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JFT2 Organizational Management Task 2


Competency 329.2.1: Strategic Thinking and Execution - The graduate applies strategic thinking to the challenge of executing a strategic plan and demonstrates the ability to manage strategically.
Competency 329.2.3: Responsibility Centers and Balanced Scorecards - The graduate designs responsibility centers and develops a balanced scorecard system to improve strategic success.


In this task, you will analyze the “Utah Symphony and Utah Opera: A Merger Proposal” case study. You will develop a proposed action plan for the new leader, Anne Ewers, to help her in the development of a new strategy to measure the success of the ongoing merger process. The strategic goals for the first year of the merger include the following:

•  Integrate the business processes of the two companies

•  Reduce overall expenses as a percentage to profit

•  Retain key employees

•  Maintain audience base for both the Utah Opera and the Utah Symphony

•  Identify and pursue synergistic opportunities between the two companies


Create an analysis document (suggested length of 7–10 pages) in which you complete the following.

A.  Develop an action plan for Anne Ewers by doing the following:

1.  Analyze the financial and leadership strengths and weaknesses of the Utah Symphony before the merger.

a.  Recommend the key steps Anne should take to address these weaknesses.

2.  Analyze the financial and leadership strengths and weaknesses of the Utah Opera before the merger.

a.  Recommend the key steps Anne should take to address these weaknesses.

3.  Analyze the four aspects of the scorecard from the attached “Business Scorecards” for each company.


B.  Develop a balanced scorecard for the merged company based on the specified strategic goals.

Note: The response must include all components of the balanced scorecard: vision, business model, 4 aspects (customer, financial, internal process, learning and growth). Each of the 4 aspects must include strategic goal, critical success factor, and measure.

C.  Analyze both the strengths and weaknesses of the proposed merged company, for each of the four aspects of the scorecard you developed in part B.


D.  Identify one highly probable issue that could arise during the merger process for each of the following areas:

•  Finance

•  Human resources

•  Customer satisfaction

1.  Recommend actions that the new merged company executive could take to mitigate each of these identified issues.


E.  When you use sources, include all in-text citations and references in APA format.


Note: When bulleted points are present in the task prompt, the level of detail or support called for in the rubric refers to those bulleted points.

Note: For definitions of terms commonly used in the rubric, see the Rubric Terms web link included in the Evaluation Procedures section.

Note: When using sources to support ideas and elements in a paper or project, the submission MUST include APA formatted in-text citations with a corresponding reference list for any direct quotes or paraphrasing. It is not necessary to list sources that were consulted if they have not been quoted or paraphrased in the text of the paper or project.

Note: No more than a combined total of 30% of a submission can be directly quoted or closely paraphrased from sources, even if cited correctly. For tips on using APA style, please refer to the APA Handout web link included in the General Instructions section.

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  • Submitted On 18 Oct, 2013 18:24:49

Task 2 In this task, you will

Word Count 25
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