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Week Three – Online Excel Data Reporting: Assignment 3 Data Analysis (Feasibility Study Data Reporting) The objectives of this assignment are to help you: 1. Analyze and interpret financial data 2. Chart data in Excel using the MCCD Model 3. Create a persuasive argument to influence the audience Assignment Requirements: 4. Your assignment must include the following: o Excel Data Analysis: Historic performance (calculate percent change) Calculated projections Four or more charts o Presentation: Persuasive paper OR podcast Part 1 – Identify and submit publicly traded company choice, proposal idea and financial statements. Due by Wednesday of Week 3 on the Assignment 3 Part 1 discussion board Use LexisNexis in the library research tools to choose a public company of your choice that you will develop a new strategy for. Submit your choice of a public company, proposal idea as well as the reference for the raw financial data from the LexisNexis database to the Assignment 3 Part 1 discussion board. Your proposal idea should be a new strategy for the company to improve overall financial performance. This may include proposing a new product, halting production of an existing product, improving distribution, targeting new markets, etc. While this information will be posted on a discussion board, only one post is required. If you would like to provide feedback to a fellow classmate, you are more than welcome to, but it is not a requirement. If you have any difficulties choosing a company, developing a strategy or finding financial statements, be sure to attend our live GoToTraining session or contact your instructor. Part 2 – Excel Data Analysis Excel Data Analysis Requirements: 5. Your analysis must include all of the following: o Historic performance (calculate percent change) o Calculated projections o Four or more charts Examples of company figures to calculate percent change and projections may include (but are not limited to): 6. Revenue 7. COGS (Might be Cost of Sales if no product) 8. Gross Profit 9. Operating Expenses 10. Net Profit Remember: Use the data to tell your story: Whichever information will support and defend your proposal is what should be presented. At least one chart should display your projections but feel free to encompass other impacts of your proposal such as: 11. Demographic Data (current or potential customers, new markets, etc.) 12. Competitive Analysis (market share, competitor’s financial performance, etc.) 13. Market Trends (product usage or popularity, prices, etc.) Using this calculated data, create Excel charts to display the need for your proposed strategy. Design the charts according to the lessons learned from Say It With Charts. Part 3 – Delivery Due by Sunday of Week Four In addition to the Excel document being submitted, select one of the following two options to deliver your pitch: 14. Write a paper. Must be two-to-three pages and follow APA format. Be sure to write in a professional business style and be persuasive. Sell your idea to the company on why they should change or add this product/service. Use the Excel data/charts to support the paper. Cite sources for all of your research. a. Deliverables: i. Word file ii. Excel file 15. Create a podcast. Create a narrated presentation selling your idea to the company. An Excel file with all of your calculations and original charts will Week Three – Online accompany and support the audio presentation. Cite sources for all of your research. Make sure the script you read from follows the Academic Integrity standards. a. Deliverables: i. Excel file ii. Podcast File If you have any questions or concerns, be sure to attend our live Week Four GoToTraining session or contact your instructor. Plan for the worksheets to be printed and review the bundled worksheet design guidelines as well as the Assignment Three checklist. Academic Integrity Please review the Academic Integrity section of the course Syllabus and ensure that your assignment does not plagiarize or violate any academic integrity principles of Full Sail University before submitting it. Violation of this policy can have severe consequences. Students are required to use their own language when writing papers or submitting other media assignments. The purpose of assignments is for each student to demonstrate his or her own analysis, ideas, and synthesized information – not to just copy and paste what has been published on a particular topic. While research is encouraged for some assignments, research entails reading and synthesizing information with one’s own ideas, and citing sources used during research, to give credit to those whose ideas or language are utilized. Quoted materials should be clearly identified and woven into a longer paper that consists primarily of the student’s ideas. Quotations must be punctuated as quotations per APA format, must be cited, and must not represent the majority of the assignment. Plagiarism is using another author’s ideas, words, or language without putting those words in quotation marks and citing the reference, giving proper credit to the author. Plagiarism also includes changing the words from a third party source while maintaining the same sentence structure and not providing proper citation and reference. It is not permissible to copy a passage and then just change a few words. These actions are considered plagiarism, regardless of whether or not the intention was to plagiarize. To avoid plagiarism, students should adhere to the following guidelines: a. If you are using words that were written or spoken by someone else, you must put quotation marks around the words and insert the citation in parentheses at the end of the quote. Any quote over 40 words must be in indented block paragraph style, per APA guidelines. b. Even brief phrases of four words or more must be included in quotation marks if those words are not your own and were taken from another source. c. If the information or ideas you are using come from another source—even if it is paraphrased and contains your own words—you must cite the source at the end of the passage (in parentheses) and in the “References” section at the end of the paper. Please refer to the APA style guide for examples on how to cite various types of references (www.apastyle.org). d. No more than 10% of your paper should be directly quoted material, unless the course director indicates otherwise within the assignment instructions.
Fund Types
The transactions of the authority are accounted for
in the following governmental fund types:
_ General fund—To account for all revenues and
expenditures not required to be accounted for in
other funds.
_ Capital projects fund—To account for financial
resources designated to construct or acquire capital
facilities and improvements. Such resources
are derived principally from other municipal utility
districts to which the Williamsburg Regional
Sewage Treatment Authority provides certain
services.
Williamsburg Regional Sewage
Treatment Authority
Bal sheet
October 31, 2012
Cash $ 751 $ 5,021
Time deposits 16,398
Due on insurance claim 9,499
Due from general fund 9,000
Due from participants 66,475 4,414
Total assets $76,725 $34,833
Liabilities and fund balance:
Accounts payable $17,725
Due to capital projects fund 9,000
26,725
Fund balance 50,000 34,833
Total liabilities and fund balance $76,725 $34,833
Fund Types
The transactions of the authority are accounted for
in the following governmental fund types:
_ General fund—To account for all revenues and
expenditures not required to be accounted for in
other funds.
_ Capital projects fund—To account for financial
resources designated to construct or acquire capital
facilities and improvements. Such resources
are derived principally from other municipal utility
districts to which the Williamsburg Regional
Sewage Treatment Authority provides certain
services.
Here is what needs to be done.
1. Recast the balance sheets of the two funds into
a single consolidated balance sheet. Show separately,
however, the restricted and the unrestricted
portions of the consolidated fund
balance account (not each individual asset and
liability). Be sure to eliminate interfund payables
and receivables.
2. Which presentation (the unconsolidated or the
consolidated) providesmore complete information?
Explain. Which presentation might be
seen as misleading? Why? What advantages,
if any, do you see to the presentation that is less
complete and more misleading?
Week
Three
–
Online
Excel Data Reporting: Assignment 3 Data Analysis (Feasibility Study Data
Reporting)
The objectives of this assignment are to help you:
1. Analyze and interpret financial data
2. Chart data in Excel using the MCCD Model
3. Create a persuasive argument to influence the audience
Assignment Requirements:
4. Your assignment must include the following:
o Excel Data Analysis:
Historic performance (calculate percent change)
Calculated projections
Four or more charts
o Presentation:
Persuasive paper OR podcast
Part 1 – Identify and submit publicly traded company choice, proposal idea
and financial statements.
Due by Wednesday of Week 3 on the Assignment 3 Part 1 discussion board
Use LexisNexis in the library research tools to choose a public company of
your choice that you will develop a new strategy for. Submit your choice
of a public company, proposal idea as well as the reference for the raw
financial data from the LexisNexis database to the Assignment 3 Part 1
discussion board.
Your proposal idea should be a new strategy for the company to improve
overall financial performance. This may include proposing a new product,
halting production of an existing product, improving distribution, targeting
new markets, etc.
While this information will be posted on a discussion board, only one post
is required. If you would like to provide feedback to a fellow classmate,
you are more than welcome to, but it is not a requirement.
If you have any difficulties choosing a company, developing a strategy or
finding financial statements, be sure to attend our live GoToTraining
session or contact your instructor.
Part 2 – Excel Data Analysis
Excel Data Analysis Requirements:
5. Your analysis must include all of the following:
o Historic performance (calculate percent change)
o Calculated projections
o Four or more charts
Examples of company figures to calculate percent change and projections may
include (but are not limited to):
6. Revenue
7. COGS (Might be Cost of Sales if no product)
8. Gross Profit
9. Operating Expenses
10. Net Profit
Remember: Use the data to tell your story: Whichever information will
support and defend your proposal is what should be presented. At least
one chart should display your projections but feel free to encompass other
impacts of your proposal such as:
11. Demographic Data (current or potential customers, new markets, etc.)
12. Competitive Analysis (market share, competitor’s financial performance, etc.)
13. Market Trends (product usage or popularity, prices, etc.)
Using this calculated data, create Excel charts to display the need for your
proposed strategy. Design the charts according to the lessons learned from Say
It With Charts.
Part 3 – Delivery
Due by Sunday of Week Four
In addition to the Excel document being submitted, select one of the following
two options to deliver your pitch:
14. Write a paper. Must be two-to-three pages and follow APA format. Be sure to
write in a professional business style and be persuasive. Sell your idea to the
company on why they should change or add this product/service. Use the Excel
data/charts to support the paper. Cite sources for all of your research.
a. Deliverables:
i. Word file
ii. Excel file
15. Create a podcast. Create a narrated presentation selling your idea to the
company. An Excel file with all of your calculations and original charts will
Week
Three
–
Online
accompany and support the audio presentation. Cite sources for all of your
research. Make sure the script you read from follows the Academic Integrity
standards.
a. Deliverables:
i. Excel file
ii. Podcast File
If you have any questions or concerns, be sure to attend our live Week Four
GoToTraining session or contact your instructor.
Plan for the worksheets to be printed and review the bundled worksheet design
guidelines as well as the Assignment Three checklist.
Academic Integrity
Please review the Academic Integrity section of the course Syllabus and ensure
that your assignment does not plagiarize or violate any academic integrity
principles of Full Sail University before submitting it. Violation of this policy can
have severe consequences.
Students are required to use their own language when writing papers or
submitting other media assignments. The purpose of assignments is for each
student to demonstrate his or her own analysis, ideas, and synthesized
information – not to just copy and paste what has been published on a particular
topic. While research is encouraged for some assignments, research entails
reading and synthesizing information with one’s own ideas, and citing sources
used during research, to give credit to those whose ideas or language are
utilized. Quoted materials should be clearly identified and woven into a longer
paper that consists primarily of the student’s ideas. Quotations must be
punctuated as quotations per APA format, must be cited, and must not represent
the majority of the assignment.
Plagiarism is using another author’s ideas, words, or language without putting
those words in quotation marks and citing the reference, giving proper credit to
the author. Plagiarism also includes changing the words from a third party source
while maintaining the same sentence structure and not providing proper citation
and reference. It is not permissible to copy a passage and then just change a few
words. These actions are considered plagiarism, regardless of whether or
not the intention was to plagiarize. To avoid plagiarism, students should
adhere to the following guidelines:
a. If you are using words that were written or spoken by someone else, you
must put quotation marks around the words and insert the citation in
parentheses at the end of the quote. Any quote over 40 words must be in
indented block paragraph style, per APA guidelines.
b. Even brief phrases of four words or more must be included in quotation
marks if those words are not your own and were taken from another
source.
c. If the information or ideas you are using come from another source—even
if it is paraphrased and contains your own words—you must cite the
source at the end of the passage (in parentheses) and in the “References”
section at the end of the paper. Please refer to the APA style guide for
examples on how to cite various types of references (www.apastyle.org).
d. No more than 10% of your paper should be directly quoted material,
unless the course director indicates otherwise within the assignment
instructions.
Excel Data Reporting: Assignment 3 Data Analysis (Feasibility Study Data
Reporting)
Assignment Checklist:
☐ Am I submitting my Excel workbook AND delivery of strategy (delivery can be
a paper or a podcast)?
☐ Did I place all of my files into a folder and then compress that folder to upload
to the FSO platform?
☐ Did I include messages in my chart titles to persuade my audience?
☐ Did I use projection formulas as well as percent change formulas to analyze
the company’s financials?
☐ Did I review the Worksheet Design Guidelines before submitting my Excel
workbook?
☐ Did I use the correct chart types for my data?
☐ Did I properly format my axes so my audience will know how the data is being
measured? (For example: dollar figures include dollar signs, percentages show
the percent symbol)
☐ Do the Excel Data file and delivery form I’m presenting tell a persuasive
story?
☐ Did I include citations and references for all of the sources I used for my
data?
