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TEXARKANA VOLUNTEER CENTER SITUATION ANALYSIS

Project Objective:

The report is to be a situation analysis for the Texarkana Volunteer Center (http://www.txkvolctr.org).  This report should maintain focus on the marketing environment and should be suitable as the first part of a larger strategic or business plan.  The attached outline should also provide some guidance, but strict adherence to this outline is not required if the presentation is appropriate for our client.  This is not a creative writing assignment; it is a technical writing assignment.  Length is expected to be no more than about 25 double spaced pages of text (exclusive of appendices).

All reports must have some sort of introduction that explains the nature, focus, and objective of the report to the reader.  The body of all reports must in some way address opportunities and threats in the environment and address the strengths and weaknesses of our client.  All reports must also end with some sort of recommendation. That is, the report should lead to some speculation regarding the outlook for our client organization, the direction which should be set for the organization, and possibly some suggestions regarding how it is that the organization could go about heading in this direction.

Although some sort of recommendation is required, most of the text of the report will be associated with a scan and assessment of the current environment.  Note that a report that ends with a negative outlook can be as valuable as a report that ends with a positive outlook.

The Assignment:

  1. Students will work in teams of four or five members.  An individual evaluation form is attached, but it is expected that each team member will receive the same grade on the entire finished product.  This evaluation is primarily for the professor's on-going quest to understand the problems and issues associated with team work.  However, the professor does reserve the option to differentiate in assignment of grades if the evaluations provide enough indication that such action is warranted.  This has been an extremely rare occurrence in the past.

  2. This is a real world assignment.  The initial draft of the written report will be scored in large part on the professor's perception of the usefulness and acceptability of the report to the real client within the framework that this is to be a situation analysis.  A common problem is that students tend to include irrelevant and inappropriate material in a report to show evidence that some particular concept has been learned in the course.  Note that a minimal requirement is that reports be relatively free of problems of grammar, spelling, typing, and such.  Do not fabricate material for the sake of creating a report.  Again, remember that this is not a creative writing assignment but is a technical writing assignment.

  3. The exact format of the finished report is of the team's own choosing.  Although a suggested format for a situation analysis is attached for guidance, it is not necessary that this be followed exactly.  HOWEVER, the attached outline does cover the major issues that are expected to be important to our client; whatever format that you choose must be appropriate for this assignment.  Other published formats commonly called "situation analysis," "market analysis," "environmental analysis," "business plan," and such might or might not be appropriate and acceptable.  No two finished reports would be the same, and it is unlikely that a report could ever be constructed to exactly fit an imposed outline.

  4. ALL facts in the report must be substantiated except those that are obviously common knowledge.  This necessarily requires that the source of information be cited (footnoted). Watch for statements that lend themselves to red-ink comments such as, "says who" or "I disagree."  For example, if a statement is made that the local economy is likely to get better or worse over the next five years, then the report MUST indicate the source of this expectation.  Additionally, related questions associated with substantiating this statement might have to be answered, e.g., Who expects this?  How did this person or organization or publication arrive at this expectation?  How many others agree with this expectation?  How many others disagree?  If the speculation is your own, be sure that it is substantiated with charts, graphs, tables, or figures that indicate the source of the information contained therein.

  5. You are required to cite all sources of information.  A less obtrusive method of citing in a business report is to list the references at the end of the report in a numbered list: List all sources at the end of the report in alphabetical order.  Number them in this order, starting the list with number 1.  Whenever a statement is made that must reference that source, indicate the source by a number in parentheses after the statement, like this (12).  Note that the first time in a report that a source is referenced, the number is not necessarily (1), the second is not necessarily (2), etc.  Also note that the same source may appear multiple times in the same report, like this (23).  If several sources support the same statement, they should all be included like this (4, 7, 12, 15); a greater number of sources often strengthens an assertion.  If several statements are made in the same paragraph that use the same source, list that source only once after all such statements within a single paragraph.  That is, do not source this (8) and this again (8) for two separate issues that are included in the same statement.

  6. You must submit a folder with your report which contains a copy of any documents that you reference.  For example, if you reference demographic statistics which were obtained from the CIA web site, then you must include a printed copy (clearly identified) of the web page which contained that information.

  7. As a point of reference, a typical environmental report for a large established industry is 25-30 double-spaced pages in length.  However, the practical usefulness of an environmental report is not necessarily a function of its weight.  Different people have different writing styles; different perspectives on the organization might require more or less detail in analysis.  Different time constraints and working environments also would necessarily yield more or less detail.   There are times when no stone should be left unturned; this is not one of those times.  Neatness (defined as good grammar, punctuation, spelling, etc.), however, is always important in business writing.  A minimal requirement of the report is that it be free of blemishes in grammar, spelling, and such.   You are asked to submit a report that is no more than 25 pages in length, but you are not asked to necessarily reach that limit.

  8. The written report must be double spaced with one inch margins.  Length will vary by the style of font that is used. Since the professor wears bifocals, Courier 12-point is the preferred font.  Left justification with a ragged right edge is preferred for readability.  Please do not use any sort of report folders; use plain white paper with a single staple in the top left corner.

  9. The written report is due in class on 27 JUL.  It will be marked and scored by the professor and returned in a day or two.  You are expected to use the feedback given to you in the report to write a better report for submission to the client and to make a better presentation.  Your presentation will be made in a dress rehearsal to the class on 5 AUG; the dress rehearsal is merely for feedback and will not be scored.  You will then make a formal presentation to the class client in the last class on 7 AUG, and this will be scored for a grade.


. . . . . . . . . . SUGGESTED COMPONENTS OF THE SITUATION ANALYSIS

  1. Introduction and Overview

    • focus of the report
    • objective of the report
    • brief summary of the report

  2. Organizational-level situation analysis

    • mission and objectives
    • portfolio analysis
    • resources and competencies
    • organizational weaknesses

  3. Analysis of environmental opportunities and threats

    • demographic
    • sociocultural
    • economic
    • technological
    • competitive
    • political
    • legal and regulatory
    • etc.

  4. Product-level situation analysis

    • Consumer/customer analysis

      • who buys?
      • why do buyers buy?
      • how do buyers make choices?
      • what are bases for market segmentation?
      • what are potential target markets?

    • Competitive analysis

      • who are direct competitors?
      • who are indirect competitors?
      • what is the likelihood of new competition?
      • what is the intensity of competition?
      • what are competitors' advantages and disadvantages?

    • Market measurement

      • estimate market potential
      • determine potential of each geographic area
      • assess trends
      • make forecasts

  5. Summary and Recommendations

    • define opportunities and threats
    • define strengths and weaknesses
    • suggest objectives or future direction
    • suggest strategy for reaching objectives
    • suggest means to implement strategy

Adapted from Guiltinan and Paul (1990), Marketing Management: Strategies and Programs, New York: McGraw-Hill.