Summary comment
Final mark
Marker s initial
Criteria P E*
1 2 3 4 5 Mark
1. PRESENTATION & RELATED ISSUES
a. An executive summary that is appropriate to purpose.
/6
b. A reference list is included that includes only those referenced in text in the body of the report. (Those not referenced in text don t count)
/5
c. Spelling, grammar and overall presentation /10
Comment:
2. MAIN BODY OF THE REPORT
a. Evidence of further research in reading, investigation &/or synthesis with relevant events/conditions (e.g. economic/industry climate at the time, relevant info re: rates of return on alternative investments etc).
/7
b. Discussion of the three sections of investigation.
Refer to the next page for the assessment criteria for this section.
Profitability
Liquidity
Financial Stability
/20
/16
/10
Comment:
3. RECOMMENDATIONS
a. Conclusion and recommendations
A well reasoned conclusion and recommendations that address a course of action relevant to the decision maker. It should be based upon an insightful synthesis of the sub-conclusions proffered earlier in the report.
/8
Comment:
4. SHORTCOMINGS/ADDITIONAL SOURCES OF INFORMATION
a. Identified a range of shortcomings of financial statement analysis.
/9
b. Identified and justified additional sources/types of information which would enhance the analysis. /9
PENALTY MARKS
Word Limit Violation, Late Submission without prior approval, In a format other than a report (e.g. essay), calculations in the main body of the report rather than in appendices, etc.
Total /100
Assessment Criteria for section 2 Main body of the report (approximate):
Profitability /20 Liquidity /16 Stability /10
High Distinction 17 13.5 8.5
Distinction 15 12 7.5
Credit 13 10.5 6.5
Pass 1 11 9 5.5
Pass 2 10 8 5
Fail 1 8 – 9 7 “ 7.5 4 “ 4.5
Fail 2 < 8 < 7 <4
The descriptors for these are as follows:
High Distinction
- an excellent understanding of the task
- ability to apply and interpret the analysis comprehensively including demonstration of how various measures inter-link to support the argument.
- use of appropriate and concise language
- revelation of insightful conclusions.
Distinction
- a very good understanding of the task
- a very high standard of coverage of analysis relationships with good interpretation OR, a high standard of interpretation of good coverage of analysis relationships.
- successfully used appropriate terminology in context
- sound conclusions in light of interpretations
Credit
- good coverage of analysis relationships with good interpretation
- reasonable attempt to use appropriate terminology in context or the meaning is otherwise made relatively clear.
- basically sound conclusions in light of interpretations
Pass 1
- reasonable coverage of analysis relationships with reasonable
- interpretation
- fair attempt to use appropriate terminology in context or the meaning is otherwise understandable
- basically sound conclusions in light of interpretations
Pass 2
- must have at least attempted to interpret both the percentage analysis and the ratio analysis
- showed some basic understanding of the analysis relationships and interpretation
Fail
- only interpreted the percentage analysis OR only interpreted the ratio analysis BUT did not interpret both
- poor to fair coverage of analysis relationships
- poor analysis resulting in inadequate discussion
- unjustified or badly argued conclusions, or lacking in conclusion altogether.
- expression that is so poor that it seriously impedes understanding and thus achievement of the assignment"s communication for decision making objective.