MBA 500 Project Two Guidelines and Rubric
Competency
In this project, you will demonstrate your mastery of the following competency:
Assess current performance of an organization through analysis of financial statements.
Scenario
In Project One: Applying Strategic and Operational Thinking, you prepared Key Performance Indicators (KPIs) for the marketing and sales departments of your product line.
Now, the CEO has provided you with a revised set of KPIs. You need to apply these KPIs toward the analysis of a proposed marketing and sales initiative to increase loyalty card memberships in neighborhoods with predominantly low-income populations, whether the populations are in rural, suburban, or city locations.
The CEO has provided you with several documents, available in the
Supporting Materials
section of this project. She wants you to use the provided Triple Bottom Line Balanced Scorecard to assess the strategic plan’s compliance with the KPIs and summarize your findings in a memo.
Directions
Complete the following to provide the analysis required by the CEO:
Identify the financial records that indicate commitment to TBL.
Outline which financial and other records marketing and sales maintains where TBL can provide data.
Using the TBL scorecard, evaluate the alignment of the strategic plan with KPIs. Remember, there may be multiple outcomes of this exercise. Your focus should be to apply your understanding of the scenario and evaluate the plan accordingly.
Which ideas in the plan support the KPI criteria? Cite specific ideas that meet the criteria.
Explain how they meet the criteria.
In your memo:
Describe how the TBL data relates to the KPIs.
Identify which additional TBL financial line items are needed to measure the cost for each criterion. For example, should there be a line entry for hiring temporary workers?
Referring back to the SWOT analyses from Project One, explain how functional considerations of individual departments contribute to financial performance.
What to Submit
Complete and submit the
KPI and Triple Bottom Line Balanced Scorecard
. In the scorecard spreadsheet, identify one additional KPI, a related SMART objective, and its measurement criterion. You need to do this for all three elements of TBL: people, planet, and profit. You have been provided with one example for each TBL element.
In a Word document, write a memo outlining your analysis. Ensure that the memo is organized by TBL element with a header for each segment of your analysis. The Word document should use double-spacing, 12-point Times New Roman font, and one-inch margins. This memo should be no more than 6 pages in length, and include references cited in APA format. Consult the
Shapiro Library APA Style Guide
for more information on citations.
Supporting Materials
Document: Consolidated Balance SheetThis is a consolidated balance sheet for the company. The CEO has highlighted the areas of the financial statements she wants you to focus your attention and analysis on.Document: Consolidated Cash Flow StatementThis is a consolidated cash flow statement for the company. The CEO has highlighted the areas of the financial statements she wants you to focus your attention and analysis on.Document:
Consolidated Income Statement
This document is a consolidated income statement and a consolidated statement of comprehensive income of the company. The CEO has highlighted the areas of the financial statements she wants you to focus your attention and analysis on.Document: KPI and Triple Bottom Line Balanced ScorecardThis is the final and authoritative draft of the KPI Scorecard the CEO wants you to use. This scorecard provides three KPIs: one for a social measure (people); one for an environmental measure (planet) and one for an economic measure (profits). You need to identify three more KPIs and associated information.Document:
Marketing and Sales Executive Summary
This is a proposal from the sales and marketing departments to increase rewards memberships in low-income markets. This summary includes a high-level estimate of projected sales, costs, and profits.Document:
SWOT Analyses from Sales and Marketing
This document contains a combined SWOT analysis from the two departments. KPI and Triple Bottom Line Balanced Scorecard (Ma
Bottom Line
Areas of Impact
(Key Performance Indicators)
To be a global contributor to the communities w
People
Example: Community contributions based on points
achieved
Identify one additional people-focused KPI, a related SMART objective, and its measurement criter
To promote and use a platform of reuse, recycling, and su
Planet
Example: Reduction in packaging costs from
recycled materials
Identify one additional planet-focused KPI, a related SMART objective, and its measurement criter
To reach a global audience with healthy and sustai
Profit
Example: Grow market share
Identify one additional profit-focused KPI, a related SMART objective, and its measurement criteri
ttom Line Balanced Scorecard (Marketing and Sales)
SMART Objective
Measurement Criterion
To be a global contributor to the communities we operate in.
$50,000 by EOY 2021
Charitable contributions from program
PI, a related SMART objective, and its measurement criterion in this row.
o promote and use a platform of reuse, recycling, and sustainable energy use.
3% Reduction by EOY 2021
Cost of packaging
I, a related SMART objective, and its measurement criterion in this row.
To reach a global audience with healthy and sustainable products.
1% increase by EOY 2021
, a related SMART objective, and its measurement criterion in this row.
Market share performance tracking
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