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6 pages/β‰ˆ1650 words
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3 Sources
Style:
APA
Subject:
Business & Marketing
Type:
Case Study
Language:
English (U.S.)
Document:
MS Word
Date:
Total cost:
$ 29.16
Topic:

Analysis Memo on Triple Bottom Line and Key Performance Indicators

Case Study Instructions:

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:
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
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.

Case Study Sample Content Preview:
Date:
Memo To:
From:
Subject: Analysis Memo
Introduction
Adopting a strategic focus allows the health and beauty company to be clear about its mission and vision and set coherent, well-established strategies for meeting the set objectives. From my fundamental perspective, having a strategic focus remains a common characteristic across a successful organization. So, when an affluent firm encounters performance challenges, it is not uncommon for business analysts to propose that its management has lost on its clients or target market. For every viable strategic plan, a company's management has to identify the organization's positioning in terms of profitability and societal impacts to determine where the organization should be over time. In essence, organizational management will have to define what the company wants to achieve and then identify the people responsible for every process (Miller, 2020). Like any other organization, the health and beauty company has analyzed its current market focus and realized a backlash in corporate social responsibility. Because CSR plays a critical role in maximizing profitability, the company needs to formulate a strategic plan to incorporate all the areas that strive to maximize profits over time. As such, the paper evaluates this strategic plan to identify how it supports the several criteria within the health organization.
The Strategic Plan
In particular, the health and beauty company depends on fee-based membership to build and sustain its client base. So, the company has a membership product line which it sells by offering discounts, special services, and benefits to the loyal customers who maintain their subscriptions. However, the CEO has identified that the current sales and marketing strategy may limit profit maximization as the organization seems to omit giving back to society. That said, the CEO wants the company to transition from its current business model to a strategic focus on CSR and triple bottom line (TBL). Ideally, a TBL accounting framework incorporates three dimensions of performance: financial (profits), environmental (planet), and social (people) (Cataldi, 2021). For me, the TBL marketing and sales framework differs from the traditional business model because it involves ecological and social measures that might challenge the management to measure appropriately. As the health and beauty company needs to transition to a CSR and TBL strategy in the next three years, it will capture its essence of sustainability by measuring the impacts of its activities on the world—in addition to profitability and shareholder values and social and environmental capital. Therefore, the triple bottom line model is dependent on the idea that a company can achieve profitability while maintaining environmental consciousness and improving people's living standards.
Triple Bottom Line (TBL) Relationship with Key Performance Indicators (KPIs)
It remains relevant for organizations to measure their sustainability using the available and manageable set of key performance indicators in the current business world. For the Health and Beauty Company, the primary key performance indicator to measure its success, regarding the current business model, remains profits harnessed from th...
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