CA FINAL STRATEGIC COST MANAGEMENT AND PERFORMANCE EVALUATION
CHAPTER 1 – INTRODUCTION TO STRATEGIC COST MANAGEMENT
Chapter Overview
Traditional Cost Management
Strategic Cost Management
Traditional vs Strategic Cost Management
Components of Strategic Cost Management
Case Scenario
Strategic Frameworks for Value Chain Analysis
Industry Structure Analysis (Porter’s 5 forces analysis)
Core Competencies Analysis
Segmentation Analysis
Superior Performance & Competitive Advantage
Differentiation Advantage (Product Differentiation)
Low-Cost Advantage (Cost Leadership)
The Value Chain Approach for Assessing Competitive Advantage
Internal Cost Analysis
Internal Differentiation Analysis
Vertical Linkage Analysis
Vision, Mission and Objectives & SCM
Value Shop Model or Service Value Chain
The Role of the Management Accountant
Summary
CHAPTER 2 – MODERN BUSINESS ENVIRONMENT
Chapter Overview
Modern Business Environment
From a Sellers’ Market to Buyers’ Market
Cost of Quality (COQ)
Views regarding Cost of Quality
Components of COQ
Illustration
Optimal COQ
Steps of Application of PAF Model
Conclusion
Total Quality Management (TQM)
Six C’s of TQM
Contributions in the field of TQM by Deming
Implementation of TQM
Criticisms of Total Quality Management
Conclusion
TQM in Practice
The Business Excellence Model
EFQM Excellence Model
Baldrige Criteria for Performance Excellence
Business Excellence Model and Organizational Culture
Business Excellence Model in Practice
Theory of Constraints
Operational Measures of Theory of Constraints
Goldratt’s Five-Step Method for Improving Performance
Throughput Accounting
Illustration
Advantages and Disadvantages
Conclusion
Theory of Constraints in Practice
Supply Chain Management
Types of Supply Chain- Push and Pull
Upstream and Downstream Flow
More Information on Key Business Processes
Service Level Agreements (SLA)
Benefits of Supply Chain
Supply Chain Management in Practice
Gain Sharing Arrangements
Outsourcing
Outsourcing in Practice
Summary
CHAPTER 3 – LEAN SYSTEM AND INNOVATION
Chapter Overview
Lean System
Just-in-Time (JIT)
Essential Pre-requisites of a JIT system
Impact of JIT System on
Performance Measurements in a JIT System
Back-flushing in a JIT System
JIT in Practice
Illustration
Kaizen Costing
Kaizen Costing Principles
Case Scenario
Kaizen Costing in Practice
5S in Lean Product & Process Development
Application of 5S
Total Productive Maintenance (TPM)
How TPM can be introduced in the organization?
Performance Measurement in TPM
Illustration
Connection Between TQM and TPM
Cellular Manufacturing/ One Piece Flow Production System
Implementation Process
Difficulties in Creating Flow
Benefits and Costs
Six Sigma
Numerical Concept of Six Sigma
Implementation of Six Sigma
Quality-Management Tools
Limitations of Six Sigma
Lean Six Sigma
Six Sigma in Practice
Process Innovation and Business Process Re-engineering
Process Innovation
Innovation in Practice
Business Process Reengineering
Principles of BPR
Main Stage of BPR
BPR in Practice
Difference Between Two Approaches (BPR vs PI)
Summary
CHAPTER 4 – COST MANAGEMENT TECHNIQUES
Chapter Overview
Cost Control/ Waste Control and Cost Reduction
Scope of Cost Reduction
Target Costing
Advantages of Target Costing
Main features of Target Costing System
Components of Target Costing System
Problems with Target Costing
Management Accountant’s Role in a Target Costing Environment
Impact of Target Costing on Profitability
Target Costing Data Flow
Most Useful Situations for Target Costing
Target Costing Control Points
Implementing a Target Costing System
Illustration
Case Scenario
Life Cycle Costing
Product Life Cycle
Life Cycle Characteristics
Strategies
Characteristics of Product Life Cycle
Benefits of Product Life Cycle Costing
Uses of Product Life Cycle (PLC)
Illustration
Pareto Analysis
Usefulness of Pareto Analysis
Application of Pareto Analysis
Illustration
Environmental Management Accounting [EMA]
Environmental Costs
Identification of Environmental Costs
Controlling Environmental Costs
Reasons for Controlling Environmental Cost
Role of EMA in Product/ Process Related Decision Making
Advantages of EMA
Disadvantages of EMA
Conclusion
EMA in Practice
Summary
CHAPTER 5 – COST MANAGEMENT FOR SPECIFIC SECTOR
Chapter Overview
Power Sector
Key Risks in the Sector
Electricity Distribution – A Complex Network
Features of Power Sector
Application of Cost Management Techniques in Power Sector
Value Chain Analysis
Agriculture Sector
Features
Cost Management
Information Technology (IT) Sector
IT Organization’s Engagement Model
4D IT Cost Optimization Framework
Summary
CHAPTER 6 – DECISION MAKING
Chapter Overview
CVP Analysis
Activity Based CVP Analysis
Illustration
CVP Analysis – Conditions of Uncertainty
CVP Analysis in Service and Non-Profit Organisations
Illustration
CVP Analysis in Just in Time Environment
Short Run Decision Making
Non-Financial Considerations
Ethics
Decision Making Model
Illustration
Some Applications of CVP Analysis and Cost Concepts
Outsourcing Decision
Illustration
Sell or Further Process
Minimum Pricing Decisions
Illustration
Keep or Drop Decisions
Illustration
Special Order Decisions
Product Mix Decision
Illustration
Summary
CHAPTER 7 – PRICING DECISION
Chapter Overview
Pricing Decision
Theory of Price
Profit Maximization Model
Pricing under Different Market Structures
Perfect Competition
Monopoly
Monopolistic Competition
Oligopoly
Pricing Policy
Principles of Product Pricing
Price Customization
Price Sensitivity
Pricing Methods
Cost-Based Pricing Method
Illustration 1
Illustration 2
Competition-Based Pricing Method
Value- Based Pricing Method
Pricing in Periods of Recession
Pricing Below Marginal Cost
Strategic Pricing of New Products
Skimming Pricing
Penetration Pricing
Concept in Practice
Pricing and Product Life Cycle
Case Scenario
Price Adjustment Polices
Structured Approach to Pricing Decisions
Sensitivity Analysis in Pricing Decisions
Pricing of Services: Issues
Summary
CHAPTER 8 – PERFORMANCE MEASUREMENT AND EVALUATION
Chapter Overview
Responsibility Accounting (RA)
Functional Organizational Structure
Divisional Organizational Structure
Divisional Performance Measures
Return on Investment (RI)
Residual Income (RI)
Economic Value Added (EVA)
Shareholder Value Added (SVA)
Triple Bottom Line (TBL)
Balanced Scorecard
Strategy Mapping
Illustration
Balanced Scorecard in Practice
Performance Pyramid
Illustration
The Building Block Model
Performance Prism
Benchmarking Schemes
Goals of Benchmarking
Process of Benchmarking
Pre-requisites for Successful Benchmarking
Difficulties in Implementation of Benchmarking
Benchmarking Code of Conduct
Performance Measurement in the Not for Profit Sector
Why do we need performance measure in Not-for-Profit Organisations?
Performance Measurement
Performance Measurement Process
Performance Reports
Summary
CHAPTER 9 – DIVISIONAL TRANSFER PRICING
Chapter Overview
Transfer Pricing
Utility of Transfer Pricing
A Question of Fair Value?
Transfer Pricing Methods
Market Based Transfer Price
Cost Based Transfer Price
Negotiation Based Transfer Price
Transfer Pricing and Goal Congruence
Transfer Pricing Decision, Different Circumstances
Different Capacity Levels
Different Demand Levels
Illustration
Proposals for Resolving Transfer Pricing Conflict
Dual Rate Transfer Pricing System
Two Part Transfer Pricing System
Case Scenario
International Transfer Pricing
International Transfer Pricing and Currency Management
Illustration
Summary
CHAPTER 10 – STRATEGIC ANALYSIS OF OPERATING INCOME
Chapter Overview
Profitability Analysis
Strategic Profitability Analysis
Reconciliation of Operating Profit
Illustration
Profitability Analysis Through Activity Based Costing
Direct Product Profitability (DPP)
Illustration
Customer Profitability Analysis
Illustration
ABC in Advanced Manufacturing Environment
Activity Based Cost Management (ABM)
Value Added (VA) Activities / Non-Value Added (NVA) Activities
Illustration
Business Applications of ABM
Implementing ABM
Benefits of Activity Based Cost Management
Difference between ABC and ABM
Activity Based Budgeting (ABB)
Illustration
ABC: A Decision – Making Tool
Concept in Practice
Summary
CHAPTER 11 CAPITAL BUDGETING
Chapter Overview
Budgetary Control
Feedback and Feed-Forward Control
Feedback Control
Feed-forward Control
Case Scenario
Behavioral Aspects of Budgetary Control
Effect of the Budget Difficulty on Performance
Case Scenario
Participation in Budget Setting Process
Use of Accounting Information in Performance Evaluation
Case Scenario
Beyond Budgeting (BB)
Characteristics of Beyond Budgeting
Suitability
Benefits of the ‘Beyond Budgeting’ Model
Beyond Budgeting – Principles for Adaptive Performance Management
Implementation of Beyond Budgeting
Traditional vs Beyond Budgeting Model
Conclusion on Budgeting
CHAPTER 12 – STANDARD COSTING
Chapter Overview
Analysis of Advanced Variances
Planning & Operational Variances
Variance Analysis in Activity Based Costing
Illustration
Learning Curve- Impact on Variances
Illustration
Relevant Cost Approach to Variance Analysis
Variance Analysis and Throughput Accounting
Variance Analysis in Advanced Manufacturing Environment/ High-Technology Firms
Standard Costing in Service Sector
Standard Costing in Public Sector
Standard Marginal Costing
Reconciliation of Profit
Illustration
Investigation of Variances
Factors to be Considered When Investigating Variance
Method Used for Investing Variance
Possible Interdependence Between Variances
Interpretation of Variances
Illustration
Case Scenario
Reporting of Variances
Behavioral Issues
Standard Costing in Contemporary Business Environment
Formulae
Summary
CHAPTER 13 – CASE STUDY
Essentials for Case Study
Supply Chain Management
Transfer Pricing
Kaizen Costing
Balanced Scorecard
Performance Prism
Total Productive Maintenance
Ethical and Non-Financial Considerations
Value Chain Analysis
Environmental Management Accounting