Chapter 10 Decentralized Performance Evaluation PowerPoint Authors: Susan Coomer Galbreath, Ph.D., CPA Charles W. Caldwell, D.B.A., CMA Jon A. Booker, Ph.D., CPA, CIA Cynthia J. Rooney, Ph.D., CPA McGraw-Hill/Irwin Copyright © 2014 by The McGraw-Hill Companies, Inc. All rights reserved. Decentralization of Responsibility Decentralization pushes decision making down to lower-level managers. Decentralization often occurs as organizations continue to grow. 10- 3 Learning Objective 10-1 List and explain the advantages and disadvantages of decentralization. 10- 4 Decentralization of Responsibility 10- 5 Learning Objective 10-2 Describe the different types of responsibility centers and explain how managers in each type are evaluated. 10- 6 Responsibility Centers Responsibility accounting gives managers authority and responsibility for a particular part of the organization and then evaluates them based on the results of that area of responsibility. Managers of responsibility centers should be held responsible only for that which they can control. 10- 7 Organizational Chart for Apple 10- 8 Responsibility Centers Cost Center Revenue Center Profit Center Investment Center Responsibility Centers 10- 9 Cost Centers Cost center managers have the authority to incur costs to support their areas of responsibility. 10- 10 Revenue Centers Revenue center managers are responsible for generating revenues within their areas of the organization. 10- 11 Profit Centers Profit Center Revenues Profit center managers are responsible for generating a profit (revenue minus cost) within their area of the business. Sales Interest Other Costs Mfg. costs Commissions Salaries Other 10- 12 Investment Centers Investment Center managers are responsible for generating a profit and investing assets. Investment Center Evaluation Return on investment (ROI) and residual income 10- 13 Learning Objective 10-3 Describe the four dimensions of the balanced scorecard and explain how they are used to evaluate managerial performance. 10- 14 The Balanced Scorecard Management translates its strategy into performance measures that employees understand and accept. Customers Financial Internal business processes Performance measures Learning and growth 10- 15 The Balanced Scorecard 10- 16 The Balanced Scorecard 10- 17 Learning Objective 10-4 Compute and interpret return on investment, investment turnover, and profit margin. 10- 18 Return on Investment (ROI) 10- 19 Return on Investment (ROI) 10- 20 Return on Investment (ROI) 10- 21 Learning Objective 10-5 Compute and interpret residual income. 10- 22 Residual Income The hurdle rate is the required return on invested assets, sometimes called the cost of capital. Residual income is the organization’s extra profit, over and above that needed to cover the required return on invested assets. 10- 23 Residual Income 10- 24 ROI versus Residual Income As the store manager at Apple’s Online Store, you have the opportunity to invest $1,000,000 in a project promising a return of $150,000 (15 percent). The company requires a minimum return of 10 percent on all projects, so the project would be acceptable from the company’s perspective. Would you invest in this project? 10- 25 ROI versus Residual Income 10- 26 Economic Value Added Economic value added (EVA™) is used to measure the economic wealth created when a company’s after-tax net operating income exceeds its cost of capital. EVA: • Measures profitability based on after-tax net operating income rather than pre-tax net operating income. • Uses the cost of capital as the hurdle rate. • Uses total capital employed as the measure of investment rather than average invested assets 10- 27 Limitations of Financial Performance Measures Both ROI and residual income are lagging indicators of financial performance.These measures tell how well a company or a division has done in the past but not necessarily how well it will do in the future. To improve short-run financial results, managers may make harmful decisions to cut costs in areas such as research and development, employee training, or quality of manufacturing materials. 10- 28 Learning Objective 10-6 Explain how transfer prices are set in decentralized organizations. 10- 29 Transfer Pricing A transfer price is the amount that one division charges when it sells goods or services to another division in the same company. Selling Division Goods and Services Buying Division 10- 30 Transfer Pricing Market Price Ceiling Range of Possible Transfer Prices Could fall anywhere in between Variable Cost Floor 10- 31 Transfer Pricing What transfer price should Apple use to record the purchase of iPads for resale at an Apple retail store? 10- 32 Transfer Pricing Market Price $499 Ceiling Range of Possible Transfer Prices Negotiated transfer price could fall anywhere in between. Variable $336 Cost Floor 10- 33 Market-Price Method The market price is the price that a company would charge to external customers. Market price is appropriate when the selling division has no excess capacity. With idle capacity, the selling division can generate contribution margin for itself at any price above variable cost. 10- 34 Cost-Based Method The cost-based method uses either the variable cost or the full manufacturing cost as the basis for setting the transfer price. A transfer price above variable cost will provide contribution margin to the seller. Full manufacturing cost plus a markup is a more likely outcome. 10- 35 Negotiation Transfer price is determined through discussions between managers of buying and selling divisions. Excessive management time may be used in the negotiation process. Conflicts may arise between negotiating managers that damage working relationships. 10- 36 End of Chapter 10 10- 37