Identify the financial records that indicate commitment to TBL.

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Scenario

In Project One: Applying Strategic and Operational Thinking, you prepared Key Performance Indicators (KPIs) for the marketing and sales departments of your product line.Now, the CEO has provided you with a revised set of KPIs. You need to apply these KPIs toward the analysis of a proposed marketing and sales initiative to increase loyalty card memberships in neighborhoods with predominantly low-income populations, whether the populations are in rural, suburban, or city locations.

The CEO wants this analysis so that she can chart the sustainability and growth of the initiative while assuring it meets standards for Corporate Social Responsibility.The CEO has provided you with several documents, available in the Supporting Materials section of this project. She wants you to use the provided Triple Bottom Line Balanced Scorecard to assess the strategic plan’s compliance with the KPIs and summarize your findings in a memo.

  1. Identify the financial records that indicate commitment to TBL.
  2. Outline which financial and other records marketing and sales maintains where TBL can provide data.
  3. Using the TBL scorecard, evaluate the alignment of the strategic plan with KPIs.
  4. Which ideas in the plan support the KPI criteria? Cite specific ideas that meet the criteria.
  5. Explain how they meet the criteria.
  6. Describe how the TBL data relates to the KPIs.
  7. Identify which additional TBL financial line items are needed to measure the cost for each criterion.
  8. Should there be a line entry for hiring temporary workers?
  9. Referring back to the SWOT analyses from Project One, explain how functional considerations of individual departments contribute to financial performance.