NWM2 — NWM2 TASK 1: IT PROJECT ANALYSIS AND PROPOSAL

COMPETENCIES
4052.5.1 : Financial Management
The graduate analyzes how financial information influences organization decision-making, operational
sustainability, and productivity.

4052.6.1 : Budgeting
The graduate creates IT capital and operating budgets that meet an organization’s mission and goals.

4052.7.1 : IT Procurement
The graduate manages the acquisition and replacement of technology resources for an organization.

INTRODUCTION
During your career as an IT manager, you will be asked to conduct analyses to make well-reasoned financial
decisions. It is important that you are able to not only complete an analysis but also communicate the support
for your decisions to a CEO and board of directors. Your financial decisions will need to align with the mission
and strategic goals of the company. Your responsibilities will likely include determining the budgets for an IT
department, making financial decisions about IT projects and enhancements, and managing the procurement of
technology resources.

For Task 1 of this assessment, you will choose a publicly traded company from the list provided in the scenario.
Once you have chosen a company, you will download the company’s recent quarterly financials (10-Q) from
the SEC.gov web link. You will also need to read the attached "Financial Fact Sheet” for the company you
choose. This fact sheet will provide you with the company’s strategic goals and the information you will need to
determine any project budgets. You will select one strategic goal for your chosen company and decide on an IT
project that aligns with that goal. Your IT investment project idea must include a software component or a
software as a service (SaaS) solution and be based on the information provided in the company’s “Financial
Fact Sheet” regarding the initial cost of the project.

At this point, you will be able to create an IT project analysis and proposal report that describes the company’s
financial position, determines the budgets related to the project, and outlines how you will fund your idea for
the IT investment project.

The skills you showcase in completing this report will be useful in your career when conducting analyses and
making financial decisions. This report may also be added to your portfolio to show to future employers.
SCENARIO
You are the chief information officer (CIO) of one of the following publicly traded companies:
•  Apple Inc. (ticker symbol: AAPL)
•  Ford Motor Company (ticker symbol: F)
•  Walmart Inc. (ticker symbol: WMT)

As part of your responsibilities, the CEO has asked you to review the company’s financial statements and
determine the budget and cash flow for the IT department. The CEO would also like you to propose an IT
project that includes a software component. In your project idea proposal, you will need to include how you will
be funding this project idea and how it aligns with the company’s strategic goals and budgets. At the end of the
IT project analysis and proposal report, you will provide a summary of the report’s key points.
REQUIREMENTS
Your submission must be your original work. No more than a combined total of 30% of the submission and no
more than a 10% match to any one individual source can be directly quoted or closely paraphrased from
sources, even if cited correctly. The originality report that is provided when you submit your task can be used
as a guide.

You must use the rubric to direct the creation of your submission because it provides detailed criteria that will
be used to evaluate your work. Each requirement below may be evaluated by more than one rubric aspect. The
rubric aspect titles may contain hyperlinks to relevant portions of the course.

Tasks may not  be submitted as cloud links, such as links to Google Docs, Google Slides, OneDrive, etc., unless
specified in the task requirements. All other submissions must be file types that are uploaded and submitted as
attachments (e.g., .docx, .pdf, .ppt).

Create an IT project analysis and proposal report that will be presented to the CEO and board of directors for
your chosen company by responding to prompts A–E.

A.  Describe your idea for an IT investment project, referencing one of the strategic goals for your chosen
company. The project must align with this strategic goal and include a software component or a SaaS
solution.
 
Note: This description could include the technologies involved and desired outcomes of the project. The
project should be in alignment with the initial project costs outlined in the company’s “Financial Fact
Sheet.” 

Download the most recent quarterly financial statements (10-Q) for your chosen company, and review the
attached “Financial Formula Sheet” and the chosen company’s “Financial Fact Sheet.” 

B.  Describe the current financial position of your chosen company. The description must align with the
company’s 10-Q financial statements and include the following components, along with a justification
for each of the ratios used:
•  net profit
•  retained earnings
•  liquidity ratios
•  solvency ratios
•  profitability ratios

Note: You can use the attached “Financial Formula Sheet” to determine which ratios to use for liquidity,
solvency, and profitability. Choose no fewer than two ratios for each component.

1. Attach the company’s 10-Q financial statements obtained from the SEC.gov web link to your submission
as a spreadsheet.

Note: Quarterly statements should be from within the last calendar year. After searching for the company
on SEC.gov, you can download the 10-Q statements by clicking “Interactive Data” and then “View Excel
Document.” You can then save the spreadsheet to submit with your report.
 
C.  Compile the budgeted income statement using the attached “Financial Fact Sheet” for your company.
D.  Describe your IT procurement plan based on your company’s “Financial Fact Sheet,” budgeted income
statement, and IT investment project idea. Include a description of the decisions you made regarding the
following points:
•  resources (e.g., software, personnel, hardware)
•  leasing versus buying components

Note: You may need to adjust the description of your IT procurement plan after you have completed part E. 

1.  Justify the decisions you made regarding resources and lease versus buy components in your IT
procurement plan, including a financial and technical benefit of each decision.

E.  Explain how your IT investment project idea will be funded, based on the company’s “Financial Fact
Sheet.” Include the following calculations in your explanation:
•  marginal cost of capital (MCC)
•  weighted average cost of capital (WACC)
•  average rate of return (ARR)
•  net present value (NPV)

F.  Provide a brief summary of your findings and recommendations using the key points from parts A–E.

G.  Acknowledge sources, using in-text citations and references, for content that is quoted, paraphrased, or
summarized.

H.  Demonstrate professional communication in the content and presentation of your submission.

NWM2 — NWM2 TASK 2: IT PROJECT SUMMARY

PRESENTATION
FINANCIAL MANAGEMENT FOR IT PROFESSIONALS — C928

PRFA — NWM2

COMPETENCIES
4052.5.1 : Financial Management
The graduate analyzes how financial information influences organization decision-making, operational sustainability,
and productivity.

INTRODUCTION
As a leader in IT management, you must be able to appropriately communicate information in a concise and
effective manner to executives.

In this task, you will be asked to propose your IT investment project idea to the CEO and board of directors using
the information from the IT project analysis and proposal report that you completed in Task 1. You will record
yourself and your presentation using Panopto. In preparation for your presentation, you will construct an email
invitation that includes a brief description of your IT investment project idea from Task 1 and an outline of the key
points you will discuss in your presentation.

It is required to pass Task 1 prior to starting this task. Please submit a copy of your completed Task 1 for reference
with your final submission for this task.
SCENARIO
You are the chief information officer (CIO) of a publicly traded company. You have an IT investment project idea,
and you have already compiled your IT Project Analysis and Proposal report. Now you need to present this idea to
the CEO and board of directors for their approval.
REQUIREMENTS
Your submission must be your original work. No more than a combined total of 30% of the submission and no more
than a 10% match to any one individual source can be directly quoted or closely paraphrased from sources, even if
cited correctly. The originality report that is provided when you submit your task can be used as a guide.

You must use the rubric to direct the creation of your submission because it provides detailed criteria that will be
used to evaluate your work. Each requirement below may be evaluated by more than one rubric aspect. The rubric
aspect titles may contain hyperlinks to relevant portions of the course.

Tasks may not be submitted as cloud links, such as links to Google Docs, Google Slides, OneDrive, etc., unless
specified in the task requirements. All other submissions must be file types that are uploaded and submitted as
attachments (e.g., .docx, .pdf, .ppt).

A.  Construct an email meeting invitation for your presentation. The email invitation should include a concise project
description and outline of the key points of your IT project analysis and proposal report from Task 1. The email
should be addressed to the CEO and board of directors for your chosen company.

Note: Your description and outline should align to your findings and recommendations from Task 1.

B.  Present your idea for the IT investment project you chose in Task 1 by doing the following:
1.  Using Panopto, record a multimedia presentation to the CEO and board of directors of your chosen
company. Your recording must capture both you and the material (i.e., a voiceover or embedded video is not
appropriate). Your presentation should also demonstrate appropriate communication skills for your
audience, including a professional appearance.
2.  In the presentation, provide your reasoning for why the project should be approved, including the financial
justification for the project. The content of your presentation must align with the project description and key
points in part A.

Note: Your presentation should be no more than 10 minutes.

Note: For instructions on how to access and use Panopto, use the "Panopto How-To Videos" web link provided
below. To access Panopto's website, navigate to the web link titled "Panopto Access," and then choose to log in
using the “WGU” option. If prompted, log in using your WGU student portal credentials, and then it will forward
you to Panopto’s website.

To submit your recording, upload it to the Panopto drop box titled “Financial Management for IT Professionals –
NWM2 | C928.” Once the recording has been uploaded and processed in Panopto's system, retrieve the URL of
the recording from Panopto and copy and paste it into the Links option. Upload the remaining task requirements
using the Attachments option.

C.  Acknowledge sources, using in-text citations and references, for content that is quoted, paraphrased, or
summarized.

D.  Demonstrate professional communication in the content and presentation of your submission.