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 On

N ow , t h e C EO h as p ro vid ed y o u w it h a r e vis e d s e t o f K PIs . Y o u n eed t o a p p ly t h ese K PIs t o w ard t h e a n aly sis o f a p ro po se d m ark e ng a n d s a le s in i a ve t o in cre ase lo yalt y c a rd m em bers h ip s in n eig h b o rh o ods w it h p re d o m in an tly lo w -in co m e p o pula ons, w heth er t h e p o pula ons a re in r u ra l, s u b urb an , o r c it y lo ca ons.

T he C EO w an ts t h is a n aly sis s o t h at s h e c a n c h art t h e s u sta in ab ili t y a n d g ro w th o f t h e in i a ve w hile a ssu rin g it m eets s ta n d ard s f o r C orp o ra te S o cia l R esp o nsib ili t y .

T he C EO h as p ro vid ed y o u w it h s e ve ra l d o cu m en ts , a v aila b le in t h e S u p po r ng M ate ria ls s e c on o f t h is p ro je ct. S h e w an ts y o u t o u se t h e p ro vid ed T rip le B o om L in e B ala n ce d S co re ca rd t o a sse ss t h e s tra te gic p la n ’s c o m pli a n ce w it h t h e K PIs a n d s u m mariz e y o ur fi nd in gs in a m em o.

D ir e c on s Com ple te t h e f o llo w in g t o p ro vid e t h e a n aly sis r e q uir e d b y t h e C EO : 1. I d en f y t h e fi nan cia l r e co rd s t h at i n d ic a te c o m m it m en t t o T B L . a. O utli n e w hic h fi nan cia l a n d o th er r e co rd s m ark e ng a n d s a le s m ain ta in s w here T B L c a n p ro vid e d ata . 2. U sin g t h e T B L s c o re ca rd , e valu ate t h e a li g n m en t o f t h e s tra te gic p la n w it h K PIs . R em em ber, t h ere m ay b e m ul ple o utc o m es o f t h is e xe rc is e . Y o ur f o cu s s h o uld b e t o a p p ly y o ur u n d ers ta n d in g o f t h e s c e n ario a n d e valu ate t h e p la n a cc o rd in gly . a. W hic h id eas in t h e p la n s u p po rt t h e K PI c rit e ria ? C it e s p ecifi c id eas t h at m eet t h e c rit e ria . b. E xp la in h o w t h ey m eet t h e c rit e ria . 3. I n y o ur m em o: a. D esc rib e h o w t h e T B L d ata r e la te s t o t h e K PIs . b. I d en f y w hic h a d dio nal T B L fi nan cia l l i n e i t e m s a re n eed ed t o m easu re t h e c o st f o r e ach c rit e rio n . F o r e xam ple , s h o uld t h ere b e a li n e e n tr y f o r h ir in g t e m po ra ry w ork e rs ? c. R efe rrin g b ack t o t h e S W OT a n aly se s f ro m P ro je ct O ne, e xp la in h o w f u nco nal c o nsid era o ns o f i n d iv id ual d ep artm en ts c o ntr ib ute t o fi nan cia l p erfo rm an ce . W hat t o S ub m it T o c o m ple te t h is p ro je ct, y o u m ust s u b m it t h e f o llo w in g:

K PI a n d T rip le B o om L in e B ala n ce d S co re ca rd C om ple te a n d s u b m it t h e K PI a n d T rip le B o om L in e B ala n ce d S co re ca rd . I n t h e s c o re ca rd s p re ad sh eet, id en fy o ne a d di onal K PI, a r e la te d S M ART o bje c ve , a n d it s m easu re m en t c rit e rio n. Y o u n eed t o d o t h is f o r a ll t h re e e le m en ts o f T B L: p eo ple , p la n et, a n d p ro fi t. Y o u h av e b een p ro vid ed w it h o ne e xam ple f o r e ach T B L e le m en t. An aly sis M em o In a W ord d o cu m en t, w rit e a m em o o utli n in g y o ur a n aly sis . E nsu re t h at t h e m em o is o rg an iz e d b y T B L e le m en t w it h a h ead er f o r e ach s e gm en t o f y o ur a n aly sis . T he W ord d o cu m en t s h o uld u se d o ub le -s p acin g, 1 2-p o in t T im es N ew R om an f o nt, a n d o ne-in ch m arg in s. T his m em o s h o uld b e n o m ore t h an 6 p ag e s in le n gth , a n d in clu d e r e fe re n ce s cit e d in A PA f o rm at. C onsu lt t h e S h ap ir o L ib ra ry A PA S ty le G uid e f o r m ore in fo rm a on o n c it a ons.   Su p por ng M ate ria ls T he f o llo w in g r e so urc e (s ) m ay h elp s u p po rt y o ur w ork o n t h e p ro je ct:

T he f o llo w in g r e so urc e s s u p po rt y o ur w ork o n t h e p ro je ct:

D ocu m en t: C onso li d ate d B ala n ce S h eet T his is a c o nso li d ate d b ala n ce s h eet f o r t h e c o m pan y. T he C EO h as h ig h li g h te d t h e a re as o f t h e fi nan cia l s ta te m en ts s h e w an ts y o u t o f o cu s y o ur a en on a n d a n aly sis o n.

D ocu m en t: C onso li d ate d C ash F lo w S ta te m en t T his is a c o nso li d ate d c a sh fl ow s ta te m en t f o r t h e c o m pan y. T he C EO h as h ig h li g h te d t h e a re as o f t h e fi nan cia l s ta te m en ts s h e w an ts y o u t o f o cu s y o ur a en on a n d a n aly sis o n.

D ocu m en t: C onso li d ate d I n co m e S ta te m en t T his d o cu m en t is a c o nso li d ate d in co m e s ta te m en t a n d a c o nso li d ate d s ta te m en t o f c o m pre h en siv e in co m e o f t h e c o m pan y. T he C EO h as h ig h li g h te d t h e a re as o f t h e fi nan cia l sta te m en ts s h e w an ts y o u t o f o cu s y o ur a en on a n d a n aly sis o n.

D ocu m en t: K PI a n d T rip le B o om L in e B ala n ce d S co re ca rd T his is t h e fi nal a n d a u th o rit a ve d ra o f t h e K PI S co re ca rd t h e C EO w an ts y o u t o u se . T his s c o re ca rd p ro vid es t h re e K PIs : o ne f o r a s o cia l m easu re ( p eo ple ); o ne f o r a n e n vir o nm en ta l m easu re ( p la n et) a n d o ne f o r a n e co no m ic m easu re ( p ro fi ts ). Y o u n eed t o id en fy t h re e m ore K PIs a n d a sso cia te d in fo rm a on.

D ocu m en t: M ark e ng a n d S ale s E xe cu ve S u m mary T his is a p ro po sa l f ro m t h e s a le s a n d m ark e ng d ep artm en ts t o in cre ase r e w ard s m em bers h ip s in lo w -in co m e m ark e ts . T his s u m mary in clu d es a h ig h -le ve l e s m ate o f p ro je cte d s a le s, c o sts , a n d p ro fi ts .

D ocu m en t: S W OT A naly se s f ro m S ale s a n d M ark e ng T his d o cu m en t c o nta in s a c o m bin ed S W OT a n aly sis f ro m t h e t w o d ep artm en ts . P ro je ct T w o R ub ric C rit e ria E xe m pla ry ( 1 00%) P ro fi cie n t ( 9 0%) N eed s I m pro ve m en t ( 7 0%) N ot E vid en t ( 0 %) V alu e F in an cia l R eco rd s E xce ed s p ro fi cie n cy in a n e xce p onally c le ar, in sig h u l, s o phis ca te d , o r c re a ve m an ner Id en fies k e y fi nan cia l r e co rd s th at in d ic a te c o m mit m en t t o t r ip le b o om li n e ( T B L) S h o w s p ro gre ss t o w ard p ro fi cie n cy , b ut w it h e rro rs o r om is sio ns; a re as f o r im pro ve m en t m ay in clu d e id en fy in g a p pro pria te fi nan cia l r e co rd s t o a sse ss t h e co m mit m en t t o T B L D oes n ot a em pt c rit e rio n 1 8 Evalu ate f o r K PIs E xce ed s p ro fi cie n cy in a n e xce p onally c le ar, in sig h u l, s o phis ca te d , o r c re a ve m an ner E valu ate s t h e s tra te gic p la n fo r a li g n m en t w it h K PIs S h o w s p ro gre ss t o w ard p ro fi cie n cy , b ut w it h e rro rs o r om is sio ns; a re as f o r im pro ve m en t m ay in clu d e ali g n in g K PIs w it h t h e T B L fa cto rs o f p eo ple , p ro fi t a n d p la n et D oes n ot a em pt c rit e rio n 1 8 Crit e ria E xe m pla ry ( 1 00%) P ro fi cie n t ( 9 0%) N eed s I m pro ve m en t ( 7 0%) N ot E vid en t ( 0 %) V alu e T B L D ata a n d K PIs E xce ed s p ro fi cie n cy in a n e xce p onally c le ar, in sig h u l, s o phis ca te d , o r c re a ve m an ner Id en fies a p pro pria te K PIs r e la te d t o e ach e le m en t o f T B L u sin g S M ART o bje c ve se ng a n d c le ar m easu re m en t c rit e ria S h o w s p ro gre ss t o w ard p ro fi cie n cy , b ut w it h e rro rs o r om is sio ns; a re as f o r im pro ve m en t m ay in clu d e id en fy in g a p pro pria te K PIs r e la te d t o a t le ast o ne e le m en t o f T B L u sin g S M ART o bje c ve se ng a n d c le ar m easu re m en t c rit e ria D oes n ot a em pt c rit e rio n 1 8 Ad dio nal L in e I t e m s f o r M easu rin g C ost E xce ed s p ro fi cie n cy in a n e xce p onally c le ar, in sig h u l, s o phis ca te d , o r c re a ve m an ner Id en fies a d di onal T B L finan cia l li n es n eed ed t o m easu re c o st S h o w s p ro gre ss t o w ard p ro fi cie n cy , b ut w it h e rro rs o r om is sio ns; a re as f o r im pro ve m en t m ay in clu d e id en fy in g t h e fi nan cia l re co rd s a n d li n e it e m s t h ere in , w hic h m easu re T B L perfo rm an ce D oes n ot a em pt c rit e rio n 1 8 Fu nco nal C onsid era o ns E xce ed s p ro fi cie n cy in a n e xce p onally c le ar, in sig h u l, s o phis ca te d , o r c re a ve m an ner E xp la in s h o w f u n c onal co nsid era ons c o ntr ib ute t o fi nan cia l p erfo rm an ce S h o w s p ro gre ss t o w ard p ro fi cie n cy , b ut w it h e rro rs o r om is sio ns; a re as f o r im pro ve m en t m ay in clu d e asse ssin g t h e a li g n m en t o f t h e d ep artm en ta l/ f u n c onal r o le s an d t h eir c o ntr ib u ons t o fi nan cia l p erfo rm an ce D oes n ot a em pt c rit e rio n 1 8 Ar c ula o n o f R esp o nse E xce ed s p ro fi cie n cy in a n e xce p onally c le ar, in sig h u l, s o phis ca te d , o r c re a ve m an ner C le arly c o nve ys m ean in g w it h c o rre ct g ra m mar, s e n te n ce str u ctu re , a n d s p elli n g, d em onstra ng a n u n d ers ta n d in g o f a u d ie n ce a n d p urp o se S h o w s p ro gre ss t o w ard p ro fi cie n cy , b ut w it h e rro rs in g ra m mar, s e n te n ce s tr u ctu re , an d s p elli n g, n ega ve ly i m pac ng r e ad ab ili t y S u b m is sio n h as c ri ca l e rro rs in g ra m mar, s e n te n ce str u ctu re , a n d s p elli n g, p re ve n ng u n d ers ta n d in g o f id eas 1 0 To ta l: 1 00%