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Accounting · Studypool

Case Study–Balanced Scorecard and Key Performance Indicators

Overview

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.xls 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 summary memo (1-2 pages) of the Balanced Scorecard Template,

  • must include 1–2 double-spaced pages in length (not including title and references pages) and must be formatted according to APA Style.
    • Must be 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.
  • 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 Voice
  • must use at least one credible, preferably scholarly, peer-reviewed source in addition to the course text.