Student: __________________ Reviewer:_________________ Date: _____________

Rubric for Assessing MMF Students Written Communication Skills

(FIN 909 Masters Project)

Dimensions Writing Mechanics and
Document Appearance
Clarity and Organization Purpose, Evidence
and Content
3 Exceeds
Requirements
Writing is clear, concise and
essentially error-free. The
document is professional and
utilizes visuals (tables, charts,
etc.) in an expert way.
The writing flows smoothly from
idea to idea. The paper has a clear
focus. The reader can easily follow
the logic of the ideas presented due to
the organization of the report.
The reader is clear about the
writers purpose. The writer has
made excellent use of research and
sources to support the papers
main point. Writing could be used
as a positive example or model for
other students.
2 - Meets
Requirements
There are some grammatical or
mechanical errors in the paper,
but these errors did not interfere
with the readers understanding.
Style, format and documentation
of sources follow convention.
There were additional opportuni-
ties for the use of visuals.
Sequencing of ideas and transitions
between paragraphs and sections is
adequate, but could be improved.
Sentences structure and word choice
could be improved to communicate
ideas more clearly.
The purpose and focus of the piece
is reasonably clear, but the writer
occasionally loses focus. Organi-
zation and content are solid, but
could be improved. The require-
ments of the assignment are
fulfilled.
1 Unsatisfactory Paper contains multiple errors in
writing mechanics. Writing
doesnt follow conventional style/
format. Source documentation is
incomplete or doesnt follow
convention. Visuals are lacking.
Sentence structure and/or word
choice interfere with and obscure
meaning. Sequencing of ideas and
transitions between paragraphs and
sections make following the writers
meaning difficult to understand.
The paper has no main idea. The
writers purpose isnt fully
achieved, and parts of the
assignment may not be fulfilled.
The use of research and sources is
inadequate.
Score (circle one) 1 2 3 1 2 3 1 2 3
Total -
Student: __________________ Reviewer:_________________ Date: _____________

Rubric for Assessing MMF Students Oral Communication Skills
(FIN 909 Masters Project)

Dimensions Content Organization Delivery
3 Exceeds
Requirements
Student is able to go beyond
the presentations immediate
content to interact fluently
on the topic and/or put it
into a wider context.
Student provides in-depth
elaboration on aspects of the
content.
Student meets #2 plus presents clear
transitions and summary
information at appropriate points
during the presentation. Visuals are
unusually well-designed and rely on
graphic images in addition to word
charts and tables of numbers.
Student is unusually fluent in his/her
use of English, individualizes contact
with audience members while being
inclusive of the whole audience.
Presents him/herself in a way that
keeps the audiences attention on the
message of the presentation. Could be
used as a model for other presenters.
2 - Meets
Requirements
Student demonstrates
thorough understanding of
his/her information and is
able to respond readily to
relevant questions.
Student provides a road map for
the presentation and develops
his/her topic in a way that is easy to
follow. Any visuals used are clear
and reinforce the presenters
message.
Student can be easily understood,
maintains contact with audience
members throughout the presentation,
and engages in physical movement that
positively reinforces his/her message
(and is not distracting).
1 Unsatisfactory Student demonstrates only a
rudimentary grasp of his/her
information and has difficulty
answering questions related to
presentation content.
Student neither communicates a
clear structure or road map for the
presentation nor provides an
introduction that helps the audience
anticipate the content and flow of
the presentation.
Student engages in distracting
behavior during the presentation: is
hard to hear or understand, does not
stay in contact with the audience, and
engages in physical movement that
distracts from his/her message.
Score (circle one) 1 2 3 1 2 3 1 2 3
Total -

Student: __________________ Reviewer:_________________ Date: _______________

Rubric for Assessing MMF Students Finance and Software Skills
(FIN 909 Masters Project)

Dimensions Finance Theories and Models Finance Concepts and
Techniques
Creation of Finance
Knowledge
Software and Data Analysis
3 Exceeds
Requirements
Student has a substantial
understanding of financial
theories and models relevant
to the project hypothesis.
Student has considered
multiple alternative models
and provided substantial
justification for choosing the
appropriate Model(s) for the
required analysis.
Student extends previous research
using a progressive approach to
the problem. Analysis is elegant
and original. Student
demonstrates under-standing of
the nuances of the data and the
problem and elaborates on the
relevant issues. Student makes a
contribution to the current
understanding of the issues
involved.

Student demonstrates a
substantial understanding
of how finance knowledge
is created through research
and data analysis. Project
successfully adds to
finance knowledge.
Student demonstrates strong
programming skills, and knowledge
of financial databases, retrieval of
data and analysis of large data sets.
Student understands weaknesses
and limits of the data and the
analysis methodology used.
2 - Meets
Requirements
Student has sufficient
understanding of financial
theories and models relevant
to project hypothesis. Student
is able to select appropriate
models for required analysis.
Student employs standard
techniques to replicate previous
study. Analysis and data are
sufficient. Student demonstrates a
rudimentary understanding of the
data and the problem.

Student demonstrates a
sufficient understanding of
how finance knowledge is
created through research and
data analysis. Project
reinforces current finance
knowledge, but does not add
to it.
Student has sufficient programing
skills and dataset knowledge for the
project. Student is able to access
data appropriate for project, but has
only basic knowledge of
weaknesses and limits of the data
and analysis methodology used.

1 Unsatisfactory Student has minimal
understanding of financial
theories and models relevant
to project hypothesis. Student
has trouble selecting best
models for required analysis.
Student has trouble replicating
project study without assistance.
Analysis and/or data are
inappropriate. Student
demonstrates little understanding
of the data and the problem.

Student has an insufficient
understanding of how
finance knowledge is
created through research and
data analysis. Project does
not add to or reinforce
current finance knowledge.
Student has insufficient programing
skills and dataset knowledge for the
project. Student is unable to access
data without assistance, and has no
understanding of weaknesses and
limits of the data and analysis
methodology used.
Score (circle one) 1 2 3 1 2 3 1 2 3 1 2 3
Total -

Student: __________________ Reviewer:_________________ Date: _____________

Rubric for Assessing MMF Students Teamwork Skills
(FIN 909 Masters Project)

Dimensions Project Planning & Results Team Management and Mechanics Team Interaction
3 Exceeds
Requirements
Team members clearly understand
each members knowledge and
expertise, and effectively utilize each
members skill set. Team agrees
upon project focus, establishes
written goals and contingency plans.
Teams output is integrated and
cohesive, of high quality and
professional.
Team has a clear statement of expectations
for each team member and has
mechanisms in place to communicate and
check progress. Each team member offers
and accepts constructive criticism and
feedback. Team is able to resolve conflict
effectively through negotiation and
compromise. Each team member makes a
significant contribution.
Team members actively listen to other
members ideas. Team members are each
given discussion time and collaborate
together on information and ideas.
Discussions and questions are encouraged
and alternate viewpoints entertained.
Team members show courtesy and respect
to other team members. Team members
share the leadership role.
2 - Meets
Requirements
Team members are aware of each
members knowledge and expertise but
do not effectively utilize each
members skill set. Team agrees upon
project focus, but does not establish
written goals and contingency plans.
Teams output is only roughly
integrated or of moderate quality and
professionalism.
Team has a general statement of
expectations for each team member, has
basic mechanisms in place to
communicate and check progress. Some
team members are reluctant to offer or
accept constructive criticism and feedback.
Decisions are made inconsistently. One
team member may contribute more than
the other(s).
Team members listen to other members
ideas but may not interact effectively.
Team members occasionally discuss and
collaborate on information and ideas.
Team members are generally courteous
and respectful to each other. One member
is the agreed upon leader.
1 Unsatisfactory Team members are not aware of each
members knowledge and expertise
nor do they utilize each members skill
set. Team has difficulty agreeing upon
project focus. Teams output is not
integrated nor of moderate quality and
professional.
Team does not have a statement of
expectations for each team member, nor a
process in place to communicate and check
progress. Team members do not offer or
accept constructive criticism and feedback.
Decisions are not made or are made
inconsistently. One team member controls
the project.
Team members struggle to listen to other
members ideas and do not interact
effectively. Team members rarely discuss
and collaborate on information and ideas.
An atmosphere of open communication
has not been established. One member is
clearly the dominate leader.
Score (circle one) 1 2 3 1 2 3 1 2 3
Total -