lOMoAR cPSD| 6861666
Stockholder Report
C216 Task 2 Stockholder Report Western
Governors University | New Update 2025
Balanced Scorecard
A.
Please see attached scorecards
Stockholder Report
The following stockholder report has been prepared for Cool Bikes stockholders and its board of
directors for conducting an evaluation of the business's first six quarters in the carbon fiber bike
industry. This report illustrates a clear presentation through all functional areas of Cool Bikes
overall fiscal health.
The stockholder report also includes specific brands, marketing data, and segments. The data is
crucial in understanding the company's productivity, identifying client base, future capacity, and
how to maximize market share. Also, in addition to forecasting sales and distribution along with
overall market performance for upcoming quarters, it is important to make sure our current
strategy aligns with the objectives and mission of Cool Bikes.
B1.
, lOMoAR cPSD| 6861666
Stockholder Report 2
Cool Bikes uses corporate strategic thrusts to make sure each strategic decision is optimally
aligned for overall performance. Four of Cool Bikes strategic thrusts include:
1. Selective distribution. By developing and selling our brands in only one market for Q2,
we were able to lessen some of the initial setup costs. As a new entrant to the market, this
financial choice was made to help mitigate risk and to hold cash reserves early during
the initial setup stages of the company’s establishment, with fewer lease expenses and
location setup costs. As we began to see more profit with each quarter, we were able to
develop our brands and add locations in Rio Di Janeiro in Q3, New York City in Q4, and
Bangalore in Q5. Adding stores throughout each quarter lessened expenses.
2. Prudent cash management (good cash reserves). Having cash reserves and a healthy cash
flow is crucial for a startup company like Cool Bikes. Various financial decisions were
made to ensure careful management of cash. With being a startup company there is not
much market data to direct the demand of manufacturing, so cash flow for expansion is
important. Economic decisions have allowed Cool Bikes to reserve cash of over one
million dollars through 6 quarters. As Cool Bikes continues to grow, this will help with
unexpected costs and expansion in the future.
3. Employee empowerment. Employees are like family and the heart of the company, so it is
important to keep them satisfied in this competitive market to reduce turnover. The
happier the employees are the greater their morale and the more productive they will be.
Employee morale in Q2 was below the minimum acceptable level at 65 out of a possible
100 and by Q6 jumped to a score of 81. The decision to improve compensation and
create better working conditions helped in increasing our employee morale score. Making
sure our employees are happy also directly impacts production productivity and operating
capacity.
Stockholder Report
C216 Task 2 Stockholder Report Western
Governors University | New Update 2025
Balanced Scorecard
A.
Please see attached scorecards
Stockholder Report
The following stockholder report has been prepared for Cool Bikes stockholders and its board of
directors for conducting an evaluation of the business's first six quarters in the carbon fiber bike
industry. This report illustrates a clear presentation through all functional areas of Cool Bikes
overall fiscal health.
The stockholder report also includes specific brands, marketing data, and segments. The data is
crucial in understanding the company's productivity, identifying client base, future capacity, and
how to maximize market share. Also, in addition to forecasting sales and distribution along with
overall market performance for upcoming quarters, it is important to make sure our current
strategy aligns with the objectives and mission of Cool Bikes.
B1.
, lOMoAR cPSD| 6861666
Stockholder Report 2
Cool Bikes uses corporate strategic thrusts to make sure each strategic decision is optimally
aligned for overall performance. Four of Cool Bikes strategic thrusts include:
1. Selective distribution. By developing and selling our brands in only one market for Q2,
we were able to lessen some of the initial setup costs. As a new entrant to the market, this
financial choice was made to help mitigate risk and to hold cash reserves early during
the initial setup stages of the company’s establishment, with fewer lease expenses and
location setup costs. As we began to see more profit with each quarter, we were able to
develop our brands and add locations in Rio Di Janeiro in Q3, New York City in Q4, and
Bangalore in Q5. Adding stores throughout each quarter lessened expenses.
2. Prudent cash management (good cash reserves). Having cash reserves and a healthy cash
flow is crucial for a startup company like Cool Bikes. Various financial decisions were
made to ensure careful management of cash. With being a startup company there is not
much market data to direct the demand of manufacturing, so cash flow for expansion is
important. Economic decisions have allowed Cool Bikes to reserve cash of over one
million dollars through 6 quarters. As Cool Bikes continues to grow, this will help with
unexpected costs and expansion in the future.
3. Employee empowerment. Employees are like family and the heart of the company, so it is
important to keep them satisfied in this competitive market to reduce turnover. The
happier the employees are the greater their morale and the more productive they will be.
Employee morale in Q2 was below the minimum acceptable level at 65 out of a possible
100 and by Q6 jumped to a score of 81. The decision to improve compensation and
create better working conditions helped in increasing our employee morale score. Making
sure our employees are happy also directly impacts production productivity and operating
capacity.
