MBA 520 Milestone One Guidelines and Rubric
Overview: This milestone assignment covers critical element II (Financial Performance and Health) of the final project. It is an opportunity to draft this section of the final project and get your instructor’s feedback before submitting the final version.
For this milestone, you will conduct an analysis of your chosen company’s financial statements for the last three consecutive years. Your analysis should include the review and interpretation of data from the following financial statements: the income statement, balance sheet, statement of cash flow, and statement of retained earnings. Using your review of these statements, you will assess the organization’s financial performance and financial health. Provide quantitative and qualitative support for your assessment.
Prompt: As a newly hired manager at your chosen company, you have the first task of reviewing the company’s past and current financial documents and making initial financial projections so that the company can begin planning for the upcoming year. Your report will include several tables, along with a comprehensive narrative describing the organization’s financial performance and health. Note that, in addition to the organization’s financial statements and website, other authoritative news sources—such as annual reports and external sites like Bloomberg—may offer insights that facilitate analysis or provide information on the organization’s priorities and challenges.