i atteched the assessment file
KITE 610 Managing Financial Resources ©KITE 610 Project Reporting 1 Paper 610: Managing Financial Resources Assessment 1: Group Project Report & Presentation Total marks available: 100 marks Weighting: 50% Word Limit: 2000-3000 words This assignment is worth 100 marks and is weighted at 50% of the total for the paper Assesses Learning Outcome 1: Students will interpret and analyse accounting and financial information to enhance business decision making capacity. Learning Outcome 2: Students will select and apply appropriate Financial ratios to measure financial performance and viability. Learning Outcome 5: Students will apply knowledge of economic definitions of profit and wider definitions of organisational performance. Learning Outcome 6: Students will apply appropriate tools and methodologies for carrying out a strategic business appraisal based on the evaluation of economic, financial and other relevant information. This assignment has two components: Part A: The Written Report, Part B: Oral Presentation. Student Name:_____________________________ Student ID:________________________________ Date of Submission: _______________________ _ Lecturer Name:___________________________ Date of Marking:_______________________ Signature:____________________________ Assessment section Marks allocated Marks obtained Group Project Report 50 Presentation 50 Total Marks 100 Total Weighting 50% KITE 610 Managing Financial Resources ©KITE 610 Project Reporting 2 Declaration I attest that the following assignment work that I have submitted is entirely my own work. I acknowledge that if it is proven that this is not the case, I must accept the appropriate penalties imposed by the institution in terms of their published policies. Signed: ______________________________________ Dated: _______________________________ 1. As adult learners it is your responsibility to ensure you submit work on time. All late submission without a valid reason (like medical) will incur a penalty in form of reduced percentage. 2. Attach and complete the title page for assessment. Assessments without the title page will not be marked. 3. APA referencing style should be used to show the source of all information which is obtained in a source e.g. newspapers, web page, academic journal, article, any book or text book as well as other internet sources. 4. If COPYING or PLAGIARISM is identified, all students will have to attend a disciplinary meeting at KITE. Plagiarism includes NOT just copying another student work but includes copying from the internet or text book without paraphrasing the words used. NOTE: When we say ‘ALL STUDENTS’ means the student who copied the assessment answers and the student whose assessment answers were copied. _____________________________________________________________________ Declaration I am aware about the plagiarism KITE policy and I declare that this assessment was done by myself. I assume the consequences of any case of cheating found in this assessment. Student Name: ____________________________________________ Signature: ________________________________________________ KITE 610 Managing Financial Resources ©KITE 610 Project Reporting 3 610 Managing Financial Resources Project Report & Presentation Information to students The assignment is organised into different parts that relate to the Learning Outcomes and associated key elements of the 610 Managing Financial Resources. This assessment is a group financial analysis project covering a multinational business you are familiar with (hence easier to obtain information). The analysis should be compared against at least one selected benchmark competitor. Team Project This is a team project. • Marks awarded for Part A will be allocated to each team member unless otherwise agreed by the team and/or an individual within the team, at the discretion of the tutor/assessing supervisor. • Marks awarded for Part B are allocated both to the team (for planning, co-ordination, unity of focus and coherence of structure) and to individual presenters (clear, convincing and professional expression of individual section of the team presentation). NB: If any team member does not contribute their fair share or otherwise acts to reduce or hinder team performance, the team as a whole must address this issue and decide through proper fair process how an alternative mark is to be allocated to that person. This must be discussed with your tutor/assessing supervisor. A list of team norms compiled at the Proposal stage should assist in this process. KITE 610 Managing Financial Resources ©KITE 610 Project Reporting 4 PART A 50 MARKS Part A: The Written Report (50 marks) The report should be between 2000 - 3000 words. This limit does not include references/ bibliography, diagram and other relevant appendices. The report should be bound in a suitable format for presentation to senior management of the organisation under study. The main aim/objective of the report is to evaluate the strategic performance of an organisation by using a methodological tool called as a balanced scorecard (BSC). The BSC will help you to focus on both financial and nonfinancial measures to evaluate the overall performance of the chosen organization and to determine that whether the management of the firm has been successful in accomplishing the strategic goals of the organisation or not. In order to perform this analysis, you are expected to choose a business that operates in New Zealand and is listed on the stock exchange (as you are required to conduct a detailed financial analysis of this organization at a later stage) and also an organisation who is a major competitor for your chosen organisation so that you can benchmark your findings against those of your competitor’s. From your analysis, you are expected to identify the potential problems/hindrances/obstacles for the organization that are thwarting it from accomplishing its objectives/goals. You are also required to provide SMART recommendations to the senior management of the organization which might help them to overcome these obstacles/problems and inturn ameliorate the overall performance of the firm. You should follow a recognised business report format as set out below. Title Page Project name, author names and date. Table of Contents Shows the main headings and sub-headings for the report and page numbers. All main sections should be numbered separately and sub-sections within those sections should also be numbered. It is not necessary to number individual paragraphs within sub-sections. Executive Summary This is a short summary of the whole report. It should not be more than 1 page long. It states the reason for writing the report, the methods used for financial analysis project covering a multinational business, a brief summary of the findings, the overall conclusion and significant recommendations. This assists non-experts to quickly grasp the significance of the report. Introduction Brief description of the organisation under study. The nature of the chosen organization. How has the financial performance identified. What is the significance of the financial study in relation to the company. Who is affected by these analyses and how. How will the final analysis report help improve the company. How will financial resources be efficiency and/or effectiveness are improved. What is the scope of the report, i.e., what aspects of the problem will be addressed and what will be omitted. What are your objectives (SMART) in writing this report. You can find both the financial and operational information of the company from their website, NZX website, NZX research centre and the annual financial statements of the organisation. KITE 610 Managing Financial Resources ©KITE 610 Project Reporting 5 Methodology a. Prepare a Balanced scorecard for the chosen business and explain cogently how the Balanced scorecard can be used to perform a strategic financial analysis b. Conduct an Environmental analysis on your firm by using the various Environmental Analysis tools in order to understand the influence of macro and micro-environment on your business ( Porters Five Forces, McKinsey’s 7s and/or other tools if applicable) c. Perform a detailed financial ratio analysis on your chosen business which will include evaluation of financial trends within the company over the past three years and then benchmarking those trends against your competitor’s performance. You can use the following resources to research about your organisation and obtain financial information: 1. Company Website 2. NZX website 3. NZX research centre 4. Annual Financial statements of the organisation Findings This is the information collected from various methods used. The findings should relate to your objective of this financial analysis project. This information comes from three main sources: a) The Environmental Analysis Strategic tool(s) used. b) Balance scorecard – primary (compulsory) and secondary (if applicable). c) Financial ratio analysis derived and trends relevant to the study: You are expected to perform a intra and inter-financial ratio analysis for your chosen business. This includes calculating financial ratios for the past three years for the business under study and for one year (the most recent one) for your competitor. In particular you will calculate four ratios for each of the following categories: 1. Profitability ratios 2. Asset Management ratios 3. Financial Structure ratios 4. Liquidity ratios 5. Market ratios Findings are presented in summary form. Detail of the findings may be presented in appendices at the back of the main report. You should use graphs, tables, charts, etc where appropriate to summarise and display information. Graphs, tables, charts, etc should have an appropriate title. Please note, you are also expected to benchmark the financial performance of your firm against a major competitor for the chosen business. This means that you will calculate all the ratios not only for your chosen business but also for its competitor. Analysis and Interpretation This describes how the information has been analysed so that it clearly conveys facts, trends, and opinions to the reader. It also established what others – the report authors, financial research respondents, think about the issues. If you support your opinions with evidence (from research or management writers) then you are more credible. The analysis and interpretation should cover in relation to your objective of this financial analysis project. This information comes from three main sources: a) The Environmental Analysis Strategic tool(s) used. b) Balance scorecard – primary (compulsory) and secondary (if applicable). c) Financial ratio analysis derived and trends relevant to the study. KITE 610 Managing Financial Resources ©KITE 610 Project Reporting 6 Further detail of the analysis and interpretation may be presented in appendices at the back of the main report. You should use graphs, tables, charts, etc where appropriate to summarise and display information relating to the analysis and interpretation. Graphs, tables, charts, etc should have an appropriate title. Drawing from your