2023 Principles of Marketing Portfolio

Principles of Marketing Portofolio

WRITING YOUR ASSIGNMENT, WHICH IS A PORTFOLIO WITH MANY PICTURES AND PRINT SCREENS
3000 WORDS:
• This assignment must be completed individually.
• You must use the Harvard referencing system.
• Your work must indicate the number of words you have used. Written assignments must
not exceed the specified maximum number of words. When a written assignment is marked, the
excessive use of words beyond the word limit is reflected in the academic judgement of the piece of
work which results in a lower mark being awarded for the piece of work
• Assignment submissions are to be made anonymously. Do not write your name anywhere on
your work.
• Where the assignment comprises more than one task, all tasks must be submitted in a single
document.
• You must number all pages.
SUBMITTING YOUR ASSIGNMENT: In order to achieve full marks, you must submit your work before
the deadline. Work that is submitted late – up to five working days after the published submission
deadline – will be accepted and marked. However, the element of the module’s assessment to which
the work contributes will be capped with a maximum mark of 40%.
ASSIGNMENT QUESTION
Chosen company: Waitrose
If you choose any other company you will be graded 0.
Use a portfolio approach (visuals and written commentary) to demonstrate how four of the seven
marketing mix elements the company has used in the UK since 2019 reflect how it divides the
market (Segmentation), who it is seeking to serve (Targeting), and how it wants to be perceived by
the target market segment (Positioning). (40 marks) Take pictures or use screen shots to evidence
your findings. MAKE SURE THAT ANY SCREENSHOTS ARE WITHIN THE LAST THREE YEARS OR YOU
WILL LOSE MARKS. ALSO ENSURE THEY ARE ONLY UK BASED.
• Write about the Segmentation bases the company uses, the parts of the segment they are
Targeting and their probable Positioning.
• Research any four of the marketing mix elements (P’s) that are visible to the public and
consider how they are used to reinforce/ underpin the company’s STP. Choose four that you will
write about and support with visual evidence.
• Submissions that put the P’s in a table were not as strong as others so this format is not
recommended.
• Here are some questions you can ask yourself under each of the marketing mix categorises
and remember to focus on four:

• Promotional Mix and Activity. This will likely be the most visible marketing mix element, and
it is advised you include it in your assessment. Remember this is the only marketing mix tool with its
own sub group. You only need to include the ones you think are most important to the company,
NOT ALL TEN.
o Advertising (where and how do they advertise? what are the messages/ target
audience/positioning/ brand signals etc.)
o Public Relations and Publicity (what are others saying about the company in the mainstream
and industry press and third party media channels? What press releases has the company issued?)
o Events and experiences- (What activities and programmes does the company sponsor? is the
company undertaking any CSR? / are they sponsoring community groups/ events? why do you think
they do this?)
o Personal Selling (How are staff members used to promote the company)
o Direct Marketing (sign up to their newsletters/ mailing lists- what promotions do they send
you?)
o Packaging- How does the company use its packaging to promote itself?
o Mobile Communications How does the company promote itself using mobile devices such as
tablets, phones and laptops- think about ads/ SMS messages.
o Online Communications what online platforms does the company use to engage existing or
potential customers, raise awareness, improve image or generate sales. Look to owned media such
as websites, blog pages, and apps. Do not include social media here as it has its own category.
o Word of Mouth Marketing (Is there evidence of testimonies? What are others saying about
the company? There is some crossover with earned channels from 2.7, above so avoid duplication)
o Social Media Marketing- (How is the company utilising social media? What types of
messaging/ conversations are taking place and how does this reflect/ reinforce positioning and
brand personality?)
o Consider the theories/ models/ strategies that you have been taught- can you see them
being reflected or applied in your findings?
• Product- What are their products? How are they displayed? How is branding used in the
packaging? Is there evidence of the product life cycle or appeal to Roger’s Diffusion of Innovation
segments?
• Place- Where are the products/ services accessed (i.e. online, brick and mortar, via a third
party)? What delivery options do they have? How does this reflect strategy?
• Price – What pricing strategies are they applying? How does this reflect their generic
strategy?

• People- How are staff used in the business? What efforts do they make to create a
community amongst customers?
• Physical evidence- How does the company demonstrate its existence? This is more relevant
to service based companies so bear that in mind. Areas such as logo, website, branding will be key
here.
• Process- How many steps to contact/ purchase/ complaints are there? Is the process more
complex than competitors, or less so?
• Within your findings you should include analysis on how the company has applied business
and marketing strategies, theories and models that you have been taught in this module. (30 marks)
• This is not a separate task so you must include theory in your research findings of each of
the chosen four P’s. Your findings of the four selected P’s must not merely rely on description. To
increase marks you need to include how they reflect taught theory, strategy, and models.
• The best way to do this is to:
a) Describe what you find.
b) Analyse your findings (why have they done this and/ or what is the likely impact?).
c) Link your findings to taught theory/ strategy/ models.
• To conclude your portfolio, identify and/or suggest metrics the company has available to
measure the success of its marketing activities. (20 marks)
• How does/ can the company measure effectiveness? (i.e. company KPI data/ social media
comments, likes, shares).

The content of your portfolio must display academic skill and integrity, appropriate to level five
studies. (10 marks)
• Here you need to apply robust referencing, good grammar and good layout.
• This will include labelling images with numbers that are referenced in your written content
(i.e. “Fig. 1 shows X”), creative layout of images, no watermarks on images, Harvard referencing of
images and written content, a good array of reference sources.
You must make reference to taught theories/ models/ strategies throughout your work
See above and remember to:
a) Describe what you find
b) Analyse your findings (why have they done this and/ or what is the likely impact?)
c) Link your findings to taught theory/ strategy/ models

ASSESSMENT CRITERIA
• Knowledge of relevant literature that would permit an understanding of affective marketing
mix solutions. This will take the form of strategies and tactical plans that are supported by a sound
information base.
• Depth of research and analysis skills that consistently draw on taught theory, models and
strategy.
• The ability to identify creative marketing skills and knowledge in a practical and applied
situation. The work should demonstrate intellectual originality and imagination.
• Academic skills appropriate to level five studies. This will include grammar, layout and
referencing.
READING REQUIREMENT
Your work must be fully supported with references (cited in the Harvard style). You must use all of
the following:
• Kotler, P., Keller, K., Goodman, M., Brady, M., and Hansen, T., 2019. Marketing
Management. 4th European Edition. 4th edition. Harlow: Pearson.
• Chaffey, D., Ellis- Chadwick, F., 2019. Digital Marketing, Strategy, Implementation and
Practice. 7th edition. Harlow: Pearson
• Andrews, J., and Shimp, T., 2017. Advertising, Promotion, and other Aspects of Integrated
Marketing Communications. 10th edition. South West- Cengage Learning.
• At least three other academic sources (e.g. publications/ journals).

Here is a suggestion as to how you can structure your portfolio

  1. Contents page with word count breakdown.
  2. Introduction.
    Brief company introduction and purpose of the portfolio.
  3. Segmentation, Targeting and Positioning of company X
    Which segmentation base/s is used (Demographic/ Geographic/ psychographic/ Behavioural)
    Which specific segment are they targeting? Could it be families, females of a certain age group,
    Those with a passion for the environment?
    What is the company positioning? ( i.e. to provide products/ services at a lower price, better quality,
    better customer experience, industry experts etc.)
    Include visual evidence to support what you write.
  4. How four of the marketing mix P’s reflect segmentation, targeting and positioning
    4.1 First P (i.e. promotion)
    4.2 Second P (i.e. Product)
    4.3 Third P (i.e. Place)
    4.4 Fourth P (i.e. People)
  5. Metrics company X uses to evaluate the effectiveness of its marketing efforts?
    Give evidence and make suggestions for the use of of KPI’s/ website and social media analytics/ use
    of technology (i.e. sensors which count customers who enter stores, to monitor sales conversions).

2023 Business Information Systems Identify and evaluate blockchain’s characteristics and significance globally.

ASSIGNMENT OF 3000 WORDS:

• This assignment must be completed individually. 

• You must use the Harvard referencing system.

• Your work must indicate the number of words you have used. Written 

assignments must not exceed the specified maximum number of words. 

When a written assignment is marked, the excessive use of words beyond the 

word limit is reflected in the academic judgement of the piece of work which 

results in a lower mark being awarded for the piece of work 

• Do not write your 

name anywhere on your work.

• Write your student ID number at the top of every page.

• Where the assignment comprises more than one task, all tasks must be 

submitted in a single document.

• You must number all pages.

ASSIGNMENT BACKGROUND

You have already established a successful business using BIS well. 

Your business is based in one of the transportation  or

healthcare sectors. 

You now need to write a briefing document to show the key issues regarding 

blockchain.

ASSIGNMENT QUESTION

Task 1

Identify and evaluate the characteristics and significance globally of blockchain. 

(25

marks)

Task 2

Analyse the organisational opportunities and challenges posed to your chosen

sector by blockchain. (40

marks)

Task 3

Apply Porter’s value chain and/or Rayport & Sviolka’s virtual value chain to

analyse how value is created and delivered in your business by blockchain. (25

marks)

Task 4

Use correct academic writing style and structure. Use correct grammar, syntax, 

punctuation and spelling. Use in-text citations and references according to the 

Harvard Reference System. (10 marks)

ASSESSMENT CRITERIA

Evidence of knowledge, understanding and analysis of the role of blockchain in 

an organisation and its relationship to corporate strategy.

Evidence of academic and intellectual skills that evaluate appropriate hard and 

soft factors that impact upon success and failure in the development, roll out and 

operation of business information systems.

Evidence of academic and intellectual skills that successfully apply principles of 

blockchain to a specific organisational context.

POINTS TO CONSIDER

• Structure of the briefing document:

1. Introduction – introduce the topic area and explain the scope of work to 

be addressed in the briefing document (150 words)

2. Task 1 (750 words)

3. Task 2 (1200 words)

4. Task 3 (750 words)

5. Conclusion to summarise what you have set out in your main section 

(150 words)

6. Full list of references in Harvard format.

Your briefing report does not need an executive summary, recommendations 

or appendices. Use the sector and business/organisation chosen for the 

interim assessment. If you do not, marks will be forfeited. 

• Respond to each task by using relevant theories, frameworks and their 

application to the BIS development with explanation and analysis. A 

critical approach will earn merit.

• Explore relevant blockchain issues in your analysis and application of your 

proposals. These may include security, immutability, transparency, IOT, 

etc. Be aware of the distinction between blockchain and cryptocurrencies.

• Take a critical approach to your use of Porter’s value chain and/or Rayport 

& Sviokla’s virtual value chain. Focus on the technology activity and 

explore its relationships selectively with other value creation activities.

2023 Deliverable 7 – Feasibility Study


Deliverable 7 – Feasibility Study

Assignment Content

  1. Competencies
    • Interpret how the components of a balance sheet and income statement communicate the financial position of an organization.Interpret the components of a cash-flow statement to describe the liquidity of an organization.Evaluate financial ratios to differentiate profitability and liquidity across organizations.Analyze leverage and activity ratios to review operating performance across organizations.Determine current values of cash streams utilizing discounted cash flow techniques.Critique organizational investments using forecasting scenarios.

    Student Success CriteriaView the grading rubric for this deliverable by selecting the “This item is graded with a rubric” link, which is located in the Details & Information pane.
    ScenarioYou recently went to a dealership for an oil change on your vehicle as no independent oil change companies or auto repair shops are within 50 miles of your home. You paid $170 for this oil change on your Chevy Camaro. Given your entrepreneurial spirit and frustration with the cost of the oil change, you have an idea for a mobile oil change company. You have completed a marketing survey to determine potential interest in such a company. The results of the marketing survey suggested that 40% of vehicle owners would entertain using a mobile oil change company for oil changes if such a company existed.You live in a town that has 20,000 registered vehicles, of which 15,000 are taken by their owners to the dealerships for oil changes. Most owners take their vehicles into the dealership three times a year. You will need a truck, supplies, tools, and insurance to start this business and must gain funding from investors. Pro forma financial statements, a financial plan, and a business plan are required for all potential investors and creditors. Prepare a 10-15 slide PowerPoint presentation with the above information to present to potential investors and creditors.
    InstructionsUsing PowerPoint (or similar), you have been asked to develop a feasibility study presentation to determine the feasibility of this idea of a new company. Your feasibility study presentation should include the following:
    • Develop a conservative forecasted sales budget based on the survey results. Make sure your price is less than what the dealership charges.
    • Identify fixed and variable costs for each oil change. Using these values, develop an operating budget to determine the contribution margin for an individual oil change, and the total amount for the forecasted sales budget.
    • Develop a proforma income statement, balance sheet, and statement of cash flows for the first year of business.
    • Based on these proforma financial statements, calculate all profitability, liquidity, and solvency ratios.
    • Based on a 40-hour work week, estimate how many oil changes one person can realistically perform. Given the projected sales forecast, develop a capital investment proposition for additional trucks with anticipated useful lives of 5 years. Use the discounted cash flow method at an interest rate of 6%.

Competency 2023 Deliverable 6 – Capital Investments

Deliverable 6 – Capital Investments

Assignment Content

  1. CompetencyCritique organizational investments using forecasting scenarios.
    Student Success CriteriaView the grading rubric for this deliverable by selecting the “This item is graded with a rubric” link, which is located in the Details & Information pane.
    ScenarioYou are a production manager for Gold Corporation, a manufacturing company that manufactures bottles of liquid soap. The equipment you are using is over 20 years old, having been purchased when liquid soap first entered the retail market. While the equipment still works, you incur $100,000 annually in maintenance expenses because the equipment is old. You presently produce 1 million cases of liquid soap per year. This soap sells for $3 per case. Given the age of the equipment, you anticipate a decline in production of 50,000 cases in each of the next five years because of breakdowns in the equipment. You have been researching new production equipment and have found a new machine that will reduce annual operating costs to $48,000 per year and allow an increase in production over the 1 million cases presently being sold by sales and marketing. In conversations with sales and marketing, management believes that they can increase sales by 1% per year for the next five years. The new machine will have a fully loaded cost of $370,000, and an expected useful life of 5 years with no salvage value. The old machine can be sold today as scrap for $5,000.
    InstructionsPrepare a 6-10 slide PowerPoint presentation for management to demonstrate the following:
    • Develop a schedule of projected cash flows using current equipment including the reduction in future sales.
    • Develop a schedule of projected cash flows using discounted cash flows for the proposed new equipment.
    • Analyze the projected cash flows and evaluate the feasibility of the proposed capital investment.
    • Make a recommendation on the course of action management of Gold Corporation should take regarding the capital equipment used in this manufacturing process.

    ResourcesBusiness Writing Guide

2023 Deliverable 5 – Time Value of Money

Competency

Determine current values of cash streams utilizing discounted cash flow techniques.

Student Success Criteria

View the grading rubric for this deliverable by selecting the “This item is graded with a rubric” link, which is located in the Details & Information pane.

Scenario

You are currently a financial analyst within Blue Butterfly Company, a small family owned corporation that manufactures magnetic bookmarks. Blue Butterfly management would like to provide a contributory pension plan for five current members of the management team. Management believes they can afford to invest $10,000 per month for the next 10 years. They anticipate the rate of return will be 8%. At the end of the 10 years, they expect retiring employees to start withdrawing from this pension plan. The anticipated longevity after retirement is expected to be 20 years, and management believes the rate of return on the investment to continue through the 20 years of retirement payout. Management has requested your assistance in determining relevant values so they can finalize the components of the pension plan.

Instructions

Using Excel, develop a spreadsheet presentation that covers the following:

  • Explain the concept of the time value of money, including the present and future value of $1, and present and future value of an annuity. Explain the difference between the annuity payment at the beginning and the end of the period.
  • Demonstrating the future value of the monthly cash investments for the next 10 years given the investment earns the projected 8% annual return.
  • In Excel, calculate the total monthly payment that can be withdrawn from the investment over 20 years given the anticipated 8% annual rate of return continues to be met through the 20 years of retirement. Provide management the monthly payment amount that will be available to payout in monthly pension amounts.
  • Assuming all five members of management will receive the same monthly annuity payment, provide management the proposed monthly retirement payment that can be offered to these five members of management.
  • Use the built-in cash flow functions in Excel to perform all calculations, explaining in the adjacent cells the values you entered the function.

Resources

Excel Help Guide

2023 Deliverable 4 – Operating Leverage and Performance

Deliverable 4 – Operating Leverage and Performance

Competency

Analyze leverage and activity ratios to review operating performance across organizations.

Student Success Criteria

View the grading rubric for this deliverable by selecting the “This item is graded with a rubric” link, which is located in the Details & Information pane.

Scenario

At a recent get together, a longtime friend brought various types of cookies as a dessert. You had never tasted cookies of this high caliber before. Your friend never thought anything special of the cookies given she has been baking these since she was a small child. You shared that “Cookies from Home,” a profitable company based in Tempe, Arizona, started by the encouragement of friends. Intrigued, your friend stated she would like to learn more. She would like some assistance in understanding how to start and operate a business of this nature. In exchange for a 2% ownership in the company, you agree to help her develop a business plan so that she can start her own business baking, marketing, and selling these cookies.

Instructions

Write the portion of the business plan for this company addressing the following:

  • Explain the process of determining the breakeven point for a business.
  • Estimate monthly fixed costs to establish this company including equipment, rent, insurance, and other fixed costs.
  • Estimate variable costs per batch of cookies, identifying all variable costs.
  • Given the estimated costs, calculate the breakeven point and identify required sales revenue to reach this point.
  • Based on the costs identified above, develop a realistic proforma income statement of a profitable business venture which would pay your friend a salary of $ 50,000 per year.

Resources

Mergent Online Basics FAQ

First Research Basics FAQ

Business Writing Guide

Writing Lab

2023 Deliverable 3 – Measures of Liquidity, Profitability, and Solvency

Deliverable 3 – Measures of Liquidity, Profitability, and Solvency

Competency

Evaluate financial ratios to differentiate profitability and liquidity across organizations.

Student Success Criteria

View the grading rubric for this deliverable by selecting the “This item is graded with a rubric” link, which is located in the Details & Information pane.

Scenario

A presidential election year is on the horizon. Control of the White House may shift political parties. Whenever there is potential for a shift in political parties, defense spending could end up being reduced. You are presently a support analyst for a financial fund administrator with an extensive amount of money invested in the Boeing Corporation, a publicly traded company. Part of Boeing’s operations are in defense contracting, such as the manufacturing of military aircraft and helicopters. You must evaluate the current stability of Boeing to determine whether to recommend moving money from this investment to another investment.

Instructions

Write a management report to your fund administrator that:

  • Explains the different liquidity, profitability, and solvency ratios that are used to assess the financial health of a corporation.
  • Computes the liquidity, profitability, and solvency ratios using the 2018 Boeing Corporation’s financial statements.
  • Computes the liquidity, profitability, and solvency ratios of Airbus, a passenger plane competitor, using the 2018 financial statements.
  • Compares and contrasts the financial ratios of Boeing and Airbus.
  • Provides a recommendation, supported by the ratio calculations, as to whether you believe Boeing is stable enough compared to the competitor that if defense funding is reduced, the company will continue to prosper.

Resources

Mergent Online Basics FAQ

Use Mergent Online to access financial statements for Boeing and Airbus

Business Writing Guide

Writing Lab

Schedule an appointment to meet with a Librarian for research support and database help.

2023 Deliverable 2 – Statement of Cash Flows and Liquidity

Deliverable 2 – Statement of Cash Flows and Liquidity

Assignment Content

  1. CompetencyInterpret the components of a cash-flow statement to describe the liquidity of an organization.
    Student Success CriteriaView the grading rubric for this deliverable by selecting the “This item is graded with a rubric” link, which is located in the Details & Information pane.
    ScenarioYou presently work for Ford Motor Company in the Accounting and Reporting department. As part of the annual requirements of a publicly traded company, an external auditing firm just completed the required audit on Ford’s financial statements. The auditing firm determined the internal control procedures Ford developed were sufficient but noted Ford Motor Company could have benefited from more detailed written procedures in preparing the statement of cash flows. You have been assigned the task of analyzing procedures for developing the statement of cash flows.
    Instructions
    • Write an operational procedure to explain the process staff should follow to develop the different sections of the statement of cash flows using the indirect method. Use the 2018 Statement of Cash Flows for Ford Motor Company and include the following:
    In the procedures:
    • Define the components of the operating section of the statement of cash flows and which accounts an employee should evaluate to develop this section.
    • Define the components of the financing section of the statement of cash flows and which accounts an employee should evaluate to develop this section.
    • Define the components of the investing section of the statement of cash flows and which accounts an employee should evaluate to develop this section.
    • Explain what non-cash items must be disclosed on the statement of cash flows.
    • Comment on the cash generated from operations versus other activities and why this is important to evaluating liquidity.

    ResourcesUse Mergent Online to access financial statements for Ford Motor Company (be sure to search for and select “Ford Motor Co.”)Mergent Online Basics FAQ
    Schedule an appointment to meet with a Librarian for research support and database help

2023 Deliverable 1 – Balance Sheet and Income Statement

2023 Deliverable 1 – Balance Sheet and Income Statement

Competency

Interpret how the components of a balance sheet and income statement communicate the financial position of an organization.

Student Success Criteria

View the grading rubric for this deliverable by selecting the “This item is graded with a rubric” link, which is located in the Details & Information pane.

Scenario

You are interested in a position managing the front-end operations of Costco, a publicly traded company. Whenever you interview for a new position, experts suggest you do research to make sure you understand all the components of the position, as well as the company. As part of the interview process you need to demonstrate competencies in both financial and managerial accounting. In order to prepare for your upcoming interview, you decide to demonstrate an understanding of the accounting components and uses of the balance sheet and income statement.

Instructions

In a written memo to the Human Resources department of Costco, demonstrate you researched the company by addressing the following:

  • Explain the different classifications of accounts contained in the balance sheet and the income statement and the process for the income to move from the income statement to the balance sheet.
  • Identify the different components on the balance sheet and income statement within the service, merchandising, and manufacturing industries, and which industry Costco would fall within.
  • Evaluate the different accounts on the balance sheet and the income statement as these relate to Costco.
  • Elaborate on whether Costco’s revenues are generated through providing a service, selling merchandise, or manufacturing operations or a combination of these processes.
  • Explain how the revenue and company operations in general affect various inventories on the balance sheet.
  • Analyze the financial position of Costco based on the 2018 financial statements.

Resources

Use Mergent Online to access financial statements. Access additional library databases in the Resources tab of this course.

Mergent Online Basics FAQ

Use First Research for Industry Information

First Research Basics FAQ

Business Writing Guide

Writing Lab

Schedule an appointment to meet with a Librarian for research support and database help

2023 Deliverable 7 – Organizational Health Report

2023 Deliverable 7 – Organizational Health Report

Competencies

  • Evaluate organizational behavior and leadership on performance.
  • Analyze the impact of employee behavior on engagement.
  • Evaluate leadership practices that support organizational effectiveness.
  • Implement leadership strategies for managing group & team dynamics.
  • Evaluate the relationship among individuals, teams, and culture on organizational performance.
  • Critique the impact of leadership on organizational outcomes.

Scenario

You are the new organizational behavior manager for a corporation. Your role is to assess the work environment and improve employee performance and workplace culture. As one of your first projects, you decide to complete a company performance review. Before beginning this company performance review, you need to conduct research. Your research will entail a lot of time and resources, and you need to address some preliminary areas with the board of directors in an upcoming meeting. You will need to create a white paper for the board, stressing the importance of this work and why a company performance review is needed.

Instructions

Write a white paper to present to the board of directors that includes the following items to help strengthen the support for the need for a company performance review:

  • Determine organizational behavior and leadership’s role in organizational performance.
  • Discuss the impact individual human behavior has on the organization’s success.
  • Assess effective leadership practices on employee motivation.
  • Discuss one leadership strategy for a group and one leadership strategy for a team that enforces positive relationship building.
  • Explain the impact of diversity, equity, and inclusion initiatives on individuals, teams, and the overall culture.
  • Discuss leadership impact on leading change for continued organizational success.
  • Provide attribution for credible sources used in the white paper.

Use the Writing Lab for timely feedback to help you fine-tune your deliverable before you submit it for grading:  https://portal.rasmussen.edu/Pages/Brainfuse.aspx

Resources