Strategy Admin
Welcome to strategy.sjsu.edu

Class schedule


Jan 26, 2017 1. Introduction to the Course and the Simulation
Class agenda:
  • Purpose and learing goals
  • 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
  • Sumitting assignments (Canavas)
  • Assignments and Exams
  • Grading
  • Teams
  • Introdution to the Business Policy Game
    1. Software interface
    2. Marketing mix
    3. Demand forecasting
  • Four ‘quick fire’ quarters
  • Decision Schedule
  • February 2nd, 2017 2. Generic Strategies, Scale and Learning
    Class agenda:
  • Lecture / discussion – Generic strategies
  • Lecture / discussion – Disaggregating the experience curve: Scale and Learning
  • Discussion – Businesses in the age of populism - The Economist
  • Discussion – Mini case - Threadless: Leveraging Crowdsourcing to Design Cool T-Shirts
    Questions:
    • What are the key features of Threadless’ business model?
    • How does each contributed to Threadless’ profitability?
    • Is this a source of sustained competative advantage? Why (or why not)?
  • February 9th, 2017 3. Foundational Corner-stones
    Class agenda:
  • In-class exercise – Balance sheet exercise ( download workbook here: Balance sheet exercise )
  • The Income ( ‘P & L’ ) Statement
  • Lecture / discussion – Economic Value Creation
  • February 16th, 2017 4. Industry and External Analysis
    Class agenda:
  • Lecture – Bertrand and Cournot
    • The Demand Curve
    • Bertrand’s model
    • Cournot’s model
  • External Analysis
  • February 23rd, 2017 5. Industry and External Analysis Continued
    Class agenda:
  • Case discussion – Exide case (just the first page...)
  • Negotiation exercise
  • Intorduction
  • March 2nd, 2017 6. Internal Firm Analysis - The Resource Based View
    Class agenda:
  • Internal Analysis
  • Case discussion – Airborne Express in 2002
  • Case discussion – Frank Rothaermel, Mini-case 13 "From Good to Great to Gone: The Rise and Fall of Circuit City"
  • March 9th, 2017 7. Internal Firm Analysis - The Resource Based View Continued
    Class agenda:
  • Case discussion – Nucor in 2001
  • Case discussion – Frank Rothaermel, Mini-case 8 "From Circuit City to CarMax"
  • March 16th, 2017 8. Business Models
    Class agenda:
  • 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?
  • Case discussion – Stihl Chain Saws - Thriving Outside the Big Box
  • March 23rd, 2017 9. Mid-tem Exam
    Class agenda:

  • Mid-term exam
    2 ½ hours, open book
     
  • Assignment due – Forecasting assignment
  • April 6th, 2017 10. Innovation
    Class agenda:
  • Mid-term exam review - peer mentoring
  • Case discussion – Frank Rothaermel, Case 11 "Netflix"
  • Lecture / discussion – Innovation and Technology S-curves
  • April 13th, 2017 11. Decision Making and Corporate Governance
    Class agenda:
  • In-class exercise – Decision tree exercies exercise ( download here: Decision tree exercies )
  • Lecture / discussion – Decision making
  • 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?
  • Case discussion – Stihl Chain Saws - Thriving Outside the Big Box
  • April 27th, 2017 12. Diversification
    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?"
  • May 4th, 2017 13. Acquisition and Vertical Integration
    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
  • May 11th, 2017 14. Network Externalities and Corporate Social Responsibility
    Class agenda:
  • Lecture / discussion – Vertical Integration and Transaction Cost Economics (TCE)
  • Case discussion – The Home Video Game Industry: From Pong to X-box
  • Lecture / discussion – Network Externalities
  • Case discussion – Case "Google Inc.: Figuring Out What to do with China"
  • Review of key ideas from this course
    • The Demand Curve, Monopoly and Oligopoluy 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)
    • Network effects