t modify projections to show best- and worst-case scenarios based on success factors and risks

Milestones
Milestone One: Financial Performance and Health
In Module Three, you will submit your first milestone in which you will evaluate the organization’s recent financial performance and current financial health,
given its organizational context. This milestone will be graded with the Milestone One Rubric.
Milestone Two: Success Factors, Risk, and Projections
In Module Five, you will discuss factors that may affect current and future performance. You will then forecast future performance, based on what you know
about the organization’s financial health and performance. This milestone will be graded with the Milestone Two Rubric.
Milestone Three: Business Opportunities
In Module Seven, you will discuss the incremental impact of a hypothetical, but reasonable, simple new investment project, such as a new product or facility or a
cost-cutting investment, as an initial step in thinking about the future. This milestone will be graded with the Milestone Three Rubric.
Final Submission: Organizational Financial Analysis
In Module Nine, you will submit your final project. It should be a complete, polished artifact containing all of the critical elements of the final product. It should
reflect the incorporation of feedback gained throughout the course. This submission will be graded with the Final Product Rubric.
Deliverables
Milestone Deliverable Module Due Grading
1 Financial Performance and Health Three Graded separately; Milestone One Rubric
2 Success Factors, Risk, and Projections Five Graded separately; Milestone Two Rubric
3 Business Opportunities Seven Graded separately; Milestone Three Rubric
Final Submission: Organizational Financial
Analysis
Nine Graded separately; Final Product Rubric
Final Product Rubric
Guidelines for Submission: Your financial analysis and projection report should be approximately 15-20 pages long (excluding title page, spreadsheets and
graphs, and references list). It should be double-spaced, with 12-point Times New Roman font and one-inch margins, and should use the latest guidelines for APA
formatting for references and citations. Please also include your name, course name, and submission date on the title page.
Critical Elements Exemplary (100%) Proficient (90%) Needs Improvement (70%) Not Evident (0%) Value
Executive Summary
[MBA-520-06]
Meets “Proficient” criteria, and
response is especially wellsuited
for target audience
Clearly and concisely
summarizes principal findings,
projections, and
recommendations with an eye
to persuading busy executives
to support ideas and read
further
Summarizes principal findings,
projections, and
recommendations with an eye
to persuading busy executives
to support ideas and read
further, but summary is
lengthy, lacks clarity, omits
critical details, or contains
inaccuracies
Does not summarize principal
findings, projections, and
recommendations with an eye
to persuading busy executives
to support ideas and read
further
5.33
Approach
[MBA-520-06]
Meets “Proficient” criteria, and
response is especially wellsuited
for target audience
Provides intended audience
with a solid, but brief, sense of
parameters of analysis and who
else would be consulted in
refining it
Provides intended audience
with a sense of parameters of
analysis and who else would be
consulted, but response is
lengthy, lacks clarity, omits
critical details, or contains
inaccuracies
Does not provide intended
audience with a sense of
parameters of analysis and who
else would be consulted in
refining it
5.33
Financial: Context:
Key Features
[MBA-520-02]
Meets “Proficient” criteria and
draws particularly insightful
connections between
organization’s financial and
non-financial features and
business decisions
Describes how key features of
organization help set
boundaries for business
decisions
Describes how key features of
organization help set
boundaries for business
decisions, but response is
cursory, contains inaccuracies,
or links to decision making are
weak or illogical
Does not describe how key
features of organization help
set boundaries for business
decisions
5.33
Financial: Context:
Organized
[MBA-520-02]
Meets “Proficient” criteria and
demonstrates especially keen
insight into relationships
between organization’s
structure, how financial
information is recorded, and
impact on business decisions
Analyzes how company is
organized and managed and
effect on accounting and
financial information and
subsequent business decisions
Analyzes how company is
organized and effect on
accounting and financial
information and decisions, but
response is cursory, contains
inaccuracies, or links between
organizational structure,
finance, and decision making
are weak or illogical
Does not analyze how company
is organized and managed and
effect on accounting and
financial information and
subsequent business decisions
5.33
Financial:
Performance:
Income
[MBA-520-01]
Meets “Proficient” criteria, and
analysis and supporting
evidence are particularly wellsuited
to drawing meaningful
conclusions about financial
performance
Assesses what consolidated
income statements for last
three years say about financial
performance, supported by
relevant indicators, graphs, and
spreadsheets
Assesses what consolidated
income statements say about
financial performance,
supported by indicators,
graphs, and spreadsheets, but
response is cursory, contains
inaccuracies, or support is not
relevant
Does not assess what
consolidated income
statements for last three years
say about financial
performance, supported by
relevant indicators, graphs, and
spreadsheets
3.6
Financial:
Performance: Cash
Flow
[MBA-520-01]
Meets “Proficient” criteria, and
analysis and supporting
evidence are particularly wellsuited
to drawing meaningful
conclusions about financial
performance
Assesses what consolidated
cash flow statements for the
same time period say about
financial performance,
supported by relevant
indicators, graphs, and
spreadsheets
Assesses what consolidated
cash flow statements say about
financial performance,
supported by indicators,
graphs, and spreadsheets, but
response is cursory or contains
inaccuracies or support is not
relevant
Does not assess what
consolidated cash flow
statements for the same time
period say about financial
performance, supported by
relevant indicators, graphs, and
spreadsheets
3.6
Financial:
Performance:
Underlying
[MBA-520-01]
Meets “Proficient” criteria, and
assessment is especially
nuanced and well supported by
relevant analysis and research
Assesses underlying financial
performance, supported by
analysis and relevant research
Assesses underlying financial
performance, supported by
analysis and research, but
response is cursory, contains
gaps in accuracy or logic, or is
poorly supported by analysis
and research
Does not assess underlying
financial performance,
supported by analysis and
relevant research
3.6
Financial: Health:
Capitalized
[MBA-520-01]
Meets “Proficient” criteria and
analysis and supporting
evidence are particularly well
suited to drawing meaningful
conclusions about financial
health
Assesses how organization is
capitalized and what that says
about financial health,
supported by relevant graphs,
spreadsheets, and indicators
Assesses how organization is
capitalized and what that says
about financial health,
supported by graphs,
spreadsheets, and indicators,
but response is cursory or
contains inaccuracies or
support is not relevant
Does not assess how
organization is capitalized and
what that says about financial
health, supported by relevant
graphs, spreadsheets, and
indicators
3.6
Financial: Health:
Growth
[MBA-520-02]
Meets “Proficient” criteria and
demonstrates extraordinary
insight into the connections
between financial and nonfinancial
resources, resource
management strategies, and
business decisions related to
growth
Determines whether
organization has right amount
of cash and other resources to
fuel future growth and what
this suggests for business
decisions
Determines whether
organization has right amount
of cash and other resources to
fuel future growth and what
this suggests for business
decisions, but response is
cursory or contains
inaccuracies or links between
different types of resources
and business decisions are
weak or illogical
Does not determine whether
organization has right amount
of cash and other resources to
fuel future growth and what
this suggests for business
decisions
5.33
Financial: Health:
Financial Value
[MBA-520-01]
Meets “Proficient” criteria, and
assessment and supporting
evidence are particularly well
suited to drawing meaningful
conclusions about future
financial health and
performance
Assesses financial value of
company and what it implies
for future health and
performance using relevant
indicators
Assesses financial value of
company and what it implies
for future health and
performance using relevant
indicators, but assessment is
cursory or contains
inaccuracies or links to future
health and performance are
weak or illogical
Does not assess financial value
of company and what it implies
for future health and
performance using relevant
indicators
3.6
Success Factors and
Risks: Priorities
[MBA-520-03]
Meets “Proficient” criteria, and
discussion of how priorities
inform management decisions
is especially nuanced
Determines how organization’s
financial and strategic priorities
affect accounting procedures
and business decisions and the
implications for business
success
Determines how organization’s
financial and strategic priorities
affect accounting procedures
and business decisions and the
implications for business
success, but response is
cursory or contains
inaccuracies or links between
priorities and business
decisions and procedures are
weak or illogical
Does not determine how
organization’s financial and
strategic priorities affect
accounting procedures and
business decisions and the
implications for business
success
5.33
Success Factors and
Risks: Non-Financial
Factors
[MBA-520-03]
Meets “Proficient” criteria and
demonstrates extraordinary
insight into the ways in which
non-monetary factors impact
business opportunities
Identifies how organization
might better capitalize on nonfinancial
factors, supported by
relevant research and analysis
Identifies