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iRubric: Financial Managment Project Analysis rubric

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Financial Managment Project Analysis 
Financial Managment Project Analysis
Evaluate student proficiency in applying the principles of finance for cases and projects,
Rubric Code: TX9A82A
By aceder
Ready to use
Public Rubric
Subject: Finance  
Type: Project  
Grade Levels: Undergraduate, Graduate

Powered by iRubric Finance
  Unacceptable

6 pts

Acceptable

8 pts

Exceptional

10 pts

Quantitative problems
10 %
i.

Work applies<BR>
principles of finance<BR>
correctly to<BR>
quantitative analysis.
Unacceptable

Frequent errors or unacceptable<BR>
mistakes indicative of a lack of<BR>
understanding of core principle(s).
Acceptable

Some errors, but demonstrates<BR>
understanding of principles.
Exceptional

No major errors and any minor<BR>
errors do not violate principles.
Conceptual problems
10 %
i.

Work applies<BR>
principles of finance<BR>
correctly in discussing<BR>
results, conclusions,<BR>
and/or<BR>
recommendations.
Unacceptable

Write-up/Discussion reflects lack<BR>
of basic understanding of<BR>
principles.
Acceptable

Write-up/discussion reflects basic<BR>
understanding, but not deep<BR>
understanding of principals.
Exceptional

Write-up/discussion reflects a deep<BR>
understanding of principals.
Financial technology
20 %
i.

Work uses appropriate<BR>
financial technology to gather information and conduct financial analysis.
Unacceptable

Spreadsheet, data sources, and/or<BR>
financial software is misused or<BR>
used inappropriately.<BR>
Or incorrect use of financial calculator (did not show work).
Acceptable

Spreadsheet, data sources, and/or<BR>
financial software used<BR>
appropriately, but not masterfully. Or used financial calculator with few errors, showed work though not summarized professionally.
Exceptional

Spreadsheet, data sources, and/or<BR>
financial software used<BR>
masterfully. Used financial calculator masterfully, showed work and summarized in professional & easy to read format.
Analyze business situations
20 %
i.

Work demonstrates<BR>
ability to synthesize<BR>
complex business<BR>
situations down to key<BR>
issues.
Unacceptable

Focuses on tangential rather than<BR>
key issues.
Acceptable

Focuses on key issues but spends<BR>
too much time on some tangential<BR>
issues.
Exceptional

Focuses on key issues and avoids<BR>
or dismisses tangential issues
ii.

Analysis is sufficient<BR>
to reach reasonable<BR>
conclusions and<BR>
recommendations.
Unacceptable

Quantitative and qualitative<BR>
analysis too simplistic or<BR>
convoluted.
Acceptable

Quantitative and qualitative<BR>
analysis is adequate to make<BR>
reasonable conclusions and/or<BR>
recommendations.
Exceptional

Quantitative and qualitative<BR>
analysis persuasively supports the<BR>
recommendations and conclusions.
iii.

Work makes<BR>
convincing<BR>
recommendations and<BR>
draws sound<BR>
conclusions.
Unacceptable

Conclusions and recommendations<BR>
are wrong or implausible.
Acceptable

Conclusions and recommendations<BR>
are reasonable and believable.
Exceptional

Conclusions and recommendations<BR>
are convincing.
Writing & Financial Conventions
10 %
i.

Writing demonstrates<BR>
ability to clearly and<BR>
accurately<BR>
communicate complex<BR>
financial analysis.
Unacceptable

Frequently misuses terms,<BR>
misinterprets findings, and/or<BR>
miscommunicates methods.
Acceptable

Makes a few minor errors in using<BR>
terms, interpreting findings, and/or<BR>
communicating methods.
Exceptional

Uses terms correctly. Clearly and<BR>
accurately interprets findings and<BR>
communicates methods.
ii.

writing is clear, proper punctuation, spelling, referencing sources, etc.
Unacceptable

Grammar and spelling errors are<BR>
commonplace. <BR>
Lacks references and/or citations. Over quoting--lacks writer's voice.
Acceptable

Contains a number of grammar<BR>
and spelling errors. References and/or citations missing or incomplete.
Exceptional

Contains<BR>
few or no grammar and/or spelling<BR>
errors. Written per APA standards, appropriate use of citations without overuse. Shows original thought.
Oral Presentation
30 %
i.

Oral presentation<BR>
demonstrates ability to<BR>
clearly and accurately<BR>
communicate complex<BR>
financial analysis.
Unacceptable

Frequently misuses terms,<BR>
misinterprets findings, and/or<BR>
miscommunicates methods.
Acceptable

Makes a few minor errors in using<BR>
terms, interpreting findings, and/or<BR>
communicating methods.
Exceptional

Uses terms correctly. Clearly and<BR>
accurately interprets findings and<BR>
communicates methods.
ii.

Easy to follow with clear intro, body & conclusion.
Unacceptable

Presenation disorganized and difficult to follow. Lacks recommendations to audience and review of current status.
Acceptable

Fairly organized & easy to follow. Shows some original thought.
Exceptional

Very well organized with summary of current situation and recommendation/analysis for future.
iii.

Presentation skills, spoke to audience, captivated audience.
Unacceptable

Monotone presentation, lacked originality, read from script or slide, lacked or poor visual aids.
Acceptable

varied tone & intonation, audience somewhat engaged, interesting & thoughtful, fair visual aids.
Exceptional

Thorough knowledge of subject, captivated and engaged audience, presented original thoughts/recommendations, strong visual aids.




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