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Team Reports Expectations: All Teams Are Expected To Submit A Report On Their Business. Below Is An Outline
Team Reports Expectations: All Teams Are Expected To Submit A Report On Their Business. Below Is An Outline
Team Reports Expectations: All Teams Are Expected To Submit A Report On Their Business. Below Is An Outline
Expectations: All teams are expected to submit a report on their business. Below is an outline
and description of what sections should be included as well as an approximate page length
suggestions and guidelines (your reports can be longer if that what it takes your team to
communicate). Overall, the report should be about 20-30 pages (again, more is okay).
Important, this is a quality exercise. Therefore, each section should be thoughtful, well written,
and include the appropriate information. If a discussion is required or necessary to explain
information, make sure to include that. Here, a “discussion” is a written section that explains in
more detail what is occurring. Much or your discussion in different sections will include
assumptions and assessments you make in terms of your analysis. If you only include tables
with numbers, the reader will have no idea what this means leaving too much for
interpretation. So, make sure you, the report writer, are the ones doing the interpretations and
making the assumptions.
INTRODUCTION
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Team Report Outline
Each section below should appear in the order in which it is shown below, including the
Executive Summary.
Executive Summary
This should be about a quarter page in length
It can be in bullet point form
It should pick the highlights from each section, I. Introduction – VI. Financial Goals: “How
Much” Analysis, providing an overview of the report. For example, each bullet point
could be 1-4 sentences on each section. Note that some section highlights may need to
be longer than others, AND, it should include your overall assessment of results.
A reader should be able to look at the Executive Summary and get a big picture view of
the report and findings.
Write this section last, after all other are completed.
I. Introduction
In 7-10 sentences, briefly lay out what it is you are doing in this report.
You can describe each section and what they will contain.
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III. Data and Basic Financial Information
Explain your raw data sources (i.e., P&L statement and balance sheet)
Discuss any errors, omission/missing items or other issues with the data
Briefly discuss (3-5 sentences) the process for constructing the CFS
Give an overall view of each statement.
o Income statement:
How much they made
Their expenses
Taxes
NAIT and addition to Retained earnings
o Balance Sheet:
Total assets, total liabilities and total equity
Briefly identify and discuss anything that stood out to you (note: at least
one thing needs to stand out to you)
o Cash flow:
Net Cash Flow from Operations
Net Cash Flow from Investment
Net Cash Flow from Financing
Briefly identify and discuss anything that stood out to you (note: at least
one thing needs to stand out to you)
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what is your general assessment (this is your interpretation) of how the firm is
doing given this set of ratios.
o Leverage – what did you pick, discuss logic behind ratios selected (2-4 from each
group) – why you picked them, how did they compare, how did you rank it, and
what is your general assessment (this is your interpretation) of how the firm is
doing given this set of ratios.
Summarize the business strengths and weaknesses based on your discussion above.
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