iRubric: Financial Planning Project rubric

**full and complete understanding of Excel
**easily navigated workbook; read cell comments; correctly interpreted values and functions; able to manipulate factors in context of own goals; **proof: accurate, thorough and in-context answers to questions; retirement goal met
**any formulas are complete and accurate

The student demonstrated reasonable understanding of Excel. Student read most comments within the worksheets, navigated through the workbook, and interpreted values and Excel functions. Understanding is shown through mostly correct answers to the questions posed or most or all categories completed. Retirement plan shows factors in context of personal goals, but other choices might be a more efficient means to the solution. Formulas may be missing or partially incorrect.

The student demonstrated partial understanding of Excel. Student read some comments, struggled while navigating the workbook, and/or interpreted values and Excel functions incorrectly or incompletely leading to partially correct or blank answers. Student misinterpreted directions. Retirement plan shows most factors in context of personal goals but some values do not match the solution provided. Formulas may be missing or mostly incorrect.

Student demonstrated a limited understanding of Excel. Student read few comments, struggled while navigating the workbook, and/or interpreted most values and Excel functions incorrectly or incompletely leading to several incorrect or blank answers. Student misinterpreted directions often. Retirement plan shows few factors in context of personal goals and most values do not match the solution provided. Attempt was made but formulas are missing or mostly incorrect.

Student clearly does not understand Excel at all. Student didn't utilize the comments, was unable to navigate the workbook effectively, and/or interpreted almost all values and Excel functions incorrectly or incompletely. Most of student's answers are incorrect or blank. Student misinterpreted directions most of the time. Retirement plan was attempted but values are not in the context of personal goals and do not match the solution provided. No formulas were attempted.

Includes correct computation. Shows multiple computational approaches. All required mathematical calculations are completed and accurate. Clear organized method. The method and calculations clearly demonstrate mastery of content.

Includes correct computation. Shows at least two correct computational approaches. Most mathematical calculations are completed and accurate. Some problems were begun in a reasonable way, but aren't finished or important parts of the solution were left out.

Includes basic computation some incorrect. Most mathematical calculations are completed but may be lacking reasoning and/or accuracy.

Includes just the basic computations and/or most are incorrect.
Some mathematical calculations are completed. Several problems are incomplete or lacking logical reasoning. Others were started but are missing solutions and/or solutions are inaccurate.

Mathematical calculations and reasoning are an issue. Computation shows no evidence of understanding.

All sections of the project are completed thoroughly with outstanding accuracy and thoughtfulness. All problems are completed and answers clearly communicate views and solutions with multiple justifications. Work shows abundant evidence of research and thoughtful consideration.

Work was submitted on time.

Most or all of the sections of the project are completed. The majority of problems are complete and most of the questions are answered.
Answers are clear and supported by sufficient justifications. Work shows evidence of research and thoughtful consideration.

Work was submitted on time.

Most sections of the project are completed. Most of the problems presented are complete. Most of the questions are answered but are lacking depth/quality. Work shows some evidence of research and/or thoughtful consideration.

Work was submitted on time.

Not all sections are complete. Several problems presented are not done. Several questions are incomplete or are answered without clarification or justification. Work is lacking evidence of research and thoughtful consideration.

Work was submitted late.

Most of the sections are not complete and/or most problems are incomplete. Most answers provide minimal response, are unclear and/or lack support. Very little evidence of research or thoughtful consideration of the topics.

Work was submitted late.