Make sure to use financial ratios to support your argument and help sell this idea to the lender.
There is a combination of POWERPOINT, EXCEL SPREADSHEETS and WORD
Module 05 Course Project – Performance Management Proposal-HR
You now have been tasked with Performance Management, another role and responsibility as a Human Resource Manager. It’s important to have a performance management plan set before the position is hired for. This is for a few reasons:
Reduces the chance of bias in a performance evaluation.
Reduces the chance of the performance evaluation not aligning to the position.
Sets expectations and standards that the new hire is aware of upfront.
Enables all persons of a position to be evaluated on the same criterion.
Since you are new as a Human Resource Manager, and the Claims Supervisor is a new position, you need to have a plan for a performance management system of the position. You are aware, from the job description, that it will require performance measurements that are both qualitative (text-based) and quantitative (numbers-based).
As the Human Resource Manager for Premium Auto Insurance, it is your role and responsibility to ensure you have a management performance system without bias, that is legal and ethical, and that the performance system aligns to the position.
Conduct academic research using the library’s databases, like Business Source Complete via EBSCO and Business via ProQuest, as well as reliable webpages and create a minimum 4 page proposal to the CEO in which you complete the following for approval of a performance management system for the new position, Claims Supervisor:
Description of the categories to be measured.
Description of ratings to be used.
Example of performance evaluation form.
Explanation for each of your recommendations.
Remember that this is a proposal. Make sure to format your paper properly for your proposal. A proposal is a persuasive document, so make sure to use proper language and tone. Remember, you are the HR Manager and you are writing to the CEO so use a tone in your proposal that is specific to your audience (the CEO).
Include an APA formatted reference page with at least 2 credible sources. Make sure to include APA in-text citations for any information used from outside sources.
important
A note about credible sources: Credible sources are reliable, accurate, and trustworthy. These sources are written by authors respected in their fields of study. You want to identify sources where the author of the article is listed; if they’ve referenced other sources, you should investigate those primary sources to ensure they accurately support the way in which they were used. Wikipedia is not considered a credible source.
tip
Rasmussen’s Library and Learning Services team has developed a variety of Guides to help support students’ academic endeavors. For this assignment, the Writing Guide and APA Guide may both be helpful. You will find links to these Guides on the Resources tab.
THIS IS A POWERPOINT
Module 05 Course Project – Presentation to Lender-Computer Class
YOU WILL NEED THE MODULE 4 (Above) Assignment
Analyze the pro forma statements and analysis created in the previous module and create a detailed PowerPoint presentation with speaker’s notes to demonstrate why the bank should give your company a loan. The amount requested and loan terms should be financially manageable and you need to justify the amount requested in your presentation. Your presentation should include:
A clear explanation of how much money is being requested from the lender and how the money will be used to expand the business.
General explanation of the business; who are the customers, where is it located, how long has it been in existence, etc.
An overview of the 12 Month Pro Forma Budgeted Income Statement created in the previous module with ratios.
An analysis of the year end income statement that includes key financial ratios.
An overview of the financial strengths and weaknesses of the company and an explanation of how those elements will be leveraged and minimized to ensure that the loan will be a good solid investment and financially manageable. Make sure to use financial ratios to support your argument and help sell this idea to the lender.
Finally, keep in mind that the audience of this presentation will be the lender and that the goal of this presentation is to sell the Cloud Ware company as a good investment to the potential lender.
See the Writing Guide for additional guidance on Power Point presentations and Course Projects.
Submit your completed assignment by following the directions linked below. Please check the Course Calendar for specific due dates
Module 06 Assignment – QuickBooks Exercises
In the Computer Accounting with QuickBooks Online textbook, complete and submit the following:
Chapter 10: Complete the chapter readings and activities. Complete Exercise 10-1. Submit the following reports for the dates given, exported to a single Microsoft Excel file, with each report on its own tab:
Journal (3/31/2019 – 3/31/2019)
Trial Balance (01/01/2019 – 03/31/2019)
Profit & Loss (01/01/2019 – 03/31/2019)
Balance Sheet (01/01/2019 – 03/31/2019)
Inventory Balance Summary (01/01/19 – 03/31/19)
Vendor Balance Summary (01/01/2019 – 03/31/2019)
Customer Balance Summary (01/01/2019 – 03/31/2019)
Submit your completed assignment by following the directions linked below. Please check the Course Calendar for specific due dates.
Save your assignment as a Microsoft Excel document. (Mac users, please remember to append the “.xlsx” extension to the filename.) The name of the file should be your first initial and last name, followed by an underscore and the name of the assignment, and an underscore and the date. An example is shown below:
Jstudent_exampleproblem_101504
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