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Business Analytics OPRE 605
Summer 2022
University of Baltimore
Merrick School of Business
Day and Time: Asynchronous ONLINE
2
Start and End Dates: June 6 – July 8
Location: Asynchronous with no specific meeting times
Instructor: Mark A. Arvisais, PhD
Contact Information:
Email: [email protected]
Email is the best way to reach me
“Office Hour” Meetings by Zoom: There are no set office hour
times. However, I am available to
meet and review course content via Zoom if you are having
difficulty with homework problems or final
project. Request appointments via University of Baltimore
email. Once we have agreed to a time send
me a Zoom link. Be prepared to share your Excel work before

and or during the meeting using the share
screen functionality. Camera must be switched on during the
meeting (use built-in Zoom alternate
background if preferred).
Course Description: Explores business analytics and its
applications to management decision-
making for a range of business situations. Covers problem
structuring; big data; data mining;
optimization; computer simulation; decision analysis; and
predictive modeling.
Prerequisites: OPRE 504 or OPRE 505 and OPRE 506 or
equivalent or permission of the
M.B.A. program director. Therefore, this course assumes
students have a solid knowledge of
statistics and Excel covered in chapters 2 – 7 in the Evans text.
These chapters review material
learned in the prerequisite courses.
Assignments and Problems: Quantitative courses are
challenging. This course requires a
significant amount of study and effort to complete. Stay on top
of the work since it is easy to fall
behind.
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The course uses two foundational systems as platforms for
course delivery – Sakai and
Pearson’s MyLab
Sakai: On Sakai you will find the following: (1) Lesson plan,

(2) Supporting and
supplemental materials including lecture and problem walk-
through recordings (3)
Grade center, (4) Data Set Submission link for the final project
and (5) Graded Final
Project details and submission location.
Pearson’s MyLab Statistics: On MyLab you will find the
following: (1) PowerPoint
decks for all chapters (see Accessible Resources>accessible
PowerPoint slides), (2)
Ungraded homework practice questions, (3) Graded weekly
quizzes (See Assignments
on MyLab). Take quizzes on a PC not on tablet or phone. The
student needs to make
certain he or she is working within a stable internet
environment when taking a quiz.
Interruptions may lead to a submission failure and delays
resulting in a zero or bad
grade.
Optional External Add-In to Excel: Frontline Solver
Standard Windows based Excel is all that is necessary for this
class. However, you can
enhance Excel’s functionality with the Frontline
Solver/Analytic Solver add-in. You can
purchase a 140-day access for $25.00. There are places in the
text and PowerPoint slides that
references Frontline Solver and its function called XLMiner. If
you decide to make this
purchase let me know so I can get a code from the publisher.
Do not confuse the Frontline Solver purchase with Excel’s
standard built-in solver function. You
will use Excel’s solver function in Chapters 13+ (no purchase

necessary).
Student Learning Outcomes:
After completing this course, students will be able to:
1. Appraise the role of business analytics in organizations, the
decision-making life cycle in
business, model building techniques, model solving techniques,
interpretation of results from
business models and cutting-edge business analytics tools
2. Formulate business problem, choose theoretical framework,
and decide appropriate decision
modeling techniques for given business management situations,
assess the limitations of
models and the appropriateness of modeling environments
3. Apply predictive modeling to transform data into predictive
insights to guide the decision
making process and reach improved business outcomes.
4. Propose and build optimization and simulation models as
effective business decision making
procedures for managerial decision making.
5. Integrate critical thinking, problem solving and
communication skills in the assessment of
real world business situations to transform data into models,
solve them, and convey findings in
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a business professional manner.
Required Course Materials:
1. Textbook: James Evans, Business Analytics, 3rd edition,
Pearson Education, Pearson. Ebook
and MyLab ISBN: 9780135962817 Set up access as early as
possible. Access to MyLab is
through Sakai only. A MyLab quiz is due the first week and you
must have access to
complete.
2. Computer with Microsoft Excel. As a UB student, you can
install Microsoft Excel on your
personal machine. Video demonstrations are recorded on a
Windows machine but any
computer with Excel and the standard Excel Solver add-in is
acceptable.
Course Requirements/Assignments:
The basic framework and due dates for this course are as
follows:
Optional Ungraded Practice Problems on MyLab
34% Ungraded practice problems are available for all chapters
covered in the course. Students
may work with colleague(s) on the ungraded problems.
Graded Individual Assignments
54% Required Graded Weekly Quizzes on MyLab (Most are due
on Sunday each week)
64% Required Graded Final Project on Sakai: Written Case

Solution
and Excel Submission
74% Students must get the data set selected approved the first
week of the semester (see
assignment link on Sakai. There is a small amount extra credit
if submitted on time.
The graded assignments are open book, open notes, open video,
etc. and emphasize
application of knowledge.
Do not post anything about the quizzes or final exam to the
Public Forum Discussions Board.
Use the Forum to ask questions about ungraded problems, book
examples or questions at the
end of the chapters.
All graded assignments are individual assignments.
MyLab Quiz Taking

It is necessary to work on a stable internet environment.
Once you see a graded question in MyLab, it must be answered
before moving forward. Failing
to do this will result in a zero for all questions or question parts
bypassed. There is no option to
reverse this. Stated differently, do not be tempted to scan the
whole quiz first and then to start
– otherwise it will result in a failure on every incomplete
question or question part. If you see it,
complete it!
Integrated Flexibility in MyLab by Assessment Type
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Type Allowances
Ungraded MyLab Practice
Questions
Unlimited opportunity to answer a question

correctly
Answers to questions provided
Weekly MyLab Graded Quizzes Two (2) attempts to answer a
question correctly
Save for later option available (see caution
message above about MyLab Test Taking)
Feedback on the correctness of the answer
Partial credit included
No time limit
Late work accepted – 25% per day penalty
Attendance Policy
Class attendance is required. In that this is an asynchronous on-
line course, attendance is
measured by completing the weekly graded assignments, and
accessing Sakai regularly
Late Work Policy
Practice questions are optional – lateness policy not applicable
Weekly quizzes – MyLab allows for lateness with a 25% per day
penalty starting at the
moment after it is due. The penalty applies to the whole

question
Final Project – late work is not accepted
Students may request late submission, in advance, for
documented medical or family
emergency provided the request is 24 hours before the due date,
if practical. The decision
is at the sole discretion of the faculty member
Unless otherwise announced, weather events do not change due
dates.
Grading Evaluation
Mylab Weekly Graded Quizzes 70% (700 points)
54% Typically, 2 - 5 multi-part problems per week
MyLab Graded Final Project 30% (300 points)
54% Case and Excel Submission
All graded assignments in the course are individual
assignments.
Extra credit is not offered in the course. However, students will
earn a small number of extra

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points for correct answers to the ungraded optional practice
questions found on MyLab. The
deadline for submitting ungraded practice questions is 7-5-22.
These questions are optional
but are well worth the effort and useful in preparing for the
quizzes and final project. The
additional earned points for the ungraded assignments are
entered to the Sakai grade system
once at the end of the semester. Further, students can earn a
small extra credit amount for
submitting the final project data set to Sakai for approval before
the end of the first week of the
class (see assignment link on Sakai)
Keeping Track of Grades
All grades are posted in Sakai as the course progresses.
Students should check their grades
periodically and notify the instructor immediately if they notice

any discrepancy. Grades on
MyLab automatically transfer to the Sakai Grade Center.
Grade Scale: Due to quirks in the MyLab system this class is
based on 1000 points (100% or
1000 points). Grade scale brackets follow university policy for
undergraduates (see catalog): A
95-100 (950 – 1000), A- 90-94 (900 – 940), B+ 87-89 (870 –
890), B 84-86 (840 – 860), B- 80-
83 (800 – 830), C+ 77-79 (770 – 790), C 70-76 (700 – 760), C-
65-69 (650 – 690), F 0-64 (0 –
640). Rounding is applied. A letter grade of D is not available
in graduate school.
Summary Tentative Course Schedule
The course schedule, including content and topics, is subject to
change at the sole discretion of the
faculty member. A detailed lesson plan is located on Sakai.
Week Readings and Study Topic(s) Graded Items
1 -Evans: Ch
2,3,4,5,6,7

-MyLab Practice
Problems
-Evans: Ch 1
-MyLab Practice
Problems
-Prerequisite Review
-Intro to Business
Analytics
(1) MyLab Quiz
(2) Submit final
project data set for
approval (small extra
credit available if
completed first week)
2 -Evans: Ch 8 & 9

-MyLab Practice
Problems
-Predictive Analytics:
-Trendline and
Regression
-Predictive Analytics:
Forecasting
(1) MyLab Quiz
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3 -Evans: Ch 10 & 11
-MyLab Practice
Problems
-Data Mining &

Spreadsheet
Modeling
(1) MyLab Quiz
4 -Evans Ch 12 & 13
-MyLab Practice
Problems
-Simulation & Risk
Analysis
-Optimization
(1) MyLab Quiz
5 Final Project (See
Sakai)
Submit Final Project
to Sakai. Two
Submissions: (1)
Written Report and
(2) supporting Excel

document
Rubrics for
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Syllabus Addendum
Student Success Resources
Important Technology Information:
Please take a look at this information if you have not already
done so.
http://www.ubalt.edu/about-ub/offices-and-services/technology-
services/faqs/remote-
work/index.cfm
Laptop or loaner requests for students:
Students must submit a form online or call the Call Center. The

form can be found here:
https://ubalt.teamdynamix.com/TDClient/1799/Portal/Requests/
ServiceDet?ID=42630
Free or affordable internet options:
Please note students should sign-up ASAP because we are
finding that in some cases, it may
take up to a month to get installed (per OTS). They can also
apply for CARES monies for this
support. http://www.ubalt.edu/about-ub/offices-and-
services/technology-services/faqs/remote-
work/isp-options.cfm
UB CARES Grant:
The Office of Financial Aid oversees the CARES Grant
application process and the Office of
Student Support in SSSS oversees the UB Student Emergency
Assistance Fund.
UB Student Emergency Assistance Fund:
http://www.ubalt.edu/about-ub/offices-and-services/dean-of-

students/UB%20Student%20Emergency%20Grant%20Fund.cfm
Student Resource List that will continuously be updated by
SSSS:
http://www.ubalt.edu/about-ub/offices-and-
services/avpforsa/student-resources-pandemic.cfm
Online Preparedness for Students:
https://ubonline.ubalt.edu/portal/site/9e53a16a-69ff-4ae5-8d0c-
01c46f1ed466/tool/9079df6c-
d384-40c7-a8f0-
09e74f2a5140?_ga=2.125880526.29291235.1597672351-
755377116.1564108295
Office of Disability and Access Services:
http://www.ubalt.edu/campus-life/center-for-educational-
access/index.cfm
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Student Assistance Program:
UB's Student Assistance Program (SAP) remains accessible to
students and provides them
with free, confidential, accessible support to manage life's
challenges and stay healthy and
safe while at UB. http://www.ubalt.edu/about-ub/offices-and-
services/dean-of-
students/sap/index.cfm 5 RLB Library
UB Resources for Students
Academic and support resources for all students at UB include
but are not limited to:
RLB Library
1420 Maryland Ave.
[email protected]
410.837.4260
The RLB Library is the center for academic support at UB. The
library supports students’

research and information literacy skills. Academic Success
programs include free tutoring,
writing consultations, math/statistics support, computer skills
workshops, research
consultations, and coaching for undergraduate and graduate
students alike. The OWL (Online
Writing Link) offers customized feedback on papers through
MyUB.
Librarians can work with you to improve strategies for locating,
evaluating, and using
information. Use the library website to search for books,
articles and movies; access
databases; see if your textbook is on reserve; follow guided
tutorials; or chat with a librarian.
The library is home to a large computer lab, a digital design lab,
a video and board game
library, practice presentation rooms, reservable group study
rooms, individual study spaces,
and in-person help most hours, including nights and weekends.
Many services are also available online, 24/7 – see the website
for details or email:
[email protected][email protected]

Click on in MyUB to make an appointment or reserve a study
room. 6
Disability & Access Services
Academic Center 111
[email protected]
04/07/2022, 3:19 AM
Page 8 of 14
410.837.4775
Disability and Access Services strives to help our students meet
their academic potential
unhindered by disabilities. If you have a documented disability
(permanent or temporary) that
requires accommodations, please contact DAS. The office
provides reasonable and
appropriate accommodations for students who have documented
disabilities.

Student Assistance Program
To Contact the SAP: 1.800.327.2251 www.portal.bhsonline.com
Username: UBALT
Download the App by searching BHSAPP in the App Store or
Google Play for more
information visit www.ubalt.edu/StudentAssistance The Student
Assistance Program
(SAP) provides students with access to confidential, accessible
support to manage life’s
challenges. The SAP offers personal counseling and
consultation on variety of topics including
family concerns, academic skills, finances, substance abuse,
legal consultations, childcare,
and elder care. The SAP is available to all current UB students.
If you have any questions,
contact Clinical Case Manager Tony DuLaney at
[email protected] or 410.837.4755.
Office of Student Support
Academic Center 112

[email protected]
410.837.4755
The Office of Student Support is committed to providing a
holistic educational experience for all
students. The Office assists University of Baltimore (UB)
students to develop high standards of
conduct, cultivate meaningful relationships, build resiliency,
obtain equity through accessibility,
and practice advocacy. Through collaborations with campus and
community partners the office
supports students as they navigate the university experience.
University Police
Charles Royal Bldg. 200
[email protected]
410.837.5529 7
EMERGENCY PHONE: 410.837.4444 Relay users dial 7-1-1
From time to time, the weather, power outages, and other
factors play a role in the daily life of
the UB campus. Emergency announcements are communicated

via the UB home page;
campus emails (to UB email addresses); the emergency
notification phone line
04/07/2022, 3:19 AM
Page 9 of 14
(410.837.4201); local media outlets; and the emergency Campus
Text Alert System. Students,
faculty, and staff are strongly encouraged to register for this
emergency notification system.
Once registered, you will be alerted to any emergency on
campus regardless of where you are
—on, off, or enroute to campus. Sign up for the Campus Text
Alert System through the tools in
the MyUB portal.
UB Sakai and Technical Support
[email protected]
1.855.501.0856 (toll-free)
Having trouble with Sakai? Call, email, or use our live chat for

Sakai Support, available 24/7.
You will speak with a Sakai Technician who will provide
immediate assistance to help resolve
your problem or connect you with another staff member who
can provide additional support.
Office of Technology Services
Academic Center 101
[email protected]
410.837.6262
The Office of Technology Services (OTS) provides overall
technology support to the UB
community including computer labs for students in all major
buildings. There is a specific guide
for IT for Students. An equipment borrowing program exists,
with technology such as laptops
and cameras available for free sign-out by students for use with
projects and course work. If an
instructor indicates that a student needs to use or purchase a
certain software package,
students are encouraged to review Software for Students or to
contact the OTS Call Center at

410-837-6262 and ask if it is already available for student use.
All students have free access to
Microsoft Office 365 and SPSS for their personal devices and
use of Adobe software products
via campus computer labs.
UB Campus Pantry
Student Center Room 202 A
[email protected]
410.837.4076
The University of Baltimore Campus Pantry was founded on the
idea that no member of the
campus community should experience hunger. The pantry
provides critical food assistance and
resources, as well as outreach and volunteer opportunities. It is
supported through the
generosity of campus and community members and benefits
from strong partnerships.
04/07/2022, 3:19 AM
Page 10 of 14

Textbooks Students must order all textbooks online, except for
a few courses which use
“course packets” available for purchase at the Hive on the first
floor of the Student Center. For
orders over $59, textbooks are mailed for free to a student’s
home or workplace. Detailed
instructions and FAQ are provided online. Financial Aid may be
used to purchase textbooks
online, as well as school supplies, computers, course packets
and other necessities at the
Hive; FAQs provide details. Many courses provide e-reserves
through the library to provide
access to readings for the first week of the course.
The Hive, the campus store located in the Student Center, does
not stock copies of textbooks,
but does have course packets, UB spirit wear, snacks, and a
coffee bar.
Explanation of textbook and campus store credit:
http://www.ubalt.edu/about-ub/offices-and-
services/auxiliary/bookstore/Textbook-and-Supplies-

Credit.cfm
FAQ:
https://www.ubalt.edu/about-ub/offices-and-
services/auxiliary/bookstore/bookstore-credit-
FAQ.cfm
Policies and Procedures Related to Courses
Academic Integrity
The University of Baltimore (UB) is a community comprised of
students, faculty, administrators,
and staff who share a commitment to learning. Exceptional
academic honesty is essential to
the university’s mission of learning, scholarship, and integrity.
We believe:
▪
Honesty is the foundation of personal integrity.
▪

Honesty promotes substantive learning.
▪
Honesty validates the recognition of scholarly achievement.
▪
Honesty demonstrates respect for the work of others and
enables effective cooperation.
All members of our community share responsibility for actively
fostering academic honesty,
actively discouraging academic dishonesty, and engaging in
ongoing discussion of activities
that may violate the spirit of honesty.
The Academic Integrity Policy provides information regarding
behaviors that violate the
academic standards at UB. These behaviors include, but are not
limited to, plagiarism,
cheating, falsification, and facilitation. Violations of the policy
will likely result in charges which
can lead to a failing grade on an assignment, a failing grade in
the course, or even suspension

from UB. All UB students are responsible for understanding
their obligations under this policy. 9
04/07/2022, 3:19 AM
Page 11 of 14
Students with questions about the appropriate use of materials
or manner in which work should
be done should speak with their professor or seek guidance from
other resources at the
university (i.e. Achievement and Learning Center or staff within
the Langsdale Library).
Plagiarism Tutorial
All undergraduate and graduate students are required to take
UB’s Plagiarism Tutorial before
the end of their first semester at UB. Failure to complete the
tutorial will preclude a student
from registering for the next semester.
Turnitin

As a part of an institution-wide effort to ensure the originality
of student work, UB licenses
Turnitin, a commercial text-matching service that analyzes
students’ submissions against its
own archive of student papers, articles, and web sites to report
on student originality and
identify possible plagiarism. All UB faculty members reserve
the right to use this or other
measures to evaluate student work for originality and for correct
attribution.
Attendance During Drop/Add Period
UB drops students from a class roster who do not:
(a) participate in the face-to-face or online class by the end of
the drop/add date, or
(b) have Office of the Registrar permission to be added to a
class after the drop/add date.
Students must notify the course instructor immedia tely upon
obtaining permission and must
participate in class as soon as possible.

Once a student is registered and the drop/add date has passed,
UB does not drop for
nonattendance, but there are consequences for students missing
classes. Students are subject
to the university and class attendance policies.
Code of Conduct
Students are expected to maintain a high standard of conduct
both within and outside the
classroom. Since the university's role is to provide the best
possible atmosphere for learning,
growth, and development, individuals who violate its policies
and expectations are subject to
review and possible university sanctions. The Student Rights
and Responsibilities Guide
outlines the university’s expectations of students, discusses
relevant policies of which students
should be aware, and details the processes students will work
through should there be
allegations of a potential violation.
University behavioral expectations have been outlined in the
Student Rights and

04/07/2022, 3:19 AM
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Responsibilities Guide under the Student Code of Conduct.
Students are required to maintain
these standards both on and off campus; failure to be aware of
these expectations is not
accepted as an excuse for violations. The Office of Student
Support is responsible for the
oversight and facilitation of the adjudication of concerns
regarding potential Code of Conduct
violations.
Title IX Sexual Harassment and Sexual Misconduct Policy
UB has clear policies and procedures related to Title IX and
nondiscrimination policies. The
university’s Sexual Harassment and Sexual Misconduct policies
are compliant with Federal
laws prohibiting discrimination. Title IX requires that faculty,
student employees, and staff
members report any known, learned, or rumored incidents of sex
discrimination, including

sexual 10 harassment, sexual misconduct, stalking on the basis
of sex, dating/intimate partner
violence, or sexual exploitation and/or related experiences or
incidents.
Privacy Act
Public Law 93-380 (Family Educational Rights and Privacy Act
of 1974, also known as the “The
Buckley Amendment”) provides certain rights to students (and,
in some cases, parents)
concerning access to educational records. For more specific
information on your privacy rights,
visit the FERPA for Students website).
Academic Accommodations for Students with Disabilities
UB’s Office of Disability & Access Services (DAS) ensures that
all UB students can achieve
their academic potential unhindered by any disabilities. If you
have a documented disability
(either temporary or permanent) that requires accommodations,
please contact the DAS. The
center provides reasonable and appropriate accommodations for
students who have

documented disabilities.
Grade Challenges
Students have the right to a grade based on their actual course
performance as compared to
an articulated standard that is applied to all those taking a
course. Each instructor must
therefore be able to articulate a uniform, identifiable standard
that is applied in calculating any
part of a student's course grade. That standard must relate to the
course syllabus, academic
instruction, and the assignments and materials that were
provided to the class. The university’s
policies and procedures related to grade challenges detail the
processes to follow for students
who have a grade challenge.
Mid-Semester Progress Reporting for Undergraduates
Mid-Semester Progress Reports will be issued for all
undergraduate students halfway through
the semester. Students may earn a grade of S/Satisfactory –
which means you are passing the

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class with a C or better; a grade of NS/Not Satisfactory – which
means your grade is a C- or
lower; or a grade of FA/Failure due to absences. Mid-Semester
grades do not appear on
student transcripts and are not calculated as part of a student’s
Grade Point Average (GPA).
Students who earn a grade of NS or FA should contact their
professor and advisor to discuss
ways to improve their performance.
Incomplete Grades and Requests
An Incomplete (INC) grade may be granted to a student at the
discretion of the instructor and
the appropriate dean’s office when the student encounters
unanticipated extenuating
circumstances (for example, hospitalization) that temporarily
prevent the student from
completing required coursework. The student and faculty
member must agree upon the

Incomplete before term grades are due, and the student should
petition for the Incomplete as
soon as the unanticipated circumstances are recognized.1
1 In the Yale Gordon College of Arts & Sciences, an Incomplete
grade will not be considered
prior to the official WD deadline. Documentation is required to
officially issue the Incomplete,
including a contract signed by the instructor and the student
detailing due dates for all
remaining work to be completed. 11
Incomplete coursework must be completed by specific
deadlines: the university catalog
outlines the timeline for an incomplete to convert to an F grade
if work is not completed in a
timely way. Please see specific dates on the University’s
Academic Calendar.
04/07/2022, 3:19 AM
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Question 1
Consider a project that you have been involved with or aware of

that you consider to be highly complex. What made it a complex
project? Did it succeed? Why, or why not?
Your journal entry must be at least 200 words in length. No
references or citations are necessary.
Question 2
Consider a notable example of a project in your work or
personal life that failed specifically because the initial scope,
schedule, and budget estimates were inaccurate. Briefly
describe the project; state what you think went wrong with
respect to the estimate, what problems the faulty estimate
caused, and what you recommend that should have been done
instead.
Question 3
Consider a sequence of activities that you have encountered in
your daily life and briefly describe it. Would you be able to
identify the critical path associated with these activities by
inspection, or, alternatively, would you need to perform
calculations? Provide your opinion and explain your rationale.

Question 4
Consider a schedule in daily life that you lived through and that
in your view would benefit from modeling using program
evaluation and review technique (PERT), a Monte Carlo
analysis, or both. Describe the schedule, and explain why
modeling the schedule would have assisted in managing the
schedule risk and why taking the trouble to model the schedule
would have made a difference.
Question 5
Consider a situation in your place of work or daily life where a
serious incident occurred that was related to a risk that escaped
notice. Briefly describe what happened and the nature of the
risk that was not identified. What could have been done
differently, and had the risk been identified, what trade-offs
could have been initiated?
Question 6

Think of a time when you needed to monitor and report
progress, but you did not have the ability to implement earned
value metrics (EVM). How did you measure and provide an
accurate and unambiguous account of project progress? What
were the limitations?
Question 7
Consider a situation in your workplace or in daily life where
you had to complete a series of activities in half the time that
you originally planned. Describe what it was, how you did it,
and if you brought in extra help to do it. Also, were you
successful at achieving the revised target? What, if anything,
went wrong?
Question 8
Identify a skill that you learned in this course, and expl ain how
you can apply it to increase success in your career in a real

world scenario.
Final Project OPRE 605 Grading Rubric Summer 2022
Inadequate – 1(0 - 50%)
Average – 2 (75%)
Good – 3 (85%)
Excellent – 4 (95%)
Introduction
(15% or 45 points)
Does not provide adequate background and or purpose for the
report.
Introductory information is adequate but clarity of objective
needs development
Introductory information is clear and professionally developed
Introduction is excellent: it is clear, engaging, and thorough. As
a reader, I know exactly what the report will provide

Data Analysis, Calculations, and Results Addressing Executive
Objectives
(30% or 90 points)
Data analysis not connected to purpose/objectives; presentation
and interpretation of results are inaccurate.
Insufficient application of concepts and calculations to address
objectives identified by executive
Zero score (0) if Excel missing
Data analysis needs to be stronger but is adequate. Results of
calculations stated, but not fully analyzed or interpreted.
Favors statement of results rather than interpretation and
analysis

Calculations are somewhat sufficient to meet objectives – i.e.
number of applied concepts and calculations
Data analysis is appropriate and relevant; presentation and
analysis of data is good.
Favors interpretation and analysis rather than statement of
results.
Sufficient application of concepts and calculations to address
objectives
Data analysis is appropriate and relevant; presentation and
analysis of data are professional, thorough, engaging, and
sophisticated.
Excellent job. More than sufficient interpretation and analysis
of results. Sufficient to address objectives
Conclusions and Recommendations Addressing Executive
Objectives (25% or 25 points)
Inadequate summary of results of analysis and no action
recommendations offered. Few insights Zero (0) score if not

provided.
Non-specific summary of results provided, and a start but
imprecise insights and recommendations.
Specific summary of results provided. Good insights,
connections to next steps and recommendations. Realistic
Summary of results and recommendations are excellent.
Demonstrates solid insights, connections to next steps and
recommendations. Realistic.
Report Format and Organization **
(5% or 15 points)
Sections are poorly organized.
Organizationally the report feels messy
Formatting errors exist.
Most necessary sections included but one or two are poorly
organized and organizationally needs improvement but could be
better.

Formatting errors exist.
All necessary sections included but organizationally the report
is professional and constructed with care.
Minimal formatting errors exist.
All necessary sections included, and effectively organized. No
formatting errors exist.
Visual Supplements Integrated
(5% or 15 points)
No visual supplements such as tables or graphs included.
Failure to include may lead to a zero (0)
Supplements included (graphs, tables, exhibits) but construction
needs improvement (labels, design, etc.)
Nearly enough supplements included. Formats a proper but not
complete
Right number of supplements included. Provides valuable
information that is clear, professionally presented, and
insightful. Constructed properly
Grammar

Mechanics
Sentences and Style
(10% or 30 points)
There are numerous grammatical errors exist and impede
meaning.
Report has numerous punctuation, spelling, or capitalization
errors.
Sentences contains many errors and impede meaning. Style is
not concise or professional.
Grammatical errors exist but generally don’t impede meaning.
Report has some punctuation, spelling, or capitalization errors.
Sentences contain some errors but do not impede meaning.
Style is generally concise and professional, but some additional
editing is warranted.
Few grammatical errors exist and do not impede meaning.
Report has a few punctuation, spelling, or capitalization errors.

Sentences contain few errors that do not impede meaning. Style
is concise and professional.
Both sentences and style are good. Editing and proofreading is
good.
No grammatical errors exist.
Report has no punctuation, spelling, or capitalization errors.
Sentences contain no errors and are diverse and sophisticated.
Style is concise and professional.
Care taken in the editing and proofreading of the report.
Excel
(10% or 30 points)
Excel document not complete
Excel infrequently used as quantitative tool
Difficult to interpret
Zero (0) if Excel not submitted

Somewhat complete
Somewhat modifiable, traceable, auditable, and readable
Somewhat uses Excel as a powerful quantitative tool
Interpretation accessible
Mostly complete
Mostly modifiable, traceable, auditable, and readable
Mostly uses Excel’s functionality as a powerful quantitative
tool
Mostly able to follow and interpret
Excellent
Modifiable, traceable, auditable, and readable

Uses Excel functionality to its full capability
Easy to follow and interpret
(100%)
** Construct the format of the report based on the report’s
needs not based on the rubric
Adopted from document originally developed for WRIT 300 –
Advanced Expository Writing

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