BUS 631 Entire Course

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BUS 631 Week 1 Assignment The Customer

The Customer. Write a two to three page paper discussing the concept of customer and how it relates to supply chain management. Include how unexpected changes in customer demand effects supply chain management.

BUS 631 Week 1 DQ 1 Supply Chain Forecasting

Supply Chain Forecasting. Discuss how forecasting effects the supply chain of an automobile manufacturer. Consider especially the forecasting and supply chains involved in manufacturing a new model (entirely new, not an edition/annual change). How do the individual supply chains for the subparts effect the larger supply chain of the whole automobile. How does forecasting effect the just-in-time or lean production system used in most automobile manufacturing plants? Respond to at least two of your classmates’ postings.Example of a typical automobile supply chain:

1. Suppliers for raw materials
2. Suppliers for parts and subsystems
3. Automobile manufacturer (Ford, in the example). Within a company, there are also differentdepartments, which constitute the internal supply chain:
1. Purchasing and material handling
2. Manufacturing
3. Marketing, etc.
4. Transportation providers
5. Automobile dealers

BUS 631 Week 1 DQ 2 Risk Management

Risk Management. Create a rudimentary supply chain for delivering canned peaches to the consumer. Discuss the sources of uncertainty within this supply chain. What are the risks? How could the manufacturer mediate the risks? Respond to at least two of your classmates’ postings.

BUS 631 Week 2 Assignment Supply Chain Strategies

Supply Chain Strategies. Research any Fortune 100 company and discuss the supply chain strategy it utilizes (i.e. sequential, local,organizational, etc). Offer your opinion as to whether or not it’s the best strategy for the company or offer the changes you believe to be the better way to go. Present your findings in a three to four page, APA-style paper.

BUS 631 Week 2 DQ 1 Manufacturing Parameters

Manufacturing Parameters.Manufacturers have to establish parameters for what is to be produced and in what quantity how does utilizing a supply contract aid both parties in terms of their roles/responsibilities involving the supply chain? Respond to at least two of your classmates’ postings.

BUS 631 Week 2 DQ 2 Sequential Process

Sequential Process. Manufacturing is often done in a sequential manner (i.e. we plan for how many items are to be produced and in what time frame) what are some problems with using a sequential process when one produces an item such as a cellular phone? Respond to at least two of your classmates’ postings.

BUS 631 Week 3 Assignment Manufacturing Options

Manufacturing Options. Research your employer (or a company of your choice) and, using Table 6.1 (p. 187), determine which of the six potential manufacturing options has the greatest impact upon the organization and why. Submit a two to three page, APA style paper explaining your reasoning.

BUS 631 Week 3 DQ 1 Inventory Planning

Inventory Planning. Read the Case: Reebok NFL Replica Jerseys: A Case for Postponement (p. 172-177). Given the uncertainty of fan demand associated with a team or player, how should a manufactured of sports apparel like Reebok approach inventory planning? What happens when a player or team suddenly loses their fan base? Respond to at least two of your classmates’ postings.

BUS 631 Week 3 DQ 2 Push-Pull

Push-Pull. Compare and contrast the push-pull strategy used in supply chain management and in what specific ways can it impact the manufacturing process? Respond to at least two of your classmates’ postings.

BUS 631 Week 4 Assignment Conflicting Objectives

Conflicting Objectives. Examine and discuss the relationship between buyers and suppliers. Why may there be conflicting objectives between the two? Present your response in the form of a three to four page, APA-style paper.

BUS 631 Week 4 DQ 1 Transshipment

Transshipment. Your text explores the strategies of transshipment and inventory pooling in chapter 7. List and describe at least two similarities between transshipment and inventory pooling strategies. Identify two companies or supply chains of that use transshipment strategies and why is transshipment a good strategy for them? Why would inventory pooling not be a better choice for these companies or supply chains? Respond to at least two of your classmates’ postings

BUS 631 Week 4 DQ 2 Retailer Supplier Partnerships

Retailer Supplier Partnerships. Indentify and describe the three types of retailer supplier partnerships discussed in chapter 8. Manufacturers and retailers occasionally find using third parties to perform certain aspects of the materials management and /or product distribution functions beneficial. Why might this be the case? Provide details in your response.Respond to at least two of your classmates’ postings.

BUS 631 Week 5 Assignment Risk Management and the Supply Chain

Risk Management and the Supply Chain.Discuss an example of how an unknown-unknown risk proved damaging to a supply chain. You are free to utilize any example and any organization of your choosing. Explain specifically how each of the following might have mitigated this risk:
Invest in redundancy
Increase velocity in sensing and responding Create an adaptive supply chain community
Present your response in the form of a three to four page, APA-style paper.

BUS 631 Week 5 DQ 1 Buy vs. Make

Buy vs. Make. Discuss how a product’s life-cycle can impact the buy/make aspect of the supply chain (refer to Section 9.3 in your text). Are there different times/phases in a product life-cycle when it would make sense to change from a buy/make aspect to an outsourced aspect (for the same part/aspect)? Respond to at least two of your classmates’ postings.

BUS 631 Week 5 DQ 2 Wal-Mart

Wal-Mart. Read the Case: Wal-Mart Changes Tactics to Meet International Tastes (p.309-311) in chapter 10. Other than profit, what other reasons would Wal-Mart have for opening stores globally? Why would Wal-Mart want strong centralized or localized control of its stores? Respond to at least two of your classmates’ postings.

BUS 631 Week 6 DQ 1 Clock Speed

Clock Speed. The manufacturing process utilizes technology clock speed for the manufacturing of a product or good. In what ways may clock speed differ and what products are manufactured under a particular clock speed. Respond to at least two of your classmates’ postings.

BUS 631 Week 6 DQ 2 RFI

RFI. Radio Frequency Identification (RFI) utilizes technology which emits radio signals to help track the shipment of goods. Discuss two or three companies you know that use this technology and how does this benefit the organization’s supply chain? Respond to at least two of your classmates’ postings.

BUS 631 Week 6 Final Paper

Each student is required to write a Project Demonstrating Excellence (PDE) Final Project paper that is 8-12 double-spaced pages in length. The student will be expected to take a concept, theory or topic discussed/explained in the text (i.e. inventory control, strategic alliances, technology and supply management, etc.). The student is expected to present a scholarly discussion of the chosen topic and adhere to the format/style required by the APA Manual. The student is encouraged to seek out information from other sources (preferably scholarly) to establish, explain and/or defend the particular points they raise. The learning outcomes to be reflected in the PDE may include 1-5, at the very least, outcomes 1-3 MUST be covered in the paper.
Expected learning/critical thinking:

1. Develop an understanding of supply chain management practices and procedures in organizations today.
2. Apply an understanding of how the supply chain system operates and its significance relative to a businessoperation.
3. The ability to recognize and design a supply chain.
4. Assess procurement and outsourcing strategies focusing on strategic purchasing, outsourcing and the supplierfootprint.
5. Review strategies for creating and/or maintaining quality in the distribution process

 

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BUS 599

 

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Bus 599 Week 3 Assignment 1- Company Description and SWOT Analysis

n this assignment, you will conduct a SWOT (Strength, Weakness, Opportunity, and Threat) analysis for the type of beverage you have selected, and for your company overall. As you work on the assignment, consider why you have chosen one type of non-alcoholic beverage over another and the reasons for that choice. As you complete your SWOT analysis, be sure to include external factors such as industry / market trends and competition, and internal factors such as your capabilities or abilities to reach certain market segments.
Write a three to five (3-5) page paper, in which you:

1. Create your revised NAB company name and explain its significance.
2. Develop your revised company’s Mission Statement and provide a rationale for its components.

o   Hints: Use the Statement of Mission template on pp. 72-73 on the course textbook: Successful Business Plan to aid your development.
o   Extracting appropriate information from the NAB company portfolio, where applicable. You should fill in other required items in the template using your personal preferences.

3. Describe the trends in the non-alcoholic beverage industry, especially the specific type of beverage category you have chosen. Justify at least three (3) reasons why you have chosen this type of non-alcoholic beverage.

o   Hints: Research and outline beverage industry trends. Consider the size and growth rate of the industry overall and the specific beverage type you have chosen. Use the worksheet in the course text (p. 88 | Past and Future Growth of Your Industry) to help you project the future growth rate. Consider the use of industry associations and search engines to find reliable, recent data.

4. Choose one (1) strategic position from the course text (pp. 142–143) that you believe is the best strategic position for your company. Explain the approach you will use to implement this strategic position in order to distinguish your beverage from other non-alcoholic beverages.
5. Provide an overview of your company’s distribution channels. Explain the manner in which your product will reach end users. Provide a rationale for your chosen method.

o   Hints: For example, will you sell your beverage in grocery stores, restaurants, or sports venues? If so, describe the types of resellers and distributors who will sell to resellers and fulfill their orders. If you are attempting to sell direct-to-consumers, such as online via a monthly subscription, how will you manage warehousing / fulfillment / shipping?

6. Outline at least three (3) types of risks (including any regulatory risks) that your business faces. Describe your company’s plan to mitigate such risk.

o   Hints: You may refer to the types of risk listed in the course text (pp. 148–149) as well as any risks not listed in the text. Regulation weighs more heavily on beverage and food businesses than many other types of companies, so be certain to consider any regulatory risks your type of beverage faces. For example, what kind of regulation and / or risks are you likely to face if you make health claims about your beverage?

7. Develop a SWOT analysis for your NAB company using the SWOT matrix worksheet in the course text (p. 153 | SWOT: Strengths / Weaknesses / Opportunities / Threats)

o   Hints: What are your company’s likely strengths? Have you chosen a beverage segment that is growing and lacks an entrenched competitor? Are you in a niche market that has great potential? What are the strengths that you and other team members bring to your company? Do you or other team members have previous experience in the food and beverage industry?
o   Hints: What are your company’s likely weaknesses? Is the competition in your industry segment entrenched? Is your own management team inexperienced? Will it be challenging to actually produce your product and maintain quality?
o   Hints: What are your company’s opportunities? Does your segment have more demand than supply? Have larger corporations stopped serving smaller or niche markets that you could enter? Is a new market emerging because of demographics, immigration, changing tastes?
o   Hints: What are your company’s threats? Is there a clear market leader that will be hard and expensive to displace? Are downward-pricing pressures in the segment making profit margins slim? Are there little or no barriers-to-entry for new competitors; if you have a novel idea that succeeds, can the competition easily enter your market? If you have a global aspect to your company, do factors such as currency fluctuations, political instability, offshoring or outsourcing pose threats?

8. Format your assignment according to these formatting requirements:
9. Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides; references must follow APA or school-specific format. Check with your professor for any additional instructions.
10. Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required page length.
11. Cite the resources you have used to complete the exercise. Note:There is no minimum requirement for the number of resources used in the exercise.

The specific course learning outcomes associated with this assignment are:

• Analyze the role of a company mission, vision, and objectives and the impact to business strategy.
• Describe strategic planning techniques used to formulate alternative strategies designed to achieve stated business goals.
• Analyze the external and internal environment for opportunities, threats, strengths, and weaknesses that impact the firm’s competitiveness.
• Use technology and information resources to research issues in strategic management.
• Write clearly and concisely about strategic management using proper writing mechanics.

BUS 599 Week 6 Assignment 2- Marketing Plan 

This assignment consists of two (2) sections: a marketing plan and sales strategy, and a marketing budget. Note: You must submit both sections as separate files for the completion of this assignment.
For the first six (6) months your company is in business—to give you time to perfect your product and to learn from actual customers—you will start marketing and selling in your own community, a radius of twenty-five (25) miles from where you live.
For most non-alcoholic beverages, marketing (as opposed to the actual product itself) is key to success. Cola drinks, for example, are fairly undifferentiated, as are many energy drinks, juices, bottled water, and the like. Companies producing these types of beverages differentiate themselves and attract market share through marketing and brand awareness—both of which are critical to success.
Section 1: Marketing Plan & Sales Strategy (MS Word or equivalent)
Write 3-4 page Marketing Plan & Sales Strategy section of your business plan, in which you:

1. Define your company’s target market.
   • Analyze the types of consumers who will be drinking your beverage in demographic terms (i.e., age, education level, income, gender, ethnic group, etc.). Support your analysis with actual data on the size of the demographic groups in your local community (nearby zip codes).
   • Outline the demographic information for your company specified on the worksheet in the course text (p. 107 | Demographic Description).
     • Hints: At American FactFinder (http://census.gov), you will find demographic information on potential consumers in your area. If you are selling through other businesses (such as grocery stores), indicate the number of those businesses in your local area. You will find information about such businesses in your local area at County Business Patterns (http://www.census.gov/econ/cbp/). Check Chapter 2 of Successful Business Plan for more research sources.
2. Assess your company’s market competition.
   • Use the factors listed in the course text graphic (p. 123 | Assess the Competition) to assess your company’s market competition.
   • Defend your strategy to successfully compete against market leaders in your segment.
     • Hints: For example, in the soft drink market, it is intimidating to try to compete against Coke and Pepsi. Newcomers in mature markets typically must pursue niche markets or even create new market categories, as Red Bull did with energy drinks.
   • Defend your plan to differentiate yourself from the competition using the information detailed on the worksheet in the text (p. 131 | Market Share Distribution).
     • Hints: Every business faces competition and the non-alcoholic beverage market is an especially crowded market.

3. Clarify your company’s message using the information provided on the worksheet in the text (p. 160 | The Five F’s).
   • • Hints: Before you choose your marketing vehicles, you must determine the message you want to convey through those vehicles.
4. Identify the marketing vehicles you plan to use to build your company’s brand. Justify the key reasons why they will be effective. Provide examples of other non-alcoholic beverage companies that use these tactics effectively.
   • • Hints: If you plan to use online marketing tactics, refer to the worksheet in the text (p.171 | Online Marketing Tactics) to aid your response. Remember that even if you’re selling through grocery stores you need to build your brand and social media is a major part of that in regard to beverages. Some of the marketing tactics that beverage companies use include: sampling in grocery stores, building a following on social media, sponsoring events, exhibiting at trade shows attended by retailers, and so on. You will use a combination of these tactics. For example, if you decide to give out samples in grocery stores, promote your sampling on your social media networks and those of the grocery store.
   • • Hints: If you are planning to distribute through resellers, describe how you plan to reach them, for example, through industry trade shows or by establishing your own sales force. For information on trade shows, visit the Trade Show News Network (http://www.tsnn.com). You can exhibit or network at these shows.

5. Format your assignment according to these formatting requirements:

1. Cite the resources you have used to complete the exercise. Note: There is no minimum requirement for the number of resources used in the exercise.
2. Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides; references must follow APA or school-specific format. Check with your professor for any additional instructions.
3. Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required page length.

Section 2: Marketing Budget (MS Excel worksheets template)
Section 2 uses the “Business Plan Financials” MS Excel template (see: Course Required Files in Week 1). Use the “Business Plan Financials Guide” (see: Course Required Files in Week 1) to support your development of the Marketing Budget.

6. Complete the Marketing Budget worksheet for your company.
   • • Hints: The goal of the marketing budget is to help you determine how much it will cost you to reach your market and achieve your sales goals.
     • Hints: When filling out the “Marketing Budget” worksheet in the Excel spreadsheet:
       • Begin in the current year and complete a marketing budget for the first year of your business. The information you enter in the marketing budget spreadsheet will flow through to your “Income Statement” in the Business Plan Financials.
       • Leave the number at zero (0) for any marketing vehicles you do not intend to use.
       • Remember that all marketing activities involve costs. If social media represents a significant portion of your marketing, assume you will have cost of advertising and that should be reflected on your budget. Even if a social media site charges nothing to use it, you will need to use company resources to manage the site, pay someone to execute your social media marketing campaigns, and will most likely pay for ads on that site.
       • Do NOT leave the “Marketing Budget” blank, assuming you will not have any marketing costs.

The specific course learning outcomes associated with this assignment are:

• Recommend effective business strategies based on an analysis of domestic and global operating environments, market dynamics, and internal capabilities.
• Analyze competitive positions including foreign market entry and the resulting impact on business strategy.
• Use technology and information resources to research issues in strategic management.
• Write clearly and concisely about strategic management using proper writing mechanics.

 BUS 599 Week 8 Assignment 3 Part 1 and 2

Use the “NAB Company Portfolio”.

Write a three to six (3-6) page paper in which you provide the following information below.

Operations Plan (1 – 2 pages)

Note: Remember to assign a dollar amount to each operational cost you find, as you will need these figures for your income statement and cash flow in Week 8.

1. Create an operations plan for your NAB company using the template in the text as a guide (p. 214 | Operations Plan Preparation Form ). Extract appropriate information from the NAB Company portfolio, where applicable. Other required items in the template should be filled in using your personal preferences.
2. Provide a rationale for the competitive advantages section using appropriate functional-level and business-level strategies to explain the competitive advantages.
   • Note: Much of the research pertaining to the hints provided here can be found in the NAB company portfolio.
   • Hints: Consider whether you will rent or buy your facilities or outsource production to an existing company.
   • Hints: One of your biggest expenses as a startup non-alcoholic beverage company will be transitioning from a small batch prototype of your beverage to production on a large scale. Research the equipment you will need (vats, refrigerators, burners, ovens, bottling equipment, and so on), whether you will rent or buy, how you will maintain and clean it, and so forth. Consider how you will ensure quality control. What capacity do you intend to reach?
   • Hints: Deliberate your inventory control. Where do your supplies come from and what is your turnaround time to produce your beverage once you have received an order?
   • Hints: Consider your distribution method. Refer back to your notes for the SWOT analysis assignment in Week 2 of class.
   • Hints: How will you stay abreast of new developments in your industry? What new products do you have in development now, in addition to your flagship product?
3. Describe your research and development activities and explain how they will contribute to the company.

Technology Plan (1 – 2 pages)

4. Create a technology plan for your NAB company using the template in the text as a guide (p. 227 | Technology Plan Preparation Form ). Extract appropriate information from the NAB Company portfolio, where applicable. Other required items in the template should be filled in using your personal preferences.
5. Provide a rationale for the personnel needs section by incorporating appropriate functional-level strategies.
   • Hints: Consider the type of technology your company will use to conduct the following activities: manage personnel; take, fulfill, and track orders; manage inventory; communicate with customers and provide customer service; and produce your beverage.

Management & Organization (1 – 2 pages)

6. Create a management plan for your NAB company using the template in the text as a guide (p. 248 | Management Plan Preparation Form ). Extract appropriate information from the NAB Company portfolio, where applicable. Other required items in the template should be filled in using your personal preferences.
7. Using the flow charts on p. 242 as a guide, outline your company’s management hierarchy. Note: Charts or diagrams must be imported / included in the MS Word document.
8. Provide a rationale for the management structure and style section by incorporating appropriate functional-level strategies.
9. Format your assignment according to these formatting requirements:
   1. Cite the resources you have used to complete this exercise. Note: There is no minimum requirement for the number of resources used in the exercise.
   2. Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides; references must follow APA or school-specific format. Check with your professor for any additional instructions.
   3. Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required page length.

The specific course learning outcomes associated with this assignment are:

• Create a plan to implement a firm’s strategy and manage the change from current operations.
• Describe strategic planning techniques used to formulate alternative strategies designed to achieve stated business goals.
• Use technology and information resources to research issues in strategic management.
• Write clearly and concisely about strategic management using proper writing mechanics.

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BUS 519 All Assignments

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BUS 519 Assignment 1 Assess Organizational Readiness

Note: The assignments are a series of papers that are based on the same case, which is located in the Student Center of the course shell. The assignments are dependent upon one another.

Review the assigned case study (attached) and complete this assignment.

Write five to seven (5-7) page paper in which you:

1. Analyze how the Critical Success Factors (CSFs) apply to the facts of the case study. Provide examples to support your analysis.
2. Determine the project benefits, organizational readiness, and risk culture of the company in the case study. Provide justification for your response.
3. Develop at least three (3) project risk recommendations based on the analysis from criteria number 1 and 2 of this assignment.
4. Identify the initial categories of risk (RBS Level 1 and 2) that you see as being present in the case study using the Example Risk Checklist (Figure A-2, Hillson & Simon text).
5. Use at least four (4) quality resources in this assignment.

Note: Wikipedia and similar Websites do not qualify as quality resources.

Your assignment must follow these formatting requirements:

• Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides.
• Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required assignment page length.

BUS 519 Assignment 2 Risk Management Plan

Note: The assignments are a series of papers that are based on the same case, which is located in the Student Center of the course shell. The assignments are dependent upon one another.

In this assignment, you will create a risk management plan. You have a budget of $100,000 and a timeline of six (6) months for the plan. Please refer to Figure A-1, Risk Management Plan Template, from Appendix A of the Hillson and Simon text to create the plan.

Write an eight to ten (8-10) pages paper Risk Management Plan Component paper in which you:

1. Prepare the Scope and Objectives of the Risk Management Process section of the Risk Management Plan based on the facts presented in the case study.
2. Determine the project size, based on the facts presented in the case study, and provide justification based on Figure 3-4, Example Project Sizing Tool (Chapter 3 of the Hillson and Simon text).
3. Select the risk tools and techniques, and complete the Risk Tools and Techniques section of the Risk Management Plan for both the qualitative and quantitative aspects of the project. Provide a rationale for the selection.
4. Develop the Risk Reviews and Reporting section of the Risk Management Plan based on the project size previously determined.
5. Define the Probability and Impacts section of the Risk Management Plan and justify the values assigned.
6. Define the Risk Thresholds section of the Risk Management Plan and justify the values assigned.

Your assignment must follow these formatting requirements:

• Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides.
• Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required assignment page length.

BUS 519 Assignment 3 Risk Workshop and Risk Register

Write an eight to ten (8-10) pages paper Risk Workshop and Risk Register Component paper in which you:

1.     Identify the required pre-workshop activities.

2.     Prepare a risk workshop agenda based on Figure B-8, Sample Agenda for a First Risk Assessment / Two – Day Risk Workshop (Appendix B of the Hillson and Simon text). Include suggested time intervals for each activity and justify why each agenda item is relevant for this case.

3.     Determine the top five (5) threats in a risk register following Figure B-11, Sample Simplified Risk Register Format (Appendix B of the Hillson and Simon text). Include information from the case for each threat.

4.     Justify the assignment of probability and impacts for each threat identified in criterion number 3 of this assignment.

5.     Document the top three (3) opportunities in a risk register following Figure B-11, Sample Simplified Risk Register Format (Appendix B of the Hillson and Simon text). Include information from the case for each opportunity.

6.     Justify the assignment of probability and impacts for each opportunity identified in criterion number 5 of this assignment.

1. Use at least two (2) quality resources in this assignment.

Note: Wikipedia and similar Websites do not qualify as quality resources.

Your assignment must follow these formatting requirements:

• Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides.
• Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required assignment page length.

BUS 519 Assignment 4 Project Process

Note: The assignments are a series of papers that are based on the same case.  The assignments are dependent upon one another

During the project life cycle, project risk reviews and reports are required as previously identified in the risk management plan. Two months after the project started, the following events have taken place:

1.     The top-two (2) threats have occurred.

2.     The top opportunity has been realized.

3.     The project’s risk budget is already exhausted.

4.     The risk management schedule has been shortened by two (2) months.

Write a five to seven (5-7) pages spaper in which you:

1. Analyze the impact of those events on the project.
2. Determine if any mitigation activities are required and explain why.
3. Determine if budget / schedule changes are necessary and explain why.
4. Update the risk register and highlight the changes made. Provide the justification for the changes.
5. Use at least four (4) quality resources in this assignment.

Note: Wikipedia and similar Websites do not qualify as quality resources.

Your assignment must follow these formatting requirements:

• Be typed, double spaced, using Times New Roman font (size 12), with one-inch margins on all sides.
• Include a cover page containing the title of the assignment, the student’s name, the professor’s name, the course title, and the date. The cover page and the reference page are not included in the required assignment page length.

 

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BUS 458 Entire Course

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BUS 458 Week 1 Assignment Tax and Retirement Planning

Tax and Retirement Planning. After reviewing the required articles for this week and researching at least two other relevant sources in the Ashford Library and the internet, describe the possible tax issues a client would need to address in a financial plan. In addition, evaluate the various retirement plans available to most savers. The paper should be two to three pages (not including title and reference pages) and formatted according to APA style guidelines.

BUS 458 Week 1 DQ 1 Financial Planning Process

Financial Planning Process. In Chapter 1, the steps in the process of financial planning and building blocks of the financial planning pyramid are described. Some observers feel that the role of financial planners is overrated and that with a bit of common sense individuals could provide financial planning themselves. In 200-250 words, respond to this opinion and illustrate the rationale behind your response.

BUS 458 Week 1 DQ 2 Industry Regulation

Industry Regulation. Many market participants feel that the financial services industry is one of the most regulated industries on the planet and is, in fact, overregulated and such constrictions prohibits growth and unnecessarily adds costs. In 200-250 words, indicate why you agree or disagree with this opinion. Guided Response: Review several of your peers’ posts. Comment on their insights regarding the current disposition of regulatory involvement in the industry. Respond to at least two of your peers and provide recommendations to extend their thinking in the area of governmental coverage of planner behavior.

BUS 458 Week 2 Assignment Risk Return and Investments

Risk, Return, and Investments. After reviewing the required articles for this week and researching at least two other relevant scholarly sources in the Ashford Library and/or on the Internet, include the following in your paper:

1. Describe why it is important for a financial planner to assess a client’s risk tolerance.
2. Explain how to determine a client’s risk tolerance.
3. Explain the risks associated with each of the following asset classes: stocks, bonds, cash, real estate, and
   precious metals.
4. Describe the potential returns a client should expect from each of the asset classes.

The paper must be two to three double-spaced pages in length (not including title and reference pages) and formatted according to APA style guidelines.

BUS 458 Week 2 DQ 1 Client Communication

Client Communication. Chapter 3 deals with client communication aspects. In 200-250 words, describe any potential issues with obtaining trust and relevant information from clients. Is it easy for people to talk about their financial situation? Why? For what reasons would clients give misinformation to financial advisers?
Guided Response: Review several of your peers’ posts. Give feedback to at least two of your peers as to the validity of their responses.

BUS 458 Week 2 DQ 2 Decision Making

Decision Making. Read the article, “Dan Isenberg Part 2: Behind Every Great Entrepreneur is a Great Entrepreneur.” Based on the interview, describe the challenges that an entrepreneur will face given the risk of failure. Chapter 4 introduces the behavioral finance approach to decision making. Compare this approach to the traditional decision-making approach and indicate which you feel is more useful in the formation of a financial plan. Respond to at least two of your classmates’ posts.

BUS 458 Week 3 Assignment Risk Management and Estate Planning

Risk Management and Estate Planning. After reviewing the required articles for this week and researching at least two other relevant sources in the Ashford Library and/or on the Internet:

1. Describe the role of insurance in the risk management aspect of a financial plan.
2. Analyze the estate planning tools and techniques relevant in financial planning.

The paper should be two to three pages (not including title and references pages) and formatted according to APA style guidelines.

BUS 458 Week 3 DQ 1 Professional Judgment

Professional Judgment. Chapter 5 illustrates the need to employ professional judgment in the crafting of a financial plan. Some feel that professional judgment is hard to actually define. Do you agree or disagree with this statement. Why? In 200-250 words, indicate your response with corresponding rationale. Guided Response: Review several of your peers’ posts. Give additional advice to at least two of your peers on how to extend their responses.

BUS 458 Week 3 DQ 2 Know Thy Customer

Know Thy Customer. In Chapter 6, the concept of “know thy customer” is discussed. In 200-250 words, examine how static this knowledge is. Discuss the dangers to the adviser who violates this rule. Guided Response: Analyze several of your peers’ posts. Let at least two of your peers know how to advance their thinking on this.

BUS 458 Week 4 DQ 1 Triangulation

Triangulation. In Chapter 7, the concept of triangulation is defined. In 200-250 words, discuss this concept within the context of professional judgment on the part of the financial planner and how analysis is accomplished in the preparation of a financial plan.
Guided Response: Review several of your peers’ posts. Challenge them to extend their thinking. Be sure to respond to at least two of your peers.

BUS 458 Week 4 DQ 2 Implementation and Monitoring

Implementation and Monitoring. According to Chapter 8, the implementation and monitoring of a financial plan’s recommendations are essential parts of the systematic process. In 200-250 words, illustrate why implementation and monitoring are perhaps the most important aspects of the financial planning process.
Guided Response: Evaluate several of your peers’ posts. Let at least two of your peers know your thoughts on their responses and add to the conversation of possible outcomes if implementation and monitoring plans do not occur.

BUS 458 Week 5 DQ 1 Needs Problems Goals

Needs, Problems, Goals. In 200-250 words, discuss the components which make up a financial plan. Contrast the relative importance of each component.
Guided Response: Review several of your peers’ posts. Give additional input to at least two of your peers regarding their exploration of the relative importance of the components.

BUS 458 Week 5 DQ 2 Financial Plan Competent

Financial Plan Competent. In 200-250 words, discuss what the most likely client needs, problems and goals are that a financial planner will want to address in a financial plan.
Guided Response: Analyze several of your peers’ posts. Let at least two of your peers know how their responses are insightful and add to their thinking with relevant examples and illustrations.

BUS 458 Week 5 Final Project The Construction of a Financial Plan for a Client

The Construction of a Financial Plan for a Client
Construct a basic financial plan for a client. The client can be you, a family member, or a friend. The client has to be someone from whom you can gain financial information and interview for goals, objectives, special problems, and net worth knowledge.
Refer to Chapter 9 of the text for guidance to formatting a basic financial plan. When applicable, include
tables/charts/graphs to illustrate quantitative data or to support the narrative. The financial plan should include:
A financial plan style cover page
Client profile, summary of goals and assumptions
Develop an executive summary of observations and recommendations
Construct a cash flow analysis (a simple net cash flow evaluation: cash inflows minus cash outflows)
Construct a net worth analysis. (a simple balance sheet for the client: assets minus liabilities = net worth)
Tax analysis (what can the client do to minimize taxes?)
Retirement analysis (determine if client’s current investments and savings will be sufficient to sustain long-term retirement)
Insurance/risk management analysis (determine how much life insurance is needed to replace income and consider if any of the following needs to be covered—health/disability, long-term care, property/liability insurance, umbrella insurance)
nvestment analysis (Include an identification of risk tolerance, complete an asset allocation analysis, and consider risk/return of current portfolio (what it should be and how the portfolio should be altered)
Estate planning analysis (consider all options to see if relevant to the client)
Specialized analysis (be sure to include at least one of the following—educational funding, planning for special needs, refinancing scenarios, or saving for special problems)
Implementation and monitoring section
Provide a one-page summary describing your role in the process of developing this financial plan: include a discussion of client relation and interaction, the research and analysis process (including assessment of risk), development of the financial plan, and delivery of the financial plan to the client.
The financial plan should be eleven to fourteen pages in length (not including title and reference pages).
Be sure to include a minimum of three but no more than five references (cite all references properly according to APA style). The financial plan should be eleven to fourteen pages in length (not including title and reference pages).

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