Homework
JWI 599: Business Analytics and Capstone
Assignment 3
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University.
JWI 599 – Assignment 3 (1244) Page 1 of 3
Assignment 3: Overview of the Strategic Plan
Due: Monday, 9:00 am (eastern), Week 9 (20% of Course Grade)
Overview
In this assignment, you create the third component of your Board Brief, an overview of your strategic plan.
The purpose of the overview is to give Board members a preview of the key changes you will make in order
to implement your plan, and to explain how these changes will impact the organization. This information
enables your Board to come to the meeting better prepared and to ask more informed questions. Your
overview must be clear and complete enough that it makes sense, but it should not be overly wordy.
Your instructor will review your strategic plan and will provide comments and questions where needed to
help you strengthen your presentation. You will be given these questions in advance of your presentation
and will be expected to address them in your delivery.
Instructions
1. Building on your previous submissions, include an additional 3 to 4 pages to take the analysis work
you have done in the first two assignments and turn it into an actionable plan.
2. An effective plan overview will include:
a. A clear and compelling opening statement (executive summary) that explains the strategic
initiative
b. A high-level outline of your implementation plan, including costs, impact on operations, ROI
projections, competitive advantage, and risks associated with the plan, along with your
mitigation plans
c. A reminder of the challenges and opportunities facing the organization and how your
proposed plan will address these
d. Enough information to allow Board members to prepare for the upcoming meeting and to
formulate additional questions
e. A summary statement recapping why the proposed strategic initiative is necessary and
specifying the approvals being sought at the upcoming Board meeting
JWI 599: Business Analytics and Capstone
Assignment 3
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University.
JWI 599 – Assignment 3 (1244) Page 2 of 3
Formatting and Submission Requirements
NOTE: Use the Board Brief Checklist in the course shell to ensure that you have included the required
content, from each of the three assignments in this course, in your final Board Brief.
• Submit your work in Word
• Include a cover page containing the title of the assignment, your name, your professor’s name, and
the course title and date
• Include a references page with your sources
• The cover page and the references page are not included in the required page length
• Use professional font (Times New Roman or Arial), 10-12 font size, and double-space
• Headings are used to identify main topics and subtopics
• Paragraphs are separated by a single space
JWI 599: Business Analytics and Capstone
Assignment 3
© Strayer University. All Rights Reserved. This document contains Strayer University confidential and proprietary information and may not be
copied, further distributed, or otherwise disclosed, in whole or in part, without the expressed written permission of Strayer University.
JWI 599 – Assignment 3 (1244) Page 3 of 3
RUBRIC: Assignment 3
CRITERIA
Unsatisfactory
Low Pass
Pass
High Pass
Honors
1. Executive
Summary/
Opening
Statement
Weight: 10%
Executive summary
was missing or off-
topic
Executive summary
covered main points,
but was disorganized
or overly detailed
Executive summary
provided a basic
synopsis of the
strategic plan
Executive summary
provided an excellent
synopsis of the
strategic plan
Met HP criteria plus
displayed an
engaging style that
indicates a powerful
opening that will grab
the audience
2. Plan Outline
Weight: 30%
Missing, incomplete,
or unrealistic
explanation of the
strategic plan
Strategic plan was
outlined, but lacked
substantive rationale
for key choices and
actions
Strategic plan was
outlined; included
basic rationale and
information on key
choices and actions
Strategic plan
included a clear and
well-reasoned
rationale; included
key information on
strategic choices and
actions
Strategic plan is
justified by keen
insight into market
dynamics and
competitors’
strengths, and
provided a viable
solution for both
near-term and long-
term growth
3. Financials
Weight: 20%
Performed no
financial calculations
or made substantive
errors
Financial models
and calculations
included minor errors
or assumptions
which did not
materially impact the
strategic plan
Correctly performed
all basic financial
calculation and
modeling
Met Pass criteria plus
included detailed
calculations that
correctly and
accurately
summarized the
financial health of the
organization
Met HP criteria plus
included
comprehensive
forward-looking
calculations of
payback relative to
IRR and other key
performance metrics
4. Competitive
Advantage
Weight: 15%
Did not identify
impact on
competitive strength
or presented
assertions not
supported by data
Identified potential
impact of the
strategic plan move
on competitive
advantage, but did
not address
sustainability of
advantage
Identified potential
impact on
competitive
advantage and
provided basic
insights into the
ability of competitors
to match move(s)
Clearly explained the
sustainability of the
move(s) and why
competitors will not
easily be able to
match
Met HP criteria plus
offered additional
valuable insights into
evidence supporting
the sustainability and
superiority of the
strategic plan
5. Risk
Weight: 15%
Incomplete or
unclear synopsis of
any of the most
important strategic
risks
Risk analysis was
superficial,
demonstrating only a
basic understanding
of the threats to the
proposed strategic
plan
Risk analysis
demonstrated basic
understanding of
risks and the upside
opportunity relative to
that risk
Clearly explained
potential for risk, risk
impact on the
organization, and
plan for risk
mitigation
Met HP criteria plus
explained why
proposed plan is
superior to other risk-
reward options
6. Summary
Weight: 10%
Missing, incomplete,
or unclear summary
Summary was vague
and/or failed to
connect key
elements of the plan
Summary provided a
basic recap of
connection of key
elements of the plan
Summary recapped
key elements and
drew the Board Brief
to a clear and
concise close
Met HP criteria plus
presented an
inspiring and
compelling call to
action that this is the
plan that will take the
organization forward
