Financial Plan Rubric
Financial Plan Rubric
Financial Plan Rubric
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<strong>Financial</strong> <strong>Plan</strong><br />
Teacher Course Student<br />
Anderson, William<br />
1901/10 - FINANCE ECONOMICS LITERACY<br />
Excellent<br />
Value: 6<br />
Good<br />
Value: 5<br />
Satisfactory<br />
Value: 4<br />
Unsatisfactory<br />
Value: 0<br />
Points<br />
One short term<br />
SMART goal (0-<br />
3 months)<br />
All required elements are<br />
present. Goal is<br />
specific. Objectives,<br />
estimated cost and time<br />
achievment date are present.<br />
One required element is missing.<br />
Several required elements are<br />
missing<br />
None present<br />
One intermediate<br />
term SMART<br />
goal (3-12<br />
months)<br />
All required elements are<br />
present. Objectives,<br />
estimated cost and time<br />
achievment date are<br />
present.<br />
One required element is missing.<br />
Several required elements are<br />
missing<br />
None present<br />
One long term<br />
SMART goal<br />
(greater than 1<br />
year)<br />
All required elements are<br />
present. Objectives,<br />
estimated cost and time<br />
achievment date are<br />
present.<br />
One required element is missing.<br />
Several required elements are<br />
missing<br />
None present<br />
2<br />
Strategies/objecti<br />
ves to meet goals<br />
All required elements are<br />
present. Income,<br />
expenses and discretionary<br />
income are listed.<br />
One required element is missing.<br />
Several required elements are<br />
missing<br />
None present<br />
Budget includes<br />
type of expense<br />
& % calculation<br />
All required elements are<br />
present. Figures are<br />
present on budget showing<br />
that decisions were<br />
made that affect overall<br />
spending and<br />
expenses.<br />
One required element is missing.<br />
Several required elements are<br />
missing<br />
None present<br />
Pie Chart<br />
detailing<br />
expenses break<br />
down<br />
All required elements are<br />
present.<br />
One required element is missing.<br />
Several required elements are<br />
missing<br />
None present<br />
70/20/10 Rule<br />
parameters are<br />
met and<br />
indicated<br />
All required elements are<br />
present.<br />
One required element is missing.<br />
Several required elements are<br />
missing<br />
None present<br />
Decision<br />
Making-4 sets of<br />
criteria for each<br />
goal<br />
All required elements are<br />
present.<br />
One required element is missing.<br />
Several required elements are<br />
missing<br />
None present<br />
3 Options for<br />
each criteria w/<br />
pros and cons<br />
All required elements are<br />
present.<br />
One required element is missing.<br />
Several required elements are<br />
missing<br />
None present
Excellent<br />
Value: 6<br />
Good<br />
Value: 5<br />
Satisfactory<br />
Value: 4<br />
Unsatisfactory<br />
Value: 0<br />
Points<br />
3 factors that<br />
could effect plan<br />
All required elements are<br />
present.<br />
One required element is missing.<br />
Several required elements are<br />
missing<br />
None present<br />
Total Points:
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