MAPM8.160 - Strategic Financial Management Assessment

Assignment Task

Background

This is the first assessment in the MAPM8.160 Strategic Financial Management course. This assessment draws on the theories and content found in Modules 1- 4 of the course. An important aspect of Strategic financial management is analysing internal financial information and data in order to make the best decisions to increase performance in the short to medium term – over the next 1-2 years. In this assessment you are provided with a case study (see the end of this document) which contains information and data which can be used to complete the assessment. You have been provided with internal financial data from a selected company that includes operating performance and an analysis of future potential investments (The Case study is attached at the end of this document). You are required to critically analyse the data and information in the case study and prepare a 15-20 page report addressed to the management of the company to assist them to make key decisions for the next 1-3 years that can improve the value and performance of the business. Please read carefully all the information provided in this document including the marking rubric

Task

1. Performance and Planning 

For this task you should refer to the first part of the Case Study. You are asked to incorporate and apply principles, theories and processes of performance management. KPI analysis and forecasting to the data provided in the case. Specifically you are required to:

a) Critically analyse the key trends and areas of strength and weakness in the operations by using KPI analysis 

b) Prepare a financial performance dashboard (using excel or Power BI) to display your KPI analysis on one page

c) Recommend 2-3 specific actions to improve performance in the next 12 month period 

d) Prepare a forecast for the next 3-year financial period based on the information provided and incorporating your recommended changes. Indicate what actions and areas of focus will be important for management in terms of spending and organising over the coming 2-3 years

2. Investment Analysis

For this task you should refer to the second part of the Case Study. You are asked to incorporate and apply principles, theories and processes of Investment Evaluation and selection to the data provided in the case. Specifically you are required to:

a) Critically Evaluate the current investment policy and recommend any changes to improve future performance (2-3 recommended changes is suitable). 

b) Analyse the investment data provided and rank the investments according to financial and non-financial metrics You should show tables or other visual representations of your ranking of all investments for management to be able to evaluate and critique your methodology and rankings; and; and finally

c) Recommend between 2-4 investments to undertake for the next Investment period that fit the investment policy and justify these selections. If your recommendations are outside the investment policy as noted by your recommended changes you may follow your amended investment policies and/or provide a justification for your selections. 

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