{"id":430041,"date":"2018-03-10T13:31:17","date_gmt":"2018-03-10T13:31:17","guid":{"rendered":"https:\/\/essaypaper.org\/fin-700-milestone-four-guidelines-and-rubric\/"},"modified":"2018-10-24T09:14:37","modified_gmt":"2018-10-24T09:14:37","slug":"fin-700-milestone-four-guidelines-and-rubric","status":"publish","type":"post","link":"https:\/\/www.benedictsol.com\/blogs\/fin-700-milestone-four-guidelines-and-rubric\/","title":{"rendered":"FIN 700 Milestone Four Guidelines and Rubric"},"content":{"rendered":"\n
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FIN 700<\/span> Milestone<\/span> Four<\/span> Guidelines<\/span> and<\/span> Rubric<\/span><\/span><\/strong><\/p>\n

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Milestone Four: Executive Summary<\/u> (Component 1: Section I) and Recommendations<\/u> (Component 1: Section V)<\/span><\/strong><\/p>\n

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Overview:<\/span> <\/strong>The<\/span> final<\/span> project for<\/span> this course <\/span>is the<\/span> creation<\/span> of a financial analysis<\/span> and<\/span> planning <\/span>report, including <\/span>a presentation<\/span> to the<\/span> executive <\/span>management<\/span> team.<\/span> For<\/span> Milestone Four<\/span><\/strong>,<\/span> submit<\/span> a draft<\/span> of your<\/span> Executive<\/u><\/strong><\/span> Summary<\/span><\/u> (Component<\/span> 1:<\/span> Section <\/span>I) <\/strong>and Recommendations<\/span><\/u><\/strong> (Component<\/span> 1:<\/span> Section<\/span> V).<\/strong><\/p>\n

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From<\/span> the<\/span> financial analysis<\/span> and planning report,<\/span> provide<\/span> a summary<\/span> of your<\/span> analysis. <\/span>You<\/span> will also<\/span> provide <\/span>recommendations<\/span> to <\/span>the firm\u2019s<\/span> executives.<\/span> The recommendations<\/span> should <\/span>be based<\/span> both<\/span> on your<\/span> analysis<\/span> and current<\/span> market<\/span> conditions.<\/span><\/p>\n

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Prompt:<\/span> <\/strong>Milestone<\/span> Four<\/span> should contain<\/span> the following<\/span> critical<\/span> elements:<\/span><\/p>\n

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I.\u00a0\u00a0\u00a0\u00a0\u00a0 <\/span><\/span>Executive<\/span><\/strong> Summary:<\/span><\/strong> Briefly<\/span> provide <\/span>the \u201cbottom <\/span>line\u201d<\/span> of your<\/span> financial analysis<\/span> and <\/span>key<\/span> recommendations<\/span> to<\/span> a busy executive<\/span> audience.<\/span><\/p>\n

V.\u00a0\u00a0\u00a0\u00a0\u00a0 <\/span><\/span>Recommendations: <\/span><\/strong>Provide<\/span> high-level,<\/span> strategic recommendations<\/span> for<\/span> your<\/span> company<\/span> for<\/span> the<\/span> upcoming<\/span> three<\/span> years.<\/span> Based on your<\/span> analysis<\/span> and interpretations,<\/span> where <\/span>are<\/span> there<\/span> opportunities<\/span> for<\/span> growth? <\/span>What<\/span> risks<\/span> does<\/span> the<\/span> company <\/span>face,<\/span> and how<\/span> might<\/span> it mitigate<\/span> them?<\/span> Apply<\/span> relevant<\/span> principles<\/span> of asset<\/span> allocation <\/span>and portfolio<\/span> diversification<\/span> in making your<\/span> suggestions<\/span> and assess<\/span> the<\/span> risks<\/span> and returns<\/span> for<\/span> each<\/span> individually<\/span> as<\/span> well<\/span> as the<\/span> group<\/span> of suggestions<\/span> as<\/span> a whole. You<\/span> should also<\/span> consider<\/span> how<\/span> changing <\/span>market <\/span>conditions<\/span> might<\/span> affect<\/span> your<\/span> recommendations<\/span> and how<\/span> the recommendations<\/span> fit<\/span> with the<\/span> company\u2019s<\/span> investment<\/span> needs<\/span> and priorities.<\/span><\/p>\n

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Guidelines<\/span> for<\/span> Submission:<\/span> <\/strong>Your draft<\/span> must<\/span> contain all of the elements<\/span> listed<\/span> above<\/span><\/span>.<\/span> It should be<\/span> at least <\/span>2 pages<\/span><\/strong> in length<\/span> (excluding <\/span>the<\/span> title<\/span> page,<\/span> references,<\/span> supporting calculations,<\/span> and appendices)<\/span> and should follow<\/span> APA<\/span> guidelines<\/span><\/strong>. You<\/span> must<\/span> include<\/span> calculations<\/span> and appropriate<\/span> graphs,<\/span> tables,<\/span> references,<\/span> and<\/span> other appendices<\/span> as needed<\/span> to support<\/span> your<\/span> written<\/span> analysis<\/span><\/strong>.<\/span> Cite <\/span>your sources<\/span> within the text<\/span> of your paper<\/span> and<\/span> on the<\/span> reference<\/span> page.<\/span><\/p>\n

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Critical Elements<\/span><\/span><\/strong><\/p>\n<\/td>\n

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Proficient<\/span><\/strong> (100%)<\/span><\/strong><\/p>\n<\/td>\n

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Not Proficient<\/span> (0%)<\/span><\/strong><\/p>\n<\/td>\n

\n

Value<\/span><\/strong><\/p>\n<\/td>\n<\/tr>\n

\n

Executive<\/span><\/strong> Summary<\/span><\/strong><\/p>\n<\/td>\n

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Executive<\/span> summary<\/span> provides<\/span> succinct and clear<\/span> key<\/span> points<\/span><\/span><\/p>\n<\/td>\n

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Does not include executive<\/span> summary<\/span><\/p>\n<\/td>\n

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40<\/span><\/p>\n<\/td>\n<\/tr>\n

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Recommendations<\/span><\/strong><\/p>\n<\/td>\n

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Recommendations<\/span> cover<\/span> key<\/span> points<\/span> of growth,<\/span> risk,<\/span> risk<\/span> management,<\/span> asset<\/span> allocation, portfolio<\/span> diversification,<\/span> and market<\/span> trends<\/span> appropriate<\/span> to<\/span> company\u2019s<\/span> needs and priorities<\/span><\/p>\n<\/td>\n

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Does not include recommendations<\/span><\/span><\/p>\n<\/td>\n

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50<\/span><\/p>\n<\/td>\n<\/tr>\n

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Articulation<\/span><\/strong> of Response<\/span><\/span><\/strong><\/p>\n<\/td>\n

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Submission<\/span> is free<\/span> of<\/span> errors<\/span> related<\/span> to<\/span> citations,<\/span> grammar,<\/span> spelling, syntax,<\/span> and organization<\/span> and is presented<\/span> in a professional<\/span> and<\/span> easy-to-read<\/span> format<\/span><\/span><\/p>\n<\/td>\n

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Submission<\/span> has critical<\/span> errors<\/span> related<\/span> to<\/span> citations,<\/span> grammar,<\/span> spelling, syntax,<\/span> or organization<\/span> that<\/span> prevent<\/span> understanding<\/span> of ideas<\/span><\/p>\n<\/td>\n

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10<\/span><\/p>\n<\/td>\n<\/tr>\n

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Total<\/span><\/strong><\/p>\n<\/td>\n

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100%<\/span><\/strong><\/p>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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v:* {behavior:url(#default#VML);}o:* {behavior:url(#default#VML);}w:* {behavior:url(#default#VML);}.shape {behavior:url(#default#VML);} Normal0false falsefalsefalse EN-USX-NONEX-NONE \/* Style Definitions *\/table.MsoNormalTable{mso-style-name:\u201dTable Normal\u201d;mso-tstyle-rowband-size:0;mso-tstyle-colband-size:0;mso-style-noshow:yes;mso-style-priority:99;mso-style-parent:\u201d\u201d;mso-padding-alt:0cm 5.4pt 0cm 5.4pt;mso-para-margin:0cm;mso-para-margin-bottom:.0001pt;mso-pagination:none;font-size:11.0pt;font-family:\u201dCalibri\u201d,sans-serif;mso-ascii-font-family:Calibri;mso-ascii-theme-font:minor-latin;mso-hansi-font-family:Calibri;mso-hansi-theme-font:minor-latin;mso-bidi-font-family:\u201dTimes New Roman\u201d;mso-bidi-theme-font:minor-bidi;} \u00a0 \u00a0 FIN 700 Milestone Four Guidelines and Rubric \u00a0 Milestone Four: Executive Summary (Component 1: Section I) and Recommendations (Component 1: Read More …<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-430041","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/posts\/430041","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/comments?post=430041"}],"version-history":[{"count":0,"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/posts\/430041\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/media?parent=430041"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/categories?post=430041"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.benedictsol.com\/blogs\/wp-json\/wp\/v2\/tags?post=430041"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}