Analyze and interpret results of financial decision tools
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Criteria |
Excellent |
Proficient |
Developing |
Needs Improvement |
Not Submitted |
Criterion Score |
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Executive Summary |
20 points 20 Points Clearly summarizes situation, key findings, and provides 2+ high-level recommendations. |
17 points 17 Points Clearly summarizes with at least 1 recommendation included. |
15 points
15 Basic summary with no clear recommendations. |
12 points 12 Points Summary is unclear, incomplete, or recommendations missing. |
0 points 0 Points Not submitted. |
Score of Executive Summary, / 20 |
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Introduction & Context |
15 points 15 Points Clearly defines purpose, provides complete background on company and industry. |
13 points 13 Points Clearly defines purpose and includes general company and industry background. |
11 points 11 Points Purpose or background is partially unclear or incomplete. |
9 points 9 Points Significant gaps or errors in purpose or background. |
0 points 0 Points Not submitted. |
Score of Introduction & Context, / 15 |
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Economic Environment Analysis |
25 points 25 Points Clearly identifies and explains 3+ economic factors, their potential impacts, and market trends with numeric data. |
22 points 22 Points Identifies and explains at least 2 economic factors clearly, with some numeric data. |
19 points 19 Points Identifies and briefly explains at least 1 economic factor, with minimal numeric data. |
15 points 15 Points Economic factors unclear or incomplete, lacking numeric data. |
0 points 0 Points Not submitted. |
Score of Economic Environment Analysis, / 25 |
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Financial Tool Assessment |
25 points 25 Points Clearly assesses strengths/limitations of all 3 tools (break-even, CVP, ABC), identifies 1 additional tool with clear rationale. |
22 points 22 Points Clearly assesses strengths/limitations of at least 2 tools, identifies 1 additional tool. |
19 points 19 Points Basic assessment of at least 1 tool, minimal or unclear additional tool. |
15 points 15 Assessment unclear or incorrect; additional tool missing. |
0 points 0 Points Not submitted. |
Score of Financial Tool Assessment, / 25 |
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Break-Even & CVP Analysis Interpretation |
25 points 25 Points Clearly interprets break-even and CVP results, with 3+ numeric references, clearly identifying implications and profitability. |
22 points 22 Points Clearly interprets with 2 numeric references, identifies implications. |
19 points 19 Points Basic interpretation with at least 1 numeric reference, limited implications. |
15 points 15 Points Interpretation vague or incorrect, numeric references missing or incorrect. |
0 points 0 Points Not submitted. |
Score of Break-Even & CVP Analysis Interpretation, / 25 |
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Recommendations & Implementation |
20 points 20 Points Provides 3+ specific, quantifiable recommendations with clearly outlined risk mitigation and implementation timeline. |
17 points 17 Points Provides 2 clear recommendations with basic risk mitigation and timeline. |
15 points 15 Points Provides at least 1 basic recommendation, limited detail on risk or implementation. |
12 points 12 Points Recommendations unclear, unquantifiable, or lacking implementation details. |
0 points 0 Points Not submitted. |
Score of Recommendations & Implementation, / 20 |
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Presentation, Organization & Citations |
10 points 10 Points Professional formatting, logical structure, clear visuals, and fully correct APA citations. |
8 points 8 Points Minor formatting or citation errors (1-2 errors). |
7 points 7 Points Several formatting or citation errors (3-4 errors); visuals unclear or limited. |
5 points 5 Points Poor formatting, numerous errors (>4 errors), visuals missing or irrelevant. |
0 points 0 Points Not submitted. |
Score of Presentation, Organization & Citations, / 10 |
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Skills |
10 points 10 Points The student skillfully and consistently integrates relevant skills into the assignment. Application is accurate, contextually appropriate, and enhances the depth or originality of the assignment. Demonstrates mastery through insightful use of skills. |
8 points 8 Points The student applies relevant skills accurately and appropriately. The use of skills supports key ideas or analysis and demonstrates a strong understanding. Integration is effective but may lack the depth or originality of a mastery-level response. |
7 points 7 Points The student applies relevant skills inconsistently or with partial success. Connections to the assignment may be unclear, generalized, or only loosely aligned with the topic. Demonstrates a basic understanding but limited integration. |
5 points 5 Points The student attempoints to apply relevant skills but with evident inaccuracies, oversimplifications, or weak alignment with the assignment content. Demonstrates limited awareness and understanding. |
