FinancialDataAnalysisandManagement MBA906
- Subject Code :
MBA906
MBA906FinancialDataAnalysisandManagementT125
AllinformationintheSubjectOutlineiscorrectatthetimeofapproval.KOIreservestherighttomakechangestothe Subject Outlineif theybecomenecessary. Anychanges requiretheapproval of theKOI Academic Boardandwill be formally advised to those students who may be affected by email and via Moodle.
InformationcontainedwithinthisSubjectOutlineappliestostudentsenrolledinthetrimesterasindicated
1GeneralInformation
1.1AdministrativeDetails
AssociatedHEAward(s) |
Duration |
Level |
SubjectCoordinator |
MBA |
1trimester |
Postgraduate |
Lu JiaoJiao.lu@koi.edu.au Level 2, 17 O`Connell St. Consultation:viaMoodleorby appointment |
- Core/Elective
Thisisacoresubjectfortheabovecourses.
1.3SubjectWeighting
Indicatedbelowistheweightingofthissubjectandthetotalcoursepoints.
SubjectCreditPoints |
TotalCourseCreditPoints |
4 |
MBA:48CreditPoints |
1.4StudentWorkload
Indicatedbelowistheexpectedstudentworkloadperweekforthissubject
No.TimetabledHours/Week* |
No.PersonalStudyHours/Week** |
TotalWorkloadHours/Week*** |
3hours/weekplussupplementary online material |
7hours/week |
10hours/week |
* Totaltimespentperweekatlecturesandtutorials
** Totaltimestudentsareexpectedtospendperweekinstudying,completingassignments,etc.
*** Combinationoftimetablehoursandpersonalstudy.
1.5ModeofDelivery
Face-to-face on site unless otherwise notified (please check Moodle). Note since T322, KOI is in transitionandmostclasseswillbereturningtoface-to-facedelivery.However,therearearangeofissues remaining because of COVID-19. For example, some students may have trouble travelling to Australia.
Becauseofthissomeclassesmaystillbeonline.Thisaffectswhetherthefinalexamforasubjectwillbe open-book or closed-book. After enrolment KOI will be able to make adeterminationandnotification will be provided on Moodle before Week 7.
1.6Pre-requisitesNil
- General StudyandResourceRequirements
- Students are expected to attend classes with the weekly worksheets and subject support material provided inStudents should read this material before coming to class to improve their ability to participate in the weekly activities.
- Students will require access to the internet and their KOI email and should have basic skills in word processing software such as MS Word, spreadsheet software such as MS Excel and visual presentation software such as MS PowerPoint.
- Computers and WIFI facilities are extensively available for student use throughoutStudents are encouraged to make use of the campus Library for reference materials.
Resourcerequirementsspecifictothissubject:Specificresourceswillbeidentifiedindiscussionswith your lecturer. Prescribed readings and research examples will be posted to Moodle for additional guidance and recommended readings listed at section 2.9 will provide useful background reading.
1.8AcademicAdvising
Academicadvisingisavailabletostudentsthroughout teachingperiodsincludingtheexam weeks.As well as requesting help during scheduled class times, students have the following options:
- Consultationtimes:AlistofconsultationhoursisprovidedonthehomepageofMoodlewhere appointments can be booked.
- Subjectcoordinator:SubjectcoordinatorsareavailableforcontactviaTheemailaddressofthe subject coordinator is provided at the top of this subject outline.
- Academicstaff:LecturersandTutorsprovidetheircontactdetailsinMoodle forthespecificIn most cases, this will be via email. Some subjects may also provide a discussion forum where questions can be raised.
- HeadofProgram:TheHeadofProgram isavailabletoallstudentsintheprogramiftheyneedadvice about their studies and KOI procedures.
- VicePresident(Academic):TheVicePresident(Academic)willassiststudentstoresolvecomplex issues (but may refer students to the relevant lecturers for detailed academic advice).
2AcademicDetails
2.1OverviewoftheSubject
MBA906, Financial Data Analysis and Management, focuses on developing ethical accounting and financial management skills, for evidence-based decision making appropriate to managing technology centric enterprises in the 21st century. The principles discussed within this subject are consistent with accounting and financial standards and enable a robust foundation for leading technology centric enterprises.Withinthissubject,theprincipleswillbeappliedtoenterprisedecision-makingusingindustry sponsored contemporary case studies.This subject forms the corner stone of later subjects in the MBA program including MBA907, Designing and Leading Technology Centric Enterprises, MBA909, Data Analytics, MBA910, Data Driven Strategic Decision Making and MBA 912, Management Report.
2.2GraduateAttributesforPostgraduateCourses
GraduatesofPostgraduatecoursesfromKingsOwnInstitutewillachievethegraduateattributesexpected fromsuccessfulcompletionofaMastersdegreeundertheAustralianQualificationsFramework(2ndedition, January 2013). Graduates at this level will be able to apply an advanced body of knowledge from their major area of study in a range of contexts for professional practice or scholarship and as a pathway for further learning.
KingsOwnInstitutesgenericgraduateattributesforamastersleveldegreearesummarisedbelow:
KOI Master Degree GraduateAttributes |
DetailedDescription |
|
Knowledge |
Current,comprehensiveandcoherentknowledge,including recent developments and applied research methods |
|
CriticalThinking |
Criticalthinkingskillstoidentifyandanalysecurrenttheoriesand developments and emerging trends in professional practice |
|
Communication |
Communication and technical skills to analyse and theorise, contributetoprofessionalpracticeorscholarship,andpresent ideas to a variety of audiences |
|
ResearchandInformation Literacy |
Cognitiveandtechnicalskillstoaccessandevaluateinformation resources,justifyresearchapproachesandinterprettheoretical propositions |
|
CreativeProblem-Solving Skills |
Cognitive,technicalandcreativeskillstoinvestigate,analyseand synthesise complex information, concepts and theories, solve complex problems and apply established theories to situations in professionalpractice |
|
EthicalandCultural Sensitivity |
Appreciationandaccountabilityforethicalprinciples,cultural sensitivity and social responsibility, both personally and professionally |
|
LeadershipandStrategy |
Initiative, leadership skills and ability to work professionally and collaborativelytoachieveteamobjectivesacrossarangeofteam roles Expertiseinstrategicthinking,developingandimplementing business plans and decision making under uncertainty |
|
ProfessionalSkills |
Highlevelpersonalautonomy,judgement,decision-makingand accountability required to begin professional practice |
2.3SubjectLearningOutcomes
Listedbelow,arekeyknowledgeandskillsstudentsareexpectedtoattainbysuccessfullycompletingthis subject:
SubjectLearningOutcomes |
ContributiontoGraduateAttributes |
a)Appraise the structure of financial information and the manner in which it is derived |
|
b)Appraise management accounting principles and create skills to readandinterpretfinancialinformationfromexternalandinternal sources |
|
c)Evaluaterelevantfinancialinformationasanaidtostrategic decision-making |
|
d)Appraiseorganisationalfinancialperformanceusingarangeof financial and non-financial data |
|
e)Constructfinancialstatements |
2.4SubjectContentandStructure
Belowaredetailsofthesubjectcontentandhowitisstructured,includingspecifictopicscoveredin lectures and tutorials. Reading refers to the text unless otherwise indicated.
WeeklyPlanner:
Week(beginning) |
TopicCoveredinEach Weeks Lecture |
Reading(s) |
Expectedworkas listed in Moodle |
1 03Mar |
IntroductiontoAccounting: Conceptual Framework |
Chs.1&10 Hoggettetal.(2021)
Ch.1 Rankinetal.(2023) |
|
2 10Mar |
IntroductiontoAccounting: Regulatory bodies and regime in Australia. |
Ch.1 Rossetal.(2021)
Chs.6&13 Rankinetal.(2023) |
|
3 17Mar |
Accounting Cycle 1: Transactionanalysis,journal entry, ledger posting, trial balance and creation of financialstatements. |
Chs.3&4 Hoggettetal.(2021) |
|
4 24Mar |
AccountingCycle1 continued. |
Chs.2&5 Hoggettetal.(2021) |
A1 Individual report on Conceptual Framework and Accountingregulatorybodies andregimeduringworkshop. |
5 31Mar |
Exploring Financial Statements: Income statement).Balancesheet, Statement of Changes in Equity. |
Ch.17 Hoggettetal.(2021) |
|
6 7Apr |
Exploring Financial Statements:Cashflow statement. |
Ch.18 Hoggettetal.(2021) |
A2Individualreportdue Sunday Week 6. |
7 14Apr |
AnalysisandInterpretation of Financial Statements using ratio analysis. |
Ch.19 Hoggettetal.(2021)
Ch.3 Rossetal.(2021) |
|
8 22Apr(Tue) |
IntroductiontoManagement Accounting: Cost-volume- profit relationships for decision making |
Chs.21&22 Hoggettetal.(2021) |
|
9 28April |
IntroductiontoManagement Accounting: Budgeting as a tool for strategic planning and decision making |
Ch.23 Hoggettetal.(2021)
Ch.9 Rossetal.(2021) |
A3Individualreportdue Sunday Week 9. |
10 5May |
IntroductiontoFinancial Management:Business Structures. |
Ch.1 Rossetal.(2021) |
|
11 12May |
IntroductiontoFinancial Management: Financial planning. |
Ch.4 Rossetal.(2021) |
A4 PowerPoint presentation and Excel worksheetdueSundayWeek 11. |
12 19May |
Contemporary Issues: Measurement approaches and decision criteria, quality offinancialandnon-financial data, current measurement challenges |
Ch.3 Rankinetal.(2023) |
A4Grouporalpresentation during workshop. (Individual marks for oral presentation). |
|
13 26May |
StudyreviewweekandFinalExamWeek |
|||
14 02Jun |
Examinations Continuingstudents-enrolmentsforT225 open |
Pleaseseeexamtimetableforexamdate,time and location |
||
15 09Jun |
StudentVacationbegins Newstudents-enrolmentsforT225open |
|||
16 16Jun |
ResultsReleased ReviewofGradeDayforT125seeSections2.6and3.2belowforrelevant information. CertificationofGrades NOTE:Moreinformationaboutthedateswillbeprovidedatalaterdatethrough Moodle/KOI email. |
|||
T22530June2025 |
||||
1 30Jun |
Week1 ofclassesfor T225 |
2.5PublicHolidayAmendments
Pleasenote:KOIisclosedonallscheduledNSW PublicHolidays.
T125hasFour(4)publicholidaysthatoccurduringthistrimester.Classesscheduledforthesepublic holidays (Calendar Class Dates) will be rescheduled as per the table below.
ThisappliestoALLsubjectstaughtinT125.
Pleaseseethetablebelowandadjustyourclasstimingasrequired.Pleasemakesureyouhave arrangements in place to attend the rescheduled classes if applicable to your T125 enrolment.
Classes will be conducted at the same time and in the same location asyour normally scheduled classexcept these classes will be held on the date shown below.
CalendarClassDate |
RescheduledClassDate |
Friday18April2025 Saturday19April2025 Monday21April2025 Friday25April2025 |
Monday26May2025 Tuesday27May2025 Wednesday28May2025 |
2.6ReviewofGrade,DeferredExams&SupplementaryExams/Assessments
ReviewofGrade:
Theremaybeinstanceswhen youbelievethatyourfinalgradeinasubjectdoesnotaccuratelyreflect your performanceagainstthemarkingcriteria.Section8ofthe AssessmentandAssessmentAppeals Policy (www.koi.edu.au) describes the grounds on which you may apply for a Review of Grade.
If you have a concern about your marks and you are unable to resolve it with the Academic staff concerned, then you can apply for a formal Review of Grade as explained in section 3.2(e) Appeals Processbelow.Pleasenotethetimelimitsforrequestingareview.Pleaseensure youreadtheReviewof Grade information before submitting an application.
ReviewofGradeDay:
Finalexamscriptswillnotnormallybereturnedtostudents.Studentscanobtainfeedbackontheir exam performance and their results for the whole subject at the Review of Grade Day. KOI will holdtheReviewofGradeDayforallsubjectsstudiedinT125.TheROGdaywillbeinWeek16,the date will be announced at a later date and the students will be notified throughMoodle/KOI email.
Onlyfinalexamsandwholesubjectresultswillbediscussedasallotherassessmentsshouldhave been reviewed during the trimester. Further information about Review of Grade Day will be available through Moodle.
If you fail one or more subjects and you wish to consider applying for a Review of Grade you areSTRONGLYADVISED toattend the Review of Grade Day. You will have the chance to discuss yourfinalexam andsubjectresultwith yourlecturer,andwillbeadvisedif youhavevalidreasons for applying for a Review of Grade (see Section 3.2 below and theAssessment and Assessment Appeals Policy).
Aformalrequestfor areviewof grade maynot be considered unless youfirstcontactthe subject coordinator to discuss the result.
DeferredExams:
If you wish to apply for a deferred exam because you are unable to attend the scheduled exam, you should submit the Assignment Extension / Exam Deferment Form available by contactingacademic@koi.edu.auassoonaspossible,butnolaterthanthree(3)workingdaysoftheassessment due date.
Ifyoumissyourmid-trimesterorfinalexamthereisnoguaranteeyouwillbeofferedadeferredexam.
You must apply within the stated timeframe and satisfy the conditions for approval to be offered a deferred exam (see Section 8.1 of theAssessment and Assessment Appeals Policy and the Application forAssignmentExtensionorDeferredExamForms).Inassessing yourrequestforadeferredexam,KOI will take into account the information you provide, the severity of the event or circumstance, your performance on other items of assessment in the subject, class attendance and your historyof previous applications for special consideration.
Deferredmid-trimesterexamswillbeheldbeforetheendof week 9.Deferred finalexamswillbe heldon two days during week 1 or 2 in the next trimester. You will not normally be granted a deferred exam on the grounds that you mistook the time, date or place of an examination, or that you have made arrangements to be elsewhere at that time; for example, have booked plane tickets.
If youareofferedadeferredexam,butdonotattendyouwillbeawarded0marksfortheexam.Thismay mean it becomes difficult for you to pass the subject. If you applyfor a deferred exam within the required time frame and satisfythe conditions you will be advised by email (to your KOI student email address) of the time and date for the deferred exam. Please ensure that you are available to take the exam at this time.
Marksawardedforthedeferredexam willbethemarksawardedforthatitem ofassessmenttowards your final mark in the subject.
SupplementaryAssessments(ExamsandAssessments):
A supplementary assessment may be offered to students to provide a final opportunity to demonstrate successful achievement of the learning outcomes of a subject.Supplementary assessments are only offeredatthediscretionoftheBoardofExaminers.Inconsideringwhetherornottoofferasupplementary assessment,KOIwilltakeintoaccountyourperformanceonallthemajorassessmentitemsinthesubject, your attendance, participation and your history of any previous special considerations.
If you are offered a supplementary assessment, you will be advised by email to yourKOI student email addressofthetimeandduedateforthesupplementaryassessment supplementaryexamswillnormally be held at the same time as deferred final exams during week 1 or week 2 of the next trimester.
You mustpassthesupplementaryassessmenttopassthesubject. Themaximum grade you can achieve in a subject based on a supplementary assessment is a PASS grade.
Ifyou:
- are offered a supplementary assessment, but fail it;
- are offered a supplementary exam, but do not attend; or
- are offered a supplementary assessment but do not submit by the due date; you will receive a FAIL grade for the subject.
Studentsarealsoeligibleforasupplementaryassessmentfortheirfinalsubjectinacoursewheretheyfail thesubjectbuthavesuccessfullycompletedallother subjectsinthecourse.Youmusthavecompletedall major assessment tasks for the subject and obtained a passing mark on at least one of the major assessment tasks to be eligible for a supplementary assessment.
Ifyoubelieveyoumeetthecriteriaforasupplementaryassessmentforthefinalsubjectinyourcourse,but have not received an offer, complete theComplaint, Grievance, Appeal Formand send your form toreception@koi.edu.au.The deadline for applying for supplementary assessment is the Friday of the first week of classes in the next trimester.
2.7TeachingMethods/Strategies
Brieflydescribedbelowaretheteachingmethods/strategiesusedinthissubject:
2.8StudentAssessment
Providedbelowisascheduleofformalassessmenttasksandmajorexaminationsforthesubject.
AssessmentType |
WhenAssessed |
Weighting |
LearningOutcomes Assessed |
Assessment 1 (Individual)Written report on Conceptual FrameworkandtheAccounting Regulatory regime. |
Week 4 |
0% |
b, candd |
Assessment 2 (Individual):Writtenandpracticalreporton Accounting Cycle. |
Week 6 |
20% |
a,b,c and d |
Assessment 3 (Individual)Writtenandpracticalreporton financial statement analysis. |
Week 9 |
30% |
a, b,c, dande |
Assessment 4 (Group):Collaborationworkincluding practical report and oral presentation. |
PowerPointpresentationand Excel report: Week 11 Grouporalpresentation: Week 12 |
30% 20% |
a,b,c and d |
RequirementstoPasstheSubject:
Togainapassorbetterinthissubject,studentsmustgainaminimumof50%ofthetotalavailable subject marks.
2.9PrescribedandRecommendedReadings
Providedbelow,informalreferenceformat,isalistoftheprescribedandrecommendedreadings.
Ludwig,P.andSassen,R.,2022.Whichinternalcorporategovernancemechanismsdrivecorporate sustainability? Journal of Environmental Management, 301, p.113780.
Sofian,F.N.R.M.,Mohd-Sabrun,I.andMuhamad,R.,2022.Past,present,andfutureofcorporatesocial responsibility and earnings management research. Australasian Accounting, Business and Finance Journal, 16(2), pp.116-144.
Span, R., Massaro, M., Ferri, L., Dumay, J. and Schmitz, J., 2022. Blockchain in accounting, accountabilityandassurance:anoverview.Accounting,Auditing&AccountabilityJournal,(ahead-of- print).
Grossi,G.andArgento,D.,2022.Thefateofaccountingforpublicgovernancedevelopment.Accounting, Auditing & Accountability Journal, 35(9), pp.272-303.
Murodovich,G.R.andZiyadullaevna,B.S.,2022.ProspectsforUseofDigitalInformationTechnologiesin Accounting. American Journal of Social and Humanitarian Research, 3(12), pp.244-253.
Okafor,U.,2022.EthicalApproachtoSustainabilityAccountingPracticesandFinancialPerformanceof Aviation Companies in Nigeria: A Conceptual Model. Society & Sustainability, 4(1).
Saputra,K.A.K.,2022.InspirationForNewAccounting:ALiteratureReviewAboutPermaculture, Agricultural Accounting and Emancipatory Accounting. South East Asia Journal of Contemporary Business, Economics and Law, 26(1), pp.48-54.
Carlsson?Wall,M.,Goretzki,L.,Hofstedt,J.,Kraus,K.andNilsson,C.J.,2022.Exploringtheimplications of cloud?based enterprise resource planning systems for public sector management accountants.
Financialaccountability&management,38(2),pp.177-201.
Jackson,D.,Michelson,G.andMunir,R.,2022.Developingaccountantsforthefuture:Newtechnology, skills, and the role of stakeholders. Accounting Education, pp.1-28.
Recommendedreferences:
Accounting,Auditing&Accountability-https://www.emerald.com/insight/publication/issn/0951-3574
InternationalJournalofAccounting&InformationManagement-https://www.emerald.com/insight/publication/issn/1834-7649
JournalofInformation,CommunicationandEthicsinSociety-https://www.emeraldgrouppublishing.com/journal/jices
ManagementTeachingReview-https://journals.sagepub.com/home/mtrContemporary Accounting Research
Journal of Accounting and Economics JournalofAccountingandPublicPolicy
JournalofAppliedResearchinAccountingandFinance
3.AssessmentDetails
3.1DetailsofEachAssessmentItem
The assessments for this subject are described below. The description includes the type of assessment, itspurpose,weighting,duedateandsubmissionrequirements,thetopicoftheassessment,detailsofthe task and detailed marking criteria, including a marking rubric for essays, reports and presentations.
SupplementaryassessmentinformationandassistancecanbefoundinMoodle.
Inoverall,theassessmentsinMBA906isdesignedtohelpstudentstopreparefortheirfuturecareer, startfrom acquainting withthe financialdata (A1), evaluating andmodelling thesetof accounts (A2), decision making (A3) and reflection on this journey (A4).
KOIexpectsstudentstosubmittheirownoriginalwork inbothassignmentsandexams,ortheoriginal work of their group in the case of group assignments.
Assessment1
[Note:Compulsoryassessment.IfnotcompletedstudentscannotdoAssessments2,3or4.]
AssessmentType:IndividualReport
Purpose:Thisassessmentisdesignedtounderstandtheaccountingconceptualframeworkandregulatory bodies and regime that govern the accounting industry in Australia This contributes to learning outcomes b, c and d.
Due:Week4duringworkshopofweek4.
Submissionrequirement:Writtenreport(500words)tobeuploadedtoTurnitin.
Submissionrequirementsdetails:
TheAccountingindustryisgovernedbymanyinstitutionsandgovernmentbodies.TheAccountingindustry is also guided by the Conceptual Framework.
- Discuss the roles and responsibilities of AASB, Financial Reporting Council, IASB, ASIC and the Corporations Act.
- Explain the Conceptual Framework and its
Assessment2
Assessmenttype:WrittenindividualReportusingtemplateprovided.
Purpose:Tounderstandtheaccountingcyclefromtransactionanalysis,journalsthroughtocreating financial statements. This assessment relates to learning outcomes a, b, c, d.
Value:20%Due:Week6(Sunday11:59pm)
Submissionrequirement:WrittenreporttobeuploadedtoTurnitin.
Submissionrequirementdetails:
Usingthetemplateprovided,replicatetheaccountingcyclebycompilingfinancialstatementsbasedon data to be provided by students.
Assessment2MarkingRubric:IndividualReport|Weighting20%
Criteria |
Fail (049%) |
Pass(5064%) |
Credit(6574%) |
Distinction(7584%) |
HighDistinction (85 100%) |
Analysis of Topic(50%) |
Incorrectanalysisof issues relating to topic.Norelevantor correctconclusions. |
Basic analysis of issues relating to topic. Makes some relevantandcorrect conclusions. |
Correct analysis of topic.Makesmostly relevantandcorrect conclusions. |
Uses correct and complete analysis of topic. Makes relevant andcorrectconclusions. |
Exceptional,correct,and complete analysis of topic. Makes sophisticated, relevant, and correctconclusions. |
Communication (30%) |
Communicates ineffectively. Not attempted or entirely plagiarizedfromother sources. Report is poorly presented. Manygrammatical, vocabulary and spelling errors. |
Communicates appropriately. Sentences and paragraphs are readable but with grammatical errors. Vocabularyislimited. Report adequately presented. |
Communicates effectively. Sentences are paragraphs are well structuredwithsome exceptions. Vocabulary is comprehensive.Few grammar, spelling and punctuation errors. Report professionally presented. |
Communicates effectively. Sentences andparagraphsarewell structured and clear. Vocabulary is professional. Grammar, spelling,andpunctuation are good. Report professionallypresented. |
Communicates exceptionally.Sentences and paragraphs are well structured and clear. Vocabulary is professional and extensive. Grammar, spelling,andpunctuation are flawless. Report professionallypresented. |
Research extent andapplication (20%) |
Fails to demonstrate adequate research. Selectedsourcesare either irrelevant or fewer than required. |
Able to locate academic sources andintegratethem into the analysis, although some sources may be irrelevant. |
Able to locate academic sources andintegratethem into the analysis. Nearly all sources are relevant. |
Abletolocateacademic sources and integrate them well into the analysis.Demonstrated strong research skills and all sources are relevant. |
Able to locate academic sources and integrate them well into the analysis. Demonstrated exceptional research skillsandallsourcesare relevant. |
Assessment3
Assessmenttype:IndividualReport
Purpose:TobeabletoanalysefinancialstatementsthroughratioanalysisusingalistedAustraliancompanys financial statements. This assessment relates to learning outcome a, b, c, d and e.
Value:30%DueDate:Week9(Sunday11:59pm)
Submission details:i) Word document (Q1 - 200 words, Q3 - 1000 words. ii) Excel spreadsheet showing ratio calculations (Q2).
Note: Submit Word doc in Part 1 and Excel in Part 2 in Turnitin.
SubmissionTaskDetails:
You have recently been hired by an investment bank and your manager has asked you to provide a report on HarveyNorman.Specifically, she would like youtogivehera brief on whatHarveyNormans business is,some backgroundandlatestnews(ifany).Shethenasksyoutoperform ratioanalysisonHarveyNormansfinancials and make recommendations as to whether the company is a good investment and buy shares.
[Note:Presentationofaprofessionallylookingreportandexcelisveryimportant inindustry.Neatlyformattedand well thought out arguments will be awarded good marks.]
Fortheassessmentyoumustreadthe2022&2023Annualreportof HarveyNorman.Thefollowingisrequired. Q1. Read about Harvey Norman and summarize the business with the latest news (Word Doc, 200 words)
Q2.Calculatethefollowingratios(Excelspreadsheet):
- Profitability Ratios - Profit margin, Return on Assets and Return on Equity
- Liquidity and Financial risk - Current ratio, Inventory turnover ratio and days, Accounts Receivable Turnover ratio and days.
- Financialst ability - Debt to Equity ratio, Interest coverage ratio
[Note:Itis importanttodescribeeachratio,itspurposeandthenunderstandthetrend.Inotherwords,arethe financials improving or not. Research should include some benchmarking against industry players.]
Q3.Provideareportontheratioscalculatedaboveand arecommendationastowhethertoinvestinHarvey Norman shares or not. (Word doc 1,000 words).
[Note:Whenyoumaketherecommendationyoumustbackupyourargumentswiththeratioanalysisperformedabove.]
MarkingRubricAssessment3:IndividualReport|Weighting30%
Criteria |
Fail (049%) |
Pass(5064%) |
Credit(6574%) |
Distinction(7584%) |
HighDistinction (85 100%) |
AnalysisofTopic(30%) |
Incorrectanalysisof issues relating to topic.Norelevantor correctconclusions. |
Basic analysis of issuesrelatingtotopic. Makes some relevant and correct conclusions. |
Correct analysis of topic.Makesmostly relevantandcorrect conclusions. |
Uses correct and complete analysis of topic.Makesrelevantand correct conclusions. |
Exceptional,correct,and complete analysis of topic. Makes sophisticated, relevant, andcorrectconclusions. |
Recommendations (30%) |
Insufficient range of recommendationsare made. |
Limited range of recommendationsare made linked to the topic. |
Sufficient range of recommendationsare made linked to the topic. |
Very good recommendations are madelinkedtothetopic. |
Excellent recommendationsmade linked to the topic with insightful ways tojustify recommendations. |
Written Communication (30%) |
Communicates ineffectively. Not attempted or entirely plagiarizedfromother sources. Report is poorly presented. Manygrammatical, vocabulary and spelling errors. |
Communicates appropriately. Sentences and paragraphs are readable but with grammatical errors. Vocabularyislimited. Report adequately presented. |
Communicates effectively.Sentences are paragraphs are well structured with some exceptions. Vocabulary is comprehensive. Few grammar,spellingand punctuationerrors. Reportprofessionally presented. |
Communicates effectively. Sentences andparagraphsarewell structured and clear. Vocabulary is professional. Grammar, spelling,andpunctuation are good. Report professionallypresented. |
Communicates exceptionally.Sentences and paragraphs are well structured and clear. Vocabulary is professional and extensive. Grammar, spelling,andpunctuation are flawless. Report professionallypresented. |
Researchextent and application(10%) |
Fails to demonstrate adequate research. Selectedsourcesare either irrelevant or fewer than required. |
Able to locate academicsourcesand integratethemintothe analysis, although somesources may be irrelevant. |
Able to locate academic sources and integrate them into the analysis. Nearlyallsourcesare relevant. |
Able to locate academic sources and integrate them well into the analysis. Demonstrated strongresearchskillsand all sources are relevant. |
Able to locate academic sources and integrate them well into the analysis. Demonstrated exceptional research skillsandallsourcesare relevant. |
Assessment4
AssessmentType:GroupReportandOralpresentation
Purpose:To replicate industry expectations of MBA graduates to produce business cases for a new business, product or service.This assessment contributes specifically to learning outcomes a, b, c and d.
Value:50%
Due:Group Presentation (PowerPoint and Excel) to be submitted into Moodle Week 11 (Sunday 11:59 pm). Oral presentation during Week 12 workshop. A separate PowerPoint and a maximum 5 page summary of the business case to be presented. This document is not for submission.
Submissiondetails:i)PowerPoint(max20slides)ii)Excelspreadsheetshowingcalculations. Note: Submit PowerPoint in Part 1 and Excel in Part 2 in Turnitin.
SubmissionTaskdetails:
Youareanemployeeofamanagementconsultingcompanyandyouhavebeenaskedbyaclient tohelppreparea business proposal to launch a new business/product/service in Sydney (students choice).
Inyourproposalconsider(atminimum)thefollowing:
- Market size - who are the players and what marketAny distinct features i.e. one or two players dominating the market?
- Customers - who are your customers? Segment your customers i.e. age, sex, gender and demographics if possible or applicable.
- Suppliers-keysuppliersyou
- Employees you require e. skill sets.
Your key to a good and robust business proposal are theassumptions. You will be tested and challenged on the assumptions during your oral presentation. Ensure you back your assumptions with data and information you researched.
Required:
- An excel spreadsheet showing an Income statement for 3
Considerthefollowing:
- Sales-detailsbyproductor
- Expenses - details of rent, wages etc. Assumptions need to be clear about expenses e.g. renting an office in the city should consider how much per square meter times what space you require hence research on costing is required. Also research costs for employees and types of employees.
- Profitability few businesses make money in the first few years in startup mode so think about the losses you will possibly encounter and then consider the amount of seed money or venture capital is required for this proposal.
- Prep area PowerPoint professionally done with emphasis on style, format and (max. 20 slides)
Your PowerPoint slides must be limited to few key words with diagrams, pictures and graphs. You will have an appendix showing the detailed financials and the main body of the presentation will show high level key financials. You will pitch for an amount of seed money and state when you plan to pay it back.
MarkingRubricAssessment4:Groupreport(PowerPointandExcel)30%
Criteria |
Fail (049%) |
Pass(5064%) |
Credit(6574%) |
Distinction(7584%) |
HighDistinction (85 100%) |
Analysis of BusinessProposal(30%) |
Critical analysis poorly demonstratedor absent.Littletono applicationof relevant theories ormodels. |
Basic analysis with somecriticalthinking. Limitedapplicationof theories/models. |
General demonstration of criticalanalysiswith someapplicationof accepted theories/models. |
Competent application of relevant theories/models with considerable demonstrationofcritical analysis. |
Scholarlydemonstration of critical analysis, expertly applying theories and models relevant to the task. |
Conclusions &Recommendations (10%) |
Poor or absent conclusions with no clear recommendations. |
Conclusionspresent but lack logical flow or strong support. Recommendations are weak or unsupported. |
Effective conclusions with logical, though limited, recommendations. |
Comprehensive conclusions with evidenceofthoughtful and logical recommendations. |
Conclusions draw arguments together persuasively, with evidence-based recommendationsthat demonstrate enlightened thought. |
Business Report Structure & Presentation(10%) |
Report is unstructuredor doesnotfollow businessreport format. Presentationlacks professionalism and clarity. |
Basicbusinessreport format with errors or omissions instructure. Presentation is adequatebutlacks refinement. |
Good attempt at business report formatwithsome minor errors. Presentationiswell- organisedbutcould improve in professionalism. |
High-qualitybusiness report format with minimal errors. Presentationisclear, logical, and professional. |
Outstanding business reportformatthatmeets all expectations. Presentation is polished,cohesive,and highly professional. |
WrittenCommunication& Clarity(10%) |
Poor grammar, spelling, and writtenexpression throughout. |
Adequate communication, though withnoticeable grammatical,spelling, or expression errors. |
Clear communicationwith some minor grammatical or spellingissues. Overallwell- expressed. |
Minimalgrammaticalor spelling errors. Written communicationisclear and professional. |
Flawless grammar, spelling,andwritten expression. Professionallyand eloquently communicated. |
ResearchExtent and Application(20%) |
Few or no key issues identified. Research is predominantly internet-basedwith limited or no credible sources. |
Some key issues identifiedbutlimited use of credible academic sources. Research relies mostly on internet sources. |
All key issues identified with a range of relevant sources. Research demonstratesmore advanced skills beyondsimpleweb searches. |
Allkeyissuesidentified with scholarly use of a wide range of sources, including academic databases such as Google Scholar, Scopus, EBSCO. |
All key issues expertly identified. Research is comprehensive, with highly proficient and scholarlyuseofawide rangeofacademicand industrysources. |
In-textCitations andReferences(10%) |
Referencing is absent, inconsistent,or incorrect. Evidence of improperorsham referencing. |
Some attempt at referencing,butthere are clear errors. May not consistently use HarvardReferencing. |
Referencing is mostly accurate, following Harvard style. Some minor inconsistenciesmay exist. |
Correct Harvard style referencingthroughout. All citations match the ReferenceListandare consistent. |
Harvard referencing is flawlessandconsistent throughout.Allsources are cited properly and systematically. |
Excel&Financial Analysis (10%) |
Financialanalysis is inaccurate or absent. Assumptionsare missing or unsupported. |
Basic financial analysiswithlimited clarity on assumptions. Incomplete or inaccurateuseof Excel. |
Financialanalysisis generally correct with some relevant assumptions. Excel is used appropriately but maylack sophistication. |
Comprehensive financial analysis with well-researched assumptions. Excel spreadsheet is clear andlogicallystructured. |
Exceptional financial analysis with expertly researched assumptions. Excel spreadsheet is highly detailed, well- organised, and demonstratesadvanced skills. |
MarkingRubricAssessment4:IndividualOralPresentation20%
Criteria |
Fail (049%) |
Pass(5064%) |
Credit(6574%) |
Distinction(7584%) |
HighDistinction (85 100%) |
Presentationstructure (20 marks) |
Not all the required elements are presented. The structure and sequence of informationishardto follow |
All required elements (researchtitle, research questions, research design and ethical consideration) are presented,however,the sequence of the information is hard to follow |
All required elements (research title,research questionsand objectives, research design and ethical consideration) are presented. The sequence of the information is easy to follow,however,limited detailsareprovided. |
All required elements (research title,researchquestionsand objectives, research design and ethical consideration) are presented. The sequence of the information is easy to follow,gooddetailsare provided. |
Allrequiredelements (research title, research questions and objectives, research design and ethicalconsideration) are presented. The sequence of the informationiseasyto follow, excellent detailsareprovided. |
Accuracyoftheinformation presented (30marks) |
The information provided in each required element is inaccurateanddoes not align with the proposal. |
The information provided in each required element is accurate, however, it doesnotalignwiththe proposal. |
The information provided in each requiredelementare accurate and it is aligned with the proposal, however, limited details are provided |
The information provided in each requiredelementare accurate and it is aligned with the proposal, and good details are provided |
The information provided in each requiredelementare accurate and it is aligned with the proposal, and excellent details are provided |
CommunicationandPresentationskills (20marks) |
Inaudibleandspoken too quickly or too slowly and many unnecessarypauses. |
Mostly audible and reasonably well- paced speech,some unnecessarypausing |
Consistentlyaudible anclearvoice,well- paced speech and some good use of pausing |
Interestingandeffective delivery,well-pacedand good use of voice (tone and diction) andpausing throughout |
Anexcellentdelivery, well-paced and effective. Speaker is entertaining and stimulating,confident and in control. |
Visualaidsandpresentationslides format (20marks) |
Noorlackofvisual aids, presentation slides are poorly formatted. |
Basic use of visual aids, presentation slidesarereadablebut need improvement. |
Mostly good use of visualaids,presentation slides are appropriately formatted. |
Very good use of visual aids,presentationslides are effectivelyformatted. |
Outstandinguseof visual aids, presentationslides are professionally formatted. |
Presentationduration (10 marks) |
Presentation islongerthan5minutes and only able to present 2 out of 4 required information. |
Presentationislonger than 5 minutes and onlyabletopresent3 out of the 4 required information. |
Presentationisontime (5 minutes) and all the required information is presented with limited details. |
Presentationisontime (5 minutes) and all the required information is presented with reasonable details. |
Presentation is on time(5minutes)and all the required information is presented with excellentdetails. |
Totalmarksoutof100 |
3.2Generalinformationaboutassessment
- Late PenaltiesandExtensions
Animportantpart ofbusinesslifeandkeytoachievingKOIsgraduateoutcomeofProfessionalSkillsistheability to manage workloads and meet deadlines. Completing assessment tasks on time is a good way to master these habits.
Students who miss mid-trimester tests and final exams without a valid and accepted reason may not be granted a deferred exam and will be awarded 0 marks for the assessment item. Assessment items which are missed or submitted after the due date/time will attract a penalty unless there is a compelling reason (see below). These penaltiesaredesignedtoencouragestudentstodevelopgoodtimemanagementpractices,andtocreateequityfor all students.
Anypenaltiesappliedwillonlybeuptothemaximummarksavailableforthespecificpieceofassessment attracting the penalty.
Latepenalties,grantingofextensionsanddeferredexamsarebasedonthefollowing:
InClassTestsandQuizzes(excludingMid-TrimesterTests)
- Generally, extensions are not permitted. A make-up test may only be permitted under very special circumstances where acceptable supporting evidence of illness, hardship or unavoidable problems preventing completion of the assessment is provided (see section (b) below). The procedures and timing to apply for a make-up test (only if available) are as shown in the sectionApplying for an Extension(see below).
- Missing a class test will result in 0 marks for that assessment item unless the above
WrittenAssessmentsandVideoAssessments
- There is a late penalty of5%ofthetotalavailablemarkspercalendardayunless anextensionisapproved (seeApplying for an Extension sectionbelow).
Presentations
- Generally, extensions are notMissing a presentation will result in 0 marks for that assessment item. The rules for make-up presentations are the same as for missing in-class tests (described above).
For group presentations, if serious circumstances prevent some members of the group from participating, the membersofthegroupwhoarepresentshouldmaketheircontributionsasagreed.Ifamake-uppresentationis approved, the other members of the group will be able to make their individual presentation later and will be marked according to the marking rubric. A video presentation may be used to facilitate the process.
Mid-TrimesterTestsandFinalExams
Ifstudentsareunabletoattendmid-trimestertestsorfinalexamsduetoillness,hardshiporsomeother unavoidable problem (acceptable to KOI), they must:
- Complete the Assignment Extension / Exam Deferment Form available by contactingacademic@koi.edu.auas soon as possible, but no later than three (3) working days after the exam date.
- Provide acceptable documentary evidence (see section (b) below).
- Agree to attend the deferred exam as set by KOI if a deferred exam is
Deferredexam
- There will only beonedeferredexam
- Marks obtained for the deferred exam will be the marks awarded for that assessment
- If you miss the deferred exam you will be awarded0 marksfortheassessmentThismaymean youare unable to pass the subject.
b)ApplyingforanExtension
Ifstudentsareunabletosubmitorattendanassessmentwhendue,theymust
- Complete the Assignment Extension / Exam Deferment Form available contactingacademic@koi.edu.auas soon as possible, but no later than three (3) working daysof the assessment due date.
- Provide acceptable documentary evidence in the form of a medical certificate, police report or some other appropriate evidence of illness or hardship, or a technicians report on problems with computer or communications technology, or a signed and witnessed statutory declaration explaining the
- Students and lecturers / tutors will be advised of the outcome of the extension request as soon as
Pleaserememberthereisnoguaranteeofanextensionbeinggranted,andpoor organisationisnotasatisfactory reason to be granted an extension.
c)ReferencingandPlagiarism
Pleaserememberthatallsourcesusedinassessmenttasksmustbesuitablyreferenced.
Failuretoacknowledgesourcesisplagiarism,andassuchisaveryseriousacademicissue.Studentsplagiarising runtherisk ofseverepenaltiesrangingfrom areductioninmarksthroughto0marksforafirstoffencefora single assessmenttask,toexclusionfrom KOIinthemostseriousrepeatcases.Exclusionhasserious visaimplications. The easiest way to avoid plagiarising is to reference all sources.
Harvardreferencingistherequiredmethod in-textreferencingusingAuthorsSurname(familyname)andyearof publication. A Referencing Guide, Harvard Referencing, and a Referencing Tutorial can be found on the right- hand menu strip in Moodle on all subject pages.
An effective way to reference correctly is to useMicrosoft Wordsreferencing function (please note that other versionsandprogramsarelikelytobedifferent).Tousethereferencingfunction,click ontheReferencesTabin the menu ribbon students should chooseHarvard.
Authorshipis also an issue under plagiarism KOI expects students to submit their own original work in both assessmentandexams,ortheoriginalwork of theirgroup inthecase of agroup project.Allstudentsagreetoa statementofauthorshipwhensubmittingassessmentsonlineviaMoodle,statingthatthework submittedistheir own original work.
The following are examples of academic misconduct and can attract severe penalties:
- Handing in work created by someone else (without acknowledgement), whether copied from another student, written by someone else, or from any published or electronic source, is fraud, and falls under the general Plagiarism guidelines.
- Copying/cheatingintestsandexamsisacademicSuchincidentswillbetreatedjustasseriously as other forms of plagiarism.
- Students who willingly allow another student to copy their work in any assessment may be considered to assisting in copying/cheating, and similar penalties may be applied.
Where a subject coordinator considers that a student might have engaged in academic misconduct, KOI may requirethestudenttoundertakeanadditionaloralexam asapartoftheassessmentforthesubject,asawayof testing the students understanding of their work.
FurtherinformationcanbefoundontheKOIwebsite.
d)ReasonableAdjustment
TheCommonwealthDisabilityDiscriminationAct(1992)makesitunlawfultotreatpeoplewithadisabilitylessfairly than people withouta disability.In the context of this subject,theprinciple of Reasonable Adjustmentis appliedto ensure that participants with a disability have equitable access to all aspects of the learning for the subject.For assessment, this means that barriers to their demonstrating competence are removed wherever it is reasonably practical to do so.
Examplesofreasonableadjustmentinassessmentmayinclude:
- provision of an oral assessment, rather than a written assessment
- provision of extra time
- useofadaptive
Thefocusoftheadjustedassessmentshouldbeonenablingthestudenttodemonstrateachievementofthe learning outcomes for the subject, rather than on the method of assessment.
e)AppealsProcess
FulldetailsoftheKOIAssessmentandAssessmentAppealsPolicymaybeobtainedinhardcopyfrom theLibrary, and on the KOI websitewww.koi.edu.auunderPolicies and Forms.
AssessmentsandMid-TrimesterExams:
Wherestudentsarenotsatisfiedwiththeresultsofanassessment, includingmid-trimesterexams,theyhavethe right to appeal. The process is as follows:
- Discuss the assessment with their tutor or lecturer students should identify where they feel more marks shouldhavebeenawardedstudentsshouldprovidevalidreasonsbasedonthemarkingguideprovidedfor the assessment. Reasons such asI worked really hard are not considered valid.
- If still not satisfied, students should complete an Application for Review of Assessment Marks form, clearly explainingthereasonsforseekingaThisform isavailablefrom theKOIwebsiteunderPoliciesand Formsand is also available at KOI Reception (Kent St, Market St and OConnell St). The completed Application for Review of Assessment Marks form should be submitted as explained on the form with supporting evidence attached toacademic@koi.edu.au.
- Theformmustbesubmittedwithinten(10)workingdaysofthereturnofthemarkedassessment,orwithinfive
(5)workingdaysafterthereturnoftheassessmentiftheassessmentisreturnedaftertheendofthetrimester.
ReviewofGradewholeofsubjectandfinalexams:
Wherestudentsarenotsatisfiedwiththeresultsofthewholesubjectorwiththeirfinalexam results,theyhavethe right to request a Review of Grade see theAssessment and Assessment Appeals Policyfor more information.
AnApplicationforReviewofGrade/AssessmentForm(availablefrom theKOIWebsiteunderPoliciesandFormsand from KOI Reception at Kent St, Market St and OConnell St) should be completed clearly explaining the grounds for the application. The completed application should be submitted as explained on the form, with supporting evidence attached toacademic@koi.edu.au