Case study rubric

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Name ____________________
Financial Fluency Project
Case Study

Points Case Study Character_________________________________

10 Summarize Your Character

- Description, Job, Income, Expenses
- What problems did you identify?
- Original Budget: complete handout

40 What Adjustments Do You Recommend?

- Discuss needs vs. wants
- Analyze credit card debt
- Analyze Savings and Investments

40 Present a Revised Budget

- Cover all expense categories (Complete 2nd Budget Handout)
- Be sure income = expenses
- What Changes do you recommend? Why?

10 Presentation

- Clear
- Concise (to the point!)
- Comprehensive: Discuss all points above
- Electronic format submission-Google Apps, Prezi, or other

TOTAL
SCORE

Comments

NOTE: Your project has two parts- the written summary of the topics included above
(including the 2 budgets) and the presentation. You will present as a team, but each
member of the team must complete his or her own write up and budget handouts. Please
attach this form and a copy of the original Case Study form that outlines the Vital Stats to
your write-up when you hand it in.

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Case study rubric

1. Name ____________________ Financial Fluency Project Case Study Points Case Study Character_________________________________ 10 Summarize Your Character - Description, Job, Income, Expenses - What problems did you identify? - Original Budget: complete handout 40 What Adjustments Do You Recommend? - Discuss needs vs. wants - Analyze credit card debt - Analyze Savings and Investments 40 Present a Revised Budget - Cover all expense categories (Complete 2nd Budget Handout) - Be sure income = expenses - What Changes do you recommend? Why? 10 Presentation - Clear - Concise (to the point!) - Comprehensive: Discuss all points above - Electronic format submission-Google Apps, Prezi, or other TOTAL SCORE Comments NOTE: Your project has two parts- the written summary of the topics included above (including the 2 budgets) and the presentation. You will present as a team, but each member of the team must complete his or her own write up and budget handouts. Please attach this form and a copy of the original Case Study form that outlines the Vital Stats to your write-up when you hand it in.