OL 501 Milestone Two Guidelines and Rubric
Overview: For this milestone, submit the Analysis of Financial Situation for your chosen case study. Use the worksheet provided to complete the analysis of the
financial situation.
Specifically, the following critical elements from the final project must be addressed:
III. Financials – Examine the company’s financial statements to assess organizational health.
A. Explain what the balance sheet, income statement, and cash flow statement reveal about how the company is functioning.
B. Calculate financial ratios and interpret what those say about the organization’s financial health. Support with specifics.
C. Identify the potential problem areas in the company as reflected in the financials.
Rubric
Guidelines for Submission: This milestone must be submitted using the worksheet provided and must be written in APA format. Use double spacing, 12-point
Times New Roman font, and one-inch margins. All references must be cited in APA format.
Critical Elements Proficient (100%) Needs Improvement (75%) Not Evident (0%) Value
Financials: Statement Examines and correctly reports on
what the statements reveal about
how the company is functioning
Examines and reports on what the
statements reveal about how the
company is functioning, but the
report is not complete or contains
inaccuracies
Does not examine and report on what
the statements reveal about how the
company is functioning
30
Financials: Calculate
and Interpret
Correctly calculates the financial
ratios and interprets what those say
about the company’s financial health
Calculates the financial ratios, but the
calculation contains some numerical
and/or interpretation inaccuracies of
what those say about the company’s
financial health
Does not correctly calculate the
financial ratios and interpret what
those say about the company’s
financial health
30
Financials: Problem
Areas
Correctly identifies potential problem
areas in the company as reflected in
the financials
Identifies some potential problem
areas in the company as reflected in
the financials, but the identification is
not complete or contains inaccuracies
Does not identify the potential
problem areas in the company as
reflected in the financials
30
Articulation of
Response
Submission has no major errors
related to citations, grammar,
spelling, syntax, or organization
Submission has major errors related
to citations, grammar, spelling,
syntax, or organization that
negatively impact readability and
articulation of main ideas
Submission has critical errors related
to citations, grammar, spelling,
syntax, or organization that prevent
understanding of ideas
10
Total 100%
