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MGMT 445 Organization Design & Change: Start Here

Places to Start Research

  1. Company's website: mission, vision, goals, customer value proposition (as available), 10-K/Annual Report, media/news/press releases.
    • Not all companies have a "mission/vision statement" per se, but you can get a general idea from their website or annual report/10-K.
  2. Recommended databases listed in the Company Profiles box.
    • The following databases may have a readily available SWOT analysis on select companiesBusiness Insight, Business Source Premier, Investext, Passport.
  3. ‚ÄčInformation on public companies is much more readily available than info on private companies or subsidiaries. Tips on researching private companies

Finding 10-Ks and 20-Fs

Different ways to search for company filings

  • Company's website (usually under Investors or Investor Relations); or google [company name] 10k
  • EDGAR search options: Filings search tool of the SEC. 

** 20-F: annual SEC filings by foreign corporations traded on US exchanges.

Annual Report & 10-K

While the term "annual report" is often used to describe either a Form 10-K or an Annual Report to Shareholders (or ARS), there is a difference.

A public company's 10-K (or 20-F for certain foreign companies) is an excellent source of information on its business, strategies, risks, financials, and more. It presents the company's point of view on its current condition and future direction. Other SEC filings reveal important information as well. 

Recent and some historical annual reports are usually available on a company's website. To find them, simply google [company name] investor to get to the Investor Relations (or sometimes just Investors) section of the site. There should be a section on annual reports or SEC filings. 

Corporate Family Tree

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Others

Company Profiles

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Executive Organizational Charts

Companies (even public ones) are not required to disclose their organizational charts. Top-level executive names may be available on company websites and in their proxy statements (for public companies), and company profile databases (e.g., LexisNexis). 

The following sources may provide specific charts for select companies:

Others Suggestions:

  • Search article databases or google [company name] and "organization chart" (or "organizational chart", or "organizational structure")
  • Request it from the company; explain why you need the information and how you'd use it (e.g., educational purposes, term paper, etc.).