraphrase2.html.
You are responsible for APA only for intext citations and a reference list. Cite the page or
paragraph number.
You may use the resources from the course and from your research. You may not use books
and page and paragraph numbers must be used.
Read all course material and perform independent research to provide a comprehensive
strategic plan.
Step 2: How to Set Up the Plan
Create a doublespaced, 12point font Word or Rich Text Format (RTF) document. The final product
will be no more than 20 pages in length excluding the title page and reference page. Write clearly
and concisely.
Follow this format for the comprehensive strategic plan:
Title page with title, your name, the course, the instructor’s name;
introduction
vision and mission
background organization
industry analysis
competitive analysis
financial analysis not copied data from internet
technique analysis IFE, EFE, CPM, BCG matrix, Grand Strategy Matrix, and QSPM
alternative strategy generation
SWOT analysis
strategy and prioritization selection
action plan for implementation
evaluative
plan
Reference page
Step 3: Create an introductory paragraph.
Step 4: Develop the plan:
Identify strategies;
Discuss strategies used at corporate, business and function levels using the concepts learned
in the course;
Recommend specific strategies and longterm objectives;
Recommend procedures for strategy review and evaluation;
Use frameworks and tools discussed throughout the course.
Step 5: Strategy Recommendations
Identify strategy recommendations using the following format for the formulation of strategies.
View Strategy Content Guidelines.
Goal (The desired outcomes to be achieved)
Objective (Measurable milestone toward accomplishing the Goal)
Strategy (The approach used to achieve the Goal)
Tactic (A specific activity undertaken to implement the Strategy)
Review this resource to differentiate between strategic planning and operational planning:
strategy versus tactics
Step 6: Review
Submit Cancel
http://www.quickanddirtytips.com/education/grammar/first-second-and-third-person
https://writing.wisc.edu/Handbook/QPA_paraphrase2.html
https://learn.umuc.edu/content/enforced/134214-M_001153-01-2162/Strategy%20Content%20Example x
https://www.youtube.com/watch?v=2weg_EorCR0
2/9/2018 Project 3: Phase 1-Strategic Plan (Group Project) – Submit Files – BMGT 495 6380 Strategic Management (2182) – UMUC Learning Management System
https://learn.umuc.edu/d2l/lms/dropbox/user/folder_submit_files.d2l?db=586684&grpid=319226&isprv=0&bp=0&ou=267247 3/6
Using the grading rubric as a comparison, read through the paper to ensure all required elements
are presented.
Step 7: Proofread
Proofread the paper for spelling and grammatical issues, and third person writing.
Use the spell and grammar check in Word as a first measure;
Have someone who has excellent English skills to proof the paper;
Consider submitting the paper to the Effective Writing Center (EWC). The EWC will provide 4
6 areas that may need improvement.
Step 8: Submit the paper in the Assignment Folder. (The assignment submitted to the
Assignment Folder will be considered a student’s final product and therefore ready for grading by
the instructor. It is incumbent upon the student to verify the assignment is the correct submission.
No exceptions will be considered by the instructor.)
Due Date
Mar 3, 2018 11:59 PM
Hide Rubrics
Note: The ac�vi�es evalua�on will be applied to all members of this group.
Rubric Name: Assignment #3 ‐ Phase 1
Criteria Outstanding Superior Good
Substandard
Content: Mission,
Vision and
Objec�ves
0.6 points
Presented mission,
vision and objectives
of the
company accurately
and comprehensively
identified and
correlated to the
definitions of each.
(0.54 0.6)
0.51 points
Presented mission, vision and
objectives of the company
sufficiently identified but not
completely accurate or
comprehensive correlated to
the definitions of each.
(0.48 0.53)
0.45 points
Presented mission, vision and objectives
of the company were identified but was
not complete or needs more clarification
on some aspects; no correlation to the
meaning of each.
(0.42 0.47)
0.39 point
Presented miss
vision and objec
of the company
attempted but k
aspects were m
or superficially
presented.
(0.36 0.41)
Content: Company
Background
0.6 points
Presented company
background accurately
and comprehensively
presented.
(0.54 0.6)
0.51 points
Presented company
background sufficiently but is
not completely accurate or
comprehensive.
(0.48 0.53)
0.45 points
Company background
was discussed but needs more
clarification on some aspects.
(0.42 0.47)
0.39 point
Company backg
was attempted b
aspects were m
or superficially
presented.
(0.36 0.41)
Content: Industry
Analysis
1.2 points
Industry analysis was
performed accurately
and comprehensively.
(1.08 – 1.2)
1.02 points
Industry analysis was
performed sufficiently but is
not completely accurate or
comprehensive.
(0.96 – 1.07)
0.9 points
Industry analysis was performed
but needs more clarification on some
aspects.
(0.84 – 0.95)
0.78 point
Attempted to pe
an industry ana
but key points w
missing or
superficially
presented.
(0.72 – 0.83)
Content:
Compe��ve
Analysis
1.2 points
Competitive analysis
was performed
accurately and
comprehensively.
(1.08 – 1.2)
1.02 points
Competitive analysis was
performed sufficiently but is
not completely accurate or
comprehensive.
(0.96 – 1.07)
0.9 points
Competitive analysis was performed
but needs more clarification on some
aspects.
(0.84 – 0.95)
0.78 point
Attempted to pe
a competitive an
but key points w
missing or
superficially
presented.
(0.72 – 0.83)
Content: Financial 1.2 points 1.02 points 0.9 points 0.78 point
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2/9/2018 Project 3: Phase 1-Strategic Plan (Group Project) – Submit Files – BMGT 495 6380 Strategic Management (2182) – UMUC Learning Management System
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Analysis Financial analysis was
performed accurately
and comprehensively.
(1.08 – 1.2)
Financial analysis was
performed sufficiently but is
not completely accurate or
comprehensive.
(0.96 – 1.07)
Financial analysis was performed
but needs more clarification on some
aspects.
(0.84 – 0.95)
Attempted to pe
a financial analy
but key points w
missing or
superficially
presented. Fina
data presented
little or no analy
(0.72 – 0.83)
Content: Technique
Analysis
1.2 points
Technique analysis
was performed
accurately and
comprehensively.
(1.08 – 1.2)
1.02 points
Technique analysis was
performed sufficiently but is
not completely accurate or
comprehensive.
(0.96 – 1.07)
0.9 points
Technique analysis was performed but needs
more clarifica�on on some aspects.
(0.84 – 0.95)
0.78 point
Attempted to pe
a technique ana
but key points w
missing or
superficially
presented.
(0.72 – 0.83)
Content:
Alterna�ve
Strategy
Genera�on
1.2 points
Alternative strategy
generation was
presented accurately
and comprehensively.
(1.08 1.2)
1.02 points
Alternative strategy generation
was presented sufficiently but
could be more comprehensive.
(0.96 – 1.07)
0.9 points
Alternative strategy generation was
presented but needs more clarification
on some aspects.
(0.84 – 0.95)
0.78 point
Alternative strat
generation was
attempted but is
presented supe
or key elements
missing.
(0.72 – 0.83)
Content: Strategy
and Priori�za�on
Selec�on
1.2 points
Strategy and
prioritization
selection was
accurately and
comprehensively.
(1.08 – 1.2)
1.02 points
Strategy and prioritization
selection was sufficiently
discussed but is not
completely accurate or could
be more comprehensive.
(0.96 – 1.07)
0.9 points
Strategy and prioritization
selection was presented but needs more
clarification on some aspects.
(0.84 – 0.95)
0.78 point
Strategy and
prioritization sel
was attempted b
is superficial or
elements were
missing.
(0.72 – 0.83)
Content: Ac�on
plan for
implementa�on
0.8 points
Action plan for
implementation was
accurately and
comprehensively
presented.
(0.72 – 0.8)
0.68 points
Action plan for
implementation was sufficiently
but is not completely accurate
or could be more
comprehensive.
(0.64 – 0.71)
0.6 points
Action plan for
implementation was presented but needs
more clarification on some aspects.
(0.56 – 0.63)
0.52 point
Action plan for
implementation
was attempted b
is superficial or
elements were
missing.
(0.48 – 0.55)
Content: Evalua�ve
plan
0.8 points
Evaluative plan was
accurately and
comprehensively
presented.
(0.72 – 0.8)
0.68 points
Evaluative plan was sufficiently
but is not completely accurate
or comprehensive.
(0.64 – 0.71)
0.6 points
Evaluative plan was presented but needs
more clarification on some aspects.
(0.56 – 0.63)
0.52 point
Evaluative plan
was attempted b
is superficial or
elements were
missing.
(0.48 – 0.55)
Cri�cal
Thinking/Reasoning
3 points
Comments reflect a
highly accomplished
level of analysis,
synthesis, evaluation
and reasoning of the
case material and
case study facts
resulting in accurate,
2.55 points
Comments reflect a
satisfactory level of analysis,
synthesis, evaluation and
reasoning of the case material
and case study facts resulting
in partially correct conclusions
that lack development or detail
that demonstrates insight into
reasoning.
2.25 points
Comments reflect an unsatisfactory level
of analysis, synthesis, evaluation and
reasoning of the case material and case
study facts, resulting in conclusions that
are underdeveloped or lack soundly
reasoned conclusions.
(2.1 2.39)
1.95 point
Comments refle
unsatisfactory le
analysis, synthe
evaluation and
reasoning of the
material and ca
study facts, resu
in conclusions t
underdeveloped
2/9/2018 Project 3: Phase 1-Strategic Plan (Group Project) – Submit Files – BMGT 495 6380 Strategic Management (2182) – UMUC Learning Management System
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thorough, and soundly
reasoned conclusions.
(2.7 3)
(2.4 2.69) lack soundly rea
conclusions.
(1.8 2.09)
Applica�on of
Resources
3 points
Presents
exceptionally well
supported arguments
or positions with
evidence from the
readings/experience;
ideas go beyond the
course material and
recognize implications
and extensions of the
material and concepts.
(2.7 3.0)
2.55 points
Presents excellent arguments
or positions that are mostly
supported by evidence from
the readings and course
content; ideas presented
demonstrate understanding of
the material and concepts.
(2.4 2.69)
2.25 points
Satisfactory arguments or positions are
presented but there is a mix of opinion or
unclear view with supported arguments
using course readings. Case study facts
are occasionally used but arguments
would be much stronger with use of
facts.
(2.1 2.69)
1.95 point
Arguments are
frequently illogic
unsubstantiated
Limited use of fa
case study and
essential inform
presented in co
readings.
(1.8 2.09)
A�en�on to
Instruc�ons
1 point
Demonstrates
exceptional
understanding of
requirements
responding completely
to each aspect of
assignment including
minor aspects of the
assignment such as
using third person
writing, required use
of course readings,
and assignment
format.
(0.9 1.0)
0.85 points
Demonstrates excellent
understanding of
requirements; missed one
minor aspect of assignment.
(0.8 0.89)
0.75 points
Demonstrates satisfactory understanding
of requirements; missed a key element
or two minor aspects of assignment.
(0.79 0.79)
0.65 point
Fails to show a
understanding o
requirements; m
two key elemen
several minor a
of assignment.
(0.6 0.69)
Wri�ng Mechanics 2 points
Strictly adheres to
standard usage rules
of written English,
including but not
limited to
capitalization,
punctuation, runon
sentences, missing or
extra words, stylistic
errors, spelling and
grammatical errors.
No errors found. No
contractions or jargon
used.
(1.8 2)
1.7 points
Excellently adheres to
standard usage of mechanics:
conventions of written English,
including capitalization,
punctuation, and spelling. One
to three errors found.
(1.6 1.79)
1.5 points
Satisfactorily adheres to standard usage
rules of mechanics: conventions of
English, including capitalization,
punctuation, and spelling. Four to 10
errors found.
(1.4 1.59)
1.3 points
Minimally adher
standard usage
of mechanics:
conventions of w
English, includin
capitalization,
punctuation, an
spelling. More t
errors found.
(1.2 1.39)
APA Style (6th ed.) 1 point
No APA style or usage
errors; Proper citation
of source material is
used throughout
paper; Reference
titles follow APA with
only the first word, the
first word after a colon
and proper nouns
capitalized.
(0.9 1.0)
0.85 points
Attempts intext citations and
reference list but one or two
APA style errors noted or fails
to use APA citations when
appropriate 12 times.
(0.8 0.89)
0.75 points
Attempts intext citations and reference
lists; APA style errors are noted
throughout document; Fails to use APA
citations when appropriate 3 times in
document.
(0.7 0.79)
0.65 point
Attempts intext
citations and
reference lists;
to use APA citat
when appropria
times; or presen
only 12 intext
citations and
reference list in
paper that requ
APA citations
throughout the
document.
(0.6 0.69)
2/9/2018 Project 3: Phase 1-Strategic Plan (Group Project) – Submit Files – BMGT 495 6380 Strategic Management (2182) – UMUC Learning Management System
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14 or more
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