[Solved] Business Finance – Accounting Week 2 Assignment 5

Assignment Prompt & Instructions

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

**files (6)**

– ## WeekTwoAssignment5InstructionsHM.docx

– ## PROFESSORSNOTESFORWEEKTWOASSIGNMENTS3_4_5_6.docx

– TeamCHESTERAnnualReportRound1.pdf
– CompleteRound1Report.pdf
– Assign_5_ProductPlanningBudgetSpreadSheetTemplate.xlsx
– Round1annualreportexcel.xlsx

**## WeekTwoAssignment5InstructionsHM.docx**

Assignment 5: Develop a Financial Plan

**Instructions**

**Background**

**Background: Part 1**

Financial statements are reviewed by owners, investors, management, and lenders when making decisions regarding an organization and its management. While there are qualitative and quantitative approaches to reading and interpreting financial statements, the interest in this assignment is the quantitative or ratio analysis. Ratios are quantifications of relationships between items on individual statements and between two or more financial statements. It is through understanding the latter in relation to the former that leaders navigate a course through the planning and decisions of future operations.  For this assignment, you will group the different financial measures according to the primary end-user.

Evaluate financial statements from the Courier (Balance Sheet, Income Statement, Cash Flows).  Organize these from the perspective of the end-user.  For each group below, identify three measures, define the measure, explain what the measure is used to explain, and then describe your company’s performance on the measure compared with the competition.  Be detailed: do not simply say we did well on ROA, list your actual number and compare with the competition’s performance.

1. Identify and group owner/investor measures

2. Identify and group management measures

3. Identify and group finance/bank measures

**Length**: Include a Word document of 4-5 paragraphs describing your budget.  Also attach your
[Budget Spreadsheet](https://navigate.nu.edu/content/enforced/153923-MBA610-36745-2606/Assign_5_Product%20Planning%20Budget.xlsx) (
**SEE TEMPLATE ATTACHMENT**)

The completed assignment should address all of the assignment requirements, exhibit evidence of concept knowledge, and demonstrate thoughtful consideration of the content presented in the course. The writing should integrate scholarly resources, reflect academic expectations and current APA standards, and adhere to National University’s Academic Integrity Policy.

When applicable, conduct a Turnitin pre-check and then upload your completed assignment and click the Submit to Dropbox button.

Upload the spreadsheet and evaluation document and click the Submit to Dropbox button.

**## PROFESSORSNOTESFORWEEKTWOASSIGNMENTS3_4_5_6.docx**

**PROFESSOR’S NOTES FOR WEEK TWO ASSIGNMENTS 3, 4, 5, & 6**

**Marketing Strategies & R&D**

**I. Marketing Strategies Overview**

· Marketing connects products with customers.

· Strategies have evolved from traditional advertising (TV, radio, print) to digital marketing (websites, social media, email, online ads).

· Organizations must adapt their marketing strategies as technology and consumer behavior change.

**II. The Digital Marketing Transformation**

· Customers have more access to product information than ever before.

· Businesses now have access to customer data through analytics and CRM systems.

· This information helps companies better understand customer needs and create targeted marketing campaigns.

**III. Marketing and Organizational Collaboration**

· Marketing works closely with:

· Research & Development (R&D)

· Production

· Sales

· Understanding products and customer needs is essential for successful marketing.

**IV. Research & Development (R&D)**

· R&D focuses on innovation, product improvement, and new product development.

· Companies use R&D to stay competitive and meet changing customer demands.

· R&D can result in:

· Incremental improvements (new smartphone features)

· New products and technologies

**V. CAPSIM Connection**

· In CAPSIM, teams made R&D decisions to improve or create products.

· Marketing and R&D decisions work together to position products effectively in the marketplace.

**Key Takeaways**

· Marketing strategies must evolve with technology.

· Data helps companies better understand customers.

· Marketing and R&D must work together for success.

· Innovation is critical for long-term growth and competitiveness.

**Assignments 3, 4 & 5** are based off of the results that you get from your CAPSIM rounds.  This week is about R&D, Financial Statements and Key Performance Indicators. (KPIs)  Financial Measures can be found in the various reports that Capsim creates after you have completed a round.

Evaluate financial statements from the Courier (Balance Sheet, Income Statement, Cash Flows).  Organize these from the perspective of the end-user.

**Assignment 6:**  PowerPoint presentation that you will deliver at the next corporate board meeting, analyze the marketing strategies used by the company

You are working together as a team on the CAPSIM simulation.  The assignments are individual assignments.

Prof.  Marilyn Taylor

**TeamCHESTERAnnualReportRound1.pdf**

This file is too large to display. [View in new window](https://www.sweetstudy.com/files/teamchesterannualreportround1-pdf-10557453)

**CompleteRound1Report.pdf**

This file is too large to display. [View in new window](https://www.sweetstudy.com/files/completeround1report-pdf-10557455)

**Assign_5_ProductPlanningBudgetSpreadSheetTemplate.xlsx**

This file is too large to display. [View in new window](https://www.sweetstudy.com/files/assign-5-productplanningbudgetspreadsheettemplate-xlsx)

**Round1annualreportexcel.xlsx**

This file is too large to display. [View in new window](https://www.sweetstudy.com/files/round1annualreportexcel-xlsx-10557447)

**Round1annualreportexcel.xlsx**

This file is too large to display. [View in new window](https://www.sweetstudy.com/files/round1annualreportexcel-xlsx-10557447)

**## WeekTwoAssignment5InstructionsHM.docx**

Assignment 5: Develop a Financial Plan

**Instructions**

**Background**

**Background: Part 1**

Financial statements are reviewed by owners, investors, management, and lenders when making decisions regarding an organization and its management. While there are qualitative and quantitative approaches to reading and interpreting financial statements, the interest in this assignment is the quantitative or ratio analysis. Ratios are quantifications of relationships between items on individual statements and between two or more financial statements. It is through understanding the latter in relation to the former that leaders navigate a course through the planning and decisions of future operations.  For this assignment, you will group the different financial measures according to the primary end-user.

Evaluate financial statements from the Courier (Balance Sheet, Income Statement, Cash Flows).  Organize these from the perspective of the end-user.  For each group below, identify three measures, define the measure, explain what the measure is used to explain, and then describe your company’s performance on the measure compared with the competition.  Be detailed: do not simply say we did well on ROA, list your actual number and compare with the competition’s performance.

1. Identify and group owner/investor measures

2. Identify and group management measures

3. Identify and group finance/bank measures

**Length**: Include a Word document of 4-5 paragraphs describing your budget.  Also attach your
[Budget Spreadsheet](https://navigate.nu.edu/content/enforced/153923-MBA610-36745-2606/Assign_5_Product%20Planning%20Budget.xlsx) (
**SEE TEMPLATE ATTACHMENT**)

The completed assignment should address all of the assignment requirements, exhibit evidence of concept knowledge, and demonstrate thoughtful consideration of the content presented in the course. The writing should integrate scholarly resources, reflect academic expectations and current APA standards, and adhere to National University’s Academic Integrity Policy.

When applicable, conduct a Turnitin pre-check and then upload your completed assignment and click the Submit to Dropbox button.

Upload the spreadsheet and evaluation document and click the Submit to Dropbox button.

**## PROFESSORSNOTESFORWEEKTWOASSIGNMENTS3_4_5_6.docx**

**PROFESSOR’S NOTES FOR WEEK TWO ASSIGNMENTS 3, 4, 5, & 6**

**Marketing Strategies & R&D**

**I. Marketing Strategies Overview**

· Marketing connects products with customers.

· Strategies have evolved from traditional advertising (TV, radio, print) to digital marketing (websites, social media, email, online ads).

· Organizations must adapt their marketing strategies as technology and consumer behavior change.

**II. The Digital Marketing Transformation**

· Customers have more access to product information than ever before.

· Businesses now have access to customer data through analytics and CRM systems.

· This information helps companies better understand customer needs and create targeted marketing campaigns.

**III. Marketing and Organizational Collaboration**

· Marketing works closely with:

· Research & Development (R&D)

· Production

· Sales

· Understanding products and customer needs is essential for successful marketing.

**IV. Research & Development (R&D)**

· R&D focuses on innovation, product improvement, and new product development.

· Companies use R&D to stay competitive and meet changing customer demands.

· R&D can result in:

· Incremental improvements (new smartphone features)

· New products and technologies

**V. CAPSIM Connection**

· In CAPSIM, teams made R&D decisions to improve or create products.

· Marketing and R&D decisions work together to position products effectively in the marketplace.

**Key Takeaways**

· Marketing strategies must evolve with technology.

· Data helps companies better understand customers.

· Marketing and R&D must work together for success.

· Innovation is critical for long-term growth and competitiveness.

**Assignments 3, 4 & 5** are based off of the results that you get from your CAPSIM rounds.  This week is about R&D, Financial Statements and Key Performance Indicators. (KPIs)  Financial Measures can be found in the various reports that Capsim creates after you have completed a round.

Evaluate financial statements from the Courier (Balance Sheet, Income Statement, Cash Flows).  Organize these from the perspective of the end-user.

**Assignment 6:**  PowerPoint presentation that you will deliver at the next corporate board meeting, analyze the marketing strategies used by the company

You are working together as a team on the CAPSIM simulation.  The assignments are individual assignments.

Prof.  Marilyn Taylor

**TeamCHESTERAnnualReportRound1.pdf**

This file is too large to display. [View in new window](https://www.sweetstudy.com/files/teamchesterannualreportround1-pdf-10557453)

**CompleteRound1Report.pdf**

This file is too large to display. [View in new window](https://www.sweetstudy.com/files/completeround1report-pdf-10557455)

**Assign_5_ProductPlanningBudgetSpreadSheetTemplate.xlsx**

This file is too large to display. [View in new window](https://www.sweetstudy.com/files/assign-5-productplanningbudgetspreadsheettemplate-xlsx)

**Round1annualreportexcel.xlsx**

This file is too large to display. [View in new window](https://www.sweetstudy.com/files/round1annualreportexcel-xlsx-10557447)

**## WeekTwoAssignment5InstructionsHM.docx**

Assignment 5: Develop a Financial Plan

**Instructions**

**Background**

**Background: Part 1**

Financial statements are reviewed by owners, investors, management, and lenders when making decisions regarding an organization and its management. While there are qualitative and quantitative approaches to reading and interpreting financial statements, the interest in this assignment is the quantitative or ratio analysis. Ratios are quantifications of relationships between items on individual statements and between two or more financial statements. It is through understanding the latter in relation to the former that leaders navigate a course through the planning and decisions of future operations.  For this assignment, you will group the different financial measures according to the primary end-user.

Evaluate financial statements from the Courier (Balance Sheet, Income Statement, Cash Flows).  Organize these from the perspective of the end-user.  For each group below, identify three measures, define the measure, explain what the measure is used to explain, and then describe your company’s performance on the measure compared with the competition.  Be detailed: do not simply say we did well on ROA, list your actual number and compare with the competition’s performance.

1. Identify and group owner/investor measures

2. Identify and group management measures

3. Identify and group finance/bank measures

**Length**: Include a Word document of 4-5 paragraphs describing your budget.  Also attach your
[Budget Spreadsheet](https://navigate.nu.edu/content/enforced/153923-MBA610-36745-2606/Assign_5_Product%20Planning%20Budget.xlsx) (
**SEE TEMPLATE ATTACHMENT**)

The completed assignment should address all of the assignment requirements, exhibit evidence of concept knowledge, and demonstrate thoughtful consideration of the content presented in the course. The writing should integrate scholarly resources, reflect academic expectations and current APA standards, and adhere to National University’s Academic Integrity Policy.

When applicable, conduct a Turnitin pre-check and then upload your completed assignment and click the Submit to Dropbox button.

Upload the spreadsheet and evaluation document and click the Submit to Dropbox button.

**## PROFESSORSNOTESFORWEEKTWOASSIGNMENTS3_4_5_6.docx**

**PROFESSOR’S NOTES FOR WEEK TWO ASSIGNMENTS 3, 4, 5, & 6**

**Marketing Strategies & R&D**

**I. Marketing Strategies Overview**

· Marketing connects products with customers.

· Strategies have evolved from traditional advertising (TV, radio, print) to digital marketing (websites, social media, email, online ads).

· Organizations must adapt their marketing strategies as technology and consumer behavior change.

**II. The Digital Marketing Transformation**

· Customers have more access to product information than ever before.

· Businesses now have access to customer data through analytics and CRM systems.

· This information helps companies better understand customer needs and create targeted marketing campaigns.

**III. Marketing and Organizational Collaboration**

· Marketing works closely with:

· Research & Development (R&D)

· Production

· Sales

· Understanding products and customer needs is essential for successful marketing.

**IV. Research & Development (R&D)**

· R&D focuses on innovation, product improvement, and new product development.

· Companies use R&D to stay competitive and meet changing customer demands.

· R&D can result in:

· Incremental improvements (new smartphone features)

· New products and technologies

**V. CAPSIM Connection**

· In CAPSIM, teams made R&D decisions to improve or create products.

· Marketing and R&D decisions work together to position products effectively in the marketplace.

**Key Takeaways**

· Marketing strategies must evolve with technology.

· Data helps companies better understand customers.

· Marketing and R&D must work together for success.

· Innovation is critical for long-term growth and competitiveness.

**Assignments 3, 4 & 5** are based off of the results that you get from your CAPSIM rounds.  This week is about R&D, Financial Statements and Key Performance Indicators. (KPIs)  Financial Measures can be found in the various reports that Capsim creates after you have completed a round.

Evaluate financial statements from the Courier (Balance Sheet, Income Statement, Cash Flows).  Organize these from the perspective of the end-user.

**Assignment 6:**  PowerPoint presentation that you will deliver at the next corporate board meeting, analyze the marketing strategies used by the company

You are working together as a team on the CAPSIM simulation.  The assignments are individual assignments.

Prof.  Marilyn Taylor

**TeamCHESTERAnnualReportRound1.pdf**

This file is too large to display. [View in new window](https://www.sweetstudy.com/files/teamchesterannualreportround1-pdf-10557453)

**CompleteRound1Report.pdf**

This file is too large to display. [View in new window](https://www.sweetstudy.com/files/completeround1report-pdf-10557455)

**Assign_5_ProductPlanningBudgetSpreadSheetTemplate.xlsx**

This file is too large to display. [View in new window](https://www.sweetstudy.com/files/assign-5-productplanningbudgetspreadsheettemplate-xlsx)

**Round1annualreportexcel.xlsx**

This file is too large to display. [View in new window](https://www.sweetstudy.com/files/round1annualreportexcel-xlsx-10557447)