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iRubric: Financial Plan-Project rubric

iRubric: Financial Plan-Project rubric

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Financial Plan-Project 
Financial Plan-Project
Students will collaborate and put together a presentation for their final product: A Financial Plan. The financial plan will describe what financial measures they took or are planning to take to achieve their desired goal.
Rubric Code: NX9XA9W
By kkmths
Draft
Public Rubric
Subject: Accounting  
Type: Project  
Grade Levels: K-5

Powered by iRubric Financial Plan-Project
  Poor

1 pts

Fair

2 pts

Good

3 pts

Excellent

4 pts

Understands money managing skills

Poor

The student has little to no understanding of what money managing skills are needed to be financially successful.
Fair

The student has some understanding of the basic money managing skills needed to be financially successful.
Good

The student has a good understanding of the basic money managing skills needed to be financially successful but cannot comprehend the use of each of them to achieve a financial goal.
Excellent

The student has an excellent understanding of the basic money managing skills needed to be financially successful and fully comprehends how each are used towards achieving a financial goal.
Financial Goals

Poor

Goals are not clearly written and has very poor grammar.
Fair

Clearly Written; contains at least one financial goal and a lot of grammatical errors.
Good

Clearly Written; contains at least one financial goal and has minor grammatical errors.
Excellent

Clearly Written; contains at least one financial goal and has exceptional grammar.
Budgeting & Saving Money

Poor

The student has little to no understanding of what a budget is or how to save properly prior to paying bills.
Fair

The student has some understanding of what a budget consist of.
Good

The student has a good understanding of what a budget consist of but is not quite sure how to properly save money before paying bills.
Excellent

The student has an excellent understanding of what a budget consist of and uses proper steps towards saving money before paying bills.
Paying Bills

Poor

The student cannot identify any bills for which they are responsible every month and dost not understand the use of online banking.
Fair

The student identified less then five bills which they are responsibly for every month.
Good

The student will identify a minimum of five bills which they are responsibly for every month but does not comprehend the use of online banking.
Excellent

The student will identify a minimum of five bills which they are responsibly for every month and literally comprehends the use of online banking.
Research

Poor

The student does not understand the usage of research and cannot distinguish between reliable and less reliable sources.
Fair

The student has some understanding of what research is used for.
Good

The student understands the usage of research but cannot distinguish between reliable sources and less reliable Sources.
Excellent

The student understands the usage of research and can distinguish between reliable sources and less reliable Sources.
Checks & Checkbook

Poor

The student cannot write a checks correctly and cannot keep track of incoming and outgoing transactions to balance out their checkbook correctly.
Fair

The student understands how to write a check but minor errors are found.
Good

The student can write a check without any mistakes but cannot keep a good track of outgoing and incoming transactions in order to balance their check register correctly.
Excellent

The student can write a check without any mistakes and keep a good track of outgoing and incoming transactions in order to balance their check register correctly.
Credit/Debit Cards

Poor

The student cannot explain the differences between a credit and debit card and cannot give any examples of what they are useful for.
Fair

The student has some understanding on the difference between a credit and debit card.
Good

The student will be able to explain the difference between credit cards and debit cards but cannot give clear examples of what they are useful for.
Excellent

The student will be able to explain the difference between credit cards and debit cards and can give clear examples of what they are useful for.
Financial Plan

Poor

The student does not understands the importance of a financial plan and cannot deliver their steps to achieve their goal clearly and has a lot of grammatical errors.
Fair

The student has some understanding of the importance of a financial plan.
Good

The student understands the importance of a financial plan but did not deliver every step to achieving their goal clearly, without and had minor grammatical errors.
Excellent

The student understands the importance of a financial plan and delivers every step to achieving their goal clearly, without any grammatical errors.
Presentation

Poor

The student gave a poor performance and did not incorporate any previous knowledge from lessons or research and did not state their steps towards their financial goal clearly.
Fair

The student gave a fair performance but incorporated very little knowledge from previous lessons and research.
Good

The student gave a good performance and somewhat incorporated knowledge from previous lessons and research and did not clearly state how they plan to achieve their financial goal.
Excellent

The student gave a highly effective performance by incorporating knowledge from previous lessons, research and used new vocabulary words and used visual arts effectively while clearly stating how they plan to achieve their financial goal. They had great collaboration skills by always communicating effectively within the group and
Collaboration

Poor

The student had very poor communication between the other members of the group and did not put in any effort in any of the work within the group.
Fair

The student had very little communication between the other members of the group and did not put much effort in any of the work within the group.
Good

The student had good communication between the other members of the group and put in their fair share of work within the group.
Excellent

The student had excellent communication between the other members of the group and put in their fair share of work within the group. The student did an excellent job transition information between the other members of the group throughout the presentation process.




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