Faculty of Business & Management
Assessment Brief 2021/22
A: Assessment Details | |
Module Title | Finance for Managers |
Module Code | BU7403 |
Module Leader | Dr. Ahmed Kholeif |
Component Number | 1 |
Assessment Type, Word Count & Weighting | A financial analysis report and personal reflection on financial skills 4000 words worth 100% of the overall module grade. This assignment assesses learning outcomes 1, 2, 3 and 4. |
Submission Deadline | 24 March 2022 before 12 noon |
Submission Instructions | All student summative assessments will be submitted electronically and these will be subject to originality checks through the Turnitin software |
Feedback Return Date | Within 4 weeks of the submission deadline |
B: Learning Outcomes |
Learning Outcomes Covered by this assessment.
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C: Assessment Task |
Assessment Task Part A Using the FAME or any other suitable database (eg. marketline), choose a UK publicly quoted company of your choice and write a business report of 3,000 words on the company from the stance of a potential investor in the company. The content of your report should include the following:
A commentary as to how well the company is performing within its industry sector and against its main competitors. Consider why there may be differences including the impact of business ethics relating to the chosen company.
Looking to the future, discuss what main risks and opportunities the company is facing and how they are addressing these. This section of your report could include both a financial and a non-financial analysis combining qualitative and quantitative information.
Requirement & Word Count: Write a business report, maximum number of words 3,000 to evaluate a public limited company (PLC) of your choice and covering all aspects mentioned in the Assessment Task. Your report should detail the areas that you would consider necessary to review and why, including limitations of the analysis. The report should finish with conclusions and recommendations for the investor. (3,000 words) Assessment Task Part B Self Reflection
Utilising your previous work experience critically assess how was performance management measured and the impact this had on financial decision making. Reflecting on the content covered within the module would you suggest that applying some of the theory discussed in the module could have improved financial decision making to ensure greater performance management?
Also based on your experience of the module how could you look to engage more in financial decision making and which skills do you need to work on to support your learning within this area. This section can be organised as an action plan, with skills to be acquired, timelines and specific actions to ensure you can continue to develop your financial skills as a manager in the future.
(1,000 words) Please note marks will be awarded for presentation. |
D: Specific Criteria/Guidance |
Use of excel and demonstration of excel skills (any relevant data friendly software such as SPSS etc) will be expected for the presentation of the financial elements. These should be embedded within the report as required. Use of Word and use of word style templates is advised.
The Self Reflection action plan could take the form of a personal development plan using SMART measures to plan progress over a 12 month period. |
E: Key Resources |
Arnold, G. Corporate Financial Management (2012) 5th edition chaps 14/15 Collier, P.M. Accounting for Managers 4th edition (2012) Wiley chaps 1/2/3/4/6/7 Grundy, T. Exploring Strategic Financial Management (1998) FT Prentice Hall Chap 2 and 4 Johnson, G & Scholes, K. Exploring Corporate Strategy 9th edition (2010) Mills, R & Robertson, J Fundamentals of managerial accounting and finance (1999) chap 11 Proctor, R (2006) Managerial Accounting for decision making FT Prentice Hall Chaps 3-4 Steer, T (2018) The Signs Were There: The clues for investors that a company is heading for a fall
B Zahoor (2016) Unpuzzling Finance: The Quick and Easy Way to Learn the Basics of Finance for Non-Finance Managers
Mason R, (2019) The Ultimate Finance Book: Master Profit Statements, Understand Bookkeeping & Accounting, Prepare Budgets & ForecastsJournal of Business Finance & Accounting / Journal of Finance / Journal of Accounting & Finance |
F: Submission Guidance |
Student work that does not have this information on will not be identifiable after marking has taken place and risks being recorded as a non-submission. |
G: Academic Integrity and Penalties |
It is your responsibility to ensure that you are familiar with all of the information contained in this brief as failure to do this may impact on your achievement. Please refer to the various Assessment Guidance below for detailed information on: |
H: Marking Criteria | ||||||||||||||||||||||||||||||||||||||||
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Distinction 90–100% Evidence of… | Distinction 80-89% Evidence of… | Distinction 70-79% Evidence of… | Merit 60-69% Evidence of… | Pass 50-59% Evidence of… | Fail 40-49% Evidence of… | Fail 30-39% Evidence of… | Fail 20-29% Evidence of… | Fail 10-19% Evidence of… | Fail 0-9% Evidence of… | |
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Knowledge Knowledge and understanding of the academic discipline, field of study, or area of professional practice. SCOPE: critical engagement with the primary and secondary sources used to answer the question. | Insightful and sophisticated engagement with research and/or practice pertaining to field(s) and disciplines of study; Sophisticated demonstration and application of knowledge, offering innovative and/or original insights, possibly unparalleled in their application; A sophisticated degree of synthesis, quite likely of complex and disparate material. | Advanced engagement with research and or practice pertaining to the field(s) and disciplines of study; Accomplished demonstration of knowledge, contributing towards innovative and/or original insights; Extremely high degree of synthesis of research material. | A high degree of engagement with research and/or practice pertaining to field(s) and disciplines of study; Excellent demonstration of knowledge, with the possibility for new insights; A high degree of synthesis relating to research material. | Sustained engagement with research and/or practice pertaining to disciplines of study; An assured understanding of current problems, supported by critical analysis with the potential for new insights; A sustained application and depth of research material and accuracy in detail. | Engagement with relevant knowledge pertaining to discipline and key issues; Satisfactory understanding and conceptual awareness enabling critical analysis; Response is appropriate and addresses the range of learning outcomes; where the knowledge is accurate. Work may lack sustained depth. | Unsatisfactory engagement with relevant knowledge pertaining to discipline and key issues; Insufficient understanding and conceptual awareness of knowledge(s) pertaining to the field; Response does not address the full range of learning outcomes, inaccurate and/or missing knowledge at times. | Inadequate coverage of relevant issues, inconsistent understanding shown; Inadequate understanding of underpinning issues, weak and underdeveloped analysis; Response does not address learning outcomes, inaccurate and missing knowledge. | Lack of relevant research and little understanding shown; Very weak understanding of key issues, work lacks critical oversight; Substandard engagement with research material, misunderstanding evident. | Severely lacking in relevant research and underpinning knowledge; Slight understanding of key issues, little attempt at critical analysis; Slight engagement with research material, inaccurate knowledge and misunderstanding throughout. | Negligible understanding of key issues, which is likely to show no critical analysis or engagement with the learning brief; No engagement with research tasks. |
Sources Reading and use of appropriate sources. SCOPE: accurate and consistent acknowledgment and referencing of sources. | Extensive range and sophisticated use of appropriate sources; Unparalleled standard of research both in breadth and depth, which demonstrates a very high intellectual engagement and rigor. | Extensive range and use of appropriate sources; Extremely well referenced research both in breadth and depth, which demonstrates high intellectual engagement and rigor. | Substantial range and sophisticated use of sources; Well-referenced research both in breadth and depth, which demonstrates clear intellectual rigor. | An assured range of reading, with sustained reference to key and core texts. The work may include current research at the leading edge of the discipline; Very good referencing in breadth and/or depth, which shows a very good level of intellectual rigor; Sources acknowledged appropriately according to academic conventions of referencing. | A satisfactory range of core and basic texts, which references current research in the discipline; Sources acknowledged appropriately according to academic conventions of referencing. The work may contain minor errors and be limited in breadth, depth and intellectual rigor. | Insufficient range of source reading of core and basic texts; Sources not acknowledged in line with academic conventions of referencing. | Reading material is inadequate and may not include core and basic texts; Sources inaccurately referenced. | Very weak engagement with source reading of core and basic texts; Inconsistent and/or limited referencing of sources. | Severely lacking source reading; Sources either not present and/or not referenced. | Negligible attempt to identify source material; No indication of source reading. |
Methodology SCOPE: critical engagement with methodologies underpinning original research or current developments in the discipline. | Insightful and sophisticated interpretation, application and evaluation of the possibilities and limitations of the methodologies used by the student and key scholars/ practitioners pertaining to the field(s) of study; Methods used offer new insights and contributions to knowledge. | Advanced interpretation, application and evaluation of the possibilities and limitations of the methodologies used by the student and key scholars/ practitioners pertaining to the field(s) of study; Methods used contribute towards new insights to knowledge. | Excellent interpretation, application and evaluation of the possibilities and limitations of the methodologies used by the student and key scholars/ practitioners pertaining to the field(s) of study; Methods used may offer new insights or contributions to knowledge. | A comprehensive understanding shown and a sustained application of established methodologies and methods applicable to the student’s own research; Research work planned in scale and scope so that robust and appropriate evidence can be gathered and articulated. | A satisfactory application of research techniques and enquiry that are used to create and interpret knowledge in the discipline; Research work planned systematically in scale and scope so that appropriate evidence can be gathered. | Unsatisfactory application of research techniques pertaining to the discipline; Unsatisfactory research undertaken, resulting in underdeveloped and poorly executed work. | An underdeveloped understanding of established methodologies and those used by the student; Research work is weak and executed inaccurately. | Very weak understanding of established methodologies and those used by student; Substandard research, methods mainly erroneous. | Research works show very little planning and understanding; Erroneous use of methods to explain the work. | Negligible understanding of established research methods and those used by the student; No research methods evident. |
Analysis Critical analysis and interpretation. SCOPE: appropriate analytical discussion and interpretation of source material. | A sophisticated command of imaginative, insightful, original or creative interpretations; An unparalleled level of analysis and evaluation; A sophisticated cogent argument offering new and original contributions to knowledge. | Advanced command of imaginative, insightful, original or creative interpretations; Accomplished level of analysis and evaluation; A highly developed cogent argument with the potential to bring new and original contributions to knowledge. | An excellent command of imaginative, original or creative interpretations; A high degree of analysis and evaluation; A sustained argument with the possibility for new insights to knowledge. | A convincing and sustained command of accepted critical positions; A developed conceptual understanding that enables the student to find new meanings in established hypotheses; A developed and sustained argument with the possibility for new insights to knowledge. | An ability to deal with complex issues both systematically and creatively; A satisfactory evaluation of current research and critical scholarship in the discipline; Ability to devise a coherent critical/ analytical argument is supported with evidence. | A lack of ability to deal with complex issues; Judgements not fully substantiated and understood; The ability to construct an argument is underdeveloped and not supported fully with evidence. | A lack of ability to deal with complex issues; Judgements are not substantiated or understood and the critical position is not made clear; Weak interpretation of research and work is not supported with evidence. | Very weak analysis, possibly limited to a single perspective; Substandard argument, work lacks scholarly analysis and interpretation; Episodes of self-contradiction and/or confusion. | Slight indication of ability to deal with key issues; Slight analytical engagement and reflection, work lacks criticality throughout; Lacks evidence, work shows self-contradiction and confusion. | Negligible coverage of learning outcomes; No attempt to interpret research material. |
Communication Communication skills: creative, written and presented. SCOPE: communication of intent, adherence to academic subject discipline protocols. | A sophisticated response, the academic form matches that expected in published and professional work; Mastery and command of specialist skills pertaining to the academic form; Idiomatic and highly coherent, scholarly expression. | Persuasive articulation, where the academic form largely matches that expected in published work; Accomplished command of specialist skills pertaining to the academic form, discipline and context(s); | A high degree of skill, the academic form shows exceptional standards of presentation or delivery; A high command of specialist skills pertaining to the academic form, discipline and context(s). | Secure and sustained expression, observing appropriate academic form; Fluent and persuasive expression of ideas, work shows flair; Assured interpretation of the style and genre, content, form and technique for specialist and non-specialist audiences as appropriate. | Good expression, observing appropriate academic form; Predominantly accurate in spelling and grammar, ideas communicated appropriately and satisfactorily; Satisfactory application of specialist skills with effective technical control. | Unsatisfactory demonstration and application of key communication skills; Recurring errors in spelling and grammar, ideas limited and underdeveloped, possibly poor paraphrasing; Skills demonstrated are insufficient for the task and work may lack technical judgement. | Significant errors evident in the academic form; Weaknesses in spelling and grammar, lacks coherence and structure, possibly poor paraphrasing; Work lacks technical judgement. | Very weak observation of academic conventions; Severe deficiencies in spelling and grammar and expression undermines meaning, possibly poor paraphrasing; Substandard relationship between content, form and technique. | Slight observation of academic conventions; Weak expression, mostly incoherent and fails to secure meaning, poor paraphrasing; Slight engagement with the work. | Negligible observation of academic conventions; Incoherent and confused expression, poor paraphrasing; No discernible demonstration of key skills (pertaining to the discipline); No engagement with the work. |
Reflection Critical reflection and/or personal and professional application. SCOPE: Intellectual engagement with the processes by which the work is realised. | Insightful response to critical self-evaluation, reflecting exemplary professional and/or personal standards of engagement and conduct throughout; Sophisticated application of new insights (or highly advanced application of established ways of working pertaining to the discipline). | Advanced level of critical self-evaluation, reflecting professional and/or personal standards of engagement and conduct throughout; Accomplished application of new insights (or advanced application of established ways of working pertaining to the discipline). | A high degree of critical self-evaluation, reflecting professional and/ or personal standards of engagement and conduct; Excellent application of new insights (or a highly skilled application of established ways of working pertaining to the discipline). | An assured level of self-evaluation, reflecting sustained professional and/or personal standards of engagement and conduct; Assured application of new or established ways of working; Work evidences thorough independent planning and execution of key tasks. | A satisfactory self evaluation, reflecting appropriate standards of professional and/or personal engagement and conduct; Satisfactory engagement with established ways of working pertaining to the discipline; Independent planning and execution. | Unsatisfactory self-evaluation of professional and/or personal engagement and conduct; Unsatisfactory engagement with established ways of working pertaining to the discipline; Insufficient planning, work not executed in full. | Weak self-evaluation of professional and/or personal engagement and conduct; Weak engagement with established ways of working pertaining to the discipline; Inadequate planning. | Very weak self-evaluation of professional and/or personal engagement and conduct; Substandard engagement with established ways of working; Inappropriate execution of work. | Slight evidence of self-evaluation of professional and/or personal engagement and conduct; Inappropriate execution of key tasks and work may be a cause for concern. | Negligible evidence of self-evaluation of professional and/or personal engagement and conduct; No engagement with established ways of working; In professional or equivalent contexts the work will be cause for concern. |