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Business Analytics OPRE 605

Summer 2022

University of Baltimore

Merrick School of Business

Day and Time: Asynchronous ONLINE 2

Start and End Dates: June 6 – July 8

Location: Asynchronous with no specific meeting times

Instructor: Mark A. Arvisais, PhD

Contact Information: Email: [email protected]

Email is the best way to reach me

“Office Hour” Meetings by Zoom: There are no set office hour times. However, I am available to meet and review course content via Zoom if you are having difficulty with homework problems or final project. Request appointments via University of Baltimore email. Once we have agreed to a time send me a Zoom link. Be prepared to share your Excel work before and or during the meeting using the share screen functionality. Camera must be switched on during the meeting (use built-in Zoom alternate background if preferred).

Course Description: Explores business analytics and its applications to management decision- making for a range of business situations. Covers problem structuring; big data; data mining; optimization; computer simulation; decision analysis; and predictive modeling.

Prerequisites: OPRE 504 or OPRE 505 and OPRE 506 or equivalent or permission of the M.B.A. program director. Therefore, this course assumes students have a solid knowledge of statistics and Excel covered in chapters 2 – 7 in the Evans text. These chapters review material learned in the prerequisite courses.

Assignments and Problems:  Quantitative courses are challenging. This course requires a significant amount of study and effort to complete. Stay on top of the work since it is easy to fall behind.

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The course uses two foundational systems as platforms for course delivery – Sakai and Pearson’s MyLab

Sakai: On Sakai you will find the following: (1) Lesson plan, (2) Supporting and supplemental materials including lecture and problem walk-through recordings (3) Grade center, (4) Data Set Submission link for the final project and (5) Graded Final Project details and submission location.

Pearson’s MyLab Statistics: On MyLab you will find the following: (1) PowerPoint decks for all chapters (see Accessible Resources>accessible PowerPoint slides), (2) Ungraded homework practice questions, (3) Graded weekly quizzes (See Assignments on MyLab). Take quizzes on a PC not on tablet or phone. The student needs to make certain he or she is working within a stable internet environment when taking a quiz. Interruptions may lead to a submission failure and delays resulting in a zero or bad grade.

Optional External Add-In to Excel: Frontline Solver

Standard Windows based Excel is all that is necessary for this class. However, you can enhance Excel’s functionality with the Frontline Solver/Analytic Solver add-in. You can purchase a 140-day access for $25.00. There are places in the text and PowerPoint slides that references Frontline Solver and its function called XLMiner. If you decide to make this purchase let me know so I can get a code from the publisher.

Do not confuse the Frontline Solver purchase with Excel’s standard built-in solver function. You will use Excel’s solver function in Chapters 13+ (no purchase necessary).

Student Learning Outcomes:

After completing this course, students will be able to:

1. Appraise the role of business analytics in organizations, the decision-making life cycle in business, model building techniques, model solving techniques, interpretation of results from business models and cutting-edge business analytics tools

2. Formulate business problem, choose theoretical framework, and decide appropriate decision modeling techniques for given business management situations, assess the limitations of models and the appropriateness of modeling environments

3. Apply predictive modeling to transform data into predictive insights to guide the decision making process and reach improved business outcomes.

4. Propose and build optimization and simulation models as effective business decision making procedures for managerial decision making.

5. Integrate critical thinking, problem solving and communication skills in the assessment of real world business situations to transform data into models, solve them, and convey findings in

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a business professional manner.

Required Course Materials: 1. Textbook: James Evans, Business Analytics, 3rd edition, Pearson Education, Pearson. Ebook and MyLab ISBN:  9780135962817 Set up access as early as possible. Access to MyLab is through Sakai only. A MyLab quiz is due the first week and you must have access to complete. 2. Computer with Microsoft Excel. As a UB student, you can install Microsoft Excel on your personal machine. Video demonstrations are recorded on a Windows machine but any computer with Excel and the standard Excel Solver add-in is acceptable.

Course Requirements/Assignments:

The basic framework and due dates for this course are as follows:

Optional Ungraded Practice Problems on MyLab

34% Ungraded practice problems are available for all chapters covered in the course. Students may work with colleague(s) on the ungraded problems.

Graded Individual Assignments

54% Required Graded Weekly Quizzes on MyLab (Most are due on Sunday each week)

64% Required Graded Final Project on Sakai: Written Case Solution and Excel Submission 74% Students must get the data set selected approved the first week of the semester (see

assignment link on Sakai. There is a small amount extra credit if submitted on time.

The graded assignments are open book, open notes, open video, etc. and emphasize application of knowledge.

Do not post anything about the quizzes or final exam to the Public Forum Discussions Board. Use the Forum to ask questions about ungraded problems, book examples or questions at the end of the chapters.

All graded assignments are individual assignments.

MyLab Quiz Taking

It is necessary to work on a stable internet environment.

Once you see a graded question in MyLab, it must be answered before moving forward. Failing to do this will result in a zero for all questions or question parts bypassed. There is no option to reverse this. Stated differently, do not be tempted to scan the whole quiz first and then to start – otherwise it will result in a failure on every incomplete question or question part. If you see it, complete it!  

Integrated Flexibility in MyLab by Assessment Type

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Type Allowances

Ungraded MyLab Practice Questions

Unlimited opportunity to answer a question correctly Answers to questions provided

Weekly MyLab Graded Quizzes Two (2) attempts to answer a question correctly Save for later option available (see caution message above about MyLab Test Taking) Feedback on the correctness of the answer Partial credit included No time limit Late work accepted – 25% per day penalty

Attendance Policy

Class attendance is required. In that this is an asynchronous on-line course, attendance is measured by completing the weekly graded assignments, and accessing Sakai regularly

Late Work Policy

Practice questions are optional – lateness policy not applicable Weekly quizzes – MyLab allows for lateness with a 25% per day penalty starting at the moment after it is due. The penalty applies to the whole question Final Project – late work is not accepted Students may request late submission, in advance, for documented medical or family emergency provided the request is 24 hours before the due date, if practical. The decision is at the sole discretion of the faculty member Unless otherwise announced, weather events do not change due dates.

Grading Evaluation

Mylab Weekly Graded Quizzes 70% (700 points)

54% Typically, 2 - 5 multi-part problems per week

MyLab Graded Final Project 30% (300 points)

54% Case and Excel Submission

All graded assignments in the course are individual assignments.

Extra credit is not offered in the course. However, students will earn a small number of extra

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points for correct answers to the ungraded optional practice questions found on MyLab. The deadline for submitting ungraded practice questions is 7-5-22. These questions are optional but are well worth the effort and useful in preparing for the quizzes and final project. The additional earned points for the ungraded assignments are entered to the Sakai grade system once at the end of the semester. Further, students can earn a small extra credit amount for submitting the final project data set to Sakai for approval before the end of the first week of the class (see assignment link on Sakai)

Keeping Track of Grades

All grades are posted in Sakai as the course progresses. Students should check their grades periodically and notify the instructor immediately if they notice any discrepancy. Grades on MyLab automatically transfer to the Sakai Grade Center.

Grade Scale: Due to quirks in the MyLab system this class is based on 1000 points (100% or 1000 points). Grade scale brackets follow university policy for undergraduates (see catalog): A 95-100 (950 – 1000), A- 90-94 (900 – 940), B+ 87-89 (870 – 890), B 84-86 (840 – 860), B- 80- 83 (800 – 830), C+ 77-79 (770 – 790), C 70-76 (700 – 760), C- 65-69 (650 – 690), F 0-64 (0 – 640). Rounding is applied. A letter grade of D is not available in graduate school.

Summary Tentative Course Schedule

The course schedule, including content and topics, is subject to change at the sole discretion of the faculty member. A detailed lesson plan is located on Sakai.

Week Readings and Study Topic(s) Graded Items

1 -Evans: Ch 2,3,4,5,6,7

-MyLab Practice Problems

-Evans: Ch 1

-MyLab Practice Problems

-Prerequisite Review

-Intro to Business Analytics

(1) MyLab Quiz

(2) Submit final project data set for

approval (small extra credit available if

completed first week)

2 -Evans: Ch 8 & 9

-MyLab Practice Problems

-Predictive Analytics:

-Trendline and Regression

-Predictive Analytics: Forecasting

(1) MyLab Quiz

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3 -Evans: Ch 10 & 11

-MyLab Practice Problems

-Data Mining &

Spreadsheet Modeling

(1) MyLab Quiz

4 -Evans Ch 12 & 13

-MyLab Practice Problems

-Simulation & Risk Analysis

-Optimization

(1) MyLab Quiz

5 Final Project (See Sakai)

Submit Final Project to Sakai. Two Submissions: (1) Written Report and (2) supporting Excel document

Rubrics for

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Syllabus Addendum

Student Success Resources

Important Technology Information:

Please take a look at this information if you have not already done so.

http://www.ubalt.edu/about-ub/offices-and-services/technology-services/faqs/remote- work/index.cfm

Laptop or loaner requests for students:

Students must submit a form online or call the Call Center. The form can be found here:

https://ubalt.teamdynamix.com/TDClient/1799/Portal/Requests/ServiceDet?ID=42630

Free or affordable internet options:

Please note students should sign-up ASAP because we are finding that in some cases, it may take up to a month to get installed (per OTS). They can also apply for CARES monies for this support. http://www.ubalt.edu/about-ub/offices-and-services/technology-services/faqs/remote- work/isp-options.cfm

UB CARES Grant:

The Office of Financial Aid oversees the CARES Grant application process and the Office of Student Support in SSSS oversees the UB Student Emergency Assistance Fund.

UB Student Emergency Assistance Fund:

http://www.ubalt.edu/about-ub/offices-and-services/dean-of- students/UB%20Student%20Emergency%20Grant%20Fund.cfm

Student Resource List that will continuously be updated by SSSS:

http://www.ubalt.edu/about-ub/offices-and-services/avpforsa/student-resources-pandemic.cfm

Online Preparedness for Students:

https://ubonline.ubalt.edu/portal/site/9e53a16a-69ff-4ae5-8d0c-01c46f1ed466/tool/9079df6c- d384-40c7-a8f0-09e74f2a5140?_ga=2.125880526.29291235.1597672351- 755377116.1564108295

Office of Disability and Access Services:

http://www.ubalt.edu/campus-life/center-for-educational-access/index.cfm

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Student Assistance Program:

UB's Student Assistance Program (SAP) remains accessible to students and provides them with free, confidential, accessible support to manage life's challenges and stay healthy and safe while at UB. http://www.ubalt.edu/about-ub/offices-and-services/dean-of- students/sap/index.cfm 5 RLB Library

UB Resources for Students

Academic and support resources for all students at UB include but are not limited to:

RLB Library

1420 Maryland Ave.

[email protected]

410.837.4260

The RLB Library is the center for academic support at UB. The library supports students’ research and information literacy skills. Academic Success programs include free tutoring, writing consultations, math/statistics support, computer skills workshops, research consultations, and coaching for undergraduate and graduate students alike. The OWL (Online Writing Link) offers customized feedback on papers through MyUB.

Librarians can work with you to improve strategies for locating, evaluating, and using information. Use the library website to search for books, articles and movies; access databases; see if your textbook is on reserve; follow guided tutorials; or chat with a librarian. The library is home to a large computer lab, a digital design lab, a video and board game library, practice presentation rooms, reservable group study rooms, individual study spaces, and in-person help most hours, including nights and weekends.

Many services are also available online, 24/7 – see the website for details or email:

[email protected] [email protected]

[email protected] [email protected]

[email protected] [email protected]

Click on in MyUB to make an appointment or reserve a study room. 6

Disability & Access Services

Academic Center 111

[email protected]

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410.837.4775

Disability and Access Services strives to help our students meet their academic potential unhindered by disabilities. If you have a documented disability (permanent or temporary) that requires accommodations, please contact DAS. The office provides reasonable and appropriate accommodations for students who have documented disabilities.

Student Assistance Program

To Contact the SAP: 1.800.327.2251 www.portal.bhsonline.com Username: UBALT

Download the App by searching BHSAPP in the App Store or Google Play for more information visit www.ubalt.edu/StudentAssistance The Student Assistance Program (SAP) provides students with access to confidential, accessible support to manage life’s challenges. The SAP offers personal counseling and consultation on variety of topics including family concerns, academic skills, finances, substance abuse, legal consultations, childcare, and elder care. The SAP is available to all current UB students. If you have any questions, contact Clinical Case Manager Tony DuLaney at [email protected] or 410.837.4755.

Office of Student Support

Academic Center 112

[email protected]

410.837.4755

The Office of Student Support is committed to providing a holistic educational experience for all students. The Office assists University of Baltimore (UB) students to develop high standards of conduct, cultivate meaningful relationships, build resiliency, obtain equity through accessibility, and practice advocacy. Through collaborations with campus and community partners the office supports students as they navigate the university experience.

University Police

Charles Royal Bldg. 200

[email protected]

410.837.5529 7

EMERGENCY PHONE: 410.837.4444 Relay users dial 7-1-1

From time to time, the weather, power outages, and other factors play a role in the daily life of the UB campus. Emergency announcements are communicated via the UB home page; campus emails (to UB email addresses); the emergency notification phone line

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(410.837.4201); local media outlets; and the emergency Campus Text Alert System. Students, faculty, and staff are strongly encouraged to register for this emergency notification system. Once registered, you will be alerted to any emergency on campus regardless of where you are —on, off, or enroute to campus. Sign up for the Campus Text Alert System through the tools in the MyUB portal.

UB Sakai and Technical Support

[email protected]

1.855.501.0856 (toll-free)

Having trouble with Sakai? Call, email, or use our live chat for Sakai Support, available 24/7. You will speak with a Sakai Technician who will provide immediate assistance to help resolve your problem or connect you with another staff member who can provide additional support.

Office of Technology Services

Academic Center 101

[email protected]

410.837.6262

The Office of Technology Services (OTS) provides overall technology support to the UB community including computer labs for students in all major buildings. There is a specific guide for IT for Students. An equipment borrowing program exists, with technology such as laptops and cameras available for free sign-out by students for use with projects and course work. If an instructor indicates that a student needs to use or purchase a certain software package, students are encouraged to review Software for Students or to contact the OTS Call Center at 410-837-6262 and ask if it is already available for student use. All students have free access to Microsoft Office 365 and SPSS for their personal devices and use of Adobe software products via campus computer labs.

UB Campus Pantry

Student Center Room 202 A

[email protected]

410.837.4076

The University of Baltimore Campus Pantry was founded on the idea that no member of the campus community should experience hunger. The pantry provides critical food assistance and resources, as well as outreach and volunteer opportunities. It is supported through the generosity of campus and community members and benefits from strong partnerships.

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Textbooks Students must order all textbooks online, except for a few courses which use “course packets” available for purchase at the Hive on the first floor of the Student Center. For orders over $59, textbooks are mailed for free to a student’s home or workplace. Detailed instructions and FAQ are provided online. Financial Aid may be used to purchase textbooks online, as well as school supplies, computers, course packets and other necessities at the Hive; FAQs provide details. Many courses provide e-reserves through the library to provide access to readings for the first week of the course.

The Hive, the campus store located in the Student Center, does not stock copies of textbooks, but does have course packets, UB spirit wear, snacks, and a coffee bar.

Explanation of textbook and campus store credit:

http://www.ubalt.edu/about-ub/offices-and-services/auxiliary/bookstore/Textbook-and-Supplies- Credit.cfm

FAQ:

https://www.ubalt.edu/about-ub/offices-and-services/auxiliary/bookstore/bookstore-credit- FAQ.cfm

Policies and Procedures Related to Courses

Academic Integrity

The University of Baltimore (UB) is a community comprised of students, faculty, administrators, and staff who share a commitment to learning. Exceptional academic honesty is essential to the university’s mission of learning, scholarship, and integrity. We believe:

Honesty is the foundation of personal integrity.

Honesty promotes substantive learning.

Honesty validates the recognition of scholarly achievement.

Honesty demonstrates respect for the work of others and enables effective cooperation.

All members of our community share responsibility for actively fostering academic honesty, actively discouraging academic dishonesty, and engaging in ongoing discussion of activities that may violate the spirit of honesty.

The Academic Integrity Policy provides information regarding behaviors that violate the academic standards at UB. These behaviors include, but are not limited to, plagiarism, cheating, falsification, and facilitation. Violations of the policy will likely result in charges which can lead to a failing grade on an assignment, a failing grade in the course, or even suspension from UB. All UB students are responsible for understanding their obligations under this policy. 9

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Students with questions about the appropriate use of materials or manner in which work should be done should speak with their professor or seek guidance from other resources at the university (i.e. Achievement and Learning Center or staff within the Langsdale Library).

 

Plagiarism Tutorial

All undergraduate and graduate students are required to take UB’s Plagiarism Tutorial before the end of their first semester at UB. Failure to complete the tutorial will preclude a student from registering for the next semester.

Turnitin

As a part of an institution-wide effort to ensure the originality of student work, UB licenses Turnitin, a commercial text-matching service that analyzes students’ submissions against its own archive of student papers, articles, and web sites to report on student originality and identify possible plagiarism. All UB faculty members reserve the right to use this or other measures to evaluate student work for originality and for correct attribution.

Attendance During Drop/Add Period

UB drops students from a class roster who do not:

(a) participate in the face-to-face or online class by the end of the drop/add date, or

(b) have Office of the Registrar permission to be added to a class after the drop/add date. Students must notify the course instructor immediately upon obtaining permission and must participate in class as soon as possible.

Once a student is registered and the drop/add date has passed, UB does not drop for nonattendance, but there are consequences for students missing classes. Students are subject to the university and class attendance policies.

Code of Conduct

Students are expected to maintain a high standard of conduct both within and outside the classroom. Since the university's role is to provide the best possible atmosphere for learning, growth, and development, individuals who violate its policies and expectations are subject to review and possible university sanctions. The Student Rights and Responsibilities Guide outlines the university’s expectations of students, discusses relevant policies of which students should be aware, and details the processes students will work through should there be allegations of a potential violation.

University behavioral expectations have been outlined in the Student Rights and

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Responsibilities Guide under the Student Code of Conduct. Students are required to maintain these standards both on and off campus; failure to be aware of these expectations is not accepted as an excuse for violations. The Office of Student Support is responsible for the oversight and facilitation of the adjudication of concerns regarding potential Code of Conduct violations.

Title IX Sexual Harassment and Sexual Misconduct Policy

UB has clear policies and procedures related to Title IX and nondiscrimination policies. The university’s Sexual Harassment and Sexual Misconduct policies are compliant with Federal laws prohibiting discrimination. Title IX requires that faculty, student employees, and staff members report any known, learned, or rumored incidents of sex discrimination, including sexual 10 harassment, sexual misconduct, stalking on the basis of sex, dating/intimate partner violence, or sexual exploitation and/or related experiences or incidents.

Privacy Act

Public Law 93-380 (Family Educational Rights and Privacy Act of 1974, also known as the “The Buckley Amendment”) provides certain rights to students (and, in some cases, parents) concerning access to educational records. For more specific information on your privacy rights, visit the FERPA for Students website).

Academic Accommodations for Students with Disabilities

UB’s Office of Disability & Access Services (DAS) ensures that all UB students can achieve their academic potential unhindered by any disabilities. If you have a documented disability (either temporary or permanent) that requires accommodations, please contact the DAS. The center provides reasonable and appropriate accommodations for students who have documented disabilities.

Grade Challenges

Students have the right to a grade based on their actual course performance as compared to an articulated standard that is applied to all those taking a course. Each instructor must therefore be able to articulate a uniform, identifiable standard that is applied in calculating any part of a student's course grade. That standard must relate to the course syllabus, academic instruction, and the assignments and materials that were provided to the class. The university’s policies and procedures related to grade challenges detail the processes to follow for students who have a grade challenge.

Mid-Semester Progress Reporting for Undergraduates

Mid-Semester Progress Reports will be issued for all undergraduate students halfway through the semester. Students may earn a grade of S/Satisfactory – which means you are passing the

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class with a C or better; a grade of NS/Not Satisfactory – which means your grade is a C- or lower; or a grade of FA/Failure due to absences. Mid-Semester grades do not appear on student transcripts and are not calculated as part of a student’s Grade Point Average (GPA). Students who earn a grade of NS or FA should contact their professor and advisor to discuss ways to improve their performance.

Incomplete Grades and Requests

An Incomplete (INC) grade may be granted to a student at the discretion of the instructor and the appropriate dean’s office when the student encounters unanticipated extenuating circumstances (for example, hospitalization) that temporarily prevent the student from completing required coursework. The student and faculty member must agree upon the Incomplete before term grades are due, and the student should petition for the Incomplete as soon as the unanticipated circumstances are recognized.1

1 In the Yale Gordon College of Arts & Sciences, an Incomplete grade will not be considered prior to the official WD deadline. Documentation is required to officially issue the Incomplete, including a contract signed by the instructor and the student detailing due dates for all remaining work to be completed. 11

Incomplete coursework must be completed by specific deadlines: the university catalog outlines the timeline for an incomplete to convert to an F grade if work is not completed in a timely way. Please see specific dates on the University’s Academic Calendar.

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Question 1

Consider a project that you have been involved with or aware of that you consider to be highly complex. What made it a complex project? Did it succeed? Why, or why not?

Your journal entry must be at least 200 words in length. No references or citations are necessary.

Question 2

Consider a notable example of a project in your work or personal life that failed specifically because the initial scope, schedule, and budget estimates were inaccurate. Briefly describe the project; state what you think went wrong with respect to the estimate, what problems the faulty estimate caused, and what you recommend that should have been done instead.

Your journal entry must be at least 200 words in length. No references or citations are necessary.

Question 3

Consider a sequence of activities that you have encountered in your daily life and briefly describe it. Would you be able to identify the critical path associated with these activities by inspection, or, alternatively, would you need to perform calculations? Provide your opinion and explain your rationale.

Your journal entry must be at least 200 words in length. No references or citations are necessary.

Question 4

Consider a schedule in daily life that you lived through and that in your view would benefit from modeling using program evaluation and review technique (PERT), a Monte Carlo analysis, or both. Describe the schedule, and explain why modeling the schedule would have assisted in managing the schedule risk and why taking the trouble to model the schedule would have made a difference.

Your journal entry must be at least 200 words in length. No references or citations are necessary.

Question 5

Consider a situation in your place of work or daily life where a serious incident occurred that was related to a risk that escaped notice. Briefly describe what happened and the nature of the risk that was not identified. What could have been done differently, and had the risk been identified, what trade-offs could have been initiated?

Your journal entry must be at least 200 words in length. No references or citations are necessary.

Question 6

Think of a time when you needed to monitor and report progress, but you did not have the ability to implement earned value metrics (EVM). How did you measure and provide an accurate and unambiguous account of project progress? What were the limitations?

Your journal entry must be at least 200 words in length. No references or citations are necessary.

Question 7

Consider a situation in your workplace or in daily life where you had to complete a series of activities in half the time that you originally planned. Describe what it was, how you did it, and if you brought in extra help to do it. Also, were you successful at achieving the revised target? What, if anything, went wrong?

Your journal entry must be at least 200 words in length. No references or citations are necessary.

Question 8

Identify a skill that you learned in this course, and explain how you can apply it to increase success in your career in a real world scenario.

Your journal entry must be at least 200 words in length. No references or citations are necessary.

Final Project OPRE 605 Grading Rubric Summer 2022

Inadequate – 1(0 - 50%)

Average – 2 (75%)

Good – 3 (85%)

Excellent – 4 (95%)

Introduction

(15% or 45 points)

Does not provide adequate background and or purpose for the report.

Introductory information is adequate but clarity of objective needs development

Introductory information is clear and professionally developed

Introduction is excellent: it is clear, engaging, and thorough. As a reader, I know exactly what the report will provide

Data Analysis, Calculations, and Results Addressing Executive Objectives

(30% or 90 points)

Data analysis not connected to purpose/objectives; presentation and interpretation of results are inaccurate.

Insufficient application of concepts and calculations to address objectives identified by executive

Zero score (0) if Excel missing

Data analysis needs to be stronger but is adequate. Results of calculations stated, but not fully analyzed or interpreted.

Favors statement of results rather than interpretation and analysis

Calculations are somewhat sufficient to meet objectives – i.e. number of applied concepts and calculations

Data analysis is appropriate and relevant; presentation and analysis of data is good.

Favors interpretation and analysis rather than statement of results.

Sufficient application of concepts and calculations to address objectives

Data analysis is appropriate and relevant; presentation and analysis of data are professional, thorough, engaging, and sophisticated.

Excellent job. More than sufficient interpretation and analysis of results. Sufficient to address objectives

Conclusions and Recommendations Addressing Executive Objectives (25% or 25 points)

Inadequate summary of results of analysis and no action recommendations offered. Few insights Zero (0) score if not provided.

Non-specific summary of results provided, and a start but imprecise insights and recommendations.

Specific summary of results provided. Good insights, connections to next steps and recommendations. Realistic

Summary of results and recommendations are excellent. Demonstrates solid insights, connections to next steps and recommendations. Realistic.

Report Format and Organization **

(5% or 15 points)

Sections are poorly organized.

Organizationally the report feels messy

Formatting errors exist.

Most necessary sections included but one or two are poorly organized and organizationally needs improvement but could be better.

Formatting errors exist.

All necessary sections included but organizationally the report is professional and constructed with care.

Minimal formatting errors exist.

All necessary sections included, and effectively organized. No formatting errors exist.

Visual Supplements Integrated

(5% or 15 points)

No visual supplements such as tables or graphs included.

Failure to include may lead to a zero (0)

Supplements included (graphs, tables, exhibits) but construction needs improvement (labels, design, etc.)

Nearly enough supplements included. Formats a proper but not complete

Right number of supplements included. Provides valuable information that is clear, professionally presented, and insightful. Constructed properly

Grammar

Mechanics

Sentences and Style

(10% or 30 points)

There are numerous grammatical errors exist and impede meaning.

Report has numerous punctuation, spelling, or capitalization errors.

Sentences contains many errors and impede meaning. Style is not concise or professional.

Grammatical errors exist but generally don’t impede meaning.

Report has some punctuation, spelling, or capitalization errors.

Sentences contain some errors but do not impede meaning.

Style is generally concise and professional, but some additional editing is warranted.

Few grammatical errors exist and do not impede meaning.

Report has a few punctuation, spelling, or capitalization errors.

Sentences contain few errors that do not impede meaning. Style is concise and professional.

Both sentences and style are good. Editing and proofreading is good.

No grammatical errors exist.

Report has no punctuation, spelling, or capitalization errors.

Sentences contain no errors and are diverse and sophisticated.

Style is concise and professional.

Care taken in the editing and proofreading of the report.

Excel

(10% or 30 points)

Excel document not complete

Excel infrequently used as quantitative tool

Difficult to interpret

Zero (0) if Excel not submitted

Somewhat complete

Somewhat modifiable, traceable, auditable, and readable

Somewhat uses Excel as a powerful quantitative tool

Interpretation accessible

Mostly complete

Mostly modifiable, traceable, auditable, and readable

Mostly uses Excel’s functionality as a powerful quantitative tool

Mostly able to follow and interpret

Excellent

Modifiable, traceable, auditable, and readable

Uses Excel functionality to its full capability

Easy to follow and interpret

(100%)

** Construct the format of the report based on the report’s needs not based on the rubric

Adopted from document originally developed for WRIT 300 – Advanced Expository Writing

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