Unit 6 Assignment 1 – Financial Overview Presentation

  • Due Sunday by 11:59pm
  • Points 50
  • Submitting a text entry box or a file upload

Estimated time to complete: 2 hours

Instructions

In previous units, we discussed the importance and purpose of maintaining financial statements. In this assignment, you will interpret those financial statements for a diverse group of stakeholders.

You are the Chief Financial Officer of People’s Community Clinic. You are responsible for delivering a financial overview presentation at the year-end meeting. Your audience will include employees and leadership team members of PCC, financial donors, and community members (who may be potential donors, if they are pleased with the information you present!)

People’s Community Clinic. (2015). People’s Community Clinic Annual Report (Links to an external site.). (Links to an external site.) [PDF]

People’s Community Clinic (n.d.). People’s Community Clinic (Links to an external site.)[Website]

  • Using the content of the attached annual report document, prepare a 10-minute Powerpoint or Prezi presentation.
    • Include a voice-over or written script (in the speaker’s notes section)
  • You may include visuals of the important sections of the financial statements, ensuring the content is easy to read for your audience.
  • Create graphs or charts to illustrate important data.
  • Your closing two slides should summarize the year-end status, and summarize assumptions for the year in-progress (i.e. do you expect to be profitable, experience loss, why or why not).
  • Your final slide should include any references, in APA format, used to complete your presentation.

Please review the rubric to ensure that your assignment meets criteria.

Submit:

  • Financial Overview Presentation – PowerPoint file (.ppt), URL to your Prezi presentation, or export the PowerPoint to .mp4, upload to YouTube, and provide the YouTube URL

Rubric

HC306 Unit 6 Assignment 1 – Financial Overview Presentation

HC306 Unit 6 Assignment 1 – Financial Overview Presentation

Criteria Ratings Pts

This criterion is linked to a Learning Outcome Analysis of Knowledge PRICE-P

5.0 pts 5

Connects and extends knowledge (facts, theories, etc.) from one’s own academic study/ field/ discipline to civic engagement and to one’s own participation in civic life, politics, and government.

4.0 pts 4

Analyzes knowledge (facts, theories, etc.) from one’s own academic study/ field/ discipline making relevant connections to civic engagement and to one’s own participation in civic life, politics, and government.

3.0 pts 3

Begins to connect knowledge (facts, theories, etc.) from one’s own academic study/ field/ discipline to civic engagement and to tone’s own participation in civic life, politics, and government.

2.0 pts 2

Begins to identify knowledge (facts, theories, etc.) from one’s own academic study/ field/ discipline that is relevant to civic engagement and to one’s own participation in civic life, politics, and government.

1.0 pts 1

There Is some evidence that knowledge is identified (facts, theories, etc.) from one’s own academic study/ field/ discipline that is somewhat relevant to civics engagement and to one’s own participation in civic life, politics, and government.

0.0 pts 0

There is little to no evidence that knowledge is identified (facts, theories, etc.) from one’s own academic study/ field/ discipline that is somewhat relevant to civics engagement and to one’s own participation in civic life, politics, and government.

5.0 pts

This criterion is linked to a Learning Outcome Defines Content

20.0 pts 5

Demonstrates the ability to construct a clear and insightful problem statement/thesis statement/topic statement with evidence of all relevant contextual factors.

18.0 pts 4

Demonstrates the ability to construct a problem statement, thesis statement/topic statement with evidence of most relevant contextual factors, and problem statement is adequately detailed

16.0 pts 3

Begins to demonstrate the ability to construct a problem statement/thesis statement/topic statement with evidence of most relevant contextual factors, but problem statement is superficial.

14.0 pts 2

Demonstrates a limited ability in identifying a problem statement/thesis statement/topic statement or related contextual factors.

12.0 pts 1

Demonstrates the ability to explain contextual facts but does not provide a defined statement.

0.0 pts 0

There is no evidence of a defined statement.

20.0 pts

This criterion is linked to a Learning Outcome Relationship to research

10.0 pts 5

Evaluates materials for scholarly significance and relevance within and/or across the various disciplines, evaluating them according to their contributions and consequences.

9.0 pts 4

Examines materials for scholarly significance within and/or across the various disciplines to explore contributions in relation to important questions.

8.0 pts 3

Uses materials in the context of scholarship to develop a foundation of disciplinary knowledge and to raise and explore important questions.

7.0 pts 2

Engages materials with the intention and expectation of building topical and world knowledge.

6.0 pts 1

Approaches materials in the context of assignments with the intention and expectation of finding right answers and learning facts and concepts to display for credit.

0.0 pts 0

There is little to no evidence of engagement with outside materials used in a scholarly manner.

10.0 pts

This criterion is linked to a Learning Outcome Conclusion and related Outcomes

5.0 pts 5

Conclusions (consequences and implications) are logical and reflect informed evaluation and the ability to place evidence and perspectives discussed in priority order.

4.0 pts 4

Conclusions are logically tied to and reflect student’s informed evaluation in priority order and are clearly identified.

3.0 pts 3

Conclusion is logically tied to a range of information and are identified clearly.

2.0 pts 2

Conclusion is logically tied to information (because information is chosen to fit the desired conclusion).

1.0 pts 1

Conclusion is inconsistently tied to some of the information discussed and oversimplified.

0.0 pts 0

Conclusion is either not present, unclear, or does not reflect the information presented.

5.0 pts

This criterion is linked to a Learning Outcome Writing

5.0 pts 5

The paper exhibits an excellent command of written English language conventions. The paper has no errors in mechanics, grammar, or spelling.

4.0 pts 4

The paper exhibits a good command of written English language conventions. The paper has no errors in mechanics, or spelling and minor error do not impair the flow of communication.

3.0 pts 3

The paper exhibits an acceptable command of written English language conventions. The paper has minor errors in mechanics, grammar, or spelling that impact the flow of communication.

2.0 pts 2

The paper exhibits a limited command of written English language conventions. The paper has frequent errors in mechanics, grammar, or spelling that impede the flow of communication.

1.0 pts 1

The paper exhibits little command of written English language conventions. The paper has errors in mechanics, grammar, or spelling that cause the reader to stop and reread parts of the writing to discern meaning.

0.0 pts 0

The paper does not demonstrate command of written English language conventions. The paper has multiple errors in mechanics, grammar, or spelling that cause the reader difficulty discerning the meaning.

5.0 pts

This criterion is linked to a Learning Outcome APA PRICE-I

5.0 pts 5

The required APA elements are all included with correct formatting, including in-text citations and references.

4.0 pts 4

The required APA elements are all included with minor formatting errors, including in-text citations and references.

3.0 pts 3

The required APA elements are all included with multiple formatting errors, including in-text citations and references.

2.0 pts 2

The required APA elements are not all included. AND/OR there are major formatting errors, including in-text citations and references.

1.0 pts 1

Several APA elements are missing. The errors in formatting demonstrate limited understanding of APA guidelines, in-text-citations, and references.

0.0 pts 0

There is little to no evidence of APA formatting. AND/OR there are no in-text citations AND/OR references.

5.0 pts

Total Points: 50.0

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