Expert answer:BUS4970 California State University Management Cap

  

Solved by verified expert:BIG PROJECT: RECOMMENDED FOR TUTORS FAMILIAR WITH CAPSTONE (STRATEGIC MANAGEMENT) attached is: 1- 2 Year plan powepoint guidelines that you MUST follow2- 2 year plan instructions that you MUST follow3- 2 year plan forecasting model selection that you should fill out 4- Additional financial statements that will help you write the financials for our company 5- Group members names and positions that you will write about in the beginning of the plan as described in the guidelines6- The point of the class is to play a game called Business Policy Game, we make 2 decision every week and we compete with other groups in the school. So far we made 8 decisions and we are in the first place and beating every group. in this written plan we need to forecast year 5 & 6 of our decisions. the last decision we made is Year 4 Quarter 4. We are in world 82, Company 2 ( The Achievers) 7- The strategy that we used to make the 8 decisions and what we plan to do in year 5 and 6 is summarized in file (Strategy) which is attached8- in the 2 year plan we need to fill another excel sheet about forecasting and production BUT we already filled it out and its attached you don’t need to add to it, file named (Forecasting) 9- Weighting factors that we used. our preliminary weighting factors is the same as the final weighting factors we haven’t changed anything 10- Graphs of the results of the overall decisions of all teams. Again we are Company 2, purple line. 11- I also attached the game manual in case you wanted to lookup something that may help you in the report 12-18 are our reports from decision 1 to decision 8. reports include (Balance sheet. CF statement, Income Statement, Operating report 1 & 2, industry reports annually and quarterly) 19- Other things are described in the guidelines attachedif you were confused about anything or you need more information please ask I will check in often Note: I will add the rest of the attachments when I select a tutor since it won’t let me do it here
_2_year_plan_guidelines.ppt

2_year_plan_forecasting_model_selection.xlsx

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2_yr_plan_instructions_.pdf

additional_financial_statements_guidance.pdf

annual_industry_reports.pdf

strategy.xlsx

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Preparing a
Two-Year Plan
BUS 4970
Title Page






“Two-Year Plan” in large font on the front
Company name
Professor’s name
World and Team numbers
List names of group members
Date
Format
• Double-spaced, one-inch margins, 15-40
pages excluding exhibits
• Table of contents
– Include page numbers
– Include exhibits and/or appendix
• Number every page!
Contents
1. Introduction
2. Organization
3. Objectives and Industry Analysis
4. Strategies
5. Sales Forecast
6. Production Plan
7. Financial Statements
Contents
1. Introduction (5%)
2. Organization (5%)
3. Objectives and Industry Analysis (10%)
4. Strategies (20%)
5. Sales Forecast (15%)
6. Production Plan (15%)
7. Financial Statements (25%)
• Overall Appearance & Writing Quality of
Report (5%+)
1. Introduction
• Overview of content of plan
– Start from the purpose of this plan
• Brief discussion of company history,
current position, & recent performance
– Feel free to be a little creative on company history
– Be sure to be accurate about your recent
performance
– Do NOT include product descriptions
2. Organization
• Organization chart
• Executive titles for each team member
– Actual roles and responsibilities of each team
member
– Accurate background information on each
team member
• Optional: photos
Organization Chart
Go Online to Check Out Actual Organization Charts & Choose a Set of Titles That Fit Your Company
3. Industry Analysis
• Provide graphs showing the performance
of each company in the industry over the
past 8 quarters for $ sales, net income,
ROA, ROE, and stock price
• Discuss overall trends and the
performance of your company relative to
industry averages for each of the above
indicators: Explain WHY?
Use Line Graphs for Industry
Analysis
Choose a Distinctive Color for Your Firm
Goals/Objectives
• Chart of Preliminary AND Final weighting
factors
– Discuss rationales & any changes made
• Quantified financial objectives for each of
the 6 weighting factors
– How much & when to be achieved
– Amounts to be achieved, not % changes
– Briefly discuss feasibility of each target given
your industry analysis
4. Strategies
• Very critical section: must be clear,
consistent and well-written
• Mission, Corporate/Business Strategy
• Functional strategies for marketing,
operations, & finance
– Include specifics for each variable that you
control in the game (syllabus section 4)
– How did you made the decisions
– Tables & charts of decisions are required
Decisions for Strategy Section
• Marketing Strategy – Pricing, Advertising,
Salesperson, Salary, Commission, R&D, New
Model Introduction
• Financial Strategy – Bank Loan, Bonds,
Stocks, Dividends, CD
• Production/Operation Strategy – Training,
Quality and Feature, Scheduling and
Capacity Alternatives
Tables for Strategy Section
– Tables & charts showing your planned
decisions in each area for each quarter of
years 5 and 6 are required.
– Think critically about what to display in table
format and what to describe in writing.
5. Forecast
• Discussion of techniques and assumptions
used
• Entire SPREADSHEETs with regression
analysis (4 spreadsheets for 4 areas)
Forecasting Example
5. Forecast (Cont.)
• Discussion of techniques and assumptions
used
• Entire SPREADSHEETs with regression
analysis (4 spreadsheets for 4 areas)
• Forecasts for INDUSTRY and COMPANY for
next 8 quarters and the total sales in units
and in dollars
5. Forecast (Cont.)
• Discussion of techniques and assumptions
used
• Entire SPREADSHEETs with regression
analysis (4 spreadsheets for 4 areas)
• Forecasts for INDUSTRY and COMPANY for
next 8 quarters and total sales in dollars and
units
– Forecast in dollar needs the price from marketing
strategy
6. Production Planning
• Schedules for 8 quarters of planned
production
– where produced & shipped
– expected beginning and ending inventory
levels in each area.
– spreadsheet from forecasting lecture
• Hints:
– Company Sales = sum of the forecasts in
every area
– Actual Output = scheduled production output
every quarter
Capacity Plan
Lines, shifts, overtime for
each quarter in each
area with a plant
Similarly provide the
inventory table
7. Financial Statements
• Assumptions (syllabus 7a)
– List any assumptions made in preparing pro forma financial
statements for Years 5 and 6
• Financial Statements (syllabus 7b)




Income statements: annual & quarterly
Balance sheets: annual
Cash flow: annual & consolidated quarterly
See the additional financial statements guidance file on
Moodle
• Pro Forma Analysis (syllabus 7c)
– Compare your pro forma results with the Goals/Objectives
– For each of the six performance criteria
Income Statements Annual Consolidated
Overall Appearance & Written Quality
• Professional writing
• Clearly label the title/subtitle of each section
and sub-section
– such as, Section 7, 7.3, 7.3.1.
– Table of Contents is required
• Use tables, graphics, and charts when they
are more effective than narrative for
conveying concepts, analysis, and ideas.
• It is your team’s responsibility to produce a
professional and high quality report.
Hints
• Tools Menu – Financial Planning / Income
Templates OR create your own templates
• Forecasting Exchange Rates by Simple
Regression against time (Quarters 1,2,3..)
• Use our own Forecasting and Production
Template!
Hints (Cont.)
• Everything fits together to the corporate
strategy
• Provide reasons and assumptions for your
decisions and forecasted numbers.
• Integration as a team, not a separate
assignment
Steps to Do 2-Year Plan
1. Formulate Strategies
2. Do Forecasting and Production Planning
3. Fill in Decision Forms for Next 8 Quarters
Prepare Pro-Forma Statements
4. Deduct the Performance Targets for Y5 &
Y6
Deadlines and Submission Instruction
• Submit your team proposed decision forms of
next 2 years
• Submit on Moodle
1- Your two-year plan
2- Excel files of forecasting, production, and financial
statements used for your two-year plan (2 Excel files)
Forecasting Model Selection
M1
1
2
3
4
5
6
7
Model
X1
Time
GDP
Price
Time
Time
GDP
Time
1
2
3
4
5
6
7
Model
X1
Time
GDP
Price
Time
Time
GDP
Time
1
2
3
4
5
6
7
Model
X1
Time
GDP
Price
Time
Time
GDP
Time
1
2
3
4
5
6
7
Model
X1
Time
GDP
Price
Time
Time
GDP
Time
M2
M3
M4
X2
X3
GDP
Price
Price
Price
GDP
X2
X3
GDP
Price
Price
Price
GDP
X2
X3
GDP
Price
Price
Price
GDP
X2
X3
GDP
Price
Price
Price
GDP
# Obs
16
16
16
16
16
16
16
Time
1-16
1-16
1-16
1-16
1-16
1-16
1-16
Adj R-Square GDP
0.78
# Obs
16
16
16
16
16
16
16
Time
1-16
1-16
1-16
1-16
1-16
1-16
1-16
Adj R-Square
# Obs
16
16
16
16
16
16
16
Time
1-16
1-16
1-16
1-16
1-16
1-16
1-16
Adj R-Square
# Obs
16
16
16
16
16
16
16
Time
1-16
1-16
1-16
1-16
1-16
1-16
1-16
Adj R-Square
0.56 ok
Sign
Price
ok
# Obs
8
8
8
8
8
8
8
Time
9-16
9-16
9-16
9-16
9-16
9-16
9-16
Sign
Adj R-Square GDP Price
0.637 X
ok
# Obs
12
12
12
12
12
12
12
Time
5-16
5-16
5-16
5-16
5-16
5-16
5-16
Sign
Adj R-Square GDP Price
0.558 ok
ok
Forecasting Model Selection
M1
1
2
3
4
5
6
7
Model
X1
Time
GDP
Price
Time
Time
GDP
Time
1
2
3
4
5
6
7
Model
X1
Time
GDP
Price
Time
Time
GDP
Time
1
2
3
4
5
6
7
Model
X1
Time
GDP
Price
Time
Time
GDP
Time
1
2
3
4
5
6
7
Model
X1
Time
GDP
Price
Time
Time
GDP
Time
M2
M3
M4
X2
X3
GDP
Price
Price
Price
GDP
X2
X3
GDP
Price
Price
Price
GDP
X2
X3
GDP
Price
Price
Price
GDP
X2
X3
GDP
Price
Price
Price
GDP
# Obs
16
16
16
16
16
16
16
# Obs
16
16
16
16
16
16
16
# Obs
16
16
16
16
16
16
16
# Obs
16
16
16
16
16
16
16
Time
1-16
1-16
1-16
1-16
1-16
1-16
1-16
Time
1-16
1-16
1-16
1-16
1-16
1-16
1-16
Time
1-16
1-16
1-16
1-16
1-16
1-16
1-16
Time
1-16
1-16
1-16
1-16
1-16
1-16
1-16
Adj R-Square GDP
0.78
0.56 ok
Sign
Price
ok
Adj R-Square GDP
Sign
Price
Adj R-Square GDP
Sign
Price
Adj R-Square GDP
Sign
Price
18. TWO-YEAR PLAN (For Years 5 and 6):
Each team will write a Two-Year Plan for Year 5/Quarter 1 through Year 6/Quarter 4. It will be 15-40 pages, double
spaced, plus exhibits. Include seven sections and use the following format:
Title Page – Professor’s name, World number, Team number, group members, date, and company name.
Table of Contents – Indicate page numbers for each section, and provide the location and title of all exhibits. If
you add sections or an Appendix, include them in the Table of Contents.
Number each page, including the Appendix.
1) INTRODUCTION – Provide an overview of the plan and describe the company.
2) ORGANIZATION – Describe the organizational structure and job assignments. Include an organization chart
showing responsibility of team members. Do NOT include fictitious resumes.
3) OBJECTIVES & INDUSTRY ANALYSIS
a)! Provide graphs showing the performance of each company in the industry over the past 8 quarters for $ sales,
net income, ROA, ROE, and stock price. Discus overall trends and the performance of your company
relative to industry averages for each of the above indicators.
b)! Show both Preliminary and Final Weighting Factors. Explain why you selected these weights and explain
any changes between the Preliminary and Final Weights.
c)! For each of the Six Weighting Factors, provide quantified financial objectives for Years 5-6. State “how
much” and “when” for each objective so that the results for Years 5-6 can be measured unambiguously. For
example: Net Income: $5,000,000 for Year 5 and $8,000,000 for Year 6; Stock Price $15.00 at the end of
Year 5 and $25.00 at the end of Year 6.)
4) STRATEGIES – State the mission and broad strategies for your firm. Discuss the functional strategies for
marketing, operations, and finance. Marketing strategies include price, advertising, salary, commission,
hiring, new product models, quality, and features. Financial strategies include dividends, CDs,
issuance/repurchase of shares and bonds. Operations strategies include R&D, training, and assumptions
behind the production plan (overtime, second shift, number of lines, safety stock). An effective strategy is
quantified and guides decision-making. Discuss decision-making models or processes used by your team
members to make decisions.
5) SALES FORECAST – Provide a quarterly sales forecast in units and dollars for the entire industry and for your
company for Year 5 and Year 6, by quarter and with the yearly totals. Include forecasts by the four areas as
well as total sales. Include a Summary Chart that shows the consolidated forecasts in both units and dollars
for the industry and for your company. Describe how the forecasts are computed and outline all the model
equations used. Discuss your choice of the forecasting model. Present the regression results from estimating
the forecasting model as exhibits. Discuss decision-making models or processes used by your team members
to make decisions. Show when you plan to introduce new models.
6) PRODUCTION PLAN- Provide a quantitative quarterly production plan for each of your factories for Year 5 and
Year 6. Provide a summary consolidated production plan (showing total units per quarter) in a table in the
body of your text. Also include a table, which shows changes in plant capacity (lines, shifts, overtime) each
quarter.
10
7) FINANCIAL STATEMENTS
a.! Proforma Assumptions: At the beginning of this section, state each assumption used in calculating your
proformas. For example: Advertising = 1% of quarterly sales; Dividends = $.05 per share every quarter.
These assumptions should be the same as the assumptions in the Strategy section. Do NOT list the
assumptions or equations common to all companies that are listed in the BPG Player’s Manual.
b.! Income Statements, Balance Sheets, Cash Flow Statements: Provide quarterly statements with annual
totals covering Years 3 through 6. The Year 3 and 4 statements will show actuals, while Years 5 and 6
will be pro-forma. Arrange statements in a logical order and explain to the reader how they are
organized. You are required to provide the following:
Income Statements: consolidated quarterly income statements with annual totals.
Balance Sheets: consolidated year-end balance sheets. Cash Flow Statements: consolidated quarterly
cash flow statements with annual totals.
c.! Pro Forma Analysis: For each of the six performance criteria, compare your proforma results in your
financial statements with the Goals/Objectives (Section #3). This tests whether your plan works (i.e.,
whether it achieves your objectives). For example: if your objective was to achieve Net Income of
$5,000,000 in Year 5 and $8,000,000 in Year 6, compare the Net income from the pro forma with these
two objectives. State whether your objectives are met by your plan.
Although Stock Price cannot be measured directly from your pro forma statements, it can be estimated
indirectly. Calculate your historical Price-to-Earnings Ratio (i.e., P/E Ratio) and use that ratio with your
proforma earnings to estimate your future stock price.
8) OVERALL APPEARANCE OF REPORT
Your report must be typed on single sides of white paper. Use graphics and charts when they are more
effective than narrative for conveying concepts, analysis, and ideas. However, do NOT use gratuitous
graphics just because you have a color printer. Be careful to use correct spelling and grammar. All team
members should proofread the report. Often a PC-based spell-checker misses errors. It is your team’s
responsibility to produce a professional looking report.
11
19. GRADING FOR TWO-YEAR PLAN :
5%
1. Introduction
5%
2. Organization
10% 3. Objectives
20% 4. Strategies
15% 5. Sales Forecast
15% 6. Production Plan
25% 7. Financial Statements
5%
8. Overall Appearance of Report
100%
20. TO PREPARE THE TWO-YEAR PLAN:
1.!
Prepare four quarterly industry-wide sales forecasts, one in dollars and one in units for Merica, one in the
local currency and one in units for Nystock/Pandau/Sereno, for Year 5/Qtr 1 through Year 6/Qtr 4, with
adjustments for changes in business indexes and seasonal cycles.
2.!
Prepare quarterly sales forecasts for your firm, in dollars and in units, for Year 5/Quarter l through Year
6/Quarter 4. If you plan to introduce new models, your forecasts must show each different model as a
separate line item. It may be easiest to first estimate market share for each model, and then determine what
percentage of total industry sales you expect for each model. Then multiply your forecasted market share for
each model by the total demand from the industry sales forecast. Develop quarterly sales forecasts in
dollars and units for each area in Merica and local currency and units for Nystock/Pandau/Sereno.
3.!
Prepare a complete quarterly production plan for each of your firm’s products in each area, including
inventory, units of production, anticipated sales, and balance forward. Show personnel assignments, plant
and equipment additions, and inventory planning, etc. Make sure your projections are feasible and that they
help you obtain your objectives.
4.!
Prepare quarterly Income Statements (with yearly totals) and year-end Balance Sheets for Years 3 through 6.
The Year 3 and 4 reports will show actuals and Years 5 and 6 will be pro-forma numbers. Also, prepare
annual Cash Flow Statements for Years 3 and 4 (actuals) and Years 5 and 6 (pro-forma). Prepare
consolidated statements, as well as statements by geographical area.
5.!
Prepare your Goals/Objectives and Strategies sections. Show both your Preliminary and Final Weighting
factors and explain any changes you made between them. Discuss your objectives related to your Final
Weighting Factors. Quantify your objectives in either dollars or in performance ratios. Remember, your proforma statements must show how you successfully reach your objectives. If you cannot get the objectives
and pro-forma statements to agree, you must either change objectives or change strategy. Discuss functional
strategies for marketing, operations, and finance. Prepare the rest of the report.
12
1
BUS 4970 Two-Year Plan Format
Financial Statements
Page 1: Annual Consolidated Income Statements
Year 3 Year 4 Year 5 (forecast) Year 6 (forecast)
Page 2: Annual Consolidated Balance Sheets
Year 3 Year 4 Year 5 (forecast) Year 6 (forecast)
Page 3: Annual Consolidated Cash Flow
Year 3 Year 4 Year 5 (forecast) Year 6 (forecast)
Page 4: Year 5 Quarterly Consolidated Pro Forma Income Statements
Quarter 1
Quarter 2
Quarter 3
Quarter 4
Annual
Page 5: Year 5 Quarterly Consolidated Pro Forma Cash Flow
Quarter 1
Quarter 2
Quarter 3
Quarter 4
Annual
Page 6: Year 6 Quarterly Consolidated Pro Forma Income Statements
Quarter 1
Quarter 2
Quarter 3
Quarter 4
Annual
Page 7: Year 6 Quarterly Consolidated Pro Forma Cash Flow
Quarter 1
Quarter 2
Quarter 3
Quarter 4
Annual
2
Notes on Annual Statements
1) To get the annual income statement, add the quarterly statements for that year.
2) To get the annual balance sheet, do not add the quarterly statements! The annual balance sheet
is identical to the balance sheet for quarter 4.
3) To get the annual cash flow, add the quarterly statements except for the Beginning & Ending
Cash Balance section. The beginning cash balance for the year is the same as the beginning cash
balance for quarter 1. The ending cash balance for the year is the same as the ending cash balance
for the year. Cash flow balances should be the same as Cash on the balance sheet.
Cost of Goods Sold:
Sometimes, students struggle with Cost of Goods Sold when developing their Two Year Plans.
Here are some words of wisdom below from Dr. Kunkel:
In the game, your performance is based upon consolidated results.
The formula is:
Beginning consolidated cost of inventory (at original cost)
Plus: Cost of goods manufactured (at original cost, not cost of purchases at cost plus 20%)
Equals: Cost of goods available for sale (at original cost)
Minus: Consolidated cost of ending inventory (at original cost, not cost plus 20%)
Equals: Cost of Goods Sold (at original cost)
World 82
ANNUAL INDUSTRY REPORT
06-27-2019
Year 4 Quarter 4
BUSINESS POLICY GAME, 7TH EDITION
14:07:49
G
‘ 2016 by Richard V. Cotter, David J. Fritzsche and Simon Rodan
—————————————————————————Year
1
2
3
4
1708
1708
1708
1708
1708
2391
2391
2391
2391
2391
3262
1446
4356
3167
3889
2900
3906
4661
2818
2946
CERTIFICATES OF DEPOSIT($000s)
Company 1
500
1000
Company 2
500
1000
Company 3
500
1000
Company 4
500
1000
Company 5
500
1000
0
0
1000
0
1500
0
0
1000
2000
1500
ACCOUNTS RECEIVABLE($000s)
Company 1
1520
1847
Company 2
1520
1847
Company 3
1520
1847
Company 4
1520
1847
Company 5
1520
1847
2258
2885
2205
1989
2496
3176
4586
2600
2094
3232
INVENTORY($000s)
Company 1
Company 2
Company 3
Company 4
Company 5
746
746
746
746
746
1001
1197
577
2054
588
309
1066
911
127
540
TOTAL FIXED ASSETS($000s)
Company 1
9363
8832
Company 2
9363
8832
Company 3
9363
8832
Company 4
9363
8832
Company 5
9363
8832
11380
12445
8283
10196
9899
11275
11154
8564
9395
11367
TOTAL ASSETS($000s)
Company 1
13417
Company 2
13417
Company 3
13417
Company 4
13417
Company 5
13417
17901
17973
16421
17406
18372
17660
20712
17736
16434
19585
5000
2000
2000
2000
2000
4000
1500
2000
2000
2000
CASH($000s)
Company 1
Company 2
Company 3
Company 4
Company 5
326
326
326
326
326
BONDS OUTSTANDING($000s)
Company 1
2000
Company 2
2000
Company 3
2000
Company 4
2000
Company 5
2000
14816
14816
14816
14816
14816
2000
2000
2000
2000
2000
World 82
ANNUAL INDUSTRY REPORT
06-27-2019
Year 4 Quarter 4
BUSINESS POLICY GAME, 7TH EDITION
14:07:49
G
‘ 2016 by Richard V. Cotter, David J. Fritzsche and Simon Rodan
—————————————————————————Year
1
2
3
4
TOTAL EQUITY($000s)
Company 1
10492
Company 2
10492
Company 3
10492
Company 4
10492
Company 5
10492
11686
11686
11 …
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