BUS 499 BSBA INTEGRATIVE PROJECT FULL COURSE LATEST-TRIDENT
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BUS 499 BSBA Integrative Project Full Course
Latest-Trident
BUS499
BSBA Integrative Project
BUS 499 Module 1 Case Latest-Trident
Module 1 – Case
Assignment Overview
In this module’s case assignment you will be
introduced to the balanced scorecard concept and will begin to consider how
organizations link strategy with the balanced scorecard approach. We will look
at the interrelationship of strategy and the balanced scorecard approach in
more depth later on in this course. For now, however, it is good to understand
the fundamentals of the BSC and to consider examples of how organizations have
integrated the BSC approach into their daily operations in a fashion that
reflects the strategy of the respective organizations.
To prepare for this case assignment you are to
start by reading the required readings identified on the background page.
You’ll note that one of those articles includes:
Martello, M., Watson, J., & Fischer, M.
(2008). Implementing a balanced scorecard in a not-for-profit organization.
Journal of Business & Economics Research. 6(9), 67-80. Retrieved from
http://journals.cluteonline.com/index.php/JBER/article/view/2471/2517
This is the case study you will be evaluating
for this assignment. Note that there is an option to download the PDF file
rather than using the PDF viewer on this page. This may save you some
aggravation.
After reading this article, formulate an
argumentative essay around the following thesis statement:
Cattaraugus County Rehabilitation Center did
an effective job of implementing a balanced scorecard approach in a fashion
that reflects their organizational mission and vision.
If you do not think this thesis is accurate,
you can argue that the Center did not do an effective job.
Assignment Expectations
Your analysis should be structured in terms of
the following four perspectives (you will be using essentially this same
comparative evaluation framework for the first four modules of this course):
Introduction:
In this part of your essay you will need to
set up your argument by introducing your topic and presenting your position or
thesis statement somewhere in this introductory paragraph.
Analysis:
In this section you will present several
arguments arguing in favor of your thesis statement. Make sure you discuss how
the Center used the score card quadrants to align with organizational strategy
(or how it failed to do so).
Conclusion:
Wrap up your argument with a clear and cogent
synopsis of your findings. Do your best to convince your reader (aka, your
professor) as to your position.
Additional Instructions:
Your argumentative essay should be 3 to 4
pages in length (not counting your title page or references). You must include
a list of references. APA formatting is preferred. Do not paste in sections of
text into your essay.
All of your work must be written in your own
words. It’s OK to use a short quote now and again, but quotations must be in
quotation marks and properly cited. In-text citations should be used anytime
you are borrowing somebody else’s ideas, or information. That is to say, if you
are borrowing a thought from a publication from G. Jetson’s article written in
2010, that section of text must be followed with (Jetson, 2010). Quotations,
data, and general ideas (put into your own words) should all be cited.
BUS 499 Module 1 SLP Latest-Trident
Module 1 SLP
THE BALANCED SCORECARD & THE FINANCIAL
PERSPECTIVE
The purpose of the Session Long Project is to
give you the opportunity to explore the applicability of the Module to your own
life, work, and place in space and time, and to experiment with the Module to
see how the otherwise academically rigorous presentation of a topic may, with
more or less work and/or trauma, become “up close and personal”. This is done
in a number of different ways — sometimes cumulative papers, sometimes
practical hands-on experimentation with a tool of some sort, sometimes
reflections on a place of work or life. The common thread is personal
application, aimed at demonstrating a cumulative knowledge and understanding of
the course’s material.
For this course, the Session Long Project will
take the form of putting together background from each of the four perspectives
for a balanced scorecard approach to an organization or organizational unit
with which you are familiar. In the final module, you will have a go at
strategy mapping. You’re not building a complete balanced scorecard — that
would be far beyond our current scope – but you’ll have a chance to see what
goes into it and how it gets put together into a coordinated whole. As in the
cases, you’ll be drawing on your previous course work to help.
The Module 1 assignment has two parts. First,
you need to identify an organization to which you have access to at least some
information concerning financial data; staffing and human resource systems;
marketing and customer relations; information systems; and operations. While
most material on the Balanced Scorecard is written from the private, for-profit
point of view, it’s perfectly possible to use this approach with public or
non-profit organizations as well.
For the second part of this assignment,
consider the organization’s mission and strategy from the perspective of its
financial operations (from your work on the case, your previous course work,
and your background reading, you should be reasonably clear what such
operations are). In this section of the assignment you’ll begin to identify
objectives and measures relevant to that perspective. If you’re unclear on just
what objectives and measures are, here is a presentation that describes what
they are and how to write them.
When you have thought about it and made your
selection, please specify (2-3 pages):
- The name of your organization
- What this organization does – its mission, vision and
overall strategy
The access you have to information about this
organization — remember, you’ll need information about its financial
performance, marketing, internal operations, strategy, and management systems.
Once you’re reasonably clear on what’s
involved, think about your organization and its finances, and then:
- Identify at least three objectives for improving the
organization’s financial position, and show how they relate to the
mission, vision and strategy of the organization.
- For each objective, develop at least one meaningful
performance measure (metric).
- For each objective, identify at least one expected
level of performance (target).
- For each objective, identify at least one new action or
program that needs to be developed to ensure successful implementation of
the organization’s strategy (initiative).
Here’s a table that you may wish to copy and
fill in:
|
Objective
|
Measure
|
Target
|
Action
|
|
Relationships to
other objectives
|
BUS 499 Module 2 Case Latest-Trident
Module 2 – Case
BSC FLEXIBILITY & THE CUSTOMER PERSPECTIVE
Assignment Overview
In the last module we looked at the Balanced
Scorecard and how it is implemented from more of a purist’s approach and just
touched on the flexibility of the tool. In this module, we are going to look at
the BSC from more of an adaptive approach. That is to say, how adaptable is
this tool given the wide variety of organizations out there in the world.
In this assignment you are asked to study the
required readings and to read the following case study:
Basu, R., Little, C., & Millard, C.
(2009). Case study: A fresh approach of the balanced scorecard in the Heathrow
Terminal 5 project. Measuring Business Excellence. 13(4). 22-33. Retrieved from
http://www.perf-ex.co.uk/wp-content/uploads/2012/04/T5-case-study-MBE-papaer.pdf
After reading this article, write an essay in
which you compare and contrast the balanced scorecard utilized by the British
Airport Authority (BAA) at Heathrow Airport’s Terminal 5 project with the
standard quadrants typically applied in a traditional BSC approach (financial
focus, Internal focus, Learning and Growth focus, and Customer focus). That is
to say, the Terminal 5 project was a large, public construction project using
private contractors. Yet, the BSC approach is also applied to the manufacturing
sector, health care sector, and is applied in both private and public
organizations. So you’ll want to consider how the T5 project adapted the BSC
approach to fit the prevailing circumstances to help formulate your arguments.
Assignment Expectations
In formulating your essay you need to discuss
to what degree the evidence suggests the balanced scorecard approach is
amenable to most organizations.
Introduction:
In this part of your essay you will need to
introduce your topic and provide a very brief overview of the key points you
plan to make in your paper.
Analysis:
In this section you will present the actual
comparison and contrast between BAA’s approach to the Balanced Scorecard and
more traditional approaches.
Conclusion:
Wrap up your argument with a clear and cogent
synopsis of your findings. Do your best to convince your reader (aka, your
professor) as to your position.
Additional Instructions:
Your essay should be 3 to 4 pages in length
(not counting your title page or references). You must include a list of
references. APA formatting is preferred. Do not paste in sections of text into
your essay. All of your work must be written in your own words. It’s OK to use
a short quote now and again, but quotations must be in quotation marks and
properly cited. In-text citations should be used anytime you are borrowing
somebody else’s ideas, or information. That is to say, if you are borrowing a
thought from a publication from F. Leghorn’s article written in 2010, that
section of text must be followed with (Leghorn, 2010). Quotations, data, and
general ideas (put into your own words) should all be cited.
BUS 499 Module 2 SLP Latest-Trident
Module 2 – SLP
BSC FLEXIBILITY & THE CUSTOMER PERSPECTIVE
For Module 2, consider your organization’s
mission and strategy from the perspective of its potential, prospective, and
present customers. In this section of the assignment you’ll begin to identify
objectives and measures relevant to that perspective. Refer back to this
presentation on objectives if you need to.
SLP Assignment Expectations
Once you’re reasonably clear on what’s
involved, think about your organization and its customers/clients/users/service
recipients/whatever-you-wish-to-call-them, and then:
- Identify at least three objectives for the
organization’s customer service perspective and show how they relate to
the mission, vision and strategy of the organization.
- For each objective, develop at least one meaningful
performance measure (metric).
- For each objective, identify at least one expected
level of performance (target).
- For each objective, identify at least one new action or
program that needs to be developed to ensure successful implementation of
the organization’s strategy (initiative).
Comment briefly on the relationships of the
customer service objectives that you’ve identified here to the financial
objectives that you identified in the Module 1 SLP assignment. How do they help
to fulfill those objectives? If they don’t (and they don’t have to), what makes
them more important than objectives that would relate to finances?
Finally, do you wish to make any changes to
your Module 1 objective write-up in light of your Module 2 experience?
Here’s a table that you may wish to copy and
fill in (the boxes are expandable – take all the space you need to be complete
in your descriptions. No more than 2-3 pages should be necessary.)
|
Objective
|
Measure
|
Target
|
Action
|
|
Relationships to
other objectives
|
|
Revisions (if any)
to Module 1, 2, and/or 3 Objectives
|
|||
|
Objective/Module
|
Measure
|
Target
|
Action
|
|
Relationships to
other objectives
|
|||
BUS 499 Module 3 Case Latest-Trident
Module 3 – Case
BSC IMPLEMENTATION & THE INTERNAL BUSINESS
PROCESS PERSPECTIVE
Assignment Overview
Any large scale change endeavor requires a
great deal of effort on the part of a given organization to implement. Implementing
a corporate wide BSC based performance management system is no difference. In
implementing such a system, organizational leaders face the challenge of
overcoming organizational inertia rooted in resistance to change. This is no
easy challenge, and is one of the major reasons why the majority of BSC
initiatives (or large scale change initiatives in general) fail.
In this module, therefore, we are going to
look at the BSC not due to its value as a means of integrating strategy with
operations or due to its usefulness as a performance management tool. Rather,
in this module we are going to put on our organizational dynamics consultant
hat and consider what it takes to implement a large scale organizational change
endeavor.
After completing the readings presented, write
a 3-4 page essay that addresses the following issues.
In your own words, describe the efforts put
forth by BAE in implementing the BSC approach in their organization from an
implementation perspective. What efforts did they make to assure employees
would be receptive to, and accept the BSC initiative? Describe to what extent
you believe their efforts paid off.
The case study for BAE can be found in Chapter
7 of:
Murby, L., & Gould, S. (2005). Effective
performance management with the balanced scorecard: Technical report. Chartered
Institute of Management Accountants. Retrieved from
http://www.cimaglobal.com/Documents/ImportedDocuments/Tech_rept_Effective_Performance_Mgt_with_Balanced_Scd_July_2005.pdf
Assignment Expectations
Your assignment should include the following:
Introduction:
In this part of your essay you will need to
introduce your topic and provide a very brief overview of the key points you
plan to make in your paper.
Analysis:
In this section you will present the actual
comparison and contrast between BAA’s approach to the Balanced Scorecard and
more traditional approaches.
Conclusion:
Wrap up your argument with a clear and cogent
synopsis of your findings. Do your best to convince your reader (aka, your
professor) as to your position.
Additional Instructions:
Your essay should be 3 to 4 pages in length
(not counting your title page or references). You must include a list of
references. APA formatting is preferred. Do not paste in sections of text into
your essay. All of your work must be written in your own words. It’s OK to use
a short quote now and again, but quotations must be in quotation marks and
properly cited. In-text citations should be used anytime you are borrowing
somebody else’s ideas, or information. That is to say, if you are borrowing a
thought from a publication from J. Bravo’s article written in 2010, that
section of text must be followed with (Bravo, 2010). Quotations, data, and
general ideas (put into your own words) should all be cited.
BUS 499 Module 3 SLP Latest-Trident
Module 3 – SLP
BSC IMPLEMENTATION & THE INTERNAL BUSINESS
PROCESS PERSPECTIVE
For Module 3, consider the organization’s
mission and strategy from the perspective of its internal business processes
(from your work on the case, your previous course work, and your background
reading, you should be reasonably clear what such business processes are). In
this section of the assignment you’ll begin to identify objectives and measures
relevant to that perspective. Refer back to this presentation on objectives if
you need to.
SLP Assignment Expectations
Once you’re reasonably clear on what’s
involved, think about your organization and its business processes, and then:
- Identify at least three objectives for improving the
organization’s internal business processes, and show how they relate to
the mission, vision and strategy of the organization.
- For each objective, develop at least one meaningful
performance measure (metric).
- For each objective, identify at least one expected
level of performance (target).
- For each objective, identify at least one new action or
program that needs to be developed to ensure successful implementation of
the organization’s strategy (initiative).
Comment briefly on the relationships of the
process objectives that you’ve identified here to the finance objectives that
you identified in the Module 1 SLP assignment and/or the customer service
objectives that you identified in the Module 2 SLP assignment. How do they help
to fulfill those objectives? If they don’t (and they don’t have to), what makes
them more important than objectives that would relate to finance or customer
service?
Finally, do you wish to make any changes to
your Module 1 or Module 2 objective write-ups in light of your Module 3
experience?
Here’s a table that you may wish to copy and
fill in (the boxes are expandable – take all the space you need to be complete
in your descriptions. No more than 2-3 pages should be necessary.)
|
Objective
|
Measure
|
Target
|
Action
|
|
Relationships to
other objectives
|
|
Revisions (if any)
to Module 1, 2, and/or 3 Objectives
|
|||
|
Objective/Module
|
Measure
|
Target
|
Action
|
|
Relationships to
other objectives
|
|||
BUS 499 Module 4 Case Latest-Trident
Module 4 – Case
STRATEGY MAPPING & THE LEARNING AND GROWTH
PERSPECTIVE
Assignment Overview
Explain the process of strategy mapping and
how it relates to performance management and establishing value propositions.
You may discuss this theoretically or use the Glacier Inn case study presented
in Armitage and Scholey (2009) to serve as an example for integrating these
ideas. Alternatively, you can use the Hazard Action Zone case study presented
in Murby and Gold (2005) if you’d prefer.
Armitage, H., & Scholey, C. (2006). Using
strategy maps to drive performance. Society of Mgt. Accountants of Canada.
Retrieved from
http://www.cimaglobal.com/documents/importeddocuments/tech_mag_strategy_mapping_march07.pdf
Murby, L., & Gould, S. (2005). Effective
performance management with the balanced scorecard: Technical report. Chartered
Institute of Management Accountants. Retrieved from:
http://www.cimaglobal.com/Documents/ImportedDocuments/Tech_rept_Effective_Performance_Mgt_with_Balanced_Scd_July_2005.pdf
Assignment Expectations
Your essay should be 3 to 4 pages long and
include the following:
Introduction:
In this part of your essay you will need to
introduce your topic and provide a very brief overview of the key points you
plan to make in your paper.
Analysis:
In this section you will present several
arguments in favor of your thesis statement. Discuss how either Glacier Inn or
Hazard Action Zone effectively used strategic mapping (or how they failed to do
so).
Conclusion:
Wrap up your argument with a clear and cogent
synopsis of your findings. Do your best to convince your reader (aka, your
professor) as to your position.
Additional Instructions:
Your essay should be 3 to 4 pages in length
(not counting your title page or references). You must include a list of
references. APA formatting is preferred. Do not paste in sections of text into
your essay. All of your work must be written in your own words. It’s OK to use
a short quote now and again, but quotations must be in quotation marks and
properly cited. In-text citations should be used anytime you are borrowing
somebody else’s ideas, or information. That is to say, if you are borrowing a
thought from a publication from J. Neutron’s article written in 2010, that
section of text must be followed with (Neutron, 2010). Quotations, data, and
general ideas (put into your own words) should all be cited.
BUS 499 Module 4 SLP Latest-Trident
Module 4 – SLP
STRATEGY MAPPING & THE LEARNING AND GROWTH
PERSPECTIVE
For Module 4, consider your organization’s
mission and strategy from the perspective of its learning and growth (from your
work on the case, your previous course work, and your background reading, you
should be reasonably clear what such activities are). In this section of the
assignment you’ll begin to identify objectives and measures relevant to that
perspective. Refer back to this presentation on objectives if you need to.
Once you’re reasonably clear on what’s
involved, think about your organization and its learning and growth processes,
and then:
- Identify at least three objectives for improving the
organization’s learning and growth, and show how they relate to the
mission, vision and strategy of the organization.
- For each objective, develop at least one meaningful
performance measure (metric).
- For each objective, identify at least one expected
level of performance (target).
- For each objective, identify at least one new action or
program that needs to be developed to ensure successful implementation of
the organization’s strategy (initiative).
Comment briefly on the relationships of the
learning and growth objectives that you’ve identified here to the financial
objectives that you identified in the Module 1 SLP assignment, the customer
service objectives you identified in Module 2, and/or the internal business
process objectives you identified in Module 3. How do they help to fulfill
those objectives? If they don’t (and they don’t have to), what makes them more
important than objectives that would relate to customer service, business
processes, or financial operations?
Finally, do you wish to make any changes to
your Module 1, 2, or 3 objective write-ups in light of your Module 4
experience?
Here’s a table that you may wish to copy and
fill in (the boxes are expandable – take all the space you need to be complete
in your descriptions. No more than 2-3 pages should be necessary.)
|
Objective
|
Measure
|
Target
|
Action
|
|
Relationships to
other objectives
|
|
Revisions (if any)
to Module 1, 2, and/or 3 Objectives
|
|||
|
Objective/Module
|
Measure
|
Target
|
Action
|
|
Relationships to
other objectives
|
|||
BUS 499 Module 1 Discussion Latest-Trident
Financial Perspective
The material in this module tells us that many
companies place disproportionate emphasis on the financial perspective at the
expense of the other three perspectives.
Give an example of an organization you are
familiar with from previous coursework, the news, or personal experience in
which this has been the case. What were the results of this focus on the
financial perspective on customers and other stakeholders? Be as specific as
you can and give concrete examples.
[This Discussion is designed for you to
respond to the above question/topic during the first week of the module. During
the second week of the module, please read through responses by peers, and post
two responses addressing some of the shared ideas. Please bring in new
ideas/comments and research that haven’t been mentioned yet. An “A” grade needs
at least three strong entries with at least one of them supported by research,
with the source cited.]
BUS 499 Module 2 Discussion Latest-Trident
Who Are Customers
Can you think of any organizations that do not
have relevant “customers” to take into consideration? If there are such
organizations, how are they different from other organizations where all parts
of the BSC operate equally?
Please note that you need to have at least
three posts in this discussion forum.
BUS 499 Module 3 Discussion Latest-Trident
Business Process Perspective
Organizations are complex systems with
multiple stakeholders. Sometimes the interests of various stakeholders can
conflict.
For your initial post to this discussion,
please give an example of a business process where the interests of two (or
more) stakeholders are in opposition.
For your second and third posting, choose an
example of such a conflict posted by another student, and suggest a way that
the business process can be changed so that the interests of the stakeholders
can be brought into sync.
Please note that you need to have at least
three posts in this discussion forum.
BUS 499 Module 4 Discussion Latest-Trident
Learning and Growth Perspective
The home page of this module identifies
several measures of the learning and growth perspective, such as
- Real-time availability of accurate customer and
internal process information to front-line employees
- Ability to launch new products
- Ability to create more value for customers
- Ability to penetrate new markets
- Alignment of employee incentives with overall
organizational success factors
- Rates of improvement in critical customer-based and
internal processes
Consideration of these measures reveals that
it can be difficult to quantify these factors. For your first posting in this
Discussion, identify one specific example of a measure of learning and growth
measure that you feel could be critical to an organization, but difficult to
measure. For your second and third posting, choose another student’s measure
and propose a metric that could be used to quantify it.
Please note that you need to have at least
three posts in this Discussion forum.
BUS 499 Module 4 Reflective Discussion
Latest-Trident
Please take some time to reflect back on what
you have learned in this session.
Please note that you only need to post once in
this discussion forum.

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