your manager has been asked to prepare a report for the Board of Directors on the financial health of the business from 2016-2019 and needs your help.
Over this time the strategic focus of the business has included maximising return to shareholders and the Board is questioning if this enables managers to make the most appropriate decisions.
On the following pages you will find:
● Financial ratios downloaded from the organisation’s financial reporting system
● Company information – background, vision, strategy
You may not have all the information to complete a full analysis so you will need to include in your report any additional information you need and why – your manager is expecting this.
Your manager hopes that your analysis will show that the business is healthy and therefore that she is performing well in her role.
Prepare a report for your manager, in formal or business report format, that assesses the financial health of the organisation. Your report must include the following:
● your assessment of the financial health of the organisation from 2016 to 2019. This would include an explanation of the ratios or other data you are using to support your analysis.
● any additional information that you need to complete your analysis.
● an explanation of at least 3 (but not limited to) recommendations that your manager can take to the Board of Directors that are related to the strategic focus of the business (see Company information).
You may refer to the lecture and tutorial notes and activities to help you organise your analysis but you are not required to do this.
Your report is to be submitted to Turnitin. Please refer to the Faculty assessment regulations for more information. A marking guide is available on MyWAI under the assessment information tab.
You may also refer to the Faculty of Higher Education Glossary to check on the format of a Business Report or to the LRC pages which explain the format for a formal report.
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