BDI3C Evaluation Rubric For Entrepreneurial Venture Plan

Evaluation Rubric for Entrepreneurial Venture Plan
This rubric may be used for self-assessment and peer feedback. The project grade will be based upon the following evaluation scale:
A - Exemplary: 184-230points
C & D - Partially Proficient or Incomplete: 115-160 points
B - Proficient: 161-183 points
F : Needs to be resubmitted - less than 115 points
ACTIVITY
Level 4
Level 3
Level 2
Level 1
INTRODUCTION-SECTION 1
Executive
Summary
13-15 points
Excellent use of language.
Convincing style.
No more than 2 pages.
All elements included.
11-12 points
All 7 points included.
Well laid out & logical.
Clear and concise.
9-10 points
Most parts of plan
briefly mentioned.
Table of contents
included.
Some effort to make
material concise.
0-8 points
Cover sheet done.
Brief description of
some areas of the
plan included.
Lacking in clarity
and/or consiseness.
Mission Statement
4-5 points
Well written.
Logical.
Well summarized and
excellent discussion of
points.
3-4 points
Excellent discussion of
venture type,
products/services and
venture philosophy.
Points well summarized.
2-3 points
All points covered in
limited detail..
Most points covered,
but some material
missing.
0-2 points
Brief description of
some of the 3
elements included.
MARKETING SECTION 2
Marketing
Research
8-10 points
Excellent data analysis.
Excellent choices.
Exemplary summary of
secondary research.
7-8 points
Good analysis of data
including graphs.
Good summary of
relevant secondary
research.
5-6 points
Analysis of
questionnaire data
included.
Basic discussion of
secondary research.
0-4 points
Minimal evidence of
questionnaire and
secondary research.
Marketing:
Competitor
Analysis
8-10 points
Excellent understanding
of competition
demonstrated.
Complete plan shown
illustrating how venture
will counter competitive
threats.
7-8 points
Very good selection and
discussion of
competition.
Evidence of a plan to
compete.
5-6 points
Some selection and
discussion of
competition.
Some evidence of a
plan to compete.
0-4 points
Little selection and
discussion of
competition.
Minimal evidence of
a plan to compete
Marketing:
Target Market
8-10 points
Excellent identification of
one or more target
markets.
Logical description
and/or explanation.
7-8 points
Detailed and clear
understanding of target
market documented.
5-6 points
Some understanding of
target markets shown.
0-4 points
Minimal
identification of a
target market is
mentioned.
Marketing:
Sales Projection
8-10 points
of HI/MID/LO
projections shown.
Very clear presentation
and documentation.
7-8 points
Plausible HI/MID/LO
projections shown.
Clearly explained and
documented.
5-6 points
HI/MID/LO
projections shown.
Some explanation and
logic documented.
0-4 points
HI/MID/LO
projections shown.
Marketing:
4 Ps
Entrepreneurship
6 Ps
8-10 points
Evidence of superior
understanding of the 4 &
6 Ps
Much creativity
demonstrated.
Outstanding plan shown..
7-8 points
of the market shown.
Plan clearly shows the 4
& 6 Ps geared to the
target market.
5-6 points
Logical plan
documented.
Each of the 4 & 6 Ps
related to the target
market(s).
0-4 points
Each of the 4 Ps
mentioned.
Some planning
shown for all or
some of the 4 & 6
Ps relative to the
target market(s).
POINTS
ACTIVITY
Level 4
Level 3
Level 2
Level 1
RESOURCE ANALYSIS AND OPERATING STRATEGY SECTION 3 & 4

Operations /
Resources
13-15 points
Excellent and complete
plan.
All types of resources
considered (Material,
Human and Financial
Consumable and Fixed).
Buying vs. Leasing
considered and discussed
completely.
Suppliers well-identified.
Costs clearly identified.
11-12 points
Plan is clear and
complete.
Most types of resources
considered (Material,
Human and Financial
Consumable and Fixed).
Buying vs. Leasing
discussed.
Most suppliers
identified.
Most costs identified.
9-10 points
Plan is complete.
Some types of
resources considered
(Material, Human and
Financial
Consumable and
Fixed).
Buying vs. Leasing
mentioned.
Some suppliers
identified.
Some costs identified.
0-8 points
Plan exists.
A few types of
resources considered
(Material, Human
and Financial
Consumable and
Fixed).
Buying vs. Leasing
not discussed.
Few suppliers
identified.
Few costs identified.
Operating Plans
and Contingency
Plans
8-10 points
All points (Layout,
location, resources,
materials, hours,
employees) incorporated
in plan showing excellent
and efficient deployment
and utilization.
7-8 points
All points (Layout,
materials, hours,
employees) clearly
incorporated in plan in a
logical manner.
5-6 points
Most points (Layout,
materials, hours,
employees )
incorporated in plan in
a logical manner.
0-4 points
Some points (Layout,
materials, hours,
employees)
incorporated in plan.
SWOT Analysis
8-10 points
Excellent analysis.
All 4 categories covered
in superb detail.
7-8 points
Complete analysis.
All 4 categories covered.
All 4 categories related
to the venture with
insight.
5-6 points
SWOT analysis done.
Some understanding
shown of relationship
of categories to the
venture.
0-4 points
Minimal SWOT
analysis done.
A very basic
understanding shown
of venture SWOTs.
FINANCIAL SECTION SECTION 5

Capital
8-10 points
Excellent Capital analysis.
All 5 categories covered
in superb detail.
shown of equity and debt
financing for the venture.
7-8 points
Complete Capital
analysis.
All 5 points covered.
All 5 points related to
the equity and debt
financing.
5-6 points
Capital analysis done.
Some understanding
shown of equity and
debt financing for the
venture.
0-4 points
Minimal Capital
analysis done.
A very basic
understanding shown
of venture
capitalization.
Finance:
Balance Sheets
13-15 points
Flawless opening and
closing balance sheets for
one year.
Professional presentation
style.
11-12 points
Neat and detailed.
All important elements
identified and make
sense.
Clear presentation style.
9-10 points
Logical and neat.
The numbers work
properly.
Most elements make
sense.
0-8 points
Some attention to
neatness and logic.
Minimal detail.
Some elements make
sense.
Finance:
Income
Statements
13-15 points
Flawless Income
Statements.
HI/MID/LO projections
included and fit superbly
for all elements of the
statements.
Well-documented
numbers.
Professional style.
11-12 points
Neat and detailed.
HI/MID/LO
projections included
and make sense for
most elements of the
statements.
Projections are
plausible.
Clear presentation style.
9-10 points
Logical and neat.
HI/MID/LO
projections included.
Some fit between
projection sequence.
Some elements make
sense.
0-8 points
Some attention to
neatness and logic.
Some attempt at
HI/MID/LO
projections.
Minimal detail.
A few elements make
sense.
POINTS
ACTIVITY
Level 4
Level 3
Level 2
Level 1
Appendices
16-20 points
Outstanding, creative and
professional
supplementary
information included,
such as marketing
analysis, marketing
brochures, technical
information, website
detail, charts, graphs etc.
14-15 points
Most relevant
supplementary
information included
and cross referenced to
the plan.
12-13 points
Most relevant
supplementary
information included
and cross referenced to
the plan.
0-11 points
Minimal relevant
supplementary
information
included.
Little crossreferencing to the
plan.
Work in Progress
32-40 points
Met all criteria at all four
interim meetings.
Excellent use of class
time assigned.
Worked well with Board.
Solid evidence of
progressive planned
approach.
26-31 points
Met all criteria at 3 of 4
interim meetings.
Used assigned class time
well, most of the time.
Worked well with Board
most of the time.
Used a planned
approach for most
elements.
22-25 points
Met all criteria at 2 of 4
interim meetings.
Used assigned class
time well, some of the
time.
Worked well with
Board some of the
time.
Used a planned
approach for some
elements.
0-21 points
Met all criteria at
none or 1 of 4
interim meetings.
Little attempt to use
assigned class time
well.
Little cooperation
with Board.
Last minute
approach.
Presentation
16-20 points
Outstanding
14-15 points
Great
12-13 points
Good
0-11 points
Completed
POINTS
OTHER
Base Mark:
/225
Bonus:
Cash Flow
Statement (MID
projection only)
4-5 points
Flawless cash flows.
Well documented and fit
superbly with plan.
Professional presentation.
3-4 points
Complete cash flows.
Documented and fit
with plan.
Neat and detailed
presentation.
2-3 points
Most elements of cash
flow included.
Some fit with plan.
Neat presentation.
0-2 points
Some elements of
cash flow included.
Minimal backup.
Minimal neatness.
TOTAL POINTS
/230

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What are the main components evaluated in an entrepreneurial venture plan?

What are the key elements considered under the 'Resource Analysis and Operating Strategy' section?

Evaluation Rubric for Entrepreneurial Venture Plan

RESOURCE ANALYSIS AND OPERATING STRATEGY SECTION 3 & 4

FINANCIAL SECTION SECTION 5

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