CompetencyAnalyze leadership roles, techniques, and challenges in leading teams.Scenario InformationAs a leader, you have been tasked with building a team whose purpose is to recommend a new performance evaluation system. The current system is outdated and greatly reduces employee morale each year.InstructionsAs the leader of this problem-solving team, you are tasked with leading a high performing team. During the process of leading and managing the team, you have noticed things could improve, such as interpersonal and analytic skills. The company has asked you for a one-page report outlining the challenges of the team and your recommendations.In your report, you will want to:Discuss interpersonal skills and analytic skills needed when managing teams.How do the different leadership roles impact the team process?Discuss different challenges that may arise while leading the team.What are different types of strategies a team leader can use to develop a high-performing team?Provide your recommendations for the best strategy you will use, as the leader of the team, to build a high-performing team and overcome challenges you may face when managing the team.

Prompt Imagine you are a newly hired manager at a publicly traded, global corporation of your choosing. You have been asked to review the company’s past and current  financial performance and health and make initial financial projections in order to begin planning for the upcoming year. Your supervisor is particularly interested in a fresh perspective on what your analysis reveals about potential risks and opportunities, as well as recommendations for next steps. Because you will eventually need to convince internal stakeholders, including senior management, of the feasibility and desirability of your suggested activities, it is important that you justify your projections and recommendations, explaining how they were informed by existing information and modeling different scenarios. Your financial analysis and projection report will include several financial tables, along with a comprehensive narrative describing the company’s context and financial performance and health, and your analytical approach and conclusions. Your report should be geared toward an executive audience with basic accounting and finance knowledge and should be well organized, clear, concise, convincing, and free of distracting errors. Note that, in addition to the company’s financial statements and website, other authoritative news sources—such as annual reports and external sites like Bloomberg—may offer insights that facilitate analysis or provide information on the company’s priorities, challenges, and geographic distribution. Specifically, your financial analysis and projection report must include the following critical elements. Most of the critical elements align with a particular course outcome (shown in brackets). Executive Summary: Clearly and concisely summarize your principal findings, projections, and recommendations as a manager, with the goal of persuading busy executives to support your ideas and read further. Provide your intended audience with a solid but brief sense of the parameters of your analysis and who you would consult in refining it further, and why. Remember that your goal is to convince readers of the validity of your observations while recognizing limitations that affect business decisions. II. Financial Performance and Health: In this section, you will evaluate the company’s recent financial performance and current financial health, given its organizational context. In particular, you must cover the following: A. Organizational Context 1. What key goods or services does your company provide, for whom, where, and why? How do these features of the company (major products or services, customers, location, etc.) help set the boundaries for business decisions? [MBA-520-02] 2. How is the company organized and managed (by product groups, geographic region, function, etc.)? How does that affect accounting and financial information and subsequent business decisions? [MBA-520-02] B. Recent Financial Performance 1. Assess what the company’s consolidated income statements for the last three years say about its financial performance. Use relevant indicators, graphs, and spreadsheets to support your narrative. (Include all spreadsheets in an appendix.) For example, what do the amounts and year-to-year changes in revenue, operating income, net profit or loss, and earnings before interest, taxes, depreciation, and amortization tell you? Do any items stand out? [MBA-520-01] 2. Assess what the company’s consolidated cash flow statements for the same time period say about its financial performance. Use relevant indicators, graphs, and spreadsheets to support your narrative. For example, what do the amounts and year-to-year changes in cash from operating activities, cash from investing, cash from financing, and total cash flow tell you? Do any items stand out? [MBA520-01] 3. Assess the company’s underlying financial performance. Support your answer with the analysis above and relevant research. For example, is recent performance substantially affected by unusual events such as a major acquisition or spin-off? Is the business thriving or struggling in its industry? How do you know? [MBA-520-01] C. Current Financial Health 1. Assess how the company is capitalized and what that tells you about its financial health. Support your response with relevant graphs, spreadsheets, and indicators such as cash and cash equivalents, total debt, shareholders’ equity, current ratio, debt/equity ratio, and days sales outstanding (DSO). For example, does the company have enough cash for payroll and other bills? Does it have the right mix of debt versus equity (stock)? How do you know? [MBA-520-01] 2. Does the company have the right amount of cash and other resources (e.g., key people, technologies, reputation, physical assets) to fuel future growth? What does this suggest for business decisions? For example, if it has too much cash, should it pay a large dividend, repurchase its own shares, or reinvest the excess funds? [MBA-520-02] 3. Assess the financial value of the company using relevant indicators. What does your assessment imply for future business health and performance? For example, what is the business’s current market value? What is its price-to-earnings ratio? What do these suggest about investor perceptions of the business’s future? [MBA-520-01] III. Success Factors and Risks: Use this section to discuss the factors that may affect current and future performance. Specifically: A. How do the company’s financial and strategic priorities affect accounting procedures and business decisions? How might that affect business success? For example, is management growth-oriented or efficiency-oriented? What is the company’s approach to risk and short- versus longterm planning horizons? [MBA-520-03] B. How might the company better capitalize on nonfinancial factors such as market share, reputation, human resources, physical facilities, or patents? Support your response with relevant research and analysis. [MBA-520-03] C. What are the most significant internal risks to the company’s financial performance? Give evidence to support your response. For example, is the company vulnerable to technological changes or cyberattacks? Loss of high-talent personnel? Production disruptions? [MBA-520-03] IV. Projections: Using what you know about the company’s financial health and performance, forecast its future performance. In particular, you should: A. Project the company’s likely consolidated financial performance for each of the next three years. Support your analysis with an appendix spreadsheet showing actual results for the most recent year, along with your projections and assumptions. Remember that your supervisor is interested in fresh perspectives, so you should not just replicate existing financial statements: You should add other relevant calculations or disaggregations to help inform decisions. [MBA-520-04] B. Modify your projections for the coming year to show a best- and worst-case scenario based on the potential success factors and risks you identified. As with your initial projections, support your analysis with an appendix spreadsheet, specifying your assumptions and including relevant calculations and disaggregations beyond those in existing financial reports. [MBA-520-04] C. Discuss how your assumptions, forecasting methodology, and information gaps affect your projections. Why are your projections appropriate? For example, are they consistent with the company’s mission and priorities? Aggressive but achievable? How would changing your assumptions change your projections? [MBA-520-04] Business Opportunities: In this section, discuss the incremental impact of a hypothetical but reasonable and simple new investment project, such as a new product or facility or a cost-cutting investment, as an initial step in thinking about the future. Be sure to address the following: A. Based on your knowledge of this company, what is a likely investment it would consider and why? Be sure to describe the basic features of the investment as a foundation for considering its potential financial impact. [MBA-520-05] B. Evaluate the approximate costs and benefits of the investment you identified, explaining how they would affect your spreadsheet projections and business decisions. Estimates are sufficient but should be grounded in common sense and insight into the company. [MBA520-05] C. Assess the implications of how the potential investment affects budgeting and related business decisions. For example, does the investment involve significant cash spending this coming year, followed by benefits in the following year? How might that affect short-term and long-term spending priorities? Does the benefit outweigh the cost? [MBA-520-05] Use the critical elements as sub- headings to get all your points.

Step 1: Complete Income StatementIt is time to build the formulas needed to complete the income statement. Begin working on the Income Statement worksheet and complete formulas for all of the cells marked in gray. Enter the formula to calculate the Condo Rentals Revenue in C13 Multiple the Quantity of Condo Rental Days * the Price for Condo Rental.Enter the formula to calculate the Ski Lift Revenue in C14 Multiple the Quantity of Ski Lift Tickets * the Price for Ski Lift Tickets.Enter the formula to calculate the Winter X Games Revenue in C17 Multiple the Quantity of X Games Tickets * the Price for X Games Tickets.Enter the formula to calculate the Total Revenues in C20 and Total Expenses in C34. Make sure the cell references for Total Revenues and Total Expenses are placed in cells C37 and C38 respectively.Enter the formula to calculate the Net Income in cell C39. Apply professional formatting to all of this data using the image below as a guide.Income StatementStep 2: Build the One-Variable Data TablesNow that the Income Statement is complete, begin to address the questions about the condo rentals and ski lift tickets.Build a one-variable data table based on condo rental days. The initial values for Revenue and Net Income for cells I6 and I7 should be cell references from the income statement. Build a one-variable data table based on the quantity of ski lift tickets. The initial values for Revenue and Net Income for cells I14 and I15 should be cell references from the income statement.Apply conditional formatting to highlight Net Income of at least $250,000 for each of the one-variable data tables. In cell G17, a question exists. "If management has a target net income of at least $250,000, which of the above SPECIFIC scenarios in the condo rentals or ski tickets one-variable data table would you recommend using? Explain your reasoning." Make sure you place your answer in the text box beginning in cell G20.Apply professional formatting to all of this data using the image below as a guide.One-Variable Data Tables Step 3: Build the Two-Variable Data TableOnce the one-variable data tables are complete, begin to address the questions about the X Games tickets sold. Build a two-variable data table based on the quantity and price of the X Games tickets sold. Enter a reference to Net Income in cell I27 from the income statement. Apply conditional formatting to highlight Net Income of at least $250,000 for each of the two-variable data table.In cell G37, a question exists. "If management has a target net income of at least $250,000. Which of the above SPECIFIC combinations of price and quantity of X Games Tickets in the two-variable data table would you recommend using? Explain your reasoning."Make sure you place your answer in the text box beginning in cell G40.Apply professional formatting to all of this data using the image below as a guide.Two-Variable Data TableStep 4: Create the Scenario SummaryYou addressed quite a few questions. Now it is time to create a Scenario Summary. Assign names to all of the income statement cell values in column C in the assumptions, revenues, expenses, and summary sections using the labels in column B. For example, select cells B5:C10, and then on the Formula tab in the Defined Names Group, select "Create from Selection" and use the left column as the name (repeat on lower sections).Build three scenarios by changing cells C8, C15, C16, C29, and C30 using the following data: Optimistic, Mid-range, and Pessimistic.Scenario DetailsGenerate the Scenario Summary using C37:C39 as the result cells.Move the Scenario Summary sheet after the Income Statement and apply professional formatting to all of this data using the image below as a guide. Completed ScenariosStep 5: Create Pivot Tables From Warming Hut DataSelect the Warming Hut Sales Worksheet. You notice the data are not formatted or organized well. Use the Warming Hut Sales data to build Pivot Tables.Build the first Pivot Table to summarize total sales by category and by location. Name this sheet Pivot Table 1.Build the second Pivot Table to summarize total sales by category and by season for only the Summit View location. Name this sheet Pivot Table 2.Build the third Pivot Table to summarize total sales by month and by product for only the Mogul Hill location. Name this sheet Pivot Table 3. Choose one of the created Pivot Tables and add a professional chart to the same worksheet. Make sure you explain the chart and what it shows in your Documentation sheet.Apply professional formatting to all of this data using the image below as a guide. Click Image to ExpandStep 6: Create a Documentation SheetClean up the formatting of your Excel workbook, taking into account professional appearance. The Minimum Requirement (per the Grading Rubric)Insert a new spreadsheet into the workbook. The documentation sheet should be the first sheet in the workbook.Make certain all contents of the workbook are properly noted on the documentation sheet. For the sheet with chart, add an explanation of the chart you selected and what this chart shows.Make certain each tab has a descriptive name for each tab (sheet) in the workbook.Create the professional documentation worksheet. Be sure to include a description of each worksheet. An image is provided below.Click Image to Expand TranscriptFinish and SubmitSave your Excel file. Make sure you are aware as to where your files are physically saved. Saving your file often is good practice (Ctrl + s).Your Excel file should contain seven worksheets.Documentation PageIncome StatementScenario SummaryWarmingHutSalesPivot Table 1Pivot Table 2Pivot Table 3