Tag: Valuation & Market Analysis

  • [Solved] QSO 349 Final Project Guidelines and Rubric

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    [>Management homework help](https://www.sweetstudy.com/fields/business-finance-management) ## QSO 349 Final Project Guidelines and Rubric ### Overview The final project for this course asks you to analyze a case study as though you are a project procurement officer. Select one of the provided case s…

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    Assignment Prompt & Instructions

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

    ## QSO 349 Final Project Guidelines and Rubric

    ### Overview

    The final project for this course asks you to analyze a case study as though you are a project procurement officer. Select one of the provided case studies. Analyze how the elements of the procurement process address all phases of the expected procurement: conduct, execute, control, and close. Discuss the considerations and analyses you would use to develop a comprehensive procurement management plan.

    Every project requires some amount of procurement to support the activities of the project team. The procurement may be purchasing standard products like computers, software, or furniture for a website development team. Or the procurement may be more complex like developing a custom new rugged, weatherproof, external battery smartphone case. In the first example, the procurement is highly focused on finding the lowest-cost, compliant supplier. In the second example, the procurement is focused on finding the most technically competent supplier. As a procurement professional, you must know the preferred methods to satisfy the requirements for both types of projects.

    The final project is divided into **three milestones**, which will be submitted at various points throughout the course to scaffold learning and ensure quality final submissions. These milestones will be submitted in **Modules Two, Three, and Five.** The final project will be submitted in **Module Seven**.

    In this assignment, you will demonstrate your mastery of the following course outcomes:

    – Select appropriate contract types that align with procurement requirements in maximizing value and minimizing risk for the buyer
    – Differentiate procurement processes between the United States and international environments in ensuring compliance with local regulations and adherence to best practices
    – Select appropriate evaluation tools for identifying vendors that best satisfy procurement requirements and provide maximum value
    – Evaluate contracting decisions for the extent to which they satisfy key procurement principles of value for money, ethics, competition, transparency, and accountability
    – Assess the components of a procurement management plan for their ability to satisfy the requirements of the project

    ### Prompt

    Developing a procurement management plan begins with collecting and analyzing inputs from the project. Those inputs could include the following elements:

    – Project scope statement
    – Project schedule
    – Project budget profile
    – Organizational assets (company policies, standard terms, and conditions)
    – Statement of work
    – Technical specification
    – Verification requirements

    Your analysis of project requirements in your chosen case study will help you determine the type of contract, the bid process, and the evaluation process.

    You will analyze and discuss the rationale for choices you made while developing a procurement management plan for the procurement scenario described in the selected case study. Your comprehensive analysis should cover all the considerations for executing an effective procurement from initiation to closure.

    For the final project, you will select one of the Harvard Business Publishing case studies below. You will analyze the case from the perspective of the project’s procurement officer. Your procurement analysis must consider all phases of the expected procurement: conduct, execute, control, and close.

    Use the links in the Harvard Business Publishing area of the course to review the description for each of the case studies:

    – GlaxoSmithKline: Sourcing Complex Professional Services
    – Harley-Davidson Motor Co.: Enterprise Software Selection
    – Sher-Wood Hockey Sticks: Global Sourcing
    – Timber jack Parts: Packaged Software Selection Project

    Specifically, you must address the following criteria in your analysis:

    1. **Overview**of Procurement Management Plans

    1. Discuss the **purpose** of a procurement management plan.
    2. Define the **basic components** of a procurement management plan.
    3. Explain how each major component of a procurement management plan **satisfies** the **project** or organizational **requirements** in the case study.
    2. **Contract Types**
    1. **Define** each type of contract.
    2. Assess contract types for their **suitability** for different types of projects (construction, design, services, and products).
    3. Assess contract types for their ability to maximize **value** and minimize **risk** for the buyer.
    4. **Select** the most appropriate **contract type or types** for the procurement plan in the case study. Be sure to justify your rationale with research.
    3. **Procurement Regulations**in the United States and Abroad

    1. Discuss procurement regulations required by local, regional, and federal governments regarding specific types of procurements executed in the **United States.**
    2. Discuss procurement regulations required by local, regional, and federal governments regarding specific types of procurements executed **internationally.**
    3. Summarize the **differences** between the domestic and international procurement regulations discussed above.
    4. **Determine** which procurement **regulations** would apply to the procurement plan in the case study and explain your reasoning. Will you be required to follow domestic regulations, international regulations, or both? Why?
    4. **Source Selection**
    1. Describe common source selection **criteria** used to evaluate vendor proposals.
    2. **Select** an appropriate vendor **evaluation tool** suitable for identifying vendors for the procurement plan in the case study. You should select a tool that uses appropriate selection criteria and is capable of producing a summary evaluation score.
    3. **Assess** the vendor **evaluation tool** for its effectiveness in satisfying the project requirements and providing maximum value to the buyer in the case study.
    5. **Procurement in Practice**
    1. **Summarize** the **key principles** of value for money, ethics, competition, transparency, and accountability.
    2. Discuss the **importance** of the key principles in effective procurement.
    3. **Evaluate** the **contracting decisions** described in the case study for the extent to which they satisfy key procurement principles of value for money, ethics, competition, transparency, and accountability. For example, consider the field situations or situational decision making.

    ### Milestones

    Milestone One: _Analysis Overview and Contract Selection_

    In Module Two, you will submit a document that identifies the case study you chose to analyze. You will complete the first parts of your analysis. Your document should provide an overview that meets all critical elements in Section I of the final project. You will discuss the reasons a procurement management plan would be useful in the procurement scenario you selected. After writing the overview, you will address all critical elements in Section II of the final project. You will discuss the contract types that could be used to execute the plan for your chosen scenario. Select an appropriate contract type for your case study and justify your choice. **This milestone will be graded with the Milestone One Rubric.**

    Milestone Two _: Procurement Regulations & Source Selection_

    In Module Three, you will submit a procurement regulations and source selection document that continues your analysis of the case study you selected. First, consider the critical elements in Section III of the final project. Discuss the impact of government regulations on procurement, the regulatory differences for procurements between the United States and another country, and potential regulatory effects for your selected procurement scenario. Second, address the critical elements in Section IV of the final project. Analyze and choose a set of parameters that you feel are useful for evaluating vendor proposals. Develop a vendor evaluation tool and assess its usefulness for proposal evaluation  and selection in your scenario. **This milestone will be graded with the Milestone Two Rubric.**

    Milestone Three _: Summary of Procurement Principles_

    In Module Five, you will submit a document with a summary of the key procurement principles, including value for money, ethics, competition, transparency, and accountability. Discuss how a professional procurement process satisfies those principles. Apply this knowledge to evaluate the contracting decisions made in the selected case study. This milestone addresses the critical elements in Section V of the final project. **This milestone will be graded with the Milestone Three Rubric.**

    Final Submission: _Procurement Analysis_

    In Module Seven, you will submit a comprehensive analysis of the case study from the perspective of the project’s procurement officer. It should be a complete, polished artifact analyzing **all** of the critical elements of a procurement management plan as outlined above. You should incorporate the feedback gained throughout the course. **This submission will be graded with the Final Project Rubric.**

    ### What to Submit

    Your procurement analysis must be 10–12 pages in length (plus a cover page, table of contents, and references) and must be written in APA format. Use double spacing, 12-point Times New Roman font, and one-inch margins.

    ### Final Project Rubric

    CriteriaExceeds Expectations (100%)Meets Expectations (85%)Partially Meets Expectations (55%)Does Not Meet Expectations (0%)Value **Overview: Purpose** Exceeds expectations and uses industry-specific language to establish expertiseComprehensively discusses the purpose of a procurement management planDiscusses the purpose of a procurement management plan, but with gaps in detailDoes not discuss the purpose of a procurement management plan5.7 **Overview: Basic Components** Exceeds expectations and definition is well informed and evidences use of scholarly resourcesComprehensively defines the basic components of a procurement management planDefines basic components of a procurement management plan, but with gaps in detailDoes not define basic components of a procurement management plan5.7 **Overview: Satisfaction of Project Requirements** Exceeds expectations and expands explanation to include ways in which the seller may be impacted by the components of the procurement management planComprehensively explains how each major component of the procurement management plan satisfies the project or organizational requirements in the case studyExplains how components of the procurement management plan satisfy the project or organizational requirements in the case study, but with gaps in detailDoes not explain how each major component of a procurement management plan satisfies the project or organizational requirements in the case study5.7 **Contract Types: Definition** Exceeds expectations and uses industry-specific language to establish expertiseAccurately defines each type of contractDefines each type of contract, but with gaps in accuracyDoes not define each type of contract5.7 **Contract Types: Suitability** Exceeds expectations and includes a discussion of why contract types presented are most suitable for each project typeAccurately assesses contract types for their suitability for different types of projectsAssesses contract types for their suitability for different types of projects, but with gaps in accuracyDoes not assess contract types for their suitability for different types of projects5.7 **Contract Types: Value and Risk** Exceeds expectations and expands the discussion of value and risk to implications for the sellerComprehensively assesses contract types for their ability to maximize value and minimize risk for the buyerAssesses contract types for their ability to maximize value and minimize risk for the buyer, but with gaps in detailDoes not assess contract types for their ability to maximize value and minimize risk for the buyer5.7 **Contract Types: Selection** Exceeds expectations and provides detailed explanation of how selected contract type or types will support optimal procurement performanceSelects the most appropriate contract type or types for procurement plan in case study, and justifies rationale with researchSelects contract type or types for procurement plan in case study, but contract type or types are not appropriate, or does not justify rationale with researchDoes not select contract type or types for procurement plan in case study5.7 **Procurement Regulations: United States** Exceeds expectations and expands discussion to multiple types of procurement for each level of government entityDiscusses potential procurement regulations required by local, regional, and federal governments regarding specific types of procurements executed in the United StatesDiscusses potential domestic procurement regulations but with gaps in specificityDoes not discuss potential domestic procurement regulations5.7 **Procurement Regulations: International** Exceeds expectations and expands discussion to include regulations for multiple types of procurement for each level of government entityDiscusses potential procurement regulations required by local, regional, and federal governments regarding specific types of procurements executed internationallyDiscusses potential international procurement regulations but with gaps in specificityDoes not discuss potential international procurement regulations5.7 **Procurement Regulations: Differences** Exceeds expectations and expands discussion to differences in regulations for multiple types of procurements for each level of government entityAccurately summarizes differences between domestic and international procurement regulationsSummarizes differences between domestic and international procurement regulations, but lacks specificity with regard to regulations discussed, or has gaps in accuracyDoes not summarize differences between domestic and international procurement regulations5.7 **Procurement Regulations: Determination of Regulations** Exceeds expectations and provides detailed examples that demonstrate keen insight into procurement regulationsAccurately determines which procurement regulations would apply to the procurement plan in the case study, and explains reasoningDetermines which procurement regulations would apply to the procurement plan in the case study, but with gaps in accuracy, or does not explain reasoningDoes not determine which procurement regulations would apply to the procurement plan in the case study5.7 **Source Selection: Criteria** Exceeds expectations and expands the description of source selection criteria beyond what was provided in class materialsAccurately describes common source selection criteria used to evaluate vendor proposalsDescribes common source selection criteria used to evaluate vendor proposals, but with gaps in accuracyDoes not describe common source selection criteria used to evaluate vendor proposals5.7 **Source Selection: Evaluation Tool** Exceeds expectations and includes definition of the scales used to guide the evaluators in selecting the appropriate criteria measureSelects an appropriate vendor evaluation tool for the procurement plan in the case study that employs suitable selection criteria and is capable of producing a summary evaluation scoreSelects a vendor evaluation tool that is not appropriate for the procurement plan in the case study, or that does not employ suitable selection criteria, or is not capable of producing a summary evaluation scoreDoes not select a vendor evaluation tool5.7 **Source Selection: Evaluation Tool Assessment** Exceeds expectations and expands assessment to include an explanation of any weighting factors used in producing the summary evaluation scoreAccurately assesses vendor evaluation tool for its effectiveness in satisfying project requirements and providing maximum value to the buyer in the case studyAssesses vendor evaluation tool, but does not address satisfying project requirements or providing maximum value to the buyer in the case studyDoes not assess vendor evaluation tool5.7 **Procurement in Practice: Summary of Key Principles** Exceeds expectations and uses industry-specific language to establish expertiseAccurately summarizes the key principles of value for money, ethics, competition, transparency, and accountabilitySummarizes the key principles of value for money, ethics, competition, transparency, and accountability, but with gaps in accuracyDoes not summarize the key principles of value for money, ethics, competition, transparency, and accountability5.7 **Procurement in Practice: Importance** Exceeds expectations and expands the discussion to include implications for the sellerComprehensively discusses the importance of the key principles of value for money, ethics, competition, transparency, and accountability in effective procurementDiscusses the importance of the key principles of value for money, ethics, competition, transparency, and accountability, but does not relate to effective procurementDoes not discuss the importance of the key principles of value for money, ethics, competition, transparency, and accountability in effective procurement5.7 **Procurement in Practice: Evaluation of Contracting Decisions** Exceeds expectations and provides additional discussion of how key procurement principles considered absent or insufficient in a case study could be improvedComprehensively evaluates contracting decisions described in the case study for the extent to which they satisfy key procurement principlesEvaluates contracting decisions described in the case study, but does not address the extent to which they satisfy key procurement principlesDoes not evaluate contracting decisions described in the case study5.7 **Clear Communication** Exceeds expectations with an intentional use of language that promotes a thorough understandingConsistently and effectively communicates in an organized way to a specific audienceShows progress toward meeting expectations, but communication is inconsistent or ineffective in a way that negatively impacts understandingShows no evidence of consistent, effective, or organized communication3.1 **Total:** 100%

    – [\
    \
    ProcurementPrinciplesinPractice_Ortiz.docx](https://www.sweetstudy.com/files/procurementprinciplesinpractice-ortiz-docx "ProcurementPrinciplesinPractice_Ortiz.docx")
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    ProcurementRegulationsandSourceSelectionStrategyfortheHarley_Ortiz.docx](https://www.sweetstudy.com/files/procurementregulationsandsourceselectionstrategyfortheharley-ortiz-docx-10500645 "ProcurementRegulationsandSourceSelectionStrategyfortheHarley_Ortiz.docx")
    – [\
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    ProcurementAnalysisandContractSelectionfortheHarley_Ortiz.docx](https://www.sweetstudy.com/files/procurementanalysisandcontractselectionfortheharley-ortiz-docx-10500647 "ProcurementAnalysisandContractSelectionfortheHarley_Ortiz.docx")

  • [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…

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    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…

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    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
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    0 pts

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    Present

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    Use the Internet to search for at least 5 scholarly resources that relate to the topic and have been published within the last 5 years. Academic articles and journals must be reputable and obtained from professional websites that address the content of this course. Popular magazines and online sources such as Wikipedia are not permissible.

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