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iRubric: My Financial Plan: The Final Project rubric

iRubric: My Financial Plan: The Final Project rubric

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My Financial Plan: The Final Project 
My Financial Plan: The Final Project
You will create, adjust, and work with a personal budget for the next four weeks. Your grade will be determined according to the guidelines below. If you have any questions, please ask your teacher.
Rubric Code: ZCC498
By debuell1970
Ready to use
Public Rubric
Subject: Math  
Type: Project  
Grade Levels: (none)

Powered by iRubric Financial Planning Forms
Below are the items you will be responsible for completing.
  Under-developed

Too much is missing from your portfolio.

60 pts

Developing

You have an idea of what you should do, but you are in a learning stage as noted below

70 pts

Developed

You understand the planning processes and have used them with some errors as noted below.

80 pts

Exemplary

Your portfolio has all required papers, and you understand financial planning. There are no errors.

90 pts

MONTHLY BUDGET FORM

You will use the Monthly Budget form to control your money. There should be at least four, but you can use as many more as you like.
Under-developed

FOLDER INCLUDES:
1. AT LEAST 1 OR 2 BUDGET FORMS.

2. AT LEAST 1 FORM HAS BEEN ADJUSTED AS NEEDED FOR ITS MONTH.

3. THERE ARE MORE THAN 5 PLANNING ERRORS.
Developing

FOLDER INCLUDES:
1. AT LEAST 3 BUDGET FORMS.

2. EACH FORM HAS BEEN ADJUSTED AS NEEDED FOR EACH MONTH.

3. THERE ARE NO MORE THAN 5 PLANNING ERRORS.
Developed

FOLDER INCLUDES:
1. AT LEAST 4 BUDGET FORMS (ONE FOR EACH MONTH).

2. AT LEAST 2 FORMS INCLUDE ADJUSTMENTS WHERE NEEDED.

3. THERE ARE NO MORE THAN 3 PLANNING ERRORS.
Exemplary

FOLDER INCLUDES;
1. 4 OR MORE BUDGET FORMS (AT LEAST ONE FOR EACH MONTH).

2. EACH BUDGET FORM HAS BEEN ADJUSTED AS NEEDED.

3. THERE ARE NO PLANNING ERRORS.
FINANCIAL GOALS

YOU WILL CREATE A SHORT, INTERMEDIATE, AND LONG-TERM GOAL, USING "SMART" AND THE 6 STEPS OF PLANNING.
Under-developed

FOLDER INCLUDES:
1. ALL THREE TYPES OF GOALS.

2. THERE WERE 2 OR LESS GOAL SETTING STEPS USED.

3. UP TO 1 GOAL WAS ADJUSTED AS NEEDED.
Developing

FOLDER INCLUDES:
1. ALL THREE TYPES OF GOALS.

2. USED AT LEAST 3 OF THE GOAL SETTING STEPS AND 2 "SMART" CRITERIA

3. AT LEAST 1 GOAL WAS ADJUSTED AS NEEDED.
Developed

FOLDER INCLUDE:
1. ALL THREE TYPES OF GOALS.

2. USED AT LEAST 5 OF THE GOAL SETTING STEPS AND 4 "SMART" CRITERIA

3. AT LEAST 2 GOALS WERE UPDATED AS NEEDED.
Exemplary

FOLDER INCLUDES:
1. ALL THREE TYPES OF GOALS.

2. ALL PLANNING STEPS AND "SMART" CRITERIA ARE EVIDENT.

3. ALL GOALS WERE ADJUSTED AS NEEDED.

4. THERE ARE NO PLANNING ERRORS.
CALCULATIONS

ALL MATH CALCULATIONS MUST BE CORRECT.
YOU WILL NEED TO SHOW YOUR WORK AT DIFFERENT TIMES ON A SPECIFIED FORM.
Under-developed

FOLDER INCLUDES:
1. NO CALCULATION FORMS AND/OR THERE ARE MORE THAN 8 CALCULATION ERRORS (FOR ALL CALCULATING WORK)
Developing

FOLDER INCLUDES:
1. 1 CALCULATION FORMS AND/OR THERE ARE NO MORE THAN A TOTAL OF 4 CALCULATION ERRORS (FOR ALL WORK).
Developed

FOLDER INCLUDES:
1. 2 CALCULATION FORMS AND THERE ARE NO MORE THAN A TOTAL OF 2 ERRORS
(FOR ALL WORK).
Exemplary

FOLDER INCLUDES:
1. 2 CALCULATION FORMS AND THERE ARE NO CALCULATION ERRORS
FINAL SUMMARY

AT THE END OF THE LAST MONTH (JUNE 11TH) YOU WILL WRITE A SUMMARY:
1. EXPLAINING YOUR PLAN
2. ADJUSTMENTS YOU MADE AND WH,
3. AND WHAT YOU HAVE LEARNED.
Under-developed

FOLDER INCLUDES:
1. LESS THAN 1/2 OF ALL REQUIRED FORMS.

2. SUMMARY IS INCOMPLETE, MISSING 2 OR MORE REQUIREMENTS.
Developing

FOLDER INCLUDES:
1. NO LESS THAN 1/2 OF THE REQUIRED FORMS.

2. SUMMARY IS MISSING 1 REQUIREMENT.
Developed

FOLDER INCLUDES:
1. NO MORE THAN 1 FORM IS MISSING.

2. SUMMARY IS MISSING 1 REQUIREMENT.
Exemplary

FOLDER INCLUDES:
1. ALL FORMS

2. SUMMARY IS COMPLETE WITH ALL REQUIREMENTS.




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