Final Assessment Outline
Competency Name: BUS 489 Business Policy and Strategy
Competency Statement: BUS 489 Business Policy and Strategy provides an overview of how a business develops, analyzes, selects and evaluates their corporate strategy. The process begins with corporate mission and vision, then moves to internal and external analysis as prerequisites to developing strategy. The focus then moves to different strategy approaches, the implementation of the strategy and finally the evaluation of selected strategies and policies.
Final Assessment Title: Final Assessment Project
Program Learning Outcomes: PLOs Assessed in this course include:
Communicate effectively utilizing professional business-related techniques
Apply a practical and theoretical understanding of managerial and leadership skills across business disciplines
Apply appropriate analytical and quantitative skills by examining a wide range of business models
Apply an understanding of cultural, ethical, and global issues by examining their impact on self, business, and organizations
Competency Learning Outcomes (CLOs)
Develop a mission and vision statement
Identify and assess external business factors
- Identify and assess internal business factors
Know and explain the 23 types of strategies
- Execute analysis using the BCG Matrix
- Execute analysis using the SWOT Matrix
- Execute analysis using the SPACE Matrix
Execute analysis using the IE Matrix
Execute analysis using the Grand Strategy Matrix
- Identify business structures and their implications to strategies
Identify key financial metrics and apply them to decision making
- Evaluate corporate performance using a balanced scorecard
- Develop awareness of prominent ethical issues facing businesses today
- Purpose of the Assessment
- This activity tests your ability to conduct a series of strategic analyses in order to assess a business’ performance and to propose suitable strategies to improve performance for that business as a strategic manager or consultant would. You will use written (report) and oral (presentation) methods to present your recommendations, research to construct your analyses, and must demonstrate the proper techniques of analysis.
- Submission Artifacts:
- Written Report
- Recorded Video Presentation
- Submission 1: Written Report
- The written report component of this project is a portfolio containing these elements:
- Mission and Vision Statements
- Porter & PESTEL Analysis
- VRIO Analysis of Strengths
Business Structure Reflection
Financial Analysis
These elements can be created from the drafts you created in the previous modules, can be revised versions of those previous drafts (recommended), or can be new analyses of a different organization using the same methods. In either case, combine them into a single Word document with bold headings using the 12 categories from the preceding list.
File Logistics:
Each analysis should be no more than 500 words each.
Aggregate all cited references into a single list at the end of the document. Use APA 7 standards.
- Submission 2: Recorded Video Presentation
- In this activity, you will create a summary of your recommendations as if you were presenting to manager at the company you investigated as a real client. In your presentation, you should include these elements in this order:
- Title Slide – include a descriptive title, the course name, your name, and the date
- Agenda Slide – in a few bullets, outline the format of the presentation to give the audience a preview of what you will say
- Introduction Slide – state the purpose of the presentation in a way that describes what you did and what your key learning takeaway was as a preview of the complete endeavor. Think of this element as a thesis statement for your presentation.
- Series of at least three Analysis Slides, each with an analysis and a corresponding strategy recommendation. You may need more than one slide for each analysis. This section should match your written report.
- Choose two of:
BCG Analysis
SWOT Analysis
SPACE Analysis
IE Analysis
Grand Strategy Analysis
Choose one of:
Business Structure Reflection
Financial Analysis
Balanced Scorecard Analysis
- Prioritization Recap Slide – List your three strategy recommendations from the previous slides in a single slide in order of priority, as you perceive it. That is, your top recommendation that is most likely to have the greatest chance of success at first and the lowest chance of success less.
- Ethics Analysis Slide – Next, give a brief reflection on the ethical challenges that motivate pursuing the strategies you recommend or could arise during their implementation or because of them. Suggest a workaround to overcome the challenges you foresee.
Conclusion – Describe your key takeaways from completing this analysis project in a way that brings the conversation to a formal close.
Final Assessment Outline
Competency Name: Financial Management
Competency Statement: Develop an understanding of the role of financial management in business.
Final Assessment Title: Final Assessment
Program Learning Outcomes: PLOs Assessed in this course include:
BUS BA 3) Our graduates will be able to demonstrate appropriate analytical and quantitative skills by examining a wide range of business models.
ACC BA 4) Our graduates will be able to use clear and concise communication to convey relevant financial and non-financial information so that decision
makers can formulate informed decisions.
Competency Learning Outcomes (CLOs)
1. Analyze financial statements and their functions.
2. Assess financial instruments.
3. Evaluate components of corporate governance
4. Explain and calculate the time value of money.
5. Describe and calculate bond valuations.
6. Describe and calculate stock valuations.
7. Identify financial sources and uses, the instruments, and their markets.
Purpose of the Assessment
The purpose of the final assessment is to evaluate your knowledge in this course, Financial Management. Demonstration of your
knowledge of each of the course learning objectives (CLO’s) must meet a proficient or exemplary level as seen in the course final
assessment rubric.
Submission Artifacts:
The final assessment requires a PowerPoint with voiceover submission (approximately 12 to 15 minutes) answering the final assessment
case study explaining the process taken with supporting calculations when developing
The new launch Development Plan will:
1) Identify when to use appropriate equations to solve business problems
2) Calculate trade and cash discounts
3) Determine Markups and Markdowns
4) Identify and calculate different payroll elements
5) Calculate payroll, taxes and deductions.
Submission:
Calculating NPV and IRR
Businesses use NPV and IRR to determine whether a project will add-value for shareholders. After watching the CFA Level I
Corporate Finance video, answer the following questions.
1. According to the video, how should a company use NPV and IRR to decide whether a project should be undertaken?
2. In the video, Trim Corp. is considering a project that is expected to have cash inflows of $350, $250, and $150 in years 1,
2, and 3, respectively. What will happen to the NPV of the project if the company expected the same cash flows, but in
reverse order? In other words, what do you think would happen to the NPV of the $150 were the cash inflow in year 1,
$250 were the cash inflow for year 2, and $350 were the cash inflow for year 3? Using the same discount rate as in the
video, 25%, calculate the NPV for the project with both of these cash outflows. Discuss how and why they are different
and the importance of knowing this information.
NEXT
The Tokyo Olympics
After watching How the Tokyo Olympics Became the Most Expensive Summer Game Ever video answer the following questions.
3. As you saw in the video, the capital investment a city must undertake to host the Olympic Games is massive. Given the
costs discussed in the video, create an Excel spreadsheet to estimate the NPV and IRR of hosting the Olympic Games for
the city. Include this information in your voiceover PowerPoint. Explain how certain assumptions need to be made in
order to develop a projected forecast and why this is important.
4. Next, how would the IRR and NPV change as a result of the COVID-19 pandemic? Create a NPV profile for Tokyo’s Olympic
Games given the changes that were caused by the pandemic. Be certain to research both (3&4) with supporting
documentation to back up your hypothesis.
It is important to realize that some students have expressed challenges with grasping the second section of the final assignment,
which entails developing a model for assessing the Tokyo Olympics. Unlike previous milestones in the course that focused on
specific tasks such as understanding bonds or stocks, this assessment requires a broader understanding of modeling, hypothesis
development, making assumptions, and conducting relevant research.
To simplify, this assignment serves as a comprehensive evaluation of the course’s teachings. Instead of focusing solely on
discrete activities, students must demonstrate their ability to construct a coherent model for forecasting the Tokyo Olympics.
This involves formulating a hypothesis, establishing assumptions, and sourcing data to support their analysis.
For instance, determining the cost of capital for the Tokyo Olympics involves various considerations. In the context of the United
States, this might entail identifying prevailing interest rates as assessed by the Federal Reserve. However, this is just one facet of
the multifaceted problem that you must address.
Drawing from the course material, you are advised to review each milestone and discern its relevance to the task at hand. From
there, you should construct a logical hypothesis supported by appropriate assumptions. As you gather the information, you must
consider its implications for cash flow analysis. Once the cash flow is delineated, proceed to calculate its Net Present Value (NPV)
and Internal Rate of Return (IRR) to derive results.
Furthermore, you are encouraged to consider scenarios such as the impact of Covid-19 on the Olympics and incorporate this into
your analysis using similar methodologies.
It’s important to note that while there are no universally “correct” answers to this problem, there are certainly incorrect approaches. Best of
luck!
Check Before Submission:
Before submitting, double-check, have you have met the criteria noted below. Did you….
✓
✓
✓
✓
✓
✓
Identify correct calculations and formulas for the NPV & IRR
Include the logical answers for each question.
Utilize the financial formulas application in your Excel spreadsheet.
Implement course materials and research materials to support your formulas.
Check for accuracy in composition, APA format, and meeting the guidelines as delineated step 2.
Make certain you are well practiced and articulate materials in a professional manner, (limit ums, like’s and other communication
flaws).
Additional Resource
Below are additional resources to aid you in the development of your product or service plan.
➢ Using APA when referencing: https://www.youtube.com/watch?v=f7vhZVlIND8
➢ Using Excel to calculate NPV and IRR: https://www.youtube.com/watch?v=lWY3abc4hz0
___________________________________________________________________________________________________
Submit your Work
● Your completed final assessment documents should be submitted through the Final Assessment link of your competency.
● Please note, that you can upload multiple files to the Final Assignment link.
● Make sure the files are converted to a doc, docx, ppt, pptx file. (you can share Google Doc and MS OneDrive documents from
the “Choose Existing Activities” button)
● To upload a file, click “Upload File” and choose the file(s) from your desktop:
More tutorial resources can be found at the UMPI Student eLearning Hub
Final Assessment Rubric
Criterion
Exemplary- 4
Proficient- 3
Emerging- 2
Developing- 1
Evaluates problem
correctly and uses
appropriate equation to
solve problem
Addresses all of the
elements of the
problem and addresses
all key points
Determines some of the
elements of the
problem and addresses
some key points
Minimally determines
the elements of the
problem and misses key
points.
No answer given or
response is not aligned
to problem
Interprets and
calculates the equation
correctly
Accurately answers the
problem correctly with
no mistakes
Provides meaning to the
data, yet answers the
problem with some
errors
Shows an understanding
and ability to present
the solution within the
PowerPoint
Inaccurately provides
little to meaning to the
data, answers problem
incorrectly
Partially accurate with
frequent errors and/or
omissions
No answer given or
response is not aligned
to problem
Recording and
explanation relatively
clear with somewhat
logical explanation and
few errors (3 or less).
Recording and
explanation incomplete,
unclear, and illogical
with several errors
(more than 3).
No answer given or
response is not aligned
to problem
Overall understanding
Shows a complete
& ability to solve the
understanding of the
material in presentation material and the ability
to present the solution
within the PowerPoint
Communication of
Recording and
material
explanation clear and
concise, logical
explanation and no
errors.
No answer given or
response is not aligned
to problem