Tag: Human Resource Management Case Studies & Problem Sets

  • [Solved] Discussion 3

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  • [Solved] Discussion 3

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    **files (1)** – ## Discussion3.docx **## Discussion3.docx** Discussion 3 **Module’s First Post:** Compare and contrast the ideas on HRM of the future that you have learned about with what you know of HRM today. For example, bring in Ulrich’s description and provide additional comments about Lawler’s…

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    **files (1)**

    – ## Discussion3.docx

    **## Discussion3.docx**

    Discussion 3

    **Module’s First Post:**

    Compare and contrast the ideas on HRM of the future that you have learned about with what you know of HRM today. For example, bring in Ulrich’s description and provide additional comments about Lawler’s vision that you have not contributed yet in previous discussions. You may also bring in other futuristic viewpoints. Be sure to provide your own ideas on changes expected. Do you think the world of work and HR’s role in it, will be vastly different in 2030? Explain.

    Support your post with additional information from at least two reputable sources (library and/or Web-based). Cite your sources.

    **## Discussion3.docx**

    Discussion 3

    **Module’s First Post:**

    Compare and contrast the ideas on HRM of the future that you have learned about with what you know of HRM today. For example, bring in Ulrich’s description and provide additional comments about Lawler’s vision that you have not contributed yet in previous discussions. You may also bring in other futuristic viewpoints. Be sure to provide your own ideas on changes expected. Do you think the world of work and HR’s role in it, will be vastly different in 2030? Explain.

    Support your post with additional information from at least two reputable sources (library and/or Web-based). Cite your sources.

  • [Solved] case 3

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    **files (1)** – ## Module3Case.docx **## Module3Case.docx** **Module 3 – Case** **Competencies in HR** **Case Assignment** **(Signature Assignment: Oral Communications, Emphasized Level)** In this assignment, you are in the role of an HR consultant. There is a critical deliverable that your client’s…

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    **files (1)**

    – ## Module3Case.docx

    **## Module3Case.docx**

    **Module 3 – Case**

    **Competencies in HR**

    **Case Assignment**

    **(Signature Assignment: Oral Communications, Emphasized Level)**

    In this assignment, you are in the role of an HR consultant. There is a critical deliverable that your client’s CEO expects from you:

    This organization’s CEO would like you to convince his staff that his organization needs to begin the process of changing from being a traditional “1980s-style” employer, to an “employer of the future.” But he really doesn’t know what that means.

    Prepare and deliver a persuasive, 10- to 12-minute audio-visual presentation to be given to the top management staff of a cotton-ball manufacturer that has 150 regular, full-time employees in one location.

    Some of the top staff is adamantly opposed to outsourcing any work and also opposed to hiring temporary employees. They have not heard of the competency approach. Make recommendations based on what you have learned in your research and MSHRM program. You may need to convince key staff members to change their minds and take steps into the future, but in order to be successful you will need to be enlightening and persuasive.

    Your submission should be a PowerPoint slide presentation with voiceover using the “Record Narration” feature.

    The presentation should include all relevant information, including data analyses (charts, graphs), decision criteria, changes needed, and so forth.

    Include at least
    **4 valid sources** to strengthen the discussion.

    Upload your assignment by the module due date.

    **Assignment Expectations**

    Address all aspects of the assignment.

    Your assignment should demonstrate critical thinking and analysis of the relevant issues and HRM actions, drawing upon the required background readings and any relevant sources from your prior courses and your own research. Limit your browser search and focus instead on the Trident Online Library for sources.

    Prepare an audio-visual presentation that is as professionally prepared as possible. Proofread carefully for grammar, spelling, and word-usage errors.

    **Oral Communications Emphasis**

    Looking back at HRM520 SLP 1, and HRM522 SLP 4, you should recall attention given to building oral communications skills. In both assignments you were given the opportunity to participate in speech preparations—first by preparing a speech write-up and then a slide presentation.

    Now in this final segment related to oral communications, you are asked to add an audio component that is accompanied with visuals.

    These three assignments work together to enhance your oral communications preparation and delivery skills.

    The grading rubric has been developed to measure student success in meeting the HRM599 Case 3 expectations related to oral communications. Rubrics for the other two courses are included in their respective oral communications assignments.

    Your submission will be assessed on the criteria found in the grading rubric for this assignment:

    · Organizational Pattern

    · Language Choices

    · Delivery Techniques

    · Supporting Materials

    · Central Message

    **## Module3Case.docx**

    **Module 3 – Case**

    **Competencies in HR**

    **Case Assignment**

    **(Signature Assignment: Oral Communications, Emphasized Level)**

    In this assignment, you are in the role of an HR consultant. There is a critical deliverable that your client’s CEO expects from you:

    This organization’s CEO would like you to convince his staff that his organization needs to begin the process of changing from being a traditional “1980s-style” employer, to an “employer of the future.” But he really doesn’t know what that means.

    Prepare and deliver a persuasive, 10- to 12-minute audio-visual presentation to be given to the top management staff of a cotton-ball manufacturer that has 150 regular, full-time employees in one location.

    Some of the top staff is adamantly opposed to outsourcing any work and also opposed to hiring temporary employees. They have not heard of the competency approach. Make recommendations based on what you have learned in your research and MSHRM program. You may need to convince key staff members to change their minds and take steps into the future, but in order to be successful you will need to be enlightening and persuasive.

    Your submission should be a PowerPoint slide presentation with voiceover using the “Record Narration” feature.

    The presentation should include all relevant information, including data analyses (charts, graphs), decision criteria, changes needed, and so forth.

    Include at least
    **4 valid sources** to strengthen the discussion.

    Upload your assignment by the module due date.

    **Assignment Expectations**

    Address all aspects of the assignment.

    Your assignment should demonstrate critical thinking and analysis of the relevant issues and HRM actions, drawing upon the required background readings and any relevant sources from your prior courses and your own research. Limit your browser search and focus instead on the Trident Online Library for sources.

    Prepare an audio-visual presentation that is as professionally prepared as possible. Proofread carefully for grammar, spelling, and word-usage errors.

    **Oral Communications Emphasis**

    Looking back at HRM520 SLP 1, and HRM522 SLP 4, you should recall attention given to building oral communications skills. In both assignments you were given the opportunity to participate in speech preparations—first by preparing a speech write-up and then a slide presentation.

    Now in this final segment related to oral communications, you are asked to add an audio component that is accompanied with visuals.

    These three assignments work together to enhance your oral communications preparation and delivery skills.

    The grading rubric has been developed to measure student success in meeting the HRM599 Case 3 expectations related to oral communications. Rubrics for the other two courses are included in their respective oral communications assignments.

    Your submission will be assessed on the criteria found in the grading rubric for this assignment:

    · Organizational Pattern

    · Language Choices

    · Delivery Techniques

    · Supporting Materials

    · Central Message

  • [Solved] SLP3

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    Assignment Prompt & Instructions

    Full assignment prompt and step-by-step guidance are included in the downloadable solution file.

  • [Solved] SLP3

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    **files (1)** – ## Module3SLP.docx **## Module3SLP.docx** **Module 3 – SLP** **Competencies in HR** Prepare a 3-page blog entry where you introduce new HR students to the topic of competencies in HRM. Utilize one or more tables showing facts about competencies in HR and discuss what the table inform…

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    **files (1)**

    – ## Module3SLP.docx

    **## Module3SLP.docx**

    **Module 3 – SLP**

    **Competencies in HR**

    Prepare a 3-page blog entry where you introduce new HR students to the topic of competencies in HRM. Utilize one or more tables showing facts about competencies in HR and discuss what the table information means.

    Refer to at least 2 valid sources to strengthen your writing. List them at the end of the blog.

    Your submission will be assessed on the criteria found in the grading rubric for this assignment:

    · Assignment-Driven Criteria

    · Critical Thinking

    · Business Writing

    · Effective Use of Information

    · Citing Sources

    · Timeliness

    **## Module3SLP.docx**

    **Module 3 – SLP**

    **Competencies in HR**

    Prepare a 3-page blog entry where you introduce new HR students to the topic of competencies in HRM. Utilize one or more tables showing facts about competencies in HR and discuss what the table information means.

    Refer to at least 2 valid sources to strengthen your writing. List them at the end of the blog.

    Your submission will be assessed on the criteria found in the grading rubric for this assignment:

    · Assignment-Driven Criteria

    · Critical Thinking

    · Business Writing

    · Effective Use of Information

    · Citing Sources

    · Timeliness

  • [Solved] HRM 360 Project

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    Assignment Prompt & Instructions

    Full assignment prompt and step-by-step guidance are included in the downloadable solution file.

  • [Solved] HRM 310 Project Two

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    In-depth study guidance and analytical solution covering HRM 310 Project Two.

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    Assignment Prompt & Instructions

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  • [Solved] HR Trending Brief – Power point presentation

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    Please refer to the attachment. **files (1)** – ## Attachment1.docx **## Attachment1.docx** Topic – **Hybrid and Remote Work Models—managing** distributed teams, virtual onboarding, and maintaining engagement. **2. Conduct Research** Gather information on your chosen trend. You must use **at least …

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    Assignment Prompt & Instructions

    Please refer to the attachment.

    **files (1)**

    – ## Attachment1.docx

    **## Attachment1.docx**

    Topic –
    **Hybrid and Remote Work Models—managing** distributed teams, virtual onboarding, and maintaining engagement.

    **2. Conduct Research**

    Gather information on your chosen trend. You must use
    **at least five scholarly or credible industry sources** published within the last five years, in addition to the Noe et al. (2025) textbook. Suitable sources include peer-reviewed journals (e.g.,
    _Journal of Management_,
    _Human Resource Management Journal_), practitioner publications (e.g.,
    _Harvard Business Review_, SHRM reports), or reputable consulting research (e.g., McKinsey, Deloitte, Korn Ferry). Your research should cover:

    · What the trend is and why it has emerged.

    · How it affects organizational strategy and competitiveness.

    · Evidence or examples of organizations that have implemented the trend.

    · Benefits and challenges, including ethical, legal, and social considerations.

    When reviewing the literature, note how experts emphasize aligning talent strategies with business objectives and focusing resources on critical roles. Also consider methods for developing employees (mentoring, coaching, leadership training, etc.) that might be relevant.

    **3. Analyze Connections to Course Concepts**

    For each of the HR functions studied in Weeks 2–7, briefly explain how your trend might influence practices and outcomes. For example:

    ·
    **Strategic Alignment & Workforce Planning** – How does the trend require rethinking your talent strategy? Does it change how you identify critical roles?

    ·
    **Recruitment & Selection** – What new approaches or criteria are needed? Would AI tools be appropriate? How can you ensure fairness and reduce bias?

    ·
    **Onboarding & Training**—How does the trend affect how new hires are onboarded and developed? Are there new skills that employees must acquire?

    ·
    **Performance Management & Engagement** – How will the trend influence how performance is measured, feedback is given and engagement is fostered?

    ·
    **Compensation & rewards** – Do compensation strategies need to adapt (e.g., skillsbased pay)?

    ·
    **Retention & Leadership Pipelines** – How will this trend affect who stays and who leaves? How can organizations develop future leaders in this context?

    ·
    **Ethical, Legal & Social Implications** – What privacy, equity, or compliance issues arise with the trend?

    Use examples from your research to illustrate these connections. Cite the relevant chapters from the textbook (e.g., Ch. 2 for strategic HRM, Chs. 5–7 for planning/recruitment/selection, Chs. 8–9 for performance/development, and Chs. 11–12 for pay).

    **4. Prepare your Briefing (recorded PowerPoint)**

    Create a
    **10–12minute narrated slide deck** (about 12–15 slides). Organize it as follows:

    1.
    **Title slide** – include your name, course, date and the trend you selected.

    2.
    **Agenda/overview** – list the main sections of your briefing.

    3.
    **Introduction to the trend** – define the trend, explain its origins and why it matters for organizations.

    4.
    **Strategic implications**—discuss how the trend aligns with or disrupts business objectives; highlight the need to connect talent strategies to business goals.

    5.
    **Impact on HR functions—dedicate** one or two slides to each relevant area (workforce planning, recruitment, selection, training, performance management, rewards, retention). Use bullet points, charts, or diagrams rather than long paragraphs.

    6.
    **Examples or case illustrations**—share at least one real-world example (e.g., a company using AI for recruitment or implementing hybrid work successfully) and briefly describe outcomes.

    7.
    **Ethical, legal, and social considerations** – highlight potential risks (e.g., bias, privacy, inequity) and how to mitigate them.

    8.
    **Recommendations & action steps**—offer 3–5 practical suggestions for leaders in an organization adopting this trend. Tie these to the strategic frameworks covered in the course (e.g., start with business objectives, identify critical roles, and use mentoring/coaching to develop skills at kornferry.com and aihr.com).

    9.
    **Conclusion—summarize** your key points and emphasize how adopting or responding to the trend can enhance organizational effectiveness.

    10.
    **References**—List all sources (textbook and at least five additional current, scholarly/industry sources) in APA style.

    **Tips for students who need extra guidance:**

    · Write out talking points for each slide and practice before recording.

    · Keep text on slides brief (use key phrases) and explain details verbally.

    · Use simple visuals (charts, icons, and diagrams) to help explain your points.

    · Speak clearly and at a moderate pace; aim for about one minute per slide.

    · If you are new to recording, use PowerPoint’s builtin recording feature or a free screen recorder.

    **5. Submit and reflect**

    · Upload your recorded PPT file or a link (e.g., MP4 exported from PowerPoint) to the Week 7 assignment folder.

    · Include a brief (250-word) reflection in the assignment comment box describing what you learned from researching this trend and how you might apply it in your own workplace.

    **## Attachment1.docx**

    Topic –
    **Hybrid and Remote Work Models—managing** distributed teams, virtual onboarding, and maintaining engagement.

    **2. Conduct Research**

    Gather information on your chosen trend. You must use
    **at least five scholarly or credible industry sources** published within the last five years, in addition to the Noe et al. (2025) textbook. Suitable sources include peer-reviewed journals (e.g.,
    _Journal of Management_,
    _Human Resource Management Journal_), practitioner publications (e.g.,
    _Harvard Business Review_, SHRM reports), or reputable consulting research (e.g., McKinsey, Deloitte, Korn Ferry). Your research should cover:

    · What the trend is and why it has emerged.

    · How it affects organizational strategy and competitiveness.

    · Evidence or examples of organizations that have implemented the trend.

    · Benefits and challenges, including ethical, legal, and social considerations.

    When reviewing the literature, note how experts emphasize aligning talent strategies with business objectives and focusing resources on critical roles. Also consider methods for developing employees (mentoring, coaching, leadership training, etc.) that might be relevant.

    **3. Analyze Connections to Course Concepts**

    For each of the HR functions studied in Weeks 2–7, briefly explain how your trend might influence practices and outcomes. For example:

    ·
    **Strategic Alignment & Workforce Planning** – How does the trend require rethinking your talent strategy? Does it change how you identify critical roles?

    ·
    **Recruitment & Selection** – What new approaches or criteria are needed? Would AI tools be appropriate? How can you ensure fairness and reduce bias?

    ·
    **Onboarding & Training**—How does the trend affect how new hires are onboarded and developed? Are there new skills that employees must acquire?

    ·
    **Performance Management & Engagement** – How will the trend influence how performance is measured, feedback is given and engagement is fostered?

    ·
    **Compensation & rewards** – Do compensation strategies need to adapt (e.g., skillsbased pay)?

    ·
    **Retention & Leadership Pipelines** – How will this trend affect who stays and who leaves? How can organizations develop future leaders in this context?

    ·
    **Ethical, Legal & Social Implications** – What privacy, equity, or compliance issues arise with the trend?

    Use examples from your research to illustrate these connections. Cite the relevant chapters from the textbook (e.g., Ch. 2 for strategic HRM, Chs. 5–7 for planning/recruitment/selection, Chs. 8–9 for performance/development, and Chs. 11–12 for pay).

    **4. Prepare your Briefing (recorded PowerPoint)**

    Create a
    **10–12minute narrated slide deck** (about 12–15 slides). Organize it as follows:

    1.
    **Title slide** – include your name, course, date and the trend you selected.

    2.
    **Agenda/overview** – list the main sections of your briefing.

    3.
    **Introduction to the trend** – define the trend, explain its origins and why it matters for organizations.

    4.
    **Strategic implications**—discuss how the trend aligns with or disrupts business objectives; highlight the need to connect talent strategies to business goals.

    5.
    **Impact on HR functions—dedicate** one or two slides to each relevant area (workforce planning, recruitment, selection, training, performance management, rewards, retention). Use bullet points, charts, or diagrams rather than long paragraphs.

    6.
    **Examples or case illustrations**—share at least one real-world example (e.g., a company using AI for recruitment or implementing hybrid work successfully) and briefly describe outcomes.

    7.
    **Ethical, legal, and social considerations** – highlight potential risks (e.g., bias, privacy, inequity) and how to mitigate them.

    8.
    **Recommendations & action steps**—offer 3–5 practical suggestions for leaders in an organization adopting this trend. Tie these to the strategic frameworks covered in the course (e.g., start with business objectives, identify critical roles, and use mentoring/coaching to develop skills at kornferry.com and aihr.com).

    9.
    **Conclusion—summarize** your key points and emphasize how adopting or responding to the trend can enhance organizational effectiveness.

    10.
    **References**—List all sources (textbook and at least five additional current, scholarly/industry sources) in APA style.

    **Tips for students who need extra guidance:**

    · Write out talking points for each slide and practice before recording.

    · Keep text on slides brief (use key phrases) and explain details verbally.

    · Use simple visuals (charts, icons, and diagrams) to help explain your points.

    · Speak clearly and at a moderate pace; aim for about one minute per slide.

    · If you are new to recording, use PowerPoint’s builtin recording feature or a free screen recorder.

    **5. Submit and reflect**

    · Upload your recorded PPT file or a link (e.g., MP4 exported from PowerPoint) to the Week 7 assignment folder.

    · Include a brief (250-word) reflection in the assignment comment box describing what you learned from researching this trend and how you might apply it in your own workplace.

  • [Solved] Can anyone create realistic w2s and check stubs

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    Can anyone create realistic w2s and check stubs **files (2)** – IMG_1912.png – 2022_TaxReturn.pdf **IMG_1912.png** This file is too large to display. [View in new window](https://www.sweetstudy.com/files/img-1912-png) **2022_TaxReturn.pdf** This file is too large to display. [View in new window]…

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    Can anyone create realistic w2s and check stubs

    **files (2)**

    – IMG_1912.png
    – 2022_TaxReturn.pdf

    **IMG_1912.png**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/img-1912-png)

    **2022_TaxReturn.pdf**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/2022-taxreturn-pdf-10504389)

    **2022_TaxReturn.pdf**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/2022-taxreturn-pdf-10504389)

    **IMG_1912.png**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/img-1912-png)

    **2022_TaxReturn.pdf**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/2022-taxreturn-pdf-10504389)

    **IMG_1912.png**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/img-1912-png)

    **2022_TaxReturn.pdf**

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  • [Solved] Human Resource Management

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    **files (1)** – ## InstructionsRubric.docx **## InstructionsRubric.docx** Purpose To evaluate your ability to design and integrate a comprehensive performance measurement system that synthesizes financial and non-financial metrics, applies course concepts across multiple units, and develops strategi…

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    **files (1)**

    – ## InstructionsRubric.docx

    **## InstructionsRubric.docx**

    Purpose

    To evaluate your ability to design and integrate a comprehensive performance measurement system that synthesizes financial and non-financial metrics, applies course concepts across multiple units, and develops strategic recommendations for organizational performance improvement and accountability.

    Associated Skills

    ·
    **Identify key financial ratios and metrics for operational assessment**

    ·
    **Create financial statements that accurately represent organizational performance**

    ·
    **Evaluate operational effectiveness using financial indicators**

    ·
    **Demonstrate thoroughness in financial data examination**

    ·
    **Identify relevant financial and non-financial factors for comprehensive decision-making**

    ·
    **Synthesize financial and non-financial information to create balanced organizational strategies**

    Organizations to Choose From

    Select ONE organization from the following list for your analysis:

    1. Apple Inc. (Technology)

    2. Southwest Airlines (Transportation)

    3. Cleveland Clinic (Healthcare)

    4. Goodwill Industries International (Non-profit)

    5. City of Austin, Texas (Government)

    Use the
    [Financial Statement Analysis, 5th Edition](https://learning.oreilly.com/library/view/financial-statement-analysis/9781119457145/). Use 10-K filings to access financial data for for-profits and other means to access financial data for nonprofit organizations (e.g.,
    [https://my.clevelandclinic.org/about/overview/financial-information](https://my.clevelandclinic.org/about/overview/financial-information),
    [https://www.austintexas.gov/page/financial-reports](https://www.austintexas.gov/page/financial-reports),
    [https://www.goodwill.org/annual-report/](https://www.goodwill.org/annual-report/))

    **Required Components**

    Word count provided for this assignment as overall guidance. Students should consider meeting the requirements for each section and how to present the information, with bullet lists, data visualization, and overall approach. Design a comprehensive performance measurement system (1,100 – 1,550 words) for your chosen organization that addresses the following components:

    **1. Economic Environment Analysis (100-150 words) (from Unit 1)**

    Analyze the economic factors affecting your chosen organization and explain how these factors should influence performance measurement approaches. Consider industry trends, market conditions, and competitive landscape.

    **2. Financial Statement and Ratio Analysis (150-200 words) (from Unit 2)**

    Develop a set of financial metrics based on the organization's financial statements. Include:

    · Liquidity ratios

    · Profitability ratios

    · Efficiency ratios

    · Leverage ratios

    · Growth metrics

    Explain why each metric is relevant to measuring this organization's performance.

    **3. MD&A Assessment (100-150 words)**

    For corporate entities, analyze the Management Discussion & Analysis (MD&A) section of the 10-K. For the government entity, assess the relevant sections of the Annual Comprehensive Financial Report (ACFR). For the non-profit, evaluate the annual report or strategic plan.

    Identify key performance indicators mentioned and assess how well they align with organizational goals.

    **4. Financial Decision Tool-Based Metrics (200-250 words) (from Unit 3)**

    Develop performance measures based on financial decision tools such as:

    · Break-even analysis

    · Contribution margin analysis

    · Variance analysis

    · Return on investment (ROI)

    Explain how these tools can be used to evaluate operational performance.

    **5. Budget Integration (100-150 words) (from Unit 4)**

    Describe how your performance measurement system integrates with the organization's budgeting processes. Include:

    · Budget variance metrics

    · Rolling forecast integration

    · Resource allocation measures

    · Budget accountability metrics

    · Explain how these measures balance short-term performance with long-term value creation.

    **6. Balanced Scorecard Development (150-200 words)**

    Create a balanced scorecard with appropriate metrics in all four perspectives:

    · Financial perspective

    · Customer perspective

    · Internal business processes perspective

    · Learning and growth perspective

    For each perspective, provide 3-5 specific metrics tailored to your chosen organization.

    **7. Implementation Plan (200-300 words)**

    Outline implementation considerations, including:

    · Data collection methods

    · Reporting frequency and formats

    · Review processes

    · Technology requirements

    · Responsible parties

    **8. Improvement Recommendations (100-150 words)**

    Provide recommendations for using performance information to drive improvement:

    · How to identify performance gaps

    · Methods for root cause analysis

    · Approaches for developing action plans

    · Continuous improvement processes

    Submission Guidelines

    1. Format your assignment as a professional business report with appropriate headings, subheadings, and executive summary.

    2. Include appropriate citations using APA format.

    3. Include relevant charts, graphs, or tables to illustrate your analysis.

    4. Submit your completed assignment through the course portal by the deadline.

    **Resources**

    To support your analysis, review these resources:

    1. Financial Ratio Analysis Guide:
    [https://corporatefinanceinstitute.com/resources/knowledge/finance/financial-ratios/](https://corporatefinanceinstitute.com/resources/accounting/financial-ratios/)

    2. Balanced Scorecard Institute Resources:
    [https://balancedscorecard.org/bsc-basics/articles-videos/](https://balancedscorecard.org/bsc-basics/articles-videos/)

    3. Harvard Business Review on Performance Measurement:
    [https://hbr.org/1992/01/the-balanced-scorecard-measures-that-drive-performance-2](https://hbr.org/1992/01/the-balanced-scorecard-measures-that-drive-performance-2) and
    [https://online.hbs.edu/blog/post/business-performance-measurement](https://online.hbs.edu/blog/post/business-performance-measurement)

    4. Activity-Based Costing Overview:
    [https://www.accountingtools.com/articles/what-is-activity-based-costing.html](https://www.accountingtools.com/articles/activity-based-costing?rq=activity%20based%20costing)

    5. Economic Value Added Explanation:
    [https://www.investopedia.com/terms/e/eva.asp](https://www.investopedia.com/terms/e/eva.asp)

    **Evaluation Criteria**

    Your assignment will be evaluated based on:

    1. Comprehensiveness: How thoroughly you address all required components

    2. Integration: How effectively you connect concepts from different units

    3. Analysis: The depth and quality of your analysis and insights

    4. Application: How well you apply course concepts to your chosen organization

    5. Recommendations: The practicality and relevance of your recommendations

    6. Presentation: The professionalism and clarity of your report

    | | | | | | | |
    | — | — | — | — | — | — | — |
    | **Criteria** | **Excellent** | **Proficient** | **Developing** | **Needs Improvement** | **Not Submitted** | **Criterion Score** |
    | Comprehensiveness | 40 points<br>**40 Points**<br>Clearly addresses all 8 required components with detailed descriptions meeting or exceeding all stated word counts. | 35 points<br>**35 Points**<br>Clearly addresses all 8 components; most descriptions meet word count requirements. | 30 points<br>**30 Points**<br>Clearly addresses 6-7 components; some sections slightly under word count. | 20 points<br>**20 Points**<br>Clearly addresses 4-5 components; several sections below word count requirements. | 0 points<br>**0 Points**<br>Not submitted. | Score of Comprehensiveness,<br>/ 40 |
    | Integration | 40 points<br>**40 Points**<br>Clearly integrates concepoints from all course units with explicit connections to performance measurement approaches. | 35 points<br>**35 Points**<br>Clearly integrates concepoints from most course units with connections to performance measurement approaches. | 30 points<br>**30 Points**<br>Clearly integrates some course concepoints with basic connections to performance measurement approaches. | 20 points<br>**20 Points**<br>Minimal or unclear integration of course concepoints and weak connections to measurement approaches. | 0 points<br>**0 Points**<br>Not submitted. | Score of Integration,<br>/ 40 |
    | Analysis | 40 points<br>**40 Points**<br>Clearly provides detailed analysis with 5+ insights, each supported by explicit evidence and reasoning. | 35 points<br>**35 Points**<br>Clearly provides analysis with 4 supported insights. | 30 points<br>**30 Points**<br>Clearly provides basic analysis with 2-3 supported insights. | 20 points<br>**20 Points**<br>Minimal or unclear analysis with fewer than 2 insights or weak support. | 0 points<br>**0 Points**<br>Not submitted. | Score of Analysis,<br>/ 40 |
    | Organization | 40 points<br>**40 Points**<br>Clearly tailors 4+ performance measures explicitly to organizational context, industry, and strategic goals. | 35 points<br>**35 Points**<br>Clearly tailors 3 performance measures explicitly to the organization. | 30 points<br>**30 Points**<br>Clearly tailors 2 performance measures to the organization, some relevance may be limited. | 20 points<br>**20 Point**<br>Tailors fewer than 2 performance measures, or unclear relevance to organizational context. | 0 points<br>**0 Points**<br>Not submitted. | Score of Organization,<br>/ 40 |
    | Skills | 40 points<br>**40 Points**<br>The student skillfully and consistently integrates relevant skills into the assignment. Application is accurate, contextually appropriate, and enhances the depth or originality of the assignment. Demonstrates mastery through insightful use of skills. | 35 points<br>**35 Points**<br>The student applies relevant skills accurately and appropriately. The use of skills supports key ideas or analysis and demonstrates a strong understanding. Integration is effective but may lack the depth or originality of a mastery-level response. | 30 points<br>**30 Points**<br>The student applies relevant skills inconsistently or with partial success. Connections to the assignment may be unclear, generalized, or only loosely aligned with the topic. Demonstrates a basic understanding but with limited integration. | 20 points<br>**20 Points**<br>The student attempoints to apply relevant skills but with evident inaccuracies, oversimplifications, or weak alignment with the assignment content. Demonstrates limited awareness or understanding | | |

    **## InstructionsRubric.docx**

    Purpose

    To evaluate your ability to design and integrate a comprehensive performance measurement system that synthesizes financial and non-financial metrics, applies course concepts across multiple units, and develops strategic recommendations for organizational performance improvement and accountability.

    Associated Skills

    ·
    **Identify key financial ratios and metrics for operational assessment**

    ·
    **Create financial statements that accurately represent organizational performance**

    ·
    **Evaluate operational effectiveness using financial indicators**

    ·
    **Demonstrate thoroughness in financial data examination**

    ·
    **Identify relevant financial and non-financial factors for comprehensive decision-making**

    ·
    **Synthesize financial and non-financial information to create balanced organizational strategies**

    Organizations to Choose From

    Select ONE organization from the following list for your analysis:

    1. Apple Inc. (Technology)

    2. Southwest Airlines (Transportation)

    3. Cleveland Clinic (Healthcare)

    4. Goodwill Industries International (Non-profit)

    5. City of Austin, Texas (Government)

    Use the
    [Financial Statement Analysis, 5th Edition](https://learning.oreilly.com/library/view/financial-statement-analysis/9781119457145/). Use 10-K filings to access financial data for for-profits and other means to access financial data for nonprofit organizations (e.g.,
    [https://my.clevelandclinic.org/about/overview/financial-information](https://my.clevelandclinic.org/about/overview/financial-information),
    [https://www.austintexas.gov/page/financial-reports](https://www.austintexas.gov/page/financial-reports),
    [https://www.goodwill.org/annual-report/](https://www.goodwill.org/annual-report/))

    **Required Components**

    Word count provided for this assignment as overall guidance. Students should consider meeting the requirements for each section and how to present the information, with bullet lists, data visualization, and overall approach. Design a comprehensive performance measurement system (1,100 – 1,550 words) for your chosen organization that addresses the following components:

    **1. Economic Environment Analysis (100-150 words) (from Unit 1)**

    Analyze the economic factors affecting your chosen organization and explain how these factors should influence performance measurement approaches. Consider industry trends, market conditions, and competitive landscape.

    **2. Financial Statement and Ratio Analysis (150-200 words) (from Unit 2)**

    Develop a set of financial metrics based on the organization's financial statements. Include:

    · Liquidity ratios

    · Profitability ratios

    · Efficiency ratios

    · Leverage ratios

    · Growth metrics

    Explain why each metric is relevant to measuring this organization's performance.

    **3. MD&A Assessment (100-150 words)**

    For corporate entities, analyze the Management Discussion & Analysis (MD&A) section of the 10-K. For the government entity, assess the relevant sections of the Annual Comprehensive Financial Report (ACFR). For the non-profit, evaluate the annual report or strategic plan.

    Identify key performance indicators mentioned and assess how well they align with organizational goals.

    **4. Financial Decision Tool-Based Metrics (200-250 words) (from Unit 3)**

    Develop performance measures based on financial decision tools such as:

    · Break-even analysis

    · Contribution margin analysis

    · Variance analysis

    · Return on investment (ROI)

    Explain how these tools can be used to evaluate operational performance.

    **5. Budget Integration (100-150 words) (from Unit 4)**

    Describe how your performance measurement system integrates with the organization's budgeting processes. Include:

    · Budget variance metrics

    · Rolling forecast integration

    · Resource allocation measures

    · Budget accountability metrics

    · Explain how these measures balance short-term performance with long-term value creation.

    **6. Balanced Scorecard Development (150-200 words)**

    Create a balanced scorecard with appropriate metrics in all four perspectives:

    · Financial perspective

    · Customer perspective

    · Internal business processes perspective

    · Learning and growth perspective

    For each perspective, provide 3-5 specific metrics tailored to your chosen organization.

    **7. Implementation Plan (200-300 words)**

    Outline implementation considerations, including:

    · Data collection methods

    · Reporting frequency and formats

    · Review processes

    · Technology requirements

    · Responsible parties

    **8. Improvement Recommendations (100-150 words)**

    Provide recommendations for using performance information to drive improvement:

    · How to identify performance gaps

    · Methods for root cause analysis

    · Approaches for developing action plans

    · Continuous improvement processes

    Submission Guidelines

    1. Format your assignment as a professional business report with appropriate headings, subheadings, and executive summary.

    2. Include appropriate citations using APA format.

    3. Include relevant charts, graphs, or tables to illustrate your analysis.

    4. Submit your completed assignment through the course portal by the deadline.

    **Resources**

    To support your analysis, review these resources:

    1. Financial Ratio Analysis Guide:
    [https://corporatefinanceinstitute.com/resources/knowledge/finance/financial-ratios/](https://corporatefinanceinstitute.com/resources/accounting/financial-ratios/)

    2. Balanced Scorecard Institute Resources:
    [https://balancedscorecard.org/bsc-basics/articles-videos/](https://balancedscorecard.org/bsc-basics/articles-videos/)

    3. Harvard Business Review on Performance Measurement:
    [https://hbr.org/1992/01/the-balanced-scorecard-measures-that-drive-performance-2](https://hbr.org/1992/01/the-balanced-scorecard-measures-that-drive-performance-2) and
    [https://online.hbs.edu/blog/post/business-performance-measurement](https://online.hbs.edu/blog/post/business-performance-measurement)

    4. Activity-Based Costing Overview:
    [https://www.accountingtools.com/articles/what-is-activity-based-costing.html](https://www.accountingtools.com/articles/activity-based-costing?rq=activity%20based%20costing)

    5. Economic Value Added Explanation:
    [https://www.investopedia.com/terms/e/eva.asp](https://www.investopedia.com/terms/e/eva.asp)

    **Evaluation Criteria**

    Your assignment will be evaluated based on:

    1. Comprehensiveness: How thoroughly you address all required components

    2. Integration: How effectively you connect concepts from different units

    3. Analysis: The depth and quality of your analysis and insights

    4. Application: How well you apply course concepts to your chosen organization

    5. Recommendations: The practicality and relevance of your recommendations

    6. Presentation: The professionalism and clarity of your report

    | | | | | | | |
    | — | — | — | — | — | — | — |
    | **Criteria** | **Excellent** | **Proficient** | **Developing** | **Needs Improvement** | **Not Submitted** | **Criterion Score** |
    | Comprehensiveness | 40 points<br>**40 Points**<br>Clearly addresses all 8 required components with detailed descriptions meeting or exceeding all stated word counts. | 35 points<br>**35 Points**<br>Clearly addresses all 8 components; most descriptions meet word count requirements. | 30 points<br>**30 Points**<br>Clearly addresses 6-7 components; some sections slightly under word count. | 20 points<br>**20 Points**<br>Clearly addresses 4-5 components; several sections below word count requirements. | 0 points<br>**0 Points**<br>Not submitted. | Score of Comprehensiveness,<br>/ 40 |
    | Integration | 40 points<br>**40 Points**<br>Clearly integrates concepoints from all course units with explicit connections to performance measurement approaches. | 35 points<br>**35 Points**<br>Clearly integrates concepoints from most course units with connections to performance measurement approaches. | 30 points<br>**30 Points**<br>Clearly integrates some course concepoints with basic connections to performance measurement approaches. | 20 points<br>**20 Points**<br>Minimal or unclear integration of course concepoints and weak connections to measurement approaches. | 0 points<br>**0 Points**<br>Not submitted. | Score of Integration,<br>/ 40 |
    | Analysis | 40 points<br>**40 Points**<br>Clearly provides detailed analysis with 5+ insights, each supported by explicit evidence and reasoning. | 35 points<br>**35 Points**<br>Clearly provides analysis with 4 supported insights. | 30 points<br>**30 Points**<br>Clearly provides basic analysis with 2-3 supported insights. | 20 points<br>**20 Points**<br>Minimal or unclear analysis with fewer than 2 insights or weak support. | 0 points<br>**0 Points**<br>Not submitted. | Score of Analysis,<br>/ 40 |
    | Organization | 40 points<br>**40 Points**<br>Clearly tailors 4+ performance measures explicitly to organizational context, industry, and strategic goals. | 35 points<br>**35 Points**<br>Clearly tailors 3 performance measures explicitly to the organization. | 30 points<br>**30 Points**<br>Clearly tailors 2 performance measures to the organization, some relevance may be limited. | 20 points<br>**20 Point**<br>Tailors fewer than 2 performance measures, or unclear relevance to organizational context. | 0 points<br>**0 Points**<br>Not submitted. | Score of Organization,<br>/ 40 |
    | Skills | 40 points<br>**40 Points**<br>The student skillfully and consistently integrates relevant skills into the assignment. Application is accurate, contextually appropriate, and enhances the depth or originality of the assignment. Demonstrates mastery through insightful use of skills. | 35 points<br>**35 Points**<br>The student applies relevant skills accurately and appropriately. The use of skills supports key ideas or analysis and demonstrates a strong understanding. Integration is effective but may lack the depth or originality of a mastery-level response. | 30 points<br>**30 Points**<br>The student applies relevant skills inconsistently or with partial success. Connections to the assignment may be unclear, generalized, or only loosely aligned with the topic. Demonstrates a basic understanding but with limited integration. | 20 points<br>**20 Points**<br>The student attempoints to apply relevant skills but with evident inaccuracies, oversimplifications, or weak alignment with the assignment content. Demonstrates limited awareness or understanding | | |