Abstract

In this article, the authors present a financial assessment template for Strategic Management and Finance courses. The template is particularly useful in capstone Strategic Management courses that rely on financial analysis for strategic analysis, strategy evaluation, discussion, and debate. The template facilitates a qualitative and quantitative assessment of multiple performance criteria through a multistage benchmarking process and significantly extends the framework of an earlier benchmarking template published in the Journal of Education for Business a few years ago.

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