Nordstrom investment plan
Specifically, the following critical elements must be addressed:
II. Investment Project: Use this section to describe the investment for which you are seeking funding, its costs, and time frame. Specifically, you should:
A. Describe the investment project. Be sure to provide sufficient detail to give the loan committee a firm sense of the parameters of the activity, the need for it, and what financial metrics are relevant for determining success. In other words, what do you propose to do, where, what marketplace need will it fill, and how will you measure success?
B. Specify the resources the project will require and where these resources will come from. In addition to noting the amount of the loan you are requesting, you should also consider human resources, facilities, government approvals, intellectual property, access to natural resources, and other resources that might be required to carry out the project.
C. Time frame. When will the project start, what is the anticipated economic life of the proposed expansion, and how will you decide if, when, or how to exit? Justify your choices with appropriate financial metrics.
III. Justification: In this section, you should analyze the impact of the investment proposal on your business. In particular, you should cover:
A. Why is now a good time for this investment given the global context? Justify your response, citing specific external factors such as trade regulations, foreign currency considerations, or trends in foreign direct investment that might affect business financial decisions.
B. Strategic fit. Use this section to discuss why the investment proposal makes sense for your company strategically. Specifically:
1. How does the investment align with the company’s organizational and financial priorities? Support your argument with evidence from company reports and financial statement analysis designed to persuade the lender that the investment is a good strategic fit for your company.
2. How does the project fit within the global microeconomic environment? Support your response with evidence. For example, would the expansion tap unmet demand for the company’s key products or services or fill a new niche? How do you know?
3. How does the project build on the organization’s core competencies and comparative advantage? For example, does the company have a strategic advantage from intellectual property, regional expertise, suppliers, or organizational structure?
|
Critical Elements |
Proficient (100%) |
Needs Improvement (75%) |
Not Evident (0%) |
Value |
|
Investment Project: Describe
|
Describes investment project, providing sufficient detail to give a firm sense of the parameters of activity, market need, and relevant financial metrics for determining success
|
Describes investment project, but description lacks detail, contains inaccuracies, or omits key information on parameters, market need, and relevant financial metrics for determining success
|
Does not describe investment project |
13 |
|
Investment Project: Resources |
Specifies resources required, including amount of loan and other physical and financial resources, along with where resources will come from |
Specifies resources required, including amount of loan requested, other physical and financial resources, and where resources will come from, but response contains inaccuracies or omits key details |
Does not specify resources required |
13 |
|
Investment Project: Time Frame |
Determines when project will start, anticipated economic life, and exit process, justifying choices with appropriate financial metrics |
Determines when project will start, anticipated economic life, and exit process, justifying choices with financial metrics, but response contains inaccuracies, omits key details, or financial metrics are not appropriate |
Does not determine when project will start, anticipated economic life, and exit process |
13 |
|
Justification: Why Now
|
Evaluates why now is a good time for this investment in the global context, citing specific external factors that might affect business financial decisions in justifying response
|
Evaluates why now is a good time for this investment in the global context, citing specific external factors, but response contains inaccuracies, omits key details, or links to business financial decisions are tenuous
|
Does not evaluate why now is a good time for this investment in the global context, citing specific external factors that might affect business financial decisions in justifying response |
13 |
|
Justification: Strategic Fit: Priorities |
Persuasively argues how the investment aligns with the company’s organizational and financial priorities, supported by evidence from company reports and financial statement analysis |
Argues how the investment aligns with the company’s organizational and financial priorities, supported by evidence, but argument is cursory, illogical, contains inaccuracies, or is poorly supported by evidence and sound financial analysis |
Does not argue how the investment aligns with the company’s organizational and financial priorities |
13 |
|
Justification: Strategic Fit: Microeconomic |
Assesses how the project fits within the global microeconomic environment, supported by evidence |
Assesses how the project fits within the global microeconomic environment, supported by evidence, but response is cursory, poorly supported, contains inaccuracies, or links between microeconomic factors and project are tenuous |
Does not assess how the project fits within the global microeconomic environment |
13 |
|
Justification: Strategic Fit: Comparative Advantage |
Evaluates how project builds on organization’s core competencies and comparative advantage in explaining why the project makes sense strategically |
Evaluates how project builds on organization’s core competencies and comparative advantage in explaining why the project makes sense, but response is cursory, contains inaccuracies, or is only tangentially related to strategic fit |
Does not evaluate how project builds on organization’s core competencies and comparative advantage in explaining why the project makes sense strategically |
13 |
|
Articulation of Response |
Submission has no major errors related to citations, grammar, spelling, syntax, or organization |
Submission has major errors related to citations, grammar, spelling, syntax, or organization that negatively impact readability and articulation of main ideas |
Submission has critical errors related to citations, grammar, spelling, syntax, or organization that prevent understanding of ideas |
9 |
|
Total |
100% |