Integration of Program Competencies

JGM2 — JGM2 TASK 2: STOCKHOLDER REPORT
MBA CAPSTONE — C216
PRFA — JGM2
COMPETENCIES
981.1.8 : Integration of Program Competencies
The graduate demonstrates the ability to participate and contribute value to the professional field
through the integration of competencies from across the degree program.
INTRODUCTION
After completing the business simulation at a competent level in Task 1, you will create a written report
(see attached “Stockholder Report Template” for recommended page lengths) for stockholders and the
board of directors to review. Justify your decisions throughout the simulation and evaluate the current
state of the business for all functional areas.
REQUIREMENTS
Your submission must be your original work. No more than a combined total of 30% of the submission and
no more than a 10% match to any one individual source can be directly quoted or closely paraphrased
from sources, even if cited correctly. The originality report that is provided when you submit your task can
be used as a guide.
You must use the rubric to direct the creation of your submission because it provides detailed criteria
that will be used to evaluate your work. Each requirement below may be evaluated by more than one
rubric aspect. The rubric aspect titles may contain hyperlinks to relevant portions of the course.
Balanced Scorecard
A. Export the following reports from the simulation and submit them as attachments:
• the cumulative balance scorecard with an overall positive cumulative total performance score
• the conscious scorecard report
Stockholder Report
B. Create a written stockholder report for the board of directors and stockholders, using the attached
“Stockholder Report Template,” in which you do the following:
1. Analyze how four corporate strategic thrusts that you selected within the simulation drove two of
your financial decisions and two of your nonfinancial decisions.
2. Reflect on the decisions that were made during the last three quarters of the simulation by doing
the following:
TASK OVERVIEW SUBMISSIONS EVALUATION REPORT
Note: Support for your reflection may include graphs and other data.
a. Explain two decisions that you would change and why.
b. Explain two decisions that had a positive effect and how, including specific examples.
C. Discuss your company’s financial projections and valuation in relation to the company’s quarter six
(Q6) statement of cash flow, balance sheet, income statement (result found in Q7 tab), and Q6 stock
history report by doing the following:
1. Calculate a valuation of the company and explain the key components of how you came to that
valuation.
2. Calculate the projected financial return on investment (ROI) at end of quarter six (Q6) and explain
the effects that this return would have for an investor.
Note: You should include, within your valuation, any financial data that you use to justify your
valuation, such as statement of cash flows, balance sheet, income statement, and stock history
report, which can all be exported from within the simulation. You may copy and paste the
information directly into the stockholder report template.
Business Analysis
D. Analyze the overall performance of the business compared to the financial reports from the simulation
by doing the following:
Note: Use quarters four, five, and six when analyzing performance. The analysis should include
definitions of the financial statistics that occurred for these three quarters. Refer to the simulation
reports, including the balanced scorecard and conscious scorecard for the required data.
1. Analyze the effect on overall financial performance of one ratio from each of the following
categories, including the performance measures found within the industry financial ratios tab
within the simulation:
• liquidity ratios
• activity ratios
• leverage ratios
• profitability ratios
2. Analyze the beginning and ending cash positions from your statement of cash flows from quarter
seven (Q7) for each of the following:
• cash flow from operating activities
• cash flow from investing activities
• cash flow from financing activities
3. Explain how three decisions that you made and are shown on your conscious scorecard affected
the company’s performance.
E. Acknowledge sources, using in-text citations and references, for content that is quoted, paraphrased,
or summarized.
F. Demonstrate professional communication in the content and presentation of your submission.
File Restrictions
File name may contain only letters, numbers, spaces, and these symbols: ! – _ . * ‘ ( )
File size limit: 200 MB
File types allowed: doc, docx, rtf, xls, xlsx, ppt, pptx, odt, pdf, txt, qt, mov, mpg, avi, mp3, wav, mp4, wma, flv, asf,
mpeg, wmv, m4v, svg, tif, tiff, jpeg, jpg, gif, png, zip, rar, tar, 7z
RUBRIC
A:CUMULATIVE BALANCE SCORECARD AND CONSCIOUS SCORECARD REPORTS
B1:CORPORATE STRATEGIC THRUSTS
B2A:DECISIONS TO BE CHANGED
NOT EVIDENT
The given required reports
from the simulation are not
submitted as attachments.
APPROACHING
COMPETENCE
Not applicable.
COMPETENT
The given required reports from
the simulation are submitted as
attachments.
NOT EVIDENT
An analysis of 4 corporate
strategic thrusts, 2 financial decisions, and 2 nonfinancial decisions is not provided
APPROACHING
COMPETENCE
The analysis of 4 corporate
strategic thrusts does not accurately identify 1 or more of the
financial decisions or 1 or more
of the nonfinancial decisions.
Or the analysis does not logically discuss how each decision
was driven by the 4 corporate
strategic thrusts selected by
the candidate in the simulation,
or the analysis does not include
relevant specific examples.
COMPETENT
The analysis accurately identifies 2 financial decisions and 2
nonfinancial decisions and logically discusses how each decision was driven by the 4 corporate strategic thrusts selected
by the candidate in the simulation, including relevant specific
examples.
NOT EVIDENT
The explanation of 2 decisions
that the candidate would
change is not provided.
APPROACHING
COMPETENCE
The explanation of 2 decisions
the candidate would change
does not accurately identify decisions that were made during
the last three quarters of the
simulation. Or the explanation
COMPETENT
The explanation accurately
identifies 2 decisions that were
made during the last three quarters of the simulation that the
candidate would change. The
explanation logically discusses
why the candidate would
B2B:DECISIONS WITH A POSITIVE EFFECT
C1:CALCULATED VALUATION
C2:PROJECTED ROI
does not logically discuss why
the candidate would change
each of the decisions or does
not include specific details for
why the candidate would make
those changes and how the decision would have been made
differently.
change each of the identified
decisions, including specific details for why the candidate
would make those changes and
how the decision would have
been made differently.
NOT EVIDENT
The explanation of 2 decisions
that had a positive effect is not
provided.
APPROACHING
COMPETENCE
The explanation identifies 2 decisions that were made during
the last three quarters of the
simulation that had a positive
effect but does not logically
discuss how each of the identified decisions had a positive effect, or the explanation does
not include relevant specific examples of how those decisions
made a positive effect.
COMPETENT
The explanation accurately
identifies 2 decisions that were
made during the last three quarters of the simulation that had a
positive effect. The explanation
logically discusses how each of
the identified decisions had a
positive effect, including relevant specific examples of how
those decisions made a positive
effect.
NOT EVIDENT
An explanation of the company’s valuation is not provided.
APPROACHING
COMPETENCE
The explanation does not include a logical and accurate calculation of the company’s valuation, or the company’s valuation is not based on the company’s Q7 statement of cash
flows, balance sheet, income
statement, and stock history
report. Or the explanation does
not logically describe how the
candidate came to the valuation of the company.
COMPETENT
The explanation includes a logical and accurate calculation of
the company’s valuation based
on the company’s Q7 statement
of cash flows, balance sheet, income statement, and stock history report. The explanation
logically describes how the candidate came to the valuation of
the company.
D1:ANALYSIS OF RATIOS
D2:CASH FLOW FROM OPERATING ACTIVITIES
NOT EVIDENT
An explanation of the calculation of the projected ROI at the
end of Q6 is not provided
APPROACHING
COMPETENCE
The explanation does not provide a logical and accurate calculation of the company’s projected ROI at the end of Q6, or
is not based on the company’s
Q7 statement of cash flows,
balance sheet, income statement, and stock history report.
Or the explanation does not
logically describe the effect
that this return will have for a
venture capitalist investor.
COMPETENT
The explanation includes a logical and accurate calculation of
the company’s projected ROI at
the end of Q6 based on the company’s Q7 statement of cash
flows, balance sheet, income
statement, and stock history report. The explanation logically
describes the effect that this return will have for a venture capitalist investor.
NOT EVIDENT
An analysis of 1 ratio from each
of the categories listed is not
provided.
APPROACHING
COMPETENCE
The analysis does not accurately identify 1 ratio from
each of the given categories or
does not logically discuss the
effect of each identified ratio
on overall financial performance. Or the analysis does
not include performance measures found within the industry
financial ratios tab within the
simulation.
COMPETENT
The analysis accurately identifies 1 ratio from each of the
given categories and logically
discusses the effect of each
identified ratio on overall financial performance. The analysis
includes performance measures
found within the industry financial ratios tab within the simulation.
NOT EVIDENT
An analysis of beginning and
ending cash positions is not
provided.
APPROACHING
COMPETENCE
The analysis does not accurately describe the compositions of each of the given cash
flows, or the analysis does not
logically compare the beginning and ending cash positions
based on the statement of cash
flows from Q7 for each of the
COMPETENT
The analysis accurately describes the compositions of each
of the given cash flows and logically compares the beginning
and ending cash positions based
on the statement of cash flows
from Q7 for each of the given
cash flows. The analysis logically
explains how the changes be-
D3:CONSCIOUS SCORECARD DECISIONS
E:SOURCES
F:PROFESSIONAL COMMUNICATION
given cash flows. Or the analysis does not logically explain
how the changes between beginning and ending cash positions for each of the given cash
flows affected the company.
tween beginning and ending
cash positions for each of the
given cash flows affected the
company.
NOT EVIDENT
An explanation of 3 decisions
made by the candidate is not
provided.
APPROACHING
COMPETENCE
The explanation of 3 decisions
does not accurately identify 1
or more of decisions made that
are shown on the conscious
scorecard. Or the explanation
does not logically discuss how
each decision affected the company’s performance.
COMPETENT
The explanation accurately
identifies 3 decisions that were
made and are shown on the conscious scorecard. The explanation logically discusses how
each decision affected the company’s performance.
NOT EVIDENT
The submission does not include both in-text citations and
a reference list for sources that
are quoted, paraphrased, or
summarized.
APPROACHING
COMPETENCE
The submission includes in-text
citations for sources that are
quoted, paraphrased, or summarized and a reference list;
however, the citations or reference list is incomplete or inaccurate.
COMPETENT
The submission includes in-text
citations for sources that are
properly quoted, paraphrased,
or summarized and a reference
list that accurately identifies the
author, date, title, and source location as available.
NOT EVIDENT
Content is unstructured, is disjointed, or contains pervasive
errors in mechanics, usage, or
grammar. Vocabulary or tone is
unprofessional or distracts
from the topic.
APPROACHING
COMPETENCE
Content is poorly organized, is
difficult to follow, or contains
errors in mechanics, usage, or
grammar that cause confusion.
Terminology is misused or ineffective.
COMPETENT
Content reflects attention to
detail, is organized, and focuses
on the main ideas as prescribed
in the task or chosen by the candidate. Terminology is pertinent,
is used correctly, and effectively
conveys the intended meaning.
Mechanics, usage, and grammar
SUPPORTING DOCUMENTS
Stockholder Report Template.docx
promote accurate interpretation and understanding.