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 |
| Assessment Type: | Written report |
| Word Count: | 2000 Words (+/-10%) |
| Weighting: | 30 % |
| Total Marks: | 30 |
| Submission: | Turnitin |
| 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.
Assessment Description
• Students will write a financial management report on a selected company, based on concepts
learned in Workshops 1 to 7.
• 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 the guidelines below.
• The report is to be submitted via Turnitin.
Page 2 Kaplan Business School Assessment Outline
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 extensive 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. A Harvard Referencing Guide and video is available via the Academic
Success Centre page on MyKBS.
• More information on Academic Integrity and Referencing is available at the Academic
Success Centre page on MyKBS.
• The bibliography and citations are excluded from total word count.
Page 3 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/about-us/school-policies.
More information on Academic Integrity and Referencing is available at the Academic Success
Centre page on MyKBS.
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.
Page 4 Kaplan Business School Assessment Outline
Assessment Marking Guide
| MNA403 Assessment 2 |
Rubric /30 |
|
| Has demonstrated limited achievement: | Has achieved all or most of: | |
| Report Content | ||
| 0-12 | 13-25 | /25 |
| • Executive Summary omits a company introduction, does not clearly state the report purpose or summarise any conclusions or recommendation • Key financial results and trends are not clearly presented or discussed. Financial ratios plus non-financial and sustainability measures are not provided • Little interpretation of financial ratios and non-financial measures. Business performance discussion (including sustainability and ethics) is lacking • Limited consideration of either the business’ strengths, weaknesses and opportunities or the business’ strategy, competitors and outlook • The conclusion does not summarise the analysis nor provide a clear stakeholder recommendation (with justification) |
• Executive Summary provides a company introduction, clearly states the report purpose and summarises the conclusions and recommendation • Key financial results and trends are presented and discussed, including financial ratios plus non-financial and sustainability measures • Financial ratios and non-financial measures are interpreted, business performance (including sustainability and ethics) is discussed • The business’ strengths, weaknesses and opportunities or the business’ strategy, competitors and outlook are considered • The conclusion summarises the analysis and states the stakeholder recommendation (with justification) |
3 6 8 2 6 |
| Structure and Referencing | ||
| 0-2 | 3-5 | /5 |
| Structure • Report not clearly structured • Business-like tone and language not adopted • Does not adhere to word count guideline Referencing • No references beyond the company’s reports • Harvard referencing style was not used |
Structure • Report clearly structured • Business-like tone and language • Adheres to word count guideline Referencing • References are drawn from sources beyond the company’s reports • Harvard referencing style used correctly |
4 1 |