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BUSINESS PLAN GRADING RUBRIC 
ATA 336 GASB BUSINESS PLAN GRADING RUBRIC
Grading Rubric to be used in creation of a business plan project
Rubric Code: BCX742
By marciadove
Ready to use
Public Rubric
Subject: Accounting  
Type: Project  
Grade Levels: Undergraduate

Powered by iRubric Business Plan Rubric
100 %
  Poor /Lacking Info

2.5 pts

Sufficient

5 pts

Proficient

7.5 pts

Advanced

10 pts

Total

(N/A)

Introductory Elements
10 %

Executive Summary
-Introduction
- Current Situation
- Management Qualifications
- Seeking Investors
- Closing Statements
Poor /Lacking Info

Introductory elements were omitted and/or contained egregious errors.
Sufficient

Introductory elements were included but contained egregious errors.
Proficient

Introductory elements were included and completed correctly, including an executive summary.
Advanced

Introductory elements were included and completed correctly, including a detailed executive summary that thoroughly summarizes the business.
Total
Management Plan/Company Description
10 %

The overview of the business.
Poor /Lacking Info

A statement of of purpose is not provided.
Sufficient

A brief statement of purpose is provided that includes the plans objective: Financing or operating guide, but omits financing or operational details.
Proficient

A brief statement of purpose is provided and includes a portion, but not all of the following financing or operational details: Amount needed?
- Uses?
- Funding benefits?
- Makes sense?
- Repayment?
Advanced

A brief statement of purpose is provided and includes all of the following financing or operational details: Amount needed?
- Uses?
- Funding benefits?
- Makes sense?
- Repayment?
Total
Business Description
10 %

Brief description of the Business (or Idea)
Poor /Lacking Info

An overview of the company is not provided.
Sufficient

An overview of the company is provided but is lacking significant details.
Proficient

An overview of the company is provided which includes a large portion but not all of the following information:mission statement, legal formation, basic product or service description, business life cycle (new, takeover, franchise),
general strategy (planned milestones),
strategic alliances, and work already completed. .
Advanced

An overview of the company is provided which includes mission statement, legal formation, basic product or service description, business life cycle (new, takeover, franchise),
general strategy (planned milestones),
strategic alliances, and work already completed.
Total
Product &/or Services
10 %

Identify and describe all products/Services,
Poor /Lacking Info

Product/Service mix was partially discussed or some was omitted. Explanation of how your products will be competitive was missing.
Sufficient

Product/Service mix was partially discussed and seemed to lack a complete line of product/service offerings. Explanation of how your products will be competitive was miinsufficient.
Proficient

Product/Service mix was clearly discussed and included a complete line of product/service offerings. Explanation of how your products will be competitive was unclear.
Advanced

Product/Service mix was clearly discussed and included a complete line of product/service offerings and included reasoning for the selection. Includes explanation of how your products will be competitive.
Total
Marketing Analysis
10 %

Poor /Lacking Info

Provides largely incomplete information regarding industry size and maturity, customer segments, opportunities & threats in the industry, overall outlook for the industry, major competitors. Explains how proposed product/service is distinct from others.
Sufficient

Provides somewhat complete information regarding industry size and maturity, customer segments opportunities & threats in the industry, overall outlook for the industry & major competitors. Explains how proposed product/service is distinct from others.
Proficient

Provides fairly complete information regarding industry size and maturity, customer segments, opportunities & threats in the industry, overall outlook for the industry & major competitors. Explains how proposed product/service is distinct from others.
Advanced

Provides complete information regarding industry size and maturity, customer segments, opportunities & threats in the industry, overall outlook for the industry & major competitors. Explains how proposed product/service is distinct from others.
Total
Marketing
10 %

Who are your customers, where are they,what do they want?
What is your marketing mix (4 p's).
Poor /Lacking Info

Marketing of the business was partially discussed but lacked mention of any specific information.
Sufficient

Marketing of the business was partially discussed including some but not all of the following: identification of the target market and how they will be reached, customer needs and product characteristics, pricing, distribution, promotions.
Proficient

Marketing of the business was discussed including the identification of the target market and how they will be reached, customer needs and product characteristics, pricing, distribution, promotions.
Advanced

Marketing of the business was thoroughly discussed including the identification of the target market and how they will be reached, customer needs and product characteristics, pricing, distribution, promotion.
Total
Management Plan
10 %

SP, partnership, corporation ownership
Qualifications of MGT team & comp. pkg.
Explanation of how things will be done.
Poor /Lacking Info

No form of business ownership was included in the plan. Permits/licenses/certifications omitted. No explanation of methods of doing things.
Sufficient

Form of business ownership was chosen.
No explanation of how things will be done.
Proficient

Form of business ownership was chosen and defined. Some explanation of how things will be accomplished.
Advanced

Form of business ownership was chosen, defined, and reasoning was given for the choice of ownership. Thorough explanation of how things will be accomplished. Compensation also discussed.
Total
Financial Plan
10 %

Assumptions, break even analysis, projected financial statements. and industry ratios applied.
Poor /Lacking Info

No reports were included.
Sufficient

Some reports were included,
calculations included but indicated limited understanding of the numbers.i.e "plug and chug" only.
Proficient

Reports included calculations mostly correct.
Advanced

Detailed reports included. Appropriate industry ratios applied.
Total





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