Description
Prior to beginning work on this assignment,
Read The Balanced Scorecard: Turn Your Data Into a Roadmap to Success
Read Chapter 5: Gain Insight: More About Key Performance Indicators from Your First CFO: The Accounting Cure for Small Business Owners
Read Chapters 7, 8, and 9 from Key Performance Indicators: Developing, Implementing, and Using Winning KPIs
Read How ZYSCO Uses the Balanced Scorecard
Read Create KPIs That Reflect Your Strategic Priorities
Read What Are Your KPIs Really Measuring?
Review Investor Overview and Quarterly Results
You are playing the role of the divisional manager of the new e-bike division of Fox Factory Holding Corporation. The divisional manager is preparing to request funding to introduce the product and begin sales. Three options have been identified (note that these are fictitious assumptions):
Produce the new e-bike internally,
Outsource manufacturing to another manufacturer, and
License the design to an existing company for royalties on future sales.
Note: Please use the most recent Quarterly Results (Form 10-Q) published on the Fox Factory Investor Overview website. Please use the earnings announcement for relevant required information, such as “Fox Factory Holding Corp. Announces Third Quarter 20XX Financial Results.”
In your assignment,
Prepare a balanced scorecard with strategic objectives and key performance indicators (KPIs) for each of the three options.
Use the Excel sheet OMM622_Balanced Scorecard_Template.xlsx Download OMM622_Balanced Scorecard_Template.xlsx to create the balanced scorecard.
Fill up the template for all three options.
Summarize the information of the Balanced Scorecard in a short memo of 1–2 pages.
Explain the objectives and the KPIs in the memo.
It should be addressed to the CEO, from the student, with the subject “Balanced Scorecard Analysis for e-bike options.”
The Case Study–Balanced Scorecard and Key Performance Indicators Project,
must include 1–2 double-spaced pages in length (not including title and references pages) and must be formatted according to APA Style. as outlined in
See Writing a Business Memo. for additional guidance on writing a business memo.
must include the Excel sheet OMM622_Balanced Scorecard_Template.xlsx with the balanced scorecard.
Your introduction paragraph needs to end with a clear thesis statement indicating the purpose of your assignment.
See Introductions & Conclusions and Writing a Thesis Statement, for additional guidance.
must include a separate title page with the title of the paper in bold font; names of the student, institution, and instructor; along with the course name, course number, and due date.
must use Academic VoiceLinks to an external site..
must use at least one credible, preferably scholarly, peer-reviewed source in addition to the course text.
See the Scholarly, Peer-Reviewed, and Other Credible Sources. for additional guidance.
If you have questions about whether a specific source is appropriate or not, please contact your instructor. Your instructor has the final say about the appropriateness of a specific source.
must include a separate references page formatted according to APA Style as outlined in the Writing Center.
See the APA: Formatting Your References List resource in the Writing Center for specifications.
Carefully review the Grading Rubric for the criteria that will be used to evaluate your assignment.
