Financial Forecasting

Unit 5 – Project Milestone
The Course Project: Unit 5 Goal. Let’s finish up this plan using an executive summary! Fill out I. Instructions: Executive Summary in the template. Submit the current draft of the plan to this portal.

This unit focuses upon the following CLO:
• Employ quantitative reasoning to compose projected financial statements for capital structure and forecast break-even points and profitability for new venture

You should read the following chapters from the textbook:
• Chapter 7: Capital Structure and Leverage
• Chapter 8: Profit and the Cost–Volume Analysis
• Chapter 9: Pro Forma Statement and Financial Forecasting

100-Point Essay Rubric
This 100-point rubric may be used to grade essays and research papers. Although the rubric utilizes a 0-100 scale, the score reported in the grade book will be scaled to meet the point value of the assignment. For example, if a student obtains 80/100 for a 50-point essay, they will receive 40 points in the corresponding grade book entry.
Required Materials
Alhabeeb, M. (2015). Entrepreneurial Finance: Fundamentals of Financial Planning and Management for Small Business. Hoboken, New Jersey: John Wiley & Sons, Inc.

Assignment Requirements The response addresses all requirements and/or prompts in the assignment.
30points The response addresses most requirements and/or prompts in the assignment.
25points The response addresses some requirements and/or prompts in the assignment.
23points The response addresses few of the requirements and/or prompts in the assignment or addresses different requirements or prompts.
20points No submission or no criteria completed
0points

Quality and Clarity of Ideas and Analysis The response incorporates superbly formulated ideas, formulations and analysis with supporting rationale.
20points The response incorporates well formulated ideas, formulations and analysis but supporting rationale may be lacking.
18points The response incorporates sufficiently formulated ideas, formulations and analysis but supporting rationale may be lacking.
16points The response incorporates insufficient or unconnected ideas, formulations and analysis and/or supporting rationale is lacking.
13points No submission or no criteria completed
0points

Executive Summary Executive summary contains a specific Status/Need, Plan, and Advantage. These are specific, clearly identifying the problem and the solution.
20points Executive summary contains the requisite sections, outlines the problem and the solution, but does not contain enough detail.
18points Executive summary either has sections which are too brief or contains paragraphs that have not been well-developed. The executive summary is lacking in detail or plausibility.
15points Executive summary lacks clarity and has incomplete sections (such as the status quo/need or advantage sections). It contains very little detail and does not clearly explain the problem and the plan.
13points No submission or no criteria completed
0points

Content Level The response integrates an excellent synthesis of ideas, evidence, and analysis suited for the assignment.
10points The response integrates a proficient synthesis of ideas, evidence, and analysis suited for the assignment.
8points The response integrates sufficient synthesis of ideas, evidence, and analysis suited for the assignment.
7points The response integrates superficial or little synthesis of ideas, evidence, and analysis suited for the assignment.
6points No submission or no criteria completed
0points

Writing Style and Mechanics Writing mechanics of paragraph structure and organization, syntax, and spelling has no or minimal errors.
10points Writing mechanics of paragraph structure and organization, syntax, and spelling has a few errors.
8points Writing mechanics of paragraph structure and organization, syntax, and spelling has more than a few errors.
7points Writing mechanics of paragraph structure and organization, syntax, and spelling has many errors.
6points No submission or no criteria completed