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iRubric: Financial Managment Project Analysis rubric

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: EX6CBWX
By DwightHam
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
principles of finance
correctly to
quantitative analysis.
Unacceptable

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

Some errors, but demonstrates
understanding of principles.
Exceptional

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

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

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

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

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

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

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

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

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

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

Focuses on tangential rather than
key issues.
Acceptable

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

Focuses on key issues and avoids
or dismisses tangential issues
ii.

Analysis is sufficient
to reach reasonable
conclusions and
recommendations.
Unacceptable

Quantitative and qualitative
analysis too simplistic or
convoluted.
Acceptable

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

Quantitative and qualitative
analysis persuasively supports the
recommendations and conclusions.
iii.

Work makes
convincing
recommendations and
draws sound
conclusions.
Unacceptable

Conclusions and recommendations
are wrong or implausible.
Acceptable

Conclusions and recommendations
are reasonable and believable.
Exceptional

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

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

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

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

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

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

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

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

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

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

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

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

Uses terms correctly. Clearly and
accurately interprets findings and
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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