Page 1 Kaplan Business School Assessment Outline
Assessment 2 Information

Your Task
Students will select an ASX listed company and prepare a 2000-word report regarding its
financial and non-financial management (30 marks).
Students will present the report in a 5-minute video (5 marks).
Assessment Description
• Students will write a financial management report and record a video presentation on a
selected company, based on concepts learned in Weeks 1-8.
• Students will provide a clear recommendation to a nominated stakeholder of the selected
company.
• Students will interpret financial, non-financial and sustainability metrics and consider ethics
issues related to the selected company.
• The assessment addresses Learning Outcomes 1 to 3.
Assessment Instructions
• Students will select an ASX listed company that has currently published financial statements
which meet accepted standards of financial reporting.
• The report is limited to 2000 words (+- 200 words), excluding the title page, bibliography and
appendices.
• The report is to be formally written as per Resource A below.
• The report is to be submitted via Turnitin.
• The video is to be of 5 minutes duration, in accordance with Resource B below.
• The video is to submitted via a separate dedicated link. The MyKBS Assessment page
provides a Guide and FAQs in relation to video assignments.
Page 2 Kaplan Business School Assessment Outline
Resource A – Financial Management Report and Content
Executive Summary
• The executive summary provides an outline of: the company background, the stakeholder the
report is aimed at and the purpose of the report. It also includes a brief statement of the
recommendation(s).
• The executive summary should be approximately 10% of the total word count.
Key Performance Indicators
• Present and concisely discuss key financial results and trends.
• Calculate and present relevant financial ratios.
• Present and concisely discuss non-financial and sustainability indicators.
• Consider using an appendix for detailed data tables or calculations.
Interpretation and Insights
• Explain the causes of the changes in the company’s financial performance.
• Interpret your financial ratios.
• Analyse the non-financial indicators and the company’s sustainability and/or ethical
performance.
• Consider the company’s strengths, weaknesses and opportunities. Alternatively, consider the
company’s business strategy, competitors and outlook.
• Reach insights on which to base your recommendation(s).
Conclusion and Recommendation
• Present the significant outcomes from your analysis.
• Clearly state an actionable recommendation(s) for your stakeholder. For example, if the
report is written for a potential shareholder, recommend a decision to invest or not invest in
the company. Alternatively, if the report is written for an internal manager, make a specific
recommendation in order to improve the financial performance of the company.
• Justify your recommendation(s).
• The Conclusion and Recommendation should be approximately 20% of total word count.
Bibliography and In-text Citations
• The Academic Integrity and Conduct Policy requires the appropriate use of in-text citations
and a bibliography. You must correctly cite all references (information sources) and comply
with the expectations for academic writing.
• The bibliography and citations are excluded from total word count.
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Resource B – Financial Management Video Presentation
• Please refer and adhere to the separate Students Video Assignments Guide and Video
FAQs for the correct way to record and submit the video.
• Your video should be a summary of your report. As such, the key areas to focus on should
be:
➢ providing background information on your chosen company,
➢ outlining the recommendation to your stakeholder, and
➢ providing the rationale for that recommendation, based on your research.
• The video is expected to be of 5 minutes duration.
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IMPORTANT STUDY INFORMATION
Academic Integrity Policy
KBS values academic integrity. All students must understand the meaning and consequences
of cheating, plagiarism and other academic offences under the Academic Integrity and Conduct
Policy.
What is academic integrity and misconduct?
What are the penalties for academic misconduct?
What are the late penalties?
How can I appeal my grade?
Click here for answers to these questions:
http://www.kbs.edu.au/current-students/student-policies/.
Word Limits for Written Assessments
Submissions that exceed the word limit by more than 10% will cease to be marked from the point
at which that limit is exceeded.
Study Assistance
Students may seek study assistance from their local Academic Learning Advisor or refer to the
resources on the MyKBS Academic Success Centre page. Click here for this information.
Page 5 Kaplan Business School Assessment Outline
Marking Rubric