client interview busi 313

Criteria

Levels of Achievement

Proficient

Competent

Novice

Points Earned

Writing, Grammar, Usage, Professionalism

40 to 50 points

· The memo includes a minimum of 1,000 words.

· APA formatting is correct.

· Grammar, spelling, and usage are correct and demonstrate sophistication.

· Memo demonstrates appropriate tone and organization for professional communication with supervisor.

30 to 39 points

· The memo includes a minimum of 1,000 words.

· APA formatting is generally correct.

· Grammar, spelling, and usage are correct.

· Memo demonstrates appropriate tone and organization for professional communication with supervisor.

0 to 29 points

· The memo contains fewer than 1,000 words.

· APA formatting is incomplete or incorrect.

· Grammar, spelling, and usage are incomplete or incorrect.

· Memo lacks appropriate tone and organization for communication with supervisor.

Completeness, Identification, Relevant Issues

40 to 50 points

Notes the majority of the relevant facts regarding the family discussed in the interview, and incorporates all of the issues in the Chapter 14 checklist into the plan.

30 to 39 points

Notes many of the relevant facts regarding the family discussed in the interview, and incorporates most of the issues in the Chapter 14 checklist into the plan.

0 to 29 points

Omits significant relevant facts regarding the family discussed in the interview, and incorporates only sporadic or incomplete issues in the Chapter 14 checklist into the plan.

Substantive Analysis

80 to 100 points

· For each category in the Chapter 14 checklist, substantive solutions required for the family in the interview to create its estate plan is provided

· Major points are stated clearly and supported by reading/lecture material, Scripture, examples, and thoughtful analysis (considering assumptions, analyzing implications, comparing/contrasting concepts).

· Scholarly legal or biblical sources are integrated into analysis and appropriately cited.

60 to 79 points

· Provides basic solutions required for the family in the interview to create its estate plan.

· Major points are stated clearly and supported by reading/lecture material, Scripture, examples, and thoughtful analysis (considering assumptions, analyzing implications, comparing/contrasting concepts).

· Scholarly legal or biblical sources are referenced and cited.

0 to 59 points

· Reviews but does not provide in-depth analysis of solutions required for the family in the interview to create its estate plan.

· Key points are merely summarized or are omitted, and are substantially unsupported by reading/lecture material, Scripture, examples, and analysis.

· Scholarly legal or biblical sources are few or lacking.

Total

Instructor’s Comments: