Capstone rubric (100 points) ============================ This rubric is meant to be transparent and practical. It rewards (1) correct reconciliations and (2) clear, decision-ready communication. 1) Controls & reconciliation quality (25 pts) --------------------------------------------- * **25–22**: Reconciliations complete, reconciling items correctly categorized, clear corrections log, strong exception checks, and a clean audit trail. * **21–16**: Mostly correct; minor gaps, light documentation, or a few unclear tie-outs. * **15–0**: Material errors, missing tie-outs, weak audit trail, or unclear corrections. 2) Data preparation & documentation (20 pts) -------------------------------------------- * **20–18**: Clean, tidy dataset; clear data dictionary; assumptions log; reproducible steps. * **17–12**: Dataset usable but inconsistent naming/definitions or weak documentation. * **11–0**: Messy data; unclear sources/definitions; not reproducible. 3) Statistical analysis & interpretation (20 pts) ------------------------------------------------- * **20–18**: Correct methods; practical interpretation; avoids causal overreach; highlights uncertainty and diagnostics. * **17–12**: Reasonable analysis but some interpretation issues, missing diagnostics, or limited linkage to business meaning. * **11–0**: Incorrect/irrelevant methods; misleading claims; no uncertainty handling. 4) Forecast quality & forecast hygiene (25 pts) ----------------------------------------------- * **25–22**: Forecast ties across statements; includes backtesting; error metrics; scenario logic; governed assumptions; clear cash tie-out. * **21–16**: Forecast mostly sound; limited backtesting or weak scenario discipline. * **15–0**: Forecast does not reconcile; no evaluation; unjustified assumptions. 5) Decision memo & communication (10 pts) ----------------------------------------- * **10–9**: Clear actions, quantified impact ranges, risks, monitoring KPIs, and accountable owners. * **8–6**: Good narrative but vague actions or limited quantification. * **5–0**: Unclear, non-actionable, or not decision-focused. Optional appendices (high value) -------------------------------- These are optional, but they often improve clarity and reproducibility: * **A: Excel templates** (bank rec, KPI dictionary, forecast assumptions log, 13-week cash) * **B: QuickBooks export guide** (what to pull, how to structure) * **C: Python quick labs** (pandas cleaning, time series baselines, regression driver model) * **D: Common accounting-data pitfalls checklist** (timing, misclass, duplicates, reversals, one-offs)