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Project Guidelines and Rubric

Competencies

In this project, you will demonstrate your mastery of the following competencies:

Prepare and present internal and external reports.

Monitor and evaluate performance.

Recommend opportuni�es for performance improvements.

Scenario

You are a former Navy officer and fighter pilot, and you are now the controller of a division of TransGlobal Airlines, a large

organiza�on that operates a fleet of corporate jets for charter at several airports in the southeast part of the United States. Your

division’s private charter clients include several Fortune 500 companies in the region. The Chief Financial Officer (CFO) has informed

you that the company is considering the acquisi�on of two smaller avia�on firms in the region specializing in chartered flights for

luxury vaca�ons using light aircra� (60 passengers or less). The CFO has tasked you with assessing the organiza�onal benefits of

acquiring these avia�on firms. The CFO intends to develop a new business plan for the organiza�on if your analysis recommends

moving forward with the acquisi�on.

A�er an ini�al assessment, the company has shortlisted two airlines, Company A and Company B, to examine further for acquisi�on.

To understand all aspects of the two airlines under considera�on, you have visited each proposed site to assess their performance.

The assessment included crea�ng a balanced scorecard for each airline with all four components, financial, internal processes,

customers/market, and learning and growth, that will impact the acquisi�on of each firm.

The CFO has asked you to generate two scenarios for the proposed acquisi�on based on your analysis and governing or predic�ve

assump�ons. They include a worst-case scenario that considers the most serious outcomes that could occur if an�cipated targets

and assump�ons are drama�cally wrong; and a best-case scenario if an�cipated targets and assump�ons significantly exceed

forecasts.

Based on your assessment and analysis of the companies in Milestones One and Two, you will create and deliver a PowerPoint

Presenta�on for senior management’s review and analysis. You will also write an execu�ve summary with your recommenda�ons for

the leadership team.

Direc�ons

Part 1: Presenta�on

Record and submit a narrated PowerPoint presenta�on to share your analysis and recommenda�ons for the proposed acquisi�ons.

Use your data and analysis, along with feedback received from the milestone assignments, to complete your presenta�on. Note:

Remember to use both on-screen text and narra�on in your PowerPoint slides to convey your informa�on effec�vely. For example,

you can use brief bulleted lists on the slide and include detailed explana�ons in your narra�on. A resource is provided under

Suppor�ng Materials to help you record your presenta�on. If you are unable to submit a presenta�on with narra�on, be sure to

include detailed speaker notes with your submission.

1. Overview

A. Situa�on Analysis of TransGlobal Airlines (parent company). Use the informa�on from the Suppor�ng Materials

sec�on to highlight the parent company’s current business environment.

i. Internal environment: culture, leadership, internal processes, human resources, opera�ons, and financial

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performance

ii. External environment: compe��ve, market, regulatory, customers, suppliers, and other relevant stakeholders

B. Acquisi�on Ra�onale: Explain why your company is planning to acquire these airlines. What strategic objec�ves will

the acquisi�on meet? How might the acquisi�on support the bigger picture goals of TransGlobal?

C. Proposed Acquisi�ons: Using the resources provided in the Suppor�ng Materials sec�on, provide an overview of the

two companies under considera�on to be acquired. Include the following informa�on for each company:

i. Loca�on, size, and age of the firm

ii. Customer segment and target market

iii. Major compe�tors

iv. Company leadership

v. Current financial and market status

2. Analysis

A. Analysis of Company A. Present your data and analysis of Company A. Include the following in your analysis:

i. Balanced scorecard data: Share the balanced scorecard for Company A. Copy and paste the relevant sec�ons

from your Milestone One spreadsheet. The balanced scorecard should highlight key performance indicators,

such as net profit, annual growth, and market share, and include the four components:

a. Financial: Complete the financial sec�on of the balanced scorecard template, iden�fying two of the

most impac�ul key performance indicators.

a. Explain your ra�onale for the KPIs chosen, along with the cause-and-effect rela�onship

between the chosen KPIs.

b. Internal processes: Complete the internal processes sec�on of the balanced scorecard template,

iden�fying two of the most relevant KPIs.

a. Explain your ra�onale for the KPIs chosen, along with the cause-and-effect rela�onship

between the chosen KPIs.

c. Customers/market: Complete the customers/market sec�on of the balanced scorecard template,

iden�fying two of the most relevant KPIs.

a. Explain your ra�onale for the KPIs chosen, along with the cause-and-effect rela�onship

between the chosen KPIs.

d. Learning and growth: Complete the customers/market sec�on of the balanced scorecard template,

iden�fying two of the most relevant KPIs.

a. Explain your ra�onale for the KPIs chosen, along with the cause-and-effect rela�onship

between the chosen KPIs.

ii. Balanced scorecard analysis: Describe your analysis of Company A’s performance based on its balanced

scorecard components. Perform a cost-benefit-risk analysis to explain whether the benefits jus�fy the costs

of acquisi�on.

a. Opportunity cost: What will it cost to move forward with this opportunity?

b. Risk: Iden�fy and explain the magnitude (low, medium, or high) of the risks this acquisi�on poses to

the parent company related to its market, financial, cultural, and opera�onal environments.

B. Analysis of Company B. Present your data and analysis of Company B. Include the following in your analysis:

i. Balanced Scorecard Data: Share the balanced scorecard of Company B and highlight some key performance

indicators, such as net profit, annual growth, and market share. Copy and paste the relevant sec�ons from

your Milestone One spreadsheet. The balanced scorecard should highlight key performance indicators, such

as net profit, annual growth, and market share, and include the four components:

a. Financial: Complete the financial sec�on of the balanced scorecard template, iden�fying two of the

most impac�ul key performance indicators.

a. Explain your ra�onale for the KPIs chosen, along with the cause-and-effect rela�onship

between the chosen KPIs.

b. Internal processes: Complete the internal processes sec�on of the balanced scorecard template,

iden�fying two of the most relevant key performance indicators.

a. Explain your ra�onale for the KPIs chosen, along with the cause-and-effect rela�onship

between the chosen KPIs.

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c. Customers/market: Complete the customers/market sec�on of the balanced scorecard template,

iden�fying two of the most relevant two key performance indicators.

a. Explain your ra�onale for the KPIs chosen, along with the cause-and-effect rela�onship

between the chosen KPIs.

d. Learning and growth: Complete the customers/market sec�on of the balanced scorecard template,

iden�fying two of the most relevant key performance indicators.

a. Explain your ra�onale for the KPIs chosen, along with the cause-and-effect rela�onship

between the chosen KPIs.

ii. Balanced scorecard analysis: Perform a cost-benefit-risk analysis for Company B based on its balanced

scorecard components to explain whether the benefits jus�fy the costs of acquisi�on.

a. Opportunity cost: What will it cost to move forward with this opportunity?

b. Risk: Iden�fy and explain the magnitude (low, medium, or high) of the risks this acquisi�on poses to

the parent company as related to its market, financial, cultural, and opera�onal environments.

3. Proposal

A. Recommenda�on: Recommend whether TransGlobal Airlines should acquire one or both companies.

B. Ra�onale: Jus�fy how your recommenda�on supports the company’s strategic objec�ves. This includes one or more

of its financial, market, compe��ve, and cultural objec�ves.

C. Assump�ons: Explain how your acquisi�on recommenda�on will impact the company’s success in different

scenarios:

i. A worst-case scenario that considers the most serious outcomes that could occur if an�cipated targets and

assump�ons are drama�cally wrong; and

ii. A best-case scenario that considers outcomes that significantly exceed an�cipated targets and assump�ons.

Part 2: Execu�ve Summary

Submit a Word document summarizing your analysis and recommenda�ons for both companies.

A. Situa�on assessment: Briefly summarize your company’s current internal and external business environments and the

ra�onale for acquisi�on.

B. Data and analysis: Provide a brief overview of the two airlines under considera�on, including your findings and analysis from

your balanced scorecards.

C. Recommenda�on: Jus�fy your recommenda�on for the acquisi�on and explain how it supports the company’s objec�ves.

What to Submit

Acquisi�on Proposal Presenta�on

Using the instruc�ons provided under Suppor�ng Materials below, submit a recorded PowerPoint presenta�on with 10–12 slides.

Sources should be cited according to APA style. Consult the Shapiro Library APA Style Guide for more informa�on on cita�ons. If

you are unable to create a recorded PowerPoint presenta�on, ask your instructor about submi�ng this assignment in an alternate

format.

Execu�ve Summary

Submit a 2- to 3-page Word document with 12-point Times New Roman font, double spacing, and one-inch margins. Sources should

be cited according to APA style. Consult the Shapiro Library APA Style Guide for more informa�on on cita�ons.

Suppor�ng Materials

TransGlobal AirLines

Resource: TransGlobal Airlines Company Informa�on

Resource: TransGlobal Airlines Financials

Company A

Resource: Company A Informa�on

Resource: Company A Financials

Resource: Company A Interview Notes Memo

Company B

Resource: Company B Informa�on

Resource: Company B Financials

Resource: Company B Interview Notes Memo

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Resource: Company B Interview Notes Memo

Reading: Record a Presenta�on

Use this resource to learn how to record your PowerPoint presenta�on with narra�on and video.

Resource: MBA Research Guide

This Shapiro Library resource will help you find any addi�onal informa�on you may need to complete the project.

Project Rubric

Criteria Exemplary (100%) Proficient (85%) Needs Improveme

Overview: Current Situa�on Exceeds proficiency in an

excep�onally clear, insigh�ul,

sophis�cated, or crea�ve manner

Describes the current situa�on of

the parent company; highlights the

company’s current business

environment using its market,

regulatory, compe��ve, and

cultural environments

Shows progress towar

proficiency, but with e

omissions; areas for im

may include describing

regulatory, compe��v

cultural environments

and clearly

Overview: Acquisi�on

Ra�onale

Exceeds proficiency in an

excep�onally clear, insigh�ul,

sophis�cated, or crea�ve manner

Explains why the parent company

is planning to acquire these

airlines; describes what strategic

objec�ves the acquisi�on will

meet

Shows progress towar

proficiency, but with e

omissions; areas for im

may include describing

ra�onale behind acqu

rela�on to the compan

objec�ves

Overview: Proposed

Acquisi�ons

Exceeds proficiency in an

excep�onally clear, insigh�ul,

sophis�cated, or crea�ve manner

Provides an overview of the two

companies under considera�on to

be acquired, including the loca�on,

size, and age of the firm; customer

segment; target market; major

compe�tors; company leadership;

and current financial and market

status

Shows progress towar

proficiency, but with e

omissions; areas for im

may include describing

informa�on related to

size, and age of the fir

segment; target marke

compe�tors; company

and current financial a

status adequately and

Analysis of Company A:

Balanced Scorecard Data

Exceeds proficiency in an

excep�onally clear, insigh�ul,

sophis�cated, or crea�ve manner

Shares the balanced scorecard of

Company A with its four

components: financial, internal

processes, customers/market, and

learning and growth; iden�fies

two of the most relevant key

performance indicators in each

component

Shows progress towar

proficiency, but with e

omissions; areas for im

may include iden�fyin

key performance indic

of the four componen

internal processes,

customers/market, an

and growth

Analysis of Company A:

Balanced Scorecard Analysis—

Opportunity Cost

Exceeds proficiency in an

excep�onally clear, insigh�ul,

sophis�cated, or crea�ve manner

Performs a cost-benefit-risk

analysis for Company A based on

its balanced scorecard

components to explain whether

the benefits jus�fy the costs of

acquisi�on; measures the correct

opportunity cost associated with

this acquisi�on

Shows progress towar

proficiency, but with e

omissions; areas for im

may include accurately

determining the oppo

associated with the ac

A l i f C A E d fi i i A l th b l d d Sh t

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Analysis of Company A:

Balanced Scorecard Analysis—

Risk

Exceeds proficiency in an

excep�onally clear, insigh�ul,

sophis�cated, or crea�ve manner

Analyzes the balanced scorecard

of Company A to accurately

iden�fy and explain the magnitude

(low, medium, or high) of the risks

acquisi�on poses to the parent

company as related to its market,

financial, cultural, and opera�onal

environments

Shows progress towar

proficiency, but with e

omissions; areas for im

may include correctly

and ra�onally explaini

magnitude of the risks

poses to the parent co

related to the market,

cultural, and opera�on

environments

Analysis of Company B:

Balanced Scorecard Data

Exceeds proficiency in an

excep�onally clear, insigh�ul,

sophis�cated, or crea�ve manner

Shares the balanced scorecard of

Company B with its four

components: financial, internal

processes, customers/market, and

learning and growth; iden�fies

two of the most relevant key

performance indicators in each

component

Shows progress towar

proficiency, but with e

omissions; areas for im

may include iden�fyin

key performance indic

of the four componen

internal processes,

customers/market, an

and growth

Analysis of Company B:

Balanced Scorecard Analysis—

Opportunity Cost

Exceeds proficiency in an

excep�onally clear, insigh�ul,

sophis�cated, or crea�ve manner

Performs a cost-benefit-risk

analysis for Company B based on

its balanced scorecard

components to explain whether

the benefits jus�fy the costs of

acquisi�on; measures the correct

opportunity cost associated with

this acquisi�on

Shows progress towar

proficiency, but with e

omissions; areas for im

may include determin

correct opportunity co

associated with the ac

Analysis of Company B:

Balanced Scorecard Analysis—

Risk

Exceeds proficiency in an

excep�onally clear, insigh�ul,

sophis�cated, or crea�ve manner

Analyzes the balanced scorecard

of Company B to accurately

iden�fy and explain the magnitude

(low, medium, or high) of the risks

this acquisi�on poses to the

parent company as related to its

market, financial, cultural, and

opera�onal environments

Shows progress towar

proficiency, but with e

omissions; areas for im

may include correctly

and ra�onally explaini

magnitude of the risks

poses to the parent co

related to the market,

cultural, and opera�on

environments

Proposal: Recommenda�on Exceeds proficiency in an

excep�onally clear, insigh�ul,

sophis�cated, or crea�ve manner

Makes appropriate

recommenda�ons whether to

acquire one or both the companies

Shows progress towar

proficiency, but with e

omissions; areas for im

may include making th

recommenda�on abou

to acquire one or both

proposed companies

Proposal: Ra�onale Exceeds proficiency in an

excep�onally clear, insigh�ul,

sophis�cated, or crea�ve manner

Jus�fies how the recommenda�on

supports the company’s strategic

objec�ves, including one or more

of its financial, market,

compe��ve, and cultural

objec�ves

Shows progress towar

proficiency, but with e

omissions; areas for im

may include providing

explana�on for how th

recommenda�on supp

more of the company’

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more of the company

objec�ves

Proposal: Assump�ons Exceeds proficiency in an

excep�onally clear, insigh�ul,

sophis�cated, or crea�ve manner

Explains logically how the

acquisi�on recommenda�on will

impact the company’s success in

the worst-case and best-case

scenarios

Shows progress towar

proficiency, but with e

omissions; areas for im

may include explaining

acquisi�on recommen

impact the company’s

both worst-case and b

scenarios

Execu�ve Summary: Situa�on

Assessment

Exceeds proficiency in an

excep�onally clear, insigh�ul,

sophis�cated, or crea�ve manner

Summarizes the current situa�on

of parent company, including an

analysis of its internal and external

environments and the ra�onale for

acquisi�on

Shows progress towar

proficiency, but with e

omissions; areas for im

may include summariz

current situa�on of th

including the analysis

internal and external e

Execu�ve Summary: Data and

Analysis

Exceeds proficiency in an

excep�onally clear, insigh�ul,

sophis�cated, or crea�ve manner

Provides a brief overview of the

two airlines under considera�on,

including findings and analysis

from their balanced scorecards

Shows progress towar

proficiency, but with e

omissions; areas for im

may include summariz

and analysis from the

scorecards

Execu�ve Summary:

Recommenda�on

Exceeds proficiency in an

excep�onally clear, insigh�ul,

sophis�cated, or crea�ve manner

Makes the acquisi�on

recommenda�ons explaining how

it supports the company’s

objec�ves

Shows progress towar

proficiency, but with e

omissions; areas for im

may include adequate

how the recommenda

supports the company

Ar�cula�on of Response Exceeds proficiency in an

excep�onally clear, insigh�ul,

sophis�cated, or crea�ve manner

Clearly conveys meaning with

correct grammar, sentence

structure, and spelling,

demonstra�ng an understanding

of audience and purpose

Shows progress towar

proficiency, but with e

grammar, sentence str

spelling that nega�vel

readability

Cita�ons and A�ribu�ons Uses cita�ons for ideas requiring

a�ribu�on, with few or no minor

errors

Uses cita�ons for ideas requiring

a�ribu�on, with consistent minor

errors

Uses cita�ons for idea

a�ribu�on, with majo

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