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Trident Bus499 full course (all cases and slp + discussions)

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Bus499;Case 1;Module 1 - Case;THE BALANCED SCORECARD & THE FINANCIAL PERSPECTIVE;Assignment Overview;In this module?s Case Assignment you will be introduced to the Balanced Scorecard concept and will begin to consider how organizations link strategy with the Balanced Scorecard approach. We will look at the interrelationship of strategy and the Balanced Scorecard approach in more depth later on in this course. For now, however, it is good to understand the fundamentals of the BSC and to consider examples of how organizations have integrated the BSC approach into their daily operations in a fashion that reflects the strategy of the respective organizations.;To prepare for this Case Assignment, read the resources on the Background page. You?ll note that one of those articles is;Martello, M., Watson, J., & Fischer, M. (2008). Implementing a balanced scorecard in a not-for-profit organization. Journal of Business & Economics Research. 6(9), 67?80. Retrieved fromhttp://journals.cluteonline.com/index.php/JBER/article/view/2471/2517;This is the case study you will be evaluating for this assignment. Note that there is an option to download the PDF file rather than using the PDF viewer on this page. This may save you some frustration.;Case Assignment;After reading this article, formulate an argumentative essay around the following thesis statement;? Cattaraugus County ReHabilitation Center did an effective job of implementing a Balanced Scorecard approach in a fashion that reflects its organizational mission and vision.;If you do not think this thesis is accurate, you can argue that the center did not do an effective job.;Assignment Expectations;Your analysis should be structured in terms of the following four perspectives (you will be using essentially this same comparative evaluation framework for the first four modules of this course);Introduction:In this part of your essay, set up your argument by introducing your topic and presenting your position or thesis statement somewhere in the introductory paragraph.;Analysis:In this section, present several arguments in favor of your thesis statement. Make sure you discuss how the center used the scorecard quadrants to align with organizational strategy (or how it failed to do so).;Conclusion:Wrap up your argument with a clear and cogent synopsis of your findings. Do your best to convince your reader (aka your professor) that your position is valid.;Additional Instructions: Your argumentative essay should be 3?4 pages in length (not counting your title page or references). You must include a title page and a list references. APA formatting is preferred. Do not paste sections of text into your essay. All of your work must be written in your own words. It?s OK to use a short quote now and again, but quotations must be in quotation marks and properly cited. In-text citations should be used anytime you are borrowing somebody else?s ideas or information. That is to say, if you are borrowing a thought from a publication from G. Jetson?s article written in 2010, that section of text must be followed with (Jetson, 2010). Quotations, data, and general ideas (put into your own words) should all be cited.;Module 1 - SLP;THE BALANCED SCORECARD & THE FINANCIAL PERSPECTIVE;The purpose of the Session Long Project is to give you the opportunity to explore the applicability of the module to your own life and work. This is done in a number of different ways?sometimes with cumulative papers, sometimes with practical hands-on experimentation, sometimes with reflections on a place of work or life. The common thread is personal application, aimed at demonstrating a cumulative knowledge and understanding of the course material.;For this course, the Session Long Project will take the form of putting together background from each of the four perspectives for a balanced scorecard approach to an organization or organizational unit with which you are familiar. In the final module (Module 5), you will have a go at strategy mapping. You won't be building a complete Balanced Scorecard?that would be far beyond our current scope?but you?ll have a chance to see what goes into it and how it gets put together into a coordinated whole. As in the Cases, you?ll be drawing on your previous coursework to help.;The Module 1 assignment has two parts. First, identify an organization in which you have access to at least some information concerning financial data, staffing and human resource systems, marketing and customer relations, information systems, and operations. While most material on the Balanced Scorecard is written from the private, for-profit point of view, it?s perfectly possible to use this approach with public or non-profit organizations as well.;For the second part of this assignment, consider the organization's mission and strategy from the perspective of its financial operations (from your work on the Case, your previous coursework, and your background reading, you should be reasonably clear what such operations are). In this section of the assignment you?ll begin to identify objectives and measures relevant to that perspective. If you?re unclear on just what objectives and measures are, here is a presentation that describes what they are and how to write them: Objectives, Measures, Targets & Action Plans.;SLP Assignment Expectations;When you have thought about it and made your selection, specify (in 2?3 pages);? The name of your organization;? What this organization does?its mission, vision, and overall strategy;? The access you have to information about this organization. Remember, you?ll need information about its financial performance, marketing, internal operations, strategy, and management systems.;Once you?re reasonably clear on what?s involved, think about your organization and its finances, and then;? Identify at least three objectives for improving the organization's financial position and show how they relate to the mission, vision, and strategy of the organization.;? For each objective, develop at least one meaningful performance measure (metric).;? For each objective, identify at least one expected level of performance (target).;? For each objective, identify at least one new action or program that needs to be developed to ensure successful implementation of the organization's strategy (initiative).;Here?s a table that you may wish to copy and fill in;Objective;Measure;Target;Action;Module 2 - Case;BSC FLEXIBILITY & THE CUSTOMER PERSPECTIVE;Assignment Overview;In the last module we looked at the Balanced Scorecard and how it is implemented from a "purist?s approach," just touching on the flexibility of the tool. In this module, we are going to look at the BSC from more of an adaptive approach. That is to say, how adaptable is this tool given the wide variety of organizations out there in the world?;In this assignment you are asked to study the required readings and to read the following case study;Basu, R., Little, C., & Millard, C., (2009). Case Study: A fresh approach of the Balanced Scorecard in the Heathrow Terminal 5 project. Measuring Business Excellence. 13(4). 22?33. Retrieved fromhttp://www.perf-ex.co.uk/wp-content/uploads/2012/04/T5-case-study-MBE-papaer.pdf;Case Assignment;After reading this article, write an essay in which you compare and contrast the Balanced Scorecard utilized by the British Airport Authority (BAA) at Heathrow Airport?s Terminal 5 project with the standard quadrants typically applied in a traditional BSC approach (Financial focus, Internal focus, Learning and Growth focus, and Customer focus). That is to say, the Terminal 5 project was a large, public construction project using private contractors. Yet, the BSC approach is also applied to the manufacturing sector and health care sector, and is applied in both private and public organizations. So, to help formulate your arguments, you'll want to consider how the T5 project adapted the BSC approach to fit the prevailing circumstances.;Assignment Expectations;In formulating your essay, discuss to what degree the evidence suggests the Balanced Scorecard approach is amenable to most organizations.;Introduction:In this part of your essay introduce your topic and provide a brief overview of the key points you plan to make in your paper.;Analysis:In this section present the actual comparison and contrast between BAA?s approach to the Balanced Scorecard and more traditional approaches.;Conclusion:Wrap up your argument with a clear and cogent synopsis of your findings. Do your best to convince your reader (aka your professor) that your position is valid.;Additional Instructions:Your essay should be 3?4 pages in length (not counting your title page or references). You must include a title page and a list references. APA formatting is preferred. Do not paste sections of text into your essay. All of your work must be written in your own words. It?s OK to use a short quote now and again, but quotations must be in quotation marks and properly cited. In-text citations should be used anytime you are borrowing somebody else?s ideas or information. That is to say, if you are borrowing a thought from a publication from F. Leghorn?s article written in 2010, that section of text must be followed with (Leghorn, 2010). Quotations, data, and general ideas (put into your own words) should all be cited.;Module 2 - SLP;BSC FLEXIBILITY & THE CUSTOMER PERSPECTIVE;For Module 2, consider your organization's mission and strategy from the perspective of its potential, prospective, and present customers. In this section of the assignment you?ll begin to identify objectives and measures relevant to that perspective. Refer back to the presentationObjectives, Measures, Targets & Action Plans if you need to.;SLP Assignment Expectations;Once you?re reasonably clear on what?s involved, think about your organization and its customers/clients/users/service recipients/whatever-you-wish-to-call-them, and then;? Identify at least three objectives for the organization's customer service perspective and show how they relate to the mission, vision, and strategy of the organization.;? For each objective, develop at least one meaningful performance measure (metric).;? For each objective, identify at least one expected level of performance (target).;? For each objective, identify at least one new action or program that needs to be developed to ensure successful implementation of the organization's strategy (initiative).;? Comment briefly on the relationships of the customer service objectives that you've identified here to the financial objectives that you identified in the Module 1 SLP assignment. How do they help to fulfill those objectives? If they don't (and they don't have to), what makes them more important than objectives that would relate to finances?;? Finally, do you wish to make any changes to your Module 1 objective write-up in light of your Module 2 experience?;Here?s a table that you may wish to copy and fill in. (The boxes are expandable, take all the space you need to be complete in your descriptions. No more than 2?3 pages should be necessary.);Objective;Measure;Target;Action;Relationships to other objectives;Module 3 - Case;BSC IMPLEMENTATION & THE INTERNAL BUSINESS PROCESS PERSPECTIVE;Assignment Overview;Any large-scale change endeavor requires a great deal of effort on the part of a given organization to implement. Implementing a corporate-wide BSC-based performance management system is no different. In implementing such a system, organizational leaders face the challenge of overcoming organizational inertia rooted in resistance to change. This is no easy challenge, and is one of the major reasons why the majority of BSC initiatives (or large-scale change initiatives in general) fail.;In this module, therefore, instead of looking at the BSC's value as a means of integrating strategy with operations or as a useful performance-management tool, we will put on our "organizational dynamics consultant hat" and consider what it takes to implement a large-scale organizational change endeavor.;Case Assignment;After completing the readings presented, write a 3- to 4-page essay on the following topic;In your own words, describe the efforts put forth by BAE in implementing the BSC approach in its organization?from an implementation perspective. What efforts did management make to assure employees would be receptive to, and accept, the BSC initiative? Describe to what extent you believe their efforts paid off.;The case study for BAE can be found in Chapter 7 of;Murby, L., & Gould, S. (2005). Effective Performance Management with the Balanced Scorecard: Technical Report. Chartered Institute of Management Accountants. Retrieved fromhttp://www.cimaglobal.com/Documents/ImportedDocuments/Tech_rept_Effective_Performance_Mgt_with_Balanced_Scd_July_2005.pdf;Assignment Expectations;Your assignment should include the following;Introduction:In this part of your essay introduce your topic and provide a brief overview of the key points you plan to make in your paper.;Analysis:In this section present the actual comparison and contrast between BAA?s approach to the Balanced Scorecard and more traditional approaches.;Conclusion:Wrap up your argument with a clear and cogent synopsis of your findings. Do your best to convince your reader (aka your professor) that your position is valid.;Additional Instructions:Your essay should be 3?4 pages in length (not counting your title page or references). You must include a title page and a list references. APA formatting is preferred. Do not paste in sections of text into your essay. All of your work must be written in your own words. It?s OK to use a short quote now and again, but quotations must be in quotation marks and properly cited. In-text citations should be used anytime you are borrowing somebody else?s ideas or information. That is to say, if you are borrowing a thought from a publication from J. Bravo?s article written in 2010, that section of text must be followed with (Bravo, 2010). Quotations, data, and general ideas (put into your own words) should all be cited.;Module 3 - SLP;BSC IMPLEMENTATION & THE INTERNAL BUSINESS PROCESS PERSPECTIVE;For Module 3, consider the organization's mission and strategy from the perspective of its internal business processes (from your work on the case, your previous course work, and your background reading, you should be reasonably clear what such business processes are). In this section of the assignment you?ll begin to identify objectives and measures relevant to that perspective. Refer back to Objectives, Measures, Targets & Action Plans if you need to.;SLP Assignment Expectations;Once you?re reasonably clear on what?s involved, think about your organization and its business processes, and then;Identify at least three objectives for improving the organization's internal business processes, and show how they relate to the mission, vision, and strategy of the organization.;? For each objective, develop at least one meaningful performance measure (metric).;? For each objective, identify at least one expected level of performance (target).;? For each objective, identify at least one new action or program that needs to be developed to ensure successful implementation of the organization's strategy (initiative).;? Comment briefly on the relationships of the process objectives that you've identified here to the finance objectives that you identified in the Module 1 SLP assignment and/or the customer service objectives that you identified in the Module 2 SLP assignment. How do they help to fulfill those objectives? If they don't (and they don't have to), what makes them more important than objectives that would relate to finance or customer service?;? Finally, do you wish to make any changes to your Module 1 or Module 2 objective write-ups in light of your Module 3 experience?;Here?s a table that you may wish to copy and fill in. (The boxes are expandable, take all the space you need to be complete in your descriptions. No more than 2?3 pages should be necessary.);Objective;Measure;Target;Action;Relationships to other objectives;Module 4 - Case;STRATEGY MAPPING & THE LEARNING AND GROWTH PERSPECTIVE;Case Assignment;Explain the process of strategy mapping and how it relates to performance management and establishing value propositions. You may discuss this theoretically or use the Glacier Inn case study presented in the Armitage and Scholey (2006) document in your readings to serve as an example for integrating these ideas. Alternatively, you can use the Hazard Action Zone case study presented in Murby & Gold document (see background readings) if you?d prefer.;Armitage, H., Scholey, C., (2006). Using strategy maps to drive performance. Society of Management Accountants of Canada. Retrieved fromhttp://www.cimaglobal.com/Documents/ImportedDocuments/Tech_MAG_Strategy_Mapping_March07.pdf;Assignment Expectations;Your essay should be 4?5 pages long and include the following;Introduction:In this part of your essay introduce your topic and provide a brief overview of the key points you plan to make in your paper.;Analysis:In this section present the actual comparison and contrast between BAA?s approach to the Balanced Scorecard and more traditional approaches.;Conclusion:Wrap up your argument with a clear and cogent synopsis of your findings. Do your best to convince your reader (aka your professor) that your position is valid.;Additional Instructions:Your essay should be 4?5 pages in length (not counting your title page or references). You must include a title page and a list references. APA formatting is preferred. Do not paste in sections of text into your essay. All of your work must be written in your own words. It?s OK to use a short quote now and again, but quotations must be in quotation marks and properly cited. In-text citations should be used anytime you are borrowing somebody else?s ideas or information. That is to say, if you are borrowing a thought from a publication from J. Neutron?s article written in 2010, that section of text must be followed with (J. Neutron, 2010). Quotations, data, and general ideas (put into your own words) should all be cited.;Module 4 - SLP;STRATEGY MAPPING & THE LEARNING AND GROWTH PERSPECTIVE;For Module 4, consider your organization's mission and strategy from the perspective of its learning and growth (from your work on the Case, your previous course work, and your background reading, you should be reasonably clear what such activities are). In this section of the assignment you?ll begin to identify objectives and measures relevant to that perspective. Refer back to this presentation on Objectives, Measures, Targets & Action Plans if you need to.;SLP Assignment Expectations;Once you?re reasonably clear on what?s involved, think about your organization and its learning and growth processes, and then;? Identify at least three objectives for improving the organization's learning and growth, and show how they relate to the mission, vision, and strategy of the organization.;? For each objective, develop at least one meaningful performance measure (metric).;? For each objective, identify at least one expected level of performance (target).;? For each objective, identify at least one new action or program that needs to be developed to ensure successful implementation of the organization's strategy (initiative).;? Comment briefly on the relationships of the learning and growth objectives that you've identified here to the financial objectives that you identified in the Module 1 SLP assignment, the customer service objectives you identified in Module 2, and/or the internal business process objectives you identified in Module 3. How do they help to fulfill those objectives? If they don't (and they don't have to), what makes them more important than objectives that would relate to customer service, business processes, or financial operations?;? Finally, do you wish to make any changes to your Module 1, 2, or 3 objective write-ups in light of your Module 4 experience?;Here?s a table that you may wish to copy and fill in. (The boxes are expandable, take all the space you need to be complete in your descriptions. No more than 2?3 pages should be necessary.);Objective;Measure;Target;Action;Relationships to other objectives;Module 5 - Case;INTEGRATION - CAUSAL CHAINS AND STRATEGY;Assignment Overview;You have spent a lot of time in this course learning about the Balanced Scorecard approach. The benefit of the approach is that it measures an organization's performance from multiple perspectives. You have had an opportunity to consider organizational performance from several different perspectives and tie performance to strategy. You have also had an opportunity to consider organizational dynamics in relation to the implementation of a large-scale project like adoption of the Balanced Scorecard approach.;In this module you will have an opportunity to take what you have learned and to apply it as an organizational consultant.;For this Case Assignment you will play the role of a consultant presenting a case to a medium-to-large technology firm. A representative from the company Sonic Technologies has contacted you and asked you to meet with a group of company executives to discuss how the BCS approach works in technology organizations.;Of course, it is well known that consultants are not all-knowing and that it is not uncommon for them to do a considerable amount of research before presenting a case to a client. Fortunately, you come across the following document while preparing for the assignment;Rohm, H., Malinoski, M., Strategy based balanced scorecards for technology. Balanced Scorecard Institute. Retrieved from:http://www.balancedscorecard.org/Portals/0/PDF/Technology Company Balanced Scorecard Systems_06222010_Final.pdf;Case Assignment;Your task is to prepare an overview document that you will provide to the individuals who participate in your meeting. The document should not exceed 5 pages but should summarize the key points of the Balanced Scorecard process based on what you have learned this session and you need to apply what you have learned to technology organizations.;Assignment Expectations;Your essay should be 4?5 pages long and include the following;Introduction:In this part of your essay introduce your topic and provide a brief overview of the key points you plan to make in your paper.;Analysis:In this section present the actual comparison and contrast between BAA?s approach to the Balanced Scorecard and more traditional approaches.;Conclusion:Wrap up your argument with a clear and cogent synopsis of your findings. Do your best to convince your reader (aka your professor) that your position is valid.;Additional Instructions:Your essay should be 4?5 pages in length (not counting your title page or references). You must include a title page and a list references. APA formatting is preferred. Do not paste in sections of text into your essay. All of your work must be written in your own words. It?s OK to use a short quote now and again, but quotations must be in quotation marks and properly cited. In-text citations should be used anytime you are borrowing somebody else?s ideas, or information. That is to say, if you are borrowing a thought from a publication from J. Neutron?s article written in 2010, that section of text must be followed with (J. Neutron, 2010). Quotations, data, and general ideas (put into your own words) should all be cited.;Module 5 - SLP;INTEGRATION - CAUSAL CHAINS AND STRATEGY;Signature Assignment for BUS499 SLP Module 5;As you recall, in MGT301 (Principles of Management), attention was given in SLP 5 to building critical thinking and problem-solving skills, along with information-literacy skills. In the SLP 5 assignment for MGT499 (Strategic Management), you had the opportunity to develop your business critical-thinking skills more fully by applying strategic management principles to your chosen organization in the process of addressing key stakeholders about strategic initiatives that may be of concern (older iterations of MGT499 focused solely on the shareholder).;And finally, in BUS499 (BSBA Integrative Project) you will focus your Module 5 SLP on honing your critical-thinking and information-literacy skills.;You've put a lot of work into your analyses of the four perspectives considered in the Balanced Scorecard process. Now it?s time to put it all together! In this module, you?ll be preparing an argumentative essay on the SLPs from Modules 1?4.;SLP Assignment Expectations;Utilizing Trident?s library resources, identify at least one case study of an organization that utilizes a Balanced Scorecard approach, and three additional peer-reviewed papers on the topic of the Balanced Scorecard. Do some additional reading as well. Based on the case study found in the literature, conduct a critical analysis arguing whether your "SLP organization" would do a better or worse job of implementing the BSC approach. If your organization has already implemented BSC, then compare implementation success of your "SLP organization" with the case study from the literature.;In conducting your analysis formulate a thesis statement and provide a well-thought-out argument in a 3- to 5-page document that compares implementation as described in the case study with what you would expect out of your "SLP organization." Here are a couple of example thesis statements you might want to consider with appropriate revisions.;? Based on my review of [XYZ Corporation's] implementation of the Balanced Scorecard approach and review of recent BSC-related literature, I believe it would (or would not) be worth implementing the Balanced Scorecard approach in my SLP organization.;? Based on my review of the current literature I believe my chosen organization has (or has not) done a better job of implementing the Balanced Scorecard approach than [XYZ Corporation].;Compare and contrast the BSC implementation success of the organization outlined in the case study you found in your literature search with the success you would expect (or have experienced) in your chosen organization. Utilize the peer-reviewed papers to support your arguments. Above all, your arguments should be convincing and well supported by the literature.;Be honest! If you don?t think your organization is up to the challenge, then say so and provide some academically based resources to support your claim. For instance, if you do not think the leadership of your organization would be able to pull it off, then find some leadership-based research to help support your claims. Remember, convincing the reader is key.;Your assignment will be graded according to the BSBA Information Literacy Grading Rubric. (To see the rubric, go to Assessments>Rubrics. Click the arrow next to the rubric name and choosePreview.);Discussions;Module 1;The material in this module tells us that many companies place disproportionate emphasis on the financial perspective at the expense of the other three perspectives. Give an example of an organization with which you are familiar from either previous coursework, the news, or personal experience where this has been the case. What were the results of this focus on the financial perspective on customers and other stakeholders? Be as specific as you can and give concrete examples.;Note: This discussion board is designed for you to respond to the above question/topic by Thursday of the first week of the module. To receive a passing grade each post should be a minimum of 200 words in length, demonstrating thought and integration of key concepts. Your response should be supported with relevant background sources, which must be properly cited and referenced. During the second week you should respond to at least one other student with a post of similar length and quality as your initial post.;Module 2;Can you think of any organizations that do not have relevant "customers" to take into consideration? If there are such, how are they different from other organizations where all parts of the BSC operate equally?;Note: This discussion board is designed for you to respond to the above question/topic by Thursday of the first week of the module. To receive a passing grade each post should be a minimum of 200 words in length, demonstrating thought and integration of key concepts. Your response should be supported with relevant background sources, which must be properly cited and referenced. During the second week you should respond to at least one other student with a post of similar length and quality as your initial post.;Module 3;Organizations are complex systems with multiple stakeholders. Sometimes the interests of various stakeholders can conflict. For your initial post to this discussion, give an example of a business process where the interests of two (or more) stakeholders are in opposition. For your second posting, choose an example of such a conflict posted by another student, and suggest a way that the business process can be changed so that the interests of the stakeholders can be brought into sync.;Note: This discussion board is designed for you to respond to the above question/topic by Thursday of the first week of the module. To receive a passing grade each post should be a minimum of 200 words in length, demonstrating thought and integration of key concepts. Your response should be supported with relevant background sources, which must be properly cited and referenced. During the second week you should respond to at least one other student with a post of similar length and quality as your initial post.;Module 4;The home page of this module identifies several measures of the learning and growth perspective, such as;Real-time availability of accurate customer and internal process information to front-line employees;Ability to launch new products;Ability to create more value for customers;Ability to penetrate new markets;Alignment of employee incentives with overall organizational success factors;Rates of improvement in critical customer-based and internal processes;Consideration of these measures reveals that it can be difficult to quantify these factors. For your first posting in this Discussion, identify one specific example of a learning and growth measure that you feel could be critical to an organization but difficult to measure. For your second posting, choose another student's measure and propose a metric that could be used to quantify it.;Note: This discussion board is designed for you to respond to the above question/topic by Thursday of the first week of the module. To receive a passing grade each post should be a minimum of 200 words in length, demonstrating thought and integration of key concepts. Your response should be supported with relevant background sources, which must be properly cited and referenced. During the second week you should respond to at least one other student with a post of similar length and quality as your initial post.;Module 5;In your opinion, what are the most difficult aspects of simultaneously balancing the four perspectives in the Balanced Scorecard? Be specific and give examples from your Case analyses and/or SLP.;Note: This discussion board is designed for you to respond to the above question/topic by Thursday of the first week of the module. To receive a passing grade each post should be a minimum of 200 words in length, demonstrating thought and integration of key concepts. Your response should be supported with relevant background sources, which must be properly cited and referenced. During the second week you should respond to at least one other student with a post of similar length and quality as your initial post.;Module 6;Given the readings and assignments in this course and the BSBA program, identify and discuss two important concepts that you believe are essential to be successful in business administration. How has this course been useful to you in helping you to understand how these concepts apply to business operations?;Note: This discussion board is designed for you to respond to the above question/topic by Thursday of the first week of the module. To receive a passing grade your post should be a minimum of 200 words in length, demonstrating thought and integration of key concepts. Your response should be supported with relevant background sources, which must be properly cited and referenced.

 

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