Project 2: Situation Audit Template

Your situation audit report should include the following elements:

• cover page—not included in page limit
• executive summary—1 page; not included in page limit
• introduction—1 page
• fact sheet—1 page; see Step 2
• mission, vision, values and goals—1 page; see Step 3
• stragegy and objectives—1 page; see Step 4
• strategy types and competitive advantage—2 to 3 pages; see Step 5
• organizational size and structure—2 to 3 pages; see Step 6
• critical resources—2 to 3 pages; see Step 7
• leadership, governance, and management—2 to 3 pages; see Step 8
• strengths and weaknesses—1 to 2 pages; see Step 9
• learning and change—1 to 2 pages; see Step 10
• conclusions and recommendations—1 page; see Step 11
• references—not included in page limit
• addenda—if needed, is not included in page limit
• submit—see Step 12

Note: The Situation Audit Report is expected to be 18 to 22 pages,
excluding the cover page, executive summary, and references. The page
ranges listed above are guidelines. The student can decide how many
pages to allocate to a given topic so long as the report does not exceed
the maximum number of pages allowed. However, where the suggested page
ranges are longer, the intent is to highlight the areas of the report
deemed to require more analysis. These particular areas of the report go
beyond a statement of organizational facts. They require significant
academic readings and a grasp of relevant concepts, which are expected
to be integrated into the student’s analysis. Please carefully read the
Student Expectations section in Step 1, Organize Your Work.

In developing the report, students should follow the exact order of
the template using the same headings to separate sections of the report.
Each step is to be included in the final submission. APA format must be
followed throughout. See Writing Skills under Grading in the Syllabus
for writing expectations. In Step 1, Organize Your Work, please read carefully the section entitled, Student Expectations.