Analysis Memo

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 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.

Directions

Complete the following to provide the analysis required by the CEO:

  1. Identify the financial records that indicate commitment to TBL.
    1. Outline which financial and other records marketing and sales maintains where TBL can provide data.
  2. 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.
    1. Which ideas in the plan support the KPI criteria? Cite specific ideas that meet the criteria.
    2. Explain how they meet the criteria.
  3. In your memo:
    1. Describe how the TBL data relates to the KPIs.
    2. 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?
    3. Referring back to the SWOT analyses from Project One, explain how functional considerations of individual departments contribute to financial performance.

What to Submit

To complete this project, you must submit the following:

KPI and Triple Bottom Line Balanced Scorecard

  • 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.

Analysis Memo

  • 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

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.

Project Two Rubric

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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