FINANCIAL PLAN ORAL DEFENSE

RATING SHEET

PANELISTS’ COMMENTS AND EVALUATION SHEET ON THE MANUSCRIPT

ENTITY/TIME & ROOM February 23, 208 8:00am – 6:00pm GEE – AVR Members: Ramos, Karla Monique K.; Dimaculangan, Eugene R.;
TEAM & BLOCK: BSBA FTM 4-3 Umpa, Janairah D.; Bibal, Myka I.,; Alcaraz,Ann Margaret R.;
Catapang, Innah Michaella A.; Dionisio, Michael C.; Kadusale, Jhon
PANELIST: Prof. Antonio E. Casurao Sr.
Keith G.; Marcaida, John Kenneth A.; Soliman, Ethel S.
EVALUATION
1.00; 1.25;
PAGE
PART DESCRIPTION COMMENTS SUGGESTION 1.50; 1.75;
NO.
2.0; 2.25;
5:00
I. Rationale This part shows the
introduction and the financial
objectives
II. Research Method This part shows the research
design, the case methods
done, instrumentation,
statistical tools and tools
used in financial analysis.
III. The Profile of the This part shows the profile of
Entity the entity, peaks and valleys
showing the timelines of the
entity, and management.
IV. Survey of the This part shows the
Market and the description of the market,
Industry Herfindahl-Hirschman Index
(HHI) and Concentration
Ratio; the cut-offs and
standards of ratios in terms
of type of business, nature,
and industry; and industry
ratios

1|Panelist’s comments and evaluation sheet

 EVALUATION
1.00; 1.25;
PAGE
PART DESCRIPTION COMMENTS SUGGESTION 1.50; 1.75;
NO.
2.0; 2.25;
5.00
V. Analysis of the This part shows the
External opportunities and threats in
Environment the local and global set up
that affect the entity, among
societal, systems, and task
environment.
VI. Analysis of the This part shows the strengths
Internal Analysis and weaknesses of the firm
along management, human
resource, operational,
market, technological and
technical, and financial
aspects of the entity.
VII. The TOWS Matrix This part shows strategies
that can be derived from the
articulation of the
combinations of
opportunities, threats,
strengths, and weaknesses
VIII. Presentation of the This part shows five-year
Entity's Financial financial statements of
Statements financial position, income
and expenses, cash flows,
changes in equity.

2|Panelist’s comments and evaluation sheet

 EVALUATION
1.00; 1.25;
PAGE
PART DESCRIPTION COMMENTS SUGGESTION 1.50; 1.75;
NO.
2.0; 2.25;
5.00
IX. Financial Analysis This part shows the tabular
presentation and students’
analysis on the profitability,
efficiency, liquidity,
solvency and growth
potential.
X. Findings This part shows the
summary of favorable and
unfavorable findings of the
analysis on the profitability,
efficiency, liquidity,
solvency and growth
potential.
XI. Statement of the Based on the findings
Problem above, this part shows the
main and specific problems
of the entity
XII. Alternative Courses This part shows the decision
of Action criteria, the enumeration of
alternative courses of
action, analysis of each ACA
offered, evaluation of the
ACAs based on the decision
criteria, and
XIII. Recommendation This part shows the
recommendation and the
justification for the
recommendation

3|Panelist’s comments and evaluation sheet

 EVALUATION
1.00; 1.25;
PAGE
PART DESCRIPTION COMMENTS SUGGESTION 1.50; 1.75;
NO.
2.0; 2.25;
5.00
XIV. Financial Plan This part shows the action
plan (based on strategy and
policies), Gantt Chart or
PERT/CPM, forecasting,
cash budget, OPEX, CAPEX,
projected/proforma
financial statements for the
next 5 years, and finally the
resulting ratios, rates, and
turnovers. Objectives must
be met.
AVERAGE RATING ∑ of Grades on Parts 1 + 2 + 3 + 4 + 5 + 6 + 7 + 8 + 9 + 10 + 11 + 12 + 13 + 14 / 14 x .40 = ratings =>

PANELIST’S EVALUATION ON THE ORAL DEFENSE

2. ABILITY TO ANSWER 3. PARTICIPATION OF ALL TEAM AVERAGE RATING

1. PRESENTATION OF
CRITERIA = > QUESTIONS AND TO MEMBERS IN ANSWERING ∑ of Grades on 1 + 2 + 3 / 3
THE PLAN
DEFEND POSITION QUESTIONS x .60
EVAUATION
1.00; 1.25; 1.50; 1.75; 2.00;
2.25 = 5 >

Average on Manuscript 0 .40

Average on Oral Defense 0.60
Final Rating 1.00
_____________________________________
Signature over printed name of the panelist

4|Panelist’s comments and evaluation sheet