Rubric for Case Notes: Siemens: Management Innovation at the Corporate Level
Skill Development
Case Analysis Tasks
Learning Outcomes
Concepts and Analytical Tools
Stellar:
Mastery demonstrated by full
engagement in task, original ideas, and
value-added discoveries
Review and synthesize facts of
the case
Assessment of corporate-level strategy
and organizational design
Exceeds expectations and provides an
excellent evaluation of the organization’s
structural support of Siemens’ corporate-
level strategy.
Demonstrate command of
relevant concepts and analytical
tools applicable to the case
Assessment of management innovation
program structure and achievement of
organizational objectives
Exceeds expectations and insightfully
assesses the program’s role in achieving
organizational objectives.
Evaluate and discuss the
organization’s current situation or
existing industry conditions
Analysis of financial and strategic
organizational controls
Exceeds expectations and presents an
outstanding explanation of the company‘s
balanced controls and their ability to yield
desired outcomes.
Identify conclusions that can be
drawn from the analysis
Analysis of financial performance to
assess management innovation program
effectiveness
Exceeds expectations and delivers superb
recommendations to improve the design and
implementation of management innovation
programs at Siemens.
Deliver conclusions (written, oral,
or discussion)
Discussion and communication of
analysis results through written report,
oral presentation, and/or team
participation
Exceeds expectations and delivers insightful
contributions from the analysis that
demonstrate mastery of skills and concepts.
Identify viable strategic options
Reviews and evaluates the effectiveness
of Siemens’ corporate strategy,
management tools, and innovation
programs
Exceeds expectations, expertly applying the
principles of strategic management to
Siemens’ structured and systematic
approach to management innovation.
Weigh relevant decision-making
factors
Specifically factors important variables
into strategic decision making
Exceeds expectations and conducts an
intricate weighted analysis of the factors
relevant to Siemens’ strategic decisions.
Build a position in support of
recommended strategic action
Presents convincing evidence to back
strategy selection and recommendations
Exceeds expectations, skillfully framing an
argument for the success or failure of the
company‘s business excellence initiatives to
deliver superior firm performance.
Deliver conclusions and
recommendations (written, oral,
or discussion)
Uses written report, oral presentation,
and/or team participation to
communicate assessment and proposed
business strategy
Exceeds expectations and delivers insightful
contributions from the assessment that
demonstrate mastery of skills and concepts.
Analysis thoroughly discusses the relevant
financial and strategic controls used by
Siemens to drive management behavior and
firm performance.
Analysis excludes some of the relevant
financial and/or strategic controls used by
Siemens to drive management behavior
and/or firm performance.
Analysis includes some of the relevant
financial and strategic controls used by
Siemens to drive management behavior and
firm performance.
Convincing evidence to support
recommended strategic action is missing.
Assessment and/or business strategy
recommendations are incomplete.
Discussion and/or conclusions from the
analysis are absent or incomplete.
Significant discussion and conclusions from
the analysis are delivered.
Excellent discussion and strong conclusions
are drawn from the analysis.
Does not adequately review and/or evaluate
the effectiveness of Siemens’ corporate
strategy, management tools, and/or
innovation programs.
Adequately reviews and evaluates the
effectiveness of Siemens’ corporate strategy,
management tools, and innovation programs.
Thoughtfully reviews and evaluates the
effectiveness of Siemens’ corporate strategy,
management tools, and innovation programs.
Strategic Options and Decisions
Assessment does not describe the company‘s
corporate strategy and/or matrix
organizational structure.
Assessment describes the company‘s
corporate strategy and some of the
advantages and disadvantages of its matrix
organizational structure.
Excludes important factors that should be
weighed in the strategic decision-making
process.
Financial analysis does not adequately assess
the effectiveness and/or success of the top+
program.
Presents good evidence in support of
recommended strategic proposals.
Significant assessment and business strategy
recommendations are delivered.
Scoring Criteria for Levels of Performance
Assessment fully and accurately describes
the company’s corporate strategy and the
advantages and disadvantages of its matrix
organizational structure.
Thoroughly describes important factors that
should be weighed in the strategic decision-
making process.
Presents strong and meaningful evidence in
support of recommended strategic proposals.
Excellent assessment and strong business
strategy recommendations are delivered.
Below Expectations:
Shows no evidence of or significant gaps
in understanding
Meets Expectations:
Demonstrates acceptable level of
understanding and competency
Exceeds Expectations:
Demonstrates high level of
understanding and competency and
makes relevant contributions
Financial analysis adequately assesses the
effectiveness and success of the top+
program.
Includes important factors that should be
weighed in the strategic decision-making
process.
Financial analysis strongly assesses the
effectiveness and success of the top+
program.
Assessment fails to describe the structure
and/or responsibilities of Siemens’
management innovation program.
Assessment describes the structure and
responsibilities of Siemens’ management
innovation program.
Assessment fully and accurately describes
the structure and responsibilities of Siemens’
management innovation program.