Task Evaluation Rubric for BAT4M Summative
Task Description:
Students will demonstrate their understanding of advanced accounting principles to prepare them for postsecondary studies in business. Students will conduct an in-depth analysis of a Canadian corporation of their choice. Students will complete an in depth, written report including: an overview background profile of the company and its organizational structure; a environmental analysis of intangible factors that may impact a company’s performance; and a financial analysis of the company. Students will conclude their report with Report to Management and a Memo commenting on growth potential for the company as well as investor interest and its credit worthiness.
Used to evaluate the following overall expectations:
· Demonstrate an understanding of accounting principles and practices;
· Demonstrate an understanding of the accounting cycle for a service or merchandising company;
· Demonstrate an understanding of ethics and issues in accounting;
· Analyze accounting procedures for inventories;
· Demonstrate an understanding of accounting in corporation;
· Explain and interpret a corporation’s annual report
· Use financial analysis techniques to analyze accounting data for decision-making purposes.
Criteria / Level 1 / Level 2 / Level 3 / Level 41-
52% / 1
55% / 1+
58% / 2-
62% / 2
65% / 2+
65% / 3-
72% / 3
75% / 3+
78% / 4-
84% / 4
89% / 4+
95% / 4++
100%
Knowledge and understanding of accounting principles and practices
and corporate accounting / · Major components of the introduction were not identified.
· Minimal understanding of accounting policies was demonstrated.
· Two or more components of the Company profile are missing and/or lacking significant detail.
· Demonstrated limited knowledge and understanding of information discussed in a corporate annual report.
· Most environmental factors that could impact the performance of the business were not identified and explained. / · Accounting policies were not identified and/or many minor components of the Introduction were not included and/or inaccurate.
· Completed some detail and/or missed a component of the Company profile.
· CEO report summary lacks understanding of its components.
· Demonstrated some understanding and knowledge of information discussed in a corporate annual report.
· Missed a number of key environmental factors that could impact the business. / · Addressed most components accurately in the Introduction and provided a good amount of detail
· Completed a good amount of detail in addressing most of the components of the Company Profile accurately
· High lighted most of the key components of the CEO report.
· Demonstrates a good amount of knowledge and understanding of information discussed in a corporate annual report.
· Demonstrated a good amount of knowledge and understanding in identifying various environmental factors that could impact the business. / · Included considerable accurate detail in addressing all components required in the Introduction
· Included considerable and accurate detail in addressing all components of the Company Profile
· Highlighted key components of the CEO report.
· Demonstrates thorough knowledge and understanding of information discussed in a corporate annual report
· Demonstrated considerable knowledge and understanding in identifying various environmental factors that could impact the business.
Thinking and Inquiry
Demonstrates accessing, planning, organizational, and problem solving skills when:
identifying and analyzing how environmental factors could impact the future financial performance of a corporation;
identifing and analyzing financial statements to assess the future profitability of a corporation and its credit worthiness; assessing analysis of corporations performance on the stock market
Use of planning, processing and critical thinking skills / · Researches and gathers limited information on environmental factors,
the stock market
analysis
and financial analysis.
· Two or more the sections are missing.
· Provides limited detail and adequate rationale when discussing the impact of environmental factors on the financial performance of the business.
· Provides limited detail in assessing the results of the financial analysis as it applies to the financial performance of the business
· Provides limited discussion based on the results of the stock market analysis.
· Limited connections made in the Memo’s based on the results of the Financial, Ratio, and Stock Market Analysis. / · Researches and gathers some information on environmental factors,
the stock market
analysis
and financial analysis.
· One of major sections is missing
· Provides some detail and adequate rationale when discussing the impact of environmental factors on the financial performance of the business.
· Provides some detail in assessing the results of the financial analysis as it applies to the financial performance of the business
· Provides some discussion based on the results of the stock market analysis.
· Some connections made in the Memos to reflect the results of the Financial, Ratio, and Stock Market Analysis. / · Researches and gathers a good amount of information on environmental factors,
the stock market
analysis
and financial analysis.
· Provides a good amount of detail and accurate rationale when discussing the impact of environmental factors on the financial performance of the business.
· Provides a good amount of detail in assessing the results of the financial analysis as it applies to the financial performance of the business
· Provides a good amount of discussion based on the results of the stock market analysis.
· Accurate connections made in the memos to reflect the results of the Financial, Ratio, and Stock Market Analysis. / · Researches and gathers considerable information on environmental factors,
the stock market
analysis
and financial analysis.
· Provides considerable detail and accurate rationale when discussing the impact of environmental factors on the financial performance of the business.
· Provides accurate and considerable detail in assessing the results of the financial analysis as it applies to the financial performance of the business.
· Provides considerable discussion based on the results of the stock market analysis.
· Clear connections made in the memos to reflect the Financial, Ratio, and Stock Market Analysis results.
Communication
Expression and organization of ideas and information (clear expression, logical organization) in written forms including charts, graphs, tables, financial statements, reports, appendices and memos. / · Expresses and organizes ideas and information (report, graphs, tables, appendices and memos) with limited professionalism and effectiveness
· Numerous grammatical and spelling errors.
· Uses business and accounting conventions, vocabulary and teminology with a limited degree of effectiveness.
· Referencing and citation completed with limited effectiveness / · Expresses and organizes ideas and information (report, graphs, tables, appendices and memos) with some professionalism and effectiveness.
· Multiple grammatical and spelling errors.
· Uses business and accounting conventions, vocabulary and terminology with some degree of effectiveness.
· Referencing and citation completed with some effectiveness / · Expresses and organizes ideas and information (report, graphs, tables, appendices and memos) with a good amount of professionalism and effectiveness.
· Minimal grammatical and spelling errors.
· Uses business and accounting conventions, vocabulary and teminology with a good degree of effectiveness.
· Referencing and citation completed with considerable effectiveness (minor error(s) / · Expresses and organizes ideas and information (report, graphs, tables, appendices and memos) with a high degree of professionalism and effectiveness.
· No grammatical or spelling errors.
· Uses business and accounting conventions, vocabulary and terminology with a high degree of effectiveness.
· Referencing and citation completed with a high degree of effectiveness (no errors)
Application
Application of knowledge and skills in familiar contexts (i.e. complete financial analysis)
Making connections within and between contexts
(i.e. connections between environmental factors and their potential impact on business.
Transfer of knowledge and skills to new contexts
(i.e. complete memo reports based on information generated from report) / · Two or more components of the financial analysis incomplete.
· Multiple errors found in the financial analysis.
· Makes limited connections within and between various environmental contexts with a limited amount of effectiveness.
· Transfers knowledge to assess a corporation’s financial position to interested stakeholders with a limited amount of effectiveness. / · One component of the financial analysis incomplete.
· Some errors found in the financial analysis.
· Makes some connections within and between various environmental contexts with a good amount of effectiveness.
· Transfers knowledge to assess a corporation’s financial position to interested stakeholders with some amount effectiveness. / · All components of the financial analysis complete with a good amount of accuracy and effectiveness
· Makes connections within and between various environmental contexts with a good amount of effectiveness.
· Transfers knowledge to assess a corporation’s financial position to interested stakeholders with a good amount of effectiveness. / · All components of the financial analysis complete with a high degree of accuracy and effectiveness
· Makes connections within and between various environmental contexts with a high degree of effectiveness
· Transfers knowledge to assess a corporation’s financial position to interested stakeholders with a high degree of effectiveness.
COOP Summative Rubric – Developed by J. Banks