Page 1 Kaplan Business School Assessment Outline Assessment 2 Information Subject Code: MBA403 Subject Name: Financial and economic interpretation and communication Assessment Title: Financial...

Page 1 Kaplan Business School Assessment Outline Assessment 2 Information Subject Code: MBA403 Subject Name: Financial and economic interpretation and communication Assessment Title: Financial management report and video presentation Assessment Type: Written report and recorded verbal presentation Word Count: 2000 Words (+/-10%) Video Length 5 minutes Weighting: 35 % Total Marks: 35 Submission: Turnitin and video submissions Due Date: Week 9 Your Task Students will select an ASX listed company and prepare a 2000-word report regarding its financial and non-financial management (30 marks). Students will present the report in a 5-minute video (5 marks). Assessment Description • Students will write a financial management report and record a video presentation on a selected company, based on concepts learned in Weeks 1-8. • Students will provide a clear recommendation to a nominated stakeholder of the selected company. • Students will interpret financial, non-financial and sustainability metrics and consider ethics issues related to the selected company. • The assessment addresses Learning Outcomes 1 to 3. Assessment Instructions • Students will select an ASX listed company that has currently published financial statements which meet accepted standards of financial reporting. • The report is limited to 2000 words (+- 200 words), excluding the title page, bibliography and appendices. • The report is to be formally written as per Resource A below. • The report is to be submitted via Turnitin. • The video is to be of 5 minutes duration, in accordance with Resource B below. • The video is to submitted via a separate dedicated link. The MyKBS Assessment page provides a Guide and FAQs in relation to video assignments. Page 2 Kaplan Business School Assessment Outline Resource A – Financial Management Report and Content Executive Summary • The executive summary provides an outline of: the company background, the stakeholder the report is aimed at and the purpose of the report. It also includes a brief statement of the recommendation(s). • The executive summary should be approximately 10% of the total word count. Key Performance Indicators • Present and concisely discuss key financial results and trends. • Calculate and present relevant financial ratios. • Present and concisely discuss non-financial and sustainability indicators. • Consider using an appendix for detailed data tables or calculations. Interpretation and Insights • Explain the causes of the changes in the company’s financial performance. • Interpret your financial ratios. • Analyse the non-financial indicators and the company’s sustainability and/or ethical performance. • Consider the company’s strengths, weaknesses and opportunities. Alternatively, consider the company’s business strategy, competitors and outlook. • Reach insights on which to base your recommendation(s). Conclusion and Recommendation • Present the significant outcomes from your analysis. • Clearly state an actionable recommendation(s) for your stakeholder. For example, if the report is written for a potential shareholder, recommend a decision to invest or not invest in the company. Alternatively, if the report is written for an internal manager, make a specific recommendation in order to improve the financial performance of the company. • Justify your recommendation(s). • The Conclusion and Recommendation should be approximately 20% of total word count. Bibliography and In-text Citations • The Academic Integrity and Conduct Policy requires the appropriate use of in-text citations and a bibliography. You must correctly cite all references (information sources) and comply with the expectations for academic writing. • The bibliography and citations are excluded from total word count. Page 3 Kaplan Business School Assessment Outline Resource B – Financial Management Video Presentation • Please refer and adhere to the separate Students Video Assignments Guide and Video FAQs for the correct way to record and submit the video. • Your video should be a summary of your report. As such, the key areas to focus on should be: ➢ providing background information on your chosen company, ➢ outlining the recommendation to your stakeholder, and ➢ providing the rationale for that recommendation, based on your research. • The video is expected to be of 5 minutes duration. Page 4 Kaplan Business School Assessment Outline IMPORTANT STUDY INFORMATION Academic Integrity Policy KBS values academic integrity. All students must understand the meaning and consequences of cheating, plagiarism and other academic offences under the Academic Integrity and Conduct Policy. What is academic integrity and misconduct? What are the penalties for academic misconduct? What are the late penalties? How can I appeal my grade? Click here for answers to these questions: http://www.kbs.edu.au/current-students/student-policies/. Word Limits for Written Assessments Submissions that exceed the word limit by more than 10% will cease to be marked from the point at which that limit is exceeded. Study Assistance Students may seek study assistance from their local Academic Learning Advisor or refer to the resources on the MyKBS Academic Success Centre page. Click here for this information. about:blank about:blank Page 5 Kaplan Business School Assessment Outline Marking Rubric HIGH DISTINCTION DISTINCTION CREDIT PASS Quality of writing the Financial Management Report Organises and synthesizes financial and non-financial measures to reveal insightful trends or developments related to company performance. Organises financial and non- financial measures to reveal important trends or developments related to company performance. Discusses financial and non- financial measures, but is not effective in revealing trends or developments related to company performance. Lists financial and non- financial measures, but it is not organized and / or is unrelated to company performance. Quality of analysis and interpretation in Financial Management Report Information is taken from multiple and credible sources. Information is interpreted to develop a comprehensive analysis to support actionable recommendations. Viewpoints of experts are considered and questioned. Information is taken from multiple sources without clear regard for credibility. Information is interpreted to develop a coherent analysis to support actionable recommendations. Viewpoints of experts are considered. Information is taken from several sources. Information is discussed with little interpretation. Recommendations are not supported and/or actionable. Viewpoints of experts have noted been considered. Information is taken from a few sources and presented without any interpretation/ evaluation. Quality of video presentation Video recording uses an appropriate format, financial management language, depth of discussion and graphics in ways that creatively explain why stakeholders should implement the recommendation(s). Video recording uses an appropriate format, financial management language, depth of discussion and graphics to convey the analysis of financial and non- financial performance. Video recording uses an appropriate format, language, depth of discussion and graphics to convey key points from the report. Video recording uses an appropriate format to discuss the contents of the report. MBA 403 ASSESSMENT 2 FINANCIAL MANAGEMENT ESSAY & VIDEO PRESENTATION Resource for Paraphrasing https://www.paraphraser.io/ STAKEHOLDER TARGETING Nominate one (1) stakeholder group who you are writing the report for (Investors, Suppliers, Lenders, Customers, Government, Management, the Board etc……………………) · This will determine which KPI/Ratios you should focus on: e.g.; if the stakeholder is an ‘investor’, may include some share market, equity ratios. If the stakeholder is management, you may want to highlight other ratios (e.g., profitability, efficiency) · What and how you interpret, conclude and recommend is likely to vary depending on Stakeholder REPORT STRUCTURE SEPARATE COVER PAGE MBA 403 Assessment 2 FINANCIAL MANAGEMENT ESSAY & PRESENTATION on [name of your company] by [your name and student number] TABLE OF CONTENTS (strongly recommended) Hints: · Write on a separate page · List the Main sections and key sub-sections of the report · Include the page numbers of each section within the report and any appendices that are attached to the report EXECUTIVE SUMMARY – 2 Marks [approx. 10%-word count] An executive summary provides an overview of the larger report and is usually the first thing your reader will see. Oftentimes, executive summaries are the only place decision makers will go to determine if action is warranted on a particular action or idea. Essentially, an executive summary is the “back cover of your book”, convincing readers that it's worth their time to continue reading the whole thing. Address the following: · State what the report is about · Briefly say what analysis was undertaken · Highlight the findings from your analysis · Present your key conclusions and recommendations · (Optional) Mention any limitations or constraints of the report Include: · Company overview: key business activities, main geographic areas of operations etc · Purpose of report: state which Stakeholder the report is aimed at and what is the purpose of report for that stakeholder · Resultant action: brief statement of your conclusions and recommendation ANALYSIS - 6 Marks [combined with Interpretation should account for approx. 80% of word count] · Present key financial results and trends (from Income Statement, Balance Sheet, Cash Flow). You may wish to do Vertical & Horizontal analysis · Calculate Financial Ratios relevant to your Stakeholder and state rationale for inclusion (show calculations) · Present Non-financial KPIs with rationale for inclusion · Highlight key Sustainability activities, programs, metrics · Provide a minimum of 2 years of financial data/analysis INTERPRETATION/INSIGHTS – 10 Marks [combined with Analysis should account for approx. 80% of word count] · Briefly discuss/explain the company’s performance (at a high level) · Interpret results of Financial KPIs / Ratio analysis · Draw insights from Non-Financial Indicators presented · Discuss impacts of Sustainability initiatives · Identify any relevant strengths, weaknesses, opportunities, business strategy, competitive position, regulatory / policy factors and the earnings outlook (use opinions / analysis / judgment from sources other than Annual Reports) · Are there management issues to discuss? CONCLUSIONS/RECOMMENDATION – 6 Marks [approx. 10%-word count] · Conclude by clearly stating the significant outcomes from your analysis & interpretation · Present a statement of an actionable recommendation to your stakeholder based on the report’s findings/conclusions · Present clear rationale for the recommendation BIBLIGRAPHY – 2 Marks · Use resources