Criteria

Levels of Achievement

Content 70%

98 Points

Advanced (A)

Proficient (B)

Developing (< C)

Not present

Points Earned

Executive Summary

(8 points)

7 to 8 points

· Provides a clear overview of the paper’s contents.

· Contains enough information about the case study.

· Captures the purpose and the main recommendation(s) in 1–2 sentences.

· Provides key evidence for the major points.

· Closes with a brief summary and rationale for the chosen strategy.

6 points

· Provides an overview of the paper’s contents.

· Contains some information about the case study.

· Captures most of the purpose and the main recommendation(s) in 1–2 sentences.

· Provides most key evidence for the major points.

· Closes with a brief summary that contains some rationale for the chosen strategy.

1 to 5 points

· Provides a less than clear overview of the paper’s contents.

· Lacking in information about the case study.

· Captures some of the purpose and the main recommendation(s) in 1–2 sentences.

· Provides some key evidence for the major points.

· Brief summary and rationale are lacking in content for the chosen strategy.

0 points

No key components were included.

Alternative Strategies (10 points)

9 to 10 points

Lists two or more alternative strategies (giving advantages and alternatives for each).

8 points

Lists 1 or more alternative strategies giving some advantages and alternatives for each.

1 to7 points

Lists less than 2 alternative strategies and gives a minimum amount of advantages and alternatives for each.

0 points

No key components were included.

Pro-Forma Financial Statements

(30 points)

27 to 30 points

· Includes and analyzes Pro-Forma Financial Statements (I/S, B/S and Statement of Cash Flows) with deltas out 3 years.

· Each Pro-Forma year has 2 columns: 1 with strategy and 1 column without strategy.

· Includes Pro-Forma ratios for the first year out with deltas contrasting from the most current year’s ratios.

21 to 26 points

· Includes and analyzes Pro-Forma Financial Statements (I/S, B/S and Statement of Cash Flows) with deltas out 3 years with minor errors.

· Each Pro-Forma year has 2 columns: 1 with strategy and 1 column without strategy, with 2-5 minor errors.

· Includes most of the Pro-Forma ratios for the first year out with deltas contrasting from the most current year’s ratios.

1 to 20 points

· Includes and analyzes Pro-Forma Financial Statements (I/S, B/S and Statement of Cash Flows) with deltas out 3 years.

· Each Pro-Forma year has 2 columns: 1 with strategy and 1 without strategy, there are greater than 6 errors.

· Includes some of the Pro-Forma ratios for the first year out with deltas contrasting from the most current year’s ratios.

0 points

No key components were included.

NPV and Cost Analysis

(20 points)

17 to 20 points

· Develops an NPV figure/table.

· Clearly articulates the cost of the strategy (-cf0).

· Clearly articulates the subsequent Pro-Forma cash flows (cf) for the NPV analysis.

· Thoroughly analyzes the NPV.

12 to 16 points

· Develops an NPV figure/table, some minor errors.

· Articulates the cost of the strategy (-cf0).

· Articulates the subsequent Pro-Forma cash flows (cf) for the NPV analysis.

· Analyzes the NPV.

1 to 11 points

· Develops an NPV figure/table, calculation is incorrect or missing key components.

· Discusses but does not include details of the cost of the strategy (-cf0).

· Discusses the Pro-Forma cash flows (cf) for the NPV, lacks detail and thoughtful analysis.

· Discusses the NPV, analysis should be further developed.

0 points

No key components were included.

Implementation of Strategic Plan

(10 points)

9 to 10 points

· Includes an actionable timetable agenda for accomplishing the new strategy.

· Addresses the key items of who, what, how, and when of the implementation process.

8 points

· Includes a timetable agenda, with most details, for accomplishing the new strategy.

· Addresses most of the key items of who, what, how, and when of the implementation process.

1 to 7 points

· Includes a basic timetable agenda for accomplishing the new strategy, additional details are needed.

· Addresses some of the key items of who, what, how, and when of the implementation process.

0 points

No key components were included.

Recommended Strategies and Objectives

(20 points)

18 to 20 points

· Thoroughly analyzes the new strategy.

· States and discusses the cost to implement the new strategy.

· Explains the benefits of the new strategy for long term organizational success.

· Outlines the challenges and/or disadvantages of the strategic choice.

16 to 17 points

· Analyzes the new strategy.

· States and discusses the cost to implement the new strategy, minor details missing.

· Explains the benefits of the new strategy for long term organizational success.

· Outlines the challenges and/or disadvantages of the strategic choice.

1 to 15 points

· Thoroughly analyzes the new strategy.

· States and discusses the cost to implement the new strategy, missing details.

· Explains the benefits of the new strategy for long term organizational success.

· Outlines the challenges and/or disadvantages of the strategic choice.

0 points

No key components were included.

Structure 30%

42 points

Advanced (A)

Proficient (B)

Developing (< C)

Not present

Grammar/Spelling/

Format/References

(42 points)

36 to 42 points

Proper spelling and grammar are used. APA format including a cover page, citations and references are correct.

Matrices were included and properly labeled.

31 to 35 points

Between 1–4 spelling, grammar, format or citation errors are present.

Matrices were mostly included but there were a few errors or missing a few data itmes.

1 to 30 points

Between 5–9 spelling, grammar, format or citation errors are present.

Some matrices were included but there were errors or missing data.

0 points

More than 10 spelling, grammar, format, or citation errors are present.

Total Points

/140