FM007 Final Q

6/8/22, 11:47 PM Feedback for FM007 Assessment Submission (Attempt 2) - FM007: Analyze Financial Data - Walden University - Tempo Learning

https://tempolearning.brightspace.com/d2l/lms/dropbox/user/folder_user_view_feedback.d2l?db=5529&grpid=0&isprv=0&bp=0&ou=107482 1/6

FM007.2 Rubric Version 2 Activity: FM007 Assessment Submission (Attempt 2)

Course: FM007: Analyze Financial Data

Name: Mbide Mesue Nzume

Criteria Does Not Meet Expectations

Meets Expectations Exceeds Expectations

Calculate and

interpret net sales,

operating expenses,

operating income, and

net income data to

determine

significance of trend

result.

Calculate and

interpret profit

margin, asset

turnover, return on

assets, and return on

net worth data to

assess a company’s

profitability.

Analysis does not

include or includes an

incomplete or

inaccurate calculation

of the 5-year net sales,

operating expenses,

operating income, and

net income.

Analysis does not

include or includes an

inaccurate, unclear, or

incomplete

interpretation of the

data and/or

explanation of the

significance of the

trend result.

Analysis accurately

calculates the 5-year

net sales, operating

expenses, operating

income, and net

income.

Analysis accurately

interprets the data and

effectively uses it to

explain the

significance of the

trend result.

Analysis demonstrates

the same level of

achievement as

“Meets,” plus the

following:

Analysis includes an

explanation of the

significance of the

trend results including

detailed examples or

illustrative graphics.

Analysis does not

include or includes an

incomplete or

inaccurate calculation

of the 5-year total

profit margin, asset

turnover, return on

assets, and/or return

on net worth.

Analysis does not

include or includes an

inaccurate, unclear, or

incomplete

interpretation of the

data and/or

explanation of the

company’s

profitability.

Analysis accurately

calculates the 5-year

total profit margin,

asset turnover, return

on assets, and return

on net worth.

Analysis accurately

interprets the data and

uses it to assess the

company’s

profitability.

Analysis demonstrates

the same level of

achievement as

“Meets,” plus the

following:

Analysis provides

additional context for

these calculations by

comparing them to

other healthcare

organizations or

figures for the

industry.

6/8/22, 11:47 PM Feedback for FM007 Assessment Submission (Attempt 2) - FM007: Analyze Financial Data - Walden University - Tempo Learning

https://tempolearning.brightspace.com/d2l/lms/dropbox/user/folder_user_view_feedback.d2l?db=5529&grpid=0&isprv=0&bp=0&ou=107482 2/6

Criteria Does Not Meet Expectations

Meets Expectations Exceeds Expectations

Calculate and

interpret current ratio,

day’s cash on hand,

and working capital

data to evaluate a

company’s liquidity.

Criterion Feedback

Calculate debt ratio

and times interest

earned ratio to

evaluate a company’s

long-term solvency.

Criterion Feedback

Analysis does not

include or includes an

inaccurate or

incomplete calculation

of the 5-year current

ratio, day’s cash on

hand, and/or working

capital.

Analysis does not

include or includes an

inaccurate or unclear

interpretation of

calculations to

evaluate the

company’s liquidity.

Analysis accurately

calculates the 5-year

current ratio, day’s

cash on hand, and

working capital.

Analysis accurately

and clearly interprets

the data in order to

explain the company’s

liquidity.

Analysis demonstrates

the same level of

achievement as

“Meets,” plus the

following:

Analysis provides

additional context for

these calculations by

comparing them to

other healthcare

organizations or

figures for the

industry.

Days cash on hand is incorrect

Analysis does not

include or includes an

inaccurate or

incomplete calculation

of the 5-year debt

ratio and times

interest earned ratio.

Analysis does not

include or includes an

inaccurate or

incomplete

interpretation of

calculations to

evaluate the

company’s long-term

solvency.

Analysis accurately

calculates the 5-year

debt ratio and times

interest earned ratio.

Analysis accurately

and clearly interprets

the data in order to

explain the company’s

long-term solvency.

Analysis demonstrates

the same level of

achievement as

“Meets,” plus the

following:

Analysis provides

additional context for

these calculations, by

comparing them to

other healthcare

organizations or

figures for the

industry.

Times interest earned is incorrect

6/8/22, 11:47 PM Feedback for FM007 Assessment Submission (Attempt 2) - FM007: Analyze Financial Data - Walden University - Tempo Learning

https://tempolearning.brightspace.com/d2l/lms/dropbox/user/folder_user_view_feedback.d2l?db=5529&grpid=0&isprv=0&bp=0&ou=107482 3/6

Criteria Does Not Meet Expectations

Meets Expectations Exceeds Expectations

Conduct a DuPont

analysis to determine

the organization’s

DuPont

characteristics and

trends across an

analysis period.

Make

recommendations for

management

decisions based on

evaluation of financial

information.

Apply mathematical

principles to

accurately calculate

cash inflows and

outflows.

Analysis does not

include or includes an

inaccurate DuPont

analysis for each of the

five years or the

analysis is only

provided for some of

the five most recent

years.

Analysis does not

include or includes an

inaccurate or unclear

interpretation of the

company’s DuPont

analysis characteristics

and trends.

Analysis accurately

applies a DuPont

analysis for each of the

five years.

Analysis accurately

and clearly interprets

the company’s

individual DuPont

characteristics and

trends.

Analysis demonstrates

the same level of

achievement as

“Meets,” plus the

following:

Analysis provides

additional context for

these calculations, by

comparing them to

other healthcare

organizations or

figures for the

industry.

Analysis does not

include or includes an

unclear

recommendation for or

against the proposal to

add a centralized nurse

triage line of business.

Analysis does not

include or includes an

unclear or incomplete

rationale supporting

the recommendation

for or against the

purchase or the data

cited in the rationale is

irrelevant or unclear.

Analysis includes a

recommendation for

or against the

proposal to add a

centralized nurse

triage line of business.

Analysis includes clear

and logical rationale

supporting the

recommendation and

data is used to

support the

recommendation.

Analysis demonstrates

the same level of

achievement as

“Meets,” plus the

following:

Analysis provides

additional rationale for

this recommendation

by comparing this

company’s data to

industry benchmarks.

Report does not

include or includes an

inaccurate or

incomplete calculation

of cash inflows and

cash outflows or

response is not

relevant to the case

presented.

Report accurately

calculates the cash

inflows and outflows

for each year in the

case presented.

Report demonstrates

the same level of

achievement as

“Meets,” plus the

following:

Report provides

additional context for

these calculations, by

commenting on how

they compare to other

healthcare

organizations or

figures for the

industry.

6/8/22, 11:47 PM Feedback for FM007 Assessment Submission (Attempt 2) - FM007: Analyze Financial Data - Walden University - Tempo Learning

https://tempolearning.brightspace.com/d2l/lms/dropbox/user/folder_user_view_feedback.d2l?db=5529&grpid=0&isprv=0&bp=0&ou=107482 4/6

Criteria Does Not Meet Expectations

Meets Expectations Exceeds Expectations

Apply strategies to

accurately calculate

the profitability of a

capital project.

Make

recommendations for

management

decisions based on

operative indicator

evaluation.

Report does not

include or includes an

incomplete or

inaccurate calculation

of the NPV, IRR, MIRR,

payback period, and

discounted payback

period of a capital

project.

Report accurately

calculates the NPV,

IRR, MIRR, payback

period, and discounted

payback period of a

capital project.

Report demonstrates

the same level of

achievement as

“Meets,” plus the

following:

Report provides

additional context for

these calculations, by

commenting on how

they compare to other

healthcare

organizations or

figures for the

industry.

Report does not

include or includes a

vague

recommendation as to

whether the project in

the case presented is

acceptable.

Report does not

include a rationale or

does not include

information in the

rationale from

calculations or

includes

misinformation in the

rationale from

calculations, and/or it

does not highlight (or

erroneously highlights)

the costs and benefits

of implementing the

project, and/or it does

not take into

consideration (or

misinterprets) the

corporate policy for

accepting the capital

project.

Report states a clear

recommendation as to

whether the project in

the case presented is

acceptable.

Report provides a

clear and logical

rationale for

supporting the

recommendation

Rationale includes

information from

calculations to

support the

recommendation

Rationale highlights

the costs and benefits

of implementing the

project.

Rationale takes into

consideration the

corporate policy for

accepting the capital

project.

Report demonstrates

the same level of

achievement as

“Meets,” plus the

following:

Rationale includes a

compelling argument

for the

recommendation

based on the overall

evaluation.

6/8/22, 11:47 PM Feedback for FM007 Assessment Submission (Attempt 2) - FM007: Analyze Financial Data - Walden University - Tempo Learning

https://tempolearning.brightspace.com/d2l/lms/dropbox/user/folder_user_view_feedback.d2l?db=5529&grpid=0&isprv=0&bp=0&ou=107482 5/6

Criteria Does Not Meet Expectations

Meets Expectations Exceeds Expectations

Calculate Jiranna’s

profit forecast and

related projections.

Criterion Feedback

Identify outpatient

service lines that are

over budget and

those that are over

budget after

accounting for

workload increases.

Criterion Feedback

Report does not

include or includes

incomplete or

inaccurate calculations

of Jiranna’s original

profits and related

projections or the

calculations are not

relevant to the case

presented.

Report does not

include or includes an

unclear explanation of

the calculations.

Report includes

complete and accurate

calculations of

Jiranna’s original

profits and related

projections for the

case presented.

Report includes clear

explanations of each

calculation.

Report demonstrates

the same level of

achievement as

“Meets,” plus the

following:

In addition to making a

correct projection,

report effectively

considers all relevant

factors such as taxes,

depreciation, etc. that

need to be considered

in deciding Jiranna’s

profit projection.

Revised FY11 budget is incorrect

Report does not

include or includes

incomplete or

inaccurate calculations

of outpatient service

lines that are over

budget and/or

outpatient service

lines that are over

budget after

accounting for

workload increases or

calculations are not

relevant to the case

presented.

Report does not

include or includes

unclear explanation of

the calculations.

Report includes

accurate and complete

calculations of

outpatient service

lines that are over

budget and outpatient

service lines that are

over budget after

accounting for

workload increases for

the case presented.

Report provides a clear

explanation for each

calculation.

Report demonstrates

the same level of

achievement as

“Meets,” plus the

following:

Report includes a chart

or graph to support

the explanation of the

calculations.

Profit variance is incorrect

6/8/22, 11:47 PM Feedback for FM007 Assessment Submission (Attempt 2) - FM007: Analyze Financial Data - Walden University - Tempo Learning

https://tempolearning.brightspace.com/d2l/lms/dropbox/user/folder_user_view_feedback.d2l?db=5529&grpid=0&isprv=0&bp=0&ou=107482 6/6

Overall Score

Criteria Does Not Meet Expectations

Meets Expectations Exceeds Expectations

Recommend actions

to be taken to

improve performance

at Jiranna as a fee-

for-service healthcare

organization.

Recommend actions

to be taken for

Jiranna as a capitated

healthcare

organization.

Report does not

recommend or

recommends only one

act that should be

taken at the mid-year

point for Jiranna as a

fee-for-service

healthcare

organization or two

actions are

recommended but are

incomplete or illogical.

Report is not relevant

to the case presented

in terms of focusing on

the problem areas

and/or identifying

those who might

provide ideas for “best

practices” based on

their performance.

Report clearly details

recommendations for

two logical actions

that should be taken

at the mid-year point

for Jiranna as a fee-

for-service healthcare

organization.

Report is relevant to

the case presented,

focusing on the

problem areas and

identifying those who

might provide ideas

for “best practices”

based on their

performance.

Report demonstrates

the same level of

achievement as

“Meets,” plus the

following:

Report recommends

more than two logical

actions that should be

taken at the mid-year

point for Jiranna as a

fee-for-service

healthcare

organization.

Report does not

recommend or

recommends only one

action that should be

taken at the mid-year

point for Jiranna as a

capitated healthcare

organization, or two

actions are identified

but are not logical or

related to the case

presented.

Actions recommended

do not take into

consideration the

expectations of

Jiranna as a capitated

healthcare

organization.

Report clearly details

recommendations for

two logical actions

that should be taken

at the mid-year point

for Jiranna as a

capitated healthcare

organization.

Actions recommended

take into

consideration the

expectations of

Jiranna as a capitated

healthcare

organization.

Report demonstrates

the same level of

achievement as

“Meets,” plus the

following:

Report identifies more

than two clear and

logical actions that

should be taken at the

mid-year point for

Jiranna as a capitated

healthcare

organization.

Does Not Meet Expectations Meets Expectations Exceeds Expectations