| Major Parts of the report |
Weight (%) |
Excellent (8.5-10) |
Good (7.6-8.4) |
Satisfactory (6.8-7.5) |
Marginal/Unsatisfactory (0-6.7) |
| Assumptions and key considerations |
10 |
All five assumptions and its key considerations are described individually and clearly. |
There are one or two assumptions that are not described individually or clearly. |
There is a single significant error or several minor problems. |
Several assumptions lack clarity in that they have no assumptions written down. |
| Financial and Estate analyses: Actual Cash Flow Statement, Income/ Expenses, and Balance Sheet. All the questions in the case study are addressed. |
60 |
Tracked cash flow and balance sheet assets and liabilities included in detail and Income/Expenses includes two pie charts, all the 6 questions are addressed |
Tracked cash flow, income/expenses, and/or balance sheet included but lacking details. One or two of the questions are not addressed |
Tracked cash flow, income/expenses, and or balance sheet partially included. Three or more questions are not addressed |
No cash flow tracking, pie charts, or balance sheet assets and liabilities. Only one question or no question is addressed |
| Estate planning: Factors to be considered in estate planning should be listed and discussed |
10 |
At least 5 factors to be considered in estate planning have to be listed and discussed |
At least 3 factors to be considered in estate planning have to be listed and discussed |
At least 1 factor to be considered in estate planning have to be listed and discussed |
No factor or only one factor to be considered in estate analysis is analysed and discussed |
| Recommendations |
10 |
Specific recommendations provided that go beyond the expected scope of the case fully supported by data, alternate viewpoints fully considered |
Specific recommendations provided that are substantially correct, alternate viewpoints may be considered |
Recommendations provided that are partially correct, alternate viewpoints not considered |
Recommendations provided that are mostly incorrect or absent |
| References, grammar, sentence structure, paragraphing, vocabulary, spelling, punctuation and clarity |
10 |
References used are cited using APA format both in the text and the list of references. Text messages are clearly expressed using proper writing mechanics. There are no mistakes. |
Minor mistakes in reference citation using APA format. There are very few minor issues with writing mechanics |
Significant mistakes in using APA format. Multiple items are not described individually or clearly. |
APA format is not followed in citation of references. Several items negatively impact clarity, grammar, spelling or structural errors, colloquialisms, and unknown abbreviations. |
Skaur12
Rubrics-Individualassignment.xlsx
