Section One – Background
Briefly state the salient facts of the case in narrative form – include history and pertinent
background information. Be concise and precise.
Approximately 2 pages 10 pointsSection Two – Problem Statement
Briefly state the central problem in narrative form, and then list the symptoms of the problem.
Approximately 1 page 10 points
Section Three – SWOT Analysis
Bullet and list in rank order – the strengths, weaknesses, opportunities and threats relating to the
case. Label the bullets using the information in the text and related Power Points.
Four lists 20 points
Section Four – Financial Analysis (aka the numbers!)
Generate a minimum of 3 financial ratios and formulas. Clearly and accurately VISUALLY
present your findings. Include explanations of your results as well as your rationale for choice
in terms of formulas.
Number of charts, graphs will vary. 10 points
Section Five – Alternative Solutions
List a minimum of 5 alternative solutions and at least 3 benefits or consequences (pros/cons) for
each potential solution. Note – “do nothing” is NOT a solution!
Five lists 20 points
Section Six – Conclusion and Recommendations
Part A. Stock Analysis
Intro – For this investment: Briefly describe the company, type of fund, etc.
Body – Create a graph illustrating the investment’s activity for the given time period.
Conclusion – Indicate your profit/loss for this investment. Provide a brief overview of your
findings – as a team, what did you learn? Discuss any world events that could account for your
profit/loss.
Part B. Design an action plan to solve the original problem within the case. Consider the ideas
from section five and justify your suggestions. (Risks/Rewards) You MUST include original
research to update the case.
Whatever it takes – this should be the longest portion of your analysis. 30 point
5 pages
