Welcome to strategy.sjsu.edu

Class schedule


Aug 23rd, 2018
(Thursday)
1. Introduction to the Course and the Simulation
To prepare: Buy the edited version of "Rothaermel: Strategic Management, 3rd edition" ISBN 9781307327465
Download - “Supplemental Readings in Strategy”
Download - Business Policy Game manual
Class agenda:
  • Information you will need
    • Text book - On-line, customized version of Frank Rothaermel’s book “Strategic Management 3rd edition Concepts and Cases”
    • Other required reading - accumulated handouts in “Supplemental Readings in Strategy”
    • Cases
  • Culminating Experience: The Business Policy Game Simulation
  • Assignments and Exams
  • Sumitting assignments using Canavas (not for score summary)
  • Grading
  • Teams

  • Introdution to the Business Policy Game
    • Key functions
      • Sales & marketing, demand forcasting
      • Production and operations management, scheduling and capacity planning
      • Accounting, financing and cash flow management
    • Software interface
    • Marketing mix
    • Demand forecasting
  • Four ‘quick fire’ quarters
  • Decision Schedule

  • Quick run-through of the 360 evaluation interface
  • Aug 30th, 2018
    (Thursday)
    2. Generic Strategies, Scale and Learning
    To prepare: Rothaermel, Chapter 6 "Business Strategy: Differentiation, Cost Leadership, and Blue Oceans"
    Supplemental Readings, Chapter 7, "Generic Strategies"
    Rothaermel, Chapter 1 "What Is Strategy, and Why Is It Important?
    Class agenda:
  • Lecture / discussion – Generic strategies
  • Video – Fiat Chrysler Warren Plant Press ~ 00:10-01:00. 02:11-02:22
  • Lecture / discussion – Profitability, Scale and Learning
  • Presentation slides: Generic strategies
    Profitability, Scale and Learning
    Sep 6th, 2018
    (Thursday)
    3. Self-study
    To prepare: Accounting exercise
    Class agenda:
  • Review what you have learned about financial accounting statements from your B20 class
  • Use this to solve the problems in the "Accounting" exercise
  • In-class exercise – Financial accounting exercise ( download the questions here: Accounting exercise )
  • Assignments due: Financial accounting exercise
    Sep 13th, 2018
    (Thursday)
    4. Sales Forecasting
    Class agenda:
  • What should we be forecasting?
  • Factors that affect sales
  • Seasonality
  • Building a one quarter model
  • Extending to a 12 quarter forecast
  • Sep 20th, 2018
    (Thursday)
    5. Industry and External Analysis
    To prepare: Frank Rothaermel, Chapter 3 "External Analysis: Industry Structure, Competitive Forces, and Strategic Groups"
    Chapter 1, “Competitive Strategy”, Porter, M. E. (1980), Free Press
    Supplemental Readings in Strategy: Chapter 4 "Porter's 5 forces"
    Supplemental Readings in Strategy: Chapter 5 "More on Bargaining Power of Buyers"
    Exide case (up to "Manufacturing, Employees, and Facilities")
    Class agenda:
  • External Analysis
  • Negotiation exercise
  • Case discussion – Exide case (up to "Manufacturing, Employees, and Facilities")
  • Presentation slides: Industry Analysis
    Sep 27th, 2018
    (Thursday)
    6. Internal Firm Analysis - The Resource Based View
    To prepare: Frank Rothaermel, Chapter 4 "Internal Analysis: Resources, Capabilities, and Core Competencies"
    Supplemental Readings in Strategy, Chapter 6, "The Resource Based View"
    TeleDanmark in 1995
    The Air Express Industry
    Airborne Express in 2002
    Class agenda:
  • Internal Analysis
  • Please read The Air Express Industry for the industry background to Airborne Express case
  • Case discussion – Airborne Express in 2002
  • Presentation slides: The Resource Based View of the Firm
    Oct 4th, 2018
    (Thursday)
    7. Internal Firm Analysis - The Resource Based View Continued
    To prepare: Nucor in 2001
    Class agenda:
  • Case discussion – Nucor in 2001

  • Simulation - status review
    • 5 miunte consultation with each group demonstrating forecasting model and accuracy
  • Assignments due: 360 Evaluation #1
    Oct 11th, 2018
    (Thursday)
    8. Mid-tem Exam
    Class agenda:

  • 2 ½ hours, open book
    Use the link below to submit your answer.
     
  • Submit 2 page goals statements. Explain your braod goal(s), what metrics you will us to measure your progress and what your target is for each metric for Y5Q4, Y6Q4 and Y7Q4
  • Assignments due: Mid-term exam
    Goals / Metrics and Targets
    Oct 18th, 2018
    (Thursday)
    9. Exam review and Business Models
    To prepare: Frank Rothaermel, Chapter 5, page 129 "Popular Business Models"
    Frank Rothaermel, Case: "Barnes & Noble vs Amazon"
    Dixons - Dealing with on-line retailing
    Class agenda:
  • Md-term review
  • Lecture / discussion – Business models
  • Case discussion – Frank Rothaermel, Case: "Barnes & Noble vs Amazon"
  • Case discussion – Dixons - Dealing with on-line retailing
    Focus on what Dixons did to combat the threat from on-line retailing.
    What were the key components of its strategy? What is the key to Dixons' new business model?
  • Presentation slides: Business models
    Oct 25th, 2018
    (Thursday)
    10. Diversification
    To prepare: Frank Rothaermel, Chapter 8.4 "Corporate Diversification: Expanding Beyond a Single Market"
    First Grayhound, Then Grayhound Dial, Then Dial...
    Case "Sony vs. Apple: Whatever Happened to Sony?"
    Class agenda:
  • Lecture / discussion – Diversification
  • Case discussion – First Grayhound, Then Grayhound Dial, Then Dial...
    If time permits...
  • Case discussion – Case "Sony vs. Apple: Whatever Happened to Sony?"
  • Presentation slides: Diversification
    Assignments due: 360 Evaluation #2
    Nov 1st, 2018
    (Thursday)
    11. Acquisition and Vertical Integration
    To prepare: Frank Rothaermel, Chapter 9 "Corporate Strategy: Mergers and Acquisitions, Strategic Alliances"
    The Hanson Trust
    Honda and Triumph (pt 1)
    Frank Rothaermel, Chapter 8.2 "8.2 The Boundaries of the Firm"
    Frank Rothaermel, Chapter 8.2 "8.3 Vertical Integration along the Industry Value Chain"
    Supplemental Readings, Chapter 8, "Transaction Cost Economics"
    Swiss watchmakers - Time is money
    Class agenda:
  • Lecture / discussion – Acquisitions
  • Case discussion – The Hanson Trust
  • Case discussion – Honda and Triumph (pt 1)
  • Lecture / discussion – Vertical Integration and Transaction Cost Economics (TCE)
  • Case discussion – Swiss watchmakers - Time is money
  • Presentation slides: Acquisitions
    Vertical Integration and Transaction Cost Economics (TCE)
    Nov 8th, 2018
    (Thursday)
    12. AACSB Accreditation Assessment
    Class agenda:

    Today's class is being devoted to assessment. Every 5 years, our College has to report to the AACSB, the accrediting agency for buinsess degree programs, on how it is improving in its mission.

    One of the College's goals it to help students develop their critical thinking capabilities. In order to track how we are doing, we have to measure those skills. Today we are pilot testing two insturments, one or both of which will be used next semester to collec the data for submission to the AACSB

  • Read the short Business Week¬†article "Chain Saws Thrive Outside the Big Box".
    • What was the strategic thinking behind Sam Wilson's decisions described in the first two paragraphs?
    • What might you have done differently and why?
    • Explain Stihl's strategy and how it differs from its competitors.¬† Discuss the impact on manufacturers of the Big Box stores' approach.
    • Individual exercise – Critical Thinking Assessment - part 1
  • The second part of the class is to complete this assessment instrument.
  • Assignments due: Critical Thinking Assessment - part 1
    Critical Thinking Assessment - part 2
    Nov 15th, 2018
    (Thursday)
    13. Network Externalities
    To prepare: The Home Video Game Industry: From Pong to X-box
    Class agenda:
  • Case discussion – The Home Video Game Industry: From Pong to X-box
  • Lecture / discussion – Network Externalities
  • Presentation slides: Network Externalities
    Assignments due: 360 Evaluation #3
    Nov 22nd, 2018
    (Thursday)
    14. Corporate Social Responsibility and Final Review
    To prepare: Case "Google Inc.: Figuring Out What to do with China"
    Class agenda:
  • Case discussion – Case "Google Inc.: Figuring Out What to do with China"
  • Review of key ideas from this course
    • The Demand Curve, Monopoly and Oligopoly Profit Maximization
    • Value Creation and Appropriation (VPC), Consumer and Producer Surplus
    • Industry Analysis - Porter's model
    • The Resrouce Based View
    • Generic Strategies
    • Diversification
    • Corporate Acquisitions
    • Cash flow valuation
    • Vertical Integration and TCE
    • Financial accounting (P&L, Balance sheet)
    • Present value calculation
    • Network effects
    • Nov 29th, 2018
      (Thursday)
      15. Presentations
      Class agenda:
    • Presentation of year 7 results

      Imagine this to be a presentation to your board of directors. These are the poeple who hire (or fire) you as the company's managers. Their job is to ensure that you are doing the best possible job for the company's shareholders. Keep this in mind as you put your presentation together.

      • Each team has 30 minutes including time for questions
      • Each team member must present for rougly the same amount of time
      • Bring a hard copy of the slides (for the instructor)
    • Assignments due: Video of presentation rehearsal (dry-run)
      360 Evaluation #4
      Dec 6th, 2018
      (Thursday)
      16. Final Exam
      Class agenda:

    • Part 1 - 5:15pm - 6:15pm
    • 1 hour, open book

    • Part 2 - 6:15pm - 7:45pm
    • 1 ½ hours, open book
    • Use the links below for access to the questions and to to submit your answers.
       
    • Assignments due: Final exam - part 1 (~60 minutes)
      Final exam - part 2 (~90 minutes)