GROUP Reporting

Rubric for Assessment

CRITERIA EXEMPLARY
3.5 -4.0
Industry
Analysis
(20%)

No major
errors and any
minor errors
do not
materially
change the
point of the
analysis;
Quantitative
and qualitative
analyses
persuasively
support the
recommendatio
ns and
conclusions;
In-depth
analysis of the
industry and
peer
companies .
Soundne Uses terms
ss of
correctly;
Company Clearly and
Analysis accurately
(30%)
interprets
findings and
communicates
methods;
Focuses on the
reasons behind
the numbers.
Interweaving
arguments are
convincing.

SATISFACTOR
Y
2.5 - 3.0
Few minor
errors violate
financial
analysis
principles;
Quantitative
and qualitative
analysis
logically
support the
recommendati
ons and
conclusions;
Industry and
peer analyses
are
satisfactory.

Makes a few
minor errors
in using
terms,
interpreting
findings,
and/or
communicatin
g methods; Is
at ease with
the
processing
and analysis
of the
quantitative
and

DEVELOPING
1.5 - 2.0

BEGINNING
0.0 - 1.0

Some errors,
but
demonstrate
s
understandin
g of
principles;
Quantitative
and
qualitative
analysis is
adequate to
make
reasonable
conclusions
and/or
recommendati
ons; Industry
analysis is
lacking.

Frequent
errors or
unacceptable
mistakes
indicative of a
lack of basic
understandin
g of core
principle(s);
Quantitative
and
qualitative
analysis too
simplistic or
convoluted;.

Makes some
errors in
using terms,
interpreting
findings,
and/or
communicat
ing
methods; Is
uncomforta
ble with the
processing
of data to
come up
with a
sound

Frequently
misuses
terms,
misinterprets
findings,
and/or
miscommunic
ates methods;
Does not
have grasp of
information;

Quality
of
Recomm
endation
(25%)

Uses terms
correctly;
Clearly and
accurately
interprets
findings and
communicates
methods;
Demonstrates
critical
understanding
of the key
drivers and
must-win
battles of the
business.
Conclusions
and
recommendatio
ns are
convincing.
Oral
Uses terms
Eloquenc correctly;
Clearly an
e (15%)
accurately
interprets
findings and
communicates
methods;
Contains little
or no grammar
and/or spelling
errors;
Excellent
sentence
structure and

qualitative
data.

analysis

Makes a few
minor errors
in using
terms,
interpreting
findings,
and/or
communicatin
g methods;
Conclusions
and
recommendati
ons are
appropriate.

Makes some
errors in
using
terms,
interpreting
findings,
and/or
communicat
ing
methods;
Conclusions
and
recommend
ations are
reasonable
and
believable.

Frequently
misuses
terms,
misinterprets
findings,
and/or
miscommunic
ates methods;
Does not
have grasp of
information;
Conclusions
and
recommendat
ions are
wrong or
implausible

Makes a few
minor errors
in using
terms,
interpreting
findings,
and/or
communicatin
g methods;
Contains a
number of
grammar and
spelling
errors;
Sentence

A few
overlooked
errors in using
terms,
interpreting
findings,
and/or
communicatin
g methods;
Contains a
few
overlooked
grammar and
spelling

Frequently
misuses
terms,
misinterprets
findings,
and/or
miscommunic
ates methods;
Grammar and
spelling errors
are
commonplace
showing
carelessness.

Question
and
Answer
(10%)

fluency.

structure
could
improve.

errors.

Excellent
composition of
answers.
Answers show
in-depth
understanding
of the
companies and
the industry.

Composition
of answers
could
improve.
Answers show
strong
understanding
of the
companies
and the
industry.

A few
overlooked
answers.
Answers
contain
misused word;
failed to link
answers to
the analysis.

Answers were
miscommunic
ated and out
of topic.
Overlooked
the point of
the question.