In this project, you will demonstrate your mastery of the following competency:
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 wants this analysis so that she can chart the sustainability and growth of the initiative while assuring it meets standards for Corporate Social Responsibility.
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.
Complete the following to provide the analysis required by the CEO:
To complete this project, you must submit the following:
KPI and Triple Bottom Line Balanced Scorecard
Analysis Memo
The following resource(s) may help support your work on the project:
The following resources support your work on the project:
Document: Consolidated Balance Sheet
This 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 Statement
This 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 Scorecard
This 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.
CriteriaExemplary (100%)Proficient (90%)Needs Improvement (70%)Not Evident (0%)ValueFinancial Records
Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner
Identifies key financial records that indicate commitment to triple bottom line (TBL)
Shows progress toward proficiency, but with errors or omissions; areas for improvement may include identifying appropriate financial records to assess the commitment to TBL
Does not attempt criterion
18
Evaluate for KPIs
Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner
Evaluates the strategic plan for alignment with KPIs
Shows progress toward proficiency, but with errors or omissions; areas for improvement may include aligning KPIs with the TBL factors of people, profit and planet
Does not attempt criterion
18
TBL Data and KPIs
Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner
Identifies appropriate KPIs related to each element of TBL using SMART objective setting and clear measurement criteria
Shows progress toward proficiency, but with errors or omissions; areas for improvement may include identifying appropriate KPIs related to at least one element of TBL using SMART objective setting and clear measurement criteria
Does not attempt criterion
18
Additional Line Items for Measuring Cost
Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner
Identifies additional TBL financial lines needed to measure cost
Shows progress toward proficiency, but with errors or omissions; areas for improvement may include identifying the financial records and line items therein, which measure TBL performance
Does not attempt criterion
18
Functional Considerations
Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner
Explains how functional considerations contribute to financial performance
Shows progress toward proficiency, but with errors or omissions; areas for improvement may include assessing the alignment of the departmental/ functional roles and their contributions to financial performance
Does not attempt criterion
18
Articulation of Response
Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner
Clearly conveys meaning with correct grammar, sentence structure, and spelling, demonstrating an understanding of audience and purpose
Shows progress toward proficiency, but with errors in grammar, sentence structure, and spelling, negatively impacting readability
Submission has critical errors in grammar, sentence structure, and spelling, preventing understanding of ideas
10
Total:
100%
Added Notes:
I put a total of 6 pages so the memo can be 5 pages and the scorecard is a page itself. I have attached the score card to be filled out.
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