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    please see attachments. Any use of AI will result in automatic 0 **files (2)** – ## s.evansinstructions.docx – ## S.EvansProjectCommunicationPlan.docx **## s.evansinstructions.docx** 1. **My chosen artifiact is the attached paper.** **2. Write a Paper (1000-1200 Words, APA 7)** In a **formal acade…

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    Assignment Prompt & Instructions

    please see attachments. Any use of AI will result in automatic 0

    **files (2)**

    – ## s.evansinstructions.docx

    – ## S.EvansProjectCommunicationPlan.docx

    **## s.evansinstructions.docx**

    1.
    **My chosen artifiact is the attached paper.**

    **2. Write a Paper (1000-1200 Words, APA 7)**

    In a
    **formal academic paper**, analyze your selected artifact using the following structure:

    **Introduction**

    · Define
    **ePortfolio** and
    **artifacts**, explaining their
    **purpose and value** (include at least two cited credible source).

    **Artifact Description**

    Describe your selected artifact including:

    · Identify your selected artifact.

    · Explain
    **why you chose it** for your ePortfolio.

    · Describe the
    **original course in your program and assignment** it was part of.

    · Explain the
    **learning objective** and
    **problem addressed** in the project.

    · Specify the
    **artifact format** (e.g., research paper, PowerPoint, business plan).

    **Insights & Professional Application**

    · Discuss the
    **skills and knowledge** you gained from working on this artifact.

    · Relate your learning to at least
    **one of the following principles**:

    ·
    **Effective business leadership**

    ·
    **Strategic decision-making**

    ·
    **Managing diverse stakeholders**

    · Minimum 2 cited credible sources

    **Extrapolation & Hypothetical Application**

    · Apply your learning to a
    **hypothetical business scenario** that includes one of the above three principles

    · Explain how insights gained from your artifact could be used in
    **a real-world business context**.

    · (For guidance, refer to:
    _How to Extrapolate and Apply_ [web article, W5 eReserve]).

    · At least 1 cited credible source.

    **Value of the Artifact in Your ePortfolio**

    · Explain how your
    **artifact adds value** to your ePortfolio audience (e.g., employers, doctoral programs).

    · Discuss
    **how you will use it** to highlight your strengths and achievements.

    · Would you make
    **any revisions** to improve the artifact? Why or why not?

    **Conclusion**

    · Summarize key takeaways from your selected artifact.

    · Reflect on how it
    **enhances your professional ePortfolio**.

    **3. Research & Citations**

    · Minimum use of sources is described above, totaling a minimum of 5 credible sources.

    · Follow
    **APA 7th edition formatting** for in-text citations and references.

    **4. Submit Your Paper Here to the Assignment**

    · Submit your paper to this Assignment tool by the stated due date and time

    **5. Review, Revise, and Submit Your Artifact**

    · Evaluate whether your
    **artifact needs revisions** before adding it to your ePortfolio.

    · Consider the following:

    · Does it need
    **proofreading** or
    **formatting improvements**?

    · Can you
    **enhance clarity or organization**?

    · Is there
    **instructor feedback** you should incorporate?

    · Is it
    **professionally presented and easy to read**?

    **## S.EvansProjectCommunicationPlan.docx**

    2

    **Project Communication Plan**

    Samantha Evans

    APUS

    March 2, 2025

    **Project Communication Plan**

    **Goals of the Communication Plan**

    The main aim of this communication plan is to establish appropriate, timely, and consistent communication among all stakeholders in the project. Provision of appropriate information to each stakeholder relevant to their function will ensure transparency, effectiveness, and alignment with organizational goals (Zwikael et al., 2023). The following are specific goals:

    · Ensuring all stakeholders understand project goals, timelines, and expectations.

    · Reducing misunderstandings by providing accurate and timely updates.

    · Facilitating decision-making by keeping key stakeholders well-informed.

    · Managing stakeholder concerns proactively to prevent project disruptions.

    **Stakeholder Communication Requirements**

    Each stakeholder has varying levels of interest, control over the project, and information needs. The following section describes each stakeholder's function, the information they require, and their communication preference.

    1.
    **Sarah Johnson (Chief Human Resources Officer – Project Sponsor)**

    ·
    **Role:** Provides overall project sponsorship and final decision-making authority.

    ·
    **Information Needed:** High-level project updates, budget reports, risk assessments, and success metrics.

    ·
    **Communication Method:** Executive meetings, email updates, formal reports.

    ·
    **Frequency:** Monthly reports, with additional updates upon request.

    ·
    **Responsible Party:** Project Manager.

    2.
    **David Carter (HR Director)**

    ·
    **Role:** Oversees project alignment with HR policies and ensures resource allocation.

    ·
    **Information Needed:** Implementation progress, resource utilization, and compliance with HR policies.

    ·
    **Communication Method:** Bi-weekly status meetings, email reports.

    ·
    **Frequency:** Bi-weekly updates and milestone completion reports.

    ·
    **Responsible Party:** Project Manager and Training Coordinator.

    3.
    **Emily Perez (Training Program Facilitator)**

    ·
    **Role:** Leads the development and execution of training sessions.

    ·
    **Information Needed:** Training schedule, course content, trainee performance metrics, feedback from participants.

    ·
    **Communication Method:** Weekly meetings, training dashboards, performance reports.

    ·
    **Frequency:** Weekly meetings and post-training evaluations.

    ·
    **Responsible Party:** Project Manager and SMEs.

    4.
    **Departmental Team Leaders**

    ·
    **Role:** Ensure team members are prepared and properly integrated into the company.

    ·
    **Information Needed:** Training schedules, department-specific training content, feedback mechanisms.

    ·
    **Communication Method:** Emails, intranet updates, quarterly progress meetings.

    ·
    **Frequency:** Monthly updates and as needed for specific concerns.

    ·
    **Responsible Party:** Training Coordinator and HR Coordinator.

    5.
    **New Employees (Trainees)**

    ·
    **Role:** Participants in the training program.

    ·
    **Information Needed:** Training schedules, learning materials, assessment results, feedback channels.

    ·
    **Communication Method:** Learning Management System (LMS), emails, in-person and virtual Q&A sessions.

    ·
    **Frequency:** Pre-training notifications, weekly updates, and post-training surveys.

    ·
    **Responsible Party:** Training Coordinator and IT Support Staff.

    **Communication Methods**

    Proper communication is an important success factor in the implementation of projects, making timely and proper information available to all concerned stakeholders as per their role and responsibility (Dwivedi & Dwivedi, 2021). Communication mode is dependent on the involvement level of the stakeholder, the nature of the message, and the timeliness of information to be transmitted. Synchronous (real-time) and asynchronous (timed) modes of communication will both be employed so that smooth coordination of the project and participation by the stakeholders may be facilitated.

    ·
    **Meetings:** Regular meetings will serve as the vehicle for strategic communication, reviewing status, and decision-making. Project kick-off meetings, check-ins with stakeholders, and reviews of milestones fall under this category. Stakeholder schedule and nature of the problem will determine arranging meetings such that the matters of utmost importance get addressed when due.

    ·
    **Emails:** Formal e-mail communication will be used to provide project status, action items, and notifications to stakeholders. E-mails provide a reliable and documented means of communication to ensure that all interested parties have access to critical information. They work best for delivering meeting minutes, policy announcements, and progress reports.

    ·
    **Reports and Dashboards:** Project performance dashboards and reports will deliver stakeholders with insights into the most critical project statistics, milestones, and risk assessments. The tools offer a quantified picture of the project's status and allow for data-based decision-making.

    ·
    **Intranet and Learning Management System (LMS):** The company intranet and LMS shall be used for distribution of training material, calendar, and test forms. This offers an ease of accessibility of employees toward training material and progress tracking through the onboarding process.

    ·
    **Virtual Training and Webinars:** Virtual training sessions and webinars will be conducted for remote trainees and stakeholders to make training accessible and interactive. These sites provide interactive learning and allow real-time Q&A sessions, enabling high levels of participant interaction.

    **Frequency of Communications**

    The following table provides a summary of communication frequency:

    | | | | |
    | — | — | — | — |
    | **Stakeholder** | **Method** | **Frequency** | **Responsible Party** |
    | Project Sponsor (Sarah Johnson) | Executive meetings, reports | Monthly | Project Manager |
    | HR Director (David Carter) | Bi-weekly status meetings | Bi-weekly | Project Manager, Training Coordinator |
    | Training Facilitator (Emily Perez) | Weekly meetings, training dashboards | Weekly | Project Manager, SMEs |
    | Team Leaders | Emails, quarterly meetings | Monthly | Training Coordinator, HR Coordinator |
    | New Employees | LMS, Q&A sessions | Weekly | Training Coordinator, IT Support Staff |

    **Project Team Member Responsibilities in Communication**

    Each team member plays a crucial role in ensuring that communication flows smoothly.

    ·
    **Project Manager** (John Doe)

    · Oversees the entire project and ensures that stakeholders receive accurate updates.

    · Communicates with executives, HR, and key decision-makers.

    ·
    **Training Coordinator** (Jane Smith)

    · Facilitates communication between training facilitators and employees.

    · Ensures training schedules and materials are communicated effectively.

    ·
    **Subject Matter Experts (SMEs)**

    · Develops and delivers training content.

    · Provides technical insights to facilitators and trainees.

    ·
    **IT Support Staff**

    · Ensures LMS and training technology are accessible and functioning correctly.

    · Provides real-time support during training sessions.

    ·
    **HR Coordinator** (Laura Martinez)

    · Manages onboarding communication and ensures new hires are well-informed.

    · Addresses any HR-related concerns from trainees.

    References

    Dwivedi, R., & Dwivedi, P. (2021). Role of stakeholders in project success: Theoretical background and approach.
    _International journal of finance, insurance and risk management_,
    _11_(1), 38-49.
    [https://www.researchgate.net/profile/Rajeev-Dwivedi-Phd/publication/351638322_Role_of_Stakeholders_in_Project_Success_Theoretical_Background_and_Approach/links/60a2d50992851cc80b5f3aec/Role-of-Stakeholders-in-Project-Success-Theoretical-Background-and-Approach.pdf](https://www.researchgate.net/profile/Rajeev-Dwivedi-Phd/publication/351638322_Role_of_Stakeholders_in_Project_Success_Theoretical_Background_and_Approach/links/60a2d50992851cc80b5f3aec/Role-of-Stakeholders-in-Project-Success-Theoretical-Background-and-Approach.pdf)

    Zwikael, O., Salmona, M., Meredith, J., & Zarghami, S. A. (2023). Enhancing project stakeholder communication under insufficient knowledge of project management concepts.
    _Engineering, Construction and Architectural Management_,
    _30_(10), 5007-5029.
    [https://www.emerald.com/insight/content/doi/10.1108/ECAM-02-2022-0154/full/html](https://www.emerald.com/insight/content/doi/10.1108/ECAM-02-2022-0154/full/html)

    **## S.EvansProjectCommunicationPlan.docx**

    2

    **Project Communication Plan**

    Samantha Evans

    APUS

    March 2, 2025

    **Project Communication Plan**

    **Goals of the Communication Plan**

    The main aim of this communication plan is to establish appropriate, timely, and consistent communication among all stakeholders in the project. Provision of appropriate information to each stakeholder relevant to their function will ensure transparency, effectiveness, and alignment with organizational goals (Zwikael et al., 2023). The following are specific goals:

    · Ensuring all stakeholders understand project goals, timelines, and expectations.

    · Reducing misunderstandings by providing accurate and timely updates.

    · Facilitating decision-making by keeping key stakeholders well-informed.

    · Managing stakeholder concerns proactively to prevent project disruptions.

    **Stakeholder Communication Requirements**

    Each stakeholder has varying levels of interest, control over the project, and information needs. The following section describes each stakeholder's function, the information they require, and their communication preference.

    1.
    **Sarah Johnson (Chief Human Resources Officer – Project Sponsor)**

    ·
    **Role:** Provides overall project sponsorship and final decision-making authority.

    ·
    **Information Needed:** High-level project updates, budget reports, risk assessments, and success metrics.

    ·
    **Communication Method:** Executive meetings, email updates, formal reports.

    ·
    **Frequency:** Monthly reports, with additional updates upon request.

    ·
    **Responsible Party:** Project Manager.

    2.
    **David Carter (HR Director)**

    ·
    **Role:** Oversees project alignment with HR policies and ensures resource allocation.

    ·
    **Information Needed:** Implementation progress, resource utilization, and compliance with HR policies.

    ·
    **Communication Method:** Bi-weekly status meetings, email reports.

    ·
    **Frequency:** Bi-weekly updates and milestone completion reports.

    ·
    **Responsible Party:** Project Manager and Training Coordinator.

    3.
    **Emily Perez (Training Program Facilitator)**

    ·
    **Role:** Leads the development and execution of training sessions.

    ·
    **Information Needed:** Training schedule, course content, trainee performance metrics, feedback from participants.

    ·
    **Communication Method:** Weekly meetings, training dashboards, performance reports.

    ·
    **Frequency:** Weekly meetings and post-training evaluations.

    ·
    **Responsible Party:** Project Manager and SMEs.

    4.
    **Departmental Team Leaders**

    ·
    **Role:** Ensure team members are prepared and properly integrated into the company.

    ·
    **Information Needed:** Training schedules, department-specific training content, feedback mechanisms.

    ·
    **Communication Method:** Emails, intranet updates, quarterly progress meetings.

    ·
    **Frequency:** Monthly updates and as needed for specific concerns.

    ·
    **Responsible Party:** Training Coordinator and HR Coordinator.

    5.
    **New Employees (Trainees)**

    ·
    **Role:** Participants in the training program.

    ·
    **Information Needed:** Training schedules, learning materials, assessment results, feedback channels.

    ·
    **Communication Method:** Learning Management System (LMS), emails, in-person and virtual Q&A sessions.

    ·
    **Frequency:** Pre-training notifications, weekly updates, and post-training surveys.

    ·
    **Responsible Party:** Training Coordinator and IT Support Staff.

    **Communication Methods**

    Proper communication is an important success factor in the implementation of projects, making timely and proper information available to all concerned stakeholders as per their role and responsibility (Dwivedi & Dwivedi, 2021). Communication mode is dependent on the involvement level of the stakeholder, the nature of the message, and the timeliness of information to be transmitted. Synchronous (real-time) and asynchronous (timed) modes of communication will both be employed so that smooth coordination of the project and participation by the stakeholders may be facilitated.

    ·
    **Meetings:** Regular meetings will serve as the vehicle for strategic communication, reviewing status, and decision-making. Project kick-off meetings, check-ins with stakeholders, and reviews of milestones fall under this category. Stakeholder schedule and nature of the problem will determine arranging meetings such that the matters of utmost importance get addressed when due.

    ·
    **Emails:** Formal e-mail communication will be used to provide project status, action items, and notifications to stakeholders. E-mails provide a reliable and documented means of communication to ensure that all interested parties have access to critical information. They work best for delivering meeting minutes, policy announcements, and progress reports.

    ·
    **Reports and Dashboards:** Project performance dashboards and reports will deliver stakeholders with insights into the most critical project statistics, milestones, and risk assessments. The tools offer a quantified picture of the project's status and allow for data-based decision-making.

    ·
    **Intranet and Learning Management System (LMS):** The company intranet and LMS shall be used for distribution of training material, calendar, and test forms. This offers an ease of accessibility of employees toward training material and progress tracking through the onboarding process.

    ·
    **Virtual Training and Webinars:** Virtual training sessions and webinars will be conducted for remote trainees and stakeholders to make training accessible and interactive. These sites provide interactive learning and allow real-time Q&A sessions, enabling high levels of participant interaction.

    **Frequency of Communications**

    The following table provides a summary of communication frequency:

    | | | | |
    | — | — | — | — |
    | **Stakeholder** | **Method** | **Frequency** | **Responsible Party** |
    | Project Sponsor (Sarah Johnson) | Executive meetings, reports | Monthly | Project Manager |
    | HR Director (David Carter) | Bi-weekly status meetings | Bi-weekly | Project Manager, Training Coordinator |
    | Training Facilitator (Emily Perez) | Weekly meetings, training dashboards | Weekly | Project Manager, SMEs |
    | Team Leaders | Emails, quarterly meetings | Monthly | Training Coordinator, HR Coordinator |
    | New Employees | LMS, Q&A sessions | Weekly | Training Coordinator, IT Support Staff |

    **Project Team Member Responsibilities in Communication**

    Each team member plays a crucial role in ensuring that communication flows smoothly.

    ·
    **Project Manager** (John Doe)

    · Oversees the entire project and ensures that stakeholders receive accurate updates.

    · Communicates with executives, HR, and key decision-makers.

    ·
    **Training Coordinator** (Jane Smith)

    · Facilitates communication between training facilitators and employees.

    · Ensures training schedules and materials are communicated effectively.

    ·
    **Subject Matter Experts (SMEs)**

    · Develops and delivers training content.

    · Provides technical insights to facilitators and trainees.

    ·
    **IT Support Staff**

    · Ensures LMS and training technology are accessible and functioning correctly.

    · Provides real-time support during training sessions.

    ·
    **HR Coordinator** (Laura Martinez)

    · Manages onboarding communication and ensures new hires are well-informed.

    · Addresses any HR-related concerns from trainees.

    References

    Dwivedi, R., & Dwivedi, P. (2021). Role of stakeholders in project success: Theoretical background and approach.
    _International journal of finance, insurance and risk management_,
    _11_(1), 38-49.
    [https://www.researchgate.net/profile/Rajeev-Dwivedi-Phd/publication/351638322_Role_of_Stakeholders_in_Project_Success_Theoretical_Background_and_Approach/links/60a2d50992851cc80b5f3aec/Role-of-Stakeholders-in-Project-Success-Theoretical-Background-and-Approach.pdf](https://www.researchgate.net/profile/Rajeev-Dwivedi-Phd/publication/351638322_Role_of_Stakeholders_in_Project_Success_Theoretical_Background_and_Approach/links/60a2d50992851cc80b5f3aec/Role-of-Stakeholders-in-Project-Success-Theoretical-Background-and-Approach.pdf)

    Zwikael, O., Salmona, M., Meredith, J., & Zarghami, S. A. (2023). Enhancing project stakeholder communication under insufficient knowledge of project management concepts.
    _Engineering, Construction and Architectural Management_,
    _30_(10), 5007-5029.
    [https://www.emerald.com/insight/content/doi/10.1108/ECAM-02-2022-0154/full/html](https://www.emerald.com/insight/content/doi/10.1108/ECAM-02-2022-0154/full/html)

    **## s.evansinstructions.docx**

    1.
    **My chosen artifiact is the attached paper.**

    **2. Write a Paper (1000-1200 Words, APA 7)**

    In a
    **formal academic paper**, analyze your selected artifact using the following structure:

    **Introduction**

    · Define
    **ePortfolio** and
    **artifacts**, explaining their
    **purpose and value** (include at least two cited credible source).

    **Artifact Description**

    Describe your selected artifact including:

    · Identify your selected artifact.

    · Explain
    **why you chose it** for your ePortfolio.

    · Describe the
    **original course in your program and assignment** it was part of.

    · Explain the
    **learning objective** and
    **problem addressed** in the project.

    · Specify the
    **artifact format** (e.g., research paper, PowerPoint, business plan).

    **Insights & Professional Application**

    · Discuss the
    **skills and knowledge** you gained from working on this artifact.

    · Relate your learning to at least
    **one of the following principles**:

    ·
    **Effective business leadership**

    ·
    **Strategic decision-making**

    ·
    **Managing diverse stakeholders**

    · Minimum 2 cited credible sources

    **Extrapolation & Hypothetical Application**

    · Apply your learning to a
    **hypothetical business scenario** that includes one of the above three principles

    · Explain how insights gained from your artifact could be used in
    **a real-world business context**.

    · (For guidance, refer to:
    _How to Extrapolate and Apply_ [web article, W5 eReserve]).

    · At least 1 cited credible source.

    **Value of the Artifact in Your ePortfolio**

    · Explain how your
    **artifact adds value** to your ePortfolio audience (e.g., employers, doctoral programs).

    · Discuss
    **how you will use it** to highlight your strengths and achievements.

    · Would you make
    **any revisions** to improve the artifact? Why or why not?

    **Conclusion**

    · Summarize key takeaways from your selected artifact.

    · Reflect on how it
    **enhances your professional ePortfolio**.

    **3. Research & Citations**

    · Minimum use of sources is described above, totaling a minimum of 5 credible sources.

    · Follow
    **APA 7th edition formatting** for in-text citations and references.

    **4. Submit Your Paper Here to the Assignment**

    · Submit your paper to this Assignment tool by the stated due date and time

    **5. Review, Revise, and Submit Your Artifact**

    · Evaluate whether your
    **artifact needs revisions** before adding it to your ePortfolio.

    · Consider the following:

    · Does it need
    **proofreading** or
    **formatting improvements**?

    · Can you
    **enhance clarity or organization**?

    · Is there
    **instructor feedback** you should incorporate?

    · Is it
    **professionally presented and easy to read**?

    **## S.EvansProjectCommunicationPlan.docx**

    2

    **Project Communication Plan**

    Samantha Evans

    APUS

    March 2, 2025

    **Project Communication Plan**

    **Goals of the Communication Plan**

    The main aim of this communication plan is to establish appropriate, timely, and consistent communication among all stakeholders in the project. Provision of appropriate information to each stakeholder relevant to their function will ensure transparency, effectiveness, and alignment with organizational goals (Zwikael et al., 2023). The following are specific goals:

    · Ensuring all stakeholders understand project goals, timelines, and expectations.

    · Reducing misunderstandings by providing accurate and timely updates.

    · Facilitating decision-making by keeping key stakeholders well-informed.

    · Managing stakeholder concerns proactively to prevent project disruptions.

    **Stakeholder Communication Requirements**

    Each stakeholder has varying levels of interest, control over the project, and information needs. The following section describes each stakeholder's function, the information they require, and their communication preference.

    1.
    **Sarah Johnson (Chief Human Resources Officer – Project Sponsor)**

    ·
    **Role:** Provides overall project sponsorship and final decision-making authority.

    ·
    **Information Needed:** High-level project updates, budget reports, risk assessments, and success metrics.

    ·
    **Communication Method:** Executive meetings, email updates, formal reports.

    ·
    **Frequency:** Monthly reports, with additional updates upon request.

    ·
    **Responsible Party:** Project Manager.

    2.
    **David Carter (HR Director)**

    ·
    **Role:** Oversees project alignment with HR policies and ensures resource allocation.

    ·
    **Information Needed:** Implementation progress, resource utilization, and compliance with HR policies.

    ·
    **Communication Method:** Bi-weekly status meetings, email reports.

    ·
    **Frequency:** Bi-weekly updates and milestone completion reports.

    ·
    **Responsible Party:** Project Manager and Training Coordinator.

    3.
    **Emily Perez (Training Program Facilitator)**

    ·
    **Role:** Leads the development and execution of training sessions.

    ·
    **Information Needed:** Training schedule, course content, trainee performance metrics, feedback from participants.

    ·
    **Communication Method:** Weekly meetings, training dashboards, performance reports.

    ·
    **Frequency:** Weekly meetings and post-training evaluations.

    ·
    **Responsible Party:** Project Manager and SMEs.

    4.
    **Departmental Team Leaders**

    ·
    **Role:** Ensure team members are prepared and properly integrated into the company.

    ·
    **Information Needed:** Training schedules, department-specific training content, feedback mechanisms.

    ·
    **Communication Method:** Emails, intranet updates, quarterly progress meetings.

    ·
    **Frequency:** Monthly updates and as needed for specific concerns.

    ·
    **Responsible Party:** Training Coordinator and HR Coordinator.

    5.
    **New Employees (Trainees)**

    ·
    **Role:** Participants in the training program.

    ·
    **Information Needed:** Training schedules, learning materials, assessment results, feedback channels.

    ·
    **Communication Method:** Learning Management System (LMS), emails, in-person and virtual Q&A sessions.

    ·
    **Frequency:** Pre-training notifications, weekly updates, and post-training surveys.

    ·
    **Responsible Party:** Training Coordinator and IT Support Staff.

    **Communication Methods**

    Proper communication is an important success factor in the implementation of projects, making timely and proper information available to all concerned stakeholders as per their role and responsibility (Dwivedi & Dwivedi, 2021). Communication mode is dependent on the involvement level of the stakeholder, the nature of the message, and the timeliness of information to be transmitted. Synchronous (real-time) and asynchronous (timed) modes of communication will both be employed so that smooth coordination of the project and participation by the stakeholders may be facilitated.

    ·
    **Meetings:** Regular meetings will serve as the vehicle for strategic communication, reviewing status, and decision-making. Project kick-off meetings, check-ins with stakeholders, and reviews of milestones fall under this category. Stakeholder schedule and nature of the problem will determine arranging meetings such that the matters of utmost importance get addressed when due.

    ·
    **Emails:** Formal e-mail communication will be used to provide project status, action items, and notifications to stakeholders. E-mails provide a reliable and documented means of communication to ensure that all interested parties have access to critical information. They work best for delivering meeting minutes, policy announcements, and progress reports.

    ·
    **Reports and Dashboards:** Project performance dashboards and reports will deliver stakeholders with insights into the most critical project statistics, milestones, and risk assessments. The tools offer a quantified picture of the project's status and allow for data-based decision-making.

    ·
    **Intranet and Learning Management System (LMS):** The company intranet and LMS shall be used for distribution of training material, calendar, and test forms. This offers an ease of accessibility of employees toward training material and progress tracking through the onboarding process.

    ·
    **Virtual Training and Webinars:** Virtual training sessions and webinars will be conducted for remote trainees and stakeholders to make training accessible and interactive. These sites provide interactive learning and allow real-time Q&A sessions, enabling high levels of participant interaction.

    **Frequency of Communications**

    The following table provides a summary of communication frequency:

    | | | | |
    | — | — | — | — |
    | **Stakeholder** | **Method** | **Frequency** | **Responsible Party** |
    | Project Sponsor (Sarah Johnson) | Executive meetings, reports | Monthly | Project Manager |
    | HR Director (David Carter) | Bi-weekly status meetings | Bi-weekly | Project Manager, Training Coordinator |
    | Training Facilitator (Emily Perez) | Weekly meetings, training dashboards | Weekly | Project Manager, SMEs |
    | Team Leaders | Emails, quarterly meetings | Monthly | Training Coordinator, HR Coordinator |
    | New Employees | LMS, Q&A sessions | Weekly | Training Coordinator, IT Support Staff |

    **Project Team Member Responsibilities in Communication**

    Each team member plays a crucial role in ensuring that communication flows smoothly.

    ·
    **Project Manager** (John Doe)

    · Oversees the entire project and ensures that stakeholders receive accurate updates.

    · Communicates with executives, HR, and key decision-makers.

    ·
    **Training Coordinator** (Jane Smith)

    · Facilitates communication between training facilitators and employees.

    · Ensures training schedules and materials are communicated effectively.

    ·
    **Subject Matter Experts (SMEs)**

    · Develops and delivers training content.

    · Provides technical insights to facilitators and trainees.

    ·
    **IT Support Staff**

    · Ensures LMS and training technology are accessible and functioning correctly.

    · Provides real-time support during training sessions.

    ·
    **HR Coordinator** (Laura Martinez)

    · Manages onboarding communication and ensures new hires are well-informed.

    · Addresses any HR-related concerns from trainees.

    References

    Dwivedi, R., & Dwivedi, P. (2021). Role of stakeholders in project success: Theoretical background and approach.
    _International journal of finance, insurance and risk management_,
    _11_(1), 38-49.
    [https://www.researchgate.net/profile/Rajeev-Dwivedi-Phd/publication/351638322_Role_of_Stakeholders_in_Project_Success_Theoretical_Background_and_Approach/links/60a2d50992851cc80b5f3aec/Role-of-Stakeholders-in-Project-Success-Theoretical-Background-and-Approach.pdf](https://www.researchgate.net/profile/Rajeev-Dwivedi-Phd/publication/351638322_Role_of_Stakeholders_in_Project_Success_Theoretical_Background_and_Approach/links/60a2d50992851cc80b5f3aec/Role-of-Stakeholders-in-Project-Success-Theoretical-Background-and-Approach.pdf)

    Zwikael, O., Salmona, M., Meredith, J., & Zarghami, S. A. (2023). Enhancing project stakeholder communication under insufficient knowledge of project management concepts.
    _Engineering, Construction and Architectural Management_,
    _30_(10), 5007-5029.
    [https://www.emerald.com/insight/content/doi/10.1108/ECAM-02-2022-0154/full/html](https://www.emerald.com/insight/content/doi/10.1108/ECAM-02-2022-0154/full/html)

    **## s.evansinstructions.docx**

    1.
    **My chosen artifiact is the attached paper.**

    **2. Write a Paper (1000-1200 Words, APA 7)**

    In a
    **formal academic paper**, analyze your selected artifact using the following structure:

    **Introduction**

    · Define
    **ePortfolio** and
    **artifacts**, explaining their
    **purpose and value** (include at least two cited credible source).

    **Artifact Description**

    Describe your selected artifact including:

    · Identify your selected artifact.

    · Explain
    **why you chose it** for your ePortfolio.

    · Describe the
    **original course in your program and assignment** it was part of.

    · Explain the
    **learning objective** and
    **problem addressed** in the project.

    · Specify the
    **artifact format** (e.g., research paper, PowerPoint, business plan).

    **Insights & Professional Application**

    · Discuss the
    **skills and knowledge** you gained from working on this artifact.

    · Relate your learning to at least
    **one of the following principles**:

    ·
    **Effective business leadership**

    ·
    **Strategic decision-making**

    ·
    **Managing diverse stakeholders**

    · Minimum 2 cited credible sources

    **Extrapolation & Hypothetical Application**

    · Apply your learning to a
    **hypothetical business scenario** that includes one of the above three principles

    · Explain how insights gained from your artifact could be used in
    **a real-world business context**.

    · (For guidance, refer to:
    _How to Extrapolate and Apply_ [web article, W5 eReserve]).

    · At least 1 cited credible source.

    **Value of the Artifact in Your ePortfolio**

    · Explain how your
    **artifact adds value** to your ePortfolio audience (e.g., employers, doctoral programs).

    · Discuss
    **how you will use it** to highlight your strengths and achievements.

    · Would you make
    **any revisions** to improve the artifact? Why or why not?

    **Conclusion**

    · Summarize key takeaways from your selected artifact.

    · Reflect on how it
    **enhances your professional ePortfolio**.

    **3. Research & Citations**

    · Minimum use of sources is described above, totaling a minimum of 5 credible sources.

    · Follow
    **APA 7th edition formatting** for in-text citations and references.

    **4. Submit Your Paper Here to the Assignment**

    · Submit your paper to this Assignment tool by the stated due date and time

    **5. Review, Revise, and Submit Your Artifact**

    · Evaluate whether your
    **artifact needs revisions** before adding it to your ePortfolio.

    · Consider the following:

    · Does it need
    **proofreading** or
    **formatting improvements**?

    · Can you
    **enhance clarity or organization**?

    · Is there
    **instructor feedback** you should incorporate?

    · Is it
    **professionally presented and easy to read**?

    **## S.EvansProjectCommunicationPlan.docx**

    2

    **Project Communication Plan**

    Samantha Evans

    APUS

    March 2, 2025

    **Project Communication Plan**

    **Goals of the Communication Plan**

    The main aim of this communication plan is to establish appropriate, timely, and consistent communication among all stakeholders in the project. Provision of appropriate information to each stakeholder relevant to their function will ensure transparency, effectiveness, and alignment with organizational goals (Zwikael et al., 2023). The following are specific goals:

    · Ensuring all stakeholders understand project goals, timelines, and expectations.

    · Reducing misunderstandings by providing accurate and timely updates.

    · Facilitating decision-making by keeping key stakeholders well-informed.

    · Managing stakeholder concerns proactively to prevent project disruptions.

    **Stakeholder Communication Requirements**

    Each stakeholder has varying levels of interest, control over the project, and information needs. The following section describes each stakeholder's function, the information they require, and their communication preference.

    1.
    **Sarah Johnson (Chief Human Resources Officer – Project Sponsor)**

    ·
    **Role:** Provides overall project sponsorship and final decision-making authority.

    ·
    **Information Needed:** High-level project updates, budget reports, risk assessments, and success metrics.

    ·
    **Communication Method:** Executive meetings, email updates, formal reports.

    ·
    **Frequency:** Monthly reports, with additional updates upon request.

    ·
    **Responsible Party:** Project Manager.

    2.
    **David Carter (HR Director)**

    ·
    **Role:** Oversees project alignment with HR policies and ensures resource allocation.

    ·
    **Information Needed:** Implementation progress, resource utilization, and compliance with HR policies.

    ·
    **Communication Method:** Bi-weekly status meetings, email reports.

    ·
    **Frequency:** Bi-weekly updates and milestone completion reports.

    ·
    **Responsible Party:** Project Manager and Training Coordinator.

    3.
    **Emily Perez (Training Program Facilitator)**

    ·
    **Role:** Leads the development and execution of training sessions.

    ·
    **Information Needed:** Training schedule, course content, trainee performance metrics, feedback from participants.

    ·
    **Communication Method:** Weekly meetings, training dashboards, performance reports.

    ·
    **Frequency:** Weekly meetings and post-training evaluations.

    ·
    **Responsible Party:** Project Manager and SMEs.

    4.
    **Departmental Team Leaders**

    ·
    **Role:** Ensure team members are prepared and properly integrated into the company.

    ·
    **Information Needed:** Training schedules, department-specific training content, feedback mechanisms.

    ·
    **Communication Method:** Emails, intranet updates, quarterly progress meetings.

    ·
    **Frequency:** Monthly updates and as needed for specific concerns.

    ·
    **Responsible Party:** Training Coordinator and HR Coordinator.

    5.
    **New Employees (Trainees)**

    ·
    **Role:** Participants in the training program.

    ·
    **Information Needed:** Training schedules, learning materials, assessment results, feedback channels.

    ·
    **Communication Method:** Learning Management System (LMS), emails, in-person and virtual Q&A sessions.

    ·
    **Frequency:** Pre-training notifications, weekly updates, and post-training surveys.

    ·
    **Responsible Party:** Training Coordinator and IT Support Staff.

    **Communication Methods**

    Proper communication is an important success factor in the implementation of projects, making timely and proper information available to all concerned stakeholders as per their role and responsibility (Dwivedi & Dwivedi, 2021). Communication mode is dependent on the involvement level of the stakeholder, the nature of the message, and the timeliness of information to be transmitted. Synchronous (real-time) and asynchronous (timed) modes of communication will both be employed so that smooth coordination of the project and participation by the stakeholders may be facilitated.

    ·
    **Meetings:** Regular meetings will serve as the vehicle for strategic communication, reviewing status, and decision-making. Project kick-off meetings, check-ins with stakeholders, and reviews of milestones fall under this category. Stakeholder schedule and nature of the problem will determine arranging meetings such that the matters of utmost importance get addressed when due.

    ·
    **Emails:** Formal e-mail communication will be used to provide project status, action items, and notifications to stakeholders. E-mails provide a reliable and documented means of communication to ensure that all interested parties have access to critical information. They work best for delivering meeting minutes, policy announcements, and progress reports.

    ·
    **Reports and Dashboards:** Project performance dashboards and reports will deliver stakeholders with insights into the most critical project statistics, milestones, and risk assessments. The tools offer a quantified picture of the project's status and allow for data-based decision-making.

    ·
    **Intranet and Learning Management System (LMS):** The company intranet and LMS shall be used for distribution of training material, calendar, and test forms. This offers an ease of accessibility of employees toward training material and progress tracking through the onboarding process.

    ·
    **Virtual Training and Webinars:** Virtual training sessions and webinars will be conducted for remote trainees and stakeholders to make training accessible and interactive. These sites provide interactive learning and allow real-time Q&A sessions, enabling high levels of participant interaction.

    **Frequency of Communications**

    The following table provides a summary of communication frequency:

    | | | | |
    | — | — | — | — |
    | **Stakeholder** | **Method** | **Frequency** | **Responsible Party** |
    | Project Sponsor (Sarah Johnson) | Executive meetings, reports | Monthly | Project Manager |
    | HR Director (David Carter) | Bi-weekly status meetings | Bi-weekly | Project Manager, Training Coordinator |
    | Training Facilitator (Emily Perez) | Weekly meetings, training dashboards | Weekly | Project Manager, SMEs |
    | Team Leaders | Emails, quarterly meetings | Monthly | Training Coordinator, HR Coordinator |
    | New Employees | LMS, Q&A sessions | Weekly | Training Coordinator, IT Support Staff |

    **Project Team Member Responsibilities in Communication**

    Each team member plays a crucial role in ensuring that communication flows smoothly.

    ·
    **Project Manager** (John Doe)

    · Oversees the entire project and ensures that stakeholders receive accurate updates.

    · Communicates with executives, HR, and key decision-makers.

    ·
    **Training Coordinator** (Jane Smith)

    · Facilitates communication between training facilitators and employees.

    · Ensures training schedules and materials are communicated effectively.

    ·
    **Subject Matter Experts (SMEs)**

    · Develops and delivers training content.

    · Provides technical insights to facilitators and trainees.

    ·
    **IT Support Staff**

    · Ensures LMS and training technology are accessible and functioning correctly.

    · Provides real-time support during training sessions.

    ·
    **HR Coordinator** (Laura Martinez)

    · Manages onboarding communication and ensures new hires are well-informed.

    · Addresses any HR-related concerns from trainees.

    References

    Dwivedi, R., & Dwivedi, P. (2021). Role of stakeholders in project success: Theoretical background and approach.
    _International journal of finance, insurance and risk management_,
    _11_(1), 38-49.
    [https://www.researchgate.net/profile/Rajeev-Dwivedi-Phd/publication/351638322_Role_of_Stakeholders_in_Project_Success_Theoretical_Background_and_Approach/links/60a2d50992851cc80b5f3aec/Role-of-Stakeholders-in-Project-Success-Theoretical-Background-and-Approach.pdf](https://www.researchgate.net/profile/Rajeev-Dwivedi-Phd/publication/351638322_Role_of_Stakeholders_in_Project_Success_Theoretical_Background_and_Approach/links/60a2d50992851cc80b5f3aec/Role-of-Stakeholders-in-Project-Success-Theoretical-Background-and-Approach.pdf)

    Zwikael, O., Salmona, M., Meredith, J., & Zarghami, S. A. (2023). Enhancing project stakeholder communication under insufficient knowledge of project management concepts.
    _Engineering, Construction and Architectural Management_,
    _30_(10), 5007-5029.
    [https://www.emerald.com/insight/content/doi/10.1108/ECAM-02-2022-0154/full/html](https://www.emerald.com/insight/content/doi/10.1108/ECAM-02-2022-0154/full/html)

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    **files (2)** – ## FIN5130_Minicase2_W261.pdf – ## FIN5130_Minicase2_W261.pdf **## FIN5130_Minicase2_W261.pdf** FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar Page 1 of 4 This assignment will require you to obtain relevant information regarding IPOs. Important Notes before starti…

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    **files (2)**

    – ## FIN5130_Minicase2_W261.pdf

    – ## FIN5130_Minicase2_W261.pdf

    **## FIN5130_Minicase2_W261.pdf**

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 1 of 4

    This assignment will require you to obtain relevant information regarding IPOs.

    Important Notes before starting the Mini-case:
    1. You need to select an IPO company that has not already been selected by your classmates. Also, do

    not select the company – Oportun Financial Corp because we are using this company as an example

    in class notes.

    2. Do not pick an IPO prior to 1996. The Securities and Exchange Commission (SEC) started requiring

    companies to upload filings online starting 1996. So, you will not be able to find data for your

    selected IPO if you pick an IPO with an offer date prior to 1996.

    3. If you have a company in mind that you want to track for the Mini-case but don't know the exact IPO

    date, then just google on "Company IPO date". For example, "Uber IPO Date" or "when did Uber go

    public". Once you get the date then go to Nasdaq IPO calendar and complete the details required for

    the Mini-case. Again, remember, if your company went IPO prior to 1996, you will not find the data

    so you will need to pick a different company.

    4. If you are unsure about which IPO you want to select, you can search for the top IPOs of a particular

    year or use one of the companies listed on the Nasdaq IPO Calendar . This website includes past and

    upcoming IPOs. Do not select upcoming IPOs as they are not yet completed so you will not have all

    the data.

    5. You can upload with a Word document or Excel document – either is fine. To receive points,

    remember to show your formula, calculations, and snapshots wherever requested under that

    question – do not just type your final answer.

    Questions:

    5 points 1. What is an Initial Public Offering (IPO)? How does it differ from a Seasoned Equity

    offering (SEO)?

    Also state the slide number from the handout notes in your explanation.

    5 points 2. Say, you are interested in an IPO. How can you invest in an IPO?

    You will find the answer to this question here:

    https://www.sec.gov/investor/alerts/ipo-investorbulletin.pdf

    5 points 3. Explain in your own words the advantages and disadvantages of going public.

    Also state the slide number from the handout notes in your explanation.

    5 points 4. Select a company that has issued an IPO from Nasdaq IPO Calendar. Enter the name

    of your IPO company, the ticker symbol, the offer date, the offer price, shares

    offered, and the screenshot under “Mini-case 2” Forum. Enter this information in

    your Mini-case 2 document as well.

    Look at my example under Mini-case 2 Forum and submit similar information and

    screenshot for your selected IPO company.

    [https://www.nasdaq.com/market-activity/ipos](https://www.nasdaq.com/market-activity/ipos)

    [https://www.sec.gov/investor/alerts/ipo-investorbulletin.pdf](https://www.sec.gov/investor/alerts/ipo-investorbulletin.pdf)

    [https://www.nasdaq.com/market-activity/ipos](https://www.nasdaq.com/market-activity/ipos)

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 2 of 4

    5 points 5. Provide a brief description of the company in a couple of lines in your own words.

    Provide a reference of where you obtained this information from.

    15 points 6. What are the direct costs of an IPO to the company? Obtain your answer both in

    dollars and percentages.

    After the company completes its IPO, it will submit all IPO completion details to SEC

    generally via Form 424B4.

    To quickly access Form 424B4 related to this IPO, you can click on your selected IPO

    company’s name under IPO Calendar in Nasdaq.com website and then click on

    “Financials & Filings” and scroll down to get the direct link to Form 424B4.

    a. Direct Costs in dollars = Underwriting discounts and commissions per share

    (no need to calculate – this is stated in Form 424B4).

    b. Direct Costs in percentages = Underwriting discounts and commissions per

    share/Offer price.

    Upload a scanned image showing the underwriter commissions and offering price

    to public from Form 424B4.

    Show your calculation for 6(b).

    5 points 7. Who are the underwriters for your company’s IPO and how many shares did each

    underwriter agree to see in the offering?

    Upload a scanned image showing the underwriters and number of shares they

    agreed to sell from Form 424B4.

    10 points 8. Go to Yahoo! Finance website: Enter the company’s ticker and then go to Historical

    Data. What is the Closing Price on the company’s very first day of its trading?

    a) Under Historical Data, select “Max” under time. This will display the data for all

    trading dates. Scroll down to the very first trading date.

    Now, the closing prices provided by Yahoo! Finance are adjusted for stock splits

    over the life of that stock. We need the first day’s closing price that is not adjusted

    for stock splits. To get that information, follow steps b) to d):

    b) Obtain all stock splits that occurred after the company went public as follows:

    • Select the entire period (i.e., select “Max”).

    • Under Historical Prices dropdown menu, select “Stock Splits”.

    [https://www.nasdaq.com/market-activity/ipos](https://www.nasdaq.com/market-activity/ipos)

    [https://finance.yahoo.com/](https://finance.yahoo.com/)

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 3 of 4

    • Pick any Frequency; it does not matter.

    c) Calculate the cumulative stock split factor.

    • For multiple splits, multiply the individual split factors.

    • For example, for a 2-for-1 followed by a 3-for-1 split, the cumulative factor

    = 2 × 3 = 6.

    d) Multiply the adjusted price (i.e., the adjusted first day closing price you obtained in

    Part 8.a) by the cumulative stock split factor to get the unadjusted price. This is

    your answer for the first day closing price that is unadjusted for stock splits.

    Paste a snapshot of the closing price on the first day of trading from Yahoo!

    Finance Historical Data (what you obtained under 8.a).

    Paste a snapshot of the stock splits from Yahoo! Finance Historical Data (what you

    obtained under 8.b).

    Show your calculation for 8.c) and 8.d).

    10 points 9. What are the indirect costs of an IPO to the company in percentages?

    Underpricing% =
    (Closing Price on first day of trading−Offer Price)

    Offer Price

    Hints:

    a. You should have obtained the Offer Price and number of shares offered in

    the IPO in Question #4.

    b. Use the unadjusted first trading day closing price in your calculation. You

    should have obtained the unadjusted Closing price on the first day of

    trading in Question 8.d).

    Show your calculation.

    10 points 10. What are the indirect costs of an IPO to the company in dollars?

    Money left on the table = Indirect costs of an IPO =

    (Closing price on the first day of trading – Offer Price) * number of shares offered in

    the IPO

    Hints:

    a. You should have obtained the Offer Price and number of shares offered in

    the IPO in Question #4.

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 4 of 4

    b. Use the unadjusted first trading day closing price in your calculation. You

    should have obtained the unadjusted Closing price on the first day of

    trading in Question 8.d).

    Show your calculation.

    While, on average, the IPOS are underpriced (that is, the first day’s closing price is

    higher than the offering price), not all IPO companies will exhibit these findings. You

    will find some IPO companies where the first day closing price will not be higher

    than the offer price. That’s fine. You can use the same above formula and leave

    your answer as a negative number.

    Interesting fact: From 1980-2024, $237.03 billion were “left on the table” by 9,253

    IPOs in the U.S. (IPOs-Underpricing).

    5 points 11. What is today’s (i.e., most recent or newest) closing price you observe for this

    company?

    Go to Yahoo! Finance website and select the most recent Adj. Closing price.

    Paste a snapshot of the most recent Adj. closing price from Yahoo! Finance

    Historical Data.

    20 points 12. Suppose you purchased 500 shares at closing price on first day of trading and sold it

    today,

    a. What is the dollar return on your investment?

    b. What is the percentage return on your investment?

    Use the Adj. Closing Price on the first day of trading. You should already that

    number in your screenshot for Question 8.a).

    Use the most recent Adj. Closing Price. You should have found this in Question #11.

    Note that since we are using the Adj. Closing Price from Yahoo! Finance website, we

    do not need to adjust for stock splits and dividends. Adj. Closing Price provided by

    Yahoo! Finance is already adjusted for stock splits and dividends.

    Show your calculation.

    [https://site.warrington.ufl.edu/ritter/files/IPOs-Underpricing.pdf](https://site.warrington.ufl.edu/ritter/files/IPOs-Underpricing.pdf)

    [https://finance.yahoo.com/](https://finance.yahoo.com/)

    **## FIN5130_Minicase2_W261.pdf**

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 1 of 4

    This assignment will require you to obtain relevant information regarding IPOs.

    Important Notes before starting the Mini-case:
    1. You need to select an IPO company that has not already been selected by your classmates. Also, do

    not select the company – Oportun Financial Corp because we are using this company as an example

    in class notes.

    2. Do not pick an IPO prior to 1996. The Securities and Exchange Commission (SEC) started requiring

    companies to upload filings online starting 1996. So, you will not be able to find data for your

    selected IPO if you pick an IPO with an offer date prior to 1996.

    3. If you have a company in mind that you want to track for the Mini-case but don't know the exact IPO

    date, then just google on "Company IPO date". For example, "Uber IPO Date" or "when did Uber go

    public". Once you get the date then go to Nasdaq IPO calendar and complete the details required for

    the Mini-case. Again, remember, if your company went IPO prior to 1996, you will not find the data

    so you will need to pick a different company.

    4. If you are unsure about which IPO you want to select, you can search for the top IPOs of a particular

    year or use one of the companies listed on the Nasdaq IPO Calendar . This website includes past and

    upcoming IPOs. Do not select upcoming IPOs as they are not yet completed so you will not have all

    the data.

    5. You can upload with a Word document or Excel document – either is fine. To receive points,

    remember to show your formula, calculations, and snapshots wherever requested under that

    question – do not just type your final answer.

    Questions:

    5 points 1. What is an Initial Public Offering (IPO)? How does it differ from a Seasoned Equity

    offering (SEO)?

    Also state the slide number from the handout notes in your explanation.

    5 points 2. Say, you are interested in an IPO. How can you invest in an IPO?

    You will find the answer to this question here:

    https://www.sec.gov/investor/alerts/ipo-investorbulletin.pdf

    5 points 3. Explain in your own words the advantages and disadvantages of going public.

    Also state the slide number from the handout notes in your explanation.

    5 points 4. Select a company that has issued an IPO from Nasdaq IPO Calendar. Enter the name

    of your IPO company, the ticker symbol, the offer date, the offer price, shares

    offered, and the screenshot under “Mini-case 2” Forum. Enter this information in

    your Mini-case 2 document as well.

    Look at my example under Mini-case 2 Forum and submit similar information and

    screenshot for your selected IPO company.

    [https://www.nasdaq.com/market-activity/ipos](https://www.nasdaq.com/market-activity/ipos)

    [https://www.sec.gov/investor/alerts/ipo-investorbulletin.pdf](https://www.sec.gov/investor/alerts/ipo-investorbulletin.pdf)

    [https://www.nasdaq.com/market-activity/ipos](https://www.nasdaq.com/market-activity/ipos)

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 2 of 4

    5 points 5. Provide a brief description of the company in a couple of lines in your own words.

    Provide a reference of where you obtained this information from.

    15 points 6. What are the direct costs of an IPO to the company? Obtain your answer both in

    dollars and percentages.

    After the company completes its IPO, it will submit all IPO completion details to SEC

    generally via Form 424B4.

    To quickly access Form 424B4 related to this IPO, you can click on your selected IPO

    company’s name under IPO Calendar in Nasdaq.com website and then click on

    “Financials & Filings” and scroll down to get the direct link to Form 424B4.

    a. Direct Costs in dollars = Underwriting discounts and commissions per share

    (no need to calculate – this is stated in Form 424B4).

    b. Direct Costs in percentages = Underwriting discounts and commissions per

    share/Offer price.

    Upload a scanned image showing the underwriter commissions and offering price

    to public from Form 424B4.

    Show your calculation for 6(b).

    5 points 7. Who are the underwriters for your company’s IPO and how many shares did each

    underwriter agree to see in the offering?

    Upload a scanned image showing the underwriters and number of shares they

    agreed to sell from Form 424B4.

    10 points 8. Go to Yahoo! Finance website: Enter the company’s ticker and then go to Historical

    Data. What is the Closing Price on the company’s very first day of its trading?

    a) Under Historical Data, select “Max” under time. This will display the data for all

    trading dates. Scroll down to the very first trading date.

    Now, the closing prices provided by Yahoo! Finance are adjusted for stock splits

    over the life of that stock. We need the first day’s closing price that is not adjusted

    for stock splits. To get that information, follow steps b) to d):

    b) Obtain all stock splits that occurred after the company went public as follows:

    • Select the entire period (i.e., select “Max”).

    • Under Historical Prices dropdown menu, select “Stock Splits”.

    [https://www.nasdaq.com/market-activity/ipos](https://www.nasdaq.com/market-activity/ipos)

    [https://finance.yahoo.com/](https://finance.yahoo.com/)

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 3 of 4

    • Pick any Frequency; it does not matter.

    c) Calculate the cumulative stock split factor.

    • For multiple splits, multiply the individual split factors.

    • For example, for a 2-for-1 followed by a 3-for-1 split, the cumulative factor

    = 2 × 3 = 6.

    d) Multiply the adjusted price (i.e., the adjusted first day closing price you obtained in

    Part 8.a) by the cumulative stock split factor to get the unadjusted price. This is

    your answer for the first day closing price that is unadjusted for stock splits.

    Paste a snapshot of the closing price on the first day of trading from Yahoo!

    Finance Historical Data (what you obtained under 8.a).

    Paste a snapshot of the stock splits from Yahoo! Finance Historical Data (what you

    obtained under 8.b).

    Show your calculation for 8.c) and 8.d).

    10 points 9. What are the indirect costs of an IPO to the company in percentages?

    Underpricing% =
    (Closing Price on first day of trading−Offer Price)

    Offer Price

    Hints:

    a. You should have obtained the Offer Price and number of shares offered in

    the IPO in Question #4.

    b. Use the unadjusted first trading day closing price in your calculation. You

    should have obtained the unadjusted Closing price on the first day of

    trading in Question 8.d).

    Show your calculation.

    10 points 10. What are the indirect costs of an IPO to the company in dollars?

    Money left on the table = Indirect costs of an IPO =

    (Closing price on the first day of trading – Offer Price) * number of shares offered in

    the IPO

    Hints:

    a. You should have obtained the Offer Price and number of shares offered in

    the IPO in Question #4.

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 4 of 4

    b. Use the unadjusted first trading day closing price in your calculation. You

    should have obtained the unadjusted Closing price on the first day of

    trading in Question 8.d).

    Show your calculation.

    While, on average, the IPOS are underpriced (that is, the first day’s closing price is

    higher than the offering price), not all IPO companies will exhibit these findings. You

    will find some IPO companies where the first day closing price will not be higher

    than the offer price. That’s fine. You can use the same above formula and leave

    your answer as a negative number.

    Interesting fact: From 1980-2024, $237.03 billion were “left on the table” by 9,253

    IPOs in the U.S. (IPOs-Underpricing).

    5 points 11. What is today’s (i.e., most recent or newest) closing price you observe for this

    company?

    Go to Yahoo! Finance website and select the most recent Adj. Closing price.

    Paste a snapshot of the most recent Adj. closing price from Yahoo! Finance

    Historical Data.

    20 points 12. Suppose you purchased 500 shares at closing price on first day of trading and sold it

    today,

    a. What is the dollar return on your investment?

    b. What is the percentage return on your investment?

    Use the Adj. Closing Price on the first day of trading. You should already that

    number in your screenshot for Question 8.a).

    Use the most recent Adj. Closing Price. You should have found this in Question #11.

    Note that since we are using the Adj. Closing Price from Yahoo! Finance website, we

    do not need to adjust for stock splits and dividends. Adj. Closing Price provided by

    Yahoo! Finance is already adjusted for stock splits and dividends.

    Show your calculation.

    [https://site.warrington.ufl.edu/ritter/files/IPOs-Underpricing.pdf](https://site.warrington.ufl.edu/ritter/files/IPOs-Underpricing.pdf)

    [https://finance.yahoo.com/](https://finance.yahoo.com/)

    **## FIN5130_Minicase2_W261.pdf**

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 1 of 4

    This assignment will require you to obtain relevant information regarding IPOs.

    Important Notes before starting the Mini-case:
    1. You need to select an IPO company that has not already been selected by your classmates. Also, do

    not select the company – Oportun Financial Corp because we are using this company as an example

    in class notes.

    2. Do not pick an IPO prior to 1996. The Securities and Exchange Commission (SEC) started requiring

    companies to upload filings online starting 1996. So, you will not be able to find data for your

    selected IPO if you pick an IPO with an offer date prior to 1996.

    3. If you have a company in mind that you want to track for the Mini-case but don't know the exact IPO

    date, then just google on "Company IPO date". For example, "Uber IPO Date" or "when did Uber go

    public". Once you get the date then go to Nasdaq IPO calendar and complete the details required for

    the Mini-case. Again, remember, if your company went IPO prior to 1996, you will not find the data

    so you will need to pick a different company.

    4. If you are unsure about which IPO you want to select, you can search for the top IPOs of a particular

    year or use one of the companies listed on the Nasdaq IPO Calendar . This website includes past and

    upcoming IPOs. Do not select upcoming IPOs as they are not yet completed so you will not have all

    the data.

    5. You can upload with a Word document or Excel document – either is fine. To receive points,

    remember to show your formula, calculations, and snapshots wherever requested under that

    question – do not just type your final answer.

    Questions:

    5 points 1. What is an Initial Public Offering (IPO)? How does it differ from a Seasoned Equity

    offering (SEO)?

    Also state the slide number from the handout notes in your explanation.

    5 points 2. Say, you are interested in an IPO. How can you invest in an IPO?

    You will find the answer to this question here:

    https://www.sec.gov/investor/alerts/ipo-investorbulletin.pdf

    5 points 3. Explain in your own words the advantages and disadvantages of going public.

    Also state the slide number from the handout notes in your explanation.

    5 points 4. Select a company that has issued an IPO from Nasdaq IPO Calendar. Enter the name

    of your IPO company, the ticker symbol, the offer date, the offer price, shares

    offered, and the screenshot under “Mini-case 2” Forum. Enter this information in

    your Mini-case 2 document as well.

    Look at my example under Mini-case 2 Forum and submit similar information and

    screenshot for your selected IPO company.

    [https://www.nasdaq.com/market-activity/ipos](https://www.nasdaq.com/market-activity/ipos)

    [https://www.sec.gov/investor/alerts/ipo-investorbulletin.pdf](https://www.sec.gov/investor/alerts/ipo-investorbulletin.pdf)

    [https://www.nasdaq.com/market-activity/ipos](https://www.nasdaq.com/market-activity/ipos)

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 2 of 4

    5 points 5. Provide a brief description of the company in a couple of lines in your own words.

    Provide a reference of where you obtained this information from.

    15 points 6. What are the direct costs of an IPO to the company? Obtain your answer both in

    dollars and percentages.

    After the company completes its IPO, it will submit all IPO completion details to SEC

    generally via Form 424B4.

    To quickly access Form 424B4 related to this IPO, you can click on your selected IPO

    company’s name under IPO Calendar in Nasdaq.com website and then click on

    “Financials & Filings” and scroll down to get the direct link to Form 424B4.

    a. Direct Costs in dollars = Underwriting discounts and commissions per share

    (no need to calculate – this is stated in Form 424B4).

    b. Direct Costs in percentages = Underwriting discounts and commissions per

    share/Offer price.

    Upload a scanned image showing the underwriter commissions and offering price

    to public from Form 424B4.

    Show your calculation for 6(b).

    5 points 7. Who are the underwriters for your company’s IPO and how many shares did each

    underwriter agree to see in the offering?

    Upload a scanned image showing the underwriters and number of shares they

    agreed to sell from Form 424B4.

    10 points 8. Go to Yahoo! Finance website: Enter the company’s ticker and then go to Historical

    Data. What is the Closing Price on the company’s very first day of its trading?

    a) Under Historical Data, select “Max” under time. This will display the data for all

    trading dates. Scroll down to the very first trading date.

    Now, the closing prices provided by Yahoo! Finance are adjusted for stock splits

    over the life of that stock. We need the first day’s closing price that is not adjusted

    for stock splits. To get that information, follow steps b) to d):

    b) Obtain all stock splits that occurred after the company went public as follows:

    • Select the entire period (i.e., select “Max”).

    • Under Historical Prices dropdown menu, select “Stock Splits”.

    [https://www.nasdaq.com/market-activity/ipos](https://www.nasdaq.com/market-activity/ipos)

    [https://finance.yahoo.com/](https://finance.yahoo.com/)

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 3 of 4

    • Pick any Frequency; it does not matter.

    c) Calculate the cumulative stock split factor.

    • For multiple splits, multiply the individual split factors.

    • For example, for a 2-for-1 followed by a 3-for-1 split, the cumulative factor

    = 2 × 3 = 6.

    d) Multiply the adjusted price (i.e., the adjusted first day closing price you obtained in

    Part 8.a) by the cumulative stock split factor to get the unadjusted price. This is

    your answer for the first day closing price that is unadjusted for stock splits.

    Paste a snapshot of the closing price on the first day of trading from Yahoo!

    Finance Historical Data (what you obtained under 8.a).

    Paste a snapshot of the stock splits from Yahoo! Finance Historical Data (what you

    obtained under 8.b).

    Show your calculation for 8.c) and 8.d).

    10 points 9. What are the indirect costs of an IPO to the company in percentages?

    Underpricing% =
    (Closing Price on first day of trading−Offer Price)

    Offer Price

    Hints:

    a. You should have obtained the Offer Price and number of shares offered in

    the IPO in Question #4.

    b. Use the unadjusted first trading day closing price in your calculation. You

    should have obtained the unadjusted Closing price on the first day of

    trading in Question 8.d).

    Show your calculation.

    10 points 10. What are the indirect costs of an IPO to the company in dollars?

    Money left on the table = Indirect costs of an IPO =

    (Closing price on the first day of trading – Offer Price) * number of shares offered in

    the IPO

    Hints:

    a. You should have obtained the Offer Price and number of shares offered in

    the IPO in Question #4.

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 4 of 4

    b. Use the unadjusted first trading day closing price in your calculation. You

    should have obtained the unadjusted Closing price on the first day of

    trading in Question 8.d).

    Show your calculation.

    While, on average, the IPOS are underpriced (that is, the first day’s closing price is

    higher than the offering price), not all IPO companies will exhibit these findings. You

    will find some IPO companies where the first day closing price will not be higher

    than the offer price. That’s fine. You can use the same above formula and leave

    your answer as a negative number.

    Interesting fact: From 1980-2024, $237.03 billion were “left on the table” by 9,253

    IPOs in the U.S. (IPOs-Underpricing).

    5 points 11. What is today’s (i.e., most recent or newest) closing price you observe for this

    company?

    Go to Yahoo! Finance website and select the most recent Adj. Closing price.

    Paste a snapshot of the most recent Adj. closing price from Yahoo! Finance

    Historical Data.

    20 points 12. Suppose you purchased 500 shares at closing price on first day of trading and sold it

    today,

    a. What is the dollar return on your investment?

    b. What is the percentage return on your investment?

    Use the Adj. Closing Price on the first day of trading. You should already that

    number in your screenshot for Question 8.a).

    Use the most recent Adj. Closing Price. You should have found this in Question #11.

    Note that since we are using the Adj. Closing Price from Yahoo! Finance website, we

    do not need to adjust for stock splits and dividends. Adj. Closing Price provided by

    Yahoo! Finance is already adjusted for stock splits and dividends.

    Show your calculation.

    [https://site.warrington.ufl.edu/ritter/files/IPOs-Underpricing.pdf](https://site.warrington.ufl.edu/ritter/files/IPOs-Underpricing.pdf)

    [https://finance.yahoo.com/](https://finance.yahoo.com/)

    **## FIN5130_Minicase2_W261.pdf**

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 1 of 4

    This assignment will require you to obtain relevant information regarding IPOs.

    Important Notes before starting the Mini-case:
    1. You need to select an IPO company that has not already been selected by your classmates. Also, do

    not select the company – Oportun Financial Corp because we are using this company as an example

    in class notes.

    2. Do not pick an IPO prior to 1996. The Securities and Exchange Commission (SEC) started requiring

    companies to upload filings online starting 1996. So, you will not be able to find data for your

    selected IPO if you pick an IPO with an offer date prior to 1996.

    3. If you have a company in mind that you want to track for the Mini-case but don't know the exact IPO

    date, then just google on "Company IPO date". For example, "Uber IPO Date" or "when did Uber go

    public". Once you get the date then go to Nasdaq IPO calendar and complete the details required for

    the Mini-case. Again, remember, if your company went IPO prior to 1996, you will not find the data

    so you will need to pick a different company.

    4. If you are unsure about which IPO you want to select, you can search for the top IPOs of a particular

    year or use one of the companies listed on the Nasdaq IPO Calendar . This website includes past and

    upcoming IPOs. Do not select upcoming IPOs as they are not yet completed so you will not have all

    the data.

    5. You can upload with a Word document or Excel document – either is fine. To receive points,

    remember to show your formula, calculations, and snapshots wherever requested under that

    question – do not just type your final answer.

    Questions:

    5 points 1. What is an Initial Public Offering (IPO)? How does it differ from a Seasoned Equity

    offering (SEO)?

    Also state the slide number from the handout notes in your explanation.

    5 points 2. Say, you are interested in an IPO. How can you invest in an IPO?

    You will find the answer to this question here:

    https://www.sec.gov/investor/alerts/ipo-investorbulletin.pdf

    5 points 3. Explain in your own words the advantages and disadvantages of going public.

    Also state the slide number from the handout notes in your explanation.

    5 points 4. Select a company that has issued an IPO from Nasdaq IPO Calendar. Enter the name

    of your IPO company, the ticker symbol, the offer date, the offer price, shares

    offered, and the screenshot under “Mini-case 2” Forum. Enter this information in

    your Mini-case 2 document as well.

    Look at my example under Mini-case 2 Forum and submit similar information and

    screenshot for your selected IPO company.

    [https://www.nasdaq.com/market-activity/ipos](https://www.nasdaq.com/market-activity/ipos)

    [https://www.sec.gov/investor/alerts/ipo-investorbulletin.pdf](https://www.sec.gov/investor/alerts/ipo-investorbulletin.pdf)

    [https://www.nasdaq.com/market-activity/ipos](https://www.nasdaq.com/market-activity/ipos)

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 2 of 4

    5 points 5. Provide a brief description of the company in a couple of lines in your own words.

    Provide a reference of where you obtained this information from.

    15 points 6. What are the direct costs of an IPO to the company? Obtain your answer both in

    dollars and percentages.

    After the company completes its IPO, it will submit all IPO completion details to SEC

    generally via Form 424B4.

    To quickly access Form 424B4 related to this IPO, you can click on your selected IPO

    company’s name under IPO Calendar in Nasdaq.com website and then click on

    “Financials & Filings” and scroll down to get the direct link to Form 424B4.

    a. Direct Costs in dollars = Underwriting discounts and commissions per share

    (no need to calculate – this is stated in Form 424B4).

    b. Direct Costs in percentages = Underwriting discounts and commissions per

    share/Offer price.

    Upload a scanned image showing the underwriter commissions and offering price

    to public from Form 424B4.

    Show your calculation for 6(b).

    5 points 7. Who are the underwriters for your company’s IPO and how many shares did each

    underwriter agree to see in the offering?

    Upload a scanned image showing the underwriters and number of shares they

    agreed to sell from Form 424B4.

    10 points 8. Go to Yahoo! Finance website: Enter the company’s ticker and then go to Historical

    Data. What is the Closing Price on the company’s very first day of its trading?

    a) Under Historical Data, select “Max” under time. This will display the data for all

    trading dates. Scroll down to the very first trading date.

    Now, the closing prices provided by Yahoo! Finance are adjusted for stock splits

    over the life of that stock. We need the first day’s closing price that is not adjusted

    for stock splits. To get that information, follow steps b) to d):

    b) Obtain all stock splits that occurred after the company went public as follows:

    • Select the entire period (i.e., select “Max”).

    • Under Historical Prices dropdown menu, select “Stock Splits”.

    [https://www.nasdaq.com/market-activity/ipos](https://www.nasdaq.com/market-activity/ipos)

    [https://finance.yahoo.com/](https://finance.yahoo.com/)

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 3 of 4

    • Pick any Frequency; it does not matter.

    c) Calculate the cumulative stock split factor.

    • For multiple splits, multiply the individual split factors.

    • For example, for a 2-for-1 followed by a 3-for-1 split, the cumulative factor

    = 2 × 3 = 6.

    d) Multiply the adjusted price (i.e., the adjusted first day closing price you obtained in

    Part 8.a) by the cumulative stock split factor to get the unadjusted price. This is

    your answer for the first day closing price that is unadjusted for stock splits.

    Paste a snapshot of the closing price on the first day of trading from Yahoo!

    Finance Historical Data (what you obtained under 8.a).

    Paste a snapshot of the stock splits from Yahoo! Finance Historical Data (what you

    obtained under 8.b).

    Show your calculation for 8.c) and 8.d).

    10 points 9. What are the indirect costs of an IPO to the company in percentages?

    Underpricing% =
    (Closing Price on first day of trading−Offer Price)

    Offer Price

    Hints:

    a. You should have obtained the Offer Price and number of shares offered in

    the IPO in Question #4.

    b. Use the unadjusted first trading day closing price in your calculation. You

    should have obtained the unadjusted Closing price on the first day of

    trading in Question 8.d).

    Show your calculation.

    10 points 10. What are the indirect costs of an IPO to the company in dollars?

    Money left on the table = Indirect costs of an IPO =

    (Closing price on the first day of trading – Offer Price) * number of shares offered in

    the IPO

    Hints:

    a. You should have obtained the Offer Price and number of shares offered in

    the IPO in Question #4.

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 4 of 4

    b. Use the unadjusted first trading day closing price in your calculation. You

    should have obtained the unadjusted Closing price on the first day of

    trading in Question 8.d).

    Show your calculation.

    While, on average, the IPOS are underpriced (that is, the first day’s closing price is

    higher than the offering price), not all IPO companies will exhibit these findings. You

    will find some IPO companies where the first day closing price will not be higher

    than the offer price. That’s fine. You can use the same above formula and leave

    your answer as a negative number.

    Interesting fact: From 1980-2024, $237.03 billion were “left on the table” by 9,253

    IPOs in the U.S. (IPOs-Underpricing).

    5 points 11. What is today’s (i.e., most recent or newest) closing price you observe for this

    company?

    Go to Yahoo! Finance website and select the most recent Adj. Closing price.

    Paste a snapshot of the most recent Adj. closing price from Yahoo! Finance

    Historical Data.

    20 points 12. Suppose you purchased 500 shares at closing price on first day of trading and sold it

    today,

    a. What is the dollar return on your investment?

    b. What is the percentage return on your investment?

    Use the Adj. Closing Price on the first day of trading. You should already that

    number in your screenshot for Question 8.a).

    Use the most recent Adj. Closing Price. You should have found this in Question #11.

    Note that since we are using the Adj. Closing Price from Yahoo! Finance website, we

    do not need to adjust for stock splits and dividends. Adj. Closing Price provided by

    Yahoo! Finance is already adjusted for stock splits and dividends.

    Show your calculation.

    [https://site.warrington.ufl.edu/ritter/files/IPOs-Underpricing.pdf](https://site.warrington.ufl.edu/ritter/files/IPOs-Underpricing.pdf)

    [https://finance.yahoo.com/](https://finance.yahoo.com/)

    **## FIN5130_Minicase2_W261.pdf**

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 1 of 4

    This assignment will require you to obtain relevant information regarding IPOs.

    Important Notes before starting the Mini-case:
    1. You need to select an IPO company that has not already been selected by your classmates. Also, do

    not select the company – Oportun Financial Corp because we are using this company as an example

    in class notes.

    2. Do not pick an IPO prior to 1996. The Securities and Exchange Commission (SEC) started requiring

    companies to upload filings online starting 1996. So, you will not be able to find data for your

    selected IPO if you pick an IPO with an offer date prior to 1996.

    3. If you have a company in mind that you want to track for the Mini-case but don't know the exact IPO

    date, then just google on "Company IPO date". For example, "Uber IPO Date" or "when did Uber go

    public". Once you get the date then go to Nasdaq IPO calendar and complete the details required for

    the Mini-case. Again, remember, if your company went IPO prior to 1996, you will not find the data

    so you will need to pick a different company.

    4. If you are unsure about which IPO you want to select, you can search for the top IPOs of a particular

    year or use one of the companies listed on the Nasdaq IPO Calendar . This website includes past and

    upcoming IPOs. Do not select upcoming IPOs as they are not yet completed so you will not have all

    the data.

    5. You can upload with a Word document or Excel document – either is fine. To receive points,

    remember to show your formula, calculations, and snapshots wherever requested under that

    question – do not just type your final answer.

    Questions:

    5 points 1. What is an Initial Public Offering (IPO)? How does it differ from a Seasoned Equity

    offering (SEO)?

    Also state the slide number from the handout notes in your explanation.

    5 points 2. Say, you are interested in an IPO. How can you invest in an IPO?

    You will find the answer to this question here:

    https://www.sec.gov/investor/alerts/ipo-investorbulletin.pdf

    5 points 3. Explain in your own words the advantages and disadvantages of going public.

    Also state the slide number from the handout notes in your explanation.

    5 points 4. Select a company that has issued an IPO from Nasdaq IPO Calendar. Enter the name

    of your IPO company, the ticker symbol, the offer date, the offer price, shares

    offered, and the screenshot under “Mini-case 2” Forum. Enter this information in

    your Mini-case 2 document as well.

    Look at my example under Mini-case 2 Forum and submit similar information and

    screenshot for your selected IPO company.

    [https://www.nasdaq.com/market-activity/ipos](https://www.nasdaq.com/market-activity/ipos)

    [https://www.sec.gov/investor/alerts/ipo-investorbulletin.pdf](https://www.sec.gov/investor/alerts/ipo-investorbulletin.pdf)

    [https://www.nasdaq.com/market-activity/ipos](https://www.nasdaq.com/market-activity/ipos)

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 2 of 4

    5 points 5. Provide a brief description of the company in a couple of lines in your own words.

    Provide a reference of where you obtained this information from.

    15 points 6. What are the direct costs of an IPO to the company? Obtain your answer both in

    dollars and percentages.

    After the company completes its IPO, it will submit all IPO completion details to SEC

    generally via Form 424B4.

    To quickly access Form 424B4 related to this IPO, you can click on your selected IPO

    company’s name under IPO Calendar in Nasdaq.com website and then click on

    “Financials & Filings” and scroll down to get the direct link to Form 424B4.

    a. Direct Costs in dollars = Underwriting discounts and commissions per share

    (no need to calculate – this is stated in Form 424B4).

    b. Direct Costs in percentages = Underwriting discounts and commissions per

    share/Offer price.

    Upload a scanned image showing the underwriter commissions and offering price

    to public from Form 424B4.

    Show your calculation for 6(b).

    5 points 7. Who are the underwriters for your company’s IPO and how many shares did each

    underwriter agree to see in the offering?

    Upload a scanned image showing the underwriters and number of shares they

    agreed to sell from Form 424B4.

    10 points 8. Go to Yahoo! Finance website: Enter the company’s ticker and then go to Historical

    Data. What is the Closing Price on the company’s very first day of its trading?

    a) Under Historical Data, select “Max” under time. This will display the data for all

    trading dates. Scroll down to the very first trading date.

    Now, the closing prices provided by Yahoo! Finance are adjusted for stock splits

    over the life of that stock. We need the first day’s closing price that is not adjusted

    for stock splits. To get that information, follow steps b) to d):

    b) Obtain all stock splits that occurred after the company went public as follows:

    • Select the entire period (i.e., select “Max”).

    • Under Historical Prices dropdown menu, select “Stock Splits”.

    [https://www.nasdaq.com/market-activity/ipos](https://www.nasdaq.com/market-activity/ipos)

    [https://finance.yahoo.com/](https://finance.yahoo.com/)

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 3 of 4

    • Pick any Frequency; it does not matter.

    c) Calculate the cumulative stock split factor.

    • For multiple splits, multiply the individual split factors.

    • For example, for a 2-for-1 followed by a 3-for-1 split, the cumulative factor

    = 2 × 3 = 6.

    d) Multiply the adjusted price (i.e., the adjusted first day closing price you obtained in

    Part 8.a) by the cumulative stock split factor to get the unadjusted price. This is

    your answer for the first day closing price that is unadjusted for stock splits.

    Paste a snapshot of the closing price on the first day of trading from Yahoo!

    Finance Historical Data (what you obtained under 8.a).

    Paste a snapshot of the stock splits from Yahoo! Finance Historical Data (what you

    obtained under 8.b).

    Show your calculation for 8.c) and 8.d).

    10 points 9. What are the indirect costs of an IPO to the company in percentages?

    Underpricing% =
    (Closing Price on first day of trading−Offer Price)

    Offer Price

    Hints:

    a. You should have obtained the Offer Price and number of shares offered in

    the IPO in Question #4.

    b. Use the unadjusted first trading day closing price in your calculation. You

    should have obtained the unadjusted Closing price on the first day of

    trading in Question 8.d).

    Show your calculation.

    10 points 10. What are the indirect costs of an IPO to the company in dollars?

    Money left on the table = Indirect costs of an IPO =

    (Closing price on the first day of trading – Offer Price) * number of shares offered in

    the IPO

    Hints:

    a. You should have obtained the Offer Price and number of shares offered in

    the IPO in Question #4.

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 4 of 4

    b. Use the unadjusted first trading day closing price in your calculation. You

    should have obtained the unadjusted Closing price on the first day of

    trading in Question 8.d).

    Show your calculation.

    While, on average, the IPOS are underpriced (that is, the first day’s closing price is

    higher than the offering price), not all IPO companies will exhibit these findings. You

    will find some IPO companies where the first day closing price will not be higher

    than the offer price. That’s fine. You can use the same above formula and leave

    your answer as a negative number.

    Interesting fact: From 1980-2024, $237.03 billion were “left on the table” by 9,253

    IPOs in the U.S. (IPOs-Underpricing).

    5 points 11. What is today’s (i.e., most recent or newest) closing price you observe for this

    company?

    Go to Yahoo! Finance website and select the most recent Adj. Closing price.

    Paste a snapshot of the most recent Adj. closing price from Yahoo! Finance

    Historical Data.

    20 points 12. Suppose you purchased 500 shares at closing price on first day of trading and sold it

    today,

    a. What is the dollar return on your investment?

    b. What is the percentage return on your investment?

    Use the Adj. Closing Price on the first day of trading. You should already that

    number in your screenshot for Question 8.a).

    Use the most recent Adj. Closing Price. You should have found this in Question #11.

    Note that since we are using the Adj. Closing Price from Yahoo! Finance website, we

    do not need to adjust for stock splits and dividends. Adj. Closing Price provided by

    Yahoo! Finance is already adjusted for stock splits and dividends.

    Show your calculation.

    [https://site.warrington.ufl.edu/ritter/files/IPOs-Underpricing.pdf](https://site.warrington.ufl.edu/ritter/files/IPOs-Underpricing.pdf)

    [https://finance.yahoo.com/](https://finance.yahoo.com/)

    **## FIN5130_Minicase2_W261.pdf**

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 1 of 4

    This assignment will require you to obtain relevant information regarding IPOs.

    Important Notes before starting the Mini-case:
    1. You need to select an IPO company that has not already been selected by your classmates. Also, do

    not select the company – Oportun Financial Corp because we are using this company as an example

    in class notes.

    2. Do not pick an IPO prior to 1996. The Securities and Exchange Commission (SEC) started requiring

    companies to upload filings online starting 1996. So, you will not be able to find data for your

    selected IPO if you pick an IPO with an offer date prior to 1996.

    3. If you have a company in mind that you want to track for the Mini-case but don't know the exact IPO

    date, then just google on "Company IPO date". For example, "Uber IPO Date" or "when did Uber go

    public". Once you get the date then go to Nasdaq IPO calendar and complete the details required for

    the Mini-case. Again, remember, if your company went IPO prior to 1996, you will not find the data

    so you will need to pick a different company.

    4. If you are unsure about which IPO you want to select, you can search for the top IPOs of a particular

    year or use one of the companies listed on the Nasdaq IPO Calendar . This website includes past and

    upcoming IPOs. Do not select upcoming IPOs as they are not yet completed so you will not have all

    the data.

    5. You can upload with a Word document or Excel document – either is fine. To receive points,

    remember to show your formula, calculations, and snapshots wherever requested under that

    question – do not just type your final answer.

    Questions:

    5 points 1. What is an Initial Public Offering (IPO)? How does it differ from a Seasoned Equity

    offering (SEO)?

    Also state the slide number from the handout notes in your explanation.

    5 points 2. Say, you are interested in an IPO. How can you invest in an IPO?

    You will find the answer to this question here:

    https://www.sec.gov/investor/alerts/ipo-investorbulletin.pdf

    5 points 3. Explain in your own words the advantages and disadvantages of going public.

    Also state the slide number from the handout notes in your explanation.

    5 points 4. Select a company that has issued an IPO from Nasdaq IPO Calendar. Enter the name

    of your IPO company, the ticker symbol, the offer date, the offer price, shares

    offered, and the screenshot under “Mini-case 2” Forum. Enter this information in

    your Mini-case 2 document as well.

    Look at my example under Mini-case 2 Forum and submit similar information and

    screenshot for your selected IPO company.

    [https://www.nasdaq.com/market-activity/ipos](https://www.nasdaq.com/market-activity/ipos)

    [https://www.sec.gov/investor/alerts/ipo-investorbulletin.pdf](https://www.sec.gov/investor/alerts/ipo-investorbulletin.pdf)

    [https://www.nasdaq.com/market-activity/ipos](https://www.nasdaq.com/market-activity/ipos)

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 2 of 4

    5 points 5. Provide a brief description of the company in a couple of lines in your own words.

    Provide a reference of where you obtained this information from.

    15 points 6. What are the direct costs of an IPO to the company? Obtain your answer both in

    dollars and percentages.

    After the company completes its IPO, it will submit all IPO completion details to SEC

    generally via Form 424B4.

    To quickly access Form 424B4 related to this IPO, you can click on your selected IPO

    company’s name under IPO Calendar in Nasdaq.com website and then click on

    “Financials & Filings” and scroll down to get the direct link to Form 424B4.

    a. Direct Costs in dollars = Underwriting discounts and commissions per share

    (no need to calculate – this is stated in Form 424B4).

    b. Direct Costs in percentages = Underwriting discounts and commissions per

    share/Offer price.

    Upload a scanned image showing the underwriter commissions and offering price

    to public from Form 424B4.

    Show your calculation for 6(b).

    5 points 7. Who are the underwriters for your company’s IPO and how many shares did each

    underwriter agree to see in the offering?

    Upload a scanned image showing the underwriters and number of shares they

    agreed to sell from Form 424B4.

    10 points 8. Go to Yahoo! Finance website: Enter the company’s ticker and then go to Historical

    Data. What is the Closing Price on the company’s very first day of its trading?

    a) Under Historical Data, select “Max” under time. This will display the data for all

    trading dates. Scroll down to the very first trading date.

    Now, the closing prices provided by Yahoo! Finance are adjusted for stock splits

    over the life of that stock. We need the first day’s closing price that is not adjusted

    for stock splits. To get that information, follow steps b) to d):

    b) Obtain all stock splits that occurred after the company went public as follows:

    • Select the entire period (i.e., select “Max”).

    • Under Historical Prices dropdown menu, select “Stock Splits”.

    [https://www.nasdaq.com/market-activity/ipos](https://www.nasdaq.com/market-activity/ipos)

    [https://finance.yahoo.com/](https://finance.yahoo.com/)

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 3 of 4

    • Pick any Frequency; it does not matter.

    c) Calculate the cumulative stock split factor.

    • For multiple splits, multiply the individual split factors.

    • For example, for a 2-for-1 followed by a 3-for-1 split, the cumulative factor

    = 2 × 3 = 6.

    d) Multiply the adjusted price (i.e., the adjusted first day closing price you obtained in

    Part 8.a) by the cumulative stock split factor to get the unadjusted price. This is

    your answer for the first day closing price that is unadjusted for stock splits.

    Paste a snapshot of the closing price on the first day of trading from Yahoo!

    Finance Historical Data (what you obtained under 8.a).

    Paste a snapshot of the stock splits from Yahoo! Finance Historical Data (what you

    obtained under 8.b).

    Show your calculation for 8.c) and 8.d).

    10 points 9. What are the indirect costs of an IPO to the company in percentages?

    Underpricing% =
    (Closing Price on first day of trading−Offer Price)

    Offer Price

    Hints:

    a. You should have obtained the Offer Price and number of shares offered in

    the IPO in Question #4.

    b. Use the unadjusted first trading day closing price in your calculation. You

    should have obtained the unadjusted Closing price on the first day of

    trading in Question 8.d).

    Show your calculation.

    10 points 10. What are the indirect costs of an IPO to the company in dollars?

    Money left on the table = Indirect costs of an IPO =

    (Closing price on the first day of trading – Offer Price) * number of shares offered in

    the IPO

    Hints:

    a. You should have obtained the Offer Price and number of shares offered in

    the IPO in Question #4.

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 4 of 4

    b. Use the unadjusted first trading day closing price in your calculation. You

    should have obtained the unadjusted Closing price on the first day of

    trading in Question 8.d).

    Show your calculation.

    While, on average, the IPOS are underpriced (that is, the first day’s closing price is

    higher than the offering price), not all IPO companies will exhibit these findings. You

    will find some IPO companies where the first day closing price will not be higher

    than the offer price. That’s fine. You can use the same above formula and leave

    your answer as a negative number.

    Interesting fact: From 1980-2024, $237.03 billion were “left on the table” by 9,253

    IPOs in the U.S. (IPOs-Underpricing).

    5 points 11. What is today’s (i.e., most recent or newest) closing price you observe for this

    company?

    Go to Yahoo! Finance website and select the most recent Adj. Closing price.

    Paste a snapshot of the most recent Adj. closing price from Yahoo! Finance

    Historical Data.

    20 points 12. Suppose you purchased 500 shares at closing price on first day of trading and sold it

    today,

    a. What is the dollar return on your investment?

    b. What is the percentage return on your investment?

    Use the Adj. Closing Price on the first day of trading. You should already that

    number in your screenshot for Question 8.a).

    Use the most recent Adj. Closing Price. You should have found this in Question #11.

    Note that since we are using the Adj. Closing Price from Yahoo! Finance website, we

    do not need to adjust for stock splits and dividends. Adj. Closing Price provided by

    Yahoo! Finance is already adjusted for stock splits and dividends.

    Show your calculation.

    [https://site.warrington.ufl.edu/ritter/files/IPOs-Underpricing.pdf](https://site.warrington.ufl.edu/ritter/files/IPOs-Underpricing.pdf)

    [https://finance.yahoo.com/](https://finance.yahoo.com/)

    **## FIN5130_Minicase2_W261.pdf**

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 1 of 4

    This assignment will require you to obtain relevant information regarding IPOs.

    Important Notes before starting the Mini-case:
    1. You need to select an IPO company that has not already been selected by your classmates. Also, do

    not select the company – Oportun Financial Corp because we are using this company as an example

    in class notes.

    2. Do not pick an IPO prior to 1996. The Securities and Exchange Commission (SEC) started requiring

    companies to upload filings online starting 1996. So, you will not be able to find data for your

    selected IPO if you pick an IPO with an offer date prior to 1996.

    3. If you have a company in mind that you want to track for the Mini-case but don't know the exact IPO

    date, then just google on "Company IPO date". For example, "Uber IPO Date" or "when did Uber go

    public". Once you get the date then go to Nasdaq IPO calendar and complete the details required for

    the Mini-case. Again, remember, if your company went IPO prior to 1996, you will not find the data

    so you will need to pick a different company.

    4. If you are unsure about which IPO you want to select, you can search for the top IPOs of a particular

    year or use one of the companies listed on the Nasdaq IPO Calendar . This website includes past and

    upcoming IPOs. Do not select upcoming IPOs as they are not yet completed so you will not have all

    the data.

    5. You can upload with a Word document or Excel document – either is fine. To receive points,

    remember to show your formula, calculations, and snapshots wherever requested under that

    question – do not just type your final answer.

    Questions:

    5 points 1. What is an Initial Public Offering (IPO)? How does it differ from a Seasoned Equity

    offering (SEO)?

    Also state the slide number from the handout notes in your explanation.

    5 points 2. Say, you are interested in an IPO. How can you invest in an IPO?

    You will find the answer to this question here:

    https://www.sec.gov/investor/alerts/ipo-investorbulletin.pdf

    5 points 3. Explain in your own words the advantages and disadvantages of going public.

    Also state the slide number from the handout notes in your explanation.

    5 points 4. Select a company that has issued an IPO from Nasdaq IPO Calendar. Enter the name

    of your IPO company, the ticker symbol, the offer date, the offer price, shares

    offered, and the screenshot under “Mini-case 2” Forum. Enter this information in

    your Mini-case 2 document as well.

    Look at my example under Mini-case 2 Forum and submit similar information and

    screenshot for your selected IPO company.

    [https://www.nasdaq.com/market-activity/ipos](https://www.nasdaq.com/market-activity/ipos)

    [https://www.sec.gov/investor/alerts/ipo-investorbulletin.pdf](https://www.sec.gov/investor/alerts/ipo-investorbulletin.pdf)

    [https://www.nasdaq.com/market-activity/ipos](https://www.nasdaq.com/market-activity/ipos)

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 2 of 4

    5 points 5. Provide a brief description of the company in a couple of lines in your own words.

    Provide a reference of where you obtained this information from.

    15 points 6. What are the direct costs of an IPO to the company? Obtain your answer both in

    dollars and percentages.

    After the company completes its IPO, it will submit all IPO completion details to SEC

    generally via Form 424B4.

    To quickly access Form 424B4 related to this IPO, you can click on your selected IPO

    company’s name under IPO Calendar in Nasdaq.com website and then click on

    “Financials & Filings” and scroll down to get the direct link to Form 424B4.

    a. Direct Costs in dollars = Underwriting discounts and commissions per share

    (no need to calculate – this is stated in Form 424B4).

    b. Direct Costs in percentages = Underwriting discounts and commissions per

    share/Offer price.

    Upload a scanned image showing the underwriter commissions and offering price

    to public from Form 424B4.

    Show your calculation for 6(b).

    5 points 7. Who are the underwriters for your company’s IPO and how many shares did each

    underwriter agree to see in the offering?

    Upload a scanned image showing the underwriters and number of shares they

    agreed to sell from Form 424B4.

    10 points 8. Go to Yahoo! Finance website: Enter the company’s ticker and then go to Historical

    Data. What is the Closing Price on the company’s very first day of its trading?

    a) Under Historical Data, select “Max” under time. This will display the data for all

    trading dates. Scroll down to the very first trading date.

    Now, the closing prices provided by Yahoo! Finance are adjusted for stock splits

    over the life of that stock. We need the first day’s closing price that is not adjusted

    for stock splits. To get that information, follow steps b) to d):

    b) Obtain all stock splits that occurred after the company went public as follows:

    • Select the entire period (i.e., select “Max”).

    • Under Historical Prices dropdown menu, select “Stock Splits”.

    [https://www.nasdaq.com/market-activity/ipos](https://www.nasdaq.com/market-activity/ipos)

    [https://finance.yahoo.com/](https://finance.yahoo.com/)

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 3 of 4

    • Pick any Frequency; it does not matter.

    c) Calculate the cumulative stock split factor.

    • For multiple splits, multiply the individual split factors.

    • For example, for a 2-for-1 followed by a 3-for-1 split, the cumulative factor

    = 2 × 3 = 6.

    d) Multiply the adjusted price (i.e., the adjusted first day closing price you obtained in

    Part 8.a) by the cumulative stock split factor to get the unadjusted price. This is

    your answer for the first day closing price that is unadjusted for stock splits.

    Paste a snapshot of the closing price on the first day of trading from Yahoo!

    Finance Historical Data (what you obtained under 8.a).

    Paste a snapshot of the stock splits from Yahoo! Finance Historical Data (what you

    obtained under 8.b).

    Show your calculation for 8.c) and 8.d).

    10 points 9. What are the indirect costs of an IPO to the company in percentages?

    Underpricing% =
    (Closing Price on first day of trading−Offer Price)

    Offer Price

    Hints:

    a. You should have obtained the Offer Price and number of shares offered in

    the IPO in Question #4.

    b. Use the unadjusted first trading day closing price in your calculation. You

    should have obtained the unadjusted Closing price on the first day of

    trading in Question 8.d).

    Show your calculation.

    10 points 10. What are the indirect costs of an IPO to the company in dollars?

    Money left on the table = Indirect costs of an IPO =

    (Closing price on the first day of trading – Offer Price) * number of shares offered in

    the IPO

    Hints:

    a. You should have obtained the Offer Price and number of shares offered in

    the IPO in Question #4.

    FIN 5130 Mini-case 2 Real World Application: IPOs Dr. Palkar

    Page 4 of 4

    b. Use the unadjusted first trading day closing price in your calculation. You

    should have obtained the unadjusted Closing price on the first day of

    trading in Question 8.d).

    Show your calculation.

    While, on average, the IPOS are underpriced (that is, the first day’s closing price is

    higher than the offering price), not all IPO companies will exhibit these findings. You

    will find some IPO companies where the first day closing price will not be higher

    than the offer price. That’s fine. You can use the same above formula and leave

    your answer as a negative number.

    Interesting fact: From 1980-2024, $237.03 billion were “left on the table” by 9,253

    IPOs in the U.S. (IPOs-Underpricing).

    5 points 11. What is today’s (i.e., most recent or newest) closing price you observe for this

    company?

    Go to Yahoo! Finance website and select the most recent Adj. Closing price.

    Paste a snapshot of the most recent Adj. closing price from Yahoo! Finance

    Historical Data.

    20 points 12. Suppose you purchased 500 shares at closing price on first day of trading and sold it

    today,

    a. What is the dollar return on your investment?

    b. What is the percentage return on your investment?

    Use the Adj. Closing Price on the first day of trading. You should already that

    number in your screenshot for Question 8.a).

    Use the most recent Adj. Closing Price. You should have found this in Question #11.

    Note that since we are using the Adj. Closing Price from Yahoo! Finance website, we

    do not need to adjust for stock splits and dividends. Adj. Closing Price provided by

    Yahoo! Finance is already adjusted for stock splits and dividends.

    Show your calculation.

    [https://site.warrington.ufl.edu/ritter/files/IPOs-Underpricing.pdf](https://site.warrington.ufl.edu/ritter/files/IPOs-Underpricing.pdf)

    [https://finance.yahoo.com/](https://finance.yahoo.com/)

  • [Solved] Nursing

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  • [Solved] Nursing Introduction & PICOT Question Assignment

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    **files (5)** – ## IntroductionPICOTQuestionAssignment.docx – Article1.pdf – Article4.pdf – Article2.pdf – Article3.pdf **## IntroductionPICOTQuestionAssignment.docx** **_Introduction & PICOT Question Assignment_** For this assignment, you will write an introduction. Refer to 4 previous articles tha…

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    **files (5)**

    – ## IntroductionPICOTQuestionAssignment.docx

    – Article1.pdf
    – Article4.pdf
    – Article2.pdf
    – Article3.pdf

    **## IntroductionPICOTQuestionAssignment.docx**

    **_Introduction & PICOT Question Assignment_**

    For this assignment, you will write an introduction. Refer to 4 previous articles that was used and the same PICOT question.

    **Your Introduction must include:**

    Your PICOT question: In adults with hypertension, does advanced practice nurse–led self-management education and follow-up, compared to usual care, improve blood pressure control and treatment adherence over six months?

    · Purpose of or rationale for the scholarly project:

    · Provide an evidence-based explanation of why it is necessary to complete your scholarly project and what benefit will be gained (health promotion, fiscal, and efficiency).

    · Background on the problem or population of interest:

    · Using primary sources, provide data on your topic.

    · Providing the background will demonstrate the focused need for your project.

    · Significance of the problem to nursing and health care:

    · State how your problem or population of interest aligns with the larger interest of health care in the community.

    · Create a context to why your topic is important.

    · Benefit of the project to nursing practice:

    · State what will be gained from your project.

    · Describe the expected outcomes of your project to practice within your population and setting.

    · Relate the outcomes to evidence-based guidelines and outcomes.

    · Describe how your project may influence other populations or settings.

    **Submission Instructions:**

    · The introduction is original work and logically organized.

    · The paper is 2-3 pages in length and follows current APA format including citation of references.

    · Incorporate previous 4 current (published within the last five years) scholarly journal articles or primary legal sources (statutes, court opinions) within your work.

    · Journal articles and books should be referenced according to the current APA style (the library has a copy of the APA Manual).

    **Article1.pdf**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/article1-pdf-10495463)

    **Article4.pdf**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/article4-pdf-10495469)

    **Article2.pdf**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/article2-pdf-10495465)

    **Article3.pdf**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/article3-pdf-10495467)

    **Article3.pdf**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/article3-pdf-10495467)

    **## IntroductionPICOTQuestionAssignment.docx**

    **_Introduction & PICOT Question Assignment_**

    For this assignment, you will write an introduction. Refer to 4 previous articles that was used and the same PICOT question.

    **Your Introduction must include:**

    Your PICOT question: In adults with hypertension, does advanced practice nurse–led self-management education and follow-up, compared to usual care, improve blood pressure control and treatment adherence over six months?

    · Purpose of or rationale for the scholarly project:

    · Provide an evidence-based explanation of why it is necessary to complete your scholarly project and what benefit will be gained (health promotion, fiscal, and efficiency).

    · Background on the problem or population of interest:

    · Using primary sources, provide data on your topic.

    · Providing the background will demonstrate the focused need for your project.

    · Significance of the problem to nursing and health care:

    · State how your problem or population of interest aligns with the larger interest of health care in the community.

    · Create a context to why your topic is important.

    · Benefit of the project to nursing practice:

    · State what will be gained from your project.

    · Describe the expected outcomes of your project to practice within your population and setting.

    · Relate the outcomes to evidence-based guidelines and outcomes.

    · Describe how your project may influence other populations or settings.

    **Submission Instructions:**

    · The introduction is original work and logically organized.

    · The paper is 2-3 pages in length and follows current APA format including citation of references.

    · Incorporate previous 4 current (published within the last five years) scholarly journal articles or primary legal sources (statutes, court opinions) within your work.

    · Journal articles and books should be referenced according to the current APA style (the library has a copy of the APA Manual).

    **Article1.pdf**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/article1-pdf-10495463)

    **Article4.pdf**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/article4-pdf-10495469)

    **Article2.pdf**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/article2-pdf-10495465)

    **Article3.pdf**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/article3-pdf-10495467)

    **## IntroductionPICOTQuestionAssignment.docx**

    **_Introduction & PICOT Question Assignment_**

    For this assignment, you will write an introduction. Refer to 4 previous articles that was used and the same PICOT question.

    **Your Introduction must include:**

    Your PICOT question: In adults with hypertension, does advanced practice nurse–led self-management education and follow-up, compared to usual care, improve blood pressure control and treatment adherence over six months?

    · Purpose of or rationale for the scholarly project:

    · Provide an evidence-based explanation of why it is necessary to complete your scholarly project and what benefit will be gained (health promotion, fiscal, and efficiency).

    · Background on the problem or population of interest:

    · Using primary sources, provide data on your topic.

    · Providing the background will demonstrate the focused need for your project.

    · Significance of the problem to nursing and health care:

    · State how your problem or population of interest aligns with the larger interest of health care in the community.

    · Create a context to why your topic is important.

    · Benefit of the project to nursing practice:

    · State what will be gained from your project.

    · Describe the expected outcomes of your project to practice within your population and setting.

    · Relate the outcomes to evidence-based guidelines and outcomes.

    · Describe how your project may influence other populations or settings.

    **Submission Instructions:**

    · The introduction is original work and logically organized.

    · The paper is 2-3 pages in length and follows current APA format including citation of references.

    · Incorporate previous 4 current (published within the last five years) scholarly journal articles or primary legal sources (statutes, court opinions) within your work.

    · Journal articles and books should be referenced according to the current APA style (the library has a copy of the APA Manual).

    **Article1.pdf**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/article1-pdf-10495463)

    **Article4.pdf**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/article4-pdf-10495469)

    **Article2.pdf**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/article2-pdf-10495465)

    **Article3.pdf**

    This file is too large to display. [View in new window](https://www.sweetstudy.com/files/article3-pdf-10495467)

  • [Solved] week 5 disc

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    A 2-month-old is identified during newborn screening with sickle cell anemia. – How would you manage this patient at 2 months, 2 years, 6 years, and at 13 years old? – What are the issues for each stage in development? – Where would you refer this child? – How would you coordinate the care of this c…

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    Assignment Prompt & Instructions

    A 2-month-old is identified during newborn screening with sickle cell anemia.

    – How would you manage this patient at 2 months, 2 years, 6 years, and at 13 years old?
    – What are the issues for each stage in development?
    – Where would you refer this child?
    – How would you coordinate the care of this child?

    . **Submission Instructions:**

    – Your initial post should be at least 500 words, formatted and cited in current APA style with support from at least 2 academic sources.

  • [Solved] Research

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