Finance Project
SandyRicou188
fin300_portfolioprojectrubric_09212015.pdf
FIN300 Portfolio Project Scoring Rubric
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Criteria Meets Expectation Approaches Expectation
Below Expectation Limited Evidence
Content, Research, and Analysis 21‐25 Points 16‐20 Points 11‐15 Points 6‐10 Points Requirements The Portfolio
includes all of the required components, as specified in the assignment.
The Portfolio includes most of the required components, as specified in the assignment.
The Portfolio includes some of the required components, as specified in the assignment.
The Portfolio includes few of the required components, as specified in the assignment.
21‐25 Points 16‐20 Points 11‐15 Points 6‐10 Points Content Demonstrates
strong or adequate knowledge of the materials; correctly represents knowledge from the readings and sources.
Some significant but not major errors or omissions in demonstration of knowledge.
Major errors or omissions in demonstration of knowledge.
Fails to demonstrate knowledge of the materials.
33‐40 Points 25‐32 Points 17‐24 Points 9‐16 Points Purpose of the Proposal
Purpose of the proposal is well defined, supported and articulated.
Statement of purpose includes significant but not major flaws and errors in definition, support and articulation.
Statement of purpose includes major flaws and errors in definition, support and articulation.
Statement of purpose is not defined, supported, and articulated.
49‐60 Points 37‐48 Points 25‐36 Points 13‐24 Points Explanation of Financing
Company’s WACC, capital structure, dividend policy if applicable, and the reason for the change in financing are clearly explained. Alternatives that meet the company’s expectations for increasing shareholder value are presented.
Small number of significant but not major flaws in explanation of company’s WACC, capital structure, dividend policy if applicable, and the reason for the change in financing are present. Alternatives that meet the company’s expectations for increasing shareholder value
Major problems in organization and writing Company’s WACC, capital structure, dividend policy if applicable, and the reason for the change in financing are present. Alternatives that meet the company’s expectations for increasing shareholder value are poorly
Fails to explain company’s WACC, capital structure, dividend policy if applicable, and the reason for the change in financing. Alternatives that meet the company’s expectations for increasing shareholder value are not presented.
FIN300 Portfolio Project Scoring Rubric
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are somewhat explained.
explained.
49‐60 Points 37‐48 Points 25‐36 Points 13‐24 Points Report or Presentation Structure
Quantitative findings are clearly stated and well integrated into the written report or presentation. Executive summary is complete and one page or less.
Quantitative findings are stated and somewhat integrated into the written report or presentation. Executive summary is complete and one page or less
Quantitative findings are poorly stated and not well integrated into the written report or presentation. Executive summary is deficient.
Quantitative findings are not present or incorrect in the written report or presentation. Executive summary is deficient or absent.
49‐60 Points 37‐48 Points 25‐36 Points 13‐24 Points Quantitative Calculations
WACC (NPV and IRR, if applicable) are included and calculated correctly. Financing and other calculations are included and correct.
WACC (NPV and IRR, if applicable) are included with some significant but not major errors. Financing and other calculations are included with 1 or 2 errors.
WACC (NPV and IRR, if applicable) are included with major errors. Financing and other calculations are included with 3 or 4 errors.
WACC (NPV and IRR, if applicable) are not included. Financing and other calculations are absent or included with 5 or more errors.
Common Core 5 Points 4 Points 3 Points 2 Points Critical Thinking Applies critical
thinking and reasoning skills for effective analysis.
Small number of significant but not major flaws or omissions in application of critical thinking skills.
Includes major flaws or omissions, or numerous minor flaws, in application of critical thinking skills.
Critical thinking and reasoning skills are absent or ineffective.
5 Points 4 Points 3 Points 2 Points Ethics Prescribes actions
to effectively address a variety of ethical situations that support social responsibility.
Small number of significant but not major flaws or omissions in prescribing actions to address ethical situations.
Includes major flaws or omissions, or numerous minor flaws, in prescribing actions to address ethical situations.
Prescription of actions to address ethical situations is absent or ineffective.
5 Points 4 Points 3 Points 2 Points Leadership Demonstrates
effective leadership and teamwork skills.
Small number of significant but not major flaws or omissions in
Includes major flaws or omissions, or numerous minor flaws, in
Demonstration of leadership and teamwork skills is absent or
FIN300 Portfolio Project Scoring Rubric
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demonstration of leadership and teamwork skills.
demonstration of leadership and teamwork skills.
ineffective.
5 Points 4 Points 3 Points 2 Points Technology Selects current
technology applications and applies to specific problems and challenges in the work place and professional skills.
Small number of significant but not major flaws or omissions in selection of current technology applications.
Includes major flaws or omissions, or numerous minor flaws, in selection of current technology applications.
Selection of current technology applications is absent or ineffective.
Mechanics and Writing 17‐20 Points 13‐16 Points 9‐12 Points 5‐8 Points Organization Project is clearly
organized, well written, and in proper essay format including an introduction, body, and conclusion. Conforms to project requirements.
Small number of significant but not major flaws in organization and writing; is in proper essay format. In a minor way does not conform to project requirements.
Major problems in organization and writing; does not completely follow proper essay format. In a significant way does not conform to project requirements.
Project is not well organized or well written and is not in proper essay format. Does not conform to project requirements.
17‐20 Points 13‐16 Points 9‐12 Points 5‐8 Points Grammar and Style
Strong sentence and paragraph structure; few or no minor errors in grammar and spelling; appropriate writing style; clear and concise with no unsupported comments.
Small number of significant but not major errors in grammar and spelling; generally appropriate writing.
Inconsistent to inadequate sentence and paragraph development; work needed on grammar and spelling; does not meet program expectations.
Poor quality; unacceptable in terms of grammar and/or spelling; inappropriate writing style that interferes with clarity.
17‐20 Points 13‐16 Points 9‐12 Points 5‐8 Points
FIN300 Portfolio Project Scoring Rubric
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APA Includes all items listed on APA rubric and includes less than two APA style guide mistakes within the paper itself. Citations and reference page are correctly formatted.
Omits up to two items listed on APA rubric and includes less than four APA style guide mistakes within the paper itself. Citations and reference page are correctly formatted with minor mistakes.
Omits up to four items listed on APA rubric and includes less than six APA style guide mistakes within the paper itself. Citations and reference page include numerous mistakes.
Omits five or more items listed on APA rubric and includes seven or more APA style guide mistakes within the paper itself. Citations and reference page are incorrectly formatted.
Total points possible = 350
