W5-C3
University of California, Riverside
Strategic Business Plan
March 2021
, iHear Strategic Management Team
Ruiyang Yan Jiyuan Ma Akshay Shetty Yingjun Gu
CEO & CFO CMO COO CAO
Nischal Thapa Dr.Sean Jasso
CHRO Faculty Advisor
, Table of Contents
1. Executive Summary 2
1.1 Purpose of the Plan 2
1.2 Brief Performance Update 2
1.3 Company Description 2
2. Mission and Vision 3
2.1 Mission 3
2.2 Vision 3
3. External Analysis 3
3.1 Macro-environment: Economy 3
3.2 Macro-environment: General Demographics 3
3.3 Macro-environment: Legal and Regulatory 3
3.4 Business Environment: Target Market 4
3.5 Business Environment: Size of Market 4
3.6 Business Environment: Competitors 4
3.7 External Factor Analysis 5
4. Internal Analysis 5
4.1 Marketing 5
4.2 Finance and Accounting 5
4.3 Production and Operations 6
4.4 Personnel 6
4.5 Organization and General Management 6
4.6 Internal Factor Analysis 6
5. SWOT Analysis - TOWS Matrix 7
6. Objectives & Goals, Strategies, Tactics, and Policies 7
6.1 General Company Goals and Strategies 7
6.2 Marketing Goals and Strategies 8
6.3 Operations Goals and Strategies 8
6.4 Finance Goals and Strategies 9
6.5 Human Resources Goals and Strategies 9
7. Funds Required and Its Use 10
8. Summary Financial Data 10
9. Appendices Tables 11
9.1 Pro Forma: Consolidated Income Statements 11
9.2 Pro Forma: Consolidated Cash Flow Statements 13
9.3 Pro Forma: Consolidated Balance Sheets 13
9.4 Sales Forecast 14
9.5 Balanced Scorecard 14
9.6 EFAS Table 15
9.7 IFAS Table 15
10. The “Goal Attainment Report” 16
1
University of California, Riverside
Strategic Business Plan
March 2021
, iHear Strategic Management Team
Ruiyang Yan Jiyuan Ma Akshay Shetty Yingjun Gu
CEO & CFO CMO COO CAO
Nischal Thapa Dr.Sean Jasso
CHRO Faculty Advisor
, Table of Contents
1. Executive Summary 2
1.1 Purpose of the Plan 2
1.2 Brief Performance Update 2
1.3 Company Description 2
2. Mission and Vision 3
2.1 Mission 3
2.2 Vision 3
3. External Analysis 3
3.1 Macro-environment: Economy 3
3.2 Macro-environment: General Demographics 3
3.3 Macro-environment: Legal and Regulatory 3
3.4 Business Environment: Target Market 4
3.5 Business Environment: Size of Market 4
3.6 Business Environment: Competitors 4
3.7 External Factor Analysis 5
4. Internal Analysis 5
4.1 Marketing 5
4.2 Finance and Accounting 5
4.3 Production and Operations 6
4.4 Personnel 6
4.5 Organization and General Management 6
4.6 Internal Factor Analysis 6
5. SWOT Analysis - TOWS Matrix 7
6. Objectives & Goals, Strategies, Tactics, and Policies 7
6.1 General Company Goals and Strategies 7
6.2 Marketing Goals and Strategies 8
6.3 Operations Goals and Strategies 8
6.4 Finance Goals and Strategies 9
6.5 Human Resources Goals and Strategies 9
7. Funds Required and Its Use 10
8. Summary Financial Data 10
9. Appendices Tables 11
9.1 Pro Forma: Consolidated Income Statements 11
9.2 Pro Forma: Consolidated Cash Flow Statements 13
9.3 Pro Forma: Consolidated Balance Sheets 13
9.4 Sales Forecast 14
9.5 Balanced Scorecard 14
9.6 EFAS Table 15
9.7 IFAS Table 15
10. The “Goal Attainment Report” 16
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