Scoring Rubric (100 Points Total)

Assessment Criteria

Deliverables will be assessed as a single submission according to the following rubric:

 

Critical Thinking – 20 Points

Inputs and Assumptions

  • Assumptions made are high quality and reasonable in the given context
  • The reasoning behind your assumptions demonstrates an understanding of financial modeling
  • Inputs not provided are well researched and documented through references
/10
Logic

  • Your analysis is consistent across the deliverables and the line of reasoning is easy to follow throughout the submission
  • Model is easy to audit
/10

 

Methodology – 40 Points

Formulas

  • Formulas are used to answer the case question fully and effectively
  • Formulas make the model flow and are easy to follow throughout the model
/10
Accuracy

  • Calculations are accurate as inputs used are correct and the formulas used are accurately entered
  • Forecasted items in the model are computed with the correct calculations
/10
Valuation

  • Final risk-weighted value assigned to the business based on assumptions is realistic and makes sense
  • A range of valuation methods is employed
/10
Dynamicity

  • Formulas and functions used to make the model dynamic and responsive to changes in assumptions
/10

 

Presentation – 20 Points

Formatting

  • Submissions follow formatting rules
  • Submissions are neat, easy to follow and aesthetically pleasing
  • Fonts and font sizes are consistent across headings and text
  • Number formats:
    • Black numbers = computations
    • Blue  numbers = hard codes
/10
Structure

  • Layout and design of submissions flow logically
  • Model is easy to audit
/10

 

Insights & Recommendations – 20 Points

Recommendations

  • Recommendations are well thought out and explained
  • Key takeaways are clear and complement the strength of the recommendations
/10
Outputs

  • Overall presentations of outputs including relevant charts and graphs
/10

 

Total – 100 Points

A perfect score would receive 100 points.

 

Be sure to read the Competition Rules to make sure you meet all requirements.