Tag: Financial Accounting

  • [Solved] BUSINESS( NO PLAGARISM A+ WORK, ON TIME)

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    [>Management homework help](https://www.sweetstudy.com/fields/business-finance-management) Discussion Assignment **files (1)** – ## week7600FINAL.docx **## week7600FINAL.docx** Week 7 Assignment: Final Project Signature Assignment: This assignment aligns with all course COs. Recommendation: Print co…

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    [>Management homework help](https://www.sweetstudy.com/fields/business-finance-management)

    Discussion Assignment

    **files (1)**

    – ## week7600FINAL.docx

    **## week7600FINAL.docx**

    Week 7 Assignment: Final Project

    Signature Assignment: This assignment aligns with all course COs.

    Recommendation: Print complete Assignment to fully read and reference in preparing your paper! Paper outline is included.

    Prompt:

    Background

    For your final project, you are creating your own hypothetical scenario within the following parameters and applying the concepts covered this term.

    The INDUSTRY:

    First, select one of the following industries for this project and research the use of AI in this industry. (This has been covered in the Lessons also.)

    Agriculture

    Transportation

    Healthcare

    Finance

    Aerospace

    Education

    The COMPANY:

    Now, for this project,

    Create a hypothetical U.S. private for-profit civilian company of 200+ employees that is in business in the industry you have selected. The company is a C-corporation owned by multiple unrelated shareholders.

    Give your company a name.

    You might research current businesses in the industry for ideas, but the assignment is to create a hypothetical company.

    You are the VP of Innovation of this company.

    The AI:

    Next:

    Imagine a new AI application that might help productivity, ensure the business' continuity, streamline efficiency, and thus free up time in tasks that humans now perform in the company.

    This can be a potential AI app you completely dream up, or it can be a new one just being released on the market that you find in your research.

    Identify which of the six (6) AI subfields is the primary AI type (see Week 2 Lesson) of this new AI. There are potential new apps in a variety of areas to consider for any industry now or in the future. To help your ideas for creative research for this paper, you could look at—for example—AI assistance in such areas as AI-robotics, wearables, financial applications, cybersecurity, safety, product upgrades, customer support, medical diagnostics, supply chain, or transportation.

    **NOTE:

    You are looking at the company’s acquisition and use of a proposed new AI app that might support/enhance the company’s business in some way—NOT a new product for the company to develop, sell or manufacture. Here is an analogy: It's like acquiring a new broom to sweep the company's production floor, not a new broom to create, develop, market, and sell to customers for their floors. Your company is not creating or building the AI app. It is considering if it should acquire and use it in its business operations.

    The Assignment Task & Format Instructions and How to Organize Your Content :

    The following provides an outline for your paper’s content with explanatory notes about what you should cover for each section. Use the APA Sample Student Paper you have used in prior Assignments for a template of how to structure your paper.

    The Project:

    Having imagined and created the hypothetical company in the selected industry and a new AI application as directed above, here is the Project Assignment:

    You are the company's Vice President of Innovation.

    The CEO and Board have asked for your research and recommendation about the new AI app.

    Prepare an APA7 paper that covers the points outlined below for the hypothetical you have created.

    Write this paper in the third person—NOT using “I”, “we”, “us”, “you”, or “your”.

    Use the following outline for your content, which incorporates the Lesson material we have covered for the Course Objectives.

    **TIP: Embrace the hypothetical as if it were a real business and mentally immerse yourself as the VP advising the CEO and Board. Use the company name where appropriate. Use the AI app name where appropriate. In other words, make it real.

    **Paper Content Outline (Follow APA7 format as in prior Assignments):

    Suggested title: Executive Report on the [Company Name]’s Use of [Name of AI Application]

    Introduction

    In this section, you setting up your paper and introducing your topic. Describe the industry, the company, and the company’s particular business in the industry. Explain what the company does (examples: services, manufacturing, retail, etc.), which will in turn drive the type of AI application it would be using. Summarize how AI is transforming business and how a new AI app—named [app's name]—is being considered for the company. There are pros, cons, and other issues to consider in making the decision.

    How AI is Transforming Business

    In this section, summarize how AI has transformed business in general and how it is transforming, in particular, the company's industry that you selected for your topic. Briefly summarize how this transformation is affecting the company's need to advance.

    Proposed New AI Application

    In this section, explain the company’s interest in a new AI application named [app's name] and the potential benefit this AI might bring for the business. Describe the AI application of interest (as you have imagined it—as indicated in PROMPT/Background above).

    NOTE: This does not require a detailed technical description of the AI. What is the main AI subfield involved, and what will be the AI’s function for the company? For example: “[Name of the AI app] will use natural language processing to [description of app function]” OR “The company is considering a new AI wearable device called [name of the AI app] which machine learning [description of app function]." Then describe what it does. In these examples, it is not necessary to explain how NLP or ML itself works, only correctly align the subfield with the proposed AI app for the company. The function and benefit of the AI app for the company’s operations is the focus of your description. In short, what is the AI, and what does it do?

    Pros, Cons, and Benefits of AI

    In this section, first describe the general issues—pros and cons—of AI in business, including the benefits of AI. What are the benefits? What are the issues? Issues should include legal/ethical issues, change issues (e.g. work force disruption), concerns such as bias and corruption, and future implications. This provides a baseline for discussing the specific AI for your business.

    Evaluation of AI for a Business

    Summarize the pros, cons, and benefits for the (1) specific industry and company of your hypothetical, and (2) how they apply to the proposed new AI app the company is considering. What is the CEO/Board going to want to know? What is the benefit of this AI for the company? What are the downsides? The issues of concern? Explain the considerations and steps your company should cover in evaluating whether to implement the proposed new AI application for the future.

    (Utilize Week 6 Lesson & eReserve readings as part of your research for this section.)

    Recommendation for [Company Name]'s Implementing [Name of the AI Application]

    What is the recommendation: use the app or pass on it? Why? Also in this section, assuming the business decides to use the AI application, recommend and explain at least three (3) steps the company should employ in its implementation. (Refer to Week 6 Lesson and eReserve readings as part of your research.) These should be three (3) main general steps important to cover.

    Conclusion

    Wrapping up: Summarize the benefits and considerations of AI and the business using this AI application and recommendation.

    References

    This is a separate page listing the APA7 citations of your supporting research. All should be cited in text in the paper.

    You must use a minimum five (5) credible sources.

    *How Do I Know if a Source is Credible? [Purdue webpage] and How Can I Find Credible Sources? [article]

    All references listed on the References page must also appear as in-text citations in the paper, correctly supporting your narrative.

    Paper Structure:

    Prepare your paper in Word in APA 7th Ed. Style. See the APA Help module in Course Content.

    Write in third-person.

    NO abstract. NO table of contents.

    Length: 2,100–2,300 words (excluding Title Page and References Page).

    References — Minimum of five (5) credible References; all sources listed on the References page must be cited in-text, supporting your narrative.

    See help sources below and Grading Rubric for further guidance.

    TIP: Use the Grading Rubric/Exemplary standard as a checklist for proofing your final paper draft. For grammar and spelling, Turnitin provides feedback if you submit a draft in advance. Word also has a grammar/spelling/usage app you can run on your draft.

    Your paper will automatically go through Turnitin with your submission and is also subject to review for misuse of generative AI. Assignments are setup with unlimited submissions so you can check your work through Turnitin multiple times before the due date. Strive for a Turnitin score below 20%. Scores above 20% indicate there may be an issue your instructor is more likely to penalize.

    References

    Passalacqua, M., Pellerin, R., Magnani, F., Doyon-Poulin, P., Del-Aguila, L., Boasen, J., & Léger, P.-M. (2025). Human-centred AI in industry 5.0: a systematic review. International Journal of Production Research, 63(7), 2638–2669. https://doi-org.ezproxy1.apus.edu/10.1080/00207543.2024.2406021

    An-Chi, L., Wang, J., Zhan, Y., Chien-Jung, L., & Yang, L. (2021). Meta-Frontier Analysis of Disclosing Sustainable Development Information: Evidence from China’s AI Industry. Energies, 14(19), 6139. https://doi.org/10.3390/en14196139

    Taiwan telecommunication AI industry ESG disclosure. (2025). Scientific Reports (Nature Publisher Group), 15(1), 20043. https://doi.org/10.1038/s41598-025-04585-1

    **## week7600FINAL.docx**

    Week 7 Assignment: Final Project

    Signature Assignment: This assignment aligns with all course COs.

    Recommendation: Print complete Assignment to fully read and reference in preparing your paper! Paper outline is included.

    Prompt:

    Background

    For your final project, you are creating your own hypothetical scenario within the following parameters and applying the concepts covered this term.

    The INDUSTRY:

    First, select one of the following industries for this project and research the use of AI in this industry. (This has been covered in the Lessons also.)

    Agriculture

    Transportation

    Healthcare

    Finance

    Aerospace

    Education

    The COMPANY:

    Now, for this project,

    Create a hypothetical U.S. private for-profit civilian company of 200+ employees that is in business in the industry you have selected. The company is a C-corporation owned by multiple unrelated shareholders.

    Give your company a name.

    You might research current businesses in the industry for ideas, but the assignment is to create a hypothetical company.

    You are the VP of Innovation of this company.

    The AI:

    Next:

    Imagine a new AI application that might help productivity, ensure the business' continuity, streamline efficiency, and thus free up time in tasks that humans now perform in the company.

    This can be a potential AI app you completely dream up, or it can be a new one just being released on the market that you find in your research.

    Identify which of the six (6) AI subfields is the primary AI type (see Week 2 Lesson) of this new AI. There are potential new apps in a variety of areas to consider for any industry now or in the future. To help your ideas for creative research for this paper, you could look at—for example—AI assistance in such areas as AI-robotics, wearables, financial applications, cybersecurity, safety, product upgrades, customer support, medical diagnostics, supply chain, or transportation.

    **NOTE:

    You are looking at the company’s acquisition and use of a proposed new AI app that might support/enhance the company’s business in some way—NOT a new product for the company to develop, sell or manufacture. Here is an analogy: It's like acquiring a new broom to sweep the company's production floor, not a new broom to create, develop, market, and sell to customers for their floors. Your company is not creating or building the AI app. It is considering if it should acquire and use it in its business operations.

    The Assignment Task & Format Instructions and How to Organize Your Content :

    The following provides an outline for your paper’s content with explanatory notes about what you should cover for each section. Use the APA Sample Student Paper you have used in prior Assignments for a template of how to structure your paper.

    The Project:

    Having imagined and created the hypothetical company in the selected industry and a new AI application as directed above, here is the Project Assignment:

    You are the company's Vice President of Innovation.

    The CEO and Board have asked for your research and recommendation about the new AI app.

    Prepare an APA7 paper that covers the points outlined below for the hypothetical you have created.

    Write this paper in the third person—NOT using “I”, “we”, “us”, “you”, or “your”.

    Use the following outline for your content, which incorporates the Lesson material we have covered for the Course Objectives.

    **TIP: Embrace the hypothetical as if it were a real business and mentally immerse yourself as the VP advising the CEO and Board. Use the company name where appropriate. Use the AI app name where appropriate. In other words, make it real.

    **Paper Content Outline (Follow APA7 format as in prior Assignments):

    Suggested title: Executive Report on the [Company Name]’s Use of [Name of AI Application]

    Introduction

    In this section, you setting up your paper and introducing your topic. Describe the industry, the company, and the company’s particular business in the industry. Explain what the company does (examples: services, manufacturing, retail, etc.), which will in turn drive the type of AI application it would be using. Summarize how AI is transforming business and how a new AI app—named [app's name]—is being considered for the company. There are pros, cons, and other issues to consider in making the decision.

    How AI is Transforming Business

    In this section, summarize how AI has transformed business in general and how it is transforming, in particular, the company's industry that you selected for your topic. Briefly summarize how this transformation is affecting the company's need to advance.

    Proposed New AI Application

    In this section, explain the company’s interest in a new AI application named [app's name] and the potential benefit this AI might bring for the business. Describe the AI application of interest (as you have imagined it—as indicated in PROMPT/Background above).

    NOTE: This does not require a detailed technical description of the AI. What is the main AI subfield involved, and what will be the AI’s function for the company? For example: “[Name of the AI app] will use natural language processing to [description of app function]” OR “The company is considering a new AI wearable device called [name of the AI app] which machine learning [description of app function]." Then describe what it does. In these examples, it is not necessary to explain how NLP or ML itself works, only correctly align the subfield with the proposed AI app for the company. The function and benefit of the AI app for the company’s operations is the focus of your description. In short, what is the AI, and what does it do?

    Pros, Cons, and Benefits of AI

    In this section, first describe the general issues—pros and cons—of AI in business, including the benefits of AI. What are the benefits? What are the issues? Issues should include legal/ethical issues, change issues (e.g. work force disruption), concerns such as bias and corruption, and future implications. This provides a baseline for discussing the specific AI for your business.

    Evaluation of AI for a Business

    Summarize the pros, cons, and benefits for the (1) specific industry and company of your hypothetical, and (2) how they apply to the proposed new AI app the company is considering. What is the CEO/Board going to want to know? What is the benefit of this AI for the company? What are the downsides? The issues of concern? Explain the considerations and steps your company should cover in evaluating whether to implement the proposed new AI application for the future.

    (Utilize Week 6 Lesson & eReserve readings as part of your research for this section.)

    Recommendation for [Company Name]'s Implementing [Name of the AI Application]

    What is the recommendation: use the app or pass on it? Why? Also in this section, assuming the business decides to use the AI application, recommend and explain at least three (3) steps the company should employ in its implementation. (Refer to Week 6 Lesson and eReserve readings as part of your research.) These should be three (3) main general steps important to cover.

    Conclusion

    Wrapping up: Summarize the benefits and considerations of AI and the business using this AI application and recommendation.

    References

    This is a separate page listing the APA7 citations of your supporting research. All should be cited in text in the paper.

    You must use a minimum five (5) credible sources.

    *How Do I Know if a Source is Credible? [Purdue webpage] and How Can I Find Credible Sources? [article]

    All references listed on the References page must also appear as in-text citations in the paper, correctly supporting your narrative.

    Paper Structure:

    Prepare your paper in Word in APA 7th Ed. Style. See the APA Help module in Course Content.

    Write in third-person.

    NO abstract. NO table of contents.

    Length: 2,100–2,300 words (excluding Title Page and References Page).

    References — Minimum of five (5) credible References; all sources listed on the References page must be cited in-text, supporting your narrative.

    See help sources below and Grading Rubric for further guidance.

    TIP: Use the Grading Rubric/Exemplary standard as a checklist for proofing your final paper draft. For grammar and spelling, Turnitin provides feedback if you submit a draft in advance. Word also has a grammar/spelling/usage app you can run on your draft.

    Your paper will automatically go through Turnitin with your submission and is also subject to review for misuse of generative AI. Assignments are setup with unlimited submissions so you can check your work through Turnitin multiple times before the due date. Strive for a Turnitin score below 20%. Scores above 20% indicate there may be an issue your instructor is more likely to penalize.

    References

    Passalacqua, M., Pellerin, R., Magnani, F., Doyon-Poulin, P., Del-Aguila, L., Boasen, J., & Léger, P.-M. (2025). Human-centred AI in industry 5.0: a systematic review. International Journal of Production Research, 63(7), 2638–2669. https://doi-org.ezproxy1.apus.edu/10.1080/00207543.2024.2406021

    An-Chi, L., Wang, J., Zhan, Y., Chien-Jung, L., & Yang, L. (2021). Meta-Frontier Analysis of Disclosing Sustainable Development Information: Evidence from China’s AI Industry. Energies, 14(19), 6139. https://doi.org/10.3390/en14196139

    Taiwan telecommunication AI industry ESG disclosure. (2025). Scientific Reports (Nature Publisher Group), 15(1), 20043. https://doi.org/10.1038/s41598-025-04585-1

  • [Solved] DEFM200

    ✓ Verified Academic Solution Available

    Executive Solution Overview

    see attached **files (1)** – ## WK3Assignment.docx **## WK3Assignment.docx** **Instructions** **Assignment Directions** This assignment assesses [CO-3 [content page]](https://myclassroom.apus.edu/d2l/common/dialogs/quickLink/quickLink.d2l?ou=1027396&type=content&rcode=00D22884-7DC5-4408-809B-589E3…

    Instant Solution Download

    $6.99

    Immediate access to the full model answer, formatted citations, and rubric breakdown.

    Need a Fresh Custom Paper?

    Have this question answered from scratch according to your specific instructions and deadline.

    Order on TutorsGallery →

    Assignment Prompt & Instructions

    see attached

    **files (1)**

    – ## WK3Assignment.docx

    **## WK3Assignment.docx**

    **Instructions**

    **Assignment Directions**

    This assignment assesses
    [CO-3 [content page]](https://myclassroom.apus.edu/d2l/common/dialogs/quickLink/quickLink.d2l?ou=1027396&type=content&rcode=00D22884-7DC5-4408-809B-589E36B04C5A-5979).

    Read the article by David Garvin (1987),
    _Eight Dimensions of Quality_. Create a PowerPoint presentation consisting of eight slides, excluding the title and reference pages.

    List four to five main points (using bullet point format) on each main slide. The main points should cover each of the eight dimensions mentioned in the Garvin article. Below the main slides, add narrative information explaining the significance of each dimension. You can use one main slide and its accompanying notes.

    **Submission Guidelines:**

    The notes in the narrative should “mimic” the information as in a live classroom setting. The notes section should include APA-formatted citations. References should be on the final main slide, also APA-formatted.

    This assignment is useful for students to practice presentations using PowerPoint and to demonstrate knowledge of course objective three.

    **Eight Dimensions of Quality**

    Eight dimensions of quality were described by David Garvin (1987.) The article is a seminal work drawing on prior quality assurance literature. In this lesson, a summary of the eight dimensions of quality is presented as a foundation for further study on quality assurance and compliance with U.S. government contracts.

    **The Eight Dimensions of Quality**

    Garvin (1987) categorized the eight dimensions:

    ·
    **Performance**

    · Primary operating characteristics (Garvin, 1987).

    · Create value-added, customer-driven product or service (Harris-Huemmert, et al. 2024).

    ·
    **Features**

    · The "bells and whistles" added to a product that supplements it or enhances its service (Garvin, 1987).

    · De Giovanni (2024) expands on this by identifying emerging consumer-driven features, such as sustainability and ethical sourcing, as critical to perceived quality.

    ·
    **Reliability**

    · The amount of time a product is expected to perform to specifications without interruption (Garvin, 1987).

    · Escobar and Meeker (2006) expanded their work by incorporating statistics, modeling, field data, and design optimization.

    ·
    **Conformance**

    · Allowing a level of tolerance for deviance in specification parameters provides customers with a choice in the performance characteristics of products and services (Garvin, 1987).

    · De Giovanni (2024) indicated that conformance to procedure and specification attributes in the defense industry is essential.

    ·
    **Durability**

    · Durability and reliability are closely related – durability refers to the time a product remains useful, such as a light bulb before it starts to flicker (Garvin, 1987).

    · Durability is the expected lifespan of a product before it becomes uneconomical to repair. The long-term value is essential for lifecycle cost analysis. Often, durability is a factor in circular economy principles (Margherita et al., 2022).

    ·
    **Serviceability**

    · Used to reduce product downtime, measured by the time it takes to repair, or the number of service calls requested (Garvin, 1987).

    · SERVQUAL — which assess tangibility, reliability, responsiveness, assurance, and empathy — speeds repair and maintenance (Syaiful & Astuty, 2022).

    ·
    **Aesthetics**

    · A subjective factor. It is often confusing during visual inspection for things like paint color or metal finishing (Garvin, 1987).

    · Tao and Tao (2024) emphasize aesthetics as key factors in brand identity and market positioning.

    ·
    **Perceived Quality**

    · The subjective perception by customers which, for the most part, lacks quantitative assessment characteristics (Garvin, 1987).

    · Generally emphasizes that perceived quality often mediates the relationship between actual performance and user satisfaction.

    **## WK3Assignment.docx**

    **Instructions**

    **Assignment Directions**

    This assignment assesses
    [CO-3 [content page]](https://myclassroom.apus.edu/d2l/common/dialogs/quickLink/quickLink.d2l?ou=1027396&type=content&rcode=00D22884-7DC5-4408-809B-589E36B04C5A-5979).

    Read the article by David Garvin (1987),
    _Eight Dimensions of Quality_. Create a PowerPoint presentation consisting of eight slides, excluding the title and reference pages.

    List four to five main points (using bullet point format) on each main slide. The main points should cover each of the eight dimensions mentioned in the Garvin article. Below the main slides, add narrative information explaining the significance of each dimension. You can use one main slide and its accompanying notes.

    **Submission Guidelines:**

    The notes in the narrative should “mimic” the information as in a live classroom setting. The notes section should include APA-formatted citations. References should be on the final main slide, also APA-formatted.

    This assignment is useful for students to practice presentations using PowerPoint and to demonstrate knowledge of course objective three.

    **Eight Dimensions of Quality**

    Eight dimensions of quality were described by David Garvin (1987.) The article is a seminal work drawing on prior quality assurance literature. In this lesson, a summary of the eight dimensions of quality is presented as a foundation for further study on quality assurance and compliance with U.S. government contracts.

    **The Eight Dimensions of Quality**

    Garvin (1987) categorized the eight dimensions:

    ·
    **Performance**

    · Primary operating characteristics (Garvin, 1987).

    · Create value-added, customer-driven product or service (Harris-Huemmert, et al. 2024).

    ·
    **Features**

    · The "bells and whistles" added to a product that supplements it or enhances its service (Garvin, 1987).

    · De Giovanni (2024) expands on this by identifying emerging consumer-driven features, such as sustainability and ethical sourcing, as critical to perceived quality.

    ·
    **Reliability**

    · The amount of time a product is expected to perform to specifications without interruption (Garvin, 1987).

    · Escobar and Meeker (2006) expanded their work by incorporating statistics, modeling, field data, and design optimization.

    ·
    **Conformance**

    · Allowing a level of tolerance for deviance in specification parameters provides customers with a choice in the performance characteristics of products and services (Garvin, 1987).

    · De Giovanni (2024) indicated that conformance to procedure and specification attributes in the defense industry is essential.

    ·
    **Durability**

    · Durability and reliability are closely related – durability refers to the time a product remains useful, such as a light bulb before it starts to flicker (Garvin, 1987).

    · Durability is the expected lifespan of a product before it becomes uneconomical to repair. The long-term value is essential for lifecycle cost analysis. Often, durability is a factor in circular economy principles (Margherita et al., 2022).

    ·
    **Serviceability**

    · Used to reduce product downtime, measured by the time it takes to repair, or the number of service calls requested (Garvin, 1987).

    · SERVQUAL — which assess tangibility, reliability, responsiveness, assurance, and empathy — speeds repair and maintenance (Syaiful & Astuty, 2022).

    ·
    **Aesthetics**

    · A subjective factor. It is often confusing during visual inspection for things like paint color or metal finishing (Garvin, 1987).

    · Tao and Tao (2024) emphasize aesthetics as key factors in brand identity and market positioning.

    ·
    **Perceived Quality**

    · The subjective perception by customers which, for the most part, lacks quantitative assessment characteristics (Garvin, 1987).

    · Generally emphasizes that perceived quality often mediates the relationship between actual performance and user satisfaction.

  • [Solved] SCMG201

    ✓ Verified Academic Solution Available

    Executive Solution Overview

    see attached **files (3)** – ## Project2AnswerTemplate_11-2023_dotx.dotx – ## WK3Assignment.docx – ## Project2PromptTemplate_April2023_dotx.dotx **## Project2AnswerTemplate_11-2023_dotx.dotx** 5 Assignment 2 – Weeks 3 & 4 Essay Questions SCMG 201 – Principles of Supply Chain Management Enter S…

    Instant Solution Download

    $6.99

    Immediate access to the full model answer, formatted citations, and rubric breakdown.

    Need a Fresh Custom Paper?

    Have this question answered from scratch according to your specific instructions and deadline.

    Order on TutorsGallery →

    Assignment Prompt & Instructions

    see attached

    **files (3)**

    – ## Project2AnswerTemplate_11-2023_dotx.dotx

    – ## WK3Assignment.docx

    – ## Project2PromptTemplate_April2023_dotx.dotx

    **## Project2AnswerTemplate_11-2023_dotx.dotx**

    5

    Assignment 2 – Weeks 3 & 4 Essay Questions

    SCMG 201 – Principles of Supply Chain Management

    Enter Student Name

    Enter Date

    **Chapter 3: Network and Systems Design (Questions 1 through 5)**

    **Question 1 Response:**

    **Question 2 Response:**

    **Question 3 Response:**

    **Question 4 Response:**

    **Question 5 Response:**

    **Chapter 5: Operations Management (Questions 6 through 10)**

    **Question 6 Response:**

    **Question 7 Response:**

    **Question 8 Response:**

    **Question 9 Response:**

    **Question 10 Response:**

    **## WK3Assignment.docx**

    **Assignment Directions:**

    **Note: This is Week One of a two-week assignment.**

    This is a two-week project, and in-depth answers are expected. Use your time wisely to show your insights into each question after carefully reviewing the reference materials.

    Please note that you will need to review the modular method in your textbook to complete this assignment. The modular method in supply chain management refers to breaking down complex processes into smaller, manageable, and independent components, or "modules," that can function effectively on their own but also integrate seamlessly into the larger system. This approach allows businesses to focus on improving specific aspects of their supply chain, such as sourcing, production, logistics, or distribution, without disrupting the entire operation.

    For example, a company may implement a modular approach by adopting a new warehouse management system without altering its transportation processes. This flexibility makes it easier to adapt to changes in market demands, implement new technologies, and respond to disruptions. Additionally, the modular method enhances collaboration across various parts of the supply chain by promoting standardized processes and clear communication. By focusing on individual components, organizations can improve efficiency, reduce costs, and achieve greater agility in their supply chain operations.

    **Instructions:**

    Under the Assignment Resources and Supports section are two documents needed for this assignment, the Project 2 Prompt Template and the Project 2 Answer Template. Download both templates before getting started.

    The Prompt Template has the questions, and the Answer template is for your responses.

    All 10 questions reference back to the lesson materials from your textbook. Research each of these questions in your textbook and online as instructed in each question. Also, give examples as you are prompted in each question. There is no word count for this project.

    Here is the information from the module on the assignment page:

    The modular method in supply chain management refers to breaking down complex processes into smaller, manageable, and independent components, or "modules," that can function effectively on their own but also integrate seamlessly into the larger system. This approach allows businesses to focus on improving specific aspects of their supply chain, such as sourcing, production, logistics, or distribution, without disrupting the entire operation.

    For example, a company may implement a modular approach by adopting a new warehouse management system without altering its transportation processes. This flexibility makes it easier to adapt to changes in market demands, implement new technologies, and respond to disruptions. Additionally, the modular method enhances collaboration across various parts of the supply chain by promoting standardized processes and clear communication. By focusing on individual components, organizations can improve efficiency, reduce costs, and achieve greater agility in their supply chain operations.

    So basically, considering how functional areas within supply chain are able to operate on their own, but also how they impact other areas within the supply chain as well.

    **## Project2PromptTemplate_April2023_dotx.dotx**

    5

    **Respond to the Chapters 5 & 6 Questions below in the Answer Template**

    **Chapter 3: Network and Systems Design (Questions 1 through 5)**

    **Question 1**: There are two views for how to manage processes across a supply chain. Research these two views both in your textbook and on the internet and then describe each view; include the primary focus, the advantages and disadvantages of both, and find an example of each on the internet. DO NOT copy or paraphrase your textbook, use your own words in defining these two views.

    **Enter Your answer on the “Answer Template.”**

    **Question 2:** Assume a retail harbor can process 28,000 containers from cargo freight ships per day, under maximum conditions, using overtime hours. The harbor offloading facility was designed to process 22,000 containers per day under normal conditions. During the month of July, the harbor facility processed 19,000 containers per day. Calculate the harbor’s ability to offload containers for both design and effective capacity. Show the formulas and the steps using Microsoft Office’s “Insert Equation” function.

    **Enter your answer on the “Answer Template.”**

    **Question 3:** Using the Word “Smart Art Function” create three separate illustrations for the evolution of supply chain integration for Material Flow where organizational functions are (a) independent, (b) integrated within the organization, and (c) integrated across the supply chain.

    **Enter Your answer on the “Answer Template.”**

    **Question 4**: Explain the
    **_Modular Method_** for installing an Enterprise Resource Planning (ERP) system. Pay close attention to the advantages and disadvantages. Research online and find two expert resources for the modular method, summarize them, and provide a hyperlink to the resource on modular enterprise research planning. Do not use a software company or any other “Ad” for a product. A good place to start is in Google using key words found in this question.

    **Enter Your answer on the “Answer Template.”**

    **Question 5:** Papi Toys can produce 500 toys in a single day under maximum conditions. However, it is designed to produce 400 units per day under normal conditions. In February, it produced 480 units per day. What was Papi Toys’ capacity utilization for both
    **_Design Capacity_** and
    **_Effective Capacity_**? What do these numbers tell you? (Sanders, Nada R.
    _Supply Chain Management, 2nd Edition_. Wiley, 2017-09-18. VitalBook file)

    **Enter Your answer on the “Answer Template.”**

    **Chapter 5: Operations Management (Questions 6 through 10)**

    **Question 6:** Explain the unique challenges to operations that manufacturing and service organizations each face. When explaining these challenges use a company of your choice for each (service and manufacturing) to explain these differences and how, if managed poorly, the impact could destroy the company.

    **Enter Your answer on the “Answer Template.”**

    **Question 7:** In your own words, explain the Product Design Process as presented in your Lesson Materials. Use an example of your choosing to illustrate the process of product design.

    **Enter Your answer on the “Answer Template.”**

    **Question 8:** Music Inc. has been selling music DVDs for 10 years and now wants to enter the Movie DVD business. They have entered a deal with paramount pictures to sell on DVD all of their future and past movies. The accounting department has estimated the cost of the DVD, Packaging, and Copyright fees for each DVD to be $5.00. The fixed cost for machinery, buildings & grounds, and overhead to be $30,000 per year. If Music Inc. sells each DVD for $20.00, how many DVDs must they sell to break even? Next, if Music Inc. sells 18,000 DVDs per year at a price of $20.00 what is their profit? Finally, if Music Inc. instead decides to lower the selling price per DVD by 10% ($18.00) and projects they will sells 10% more in that year (19,800), what is their profit? What conclusion can you draw about lowering prices in the market by 10% (hint – how many more units must be sold to recover the profit lost from selling at a 10% lower price)?

    **Enter Your answer on the “Answer Template.”**

    **Question 9**: Pizza Field Trip Exercise: Observe and then define in detail the process design for creating a Pizza in a “make to order” pizza house of your choice. Allow for different sizes and toppings. (Note: Feel free to pose this to your family as a mandatory field trip 😊)

    **Enter Your answer on the “Answer Template.”**

    **Question 10:** Discuss in detail the four types of Facility layouts. Explain the differences, applications, and advantages and disadvantages.

    **Enter Your answer on the “Answer Template.”**

    **## Project2PromptTemplate_April2023_dotx.dotx**

    5

    **Respond to the Chapters 5 & 6 Questions below in the Answer Template**

    **Chapter 3: Network and Systems Design (Questions 1 through 5)**

    **Question 1**: There are two views for how to manage processes across a supply chain. Research these two views both in your textbook and on the internet and then describe each view; include the primary focus, the advantages and disadvantages of both, and find an example of each on the internet. DO NOT copy or paraphrase your textbook, use your own words in defining these two views.

    **Enter Your answer on the “Answer Template.”**

    **Question 2:** Assume a retail harbor can process 28,000 containers from cargo freight ships per day, under maximum conditions, using overtime hours. The harbor offloading facility was designed to process 22,000 containers per day under normal conditions. During the month of July, the harbor facility processed 19,000 containers per day. Calculate the harbor’s ability to offload containers for both design and effective capacity. Show the formulas and the steps using Microsoft Office’s “Insert Equation” function.

    **Enter your answer on the “Answer Template.”**

    **Question 3:** Using the Word “Smart Art Function” create three separate illustrations for the evolution of supply chain integration for Material Flow where organizational functions are (a) independent, (b) integrated within the organization, and (c) integrated across the supply chain.

    **Enter Your answer on the “Answer Template.”**

    **Question 4**: Explain the
    **_Modular Method_** for installing an Enterprise Resource Planning (ERP) system. Pay close attention to the advantages and disadvantages. Research online and find two expert resources for the modular method, summarize them, and provide a hyperlink to the resource on modular enterprise research planning. Do not use a software company or any other “Ad” for a product. A good place to start is in Google using key words found in this question.

    **Enter Your answer on the “Answer Template.”**

    **Question 5:** Papi Toys can produce 500 toys in a single day under maximum conditions. However, it is designed to produce 400 units per day under normal conditions. In February, it produced 480 units per day. What was Papi Toys’ capacity utilization for both
    **_Design Capacity_** and
    **_Effective Capacity_**? What do these numbers tell you? (Sanders, Nada R.
    _Supply Chain Management, 2nd Edition_. Wiley, 2017-09-18. VitalBook file)

    **Enter Your answer on the “Answer Template.”**

    **Chapter 5: Operations Management (Questions 6 through 10)**

    **Question 6:** Explain the unique challenges to operations that manufacturing and service organizations each face. When explaining these challenges use a company of your choice for each (service and manufacturing) to explain these differences and how, if managed poorly, the impact could destroy the company.

    **Enter Your answer on the “Answer Template.”**

    **Question 7:** In your own words, explain the Product Design Process as presented in your Lesson Materials. Use an example of your choosing to illustrate the process of product design.

    **Enter Your answer on the “Answer Template.”**

    **Question 8:** Music Inc. has been selling music DVDs for 10 years and now wants to enter the Movie DVD business. They have entered a deal with paramount pictures to sell on DVD all of their future and past movies. The accounting department has estimated the cost of the DVD, Packaging, and Copyright fees for each DVD to be $5.00. The fixed cost for machinery, buildings & grounds, and overhead to be $30,000 per year. If Music Inc. sells each DVD for $20.00, how many DVDs must they sell to break even? Next, if Music Inc. sells 18,000 DVDs per year at a price of $20.00 what is their profit? Finally, if Music Inc. instead decides to lower the selling price per DVD by 10% ($18.00) and projects they will sells 10% more in that year (19,800), what is their profit? What conclusion can you draw about lowering prices in the market by 10% (hint – how many more units must be sold to recover the profit lost from selling at a 10% lower price)?

    **Enter Your answer on the “Answer Template.”**

    **Question 9**: Pizza Field Trip Exercise: Observe and then define in detail the process design for creating a Pizza in a “make to order” pizza house of your choice. Allow for different sizes and toppings. (Note: Feel free to pose this to your family as a mandatory field trip 😊)

    **Enter Your answer on the “Answer Template.”**

    **Question 10:** Discuss in detail the four types of Facility layouts. Explain the differences, applications, and advantages and disadvantages.

    **Enter Your answer on the “Answer Template.”**

    **## Project2AnswerTemplate_11-2023_dotx.dotx**

    5

    Assignment 2 – Weeks 3 & 4 Essay Questions

    SCMG 201 – Principles of Supply Chain Management

    Enter Student Name

    Enter Date

    **Chapter 3: Network and Systems Design (Questions 1 through 5)**

    **Question 1 Response:**

    **Question 2 Response:**

    **Question 3 Response:**

    **Question 4 Response:**

    **Question 5 Response:**

    **Chapter 5: Operations Management (Questions 6 through 10)**

    **Question 6 Response:**

    **Question 7 Response:**

    **Question 8 Response:**

    **Question 9 Response:**

    **Question 10 Response:**

    **## WK3Assignment.docx**

    **Assignment Directions:**

    **Note: This is Week One of a two-week assignment.**

    This is a two-week project, and in-depth answers are expected. Use your time wisely to show your insights into each question after carefully reviewing the reference materials.

    Please note that you will need to review the modular method in your textbook to complete this assignment. The modular method in supply chain management refers to breaking down complex processes into smaller, manageable, and independent components, or "modules," that can function effectively on their own but also integrate seamlessly into the larger system. This approach allows businesses to focus on improving specific aspects of their supply chain, such as sourcing, production, logistics, or distribution, without disrupting the entire operation.

    For example, a company may implement a modular approach by adopting a new warehouse management system without altering its transportation processes. This flexibility makes it easier to adapt to changes in market demands, implement new technologies, and respond to disruptions. Additionally, the modular method enhances collaboration across various parts of the supply chain by promoting standardized processes and clear communication. By focusing on individual components, organizations can improve efficiency, reduce costs, and achieve greater agility in their supply chain operations.

    **Instructions:**

    Under the Assignment Resources and Supports section are two documents needed for this assignment, the Project 2 Prompt Template and the Project 2 Answer Template. Download both templates before getting started.

    The Prompt Template has the questions, and the Answer template is for your responses.

    All 10 questions reference back to the lesson materials from your textbook. Research each of these questions in your textbook and online as instructed in each question. Also, give examples as you are prompted in each question. There is no word count for this project.

    Here is the information from the module on the assignment page:

    The modular method in supply chain management refers to breaking down complex processes into smaller, manageable, and independent components, or "modules," that can function effectively on their own but also integrate seamlessly into the larger system. This approach allows businesses to focus on improving specific aspects of their supply chain, such as sourcing, production, logistics, or distribution, without disrupting the entire operation.

    For example, a company may implement a modular approach by adopting a new warehouse management system without altering its transportation processes. This flexibility makes it easier to adapt to changes in market demands, implement new technologies, and respond to disruptions. Additionally, the modular method enhances collaboration across various parts of the supply chain by promoting standardized processes and clear communication. By focusing on individual components, organizations can improve efficiency, reduce costs, and achieve greater agility in their supply chain operations.

    So basically, considering how functional areas within supply chain are able to operate on their own, but also how they impact other areas within the supply chain as well.

    **## Project2PromptTemplate_April2023_dotx.dotx**

    5

    **Respond to the Chapters 5 & 6 Questions below in the Answer Template**

    **Chapter 3: Network and Systems Design (Questions 1 through 5)**

    **Question 1**: There are two views for how to manage processes across a supply chain. Research these two views both in your textbook and on the internet and then describe each view; include the primary focus, the advantages and disadvantages of both, and find an example of each on the internet. DO NOT copy or paraphrase your textbook, use your own words in defining these two views.

    **Enter Your answer on the “Answer Template.”**

    **Question 2:** Assume a retail harbor can process 28,000 containers from cargo freight ships per day, under maximum conditions, using overtime hours. The harbor offloading facility was designed to process 22,000 containers per day under normal conditions. During the month of July, the harbor facility processed 19,000 containers per day. Calculate the harbor’s ability to offload containers for both design and effective capacity. Show the formulas and the steps using Microsoft Office’s “Insert Equation” function.

    **Enter your answer on the “Answer Template.”**

    **Question 3:** Using the Word “Smart Art Function” create three separate illustrations for the evolution of supply chain integration for Material Flow where organizational functions are (a) independent, (b) integrated within the organization, and (c) integrated across the supply chain.

    **Enter Your answer on the “Answer Template.”**

    **Question 4**: Explain the
    **_Modular Method_** for installing an Enterprise Resource Planning (ERP) system. Pay close attention to the advantages and disadvantages. Research online and find two expert resources for the modular method, summarize them, and provide a hyperlink to the resource on modular enterprise research planning. Do not use a software company or any other “Ad” for a product. A good place to start is in Google using key words found in this question.

    **Enter Your answer on the “Answer Template.”**

    **Question 5:** Papi Toys can produce 500 toys in a single day under maximum conditions. However, it is designed to produce 400 units per day under normal conditions. In February, it produced 480 units per day. What was Papi Toys’ capacity utilization for both
    **_Design Capacity_** and
    **_Effective Capacity_**? What do these numbers tell you? (Sanders, Nada R.
    _Supply Chain Management, 2nd Edition_. Wiley, 2017-09-18. VitalBook file)

    **Enter Your answer on the “Answer Template.”**

    **Chapter 5: Operations Management (Questions 6 through 10)**

    **Question 6:** Explain the unique challenges to operations that manufacturing and service organizations each face. When explaining these challenges use a company of your choice for each (service and manufacturing) to explain these differences and how, if managed poorly, the impact could destroy the company.

    **Enter Your answer on the “Answer Template.”**

    **Question 7:** In your own words, explain the Product Design Process as presented in your Lesson Materials. Use an example of your choosing to illustrate the process of product design.

    **Enter Your answer on the “Answer Template.”**

    **Question 8:** Music Inc. has been selling music DVDs for 10 years and now wants to enter the Movie DVD business. They have entered a deal with paramount pictures to sell on DVD all of their future and past movies. The accounting department has estimated the cost of the DVD, Packaging, and Copyright fees for each DVD to be $5.00. The fixed cost for machinery, buildings & grounds, and overhead to be $30,000 per year. If Music Inc. sells each DVD for $20.00, how many DVDs must they sell to break even? Next, if Music Inc. sells 18,000 DVDs per year at a price of $20.00 what is their profit? Finally, if Music Inc. instead decides to lower the selling price per DVD by 10% ($18.00) and projects they will sells 10% more in that year (19,800), what is their profit? What conclusion can you draw about lowering prices in the market by 10% (hint – how many more units must be sold to recover the profit lost from selling at a 10% lower price)?

    **Enter Your answer on the “Answer Template.”**

    **Question 9**: Pizza Field Trip Exercise: Observe and then define in detail the process design for creating a Pizza in a “make to order” pizza house of your choice. Allow for different sizes and toppings. (Note: Feel free to pose this to your family as a mandatory field trip 😊)

    **Enter Your answer on the “Answer Template.”**

    **Question 10:** Discuss in detail the four types of Facility layouts. Explain the differences, applications, and advantages and disadvantages.

    **Enter Your answer on the “Answer Template.”**

    **## Project2AnswerTemplate_11-2023_dotx.dotx**

    5

    Assignment 2 – Weeks 3 & 4 Essay Questions

    SCMG 201 – Principles of Supply Chain Management

    Enter Student Name

    Enter Date

    **Chapter 3: Network and Systems Design (Questions 1 through 5)**

    **Question 1 Response:**

    **Question 2 Response:**

    **Question 3 Response:**

    **Question 4 Response:**

    **Question 5 Response:**

    **Chapter 5: Operations Management (Questions 6 through 10)**

    **Question 6 Response:**

    **Question 7 Response:**

    **Question 8 Response:**

    **Question 9 Response:**

    **Question 10 Response:**

    **## WK3Assignment.docx**

    **Assignment Directions:**

    **Note: This is Week One of a two-week assignment.**

    This is a two-week project, and in-depth answers are expected. Use your time wisely to show your insights into each question after carefully reviewing the reference materials.

    Please note that you will need to review the modular method in your textbook to complete this assignment. The modular method in supply chain management refers to breaking down complex processes into smaller, manageable, and independent components, or "modules," that can function effectively on their own but also integrate seamlessly into the larger system. This approach allows businesses to focus on improving specific aspects of their supply chain, such as sourcing, production, logistics, or distribution, without disrupting the entire operation.

    For example, a company may implement a modular approach by adopting a new warehouse management system without altering its transportation processes. This flexibility makes it easier to adapt to changes in market demands, implement new technologies, and respond to disruptions. Additionally, the modular method enhances collaboration across various parts of the supply chain by promoting standardized processes and clear communication. By focusing on individual components, organizations can improve efficiency, reduce costs, and achieve greater agility in their supply chain operations.

    **Instructions:**

    Under the Assignment Resources and Supports section are two documents needed for this assignment, the Project 2 Prompt Template and the Project 2 Answer Template. Download both templates before getting started.

    The Prompt Template has the questions, and the Answer template is for your responses.

    All 10 questions reference back to the lesson materials from your textbook. Research each of these questions in your textbook and online as instructed in each question. Also, give examples as you are prompted in each question. There is no word count for this project.

    Here is the information from the module on the assignment page:

    The modular method in supply chain management refers to breaking down complex processes into smaller, manageable, and independent components, or "modules," that can function effectively on their own but also integrate seamlessly into the larger system. This approach allows businesses to focus on improving specific aspects of their supply chain, such as sourcing, production, logistics, or distribution, without disrupting the entire operation.

    For example, a company may implement a modular approach by adopting a new warehouse management system without altering its transportation processes. This flexibility makes it easier to adapt to changes in market demands, implement new technologies, and respond to disruptions. Additionally, the modular method enhances collaboration across various parts of the supply chain by promoting standardized processes and clear communication. By focusing on individual components, organizations can improve efficiency, reduce costs, and achieve greater agility in their supply chain operations.

    So basically, considering how functional areas within supply chain are able to operate on their own, but also how they impact other areas within the supply chain as well.

    **## Project2PromptTemplate_April2023_dotx.dotx**

    5

    **Respond to the Chapters 5 & 6 Questions below in the Answer Template**

    **Chapter 3: Network and Systems Design (Questions 1 through 5)**

    **Question 1**: There are two views for how to manage processes across a supply chain. Research these two views both in your textbook and on the internet and then describe each view; include the primary focus, the advantages and disadvantages of both, and find an example of each on the internet. DO NOT copy or paraphrase your textbook, use your own words in defining these two views.

    **Enter Your answer on the “Answer Template.”**

    **Question 2:** Assume a retail harbor can process 28,000 containers from cargo freight ships per day, under maximum conditions, using overtime hours. The harbor offloading facility was designed to process 22,000 containers per day under normal conditions. During the month of July, the harbor facility processed 19,000 containers per day. Calculate the harbor’s ability to offload containers for both design and effective capacity. Show the formulas and the steps using Microsoft Office’s “Insert Equation” function.

    **Enter your answer on the “Answer Template.”**

    **Question 3:** Using the Word “Smart Art Function” create three separate illustrations for the evolution of supply chain integration for Material Flow where organizational functions are (a) independent, (b) integrated within the organization, and (c) integrated across the supply chain.

    **Enter Your answer on the “Answer Template.”**

    **Question 4**: Explain the
    **_Modular Method_** for installing an Enterprise Resource Planning (ERP) system. Pay close attention to the advantages and disadvantages. Research online and find two expert resources for the modular method, summarize them, and provide a hyperlink to the resource on modular enterprise research planning. Do not use a software company or any other “Ad” for a product. A good place to start is in Google using key words found in this question.

    **Enter Your answer on the “Answer Template.”**

    **Question 5:** Papi Toys can produce 500 toys in a single day under maximum conditions. However, it is designed to produce 400 units per day under normal conditions. In February, it produced 480 units per day. What was Papi Toys’ capacity utilization for both
    **_Design Capacity_** and
    **_Effective Capacity_**? What do these numbers tell you? (Sanders, Nada R.
    _Supply Chain Management, 2nd Edition_. Wiley, 2017-09-18. VitalBook file)

    **Enter Your answer on the “Answer Template.”**

    **Chapter 5: Operations Management (Questions 6 through 10)**

    **Question 6:** Explain the unique challenges to operations that manufacturing and service organizations each face. When explaining these challenges use a company of your choice for each (service and manufacturing) to explain these differences and how, if managed poorly, the impact could destroy the company.

    **Enter Your answer on the “Answer Template.”**

    **Question 7:** In your own words, explain the Product Design Process as presented in your Lesson Materials. Use an example of your choosing to illustrate the process of product design.

    **Enter Your answer on the “Answer Template.”**

    **Question 8:** Music Inc. has been selling music DVDs for 10 years and now wants to enter the Movie DVD business. They have entered a deal with paramount pictures to sell on DVD all of their future and past movies. The accounting department has estimated the cost of the DVD, Packaging, and Copyright fees for each DVD to be $5.00. The fixed cost for machinery, buildings & grounds, and overhead to be $30,000 per year. If Music Inc. sells each DVD for $20.00, how many DVDs must they sell to break even? Next, if Music Inc. sells 18,000 DVDs per year at a price of $20.00 what is their profit? Finally, if Music Inc. instead decides to lower the selling price per DVD by 10% ($18.00) and projects they will sells 10% more in that year (19,800), what is their profit? What conclusion can you draw about lowering prices in the market by 10% (hint – how many more units must be sold to recover the profit lost from selling at a 10% lower price)?

    **Enter Your answer on the “Answer Template.”**

    **Question 9**: Pizza Field Trip Exercise: Observe and then define in detail the process design for creating a Pizza in a “make to order” pizza house of your choice. Allow for different sizes and toppings. (Note: Feel free to pose this to your family as a mandatory field trip 😊)

    **Enter Your answer on the “Answer Template.”**

    **Question 10:** Discuss in detail the four types of Facility layouts. Explain the differences, applications, and advantages and disadvantages.

    **Enter Your answer on the “Answer Template.”**

  • [Solved] case up

    ✓ Verified Academic Solution Available

    Executive Solution Overview

    [>Operations Management homework help](https://www.sweetstudy.com/fields/business-finance-operations-management) **files (1)** – ## CaseStudyApproachestoPerformanceManagementAssignmentInstructions.docx **## CaseStudyApproachestoPerformanceManagementAssignmentInstructions.docx** BUSI 642 **Case Analy…

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    [>Operations Management homework help](https://www.sweetstudy.com/fields/business-finance-operations-management)

    **files (1)**

    – ## CaseStudyApproachestoPerformanceManagementAssignmentInstructions.docx

    **## CaseStudyApproachestoPerformanceManagementAssignmentInstructions.docx**

    BUSI 642

    **Case Analysis: Approaches to Performance Management Assignment Instructions**

    Overview

    Performance management systems are important because they deal with how employees achieve organizational goals. A key aspect of managing performance is accurately identifying why an employee may not be meeting expectations. This assignment allows you to hone your skills in identifying performance issues, understanding their root causes (like ability or motivation), and developing strategies for improvement.

    Instructions

    This written case analysis must be at least 1500 words (not including the title, abstract and reference pages), double-spaced, and in current APA format. Please note that the stated word count is a minimum. Therefore, you are encouraged to ensure that you have thoroughly researched and responded to each question/prompt provided below. Include a title page, abstract and a references page. Use the bold sections in the questions as headings within the paper. Include an introduction and a conclusion. Use at least 4 scholarly sources (published within the last 5 years), the course textbook, and biblical integration.

    Background

    Tyler was hired for a sales role despite his non-sales background. He was selected primarily based on the strong communication skills and positive attitude he demonstrated during interviews. Tyler completed the standard product training and onboarding process alongside other new team members. In the past six months Tyler has been able to complete the targets for the number of calls to customers, but not the targets for closing deals or generating new leads. Customers remark that Tyler is friendly and polite, but he seems hesitant when asked detailed questions about the product or when needing to handle customer negotiations or objections. Tyler has good attendance at meetings and puts in effort, but he is frustrated about regularly missing the targets. He sees other new hires brought on at the same time routinely hitting these targets.

    Based on Tyler’s situation above, analyze and answer the following:

    ·
    **Description of the Performance Problem**: State what problems Tyler is experiencing based on the information above. Consider whether the issue stems from a lack of ability, a lack of motivation or a combination of both.

    ·
    **Analysis of Performance Management Approach**: Identify the approach the company is using to evaluate performance. Analyze the strengths and weaknesses of the company’s current performance evaluation approach.

    ·
    **Evaluating Alignment with Best Practices**: Critique the extent to which the company’s performance management approach identified above aligns with best practices in performance management.

    ·
    **Suggested Action**: Based on the reason for the performance issue you chose in question one, suggest how Tyler’s manager should respond to the performance problems. Suggest the type of intervention that the manager should consider. Do not propose a detailed plan but indicate the nature of the follow-up steps based on your diagnosis.

    ·
    **Balancing Christian Concern with Performance Standards:** How can Tyler’s manager demonstrate Christian concern and compassion for Tyler’s frustration and struggles, while simultaneously upholding the necessary performance standards and expectations of the sales role? Quote and apply at least one verse from the Bible.

    Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.

    Page 2 of 2

    **## CaseStudyApproachestoPerformanceManagementAssignmentInstructions.docx**

    BUSI 642

    **Case Analysis: Approaches to Performance Management Assignment Instructions**

    Overview

    Performance management systems are important because they deal with how employees achieve organizational goals. A key aspect of managing performance is accurately identifying why an employee may not be meeting expectations. This assignment allows you to hone your skills in identifying performance issues, understanding their root causes (like ability or motivation), and developing strategies for improvement.

    Instructions

    This written case analysis must be at least 1500 words (not including the title, abstract and reference pages), double-spaced, and in current APA format. Please note that the stated word count is a minimum. Therefore, you are encouraged to ensure that you have thoroughly researched and responded to each question/prompt provided below. Include a title page, abstract and a references page. Use the bold sections in the questions as headings within the paper. Include an introduction and a conclusion. Use at least 4 scholarly sources (published within the last 5 years), the course textbook, and biblical integration.

    Background

    Tyler was hired for a sales role despite his non-sales background. He was selected primarily based on the strong communication skills and positive attitude he demonstrated during interviews. Tyler completed the standard product training and onboarding process alongside other new team members. In the past six months Tyler has been able to complete the targets for the number of calls to customers, but not the targets for closing deals or generating new leads. Customers remark that Tyler is friendly and polite, but he seems hesitant when asked detailed questions about the product or when needing to handle customer negotiations or objections. Tyler has good attendance at meetings and puts in effort, but he is frustrated about regularly missing the targets. He sees other new hires brought on at the same time routinely hitting these targets.

    Based on Tyler’s situation above, analyze and answer the following:

    ·
    **Description of the Performance Problem**: State what problems Tyler is experiencing based on the information above. Consider whether the issue stems from a lack of ability, a lack of motivation or a combination of both.

    ·
    **Analysis of Performance Management Approach**: Identify the approach the company is using to evaluate performance. Analyze the strengths and weaknesses of the company’s current performance evaluation approach.

    ·
    **Evaluating Alignment with Best Practices**: Critique the extent to which the company’s performance management approach identified above aligns with best practices in performance management.

    ·
    **Suggested Action**: Based on the reason for the performance issue you chose in question one, suggest how Tyler’s manager should respond to the performance problems. Suggest the type of intervention that the manager should consider. Do not propose a detailed plan but indicate the nature of the follow-up steps based on your diagnosis.

    ·
    **Balancing Christian Concern with Performance Standards:** How can Tyler’s manager demonstrate Christian concern and compassion for Tyler’s frustration and struggles, while simultaneously upholding the necessary performance standards and expectations of the sales role? Quote and apply at least one verse from the Bible.

    Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.

    Page 2 of 2

  • [Solved] Business & Finance a homework project . The class is Estate Planning and the project is a memo for Client interview Assignment. a homework project . The class is Estate Planning and the project is a memo for Client interview Assignment.

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    a homework project . The class is Estate Planning and the project is a memo for Client interview Assignment. **files (8)** – ## MemoClientInterviewAssignmentInstructions.docx – ## MemoClientInterviewTemplate.docx – ## Memo-ClientInterviewGradingRubric.pdf – IMG-20260218-WA0063.jpg – IMG-20260218-WA0…

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    Assignment Prompt & Instructions

    a homework project . The class is Estate Planning and the project is a memo for Client interview Assignment.

    **files (8)**

    – ## MemoClientInterviewAssignmentInstructions.docx

    – ## MemoClientInterviewTemplate.docx

    – ## Memo-ClientInterviewGradingRubric.pdf

    – IMG-20260218-WA0063.jpg
    – IMG-20260218-WA0025.jpg
    – IMG-20260218-WA0028.jpg
    – IMG-20260218-WA0031.jpg
    – IMG-20260218-WA0062.jpg

    **## MemoClientInterviewAssignmentInstructions.docx**

    BUSI 354

    **Memo: Client Interview Assignment Instructions**

    **Overview**

    This assignment requires you to use the information you have studied in the first 5 modules of the course in order to identify the issues and concerns of a client family in the early stages of creating an estate plan.

    **Instructions**

    The family you will be writing about is introduced in the Learn item,
    **Watch: Meet the Family** found in the module. Watch the video and take notes on the family’s current situation and goals. Next, review the couple’s Statement of Financial Position given at the end of these instructions.

    Then, using the information gleaned from
    **Watch: Meet the Family**, and the material in Chapters 1–8, and 11, you will write a memo to your supervisor describing the client family’s current situation and how to best begin to meet their needs and goals for an estate plan. You may also want to review the general guidelines in Chapter 14. Write your memo in a Word document. It must be 1,000 words and in current APA format. At least 2 scholarly, legal, or biblical sources must be integrated into the analysis and appropriately cited. Please review the
    **Memo: Client Interview** **Grading Rubric** for additional details on expectations.

    Within the memo, you will need to calculate the gross estate and probate estate for both the husband and the wife using the Statement of Financial Position given at the end of these instructions.

    To organize your memo, review the
    **Memo: Client Interview** **Template** provided. The template includes some help and guidance for each section.

    Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.

    ![](https://www.sweetstudy.com/questions/business-and-finance-a-homework-project-the-class-is-estate-planning-and-the-project-is-a-memo-for-client-interview-assignment-a-homework-project-the-class-is-estate-planning-and-the-project-is-a-memo-for-client-interview)

    Page 2 of 2

    **image1.emf**

    **## MemoClientInterviewTemplate.docx**

    BUSI 354

    **Memo: Client Interview Template**

    {Notes with curly bars should not actually be included in your paper. They are there to provide some additional commentary. Please reference the grading rubric as well for additional details. Remember your APA guidelines}

    {Memo Heading. This should address your audience}

    **Date:**

    **To:** Professor Jantz

    **From:** Student name

    **Subject:** {Client Interview w/ …. Or something similar}

    **Intro**

    {One to three sentences identifying the couple and the purpose of the memo.}

    **Summary of the Interview**

    {This section should outline the basic facts of the interview from the video.}

    **Client Goals**

    {Here you should outline the client's goals. Order them by their weight of importance for the couple. This is a blended family scenario, so it may be a little more complex than others. I require three goal sections, one for the couple together, one for the husband, and one for the wife (at least 3 goals each). They should be clearly numbered. You and your supervisor will reference this section and you want the goals to be easy to identify.}

    1.

    2.

    3.

    4.

    5.

    **Gross Estate and Probate Estate Calculations**

    {There should be four calculations: A gross estate and probate estate for both Andrew and Lynn.}

    {Use the Statement of Financial Position provided in the Client Interview Instructions for these calculations.}

    {Show your work for all calculations}

    **Plan/Next Steps**

    {This last section should outline some of your plans to help the client achieve their goals from above. You can use a bullet or numbered list to differentiate ideas, but these ideas should be more substantive and detailed. For each idea, explain which goal you are targeting (could be multiple) and how it helps accomplish this goal.}

    · {Some action steps can be straight forward, such as Husband needs a will.}

    · {or, Idea1 solves for Goals 1 & 3}

    · {or, Need XYZ information to understand Goal 5 further}

    · {or, Exhibit 14.3 Estate Plan Checklist provides some useful guidance for topics to cover.}

    · {etc. You will not be able to plan for all of the goals you've laid out above as you've only had one meeting, but at least give me some substantive starters. Focus on the more important goals and outline some ideas or even additional information you may need to find out at the next meeting}

    **Reference List**

    {APA formatted list}

    {Should be on separate page}

    Page 2 of 2

    **## Memo-ClientInterviewGradingRubric.pdf**

    Criteria Ratings Points

    Completeness,
    Identification,
    Relevant Issues
    from Interview

    25 to >22 pts

    Advanced

    Notes the majority of the
    relevant facts regarding the
    family discussed in the
    interview.

    22 to >17 pts

    Proficient

    Notes many of the relevant
    facts regarding the family
    discussed in the interview.

    17 to >0 pts

    Developing

    Omits significant
    relevant facts
    regarding the family
    discussed in the
    interview.

    0 pts

    Not
    Present

    25 pts

    Client Goals 25 to >22 pts

    Advanced

    Provides at least 9 goals
    from information learned in
    the video interview. 3 goals
    each for the couple,
    husband and wife.

    22 to >17 pts

    Proficient

    Provides at least 6 total
    goals from information
    learned in the video
    interview for the couple,
    husband and wife.

    17 to >0 pts

    Developing

    Provides 5 or fewer
    goals.

    0 pts

    Not
    Present

    25 pts

    Gross Estate
    and Probate
    Estate
    Calculations

    40 to >35 pts

    Advanced

    Calculates all four (2 gross
    estate and 2 probate estate)
    estate calculations correctly,
    showing all work.

    35 to >27 pts

    Proficient

    Calculates 3 of 4 gross
    estate and probate estate
    calculations correctly,
    showing all work or only has
    minor errors present.

    27 to >0 pts

    Developing

    Calculates gross
    estate and probate
    estate calculations,
    but significant
    errors are present,
    or no work is
    shown.

    0 pts

    Not
    Present

    40 pts

    Memo: Client Interview Grading Rubric | BUSI354_B01_202620

    Criteria Ratings Points

    Plan –
    Substantive
    Analysis

    50 to >44 pts

    Advanced

    • Provides at least 8
    substantive plan
    solutions/action steps for
    the family in the interview to
    create its estate plan.
    • Major points are stated
    clearly and supported by the
    Learn material, Scripture,
    examples, and thoughtful
    analysis (considering
    assumptions, analyzing
    implications,
    comparing/contrasting
    concepts).
    • Scholarly, legal or biblical
    sources are integrated into
    analysis.

    44 to >34 pts

    Proficient

    • Provides at least 5
    substantive plan
    solutions/action steps or
    only provides basic
    solutions required for the
    family in the interview to
    create its estate plan.
    • Major points are stated
    clearly and supported by the
    Learn material, Scripture,
    examples, and thoughtful
    analysis (considering
    assumptions, analyzing
    implications,
    comparing/contrasting
    concepts).
    • Scholarly, legal or biblical
    sources are referenced and
    cited.

    34 to >0 pts

    Developing

    • Provides fewer
    than 5 plan
    solutions/action
    steps.
    • Reviews but does
    not provide in-depth
    analysis of solutions
    required for the
    family in the
    interview to create
    its estate plan.
    • Key points are
    merely summarized
    or are omitted, and
    are substantially
    unsupported by the
    Learn material,
    Scripture,
    examples, and
    analysis.
    • Scholarly, legal or
    biblical sources are
    not used in support
    of analysis.

    0 pts

    Not
    Present

    50 pts

    Writing,
    Grammar,
    Usage,
    Professionalism

    50 to >44 pts

    Advanced

    • The memo includes a
    minimum of 1,000 words.
    • Grammar, spelling, and
    usage are correct and
    demonstrate sophistication.
    • Memo demonstrates
    appropriate tone and
    organization for professional
    communication with
    supervisor.

    44 to >34 pts

    Proficient

    • The memo includes
    800-999 words.
    • Grammar, spelling, and
    usage are correct with only
    minimal errors.
    • Memo largely
    demonstrates appropriate
    tone and organization for
    professional communication
    with supervisor with only
    marginal lapses.

    34 to >0 pts

    Developing

    • The memo
    contains fewer than
    800 words.
    • Grammar,
    spelling, and usage
    errors are
    significant and
    present throughout.
    • Memo lacks
    appropriate tone
    and organization for
    communication with
    supervisor.

    0 pts

    Not
    Present

    50 pts

    Memo: Client Interview Grading Rubric | BUSI354_B01_202620

    Criteria Ratings Points

    APA Formatting 10 to >8 pts

    Advanced

    • Used at least 2 sources.
    • Properly APA formatted
    in-text citations and APA
    formatted reference list.

    8 to >6 pts

    Proficient

    • Used at least 2 sources.
    • Errors in APA formatted
    in-text citations or APA
    formatted reference list.

    6 to >0 pts

    Developing

    • Used less than 2
    sources.
    • Missing APA
    formatted in-text
    citations or APA
    formatted reference
    list.

    0 pts

    Not
    Present

    10 pts

    Total Points: 200

    Memo: Client Interview Grading Rubric | BUSI354_B01_202620

    **IMG-20260218-WA0063.jpg**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/img-20260218-wa0063-jpg)

    **IMG-20260218-WA0025.jpg**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/img-20260218-wa0025-jpg)

    **IMG-20260218-WA0028.jpg**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/img-20260218-wa0028-jpg)

    **IMG-20260218-WA0031.jpg**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/img-20260218-wa0031-jpg)

    **IMG-20260218-WA0062.jpg**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/img-20260218-wa0062-jpg)

    **IMG-20260218-WA0062.jpg**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/img-20260218-wa0062-jpg)

    **## MemoClientInterviewAssignmentInstructions.docx**

    BUSI 354

    **Memo: Client Interview Assignment Instructions**

    **Overview**

    This assignment requires you to use the information you have studied in the first 5 modules of the course in order to identify the issues and concerns of a client family in the early stages of creating an estate plan.

    **Instructions**

    The family you will be writing about is introduced in the Learn item,
    **Watch: Meet the Family** found in the module. Watch the video and take notes on the family’s current situation and goals. Next, review the couple’s Statement of Financial Position given at the end of these instructions.

    Then, using the information gleaned from
    **Watch: Meet the Family**, and the material in Chapters 1–8, and 11, you will write a memo to your supervisor describing the client family’s current situation and how to best begin to meet their needs and goals for an estate plan. You may also want to review the general guidelines in Chapter 14. Write your memo in a Word document. It must be 1,000 words and in current APA format. At least 2 scholarly, legal, or biblical sources must be integrated into the analysis and appropriately cited. Please review the
    **Memo: Client Interview** **Grading Rubric** for additional details on expectations.

    Within the memo, you will need to calculate the gross estate and probate estate for both the husband and the wife using the Statement of Financial Position given at the end of these instructions.

    To organize your memo, review the
    **Memo: Client Interview** **Template** provided. The template includes some help and guidance for each section.

    Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.

    ![](https://www.sweetstudy.com/questions/business-and-finance-a-homework-project-the-class-is-estate-planning-and-the-project-is-a-memo-for-client-interview-assignment-a-homework-project-the-class-is-estate-planning-and-the-project-is-a-memo-for-client-interview)

    Page 2 of 2

    **image1.emf**

    **## MemoClientInterviewTemplate.docx**

    BUSI 354

    **Memo: Client Interview Template**

    {Notes with curly bars should not actually be included in your paper. They are there to provide some additional commentary. Please reference the grading rubric as well for additional details. Remember your APA guidelines}

    {Memo Heading. This should address your audience}

    **Date:**

    **To:** Professor Jantz

    **From:** Student name

    **Subject:** {Client Interview w/ …. Or something similar}

    **Intro**

    {One to three sentences identifying the couple and the purpose of the memo.}

    **Summary of the Interview**

    {This section should outline the basic facts of the interview from the video.}

    **Client Goals**

    {Here you should outline the client's goals. Order them by their weight of importance for the couple. This is a blended family scenario, so it may be a little more complex than others. I require three goal sections, one for the couple together, one for the husband, and one for the wife (at least 3 goals each). They should be clearly numbered. You and your supervisor will reference this section and you want the goals to be easy to identify.}

    1.

    2.

    3.

    4.

    5.

    **Gross Estate and Probate Estate Calculations**

    {There should be four calculations: A gross estate and probate estate for both Andrew and Lynn.}

    {Use the Statement of Financial Position provided in the Client Interview Instructions for these calculations.}

    {Show your work for all calculations}

    **Plan/Next Steps**

    {This last section should outline some of your plans to help the client achieve their goals from above. You can use a bullet or numbered list to differentiate ideas, but these ideas should be more substantive and detailed. For each idea, explain which goal you are targeting (could be multiple) and how it helps accomplish this goal.}

    · {Some action steps can be straight forward, such as Husband needs a will.}

    · {or, Idea1 solves for Goals 1 & 3}

    · {or, Need XYZ information to understand Goal 5 further}

    · {or, Exhibit 14.3 Estate Plan Checklist provides some useful guidance for topics to cover.}

    · {etc. You will not be able to plan for all of the goals you've laid out above as you've only had one meeting, but at least give me some substantive starters. Focus on the more important goals and outline some ideas or even additional information you may need to find out at the next meeting}

    **Reference List**

    {APA formatted list}

    {Should be on separate page}

    Page 2 of 2

    **## Memo-ClientInterviewGradingRubric.pdf**

    Criteria Ratings Points

    Completeness,
    Identification,
    Relevant Issues
    from Interview

    25 to >22 pts

    Advanced

    Notes the majority of the
    relevant facts regarding the
    family discussed in the
    interview.

    22 to >17 pts

    Proficient

    Notes many of the relevant
    facts regarding the family
    discussed in the interview.

    17 to >0 pts

    Developing

    Omits significant
    relevant facts
    regarding the family
    discussed in the
    interview.

    0 pts

    Not
    Present

    25 pts

    Client Goals 25 to >22 pts

    Advanced

    Provides at least 9 goals
    from information learned in
    the video interview. 3 goals
    each for the couple,
    husband and wife.

    22 to >17 pts

    Proficient

    Provides at least 6 total
    goals from information
    learned in the video
    interview for the couple,
    husband and wife.

    17 to >0 pts

    Developing

    Provides 5 or fewer
    goals.

    0 pts

    Not
    Present

    25 pts

    Gross Estate
    and Probate
    Estate
    Calculations

    40 to >35 pts

    Advanced

    Calculates all four (2 gross
    estate and 2 probate estate)
    estate calculations correctly,
    showing all work.

    35 to >27 pts

    Proficient

    Calculates 3 of 4 gross
    estate and probate estate
    calculations correctly,
    showing all work or only has
    minor errors present.

    27 to >0 pts

    Developing

    Calculates gross
    estate and probate
    estate calculations,
    but significant
    errors are present,
    or no work is
    shown.

    0 pts

    Not
    Present

    40 pts

    Memo: Client Interview Grading Rubric | BUSI354_B01_202620

    Criteria Ratings Points

    Plan –
    Substantive
    Analysis

    50 to >44 pts

    Advanced

    • Provides at least 8
    substantive plan
    solutions/action steps for
    the family in the interview to
    create its estate plan.
    • Major points are stated
    clearly and supported by the
    Learn material, Scripture,
    examples, and thoughtful
    analysis (considering
    assumptions, analyzing
    implications,
    comparing/contrasting
    concepts).
    • Scholarly, legal or biblical
    sources are integrated into
    analysis.

    44 to >34 pts

    Proficient

    • Provides at least 5
    substantive plan
    solutions/action steps or
    only provides basic
    solutions required for the
    family in the interview to
    create its estate plan.
    • Major points are stated
    clearly and supported by the
    Learn material, Scripture,
    examples, and thoughtful
    analysis (considering
    assumptions, analyzing
    implications,
    comparing/contrasting
    concepts).
    • Scholarly, legal or biblical
    sources are referenced and
    cited.

    34 to >0 pts

    Developing

    • Provides fewer
    than 5 plan
    solutions/action
    steps.
    • Reviews but does
    not provide in-depth
    analysis of solutions
    required for the
    family in the
    interview to create
    its estate plan.
    • Key points are
    merely summarized
    or are omitted, and
    are substantially
    unsupported by the
    Learn material,
    Scripture,
    examples, and
    analysis.
    • Scholarly, legal or
    biblical sources are
    not used in support
    of analysis.

    0 pts

    Not
    Present

    50 pts

    Writing,
    Grammar,
    Usage,
    Professionalism

    50 to >44 pts

    Advanced

    • The memo includes a
    minimum of 1,000 words.
    • Grammar, spelling, and
    usage are correct and
    demonstrate sophistication.
    • Memo demonstrates
    appropriate tone and
    organization for professional
    communication with
    supervisor.

    44 to >34 pts

    Proficient

    • The memo includes
    800-999 words.
    • Grammar, spelling, and
    usage are correct with only
    minimal errors.
    • Memo largely
    demonstrates appropriate
    tone and organization for
    professional communication
    with supervisor with only
    marginal lapses.

    34 to >0 pts

    Developing

    • The memo
    contains fewer than
    800 words.
    • Grammar,
    spelling, and usage
    errors are
    significant and
    present throughout.
    • Memo lacks
    appropriate tone
    and organization for
    communication with
    supervisor.

    0 pts

    Not
    Present

    50 pts

    Memo: Client Interview Grading Rubric | BUSI354_B01_202620

    Criteria Ratings Points

    APA Formatting 10 to >8 pts

    Advanced

    • Used at least 2 sources.
    • Properly APA formatted
    in-text citations and APA
    formatted reference list.

    8 to >6 pts

    Proficient

    • Used at least 2 sources.
    • Errors in APA formatted
    in-text citations or APA
    formatted reference list.

    6 to >0 pts

    Developing

    • Used less than 2
    sources.
    • Missing APA
    formatted in-text
    citations or APA
    formatted reference
    list.

    0 pts

    Not
    Present

    10 pts

    Total Points: 200

    Memo: Client Interview Grading Rubric | BUSI354_B01_202620

    **IMG-20260218-WA0063.jpg**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/img-20260218-wa0063-jpg)

    **IMG-20260218-WA0025.jpg**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/img-20260218-wa0025-jpg)

    **IMG-20260218-WA0028.jpg**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/img-20260218-wa0028-jpg)

    **IMG-20260218-WA0031.jpg**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/img-20260218-wa0031-jpg)

    **IMG-20260218-WA0062.jpg**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/img-20260218-wa0062-jpg)

    **## MemoClientInterviewAssignmentInstructions.docx**

    BUSI 354

    **Memo: Client Interview Assignment Instructions**

    **Overview**

    This assignment requires you to use the information you have studied in the first 5 modules of the course in order to identify the issues and concerns of a client family in the early stages of creating an estate plan.

    **Instructions**

    The family you will be writing about is introduced in the Learn item,
    **Watch: Meet the Family** found in the module. Watch the video and take notes on the family’s current situation and goals. Next, review the couple’s Statement of Financial Position given at the end of these instructions.

    Then, using the information gleaned from
    **Watch: Meet the Family**, and the material in Chapters 1–8, and 11, you will write a memo to your supervisor describing the client family’s current situation and how to best begin to meet their needs and goals for an estate plan. You may also want to review the general guidelines in Chapter 14. Write your memo in a Word document. It must be 1,000 words and in current APA format. At least 2 scholarly, legal, or biblical sources must be integrated into the analysis and appropriately cited. Please review the
    **Memo: Client Interview** **Grading Rubric** for additional details on expectations.

    Within the memo, you will need to calculate the gross estate and probate estate for both the husband and the wife using the Statement of Financial Position given at the end of these instructions.

    To organize your memo, review the
    **Memo: Client Interview** **Template** provided. The template includes some help and guidance for each section.

    Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.

    ![](https://www.sweetstudy.com/questions/business-and-finance-a-homework-project-the-class-is-estate-planning-and-the-project-is-a-memo-for-client-interview-assignment-a-homework-project-the-class-is-estate-planning-and-the-project-is-a-memo-for-client-interview)

    Page 2 of 2

    **image1.emf**

    **## MemoClientInterviewTemplate.docx**

    BUSI 354

    **Memo: Client Interview Template**

    {Notes with curly bars should not actually be included in your paper. They are there to provide some additional commentary. Please reference the grading rubric as well for additional details. Remember your APA guidelines}

    {Memo Heading. This should address your audience}

    **Date:**

    **To:** Professor Jantz

    **From:** Student name

    **Subject:** {Client Interview w/ …. Or something similar}

    **Intro**

    {One to three sentences identifying the couple and the purpose of the memo.}

    **Summary of the Interview**

    {This section should outline the basic facts of the interview from the video.}

    **Client Goals**

    {Here you should outline the client's goals. Order them by their weight of importance for the couple. This is a blended family scenario, so it may be a little more complex than others. I require three goal sections, one for the couple together, one for the husband, and one for the wife (at least 3 goals each). They should be clearly numbered. You and your supervisor will reference this section and you want the goals to be easy to identify.}

    1.

    2.

    3.

    4.

    5.

    **Gross Estate and Probate Estate Calculations**

    {There should be four calculations: A gross estate and probate estate for both Andrew and Lynn.}

    {Use the Statement of Financial Position provided in the Client Interview Instructions for these calculations.}

    {Show your work for all calculations}

    **Plan/Next Steps**

    {This last section should outline some of your plans to help the client achieve their goals from above. You can use a bullet or numbered list to differentiate ideas, but these ideas should be more substantive and detailed. For each idea, explain which goal you are targeting (could be multiple) and how it helps accomplish this goal.}

    · {Some action steps can be straight forward, such as Husband needs a will.}

    · {or, Idea1 solves for Goals 1 & 3}

    · {or, Need XYZ information to understand Goal 5 further}

    · {or, Exhibit 14.3 Estate Plan Checklist provides some useful guidance for topics to cover.}

    · {etc. You will not be able to plan for all of the goals you've laid out above as you've only had one meeting, but at least give me some substantive starters. Focus on the more important goals and outline some ideas or even additional information you may need to find out at the next meeting}

    **Reference List**

    {APA formatted list}

    {Should be on separate page}

    Page 2 of 2

    **## Memo-ClientInterviewGradingRubric.pdf**

    Criteria Ratings Points

    Completeness,
    Identification,
    Relevant Issues
    from Interview

    25 to >22 pts

    Advanced

    Notes the majority of the
    relevant facts regarding the
    family discussed in the
    interview.

    22 to >17 pts

    Proficient

    Notes many of the relevant
    facts regarding the family
    discussed in the interview.

    17 to >0 pts

    Developing

    Omits significant
    relevant facts
    regarding the family
    discussed in the
    interview.

    0 pts

    Not
    Present

    25 pts

    Client Goals 25 to >22 pts

    Advanced

    Provides at least 9 goals
    from information learned in
    the video interview. 3 goals
    each for the couple,
    husband and wife.

    22 to >17 pts

    Proficient

    Provides at least 6 total
    goals from information
    learned in the video
    interview for the couple,
    husband and wife.

    17 to >0 pts

    Developing

    Provides 5 or fewer
    goals.

    0 pts

    Not
    Present

    25 pts

    Gross Estate
    and Probate
    Estate
    Calculations

    40 to >35 pts

    Advanced

    Calculates all four (2 gross
    estate and 2 probate estate)
    estate calculations correctly,
    showing all work.

    35 to >27 pts

    Proficient

    Calculates 3 of 4 gross
    estate and probate estate
    calculations correctly,
    showing all work or only has
    minor errors present.

    27 to >0 pts

    Developing

    Calculates gross
    estate and probate
    estate calculations,
    but significant
    errors are present,
    or no work is
    shown.

    0 pts

    Not
    Present

    40 pts

    Memo: Client Interview Grading Rubric | BUSI354_B01_202620

    Criteria Ratings Points

    Plan –
    Substantive
    Analysis

    50 to >44 pts

    Advanced

    • Provides at least 8
    substantive plan
    solutions/action steps for
    the family in the interview to
    create its estate plan.
    • Major points are stated
    clearly and supported by the
    Learn material, Scripture,
    examples, and thoughtful
    analysis (considering
    assumptions, analyzing
    implications,
    comparing/contrasting
    concepts).
    • Scholarly, legal or biblical
    sources are integrated into
    analysis.

    44 to >34 pts

    Proficient

    • Provides at least 5
    substantive plan
    solutions/action steps or
    only provides basic
    solutions required for the
    family in the interview to
    create its estate plan.
    • Major points are stated
    clearly and supported by the
    Learn material, Scripture,
    examples, and thoughtful
    analysis (considering
    assumptions, analyzing
    implications,
    comparing/contrasting
    concepts).
    • Scholarly, legal or biblical
    sources are referenced and
    cited.

    34 to >0 pts

    Developing

    • Provides fewer
    than 5 plan
    solutions/action
    steps.
    • Reviews but does
    not provide in-depth
    analysis of solutions
    required for the
    family in the
    interview to create
    its estate plan.
    • Key points are
    merely summarized
    or are omitted, and
    are substantially
    unsupported by the
    Learn material,
    Scripture,
    examples, and
    analysis.
    • Scholarly, legal or
    biblical sources are
    not used in support
    of analysis.

    0 pts

    Not
    Present

    50 pts

    Writing,
    Grammar,
    Usage,
    Professionalism

    50 to >44 pts

    Advanced

    • The memo includes a
    minimum of 1,000 words.
    • Grammar, spelling, and
    usage are correct and
    demonstrate sophistication.
    • Memo demonstrates
    appropriate tone and
    organization for professional
    communication with
    supervisor.

    44 to >34 pts

    Proficient

    • The memo includes
    800-999 words.
    • Grammar, spelling, and
    usage are correct with only
    minimal errors.
    • Memo largely
    demonstrates appropriate
    tone and organization for
    professional communication
    with supervisor with only
    marginal lapses.

    34 to >0 pts

    Developing

    • The memo
    contains fewer than
    800 words.
    • Grammar,
    spelling, and usage
    errors are
    significant and
    present throughout.
    • Memo lacks
    appropriate tone
    and organization for
    communication with
    supervisor.

    0 pts

    Not
    Present

    50 pts

    Memo: Client Interview Grading Rubric | BUSI354_B01_202620

    Criteria Ratings Points

    APA Formatting 10 to >8 pts

    Advanced

    • Used at least 2 sources.
    • Properly APA formatted
    in-text citations and APA
    formatted reference list.

    8 to >6 pts

    Proficient

    • Used at least 2 sources.
    • Errors in APA formatted
    in-text citations or APA
    formatted reference list.

    6 to >0 pts

    Developing

    • Used less than 2
    sources.
    • Missing APA
    formatted in-text
    citations or APA
    formatted reference
    list.

    0 pts

    Not
    Present

    10 pts

    Total Points: 200

    Memo: Client Interview Grading Rubric | BUSI354_B01_202620

    **IMG-20260218-WA0063.jpg**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/img-20260218-wa0063-jpg)

    **IMG-20260218-WA0025.jpg**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/img-20260218-wa0025-jpg)

    **IMG-20260218-WA0028.jpg**

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    **IMG-20260218-WA0031.jpg**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/img-20260218-wa0031-jpg)

    **IMG-20260218-WA0062.jpg**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/img-20260218-wa0062-jpg)

  • [Solved] Accounting for Decision Makers-DAX-DL01 Pedro Luis Gonzalez Course Project

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    Executive Solution Overview

    [>Accounting homework help](https://www.sweetstudy.com/fields/business-finance-accounting) Accounting for Decision Makers-DAX-DL01 Pedro Luis Gonzalez ## Course Project Course Project: Please visit the LIRN database and navigate to the Business section. Gather references from the Accounting, STATIST…

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    [>Accounting homework help](https://www.sweetstudy.com/fields/business-finance-accounting)

    Accounting for Decision Makers-DAX-DL01 Pedro Luis Gonzalez

    ## Course Project

    Course Project:

    Please visit the LIRN database and navigate to the Business section. Gather references from the Accounting, STATISTA, and PROQUEST databases, all accessible in the Course Information and Resources folder under LIRN.

    Compose a 1,000-word report outlining the principles of Managerial Accounting relevant to your ideal job. This report will explore how these managerial accounting principles can influence your future career in management across any sector of your choice, such as services, manufacturing, sports, etc. For example, you might discuss how budgeting, forecasting, cost allocation methods, cost/benefit analysis, and break-even points will affect your responsibilities.

    Ensure that your report adheres to APA formatting guidelines and follow the evaluation rubric for this project.

    Please feel free to reach out if you have any questions or concerns.

    Best regards,

    Prof. Pedro L. Gonzalez

  • [Solved] Subaru Short Paper

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    [>Management homework help](https://www.sweetstudy.com/fields/business-finance-management) Assignment must be completed with 2-3 pages regarding Subaru. Rubric and prompt are attached. Must have 4-5 references. – [\ \ Milestone1Rubric.png](https://www.sweetstudy.com/files/milestone1rubric-png "Mil…

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    Assignment Prompt & Instructions

    [>Management homework help](https://www.sweetstudy.com/fields/business-finance-management)

    Assignment must be completed with 2-3 pages regarding Subaru. Rubric and prompt are attached. Must have 4-5 references.

    – [\
    \
    Milestone1Rubric.png](https://www.sweetstudy.com/files/milestone1rubric-png "Milestone1Rubric.png")
    – [\
    \
    Milestone1Prompt.png](https://www.sweetstudy.com/files/milestone1prompt-png "Milestone1Prompt.png")

  • [Solved] Project managers

    ✓ Verified Academic Solution Available

    Executive Solution Overview

    [>Operations Management homework help](https://www.sweetstudy.com/fields/business-finance-operations-management) Project managers may use a variety of documents throughout the project lifecycle, such as the project scope, stakeholder matrix, project plan, schedules, and final reports. In this course…

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    Assignment Prompt & Instructions

    [>Operations Management homework help](https://www.sweetstudy.com/fields/business-finance-operations-management)

    Project managers may use a variety of documents throughout the project lifecycle, such as the project scope, stakeholder matrix, project plan, schedules, and final reports. In this course, you will bring everything together, including the detailed knowledge gained throughout the program, to create your own set of project documents.

    This week, you will develop a stakeholder register and portions of a work breakdown structure (WBS). The WBS is typically a large document that divides projects into manageable sections. It results from a clearly defined scope document and provides a detailed picture of all the **components** required to deliver a project.

    This part of the plan eventually aligns each package of related work items to the necessary time, financial, and human resources. The WBS can be created in text or graphic form, using a Word document, spreadsheet, or project management software, as part of the PMI project management lifecycle.

    While the entire document is important to projects, this assessment will focus on specific sections within the initiation and planning phases of the PMI process groups.

    ##### **Assessment Preparation**

    **Consider** this [scenario](https://multimedia.phoenix.edu/cms/202551344). Please note that the scenario will be revisited and further developed in subsequent assignments throughout the course. Each assignment will build on the previous one, adding new elements and complexities to the scenario.

    **Review** the [Project Scope](https://multimedia.phoenix.edu/cms/202551237) document. ATTACHED

    ##### **Assessment Deliverable**

    **Complete** the

    **pm490_v2_wk2_PMI_methodology_initiating_planning_Dec 2025.docx ATTACHED**

    template.

    **Remember that the WBS is comprised of deliverables, WHAT is to be delivered, not tasks that describe HOW deliverables are to be accomplished.  Be sure to read the Burek article before beginning this assignment.**

    Tasks are not identified until we transition from the WBS to the detailed Project plan and schedule in Part 3 of the template.

    #### **Assessment Support**

    – Review the [grading rubric](https://multimedia.phoenix.edu/cms/202551235) for guidance on deliverable expectations.
    – Read Ch. 3, “Project Initiation and the WBS,” of _Work Breakdown Structures: The Foundation for Project Management Excellence_, from the [University Library](https://library.phoenix.edu/PM490vZ/w2).
    – Read [The RACI Matrix](https://library.phoenix.edu/PM490vZ/w2) by MindTools to learn one way to organize stakeholder responsibilities.
    – Review [The ABC Basics of the WBS Paul Burek](https://www.pmi.org/learning/library/work-breakdown-structure-basics-5919) for another explanation and example of a WBS.
    – Review the following resources for writing guidelines and APA information:
    – [Center for Writing Excellence](https://multimedia.phoenix.edu/cms/cwe/)
    – [Reference and Citation Generator](https://multimedia.phoenix.edu/cms/citation)

    – [\
    _methodology_initiating_planning_Dec2025.docx](https://www.sweetstudy.com/files/-methodology-initiating-planning-dec2025-docx "_methodology_initiating_planning_Dec2025.docx")
    – [\
    \
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  • [Solved] Personal Branding Analytics Assigment

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    Instructions: The purpose of this assignment is to analyze the performance of your personal website using your knowledge and capabilities in Google Analytics. Report the results and opportunities of your website metrics: – The report is a maximum 2 page report about the Google Analytics of your webs…

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    Assignment Prompt & Instructions

    Instructions:

    The purpose of this assignment is to analyze the performance of your personal website using your knowledge and capabilities in Google Analytics.

    Report the results and opportunities of your website metrics:

    – The report is a maximum 2 page report about the Google Analytics of your website
    – The analysis should be typed (Font Size: 12 double spaced)
    – The report should explain the result of 5 different metrics from your google analytics page with at least one metric describing your audience (demographics) and one describing the Technology used to access your site.  The remaining three are up to you as long as they provide valuable information about your website (stating that your bounce rate is 0% may be true but would not be interesting or help with insight into your website). Can use Page View and User Behavior as well.
    – The report must include an appendix after your executive summary. The appendix is not page limited and should include a screen shot of each of the google analytics dashboards you used to analyze the 5 different metrics.  All screenshots in the appendix MUST be full views of the analytics dashboard including the Google Analytics icon on the top left and must also display the account to the right of this icon showing your account with the name of your website.

    Appendix screenshots attached.

    – [\
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    – [\
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    – [\
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  • [Solved] one question global business

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    [>Management homework help](https://www.sweetstudy.com/fields/business-finance-management) What should Tawadey do, going forward?

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    [>Management homework help](https://www.sweetstudy.com/fields/business-finance-management)

    What should Tawadey do, going forward?