Scoring Rubric for Oral Presentations: Example #4 Poor Excellent PRESENTATION SKILLS 1 2 3 4 5 Were the main ideas presented in an orderly and clear manner? Did the presentation fill the time allotted? Were the overheads/handouts appropriate and helpful to the audience? Did the talk maintain the interest of the audience? Was there a theme or take-home message to the presentation? Was the presenter responsive to audience questions? KNOWLEDGE BASE Was proper background information on the topic given? Was the material selected for presentation appropriate to the topic? Was enough essential information given to allow the audience to effectively evaluate the topic? Was irrelevant or filler information excluded? Did the presenter have a clear understanding of the material presented? CRITICL THINKING Were the main issues in this area clearly identified? Were both theoretical positions and empirical evidence presented? Were the strengths and weaknesses of these theories, and the methods used to gather this evidence adequately explained? Did the presenter make recommendations for further work in this area? Did the main conclusions of the presentation follow from the material presented? Were competing explanations or theories considered and dealt with properly? OVERALL IMPRESSION_______/ 15 COMMENTS TOTAL SCORE _______ / 100 BIS Memo I. Leave a Personal Comment Date: November 16, 2016 To: David Chung (Senior Actuarial Analyst at Large Accounts Pricing at Aviva Canada) Cc: There was no need of CC in this context From: Mr. ABC (junior actuarial analyst at Lombard International) Subject: Interested in your product development and benchmarking techniques Mr. David, thank you accepting my request to join you on your professional network. I have completed my graduate degree in business information systems. Nonetheless, I am pursuing my career in actuarial sciences. Currently, I am working a junior actuarial analyst at Lombard International. I have viewed your profile and it seems very impressive to me. You have very diversified skills in resolving actuarial related issues. Moreover, I am inspired from your product development and benchmarking technique. These days, I am working on benchmarking and product development project for my Chinese clients. I need your help as I am facing some issues in evaluating best benchmarking techniques. Moreover, the investor has a limited budget to inaugurate its product in Chinese market. I do not have extensive and in-depth knowledge regarding cultural and industrial environment of China. I have observed through your profile that you have previously worked as an actuarial analyst in which you resolved issues related to bid development, pricing, product development, benchmarking, research and analysis in Chinese market in a very sophisticated manner. I have knowledge of certain types .

1. Scoring Rubric for Oral Presentations: Example #4
Poor Excellent
PRESENTATION SKILLS 1 2 3 4 5
Were the main ideas presented in an orderly and clear
manner?
Did the presentation fill the time allotted?
Were the overheads/handouts appropriate and helpful to
the audience?
Did the talk maintain the interest of the audience?
Was there a theme or take-home message to the
presentation?
Was the presenter responsive to audience questions?
KNOWLEDGE BASE
Was proper background information on the topic given?
Was the material selected for presentation appropriate to
the topic?
Was enough essential information given to allow the
audience to effectively
evaluate the topic?
Was irrelevant or filler information excluded?
Did the presenter have a clear understanding of the
material presented?
CRITICL THINKING
Were the main issues in this area clearly identified?
Were both theoretical positions and empirical evidence

2. presented?
Were the strengths and weaknesses of these theories, and
the methods used to
gather this evidence adequately explained?
Did the presenter make recommendations for further work
in this area?
Did the main conclusions of the presentation follow from
the material presented?
Were competing explanations or theories considered and
dealt with properly?
OVERALL IMPRESSION_______/ 15
COMMENTS
TOTAL SCORE _______ / 100
BIS Memo
I. Leave a Personal Comment
Date: November 16, 2016
To: David Chung (Senior Actuarial Analyst at Large Accounts
Pricing at Aviva Canada)
Cc: There was no need of CC in this context
From: Mr. ABC (junior actuarial analyst at Lombard
International)
Subject: Interested in your product development and
benchmarking techniques
Mr. David, thank you accepting my request to join you on your
professional network. I have completed my graduate degree in
business information systems. Nonetheless, I am pursuing my
career in actuarial sciences. Currently, I am working a junior

3. actuarial analyst at Lombard International. I have viewed your
profile and it seems very impressive to me. You have very
diversified skills in resolving actuarial related issues.
Moreover, I am inspired from your product development and
benchmarking technique. These days, I am working on
benchmarking and product development project for my Chinese
clients. I need your help as I am facing some issues in
evaluating best benchmarking techniques. Moreover, the
investor has a limited budget to inaugurate its product in
Chinese market. I do not have extensive and in-depth knowledge
regarding cultural and industrial environment of China.
I have observed through your profile that you have previously
worked as an actuarial analyst in which you resolved issues
related to bid development, pricing, product development,
benchmarking, research and analysis in Chinese market in a
very sophisticated manner. I have knowledge of certain types of
benchmarking such as collaborative benchmarking, SWOT,
internal benchmarking, generic benchmarking, competitive
benchmarking and peer benchmarking. However, I am confused
that which is most adequate technique for the Chinese market?
In addition, I have searched on internet and also asked my
colleagues regarding some other techniques. However, these
techniques are very conventional and I do not think so that any
conventional technique will be appropriate for a well-developed
market. Therefore, kindly help me choosing most innovative
technique to fulfill the demands of my client. Secondly, I have
list of product development technique but I am not sure which
one will be most suitable for my client. Kindly have a look on
the list below and recommend me most appropriate techniques.
· Conjoint analysis
· Actions steps
· Blind tests
· Bootstrapping
· Core benefit proposition
· Delphi methods
· Expert opinion surveys

4. · Formal planning
· Intention Surveys
· Multi-dimensional scaling
· Parallel processing
· Portfolio matrix
· Stakeholder analysis
If you want to recommend me any other technique regardless of
this list, then it will be great favor from your side. I will wait
for your earnest response.
This is the memo which I have written to David Cheng.
Currently, he is working as senior actuarial analyst at Large
Accounts Pricing at Aviva Canada. Previously, he has worked at
RBC Insurance and Munich Re Canada. Prior to working in
Canada, he has extensive experience of working in various
corporations in China. He completed his graduation from
University of Waterloo.
II. Joint Directory
I also developed my signature to build relationship with the
people in the same field. I have joined several blogs and social
media focus groups and proposed them solution for the
problems they were facing. Moreover, I joined the directory
developed by actuaries.org.uk in which there are lots of senior
actuarial analysts. However, as I am fresher in this field so I
offered them to provide my service voluntarily in any sense. My
signature is as below:
III. Signature
Mr. ABC
Junior actuarial analyst
Lombard International
[email protected]
lombardinternational.com
“The strength to be there”
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5. Oral Presentation Requirements
Pick an ethical issue either from a current event in the news or
website, or you can choose any item from your textbook. If you
choose an item from the textbook please just let me know the
page number.
Analyze the issue. What is the issue? What is the conflict? What
is the dilemma? Analyze this ethical issue using the four ethical
theories. What are the strengths? What are the weaknesses?
What theory would you choose? If there was a resolution, do
you feel it was correct? If not, what do you think should be
done if this is an ongoing issue? Trust vs. Loyalty? Is truth best
or loyalty? Which one is this? Is this short term or long term? Is
this a short term or long term issue? Is this case of dispensing
justice or dispensing mercy? Does the decision made affect an
individual or a community?
Remember that for your Oral Presentation you must speak for at
least 10 minutes.