Financial Planning and Growth
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FinancialPlanGradingGuide.docx|
Financial Plan Grading Guide FIN/375 Version 3 |
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Financial Plan Grading Guide
FIN/375 Version 3
Financial Management in the Small Business
Copyright
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Individual Assignment: Financial Plan
Purpose of Assignment
In this assignment, students will be evaluating a cash budgeting scenario and developing a financial plan for a fictional business.
Grading Guide
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Met |
Partially Met |
Not Met |
Comments: |
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The student calculates the cash budget using the Cash Budget Worksheet, and uses the Cash Budget Worksheet Answers to review their work. |
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The student discusses potential cash budget benefits and pitfalls for the business, including how the budget supports the strategic goal of the business to increase revenue by 10% annually. |
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The student outlines their expected business expenses (e.g. fixed and variable costs, marketing, labor, operations, insurance) and sources of revenue (e.g. funding, sales of products/services). |
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The student includes an income statement, balance sheet, and cash flow statement. |
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The student explains how they will adjust their small business cash budget to manage contingencies (such as emergencies and market shifts) as well as product and distribution shifts. |
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The student compares the differences between a cash budget and an operating budget, and explains why both are beneficial. |
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The student explains why a budget variance analysis is crucial for the operation of a business, and discusses how often a budget variance analysis should be performed. |
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The student summarizes their findings/recommendations. |
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The financial plan is 700 to 1,050 words in length. |
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Total Available |
Total Earned |
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7 |
#/7 |
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Writing Guidelines |
Met |
Partially Met |
Not Met |
Comments: |
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Organization |
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The tone is appropriate to the content and assignment. |
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The introduction provides a sufficient background on the topic and previews major points. |
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Paragraph transitions are present, logical, and maintain the flow throughout the paper. |
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The conclusion is logical, flows from the body of the paper, and reviews the major points. |
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Mechanics |
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The paper—including tables and graphs, headings, title page, and reference page—is consistent with APA formatting guidelines and meets course-level requirements. |
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Intellectual property is recognized with in-text citations and a reference page. |
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Sentences are complete, clear, and concise. |
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Rules of grammar and usage are followed including spelling and punctuation. |
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Total Available |
Total Earned |
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3 |
#/3 |
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Assignment Total |
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10 |
#/10 |
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Additional comments:
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