I. Project 3: Financial Statement Analysis Project

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ComparativeFinancialAnalysisRubric.docx

Comparative Financial Analysis Rubric

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Ranges

100 - 90%

89 – 80%

79 – 0%

Excel

Exceeds Performance Expectations 15 points

Meets Performance Expectations 13.35 points

Does Not Meet Performance Expectations 0 points

Correct format

The formatting of the cells, graphs, tables, overall report, statement, etc. are easy to read and understand. Cells requiring labeling are properly labeled. Number of sheets is in alignment with assessment instructions. The work has a professional appearance.

The formatting of the cells, graphs, tables, overall report, statement, etc. are mostly easy to read and understand. Some cells requiring labeling are properly labeled. Number of sheets is less than or greater than the requirements of the assessment. The work has a somewhat professional appearance.

The formatting of the cells, graphs, tables, overall report, statement, etc. are not easy to read and understand. Some cells requiring labeling are properly labeled. Number of sheets is excessively more or less than the requirements of the assessment. The work appeared unprofessional. Or did not submit.

Accuracy of numbers

All numbers on the are accurate. Currency figures have currency symbols in the correct cells only. The number of decimal places is appropriate given the numbers.

Most of the numbers on the work are accurate. Currency figures have currency symbols in the correct cells and some incorrect cells. The number of decimal places may be appropriate given the numbers.

Most of the numbers on the work are inaccurate. Currency figures have currency symbols in almost all cells. The number of decimal places may be appropriate given the numbers. Or did not submit.

Accuracy of formulas

Chooses the correct formula and uses formulas to compute values on the worksheet(s). All formulas are correct. The use of advanced Excel functions is confirmed by the formulas. Formulas are used across multiple sheets when appropriate.

Mostly chooses the correct formula and uses formulas to compute values on the worksheet(s). Some of the formulas are correct. The use of advanced Excel functions cannot be confirmed by the formulas. Formulas are used across multiple sheets when appropriate.

Mostly chooses the correct formula and uses formulas to compute some values on the worksheet(s). Some of the formulas are correct. The use of advanced Excel functions cannot be confirmed by the formulas. Formulas are not used across multiple sheets when appropriate. Or did not submit.

Tables, graphs, Smart-art, etc.

Tables, graphs, and smart-art are used to graphically represent cell data. Formatting of tables, graphs, and smart-art appears professional and contributes to creating a deep understanding of the quantitative data.

Tables, graphs, and smart-art are used to graphically represent cell data. Selection and formatting of tables, graphs, and smart-art appears somewhat professional and somewhat contributes to understanding the quantitative data.

Tables, graphs, and smart-art are used, but not to a great extent. Selection and formatting of tables, graphs, and smart-art appears unprofessional and does not contribute to understanding the quantitative data. Or did not submit.

Presentation

Exceeds Performance Expectations 7.5 points

Meets Performance Expectations 6.675 points

Does Not Meet Performance Expectations 0 points

Content of Presentation

Information on the face of slides is accurate and relevant, and all academic references are included where necessary and per APA guidelines.

Information on the face of the slides is mostly accurate and relevant with only a few minor errors; all academic references are not presented and or not in APA format.

Information on the face of the slides is inaccurate and or irrelevant; academic references are not provided or not in APA format. Or did not submit.

Organization of Presentation

Slide sequencing is logical and tells "a story" that walks the audience through explanations, steps in a process, or other dimensions of the presentation.

Slide sequencing is mostly logical and tells "a story" that walks the audience through explanations, steps in a process, or other dimensions of the presentation.

Slide sequencing is illogical.  The slides may tell a story, but not in an organized manner.   Or, did not submit.

Notes to the Slides

Notes are presented on all slides and match the audio perfectly.

Notes are presented on most of the slides and match the audio for the most part.

Notes are not presented on most of the slides and they do not match the audio for the most part. Or did not submit.

Audio Enhancement

Audio file is clear and without any static.  Speaker enunciates clearly, uses full sentences, and speaks at a reasonable pace throughout the presentation.  The timing of the presentation fits the requirements of the project. The quality of the audio suggests it was rehearsed.

Audio file is clear and without static for the most part.  Speaker enunciates clearly, uses full sentences, and speaks at a reasonable pace for most of the presentation.  The timing of the presentation may be 1 minute too short or too long. 

Audio file is not clear and may contain static. The speaker is difficult to understand, may speak too slowly or too fast for most of the presentation.  The timing of the presentation may be 2 or more minutes too short or too long.  Overall, the presentation is not polished nor professional.  Or, did not submit.

Word

Exceeds Performance Expectations 10 points

Meets Performance Expectations 8 .9 points

Does Not Meet Performance Expectations 0 points

Writing Competencies

Clear, correct, and concise use of English grammar with no spelling or punctuation errors. Employs professional writing without colloquial language. Organization is easy to follow and congruent with graduate level writing skills.

Clear, correct, and concise use of English grammar with some spelling and or punctuation errors. Employs professional writing with some colloquial language. Organization is not easy to follow but the submission is written at the graduate level.

Confusing, incorrect, and or wordy use of English grammar with many spelling and or punctuation errors. Employs unprofessional writing with a significant amount of colloquial language. Organization is not easy to follow and the submission is not written at the graduate level. Or did not submit.

Overall Score

Exceeds Performance Expectations 90 or more

Meets Performance Expectations 80 or more

Does Not Meet Performance Expectations 0 or more

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