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  • [Solved] Catherine Owens- Task 6 Scens

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    [>Operations Management homework help](https://www.sweetstudy.com/fields/business-finance-operations-management) **files (1)** – ## CaseStudyApproachestoPerformanceManagementAssignmentInstructions.docx **## CaseStudyApproachestoPerformanceManagementAssignmentInstructions.docx** BUSI 642 **Case Analy…

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    – ## CaseStudyApproachestoPerformanceManagementAssignmentInstructions.docx

    **## CaseStudyApproachestoPerformanceManagementAssignmentInstructions.docx**

    BUSI 642

    **Case Analysis: Approaches to Performance Management Assignment Instructions**

    Overview

    Performance management systems are important because they deal with how employees achieve organizational goals. A key aspect of managing performance is accurately identifying why an employee may not be meeting expectations. This assignment allows you to hone your skills in identifying performance issues, understanding their root causes (like ability or motivation), and developing strategies for improvement.

    Instructions

    This written case analysis must be at least 1500 words (not including the title, abstract and reference pages), double-spaced, and in current APA format. Please note that the stated word count is a minimum. Therefore, you are encouraged to ensure that you have thoroughly researched and responded to each question/prompt provided below. Include a title page, abstract and a references page. Use the bold sections in the questions as headings within the paper. Include an introduction and a conclusion. Use at least 4 scholarly sources (published within the last 5 years), the course textbook, and biblical integration.

    Background

    Tyler was hired for a sales role despite his non-sales background. He was selected primarily based on the strong communication skills and positive attitude he demonstrated during interviews. Tyler completed the standard product training and onboarding process alongside other new team members. In the past six months Tyler has been able to complete the targets for the number of calls to customers, but not the targets for closing deals or generating new leads. Customers remark that Tyler is friendly and polite, but he seems hesitant when asked detailed questions about the product or when needing to handle customer negotiations or objections. Tyler has good attendance at meetings and puts in effort, but he is frustrated about regularly missing the targets. He sees other new hires brought on at the same time routinely hitting these targets.

    Based on Tyler’s situation above, analyze and answer the following:

    ·
    **Description of the Performance Problem**: State what problems Tyler is experiencing based on the information above. Consider whether the issue stems from a lack of ability, a lack of motivation or a combination of both.

    ·
    **Analysis of Performance Management Approach**: Identify the approach the company is using to evaluate performance. Analyze the strengths and weaknesses of the company’s current performance evaluation approach.

    ·
    **Evaluating Alignment with Best Practices**: Critique the extent to which the company’s performance management approach identified above aligns with best practices in performance management.

    ·
    **Suggested Action**: Based on the reason for the performance issue you chose in question one, suggest how Tyler’s manager should respond to the performance problems. Suggest the type of intervention that the manager should consider. Do not propose a detailed plan but indicate the nature of the follow-up steps based on your diagnosis.

    ·
    **Balancing Christian Concern with Performance Standards:** How can Tyler’s manager demonstrate Christian concern and compassion for Tyler’s frustration and struggles, while simultaneously upholding the necessary performance standards and expectations of the sales role? Quote and apply at least one verse from the Bible.

    Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.

    Page 2 of 2

    **## CaseStudyApproachestoPerformanceManagementAssignmentInstructions.docx**

    BUSI 642

    **Case Analysis: Approaches to Performance Management Assignment Instructions**

    Overview

    Performance management systems are important because they deal with how employees achieve organizational goals. A key aspect of managing performance is accurately identifying why an employee may not be meeting expectations. This assignment allows you to hone your skills in identifying performance issues, understanding their root causes (like ability or motivation), and developing strategies for improvement.

    Instructions

    This written case analysis must be at least 1500 words (not including the title, abstract and reference pages), double-spaced, and in current APA format. Please note that the stated word count is a minimum. Therefore, you are encouraged to ensure that you have thoroughly researched and responded to each question/prompt provided below. Include a title page, abstract and a references page. Use the bold sections in the questions as headings within the paper. Include an introduction and a conclusion. Use at least 4 scholarly sources (published within the last 5 years), the course textbook, and biblical integration.

    Background

    Tyler was hired for a sales role despite his non-sales background. He was selected primarily based on the strong communication skills and positive attitude he demonstrated during interviews. Tyler completed the standard product training and onboarding process alongside other new team members. In the past six months Tyler has been able to complete the targets for the number of calls to customers, but not the targets for closing deals or generating new leads. Customers remark that Tyler is friendly and polite, but he seems hesitant when asked detailed questions about the product or when needing to handle customer negotiations or objections. Tyler has good attendance at meetings and puts in effort, but he is frustrated about regularly missing the targets. He sees other new hires brought on at the same time routinely hitting these targets.

    Based on Tyler’s situation above, analyze and answer the following:

    ·
    **Description of the Performance Problem**: State what problems Tyler is experiencing based on the information above. Consider whether the issue stems from a lack of ability, a lack of motivation or a combination of both.

    ·
    **Analysis of Performance Management Approach**: Identify the approach the company is using to evaluate performance. Analyze the strengths and weaknesses of the company’s current performance evaluation approach.

    ·
    **Evaluating Alignment with Best Practices**: Critique the extent to which the company’s performance management approach identified above aligns with best practices in performance management.

    ·
    **Suggested Action**: Based on the reason for the performance issue you chose in question one, suggest how Tyler’s manager should respond to the performance problems. Suggest the type of intervention that the manager should consider. Do not propose a detailed plan but indicate the nature of the follow-up steps based on your diagnosis.

    ·
    **Balancing Christian Concern with Performance Standards:** How can Tyler’s manager demonstrate Christian concern and compassion for Tyler’s frustration and struggles, while simultaneously upholding the necessary performance standards and expectations of the sales role? Quote and apply at least one verse from the Bible.

    Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.

    Page 2 of 2

  • [Solved] Business & Finance a homework project . The class is Estate Planning and the project is a memo for Client interview Assignment. a homework project . The class is Estate Planning and the project is a memo for Client interview Assignment.

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    a homework project . The class is Estate Planning and the project is a memo for Client interview Assignment. **files (8)** – ## MemoClientInterviewAssignmentInstructions.docx – ## MemoClientInterviewTemplate.docx – ## Memo-ClientInterviewGradingRubric.pdf – IMG-20260218-WA0063.jpg – IMG-20260218-WA0…

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    Assignment Prompt & Instructions

    a homework project . The class is Estate Planning and the project is a memo for Client interview Assignment.

    **files (8)**

    – ## MemoClientInterviewAssignmentInstructions.docx

    – ## MemoClientInterviewTemplate.docx

    – ## Memo-ClientInterviewGradingRubric.pdf

    – IMG-20260218-WA0063.jpg
    – IMG-20260218-WA0025.jpg
    – IMG-20260218-WA0028.jpg
    – IMG-20260218-WA0031.jpg
    – IMG-20260218-WA0062.jpg

    **## MemoClientInterviewAssignmentInstructions.docx**

    BUSI 354

    **Memo: Client Interview Assignment Instructions**

    **Overview**

    This assignment requires you to use the information you have studied in the first 5 modules of the course in order to identify the issues and concerns of a client family in the early stages of creating an estate plan.

    **Instructions**

    The family you will be writing about is introduced in the Learn item,
    **Watch: Meet the Family** found in the module. Watch the video and take notes on the family’s current situation and goals. Next, review the couple’s Statement of Financial Position given at the end of these instructions.

    Then, using the information gleaned from
    **Watch: Meet the Family**, and the material in Chapters 1–8, and 11, you will write a memo to your supervisor describing the client family’s current situation and how to best begin to meet their needs and goals for an estate plan. You may also want to review the general guidelines in Chapter 14. Write your memo in a Word document. It must be 1,000 words and in current APA format. At least 2 scholarly, legal, or biblical sources must be integrated into the analysis and appropriately cited. Please review the
    **Memo: Client Interview** **Grading Rubric** for additional details on expectations.

    Within the memo, you will need to calculate the gross estate and probate estate for both the husband and the wife using the Statement of Financial Position given at the end of these instructions.

    To organize your memo, review the
    **Memo: Client Interview** **Template** provided. The template includes some help and guidance for each section.

    Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.

    ![](https://www.sweetstudy.com/questions/business-and-finance-a-homework-project-the-class-is-estate-planning-and-the-project-is-a-memo-for-client-interview-assignment-a-homework-project-the-class-is-estate-planning-and-the-project-is-a-memo-for-client-interview)

    Page 2 of 2

    **image1.emf**

    **## MemoClientInterviewTemplate.docx**

    BUSI 354

    **Memo: Client Interview Template**

    {Notes with curly bars should not actually be included in your paper. They are there to provide some additional commentary. Please reference the grading rubric as well for additional details. Remember your APA guidelines}

    {Memo Heading. This should address your audience}

    **Date:**

    **To:** Professor Jantz

    **From:** Student name

    **Subject:** {Client Interview w/ …. Or something similar}

    **Intro**

    {One to three sentences identifying the couple and the purpose of the memo.}

    **Summary of the Interview**

    {This section should outline the basic facts of the interview from the video.}

    **Client Goals**

    {Here you should outline the client's goals. Order them by their weight of importance for the couple. This is a blended family scenario, so it may be a little more complex than others. I require three goal sections, one for the couple together, one for the husband, and one for the wife (at least 3 goals each). They should be clearly numbered. You and your supervisor will reference this section and you want the goals to be easy to identify.}

    1.

    2.

    3.

    4.

    5.

    **Gross Estate and Probate Estate Calculations**

    {There should be four calculations: A gross estate and probate estate for both Andrew and Lynn.}

    {Use the Statement of Financial Position provided in the Client Interview Instructions for these calculations.}

    {Show your work for all calculations}

    **Plan/Next Steps**

    {This last section should outline some of your plans to help the client achieve their goals from above. You can use a bullet or numbered list to differentiate ideas, but these ideas should be more substantive and detailed. For each idea, explain which goal you are targeting (could be multiple) and how it helps accomplish this goal.}

    · {Some action steps can be straight forward, such as Husband needs a will.}

    · {or, Idea1 solves for Goals 1 & 3}

    · {or, Need XYZ information to understand Goal 5 further}

    · {or, Exhibit 14.3 Estate Plan Checklist provides some useful guidance for topics to cover.}

    · {etc. You will not be able to plan for all of the goals you've laid out above as you've only had one meeting, but at least give me some substantive starters. Focus on the more important goals and outline some ideas or even additional information you may need to find out at the next meeting}

    **Reference List**

    {APA formatted list}

    {Should be on separate page}

    Page 2 of 2

    **## Memo-ClientInterviewGradingRubric.pdf**

    Criteria Ratings Points

    Completeness,
    Identification,
    Relevant Issues
    from Interview

    25 to >22 pts

    Advanced

    Notes the majority of the
    relevant facts regarding the
    family discussed in the
    interview.

    22 to >17 pts

    Proficient

    Notes many of the relevant
    facts regarding the family
    discussed in the interview.

    17 to >0 pts

    Developing

    Omits significant
    relevant facts
    regarding the family
    discussed in the
    interview.

    0 pts

    Not
    Present

    25 pts

    Client Goals 25 to >22 pts

    Advanced

    Provides at least 9 goals
    from information learned in
    the video interview. 3 goals
    each for the couple,
    husband and wife.

    22 to >17 pts

    Proficient

    Provides at least 6 total
    goals from information
    learned in the video
    interview for the couple,
    husband and wife.

    17 to >0 pts

    Developing

    Provides 5 or fewer
    goals.

    0 pts

    Not
    Present

    25 pts

    Gross Estate
    and Probate
    Estate
    Calculations

    40 to >35 pts

    Advanced

    Calculates all four (2 gross
    estate and 2 probate estate)
    estate calculations correctly,
    showing all work.

    35 to >27 pts

    Proficient

    Calculates 3 of 4 gross
    estate and probate estate
    calculations correctly,
    showing all work or only has
    minor errors present.

    27 to >0 pts

    Developing

    Calculates gross
    estate and probate
    estate calculations,
    but significant
    errors are present,
    or no work is
    shown.

    0 pts

    Not
    Present

    40 pts

    Memo: Client Interview Grading Rubric | BUSI354_B01_202620

    Criteria Ratings Points

    Plan –
    Substantive
    Analysis

    50 to >44 pts

    Advanced

    • Provides at least 8
    substantive plan
    solutions/action steps for
    the family in the interview to
    create its estate plan.
    • Major points are stated
    clearly and supported by the
    Learn material, Scripture,
    examples, and thoughtful
    analysis (considering
    assumptions, analyzing
    implications,
    comparing/contrasting
    concepts).
    • Scholarly, legal or biblical
    sources are integrated into
    analysis.

    44 to >34 pts

    Proficient

    • Provides at least 5
    substantive plan
    solutions/action steps or
    only provides basic
    solutions required for the
    family in the interview to
    create its estate plan.
    • Major points are stated
    clearly and supported by the
    Learn material, Scripture,
    examples, and thoughtful
    analysis (considering
    assumptions, analyzing
    implications,
    comparing/contrasting
    concepts).
    • Scholarly, legal or biblical
    sources are referenced and
    cited.

    34 to >0 pts

    Developing

    • Provides fewer
    than 5 plan
    solutions/action
    steps.
    • Reviews but does
    not provide in-depth
    analysis of solutions
    required for the
    family in the
    interview to create
    its estate plan.
    • Key points are
    merely summarized
    or are omitted, and
    are substantially
    unsupported by the
    Learn material,
    Scripture,
    examples, and
    analysis.
    • Scholarly, legal or
    biblical sources are
    not used in support
    of analysis.

    0 pts

    Not
    Present

    50 pts

    Writing,
    Grammar,
    Usage,
    Professionalism

    50 to >44 pts

    Advanced

    • The memo includes a
    minimum of 1,000 words.
    • Grammar, spelling, and
    usage are correct and
    demonstrate sophistication.
    • Memo demonstrates
    appropriate tone and
    organization for professional
    communication with
    supervisor.

    44 to >34 pts

    Proficient

    • The memo includes
    800-999 words.
    • Grammar, spelling, and
    usage are correct with only
    minimal errors.
    • Memo largely
    demonstrates appropriate
    tone and organization for
    professional communication
    with supervisor with only
    marginal lapses.

    34 to >0 pts

    Developing

    • The memo
    contains fewer than
    800 words.
    • Grammar,
    spelling, and usage
    errors are
    significant and
    present throughout.
    • Memo lacks
    appropriate tone
    and organization for
    communication with
    supervisor.

    0 pts

    Not
    Present

    50 pts

    Memo: Client Interview Grading Rubric | BUSI354_B01_202620

    Criteria Ratings Points

    APA Formatting 10 to >8 pts

    Advanced

    • Used at least 2 sources.
    • Properly APA formatted
    in-text citations and APA
    formatted reference list.

    8 to >6 pts

    Proficient

    • Used at least 2 sources.
    • Errors in APA formatted
    in-text citations or APA
    formatted reference list.

    6 to >0 pts

    Developing

    • Used less than 2
    sources.
    • Missing APA
    formatted in-text
    citations or APA
    formatted reference
    list.

    0 pts

    Not
    Present

    10 pts

    Total Points: 200

    Memo: Client Interview Grading Rubric | BUSI354_B01_202620

    **IMG-20260218-WA0063.jpg**

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    **IMG-20260218-WA0025.jpg**

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    **## MemoClientInterviewAssignmentInstructions.docx**

    BUSI 354

    **Memo: Client Interview Assignment Instructions**

    **Overview**

    This assignment requires you to use the information you have studied in the first 5 modules of the course in order to identify the issues and concerns of a client family in the early stages of creating an estate plan.

    **Instructions**

    The family you will be writing about is introduced in the Learn item,
    **Watch: Meet the Family** found in the module. Watch the video and take notes on the family’s current situation and goals. Next, review the couple’s Statement of Financial Position given at the end of these instructions.

    Then, using the information gleaned from
    **Watch: Meet the Family**, and the material in Chapters 1–8, and 11, you will write a memo to your supervisor describing the client family’s current situation and how to best begin to meet their needs and goals for an estate plan. You may also want to review the general guidelines in Chapter 14. Write your memo in a Word document. It must be 1,000 words and in current APA format. At least 2 scholarly, legal, or biblical sources must be integrated into the analysis and appropriately cited. Please review the
    **Memo: Client Interview** **Grading Rubric** for additional details on expectations.

    Within the memo, you will need to calculate the gross estate and probate estate for both the husband and the wife using the Statement of Financial Position given at the end of these instructions.

    To organize your memo, review the
    **Memo: Client Interview** **Template** provided. The template includes some help and guidance for each section.

    Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.

    ![](https://www.sweetstudy.com/questions/business-and-finance-a-homework-project-the-class-is-estate-planning-and-the-project-is-a-memo-for-client-interview-assignment-a-homework-project-the-class-is-estate-planning-and-the-project-is-a-memo-for-client-interview)

    Page 2 of 2

    **image1.emf**

    **## MemoClientInterviewTemplate.docx**

    BUSI 354

    **Memo: Client Interview Template**

    {Notes with curly bars should not actually be included in your paper. They are there to provide some additional commentary. Please reference the grading rubric as well for additional details. Remember your APA guidelines}

    {Memo Heading. This should address your audience}

    **Date:**

    **To:** Professor Jantz

    **From:** Student name

    **Subject:** {Client Interview w/ …. Or something similar}

    **Intro**

    {One to three sentences identifying the couple and the purpose of the memo.}

    **Summary of the Interview**

    {This section should outline the basic facts of the interview from the video.}

    **Client Goals**

    {Here you should outline the client's goals. Order them by their weight of importance for the couple. This is a blended family scenario, so it may be a little more complex than others. I require three goal sections, one for the couple together, one for the husband, and one for the wife (at least 3 goals each). They should be clearly numbered. You and your supervisor will reference this section and you want the goals to be easy to identify.}

    1.

    2.

    3.

    4.

    5.

    **Gross Estate and Probate Estate Calculations**

    {There should be four calculations: A gross estate and probate estate for both Andrew and Lynn.}

    {Use the Statement of Financial Position provided in the Client Interview Instructions for these calculations.}

    {Show your work for all calculations}

    **Plan/Next Steps**

    {This last section should outline some of your plans to help the client achieve their goals from above. You can use a bullet or numbered list to differentiate ideas, but these ideas should be more substantive and detailed. For each idea, explain which goal you are targeting (could be multiple) and how it helps accomplish this goal.}

    · {Some action steps can be straight forward, such as Husband needs a will.}

    · {or, Idea1 solves for Goals 1 & 3}

    · {or, Need XYZ information to understand Goal 5 further}

    · {or, Exhibit 14.3 Estate Plan Checklist provides some useful guidance for topics to cover.}

    · {etc. You will not be able to plan for all of the goals you've laid out above as you've only had one meeting, but at least give me some substantive starters. Focus on the more important goals and outline some ideas or even additional information you may need to find out at the next meeting}

    **Reference List**

    {APA formatted list}

    {Should be on separate page}

    Page 2 of 2

    **## Memo-ClientInterviewGradingRubric.pdf**

    Criteria Ratings Points

    Completeness,
    Identification,
    Relevant Issues
    from Interview

    25 to >22 pts

    Advanced

    Notes the majority of the
    relevant facts regarding the
    family discussed in the
    interview.

    22 to >17 pts

    Proficient

    Notes many of the relevant
    facts regarding the family
    discussed in the interview.

    17 to >0 pts

    Developing

    Omits significant
    relevant facts
    regarding the family
    discussed in the
    interview.

    0 pts

    Not
    Present

    25 pts

    Client Goals 25 to >22 pts

    Advanced

    Provides at least 9 goals
    from information learned in
    the video interview. 3 goals
    each for the couple,
    husband and wife.

    22 to >17 pts

    Proficient

    Provides at least 6 total
    goals from information
    learned in the video
    interview for the couple,
    husband and wife.

    17 to >0 pts

    Developing

    Provides 5 or fewer
    goals.

    0 pts

    Not
    Present

    25 pts

    Gross Estate
    and Probate
    Estate
    Calculations

    40 to >35 pts

    Advanced

    Calculates all four (2 gross
    estate and 2 probate estate)
    estate calculations correctly,
    showing all work.

    35 to >27 pts

    Proficient

    Calculates 3 of 4 gross
    estate and probate estate
    calculations correctly,
    showing all work or only has
    minor errors present.

    27 to >0 pts

    Developing

    Calculates gross
    estate and probate
    estate calculations,
    but significant
    errors are present,
    or no work is
    shown.

    0 pts

    Not
    Present

    40 pts

    Memo: Client Interview Grading Rubric | BUSI354_B01_202620

    Criteria Ratings Points

    Plan –
    Substantive
    Analysis

    50 to >44 pts

    Advanced

    • Provides at least 8
    substantive plan
    solutions/action steps for
    the family in the interview to
    create its estate plan.
    • Major points are stated
    clearly and supported by the
    Learn material, Scripture,
    examples, and thoughtful
    analysis (considering
    assumptions, analyzing
    implications,
    comparing/contrasting
    concepts).
    • Scholarly, legal or biblical
    sources are integrated into
    analysis.

    44 to >34 pts

    Proficient

    • Provides at least 5
    substantive plan
    solutions/action steps or
    only provides basic
    solutions required for the
    family in the interview to
    create its estate plan.
    • Major points are stated
    clearly and supported by the
    Learn material, Scripture,
    examples, and thoughtful
    analysis (considering
    assumptions, analyzing
    implications,
    comparing/contrasting
    concepts).
    • Scholarly, legal or biblical
    sources are referenced and
    cited.

    34 to >0 pts

    Developing

    • Provides fewer
    than 5 plan
    solutions/action
    steps.
    • Reviews but does
    not provide in-depth
    analysis of solutions
    required for the
    family in the
    interview to create
    its estate plan.
    • Key points are
    merely summarized
    or are omitted, and
    are substantially
    unsupported by the
    Learn material,
    Scripture,
    examples, and
    analysis.
    • Scholarly, legal or
    biblical sources are
    not used in support
    of analysis.

    0 pts

    Not
    Present

    50 pts

    Writing,
    Grammar,
    Usage,
    Professionalism

    50 to >44 pts

    Advanced

    • The memo includes a
    minimum of 1,000 words.
    • Grammar, spelling, and
    usage are correct and
    demonstrate sophistication.
    • Memo demonstrates
    appropriate tone and
    organization for professional
    communication with
    supervisor.

    44 to >34 pts

    Proficient

    • The memo includes
    800-999 words.
    • Grammar, spelling, and
    usage are correct with only
    minimal errors.
    • Memo largely
    demonstrates appropriate
    tone and organization for
    professional communication
    with supervisor with only
    marginal lapses.

    34 to >0 pts

    Developing

    • The memo
    contains fewer than
    800 words.
    • Grammar,
    spelling, and usage
    errors are
    significant and
    present throughout.
    • Memo lacks
    appropriate tone
    and organization for
    communication with
    supervisor.

    0 pts

    Not
    Present

    50 pts

    Memo: Client Interview Grading Rubric | BUSI354_B01_202620

    Criteria Ratings Points

    APA Formatting 10 to >8 pts

    Advanced

    • Used at least 2 sources.
    • Properly APA formatted
    in-text citations and APA
    formatted reference list.

    8 to >6 pts

    Proficient

    • Used at least 2 sources.
    • Errors in APA formatted
    in-text citations or APA
    formatted reference list.

    6 to >0 pts

    Developing

    • Used less than 2
    sources.
    • Missing APA
    formatted in-text
    citations or APA
    formatted reference
    list.

    0 pts

    Not
    Present

    10 pts

    Total Points: 200

    Memo: Client Interview Grading Rubric | BUSI354_B01_202620

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    **## MemoClientInterviewAssignmentInstructions.docx**

    BUSI 354

    **Memo: Client Interview Assignment Instructions**

    **Overview**

    This assignment requires you to use the information you have studied in the first 5 modules of the course in order to identify the issues and concerns of a client family in the early stages of creating an estate plan.

    **Instructions**

    The family you will be writing about is introduced in the Learn item,
    **Watch: Meet the Family** found in the module. Watch the video and take notes on the family’s current situation and goals. Next, review the couple’s Statement of Financial Position given at the end of these instructions.

    Then, using the information gleaned from
    **Watch: Meet the Family**, and the material in Chapters 1–8, and 11, you will write a memo to your supervisor describing the client family’s current situation and how to best begin to meet their needs and goals for an estate plan. You may also want to review the general guidelines in Chapter 14. Write your memo in a Word document. It must be 1,000 words and in current APA format. At least 2 scholarly, legal, or biblical sources must be integrated into the analysis and appropriately cited. Please review the
    **Memo: Client Interview** **Grading Rubric** for additional details on expectations.

    Within the memo, you will need to calculate the gross estate and probate estate for both the husband and the wife using the Statement of Financial Position given at the end of these instructions.

    To organize your memo, review the
    **Memo: Client Interview** **Template** provided. The template includes some help and guidance for each section.

    Note: Your assignment will be checked for originality via the Turnitin plagiarism tool.

    ![](https://www.sweetstudy.com/questions/business-and-finance-a-homework-project-the-class-is-estate-planning-and-the-project-is-a-memo-for-client-interview-assignment-a-homework-project-the-class-is-estate-planning-and-the-project-is-a-memo-for-client-interview)

    Page 2 of 2

    **image1.emf**

    **## MemoClientInterviewTemplate.docx**

    BUSI 354

    **Memo: Client Interview Template**

    {Notes with curly bars should not actually be included in your paper. They are there to provide some additional commentary. Please reference the grading rubric as well for additional details. Remember your APA guidelines}

    {Memo Heading. This should address your audience}

    **Date:**

    **To:** Professor Jantz

    **From:** Student name

    **Subject:** {Client Interview w/ …. Or something similar}

    **Intro**

    {One to three sentences identifying the couple and the purpose of the memo.}

    **Summary of the Interview**

    {This section should outline the basic facts of the interview from the video.}

    **Client Goals**

    {Here you should outline the client's goals. Order them by their weight of importance for the couple. This is a blended family scenario, so it may be a little more complex than others. I require three goal sections, one for the couple together, one for the husband, and one for the wife (at least 3 goals each). They should be clearly numbered. You and your supervisor will reference this section and you want the goals to be easy to identify.}

    1.

    2.

    3.

    4.

    5.

    **Gross Estate and Probate Estate Calculations**

    {There should be four calculations: A gross estate and probate estate for both Andrew and Lynn.}

    {Use the Statement of Financial Position provided in the Client Interview Instructions for these calculations.}

    {Show your work for all calculations}

    **Plan/Next Steps**

    {This last section should outline some of your plans to help the client achieve their goals from above. You can use a bullet or numbered list to differentiate ideas, but these ideas should be more substantive and detailed. For each idea, explain which goal you are targeting (could be multiple) and how it helps accomplish this goal.}

    · {Some action steps can be straight forward, such as Husband needs a will.}

    · {or, Idea1 solves for Goals 1 & 3}

    · {or, Need XYZ information to understand Goal 5 further}

    · {or, Exhibit 14.3 Estate Plan Checklist provides some useful guidance for topics to cover.}

    · {etc. You will not be able to plan for all of the goals you've laid out above as you've only had one meeting, but at least give me some substantive starters. Focus on the more important goals and outline some ideas or even additional information you may need to find out at the next meeting}

    **Reference List**

    {APA formatted list}

    {Should be on separate page}

    Page 2 of 2

    **## Memo-ClientInterviewGradingRubric.pdf**

    Criteria Ratings Points

    Completeness,
    Identification,
    Relevant Issues
    from Interview

    25 to >22 pts

    Advanced

    Notes the majority of the
    relevant facts regarding the
    family discussed in the
    interview.

    22 to >17 pts

    Proficient

    Notes many of the relevant
    facts regarding the family
    discussed in the interview.

    17 to >0 pts

    Developing

    Omits significant
    relevant facts
    regarding the family
    discussed in the
    interview.

    0 pts

    Not
    Present

    25 pts

    Client Goals 25 to >22 pts

    Advanced

    Provides at least 9 goals
    from information learned in
    the video interview. 3 goals
    each for the couple,
    husband and wife.

    22 to >17 pts

    Proficient

    Provides at least 6 total
    goals from information
    learned in the video
    interview for the couple,
    husband and wife.

    17 to >0 pts

    Developing

    Provides 5 or fewer
    goals.

    0 pts

    Not
    Present

    25 pts

    Gross Estate
    and Probate
    Estate
    Calculations

    40 to >35 pts

    Advanced

    Calculates all four (2 gross
    estate and 2 probate estate)
    estate calculations correctly,
    showing all work.

    35 to >27 pts

    Proficient

    Calculates 3 of 4 gross
    estate and probate estate
    calculations correctly,
    showing all work or only has
    minor errors present.

    27 to >0 pts

    Developing

    Calculates gross
    estate and probate
    estate calculations,
    but significant
    errors are present,
    or no work is
    shown.

    0 pts

    Not
    Present

    40 pts

    Memo: Client Interview Grading Rubric | BUSI354_B01_202620

    Criteria Ratings Points

    Plan –
    Substantive
    Analysis

    50 to >44 pts

    Advanced

    • Provides at least 8
    substantive plan
    solutions/action steps for
    the family in the interview to
    create its estate plan.
    • Major points are stated
    clearly and supported by the
    Learn material, Scripture,
    examples, and thoughtful
    analysis (considering
    assumptions, analyzing
    implications,
    comparing/contrasting
    concepts).
    • Scholarly, legal or biblical
    sources are integrated into
    analysis.

    44 to >34 pts

    Proficient

    • Provides at least 5
    substantive plan
    solutions/action steps or
    only provides basic
    solutions required for the
    family in the interview to
    create its estate plan.
    • Major points are stated
    clearly and supported by the
    Learn material, Scripture,
    examples, and thoughtful
    analysis (considering
    assumptions, analyzing
    implications,
    comparing/contrasting
    concepts).
    • Scholarly, legal or biblical
    sources are referenced and
    cited.

    34 to >0 pts

    Developing

    • Provides fewer
    than 5 plan
    solutions/action
    steps.
    • Reviews but does
    not provide in-depth
    analysis of solutions
    required for the
    family in the
    interview to create
    its estate plan.
    • Key points are
    merely summarized
    or are omitted, and
    are substantially
    unsupported by the
    Learn material,
    Scripture,
    examples, and
    analysis.
    • Scholarly, legal or
    biblical sources are
    not used in support
    of analysis.

    0 pts

    Not
    Present

    50 pts

    Writing,
    Grammar,
    Usage,
    Professionalism

    50 to >44 pts

    Advanced

    • The memo includes a
    minimum of 1,000 words.
    • Grammar, spelling, and
    usage are correct and
    demonstrate sophistication.
    • Memo demonstrates
    appropriate tone and
    organization for professional
    communication with
    supervisor.

    44 to >34 pts

    Proficient

    • The memo includes
    800-999 words.
    • Grammar, spelling, and
    usage are correct with only
    minimal errors.
    • Memo largely
    demonstrates appropriate
    tone and organization for
    professional communication
    with supervisor with only
    marginal lapses.

    34 to >0 pts

    Developing

    • The memo
    contains fewer than
    800 words.
    • Grammar,
    spelling, and usage
    errors are
    significant and
    present throughout.
    • Memo lacks
    appropriate tone
    and organization for
    communication with
    supervisor.

    0 pts

    Not
    Present

    50 pts

    Memo: Client Interview Grading Rubric | BUSI354_B01_202620

    Criteria Ratings Points

    APA Formatting 10 to >8 pts

    Advanced

    • Used at least 2 sources.
    • Properly APA formatted
    in-text citations and APA
    formatted reference list.

    8 to >6 pts

    Proficient

    • Used at least 2 sources.
    • Errors in APA formatted
    in-text citations or APA
    formatted reference list.

    6 to >0 pts

    Developing

    • Used less than 2
    sources.
    • Missing APA
    formatted in-text
    citations or APA
    formatted reference
    list.

    0 pts

    Not
    Present

    10 pts

    Total Points: 200

    Memo: Client Interview Grading Rubric | BUSI354_B01_202620

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    Accounting for Decision Makers-DAX-DL01 Pedro Luis Gonzalez

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    **## WK5PAPER.docx**

    **Benchmark Theoretical Models and Approaches Paper Assignment Instructions**

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