Project- Investor Report

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Project- Investor Report

Project- Investor Report: Competencies

Project- Investor Report: In this project, you will demonstrate your mastery of the following competencies:

  • Describe how managerial accounting supports management information systems
  • Utilize managerial accounting techniques and models to support an organization’s strategic plan
  • Explain how managerial accounting is used to make decisions about short-term business opportunities, capital investments, and evaluating operational performance

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Project- Investor Report: Scenario

Your business has been open for a month, and you have prepared an income statement and completed a variance analysis on the data. Now you will meet with investors and a few other internal stakeholders to share your company’s progress over the past month and how it has performed with respect to your cost and budget projections. The investors would like to see the thought process behind your financial strategy and how your company has performed in its first month. They have therefore asked you to present a report that includes the costing and income data from your Project Workbook.

Directions

Submit a detailed report to your potential investors and other stakeholders to explain and defend your costing strategies and to share your business’s performance to date. Your report can be in the form of a PowerPoint presentation or a Word document (based on the templates provided in the What to Submit section). In either format, be sure to effectively communicate with your stakeholders by breaking down concepts and using investor-friendly language to build their trust and confidence. If you choose to do a PowerPoint presentation, you’ll need to include speaker notes for each slide.

  1. Introduction: Provide a short overview of your company and the purpose of this report.
    1. Business Overview: Name your company and describe its business and your vision for its future.
    2. Purpose of the Report: Explain the purpose of the report and describe why the information is important.
    3. Methods and Approach: Explain the management accounting methods you used for generating the information that you are about to share in terms of your adherence to industry standards and the American Institute of Certified Public Accountants (AICPA) code of ethics.
  2. Financial Strategy: Review your original business plan and costing strategies.
    1. Costing System: Justify the use of job order costing for this business. Be sure to compare and contrast the various costing systems you learned about in this course as part of your defense.
    2. Selling Prices: Share and explain the selling prices you established for each of your products. Be sure to reference your cost-volume-profit analysis in your defense.
    3. Contribution Margin: Share and explain your contribution margin per unit. Be sure to reference your cost-volume-profit analysis in your defense.
    4. Target Profits: Identify your break-even points for achieving different target profits. Then explain the target profits you selected for each area of your business. Be sure to reference your cost-volume-profit analysis in your defense.
  3. Financial Statements: Using the information in the Milestone Two Market Research Data Appendix, assess your financial performance to date.
    1. Statement of Cost of Goods Sold: Share the statement of cost of goods sold and logically interpret the business’s performance against the provided benchmarks.
    2. Income Statement: Share the income statement and logically interpret the business’s performance against the provided benchmarks.
    3. Variances: Illustrate all variances for the direct labor time and the materials price.
    4. Significance of Variances: Evaluate the significance of the variances in terms of the potential to impact future budgeting decisions and planning.

What to Submit

To complete this project, you must submit the following:

Investor Report PowerPoint Template Use this template to submit a PowerPoint presentation with speaker notes. Sources should be cited according to APA style.

OR

Investor Report Word Template Use this template to submit an 8- to 10-page Word document. Sources should be cited according to APA style.

Supporting Materials

The following resource(s) may help support your work on the project:

Resource: PowerPoint Office 365 This set of tutorials from Infobase provides helpful information on the basic features of Microsoft PowerPoint. Use the table of contents to select the tutorials that best suit your needs.

Project Rubric

Project- Investor Report

Criteria Exemplary (100%) Proficient (85%) Needs Improvement (55%) Not Evident (0%) Value
Introduction: Business Overview Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Identifies the name of the company and describes its business and vision Shows progress toward proficiency, but with errors or omissions; areas for improvement may include describing the company’s business or its vision Does not attempt criterion 5
Introduction: Purpose of the Report Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Explains the purpose of the presentation and describes why the accounting information is important Shows progress toward proficiency, but with errors or omissions; areas for improvement may include describing the importance of the accounting information Does not attempt criterion 5
Introduction: Methods and Approach Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Explains management accounting methods for generating information, and explains them in terms of adherence to industry standards and the AICPA code of ethics Shows progress toward proficiency, but with errors or omissions; areas for improvement may include providing adequate details regarding adherence to the industry standards or AICPA code of ethics Does not attempt criterion 10
Financial Strategy: Costing System Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Justifies the use of job order costing for this business; compares and contrasts the various costing systems as part of the defense Shows progress toward proficiency, but with errors or omissions; areas for improvement may include comparing various costing systems to defend the use of job order costing Does not attempt criterion 10
Financial Strategy: Selling Prices Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Identifies and explains the established selling prices; references the cost-volume-profit analysis Shows progress toward proficiency, but with errors or omissions; areas for improvement may include using the cost-volume-profit analysis to explain the established selling prices Does not attempt criterion 10
Financial Strategy: Contribution Margin Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Explains the chosen contribution margin per unit; references cost-volume-profit analysis Shows progress toward proficiency, but with errors or omissions; areas for improvement may include explaining the contribution margin using the cost-volume-profit analysis Does not attempt criterion 10
Financial Strategy: Target Profits Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Identifies break-even points for achieving target profits; explains selected target profits for each area of the business; references the cost-volume-profit analysis Shows progress toward proficiency, but with errors or omissions; areas for improvement may include adequately describing the selected target profits; using the cost-volume-profit analysis Does not attempt criterion 10
Financial Statements: Statement of Cost of Goods Sold Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Shares the statement of cost of goods sold and logically interprets the business’s performance against the provided benchmarks Shows progress toward proficiency, but with errors or omissions; areas for improvement may include correctly interpreting the business’s performance based on the actual cost of goods sold Does not attempt criterion 10
Financial Statements: Income Statement Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Shares the income statement and logically interpret the business’s performance against the provided benchmarks Shows progress toward proficiency, but with errors or omissions; areas for improvement may include correctly and logically interpreting the income statement Does not attempt criterion 10
Financial Statements: Variances Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Identifies all variances for the direct labor time and the materials price Shows progress toward proficiency, but with errors or omissions; areas for improvement may include identifying and sharing all variances Does not attempt criterion 5
Financial Statements: Significance of Variances Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Evaluates the significance of the variances in terms of the potential to impact future budgeting decisions and planning correctly Shows progress toward proficiency, but with errors or omissions; areas for improvement may include correctly evaluating the significance and explaining how it impacts future planning Does not attempt criterion 10
Articulation of Response Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Clearly conveys meaning with correct grammar, sentence structure, and spelling, demonstrating an understanding of audience and purpose Shows progress toward proficiency, but with errors in grammar, sentence structure, and spelling, negatively impacting readability Submission has critical errors in grammar, sentence structure, and spelling, preventing understanding of ideas 5
Total: 100%

Cost Classification

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Cost Classification

Overview

Cost Classification: Successful entrepreneurs understand all aspects of business, especially costs and costing systems. In the course project, you will assume the role of the owner of a small business and apply managerial accounting principles to evaluate and manage costs related to your services within a costing system. In the first milestone of the project, you will determine and classify the costs necessary for opening your business.

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Scenario

You plan to open a business manufacturing collars, leashes, and harnesses for pets. To begin, you will manufacture these in a standard style and size with plans to expand your range over the year. In a few weeks, you will present your company’s financial strategy to some key investors. To begin creating your strategy, you need to consider and record all the costs associated with operating your business. You have decided to use the job order costing system.

Prompt: Cost Classification

Use the given operational costs in the Milestone One Operational Costs Data Appendix Word Document  to complete the first two tabs, “Cost Classification” and “Variable and Fixed Costs,” in the Project Workbook Spreadsheet.

Specifically, you must address the following rubric criteria:

  • Cost Classification. Accurately classify all your costs in the “Cost Classification” tab of your workbook.
    • Identify direct material, direct labor, overhead, and period costs. (Note: Fixed and variable costs have been classified for you.)
  • Variable and Fixed Costs. Complete the “Variable and Fixed Costs” tab of your workbook. (Note: Some costs are provided for you. Fill in only the missing costs.)
    • Determine your total variable cost per unit and the total fixed costs for each product. Show your work using calculations to the side of the table or using appropriate formulas in the table.

Cost Classification: Guidelines for Submission

Submit the Project Workbook with the “Cost Classification” and “Fixed and Variable Costs” tabs completed. This file should be completed and submitted using Microsoft Excel.

Milestone One Rubric

Criteria Exemplary (100%) Proficient (85%) Needs Improvement (55%) Not Evident (0%) Value
Costs Classification Classifies all costs, including direct material, direct labor, overhead, and period costs, with no errors Classifies all costs, including direct material, direct labor, overhead, and period costs, with minimal errors Classifies all costs, including direct material, direct labor, overhead, and period costs, with significant errors Does not attempt criterion 25
Variable and Fixed Costs: Collars Determines the per unit cost and the fixed costs for collars, with no errors; shows work through calculations or formulas Determines the per unit cost and the fixed costs for collars, with minimal errors Determines the per unit cost and the fixed costs for collars, with significant errors Does not attempt criterion 25
Variable and Fixed Costs: Leashes Determines the per unit cost and the fixed costs for leashes, with no errors; shows work through calculations or formulas Determines the per unit cost and the fixed costs for leashes, with minimal errors Determines the per unit cost and the fixed costs for leashes, with significant errors Does not attempt criterion 25
Variable and Fixed Costs: Harnesses Determines the per unit cost and the fixed costs for harnesses, with no errors; shows work through calculations or formulas Determines the per unit cost and the fixed costs for harnesses, with minimal errors Determines the per unit cost and the fixed costs for harnesses, with significant errors Does not attempt criterion 25
Total: 100%

Balancing Business Customer Expectations

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Balancing Business Customer Expectations

6-2 Discussion: Balancing Business and Customer Expectations

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Customers are at the center of every company, and therefore it is important

for businesses to be influenced by customer requests and pushes for

different products, product features, or services. But customers frequently do

not consider people, planet, and profit when making requests. In this

discussion, you will consider how businesses can influence their customers to

consider ethical approaches to people, planet, and profit.

In your initial discussion post, address the following questions:

• What are the positive and negative impacts of the “Amazon effect” for

customers?

• As ethical concerns regarding business practices such as poor

employee treatment, negative environmental impacts of production,

and decreasing use of local storefronts are recognized, how much, if

any, of the responsibility of these unethical practices fall to the

customers, and how much, if any, falls to businesses?

 

 

Balancing Business Customer Expectations

6-2 Discussion: Balancing Business and Customer Expectations

Customers are at the center of every company, and therefore it is important

for businesses to be influenced by customer requests and pushes for

different products, product features, or services. But customers frequently do

not consider people, planet, and profit when making requests. In this

discussion, you will consider how businesses can influence their customers to

consider ethical approaches to people, planet, and profit.

In your initial discussion post, address the following questions:

• What are the positive and negative impacts of the “Amazon effect” for

customers?

• As ethical concerns regarding business practices such as poor

employee treatment, negative environmental impacts of production,

and decreasing use of local storefronts are recognized, how much, if

any, of the responsibility of these unethical practices fall to the

customers, and how much, if any, falls to businesses?

 

 

Evaluating Potential Partnerships

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Evaluating Potential Partnerships

Overview

Evaluating Potential Partnerships: As globalization has become increasingly common, so has the importance of analyzing opportunities to create value through outsourcing the supply chain. In this assignment, you will create a checklist to help determine which country might be the best location for parts of your organization’s supply chain.

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Scenario

You are a consultant who specializes in helping U.S.-based businesses expand into new international locations. You have a new client who’s looking to outsource their company’s manufacturing of hard drives and computer memory, and it’s your job to assist in selecting the new locations. The company is very focused on quality, sustainability, and equality, and your client would like these attributes upheld in the new manufacturing locations.

Your task is to evaluate two of the following countries:

  • India
  • Mexico
  • Thailand

Then, recommend one country you believe would be the most suitable for the company’s new manufacturing facility, and one country that would be considered the least suitable.

Evaluating Potential Partnerships Prompt

Evaluate both countries being considered for a new manufacturing facility through exploration of course and outside resources. Then, recommend the most and least suitable location based on the company’s attributes and requirements.

Specifically, you must address the following rubric criteria:

  • Sustainability Measures and Environmental Regulation: Briefly describe sustainability measures and regulations in each country, and analyze how they may work well with or create conflict or tension with your U.S.-based company.
    • Examples of items to consider include regulations around pollution, waster, and power sources.
  • Cost and Workforce: Briefly describe each country’s workforce for the creation of computer components and the cost of that labor.
    • Examples of items to consider include workforce education levels, the overall cost of labor, types of manufacturing available in the country, and the existence of a specialized workforce that can create computer components.
  • Government Regulation: Briefly describe the overall regulatory environment of each country. Take the most likely mode of entry into consideration for each country.
    • Examples of items to consider include the types of manufacturing operations allowed in the country, the labor regulations, and the overall business regulations.
  • Intellectual Property: Briefly describe the risk of intellectual property being stolen by creating a manufacturing location in each country.
    • Examples of items to consider include each country’s reputation when it comes to intellectual property, intellectual property regulations, and any other legal protections for intellectual property.
  • Reputation: Briefly describe the ways an organization can face reputational risk through outsourcing its manufacturing to each country.
    • Examples of items to consider include if and why other organizations have closed manufacturing locations in each country, how your organization’s customer base will view manufacturing in each country, and the protections each country provides to its workforce and the environment.
  • Recommendations: Based on your evaluations of the key attributes and requirements, recommend one country that is the most suitable location for your client’s new manufacturing facility, and one country that would be the least suitable location. Justify your recommendations with evidence from your evaluations and the course resources.
Evaluating Potential Partnerships

Guidelines for Submission

Submit this assignment as a 500- to 750-word Word document. Sources should be cited according to APA style.

Module Five Assignment Rubric

Criteria Exemplary (100%) Proficient (85%) Needs Improvement (55%) Not Evident (0%) Value
Sustainability Measures and Environmental Regulation Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Describes sustainability measures and regulations in each country and analyzes how they may work well with or create conflict or tension between the U.S.-based company Shows progress toward proficiency, but with errors or omissions; areas for improvement may include providing further analysis of noted sustainability measures and regulations in relation to the scenario or providing more examples of sustainability measures and regulations as part of the analysis Does not attempt criterion 15
Cost and Workforce Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Briefly describes each country’s workforce for the creation of computer components and the cost of that labor Shows progress toward proficiency, but with errors or omissions; areas for improvement may include providing a more detailed description of each country’s workforce Does not attempt criterion 15
Government Regulation Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Briefly describes the overall regulatory environment of each country, taking the most likely mode of entry into consideration for each country Shows progress toward proficiency, but with errors or omissions; areas for improvement may include providing additional information about each country’s regulatory environment or most likely mode of entry Does not attempt criterion 15
Intellectual Property Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Briefly describes the risk of intellectual property theft that may occur from creating a manufacturing location in each country Shows progress toward proficiency, but with errors or omissions; areas for improvement may include more accurately estimating the risk intellectual property theft from each country Does not attempt criterion 15
Reputation Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Briefly describes the ways an organization can face reputational risk through outsourcing its manufacturing to each country Shows progress toward proficiency, but with errors or omissions; areas for improvement may include providing better or more examples of the reputational risk relevant for each country Does not attempt criterion 15
Recommendations Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Recommends one country as the most suitable location for the client’s new manufacturing facility and one country as the least suitable, supporting each recommendation with evidence from the assignment evaluations and the course resources Shows progress toward proficiency, but with errors or omissions; areas for improvement may include providing a stronger supporting rationale for the recommendations or incorporating more relevant evidence into the recommendations Does not attempt criterion 15
Articulation of Response Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Clearly conveys meaning with correct grammar, sentence structure, and spelling, demonstrating an understanding of audience and purpose Shows progress toward proficiency, but with errors in grammar, sentence structure, and spelling, negatively impacting readability Submission has critical errors in grammar, sentence structure, and spelling, preventing understanding of ideas 5
Citations and Attributions Uses citations for ideas requiring attribution, with few or no minor errors Uses citations for ideas requiring attribution, with consistent minor errors Uses citations for ideas requiring attribution, with major errors Does not use citations for ideas requiring attribution 5
Total: 100%

Project Management Strategies

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Project Management Strategies

Project Management Strategies Overview

In this assignment, you will apply what you have learned about key concepts regarding operations management. You are encouraged to leverage your work and instructor feedback on this assignment in your course project, which is due in Module Seven. Project Management Strategies.

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Scenario

You work as the chief supply chain officer at NationaliTeas, a large international corporation that manufacturers and sells tea worldwide. Its mission is to “Make the world more awake through rejuvenating and refreshing beverages and sustainable practices that uplift workers, communities, and souls.” You have recently hired the company’s first project manager and have given them their first project: Revise current workflows related to packaging at one of your tea factories to be more sustainable and more lean. As this is their first project, you will be helping them complete their task.

Prompt

Read through the Project Charter for Workflow Improvement Word Document, then review the Process Workflow for Tea Production Word Document graphic. A text-only version is available: Process Workflow for Tea Production Text-Only Version Word Document. Based on these documents, recommend removing a total of four steps from the process flowchart that can help make the process more efficient and sustainable. Explain the implications of the proposed changes, and then help the NationaliTeas team address current items in the Issue Log located in the project charter.

Specifically, you must address the following rubric criteria:

  • Lean Manufacturing: Evaluate the process flowchart to identify steps that do not add value based on the principles of lean manufacturing. Explain why you selected each step.
  • Sustainability: Evaluate the process flowchart and identify steps that should be removed or changed to improve environmental sustainability. Explain why you selected each step.
  • Process Changes: Explain the implications, both positive and negative, of removing or changing the steps from the process flowchart you identified in the previous two bullet points. Also explain how those changes would help alignment to the triple bottom line (TBL).
  • Issue Log: Analyze all entries in the Issue Log from the perspective of a project manager and explain the recommended course of action based on the project charter, noting the impact of the issue on scope, planning communications, and resourcing.
  • Operations Management Techniques: Discuss how operations management techniques, including project management and lean manufacturing, can add value to NationaliTeas.

Guidelines for Submission

Submit this assignment as a 350- to 500-word Word document. Sources should be cited according to APA style.

Module Four Assignment Rubric

Criteria Exemplary (100%) Proficient (85%) Needs Improvement (55%) Not Evident (0%) Value
Lean Manufacturing Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Identifies steps in the process flowchart that do not add value based on the principles of lean manufacturing Shows progress toward proficiency, but with errors or omissions; areas for improvement may include identifying more appropriate steps to remove or change based on lean manufacturing principles and product needs Does not attempt criterion 20
Sustainability Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Identifies steps from the process flowchart that should be removed or changed to improve environmental sustainability based Shows progress toward proficiency, but with errors or omissions; areas for improvement may include identifying more appropriate steps to remove or change based on environmentally friendly practices such as reducing waste or conserving water or energy Does not attempt criterion 20
Process Changes Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Explains the implications, both positive and negative, of removing or changing the identified steps from the process flowchart and how they would help alignment to the TBL Shows progress toward proficiency, but with errors or omissions; areas for improvement may include adding additional relevant details and examples to support the explanations or greater focus on alignment to the TBL Does not attempt criterion 20
Issue Log Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Explains the recommended course of action for each item listed in the Issue Log, noting the impact of the issue on scope, planning communications, and resourcing based on the identified changes to the process flowchart and the project charter Shows progress toward proficiency, but with errors or omissions; areas for improvement may include applying project management concepts to justify the next steps a project manager should take when facing the issues in the Issue Log Does not attempt criterion 20
Operations Management Techniques Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Discusses how operations management techniques, including project management and lean manufacturing, can add value to the organization Shows progress toward proficiency, but with errors or omissions; areas for improvement may include adding further examples or explanations that support how operational management techniques can support the organization Does not attempt criterion 10
Articulation of Response Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Clearly conveys meaning with correct grammar, sentence structure, and spelling, demonstrating an understanding of audience and purpose Shows progress toward proficiency, but with errors in grammar, sentence structure, and spelling, negatively impacting readability Submission has critical errors in grammar, sentence structure, and spelling, preventing understanding of ideas 5
Citations and Attributions Uses citations for ideas requiring attribution, with few or no minor errors Uses citations for ideas requiring attribution, with consistent minor errors Uses citations for ideas requiring attribution, with major errors Does not use citations for ideas requiring attribution 5
Total: 100%

Farm-to-Table and Triple Bottom Line

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Farm-to-Table and Triple Bottom Line

4-2 Discussion: Farm-to-Table and the Triple Bottom Line

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You are the chief operating officer (COO) of a local supermarket chain that

has 10 stores within an 100-mile radius. The farm-to-table movement has

been gaining momentum locally, and now it’s a consumer demand as well as

a good practice. This movement supports the use of local suppliers to limit

the environmental impact caused by the long-distance transportation of food.

It also supports small family farms that use sustainable practices, such as

avoiding genetically modified organisms and pesticides or using organic

fertilizers. The CEO of the supermarket chain has asked you to see if the

supermarket can apply some of the farm-to-table principles to how it selects

produce suppliers. Before moving too far in that direction, both you and the

CEO agree that the inventory-management implications need to be

understood.

Farm-to-Table and Triple Bottom Line

Keep in mind that supermarket customers want a wide range of produce all

year long—even produce that does not grow locally during parts of the year.

For example, oranges cannot survive very cold weather, but local customers

expect to be able to buy them even during snowstorms in winter.

In your initial post, address the following:

• What are a few different ways that the supermarket chain could

incorporate farm-to-table principles into its operations while still

meeting consumer demands?

• What are the benefits and risks associated with incorporating farm-to-

table principles into the grocery chain’s supply chain?

• What data and communication with the local farms is necessary for the

supermarket to implement this endeavor?

• What factors or metrics will determine whether you, as the COO,

support applying farm-to-table principles to the supermarket, and

why?

 

 

Stakeholder Roles And Responsibilities

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Stakeholder Roles And Responsibilities

Stakeholder Roles And Responsibilities Overview

Stakeholder Roles And Responsibilities- Knowing the expectations involved with maintaining operational sustainability and who is responsible for meeting these expectations is an important part of being an effective practitioner. In this assignment, you will create a guide that can be used throughout this course and in the future to help you better understand the roles, influences, and responsibilities of internal and external stakeholders involved in maintaining ethical business practices related to the triple bottom line (TBL). This assignment will also support you in completing your course project, which is due in Module Seven.

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Scenario

You are working on a collaborative project regarding sustainability initiatives. During recent meetings, the group has realized there is a lot of confusion surrounding who is responsible for what regarding regulations, governance, and responsibilities surrounding the new initiatives that are being planned. To help everyone understand the roles and responsibilities of both internal and external stakeholders, you have volunteered to create a brief guide.

Prompt

Use course and external resources to complete the Module Three Assignment Template Word Document, making sure to clearly and concisely identify key stakeholders and their roles, responsibilities, and level of influence in upholding sustainable business operations regarding each aspect of the TBL.

For the purposes of this assignment, you can select one of the following industries to help contextualize your response:

  • Food service
  • Office supply
  • Accounting and finance

Specifically, you must address the following rubric criteria:

  • Identification: Identify key internal and external stakeholders, groups, and organizations involved in enforcing and maintaining operational sustainability regarding each aspect of the TBL.
  • Roles: Briefly describe the role of identified internal and external stakeholders, groups, and organizations involved in enforcing and maintaining operational sustainability.
  • Responsibilities: Briefly describe the responsibilities of identified internal and external stakeholders, groups, and organizations involved in enforcing and maintaining operational sustainability regarding each aspect of the TBL, specifically in regard to their level of responsibility and accountability in the following:
    • Evaluating or enforcing sustainable operations
    • Determining which aspects of the TBL framework they support most strongly
    • Explaining how their responsibilities can help justify prioritizing the TBL
  • Influence: Briefly describe the level of influence of the identified internal and external stakeholders, groups, and organizations involved in enforcing and maintaining operational sustainability regarding each aspect of the TBL. Make sure to note their ability to make decisions, enforce requirements, and justify prioritizing the TBL for an organization.

Guidelines for Submission

Submit the Module Three Assignment Template to complete this assignment. Use bullet points as appropriate when completing the template. Sources should be cited according to APA style.

Stakeholder Roles And Responsibilities

Module Three Assignment Rubric

Criteria Proficient (100%) Needs Improvement (85%) Not Evident (0%) Value
Identification Identifies key internal and external stakeholders, groups, and organizations involved in enforcing and maintaining operational sustainability regarding each aspect of the TBL Shows progress toward proficiency, but with errors or omissions; areas for improvement may include identifying more key stakeholders or correctly identifying stakeholders who are directly involved in enforcing and maintaining operational sustainability regarding each aspect of the TBL Does not attempt criterion 15
Roles Briefly describes the role of identified internal and external stakeholders, groups, and organizations involved in enforcing and maintaining operational sustainability Shows progress toward proficiency, but with errors or omissions; areas for improvement may include making connections between identified stakeholders’ roles and their role in maintaining operational sustainability Does not attempt criterion 25
Responsibilities Briefly describes the responsibilities of identified internal and external stakeholders, groups, and organizations involved in enforcing and maintaining operational sustainability regarding each aspect of the TBL Shows progress toward proficiency, but with errors or omissions; areas for improvement may include further incorporating identified stakeholders’ responsibilities regarding evaluating or enforcing sustainable operations, aspects of the TBL framework they support most strongly, or responsibilities that can help justify prioritizing the TBL into the response Does not attempt criterion 25
Influence Briefly describes the level of influence of identified internal and external stakeholders, groups, and organizations involved in enforcing and maintaining operational sustainability regarding each aspect of the TBL Shows progress toward proficiency, but with errors or omissions; areas for improvement may include more clearly describing the influence each identified stakeholder has on maintaining operational sustainability or the stakeholders’ influence on justifying sustainable priorities Does not attempt criterion 25
Articulation of Response Clearly conveys meaning with correct grammar, sentence structure, and spelling, demonstrating an understanding of audience and purpose Shows progress toward proficiency, but with errors in grammar, sentence structure, and spelling, negatively impacting readability Submission has critical errors in grammar, sentence structure, and spelling, preventing understanding of ideas 5
Citations and Attributions Uses citations for ideas requiring attribution, with consistent minor errors Uses citations for ideas requiring attribution, with major errors Does not use citations for ideas requiring attribution 5
Total: 100%

Maintaining Supplier Relationships

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Maintaining Supplier Relationships

Maintaining Supplier Relationships: Overview

In this module, you have learned about the importance of prioritizing people, whether it be employees, the local community, or customers. In this assignment, you will explore important considerations for culturally competent business practices, which can help strengthen and maintain relationships. Maintaining Supplier Relationships

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Scenario

You are a procurement manager working on training a new sourcing analyst. As part of their training, they will be traveling with you to meet with new and existing suppliers for specialized parts your company needs. This will allow your colleague first-hand experience and help them develop relationships with the business professionals they will be working with in the future.

You need to make sure that they are familiar with cultural business practices for the places you will be visiting so that existing business relationships remain strong and new relationships start off well. You have decided to create a brief guide that includes the cultural considerations they will need to be aware of while doing business.

Maintaining Supplier Relationships Prompt

Use the Module Two Assignment Template Word Document to create a guide that provides a brief overview of culturally considerate business practices for three countries of your choosing that are outside of the United States. Use course and external resources (such as the Shapiro Library) to gather information on your selected countries and their cultural business practices.

Specifically, you must address the following rubric criteria:

  • Authority Figures: Describe how figures of authority are treated and shown respect in each selected country, as well as actions or communications that may cause unintended offense.
  • Levels of Formality: Describe the level of formality that business professionals follow in each selected country. Examples are things like language, dress, or etiquette.
  • Social Norms: Identify common social norms that should be used in business in each selected country, as well as hand gestures and body language that should be avoided or that may cause unintended offense.
  • Time and Scheduling: Describe how the concepts of time and scheduling are treated in each selected country, as well as considerations for business-meeting etiquette that should be considered to avoid causing unintended offense.
  • Business Practices: Describe general business practices that should be taken into consideration when conducting business in the selected countries. Examples include meals, cultural holidays and events, and the use of formal contracts.

Guidelines for Submission

Submit the Module Two Assignment Template to complete this assignment. Use bullet points when completing the template. Sources should be cited according to APA style.

Module Two Assignment Rubric

Criteria Proficient (100%) Needs Improvement (85%) Not Evident (0%) Value
Authority Figures Describes how figures of authority are treated and shown respect in each selected country, as well as actions or communications that may cause unintended offense Shows progress toward proficiency, but with errors or omissions; areas for improvement may include providing further description or examples of acts of respect or communications that may cause unintended offense in each selected country Does not attempt criterion 17
Levels of Formality Describes the level of formality that business professionals follow in each selected country Shows progress toward proficiency, but with errors or omissions; areas for improvement may include adding further description or examples of levels of formality used in language, dress, or etiquette Does not attempt criterion 17
Social Norms Identifies common social norms that should be used in business in each selected country, as well as hand gestures and body language that should be avoided or that may cause unintended offense Shows progress toward proficiency, but with errors or omissions; areas for improvement may include adding further description or examples of appropriate and inappropriate hand gestures and body language Does not attempt criterion 17
Time and Scheduling Describes how the concepts of time and scheduling are treated in each selected country, as well as considerations for business-meeting etiquette that should be considered to avoid causing unintended offense Shows progress toward proficiency, but with errors or omissions; areas for improvement may include adding further description or examples of how the concept of time and scheduling etiquette is treated in each selected country Does not attempt criterion 17
Business Practices Describes general business practices that should be taken into consideration when conducting business in the selected countries Shows progress toward proficiency, but with errors or omissions; areas for improvement may include adding further description or examples of culturally competent business practices for each country Does not attempt criterion 17
Articulation of Response Clearly conveys meaning with correct grammar, sentence structure, and spelling, demonstrating an understanding of audience and purpose Shows progress toward proficiency, but with errors in grammar, sentence structure, and spelling, negatively impacting readability Submission has critical errors in grammar, sentence structure, and spelling, preventing understanding of ideas 5
Citations and Attributions Uses citations for ideas requiring attribution, with consistent minor errors Uses citations for ideas requiring attribution, with major errors Does not use citations for ideas requiring attribution 10
Total: 100%

Triple Bottom Line

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Triple Bottom Line

Triple Bottom Line Overview

In this module, you have learned about the benefits, drawbacks, and overall value of using the triple bottom line (TBL) in business. In this assignment, you will take a closer look at how strategies for incorporating this framework are similar and different across the manufacturing industry and the service industry.

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Prompt

Imagine you are a sustainability consultant, and you’ve been asked to create a simple handout that clarifies the similarities and differences between strategies used to incorporate the TBL into the manufacturing industry and the service industry. The handout will be provided to individuals at large and small group trainings.

Specifically, you must address the following rubric criteria:

  • Similarities: Explain the similarities that exist between incorporating the TBL framework into both the service industry and the manufacturing industry, and why.
  • Differences: Explain the differences that exist between incorporating the TBL framework into the service industry and the manufacturing industry, and why.
  • Example Strategies: Provide an example of a strategy that is appropriate to use across both the service and the manufacturing industries, and provide an example that is specific to either the service or the manufacturing industry when considering people, planet, or profit through the TBL framework. Include a brief explanation of what each example demonstrates.

Guidelines for Submission

Submit this assignment as a 350- to 500-word Word document. Use the course resource or external resources to support your comparisons. Sources should be cited according to APA style.

Module One Assignment Rubric

Criteria Exemplary (100%) Proficient (85%) Needs Improvement (55%) Not Evident (0%) Value
Similarities Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Explains the similarities that exist between incorporating the TBL framework into both the service industry and the manufacturing industry and why, using academic resources to support explanations as appropriate Shows progress toward proficiency, but with errors or omissions; areas for improvement may include providing a more accurate, evidenced, or detailed explanation Does not attempt criterion 30
Differences Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Explains the differences that exist between incorporating the TBL framework into the service industry and the manufacturing industry and why, using academic resources to support explanations as appropriate Shows progress toward proficiency, but with errors or omissions; areas for improvement may include providing a more accurate, evidenced, or detailed explanation Does not attempt criterion 30
Example Strategies Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Provides an example of a strategy that is appropriate to use across both the service and the manufacturing industries and an example that is specific to either the service or the manufacturing industry when considering people, planet, or profit through the TBL framework; also includes a brief explanation of what each example demonstrates Shows progress toward proficiency, but with errors or omissions; areas for improvement may include providing more example strategies based on the assignment directions or providing examples that are more appropriate for the described applications Does not attempt criterion 25
Articulation of Response Exceeds proficiency in an exceptionally clear, insightful, sophisticated, or creative manner Clearly conveys meaning with correct grammar, sentence structure, and spelling, demonstrating an understanding of audience and purpose Shows progress toward proficiency, but with errors in grammar, sentence structure, and spelling, negatively impacting readability Submission has critical errors in grammar, sentence structure, and spelling, preventing understanding of ideas 10
Citations and Attributions Uses citations for ideas requiring attribution, with few or no minor errors Uses citations for ideas requiring attribution, with consistent minor errors Uses citations for ideas requiring attribution, with major errors Does not use citations for ideas requiring attribution 5
Total: 100%

Intervention Implementation

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Intervention Implementation

Upon identifying an appropriate intervention tier and aligning intervention strategies for students, teachers are able to begin the implementation process. Implementing identified intervention strategies during instruction will not only help to meet the students’ needs, but also help teachers to identify where to monitor and adjust instruction as needed. Planning, implementing, evaluating, and planning again is an ongoing, cyclical process when working with all students.

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Allocate at least 3 hours in the field to support this field experience.

 

With your mentor teacher, identify an ELA lesson or activity in which interventions from the Clinical Field Experience C intervention plan can be implemented to benefit the previously identified student/s.

 

Continuing to work with the mentor teacher:

 

Identify an upcoming grade level ELA lesson or activity to implement applicable interventions from the Clinical Field Experience C intervention plan.

Discuss strengths and potential improvement for the student/s.

Implement the identified intervention strategies with the student/s during the agreed upon ELA lesson or activity.

Use any remaining field experience hours to assist the teacher in providing instruction and support to the class.

 

After the ELA lesson or activity, summarize and reflect upon your experiences in 250-500 words:

 

Describe how the student/s performed on the ELA activities, and reflect upon your experience implementing the intervention strategies. Include possible changes you would make in the future when implementing these strategies.

Describe how the student/s could utilize one of the intervention strategies at home.

Explain how you will use your findings in your future professional practice.

APA format is not required, but solid academic writing is expected.

 

This assignment uses a rubric. Review the rubric prior to beginning the assignment to become familiar with the expectations for successful completion.

 

You are required to submit this assignment to LopesWrite. A link to the LopesWrite technical support articles is located in Class Resources if you need assistance.

 

Document the locations and hours you spend in the field on your Clinical Field Experience Verification Form.

 

Submit the Clinical Field Experience Verification Form to the learning management system in the last topic. Directions for submitting can be found on the College of Education site in the Student Success Center.