Business Plan Part 2
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Rubric-BusinessPlanPart2.pdf
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Business Plan Part 2: Financial Analysis and Budget - Rubric Total 60 points
Criterion 1. Unsatisfactory 2. Insufficient 3. Approaching 4. Acceptable 5. Target
Strategic Initiative
Strategic Initiative
0 points
Description of proposed
strategic initiative,
including proposed
changes and expected
outcomes based upon the
results of the SWOT
analysis, is not included.
3.9 points
Description of proposed
strategic initiative,
including proposed
changes and expected
outcomes based upon the
results of the SWOT
analysis, is incomplete or
incorrect.
4.5 points
Description of proposed
strategic initiative,
including proposed
changes and expected
outcomes based upon the
results of the SWOT
analysis, is included, but
lacks explanation and
relevant supporting details.
5.1 points
Description of proposed
strategic initiative,
including proposed
changes and expected
outcomes based upon the
results of the SWOT
analysis, is complete and
includes explanation and
relevant supporting details.
6 points
Description of proposed
strategic initiative,
including proposed
changes and expected
outcomes based upon the
results of the SWOT
analysis, is exemplary.
Budget
Budget
0 points
Budget table, including all
relevant budget categories
such as staffing, space,
equipment, training,
education, and other
initiative-related expenses,
is not included.
15.6 points
Budget table, including all
relevant budget categories
such as staffing, space,
equipment, training,
education, and other
initiative-related expenses,
is incomplete or incorrect.
18 points
Budget table, including all
relevant budget categories
such as staffing, space,
equipment, training,
education, and other
initiative-related expenses,
is included, but lacks key
budget information in 1-2
categories, lacks accuracy,
and/or is unrealistic.
20.4 points
Budget table, including all
relevant budget categories
such as staffing, space,
equipment, training,
education, and other
initiative-related expenses,
is complete and is mostly
accurate and realistic.
24 points
Budget table, including all
relevant budget categories
such as staffing, space,
equipment, training,
education, and other
initiative-related expenses,
is thorough, accurate, and
realistic.
Financial Data Overview
Financial Data Overview
0 points
Summary of financial data
examined to create the
budget, including
description of specific
factors relevant to each
financial statement, is not
included.
7.8 points
Summary of financial data
examined to create the
budget, including
description of specific
factors relevant to each
financial statement, is
incomplete or incorrect.
9 points
Summary of financial data
examined to create the
budget, including
description of specific
factors relevant to each
financial statement, is
included, but lacks
explanation and
supporting data.
10.2 points
Summary of financial data
examined to create the
budget, including
description of specific
factors relevant to each
financial statement, is
complete and includes
explanation and
supporting data.
12 points
Summary of financial data
examined to create the
budget, including
description of specific
factors relevant to each
financial statement, is
thorough and includes
substantial explanation
and supporting data.
Financial Statement
Financial Statement
0 points
Figure or appendix
containing a financial
statement from the
selected organization is not
included.
3.9 points
Figure or appendix
containing a financial
statement from the
selected organization is
incorrect.
4.5 points
NA
5.1 points
NA
6 points
Figure or appendix
containing a financial
statement from the
selected organization is
complete and correct.
Thesis, Position, or
Purpose
Communicates reason for
writing and demonstrates
awareness of audience.
0 points
The thesis, position, or
purpose is not discernible.
No awareness of the
appropriate audience is
evident.
1.95 points
The thesis, position, or
purpose is unfocused or
confused. There is very
little awareness of the
intended audience.
2.25 points
The thesis, position, or
purpose is discernable in
most aspects, but is
occasionally weak or
unclear. There is limited
awareness of the
appropriate audience.
2.55 points
The thesis, position, or
purpose is adequately
presented. An awareness
of the appropriate
audience is demonstrated.
3 points
The thesis, position, or
purpose is clearly
communicated throughout
and clearly directed to a
specific audience.
Development, Structure,
and Conclusion
Advances position or
purpose throughout
writing; conclusion aligns
to and evolves from
development.
0 points
No advancement of the
thesis, position, or purpose
is evident. Connections
between paragraphs are
missing or inappropriate.
No conclusion is offered.
1.95 points
Writing lacks logical
progression of the thesis,
position, or purpose. Some
organization is attempted,
but ideas are disconnected.
Conclusion is unclear and
not supported by the
overall development of the
purpose.
2.25 points
Limited advancement of
thesis, position, or purpose
is discernable. There are
inconsistencies in
organization or the
relationship of ideas.
Conclusion is simplistic and
not fully aligned to the
development of the
2.55 points
The thesis, position, or
purpose is advanced in
most aspects. Ideas clearly
build on each other.
Conclusion aligns to the
development of the
purpose.
3 points
The thesis, position, or
purpose is logically
advanced throughout. The
progression of ideas is
coherent and unified. A
clear and logical conclusion
aligns to the development
of the purpose.
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purpose.
Mechanics of Writing
Includes spelling,
capitalization, punctuation,
grammar, language use,
sentence structure, etc.
0 points
Errors in grammar or
syntax are pervasive and
impede meaning. Incorrect
language choice or
sentence structure errors
are found throughout.
1.95 points
Frequent and repetitive
mechanical errors are
present. Inconsistencies in
language choice or
sentence structure are
recurrent.
2.25 points
Occasional mechanical
errors are present.
Language choice is
generally appropriate.
Varied sentence structure
is attempted.
2.55 points
Few mechanical errors are
present. Suitable language
choice and sentence
structure are used.
3 points
No mechanical errors are
present. Appropriate
language choice and
sentence structure are
used throughout.
Format/Documentation
Uses appropriate style,
such as APA, MLA, etc., for
college, subject, and level;
documents sources using
citations, footnotes,
references, bibliography,
etc., appropriate to
assignment and discipline.
0 points
Appropriate format is not
used. No documentation of
sources is provided.
1.95 points
Appropriate format is
attempted, but some
elements are missing.
Frequent errors in
documentation of sources
are evident.
2.25 points
Appropriate format and
documentation are used,
although there are some
obvious errors.
2.55 points
Appropriate format and
documentation are used
with only minor errors.
3 points
No errors in formatting or
documentation are
present.
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