STRATEGIC PLANNING

BUSINESS SCHOOL

Course: strategic planning

Subject: final exam project

Teacher: Manuel Ignacio velazquez Bermeo

Students:
- Borda Aching Venus Sulla
-
-
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2021

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QUALIFYING ACTIVITY - EF
FINAL EXAM

I. INFORMATIVE DATA:
Title : Case study "PROFIT - FITNESS FOR RESULTS ".
Type of participation : GRUPAL
Delivery time Fifteenth week of class (Week 15)
Means of presentation : Virtual classroom / Main menu / Final Examination
Rating : 0 to 20 - 40 % of the final average

II. EVIDENCE OF LEARNING:

Present an essay in which you explain a diagnosis of The Profit company, design a SWOT
matrix for both business models, identified in the case study with at least 4 variables for
each quadrant and make a decision based on the design of an EFE and EFI matrix, PEYEA
matrix, GE matrix and MCPE matrix.

III. INDICATIONS
For this activity should be considered:

1. To comprehensively review the content of modules 3, 4, 5, 6, 7 and 8 on strategy

analysis and evaluation:

 EFE and EFI matrix

 PEYEA Matrix
 GE Matrix
 SWOT Matrix
 MCPE Matrix

2. The Profit case study with video can be found at the following link:
https://www.facebook.com/elblogderaffo/videos/1142526489137268

3. The test must comply with the following scheme:

- Chapter 1: Introduction
o The introduction should present the following elements: the objective to be
achieved and its importance for making a decision regarding the future of the
GYM and the cookies. The document must be addressed to the owner of the
establishment. The role of you and your group is that of a team of consultants
specializing in strategic planning.

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- Chapter 2: Development Describe how the company performs and presents the
activities, highlighting what is favorable and the opportunities for improvement for
both the GYM model and the cookies:
o .
o Prepare a SWOT matrix with the initial situational analysis of the company
with at least 4 characteristics for each quadrant for the GYM and another for
the cookies.
o Elaborate an EFE and EFI matrix based on the initial situation of the
company.
o Develop a PEYEA matrix.
o Elaborate a GE matrix.
o Elaborate an MCPE matrix.

- Chapter 3: Conclusions (minimum 5) and recommendations (minimum 5).

- Bibliography, which must be presented in APA format.

4. Conditions for shipment:

 The document must be submitted in WORD (.doc) format.
 Save the document with the following name:
EF_(course name)_Group(each group puts the name of its team)
Example: EF_Strategic_Planning_StakeholdersGroupLatinAmerica

5. Be sure to send the correct file and comply with the conditions of shipment; otherwise,
there will be no option for later claims.

NOTE:
If the team commits any type of plagiarism, its automatic score will be zero (0).

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Chapter 1
INTRODUCTION:

Pro Fitnets is an establishment where you do sports and has qualified staff, being a
personalized training the quality of service is good and limited to the consumer because the
schedule of their intervals does not exceed a shift, as well as non-human work tools (bars,
dumbbells).
The challenge facing the owners Michael and Tina is to solve the debt and the lack of customers
as well as the organization in the store itself because the distribution of tasks covers in disorder
and the partner Marcus finds a business opportunity to promote and facilitate investment and
through new proposals in the work by positioning Tina exclusively in the protein cookies and
Michael for the administration of the GYM.
As a result of the new prospectus, when the family business was evaluated, a series of errors
were identified, be it in the design of the gym, personal ego in the positioning of the business,
man-hours lost due to not using the installed capacity at 100% and consequently the
generation of constant losses of money due to the accumulation of rent payments and loans.
It is important to establish the positioning and define which and how many of these services to
offer, or to decide whether to specialize in a specific one.

Chapter 2
DEVELOPMENT:

PRO FITNES, a company that provides personalized fitness training services,is owned by
Michael and Tina, a married couple who manage all their processes in a very empirical way,
both in the exercise activities and in the products they offer to their clients, such as protein
cookies that have a very simple packaging presentation.
The family business is managed by Michael, who is directly responsible for the training. He
overshadows Tina because he has a very high personal ego that leads him to make a series of
mistakes when making decisions, he has no knowledge of the business, much conformism and
fear of change not allowing him to offer a better service to his customers, generating many
losses and accumulating debts for renting the premises and financial loans.
The business at this stage is very rudimentary and has little technical support and little vision
for growth.
In the meantime, MARCUS arrives, an entrepreneur who takes interest in the Pro fitnes
business, makes a preliminary diagnosis of the processes within the business, noticing
immediately the lack of business notion of one of the partners, in addition to the very
impetuous and egocentric personality.
The study immediately highlighted Michael's tenacity and training endurance, and the cookie is
a good product with a very pleasant taste.

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To all this the entrepreneurial partner gave a twist, planted new objectives, established new
rules in the work, in a first stage constitutes a commercial alliance with his own business with
the introduction of some snacks that links with nutrition and healthy food. It can be
complemented with a cafeteria area - with a healthy offer of snacks, energy shakes, include a
wellness area with spa, offer massage, nutrition and physiotherapy services.
Meanwhile, the quality of the gym's services improves with a new proposal within the
multidisciplinary facilities with the incorporation of machines with technology, to provide users
with a high quality service with better results and a conducive environment guided by highly
trained professionals.
With the intervention of professionals in the design, evaluation and expansion of the business,
losses are reversed, and changes are introduced for rapid growth, improvement in the quality
of the diversified offer, through the formula of concession to private companies and, finally, the
response of the independent entrepreneur who, seeing these changes in the sector, has made
important investments to improve his facilities and has evolved in his business concept.Finally,
the response of the independent businessman who, seeing these changes in the sector, has
made important investments to improve his facilities and has evolved his business concept.
Provides knowledge in the areas of training and physical conditioning. Capable of planning and
executing methodologies, designing physical training programs and transferring the skills and
aptitudes required to perform these tasks. is knowledgeable in nutrition and dietetics and has
the ability to evaluate balanced and healthy diets. With great human sense towards people and
personal self-development, suitable to identify and propose solutions to food and nutritional
problems, in order to contribute to the promotion, prevention, recovery of health and nutrition
of people. In addition, he is a financial analyst with a background in advertising, specializing in
accounting operations, inventory control and calculating financial projections in the fitness
market, has the ability to make decisions, to manage different groups, to interact with people,
and has contacts in the fitness industry that can contribute to obtaining information and
affiliate growth in the new and remodeled company.

SWOT:

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FORTALEZA OPPORTUNITY

o Highly competitive partners and o Possibility of changes in the original

trainers business
o Experience in customized trainings o Growth potential
o Nutritional food with good taste o Entering new markets
o Investor partner with a vision for o Placement of your products with
change and knowledge of the wholesalers
business o Adequacy, change and restructuring
o Customer portfolio and commercial of premises
alliance

WEAKNESS THREAT

o Lack of good organization o Loss of customers due to lack of

o Lack of knowledge of the business business knowledge
o Lack of customers o Lack of management capacity
o Debt without financial backing o Inability to obtain new loans
o Lack of equipment o Lack of equipment impregnation with
technology
o Failure to adapt to changes

GE MATRIX

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IV. EVALUATION RUBRIC:

The assignment of the maximum score to each criterion is applicable if the criterion is met
at a satisfactory level. The course instructor determines the score for each item according
to his or her expert judgment.

LEVELS OF ACHIEVEMENT
CRITERIA
SATISFACTORY IN PROCESS IN HOME

It specifies in a complete, clear and precise way It partially specifies 2 of the following Incompletely specifies the introduction of
the introduction of the essay, the importance for elements: the introduction of the essay, the the trial, the importance for decision
future decision making of both business models, importance for decision making of both making of amnos business models and
Introduction as well as the presentation of the consulting business models as well as the presentation the presentation of the consulting team
(4 points) team as a specialist in strategic planning. of the consulting team as a specialist in as
strategic planning.

4-3 2 1–0

Describe correctly and in a critical and sustained Partially describes, depending on the Incompletely describes, according to the
manner, according to the company analyzed, the company analyzed, 3 or 2 of the following 6 company analyzed, 1 the following 6
following 6 contents, required in Chapter 2 for contents required in Chapter 2: contents, required in Chapter 2:
both business models of The Profit:
a) Describe how activities are a) Describe how activities are
a) Describe how activities are performed performed and presented in the performed and presented in the
and presented in the company, company, highlighting what is company, highlighting what is
highlighting what is favorable and the favorable and the opportunities for favorable and the opportunities
opportunities for improvement. improvement. for improvement.
b) Prepare a SWOT matrix with the initial b) Prepare a SWOT matrix with the b) Prepare a SWOT matrix with the
Content situational analysis of the company with initial situational analysis of the initial situational analysis of the
development at least 4 characteristics for each company with at least 4 company with at least 4
quadrant. characteristics for each quadrant. characteristics for each
(6 points) c) Elaborate an EFE and EFI matrix based c) Elaborate an EFE and EFI matrix quadrant.
on the initial situation of the company. based on the initial situation of the c) Elaborate an EFE and EFI
d) PEYEA Matrix company. matrix based on the initial
e) GE Matrix d) PEYEA Matrix situation of the company.
f) MCPE Matrix e) GE Matrix d) PEYEA Matrix
f) MCPE Matrix e) GE Matrix
f) MCPE Matrix

6-4 3-2 1-0

Describes in an orderly fashion the main ideas, Partially, but comprehensively describe the Describes ambiguously the main ideas,
returning to the objective of the essay and listing main ideas, recalling the objective of the the objective of the essay and/or its
Conclusions your findings. essay and listing your findings. findings.
and
Recommend It also describes those aspects that can or It also indicates those aspects that can or
ations should be taken into account in the future, as should be taken into account in the future, as No recommendations.
(5 points) part of its recommendations. part of its recommendations.

5–4 3-2 1-0

The paper considers the following parts of the The paper partially considers the following The document presents the content,
trial: parts of the trial: moderately complying with the format
- Introduction - Introduction requested for the essay.
Structure of - Development - Development
the - Conclusions and Recommendations - Conclusions and Recommendations Does not include bibliography.
document
(3 points) In addition, the bibliography is updated and in In addition, it presents the updated
APA format. bibliography with or without APA format.

3 2 1–0

It presents a clear writing, with logical order and It presents a moderately clear writing, with It presents an unclear writing, without
Writing and fluency in the transition of ideas. logical order and fluency in the transition of logical order or fluidity in the transition of
spelling ideas. ideas.
(2 points) There are no grammatical or spelling errors,
which makes the essay easier to read. In addition, it presents some grammatical or In addition, it presents several

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spelling errors, which does not make the grammatical or spelling errors, which
essay easier to read. impedes the reading and comprehension
of the essay.

2 1 0

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