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Week 7: Financial Planning and Forecasting Summary Research Paper Instructions For this week’s assignment, you will research and answer the following questions. To what extent should financial planning drive strategy

Week 7: Financial Planning and Forecasting Summary Research Paper

Instructions

For this week’s assignment, you will research and answer the following questions.

  • To what extent should financial planning drive strategy vs. merely translating strategy into numbers, and how can misalignment between strategic plans and financial forecasts harm firm value?
  • In what ways do budgeting and forecasting differ in purpose, process, and frequency, and what are the implications of relying too heavily on one versus the other?
  • How should managers set “realistic” yet ambitious assumptions for revenue growth, margins, and capital needs, and what are the risks of optimistic versus conservative bias in these inputs?

Guidelines

  • The paper should be one to two pages.
  • Use APA format (title page, double-spaced, references).
  • Don’t forget to submit your document.

 

Rubric

FIN510 Week 7 – 100 pts (May 26)

FIN510 Week 7 – 100 pts (May 26)

Criteria

Ratings

Pts

This criterion is linked to a Learning OutcomeFinPlan /
Stra,Fore,Value

20 ptsExceedsDetailed discussion of
fin planning / strategy, forecasts, value

15 ptsMasteryCovered main points of
fin planning / strategy, forecasts, value

10 ptsNearDiscussed some of the
aspects of fin planning / strategy, forecasts, value

5 ptsBelowMinimal information
included on fin planning / strategy, forecasts, value

0 ptsNo Evidence

20
pts



This criterion is linked to a Learning Outcomebudget v forecasting

20 ptsExceedsDetailed discussion of
budget v forecasting

15 ptsMasteryCovered main issues of
budget v forecasting

10 ptsNearDiscussed some issues
of budget v forecasting

5 ptsBelowMinimal information
included on budget v forecasting

0 ptsNo Evidence

20
pts



This criterion is linked to a Learning OutcomeSet assumptions

20 ptsExceedsDetailed discussion of
setting assumptions & bias

15 ptsMasteryCovered main issues of
setting assumptions & bias

10 ptsNearDiscussed some issues
of setting assumptions & bias

5 ptsBelowMinimal information
included on setting assumptions & bias

0 ptsNo Evidence

20
pts



This criterion is linked to a Learning OutcomeReferences

20 ptsExceedsSpecific, academic
references included for both answers

15 ptsMasterySpecific, academic
references for one answer

5 ptsNearGeneral references
only

0 ptsNo Evidence

20
pts



This criterion is linked to a Learning OutcomePlain language

15 ptsExceedsPlain language used
that a friend could understand

10 ptsMasteryMost plain language
used

5 ptsNearMostly technical
language used

0 ptsNo EvidenceTechnical or textbook
language uased

15
pts



This criterion is linked to a Learning OutcomeFormat

5 ptsExceedsTitle page, double
spaced, paragraph structure

3 ptsMasteryTwo of title page,
double spaced, paragraph structure

2 ptsNearOne of title page,
double spaced, paragraph structure

0 ptsNo Evidence

5
pts



Total Points: 100