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Level 7 Diploma in Accounting and Finance

Strategic Implementation and Portfolio Management

AF704 · Strategic Financial Management — Week 3 of 16

CourseAF704
Week3 of 16
SemesterII
TutorOnline in the course chat

This week’s topics

Strategic Implementation and Portfolio Management

  1. Kaplan and Norton's Balanced Scorecard
  2. Strategy mapping
  3. Boston Consulting Group (BCG) growth-share matrix
  4. GE-McKinsey nine-box matrix
  5. Portfolio Analysis: McKensey GE Matrix and BCG Matrix
  6. Leading Strategy Paper Series: Kaplan and Norton 1992 "The Balanced Scorecard"
  7. Balanced Scorecard with Strategy Maps

What you will be able to do

  • 2.2 Assess strategic implementation techniques using balanced scorecard and portfolio management tools.

Activity

Start with this week’s 3 videos, then: Seminar, guided reading and a short written task: assess strategic implementation techniques using balanced scorecard and portfolio management tools.

Study materials

Videos

  • Portfolio Analysis: McKensey GE Matrix and BCG Matrix · YouTube · Galton College · 23 min · for registered students
  • Leading Strategy Paper Series: Kaplan and Norton 1992 "The Balanced Scorecard" · YouTube · Glenn Parry · 13 min · for registered students
  • Balanced Scorecard with Strategy Maps · YouTube · Edspira · 7 min · for registered students

Further resources

  • Principles of Accounting, Volume 2: Managerial Accounting, ch. 12: Balanced Scorecard and Other Performance Measures · PDF · OpenStax, textbook chapter; pp. 565–604 · for registered students
  • Mastering Strategic Management, ch. 8: Selecting Corporate-Level Strategies · PDF · Saylor Academy, textbook chapter; pp. 237–272 · for registered students
  • Managerial Accounting, ch. 13: How Do Managers Use Financial and Nonfinancial Performance Measures? · PDF · Saylor Academy, textbook chapter; pp. 883–972 · for registered students
Materials marked “for registered students” open in the student portal, which is set up as soon as you receive final acceptance.
Course chat

Admitted students ask questions on this week’s page in the student portal: an AI assistant trained on the course answers first, and during the course’s timetabled classes Connect to your tutor brings your tutor into the chat, who may start a call if needed.

Open this week in the portal
Course plan
  • Week 1: Strategic Financial Environment and Resource Allocation
  • Week 2: Key Financial and Capital Structure Theories
  • Week 3: Strategic Implementation and Portfolio Management
  • Week 4: Stakeholder Analysis and Corporate Governance
  • Week 5: Business Expansion and Stakeholder Impact
  • Week 6: Risk, Return, and Capital Investment Appraisal
  • Week 7: Corporate and Business Valuation Techniques
  • Midterm: Midterm evaluation
  • Week 9: Organisational Culture in Strategic Formulation
  • Week 10: Change Management and Cultural Dynamics
  • Week 11: Financial Analysis and Performance Measurement Systems
  • Week 12: Applying Strategic Financial Management in practice: case s…
  • Week 13: Assignment workshop: research, planning and referencing
  • Week 14: Assignment workshop: drafting, feedback and improvement
  • Week 15: Review and coursework completion
  • Final: Final assessment and submission
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