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For this project, you will be creating a situation audit of your own organization. You will prepare to conduct your audit over the next 12 steps of this project, during which you will review various aspects of your organization, including its mission, goals, and values. You will be given the opportunity to submit different parts of your audit for instructor feedback prior to submitting your final situation audit. Read the full description of the final deliverable and the steps to completion.

Begin your situation audit by going to Step 1: Organize Your Work.

When you submit your project, your work will be evaluated using the competencies listed below. You can use the list below to self-check your work before submission.

1.3: Provide sufficient, correctly cited support that substantiates the writer’s ideas.

1.6: Follow conventions of Standard Written English.

6.3: Analyze an organization’s internal strengths and weaknesses for strategic value.

6.4: Develop and recommend strategies for an organization’s sustainable competitive advantage.

8.1: Evaluate major business/organizational systems and processes and make recommendations for improvement.

8.3: Identify and distinguish among organizational structural types and their respective implications for performance.

9.1: Design organizational structures, systems, and processes that support the strategic goals of the organization.

9.2: Evaluate how human capital serves as a source of competitive advantage.

10.2: Analyze financial statements to evaluate and optimize organizational performance.

10.3: Determine optimal financial decisions in pursuit of an organization’s goals.

I would be using STERLING BANK PLC as a case study.

Step 1 – Student Expectations

Students are expected to find the information required to address the specific questions they are required to answer at each step of the project. The primary purpose of Project 2 is for students to demonstrate they understand and can apply the key MBA concepts and course materials found throughout Project 2 to their particular organization. Project 2 is not complete until the key MBA concepts and course materials provided within each step have been applied, as applicable, to the student’s organization.

It is the student’s obligation to demonstrate (1) an understanding of the organization selected for analysis and (2) explain, apply, and integrate the key MBA concepts found in provided course materials to their organization. Examples of how the MBA concepts and course materials apply to an organization are expected. All sources used should be properly (APA) cited in-text and listed in a reference section.

Final Deliverable Instructions: A Situation Audit and Preliminary Analysis of Key Factors

Your boss has tasked you with preparing a situation audit that presents an overview of your organization (or an approved alternative). In this report, you’ll focus on analyzing several key internal factors that, taken together, provide a portrait of your organization. The information you will rely on for this report must be publicly available or available for review by faculty, as necessary.

Format Requirements

Use the Situation Audit Template provided below. Your Situation Audit report will be 18 to 22 double-spaced pages, excluding a required cover page, a brief executive summary, and a list of references. See Executive Summaries for guidance on writing this section. You may also use appendices for helpful supplementary information, but these will not be included in the page limit for this report. Use APA formatting for in-text citations and references.

Step 2: Establish Key Organizational Facts

Step 3: Identify Mission, Vision, Values, and Goals

Step 3: Identify Mission, Vision, Values, and Goals

Step 4: Analyze Organizational Strategy and Objectives

Step 5: Identify Strategy Types and Competitive Advantage

Step 6: Determine Organizational Size and Structure

Step 7: Analyze Critical Resources

Step 8: Examine Leadership, Governance, and Management

Step 9: Evaluate Strengths and Weaknesses

Step 10: Explore Capacity for Learning and Change

Step 11: Form Conclusions and Recommendations


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