Excel Project: Part I Instructions

Company Information (Tab 1), and 

Historical Income Statements, Balance Sheets, and Cash Flows (Tabs 2-4)

· Choose one of the 3 companies listed in your Instructor’s Week 1 Announcement.

· Go to the Securities and Exchange Commission’s EDGAR database and access your chosen company’s most recent Form 10-K (annual report). (For help with this process, see the Module/Week 1 presentation, “Downloading Financial Statements from the SEC EDGAR Database.”)

· Create an Excel workbook, including data for your chosen company as follows:

o The 1st tab (worksheet) in your Financial Statement Analysis Template must be labeled Company Information. The following information must be included:

§ Company Name and ticker symbol

§ Industry

§ Products or services offered

§ Major competitors

§ An example of this tab is provided in Exhibit A.

o The 2nd tab in your Financial Statement Analysis Template must be labeled Historical Income Statements.

§ Include the latest three years based on SEC filings.

§ Ensure that the worksheet includes a header with:

· Company Name

· Financial Statement Name (Income Statements)

· Financial Statement Dates

· Denomination level ($s in millions or thousands, etc.)

o The 3rd tab in your Financial Statement Analysis Template must be labeled Historical Balance Sheets.

§ Include the latest three years based on SEC (10-K) filings. (Note: Some 10-Ks only provided 2 years of balance sheet data. You may need to download the second most recent 10-K for your company in order to obtain 3 years of balance sheet data.)

§ Ensure that the worksheet includes a header with:

· Company Name

· Financial Statement Name 

· Financial Statement Dates

· Denomination level ($s in millions or thousands, etc.)

§ A partial balance sheet example is provided in Exhibit B.

o The 4th tab in your Financial Statement Analysis Template must be labeled Historical Statement of Cash Flows.

§ Include the latest three years based on SEC (10-K) filings.

§ Make sure that the Income Statement, Balance Sheet, and Cash Flows Statement tie in as follows:

· Net Income from Income Statement agrees with Net Income on the Statement of Cash Flows.

· Ending Cash Balance from Statement of Cash Flows agrees with Cash in the Balance Sheet.

§ Ensure that the worksheet includes a header with:

· Company Name

· Financial Statement Name 

· Financial Statement Dates

· Denomination level ($s in millions or thousands, etc.)

o Other instructions:

§ The Excel workbook should be professionally formatted. Professional formatting includes:

· All numbers are formatted similarly. The use of decimals, commas for thousands, and other formatting is consistent.

· Dollar signs are included in the first and last numbers of each column.

· Subtotals and totals are preceded by a single underline. Totals are followed by a double underline.

· All extraneous information is removed from the spreadsheet. Sometimes, files downloaded from the SEC website contains extra characters or other things that need to be deleted. 

· Line descriptions are indented/bolded in a manner that makes the spreadsheet easy to read. 

§ All totals and subtotals should be calculated using formulas.  For an example of which cells may need formulas, please see Exhibit B.

This assignment is due by 11:59 p.m. (ET) on Monday of Module/Week 2.

Exhibit A: Example Company Information Tab

                   

Exhibit B: Example Historical Balance Sheets Tab

(IMPORTANT NOTE: Only Partial Balance Sheet shown. Your Balance Sheet should include Liabilities and Stockholders’ Equity as well.)

 

 

Each student will be required to complete the term project, which is a research proposal written in an APA Style. The project should have at least 1000-words of substance not counting the cover and reference page. Please include a Cover Page, an abstract and a list of references. The research proposal you write in this course will NOT be sent to the IRB for approval. This is because you will not be conducting actual research for the purposes of this class. You will however gain an insight as to how to write a research proposal.

Each student will be required to complete a research proposal, as the term project. The research proposal will include the following:

• Title page
• Abstract (100-120 words)
• Introduction
• Hypothesis/Problem Statement/Purpose Statement
• Literature Review and Definitions included in research
• Research methods/design
• References
• Appendices – as needed (annotated bibliography, example consent form, example survey if used)

The research proposal (Term Project) must be in a Word Document (.doc) uploaded to the student’s folder through the assignment section. Students will be required to use at least five scholarly references in their work.

Students are required to follow APA Style guidelines.

Please make sure that you are using the course-writing rubric to use as a checklist so that you write a solid paper.

Students must use a topic, which was approved by the instructor or their research proposal.

Do not include quotes in your work. The student needs to display good critical thinking skills and not a string of quotes written by published authors. Your proposal is what is needed for a successful research project to be conducted in the future.

Career Package (Due Week 6): Your career package will include the following: 

The Ad: Find an advertisement for a career based position you would like to have—and could qualify for—now or in the near future. This should be a career oriented position or internship.

Cover Letter: This should be tailored to the specific ad you chose. Address the letter to the person who posted the ad and if there was no name listed, see if you can contact the company to find the name of the appropriate person. The content should not repeat what is contained in the resume—it should identify the specific job for which you are applying, highlight the qualifications that make you a good candidate for the position, and contain a request for an opportunity to be interviewed.

Résumé: Your resume is a very personal sales piece. You’ll see a variety of sample resumes online (Google, Bing, Yahoo search) and should play around with your own until it looks sharp and reads well. The resume should be no longer than one page—two pages are recommended only if you already have extensive professional experience in the field of your choice. Remember that a resume is always a work-in-progress and your cover letters should always be tailored to the ad. I do expect your resume and cover letter to be completely free of typos and grammatical errors, just as they must be when you send them to a prospective employer. 

References: Identify three individuals who would provide positive recommendations for you. Include their names, addresses, telephone numbers, and relationship to you. This is separate from your resume, but should be printed on the same paper, in the same font and style, and with the same headings or letterhead. You would not actually mail this to a potential employer unless they requested references.

 

1. Use the signup sheet in eLearning to connect with a group. Each group will have communication tools and a file exchange. You may choose instead to work with some other social media platform to collaborate. You will only be graded on the completed project.

2. Select 3-4 different locations (For example: Ancient Greece, India, South America) and examine what art/architecture was produced in each place at approximately the same time. You can select cultures/locations from anytime between ca. 3,000 BCE- ca. 1900 CE. Pick at least two works for each culture. You may use works that are in the book, but you should also do some research and also include works that are not in the book. You may choose to seek out works that relate to a particular theme.

You may download and use images from the Metropolitan Museum’s website:

https://www.metmuseum.org/toah/chronology/

LINK HAS BEEN FIXED.

3.  Assemble the works chronologically using Google Jamboard. Add as many pages as you need. Caption each image with artist, title, date, location (if architecture) or place of origin for other works. Use the textbook’s captions as a guide.

4. Write a brief description of each work. The description may relate to technique, visual composition, or cultural significance.

For example: The Doryphoros uses contrapposto to give this figure a more natural stance that earlier Greek statues. The sculptor, Polykleitos, depicts the figure with weight placed on his right leg, leaving the left side of the body relaxed.

5. Define key vocabulary terms related to the selected works. For example: An oculus is an architectural feature formed by an opening in the center of a dome.

6. Try to keep your timeline within a 500-1,00 year span. Include other historical events that happen within your time span. This may be major wars; scientific discoveries; key inventions; spread of certain philosophies; etc.  The events can be related to the regions you are working with or events that have global significance (For example: Gunpowder was invented in China in 904 CE.).

7. Everything needs to be in the correct chronological order (oldest to most recent). All material should be neatly organized, readable and use correct spelling and grammar.

Each group will produce one collaborative timeline.

8. Each group member must contribute the following:

1. 4 images

2. 3 vocabulary terms

3. 2 historical events

For this assignment, you will choose a public policy to research throughout the course. Begin by researching current public policies that you have an interest in.

Choose a single public policy to research completely. Write a short explanation to your instructor why you chose the specific public policy, including an argument of how the policy could be improved.

Review the document “Public Policy Paper” to be aware of the expectations and requirements of the final paper. Use this information to guide your policy choice.

While APA format is not required for the body of this assignment, solid academic writing is expected, and in-text citations and references should be presented using APA documentation guidelines, which can be found in the APA Style Guide, located in the Student Success Center.

You are not required to submit this assignment to Turnitin.

Public Policy as Public Relations

Benchmark – Public Policy Paper

Using the public policy that you chose in Topic 1 and outlined in Topic 4, create a paper to discuss the following criteria applying the six stages of public policy making. In 1,750-2,000 words, do the following:

1. Describe the public policy and the agenda setting, including why this policy was created (policy strategy) and explain how and why your policy was adopted.
2. Explain how the policy was implemented and identify the target group the policy was intended for.
3. Describe different contexts that drive the public policy and if government has been involved in any way.
4. Evaluate the impact of the policy and suggest changes or make recommendations for improving the policy.
5. Correctly identify and discuss any public relations techniques that were used to promote this public policy.
6. Describe the forces and dynamics at play in the policy formulation, adoption, and implementation process. Which forces and dynamics were most significant in the formation of the policy?

Use five to eight scholarly resources to support your explanations.

Prepare this assignment according to the guidelines found in the APA Style Guide, An abstract is not required.

This assignment uses a rubric. Please review the rubric prior to beginning the assignment to become familiar with the expectations for successful completion.

You are required to submit this assignment to Turnitin.