BAO6504 Accounting for Management
Group term paper: Company Report on Wesfarmers Ltd 30%
This assessment is to be done with a group of a maximum of four students. The group's task is to report on Wesfarmers Ltd whose shares are listed in the Australian Stock Exchange (code: WES). The group is to take on the perspective of a management consultant hired by Wesfarmers Ltd to identify and analyse key financial issues regarding its business situation and performance in the last five years (Years ending 2017, 2018, 2019, 2020 and XXXXXXXXXXKey issues would refer to profitability, asset efficiency, liquidity, and capital structure and market performance. The analysis should likewise refer to the company's stated strategy and actual progress during the five year reporting period. Students are expected to include other necessary performance measures (non-financial) as well. To have a clear view of the business situation, the group needs to evaluate the company’s recent past, and cu
ent performance through processing information contained in company annual reports, the company website, analyst reports, and other business media. It is expected that the company's half yearly report for 2022 would have been published by end Feb XXXXXXXXXXReference to the financial information provided therein would be helpful to assess the company's present situation. The report must include horizontal and vertical financial analysis with a summary of relevant ratios in the last five years. Prepare graphs of trends. The group should also report on share price movements over the last five years and comment on the extent company developments have impacted the share price prediction.
The group must identify and expound on strategic management initiatives as described in company annual reports. The report should then comment on whether results have been or are being achieved.
To a
ive at a
oadly-informed evaluation, the group needs to consider the general industry situation and developments in the domestic and international retail industry including relevant references made to Wesfarmers Ltd.’s competitors. Thus a scan of pertinent business media must be undertaken to collect this information. A good place to start is to look up updated industry information in VU Li
ary.
The group is to report on their findings and recommendations to Wesfarmers Ltd.’s Board of Directors. The report should include the following as a minimum: cover sheet (title and authors), executive summary, table of contents, body of content, conclusion, references and appendix with your XL data sheet with all the analytics.
We want “think not ink” – rarely are the longest explanations the best. Use dot points where suitable. A good report will not only describe observations but more importantly, include an analysis and explanations of these observations. A typical paper is about XXXXXXXXXXwords (excluding reference) of concentrated and well thought-out discussion. Tables are included in the word count but not the references. Harvard referencing. Check the marking ru
ics before you start working on the assignment.
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Assessment 2 - Report ru
ic
Course: (BAO6504) Accounting For Management - CT,SY
Criteria Full Marks
High
Distinction
Disinction Credit Pass
Not
Satisfactory
Criterion
Score
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ic: Assessment 2 - Report ru
ic - (BAO6504) Accounting For Management - CT,SY - Victoria University
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ics/preview.d2l?ou=1244023&ru
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Criteria Full Marks
High
Distinction
Disinction Credit Pass
Not
Satisfactory
Criterion
Score
Clea
presentat
ion of the
Informati
on
2020 points 18 points
Uses
succinct,
accurate
sub-
headings to
add clarity
and
direction fo
oth the
eader and
the writer.
Font is Arial,
11 point;
use 1.5 line
spacing;
leave a
margin on all
four edges
of each page
of at least
2.5cm top
and bottom
and 3.2 cm
left and
ight
margins;
numbe
pages in a
consistent
place on the
page;
accompanie
d by a
properly
completed
Cover Sheet
(Assessment
Declaration).
XXXXXXXXXX
points)
15 points
Uses sub-
headings to
add clarity
and
direction fo
oth the
eader and
the writer.
Minor e
ors
in
structure/fo
nt/space/ma
gin/page
number.
XXXXXXXXXX
points)
13 points
Uses a few
sub-
headings to
add clarity
and
direction fo
oth the
eader and
the writer.
Several
e
ors in
font/space
margin/page
number.
XXXXXXXXXX
points)
11 points
Uses a few
sub-
headings
which
contribute
minimally to
clarity and
direction fo
oth the
eader and
the writer.
Demonstrat
es an
attempt to
use
suggested
presentation
of report.
XXXXXXXXXX
points)
5 points
Limited o
no use of
subheadings
Disregard
suggested
presentation
of report.
(0-9.9
points)
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ic - (BAO6504) Accounting For Management - CT,SY - Victoria University
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Criteria Full Marks
High
Distinction
Disinction Credit Pass
Not
Satisfactory
Criterion
Score
Review
the
financial
statemen
ts of a
listed
Australia
n
company
provided
in the
assessme
nt for the
most
ecent
five
years:
Logical
eport of
insights
and
ecomme
ndations
to the
Board.
Horizonta
l and
vertical
financial
analysis
with
elevant
atios.
3030 points 27 points
Comprehens
ive and
clearly
outlined
ackground
and
overview of
company,
strategy and
the industry.
Recommend
ations to the
oard are
logical, well-
articulated,
and
supported
y analysis
and
evidence.
Horizontal
and vertical
financial
analysis is
clear to the
eader and
includes
elevant
atios.
XXXXXXXXXX
points)
22.5 points
Background
of company,
strategy and
the industry
is clearly
outlined.
Recommend
ations to the
oard are
logical and
supported
y analysis
and
evidence.
Horizontal
and vertical
financial
analysis
includes
elevant
atios.
XXXXXXXXXX
points)
19.5 points
Background
of company,
strategy and
the industry
is generally
outlined.
Recommend
ations to the
oard are
included.
Horizontal
and vertical
financial
analysis
includes
elevant
atios, may
equire
furthe
developmen
t in some
areas.
XXXXXXXXXX
points)
16.5 points
Background
of company,
strategy and
the industry
is mostly
outlined.
Recommend
ations to the
oard are
included.
Horizontal
and vertical
financial
analysis
includes
elevant
atios, may
equire
furthe
developmen
t in some
areas.
XXXXXXXXXX
points)
7.5 points
Background
of company,
strategy and
the industry
is not clearly
outlined.
Recommend
ations to the
oard are
either not
included o
not
elevant.
Horizontal
and vertical
financial
analysis
equires
significant
developmen
t.
(0-14.5
points)
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ic: Assessment 2 - Report ru
ic - (BAO6504) Accounting For Management - CT,SY - Victoria University
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ics/preview.d2l?ou=1244023&ru
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Criteria Full Marks
High
Distinction
Disinction Credit Pass
Not
Satisfactory
Criterion
Score
Insights
of
financial
analysis
Identifica
tion of
past o
ongoing
strategic
initiatives
which
could
explain
the
financial
esults
Referenc
e to
industry
and
competit
ors'
situations
2020 points 18 points
Well-
prepared
and
insightful
financial
analysis.
Clea
identificatio
n of past o
ongoing
strategic
initiatives
that could
explain the
financial
esults.
Links to
industry and
competitors'
situations
are clearly
outlined.
Clear layout
and
effective
use of
charts
graphs and
data analysis
to support
analysis.
XXXXXXXXXX
points)
15 points
Insights of
financial
analysis are
elevant and
clear.
Report
identifies
past o
ongoing
strategic
initiatives
that could
explain the
financial
esults.
Reference is
made to
industry and
competitors'
situations.
Effective
use of
charts
graphs and
data to
support
analysis.
XXXXXXXXXX
points)
13 points
Some
insights of
financial
analysis may
equire
furthe
analysis and
justification.
Report
somewhat
identifies
past o
ongoing
strategic
initiatives
that could
explain the
financial
esults.
Furthe
developmen
t may be
equired.
Some
eference is
made to
industry and
competitors'
situations.
Charts
graphs, and
data
generally
support the
analysis.
XXXXXXXXXX
points)
11 points
Financial
analysis
demonstrate
s insight, but
equires
furthe
developmen
t in areas.
Attempt has
een made
to use
charts
graphs and
data to
support
analysis.
XXXXXXXXXX
points)
5 points
Financial
analysis
equires
significant
developmen
t in order to
demonstrate
insights.
Charts
graphs and
data have
not been
effectively
used to
support the
analysis.
(0-9.9
points)
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ic: Assessment 2 - Report ru
ic - (BAO6504) Accounting For Management - CT,SY - Victoria University
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ics/preview.d2l?ou=1244023&ru
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Criteria Full Marks
High
Distinction
Disinction Credit Pass
Not
Satisfactory
Criterion
Score
Reviews
the non-
financial
informati
on
provided
y the
company
to
analyse
the non-
financial
performa
nce of
the
company
10
Referenci
ng
10
10 points 9 points
Provided
clear and
insightful
discussions
about the
non-
financial
performance
of the
company.
(8-9.9
points)
7.5 points
Provided
logical
discussions
about the
non-
financial
performance
of the
company.
(7-7.9
points)
6.5 points
Provided
appropriate
discussions
about the
non-
financial
performance
of the
company
(6-6.9
points)
5.5 points
Some
i
elevant
discussion;
may be
difficult to
understand
at times.
(5-5.9
points)
2.5 points
Discussions
are eithe
underdevelo
ped,
i
elevant,
unclear o
inappropriat
e.
(0-4.9
points)
10 points 9 points
Sources
used
appropriatel
y
throughout,
according to
Harvard
eferencing,
including in
footnotes
and
ibliography.
(8-9.9
points)
7.5 points
Applies
co
ect
eferencing
according to
the Harvard
style
throughout,
including in
footnotes
and
ibliography,
with
occasional
mino
e
ors.
(7-7.9
points)
6.5 points
Applies
Harvard
eferencing,
including in
footnotes
and
ibliography,
ut contains
some
e
ors.
(6-6.9
points)
5.5 points
Applies
Harvard
eferencing,
ut is
inconsistent
at points o
contains
several
e
ors.
(5-5.9
points)
2.5 points
Shows
several
deficiencies
in Harvard
application
and/or fails
to submit a
ibliography
or complete
footnotes.
(0-4.9
points)
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ic: Assessment 2 - Report ru
ic - (BAO6504) Accounting For Management - CT,SY - Victoria University
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ics/preview.d2l?ou=1244023&ru
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Total / 100
Overall Score
Criteria Full Marks
High
Distinction
Disinction Credit Pass
Not
Satisfactory
Criterion
Score
Teamwo
k, 5
Activity
logs
1010 points 9 points
Clear and
detailed
activity logs
provided.
(8-9.9
points)
7.5 points
Detailed
activity logs
provided.
(7-7.9
points)
6.5 points
Mostly
complete
activity logs
provided
(6-6.9
points)
5.5 points
Partially
complete
activity logs
provided.
(5-5.9
points)
2.5 points
Activity logs
not
submitted.
(0-4.9
points)
High Distinction
(80-100%)
80 points minimum
Distinction
(70-79%)
70 points
minimum
Credit (60-
69%)
60 points
minimum
Pass (50-
59%)
50 points
minimum
Not Satisfactory
(0-49%)
0 points minimum