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                                       Company Analysis Project
                                       Accounting 201
                                       Instructor: Judith Paquette
                                                   Group Points:                     85
                                                Indivdual Points:                    75
                                                    Total Points:                   160



         1) Form a group of 4 to 5 people to work as a team.
            These do not need to be from your homework teams.
         2) Each Team choose an industry from my list to study -- first come, first served!
                       -
                      Each teammate must select a company listed under the industry.
                       - The industry must have enough American owned, publicly traded companies.
                       - for each person in your team to study a different company.
                       - They must be listed on NYSE, NASDAQ, ASE, etc.
                       - Do not use Financial firms or Service Industries, their reports are too complicated
         3) If a page name is CAPITALIZED it has a corresponding form with the same name on a tab
              in the project Excel workbook.
         4) The Excel workbook can be found on my website; blank forms are on my website!
         5) All sheets will be typed. All sheets will be typed except for the CALCULATION page (optional),
         6) Parts 1 and 2 will be turned in as a group in a SINGLE ENVELOPE. Have assembled prior to class.
         7) Assemble envelope in same order as directions of each part, put teams and companies on envelope.
         8) Turn in envelope at the beginning of class. Late envelopes will result in loss of points.
         9) Save all papers, you will need them.
        10) These instructions are not all inclusive. There will be additional instructions given
            in class.
        11) The final report will be BOUND in a folder.


              Learning Outcomes:
         1)   Find SEC 10-K financial reports
         2)   Track stock performance
         3)   Make financial ratio computations
         4)   Analyze a company for financial health
         5)   Improve team communication and management skills
         6)   Improve project organization, planning, and implementation skills




Note: The instructor would like to thank Julie Hjelm for her help in developing the format for these instructions.




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                                Part I - Clip in an envelope
                                       Est. Time:       3-4 hours              * Staple Parts 1 thru 3.
                                                                               * Staple each person's
                            GroupPoints:                  15                     individual part - Parts 4 thru 6.
                        Individual Points:                30                   * Keep in order. Be neat!
                             Total Points:                45

Group: Complete one of the following PER TEAM
     1) THE TEAM page: Meet/pick your teammates. Set up schedules and ground rules.
        Answer the questions on your team on THE TEAM page and summarize in a memo.
        Include meeting minutes from your scheduled meetings
        Industry selection - Pick an industry; assign each team member a company, CONFIRM w/Instructor!
     2) VALUATION page. - ONE PER TEAM
               - Complete Part A (top spreadsheet) only, this is your purchase transaction.
                     For purchase date use: ______________________ (close of business).
                 - For Stock purchase use as close to $2,000 per company as possible.
                     Total spent may not exceed # of team mates X $2,000
                 - Add onto worksheet: Industry choice and reason. (3-4 sentences)
                 - Write your reason for picking the Industry on the VALUATION page.
     3) The STRATEGY page. Complete STRATEGY page for your team. This will be done at the END. The strategy
        for Part 1 is on your TEAM page. This is for Part 2. Who is doing what?
Individual: If you need HELP, see me IMMEDIATELY!
Each person select a company in the industry and FIND the most current SEC Financial Statements;
DO NOT USE YAHOO STATEMENTS!!!
     4) INDIVIDUAL BACKGROUND DATA: Each Team Member must do for his/her own company.
                - Allow PLENTY of time to do this! Refer to example in handout for each section.
     5) CALCULATIONS page - Calculate and SHOW YOUR WORK!
                 - Calculate Current Ratio/Highlight and footnote your Balance Sheet and/or Income statements (1a,1b)
                 - Calculate Profit Margin/Highlight and footnote your Balance Sheet and/or Income statements (2a,2b)
     6) Financial Statements (source for #4 and #5):
        There must be three years worth of data for Cash Flow and Stockholders' Equity. This is usually on
        ONE statement. There must be four years of data for the Income Statement and the Balance Sheet.
        You wil need to get more than one statement.
                 - Income Statement - you will need four years, so probably need two Income Statements
                 -   Balance Sheet - you will need four years, so probably need three Balance Sheets.
                 -   Cash Flow - you will need three years, so probably only need one statement.
                 -   Statement of Stockholder's Equity - you will need three years, so probably only need one.
                 -   HINTS ON FOOTNOTING: be sure to ask for help EARLY, we will do an example in class
                            - Use footnote numbers assigned in class only. Do not create your own!
Group: Complete one of the following PER TEAM
   7) In Class Auditing:
             - You will be auditing another students work on the day that this assignment is
                     due. DO NOT MISS THIS CLASS.




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                                   Part II - Clip in an envelope
                                         Est. Time:       6-8 hours             * Staple Parts 1 and 2.
                               Group Points:                   13               * Staple each person's
                                                                                  individual part - Parts 3 thru 5.
                           Individual Points:                  34               * Keep in order. Be neat!
                                Total Points:                  47

GROUP:
        1) GROUP BACKGROUND DATA page -- compile the data on one page, all team members
                   BE sure you are all NOW in the SAME currency (thousands, millions). If not, convert your
                   numbers (go with the majority)


        2)   STRATEGY/Minutes
                  - Completed STRATEGY 1 & 2 page. Discuss how will you complete Part 3
                        The STRATEGY page. Complete STRATEGY page for your team. This will be done at the
                        END. This is for Part 3. Who is doing what?
                        Attach meeting minutes for meetings since Part 1.

Individual:
        3) Attach: WRITING: Review the INDIVIDUAL BACKGROUND DATA page.
                     Review the Net Sales, Net Income, Cash, and Stock trends and percentage growth/(decline)
                     on this page. Discuss the trends. Write in proper English, complete sentences, no
                     fragments or run on sentences, no slang. About 3-4 sentences for each number.
                     BE SURE TO MAKE A CONCLUSION STATEMENT!!!
                     See sample below.
        4) Completed CALCULATIONS page, FINISH THE REST OF THE RATIOs
        5) Attach: Your financial statements. Make corrections from Part 1 if necessary.
                      - Footnote and Highlight the Statements where you found your numbers.
                      - Footnotes must be in the required format with the correct footnote number.
                      - Use the same numbering system as before.( 1a, 1b, 2a, 2b etc)

Individual:
       6) In Class Auditing:
                 - You will be auditing another students work on the day that this assignment is
                        due. DO NOT MISS THIS CLASS.




Sample writing:
             NET SALES: Cabela’s net sales growth during the three years of 2009, 2008, 2007 show a slowing
             down of its earlier dramatic growth rate. Yearly growth compared to the prior year was: 2007 compared
             to 2006, a substantial 13.86% growth, 2008 compared to 2007, an 8.64% growth, and 2009 compared to
             2008, a smaller growth of 3.12%. Net sales for the three years were: 2007, at $2,349,599; 2008 at
             $2,552,721, and 2009, at $2,632,240. Sales growth appears to be declining.



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                                  Part III - Bind in a folder
                                  Est. Time: 6-10 hours                      Bind in folder:
                              Group Points: 57                               Turn in Parts 1 thru
                                                                             12. Email Part 13 to
                          Individual Points: 11                              instructor AFTER
                                       Total: 68
Group:
  If any corrections need to be made to previous sections, do so before printing.
           - Put into correct order!
          1) Title Page
          2) Verbal Description of all companies-- list on one page--use PARALLEL wording.
          3) GROUP BACKGROUND DATA page of all companies from Part II
New for this part:
          4) VALUATION page of all companies--sell stock as of: ______________________
          5) GROUP SUMMARY Ratios - compile from Part II CALCULATIONS page.
            Prepare a written analysis of each major section:
                   6) Stock valuation for period held and last 2-3 years
                    - Pick the best company for each section and give rationale.
                     - Include most improved (percentage)
                     - Include second best or worst company also and discuss.
                     - Quote numbers from your research
                    7) Sales, profit, and cash for 3 years
                     - Pick the best company for each section and give rationale.
                     - Include most improved (percentage), also overall strength.
                     - Include second best or worst company also and discuss.
                     - Quote numbers from your research
                    8) Calculated financial Ratios - for all ratios, discuss:
                     - Pick the best company for each ratio and give rationale.
                     - Include most improved (percentage), also overall strength.
                     - Include second best or worst company also and discuss.
                     - Quote numbers from your research
         9) Conclusion: Do this last
                    - Your recommendation: Which company is best and why?
                     - Quote a few numbers from your research
                     - Include a comment from all areas analyzed.
        10) Bibliography
                     - List all sources of data, including:
                       annual reports, websites, where your ratio formulas were obtained.
                     - Use APA format. See example: http://www.bcc.ctc.edu/writinglab/APA.html
                       Brief comments: Discuss (at least 2) which resources were most/least helpful?
                     - Include whether you found the sample project & computer lab helpful.


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       11) Appendix
                     - Attach meeting minutes for meetings since Part 2.
                     - Attach all previous versions of this project.
                      include all papers submitted, documents, 10-K info
                      and grade sheets. Organize neatly.

       12) NOTE: A DRAFT REPORT MUST BE SUBMITTED TO TURNITIN.COM ON __________
           THE FINAL REPORT SHOULD BE SUBMITTED TO TURNITIN.COM ON _____________
           INSTRUCTIONS FOR TURNITIN.COM WILL BE DISCUSSED IN CLASS.
Individual:
       13) PEER EVALUATIONS
                 - Completed PEER EVALUATION page. Complete individually and
                      include. Be sure to evaluation yourself.


       14)   LESSONS LEARNED:
                  - Copy and paste the LESSONS LEARNED page into an email. This is
                      due prior to the beginning of the next class after the assignment is turned in.
                      Please do not do an attachment of the document, put all into your email.

                     - Let me know what you learned, and what you will do differently on your next
                      team project.




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Accounting 201 or 202 - STRATEGY FOR PARTS 2 & 3
Accounting 201 or 202 - STRATEGY FOR PARTS 2 & 3
Project Plan (___ points):

What is our strategy for compiling this next part of our project? When will we
meet? Where will we meet? For how long? Estimated time required about 6-10
hours.




Who is responsible for what? Note, if a teammate misses this class, please
indicate they are not present. You can still assign them work, but they will not
receive credit for the Strategy assignment.


TEAM MEMBER                           RESPONSIBILITY (IES)




Additional Comments ON BACK




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Part 1: Team Groundrules/Contract/Information TYPE!

You may not want to discuss each and every one of these in your team, but many
of these will be crucial to your success and sanity as a team member.

What are your strengths and development needs?

What is the protocol for reading and responding to communication?

What is the BEST way to contact each team member if feedback is needed
immediately?

What is the availability for each team member during the quarter? Review:
         Work schedules, class schedules, exams and due dates for other projects.

What is your goal for this team? What are you trying to develop in terms of
team skills?

How often will the team meet? Where? Expectation: Meetings will be working
working meetings, not just reporting meetings. Each meeting should have,
in advance: agenda, person responsible, and time.

Do you want to elect a team leader? minute taker? The team leader's job is to
keep communication OPEN with all team members. Thus each team member
must take the time to establish a working relationship with the leader (and
the leader with each team member).

Assignment: WRITE A MEMO TO ME STATING:
Protocol for meeting, strengths, availability during quarter, goals, meeting time,
meeting time, contact info, emergency contact info, etc.

Agenda for next meeting, person responsible, and time and place. Do this for
all of your meetings.




Source: Adapted from Marketing 445 Coursepack, March 2006, University of Washington,
Lum, Spratlen, and Verchot. Used with permission.




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PART 1: INDIVIDUAL BACKGROUND PAGE TYPE!!!!!!!!!!
YOUR NAME: __                               INDUSTRY: _________________
YOUR COMPANY: __

Dollars in: _____
Note: all companies should be put into the same unit (thousands/millions)

                                                                                                Leave
                                                                                                this
                                                                                                column
                                                                                                blank--
Background Data:                            2009                  2008            2007          to do in 2006 data

Total Sales (Revenues)
Net Income
Net Income
Percentage %
Cash/Equiv
Total Assets
No. Stores
No. Employees
Growth from Previous year:                         2009                  2008            2007

Net Sales
Net Income
Cash/Equiv

Stock History for three years:                     2009                  2008            2007


Date:


Year end price

Percent % Growth (loss)
from previous year

Company Description:




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PART 1: INDIVIDUAL BACKGROUND PAGE - SAMPLE, SAMPLE, SAMPLE…
YOUR NAME: __Briana Brilliant           INDUSTRY: __Hunting, Fishing, Outdoor Gear!
YOUR COMPANY: ___Cabela's

Dollars in: _____THOUSANDS                                                                                      Use
Note: all companies should be put into the same unit (thousands/millions)                                       relevant
                                                                                                                prior year
                                                                                                Leave this      (e.g., 2006)
              USE CURRENT DATA FOR YOUR PAPER! e.g., 2009,2008,2007                             column
                                                                                                blank--to
Background Data:                        2009                2008                  2007          do in class 2006 data

Net Sales                        $ 2,632,240          $ 2,552,721           $ 2,349,599                     $ 2,063,524

Net Income                       $       49,617       $       76,404        $      87,879                   $      85,785
Net Income
Percentage %                               1.88%                  2.99%             3.74%
Cash/Equiv                       $     582,185        $     410,104         $     131,182                   $ 172,903
Total Assets                     $ 2,491,885          $ 2,396,066           $ 2,212,830
No. Stores                                    30
No. Employees                              6,300

Growth from Previous year:                     2009                 2008                 2007

Net Sales                                  3.12%                  8.64%            13.86%
Net Income                              -35.06%              -13.06%                2.44%
Cash/Equiv                             212.62%              212.62%               -24.13%

Stock History for three years:                 2009                 2008                 2007              2006 data


Date:                                12/31/2009           12/31/2008            12/31/2007


Year end price                   $        14.26       $           5.83      $      15.07                    $         24.13
Percent % Growth
(loss) from previous
year                                   144.60%               -61.31%              -37.55%
Company Description: Cabela's is a hunting, fishing, and outdoor equipment retailer and catalog sales
company. Cabela's has 30 retail stores, but sells mostly through its catalogs and through the Internet.
Cabela's 2009 sales were $2.6 billion and it has 6,300 employees as of October, 2010. Sample products include
camping equipment, guns, archery equipment, outdoor cooking and meat processing equipment.




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Part 1 and 2: VALUATION PAGE ----TYPE!!!!!!!!!!!
ACCT. 201 - STOCK PROJECT
PART 1:              DATE OF BEGINNING PURCHASE:
       A                  B                 C             D            E               F
Name of              Name of           Ticker        Closing       No. of         Cost of
Team member          Corporation       Symbol        Price         Shares         Stock




TOTAL VALUATION (Add the total you spent)                          $
PART 1: Industry choice and reason for choosing this industry:




PART 2:              DATE OF SUBSEQUENT VALUATION: ________________________
                          B                 C             D            E                F      Gain/(Loss)
Name of              Name of           Ticker        Closing       No. of         Total Cost   Gain/(Loss)
Team member          Corporation       Symbol        Price         Shares         of Stock




TOTAL VALUATION (Add the total you spent)                                     $
TOTAL GAIN OR LOSS FOR THE TEAM

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Part 1 and 2: VALUATION PAGE
ACCT. 201 - STOCK PROJECT
PART 1:              DATE OF BEGINNING PURCHASE: 12/31/2006
       A                        B             C     D         E          F
Name of              Name of              Ticker No. of  Closing    Cost of
Team member          Corporation          Symbol Shares Price       Stock
 Rowena              Cabela's             CAB         82 $ 24.13 $        1,979
 Ahmad               Big Five             BGFV        82 $ 24.42 $        2,002
 Yi Hong             Sports Chalet        SPCHA      218 $     9.20 $     2,006
 Jonathan            Dicks Sporting Goods DKS         41 $ 48.99 $        2,009



TOTAL VALUATION (Add the total you spent)                                             $        7,996
PART 1: Industry choice and reason for choosing this industry:

Provide 3-4 sentences. Write professionally, complete sentences; no slang, watch typos, etc.




PART 2:              DATE OF SUBSEQUENT VALUATION: ____09/30/2010
        A                       B             C     D         E          F      Gain/(Loss)
Name of              Name of              Ticker No. of  Closing    Cost of     Gain/(Loss)
Team member          Corporation          Symbol Shares Price       Stock
 Judith              Cabela's             CAB         82 $ 18.98 $        1,556 $        (423)
 Sakina              Big Five             BGFV        82 $ 13.42 $        1,100 $        (902)
 Min Xia             Sports Chalet        SPCHA      218 $     1.97 $       429 $      (1,577)
 Jonathan            Dicks Sporting Goods DKS         41 $ 28.04 $        1,150 $        (859)




TOTAL VALUATION (Add the total you spent)                                             $        4,236   $     (3,760)

*** Note: If your stock SPLITS between purchase and sale, SEE ME!

A = Budget. You have 4 TEAM MEMBERS AND $2,000 each to purchase stocks, 4 companies.
B = Name of Corporation (e.g., Cabela's)
C = Ticker symbol (e.g., CAB)
D = Number of shares is the budget amount divided by the closing price. Since you cannot purchase
    fractional shares, drop the fraction.
E = Closing price should be recorded from the WSJ or Seattle Times.
F = Cost of stock is the number of whole shares times the closing price.




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Parts 1 & 2: RATIOs ----TYPE OR HANDWRITTEN OKAY
Parts 1 & 2: YOUR NAME: __________________________
YOUR COMPANY: __________________________
                                                                             2009                                 2008
                                                                                          Result - 2                         Result - 2
# Ratio                   Formula                          Calculations                   decimals Calculations              decimals


                          Current Assets/
  1 Current Ratio         Current Liabilities



    Profit Margin - Put
  2 into a PERCENT % Net Income/ Net Sales


                          [Cash + Short Term invest
  3 Quick Ratio           + Net AR]/ Current Liabilities



    Gross Profit - Put
  4 into a PERCENT % Gross Profit/Net sales




  5 Debt to Total Assets Total Liabilities/Total Assets


                          Step #1: Inv. Turn = COGS/
                          Average Total Inventory
                          Step #2: 365/Inventory
  6 Days Inv on Hand      Turnover

                          Step #1: AR turnover = Net
                          credit sales/Average Net AR
  7 Days to Collect       Step #2: 365/AR Turnover



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Parts 1 & 2: RATIOs
Parts 1 & 2: YOUR NAME: __________________________
YOUR COMPANY: __________________________
                                                                                  2009                                            2008
                                                                                                 Result - 2                                      Result - 2
# Ratio                   Formula                          Calculations                          decimals Calculations                           decimals


                          Current Assets/
  1 Current Ratio         Current Liabilities              1,341,092/721,738                          1.86 1,274,214/700,804                           1.82


    Profit Margin - Put
  2 into a PERCENT % Net Income/ Net Sales                 49,617/2,632,240                         1.88% 76,404/2,552,721                           2.99%


                          [Cash + Short Term invest
  3 Quick Ratio           + Net AR]/ Current Liabilities   (582,185+0+31,925+135,935)/721,738         1.04 (410,104+45,788+167226)/700,804             0.89


    Gross Profit - Put
  4 into a PERCENT % Gross Profit/Net sales                (2,632,240-1,602,621)/2,632,240         39.12% (2,552,721-1,540,214)/2,552,721           39.66%



  5 Debt to Total Assets Total Liabilities/Total Assets     (2,491,885-984,421)/2,491,885             0.60 (2,396,066-913,705)/2,396,066               0.62
                         Step #1: Inv. Turn = COGS/        Step #1:                                          Step #1:
                         Average Total Inventory           1,602,621/[(440134+517,657)/2]                    1,540,214/[(517,657+608,159)/2]
                         Step #2: 365/Inventory            = 3.35                                            = 2.74
  6 Days Inv on Hand     Turnover                          Step #2: 365/3.35 = 109.07 days          109.07   Step #2: 365/2.74 = 133.40 days        133.40
                                                            Step #1:                                          Step #1:
                          Step #1: AR turnover = Net       2,632,240/[(31,925+135,935+45,788 +               2,552,721/[(+45,788+167,226+46,85
                          credit sales/Average Net AR      167,226)/2]       = 13.82 turns                   7+191,893)/2]       = 11.30
  7 Days to Collect       Step #2: 365/AR Turnover         Step #2: 365/13.82 = 26.41 days           26.41   Step #2: 365/11.30 = 32.30 days          32.30



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PART 2: GROUP BACKGROUND DATA --TYPE!
                                             INDUSTRY: ________________________


Dollars in: ______________________________________________
Note: all companies should be put into the same unit (thousands/millions) for comparison purpposes.

Background Data:                   2009            2008           2007
Co:
Total Sales/Revenue
Net Income
Net Income Percentage %
Cash/Equiv
Total Assets
No. Stores
No. Employees
Co:
Total Sales/Revenue
Net Income
Net Income Percentage %
Cash/Equiv
Total Assets
No. Stores
No. Employees

Co:
Total Sales/Revenue
Net Income
Net Income Percentage %
Cash/Equiv
Total Assets
No. Stores
No. Employees

Co:
Total Sales/Revenue
Net Income
Net Income Percentage %
Cash/Equiv
Total Assets
No. Stores
No. Employees



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PART 2: GROUP BACKGROUND DATA --TYPE!
                                             INDUSTRY: ________________________


Dollars in: ______________________________________________
Note: all companies should be put into the same unit (thousands/millions) for comparison purpposes.

Background Data:                    2009            2008          2007
Co: Cabela's
Net Sales                       $ 2,632,240     $ 2,552,721   $ 2,349,599
Net Income                      $    49,617     $    76,404   $    87,879
Net Income Percentage %               1.88%           2.99%         3.74%
Cash/Equiv                      $   582,185     $   410,104   $   131,182
Total Assets                    $ 2,491,885     $ 2,396,066   $ 2,212,830
No. Stores                                 30
No. Employees                         6,300
Big Five
Net Sales
Net Income
Net Income Percentage %
Cash/Equiv
Total Assets
No. Stores
No. Employees

Sports Chalet
Net Sales
Net Income
Net Income Percentage %
Cash/Equiv
Total Assets
No. Stores
No. Employees

Dick's Sporting Goods
Net Sales
Net Income
Net Income Percentage %
Cash/Equiv
Total Assets
No. Stores
No. Employees



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                                                             Industry:

PART 3: GROUP SUMMARY RATIOS --TYPE!

Note: Profit margin should be in % format with 2 decimals (e.g., 5.75%). All other numbers should be
in decimal format, to two decimal places (e.g., (1.27).

                                           Company:          Company:            Company:              Company:

Chpt       #                                 2009     2008     2009       2008     2009       2008       2009     2008
       2        1   Current Ratio
       3        2   Profit Margin %
       4        3   Quick Ratio
       5        4   Gross Profit
       5        5   Debt to total Assets
       6        6   Day INV on Hand
       7        7   Day to Collect




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                                                                 Industry:

PART 3: GROUP SUMMARY RATIOS --TYPE!

Note: Profit margin should be in % format with 2 decimals (e.g., 5.75%). All other numbers should be
in decimal format, to two decimal places (e.g., (1.27).

                                           Company:              Company:           Company:           Company:
                                                Cabela's              Big Five         Sports Chalet      Dick's Sport'g
Chpt       #                                 2009      2008        2009      2008     2009      2008     2009      2008
       2        1   Current Ratio               1.86      1.82
       3        2   Profit Margin %           1.88%     2.99%
       4        3   Quick Ratio                 1.04      0.89
       5        4   Gross Profit             39.12%    39.66%
       5        5   Debt to total Assets        0.60      0.62
       6        6   Day INV on Hand           109.07    133.40
       7        7   Day to Collect             26.41     32.30




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PART 3: ACCT 201 OR 202 - STOCK OR RETIREMENT PROJECT TEAM PARTICIPATION FORM
Note: you must include comments (to explain your ratings) for ALL team members to receive credit.
            1) MY NAME: ___________________
            Evaluate Team Effort - How much support did YOU give the Retirement project? [100%]
                    A.          Contributed ideas (30%)
                    B.          Participation/attendance (20%)
                    C.          Contributed agreed upon work on time (50%)
                                           TOTAL POINTS EARNED
Comments:


            2) Teammate Name: ___________________
            Evaluate Team Effort - How much support did this teammate give the Retirement project? [100%]
                    A.          Contributed ideas (30%)
                    B.          Participation/attendance (20%)
                    C.          Contributed agreed upon work on time (50%)
                                           TOTAL POINTS EARNED
Comments:


            3) Teammate Name: ___________________
            Evaluate Team Effort - How much support did this teammate give the Retirement project? [100%]
                    A.          Contributed ideas (30%)
                    B.          Participation/attendance (20%)
                    C.          Contributed agreed upon work on time (50%)
                                           TOTAL POINTS EARNED
Comments:


            4) Teammate Name: ___________________
            Evaluate Team Effort - How much support did this teammate give the Retirement project? [100%]
                    A.          Contributed ideas (30%)
                    B.          Participation/attendance (20%)
                    C.          Contributed agreed upon work on time (50%)
                                           TOTAL POINTS EARNED
Comments:


            5) Teammate Name: ___________________
            Evaluate Team Effort - How much support did this teammate give the Retirement project? [100%]
                    A.          Contributed ideas (30%)
                    B.          Participation/attendance (20%)
                    C.          Contributed agreed upon work on time (50%)
                                           TOTAL POINTS EARNED
Comments:


            6) Teammate Name: ___________________
            Evaluate Team Effort - How much support did this teammate give the Retirement project? [100%]
                    A.          Contributed ideas (30%)
                    B.          Participation/attendance (20%)
                    C.          Contributed agreed upon work on time (50%)
Comments:                                  TOTAL POINTS EARNED

21261abc-f1fa-42ed-ab55-3573ec6bbc25.xls                18 of 22                                            PEER
See Part III for project deadlines for Turn it In.

Draft Report must be submitted by midnight: _________________________
Final Report must be submitted by classtime: ________________________


      Turn in your paper in at www.turnitin.com
           Class ID:        ______________________
           Enrollment ID: ______________________
           Upload report.
           Turn in paper copy along with final project binder

   IF YOU GET YOUR WORK DONE EARLY:
           Review your originality report and make corrections (if there is time).
       ·    Resubmit corrected copy to www.turnitin.com
           Note, you can resubmit assignment, however, the originality report takes
              much longer (some as long as one day).
                                           MY MASTER COPY


Part 3: Accounting 201 or 202                   NAME: __________________

Project. LESSONS LEARNED. (to be EMAILED TO INSTRUCTOR by the
by the beginning of the next class after the day the final report is due).
Email title must be: 201 Lessons Learned (or 202 Lessons Learned)

HOW MANY HOURS DID I SPEND ON                   Hours spent:
THIS PROJECT (ACTUAL)

PART 1
PART 2
PART 3
PART 4
PART 5


What did I learn about this project, team
assignment? What worked on the team, what
didn’t work?




What could I do to improve my next project,
team?




21261abc-f1fa-42ed-ab55-3573ec6bbc25.xls       20 of 22                      LESSONS LEARNED
Grade Criteria
Part                            1           2           3                    Total
         1                      4           7           2
         2                      3           7           6
         3                      0          10           2
         4                     10           5           5
         5                     10           5           4
         6                      5          10           5
         7                     10                       5
         8                                              5
         9                                             10
       10                                               4
       11                                               4
       12                                               5
       13                                               6
Peer
Lessons
neatness                         3          3           5

total                          45          47          68                            160
indiv                          30          34          11                             75
group                          15          13          57                             85



Part I will be graded as much as possibly, individually.
Part II will be graded as much as possibly, individually.
Part III, the paper will be graded as group points.
Part III, the Peer Evals and Lessons Learned, will be graded individually.
Team Cover Sheet
Industry:
Part (circle one)              1 or   2   or   3


Team Member Name
(alphabeticall by last name)   Company Name

								
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