Assignment on Knowledge Proficiency MG251293

Assignment: Prepare a Financial Report Analysis / Sales Report Analysis / HR Report

Analysis

SUGGESTED FORMAT FOR PREPARATION OF REPORT

SAMPLE FORMAT for Financial Report Analysis

1. Executive Summary:

Provide a concise overview of the company's financial performance, highlighting key points
from the analysis.

2. Introduction:

Introduce the purpose of the analysis, the company being analyzed, and the financial
statements or reports being evaluated.

3. Financial Statements Reviewed:

List the financial statements or reports under examination:

Income Statement

Balance Sheet

Cash Flow Statement

4. Financial Performance Analysis:

4.1 Income Statement Analysis:

Evaluate revenue trends, gross profit margin, operating profit margin, and net profit margin.

Identify major sources of revenue and cost of goods sold.

Analyse the impact of non-operating income and expenses.

4.2 Balance Sheet Analysis:

Examine current assets, current liabilities, working capital, and the current ratio.

Assess long-term assets, long-term liabilities, and equity structure.

Calculate key ratios like the debt-to-equity ratio and return on equity.

4.3 Cash Flow Statement Analysis:

Analyze operating, investing, and financing cash flows.

Assess the company's ability to generate positive cash flows from operations.

Evaluate changes in cash and cash equivalents.

5. Financial Position Analysis:

 Assignment on Knowledge Proficiency MG251293
5.1 Liquidity Analysis:

Calculate and analyze liquidity ratios such as the current ratio and quick ratio.

Evaluate the company's ability to meet short-term obligations.

5.2 Solvency Analysis:

Examine solvency ratios like the debt ratio and debt-to-equity ratio.

Assess the company's long-term debt-paying ability.

6. Financial Ratios Analysis:

6.1 Profitability Ratios:

Evaluate gross profit margin, operating profit margin, net profit margin.

Calculate return on assets (ROA) and return on equity (ROE).

6.2 Efficiency Ratios:

Analyze asset turnover ratios, inventory turnover, and receivables turnover.

Assess the company's efficiency in utilizing its assets.

6.3 Investment Ratios:

Calculate earnings per share (EPS) and price-to-earnings (P/E) ratio.

Evaluate the market's perception of the company's performance.

7. Trend Analysis:

Compare financial ratios and key performance indicators over multiple reporting periods to
identify trends and changes.

8. SWOT Analysis:

Perform a Strengths, Weaknesses, Opportunities, and Threats analysis based on the financial
data and ratios.

9. Conclusion:

Summarize the key findings of the analysis, highlighting the company's strengths,
weaknesses, areas for improvement, and potential strategies.

10. Recommendations:

Provide actionable recommendations based on the analysis to enhance financial performance

and position.

11. References:

List any sources, financial reports, or data used for the analysis.
 Assignment on Knowledge Proficiency MG251293
Remember that this is a general proforma, and you may need to tailor it to the specific needs
of the company and the analysis you are conducting. Additionally, using financial analysis
software or tools can help streamline calculations and generate accurate ratios and metrics.

SAMPLE FORMAT for Marketing Report Analysis

1. Executive Summary:

Provide a brief overview of the marketing analysis, highlighting key findings and
recommendations.

2. Introduction:

Introduce the purpose of the analysis, the company's marketing objectives, and the specific
marketing activities being evaluated.

3. Marketing Goals and Objectives:

List the company's marketing goals and objectives for the reporting period and provide
context for the analysis.

4. Market Overview:

4.1 Industry Analysis:

Briefly describe the industry and market trends relevant to the company's products or
services.

Highlight key competitors and their positioning.

4.2 Target Audience Analysis:

Describe the target audience demographics, psychographics, and behaviors.

Identify the company's ideal customer profile.

5. Marketing Strategies and Tactics:

5.1 Campaign Analysis:

Evaluate the effectiveness of specific marketing campaigns or initiatives.

Discuss the goals, creative elements, channels used, and results achieved.

5.2 Channel Analysis:

Assess the performance of different marketing channels (e.g., social media, email, PPC).

Compare conversion rates, engagement, and ROI for each channel.

7. Return on Investment (ROI) Analysis:

7.1 Cost Analysis:

Break down the costs associated with marketing campaigns, including advertising, creative,
and personnel expenses.
 Assignment on Knowledge Proficiency MG251293
7.2 ROI Calculation:

Calculate the ROI for each marketing campaign or initiative using the formula: (Net Profit /
Cost) x 100.

8. Customer Feedback and Insights:

Summarize customer feedback, surveys, and insights gained from interactions with
customers.

9. SWOT Analysis:

Conduct a Strengths, Weaknesses, Opportunities, and Threats analysis based on the

marketing data and results.

10. Trend Analysis:

Compare marketing KPIs and metrics over multiple reporting periods to identify trends and
changes.

11. Conclusion:

Summarize the key findings of the analysis, emphasizing successful strategies, areas for
improvement, and potential opportunities.

12. Recommendations:

Provide actionable recommendations based on the analysis to enhance marketing

performance and achieve goals.

13. Future Outlook:

Discuss the company's marketing plans and strategies for upcoming periods, including
adjustments based on the analysis.

14. References:

List any sources, marketing reports, or data used for the analysis.
 Assignment on Knowledge Proficiency MG251293
SAMPLE FORMAT for HR Report Analysis

1. Executive Summary:

Provide a concise overview of the HR analysis, highlighting key findings and

recommendations.

2. Introduction:

Introduce the purpose of the analysis, the focus areas of HR activities, and the significance of
the HR data being evaluated.

3. HR Goals and Objectives:

List the organization's HR goals and objectives for the reporting period and provide context
for the analysis.

4. Workforce Overview:

4.1 Workforce Composition:

Analyze the composition of the workforce by department, role, and employment type (full-
time, part-time, contract).

4.2 Employee Demographics:

Present employee demographics, including age, gender, ethnicity, and educational

background.

5. Employee Performance and Engagement:

5.1 Performance Metrics:

Evaluate employee performance metrics, including performance reviews, goal achievements,

and development plans.

5.2 Employee Engagement:

Analyze employee engagement survey results and highlight engagement initiatives.

6. Recruitment and Onboarding:

6.1 Recruitment Effectiveness:

Assess the efficiency of the recruitment process, time-to-fill, and quality of hires.

6.2 Onboarding Analysis:

Review the onboarding process, time taken for new hires to reach full productivity, and
onboarding feedback.

7. Training and Development:

7.1 Training Impact:

Evaluate the effectiveness of training programs, skill improvements, and employee

development.
 Assignment on Knowledge Proficiency MG251293
7.2 Learning and Development Initiatives:

Discuss initiatives to enhance employee skills and career growth.

8. Employee Turnover and Retention:

8.1 Turnover Analysis:

Calculate employee turnover rates by department and job role.

8.2 Retention Strategies:

Highlight retention efforts, such as benefits, perks, and career development opportunities.

9. Diversity and Inclusion:

9.1 Diversity Metrics:

Present diversity metrics related to gender, ethnicity, age, and other dimensions.

9.2 Inclusion Initiatives:

Discuss initiatives to foster a diverse and inclusive workplace.

10. Compensation and Benefits:

10.1 Compensation Analysis:

Analyze compensation structures, salary ranges, and market competitiveness.

10.2 Benefits Evaluation:

Review employee benefits programs, satisfaction levels, and cost-effectiveness.

11. Compliance and Legal:

11.1 Compliance Status:

Evaluate HR's compliance with labor laws, regulations, and policies.

11.2 Legal Matters:

Discuss any legal issues or concerns related to HR practices.

12. Trend Analysis:

Compare HR metrics and activities over multiple reporting periods to identify trends and
changes.

13. SWOT Analysis:

Conduct a Strengths, Weaknesses, Opportunities, and Threats analysis based on the HR data
and results.

14. Conclusion:

Summarize the key findings of the analysis, highlighting successful HR strategies, areas for
improvement, and potential opportunities.
 Assignment on Knowledge Proficiency MG251293
15. Recommendations:

Provide actionable recommendations based on the analysis to enhance HR performance and

achieve objectives.

16. Future Outlook:

Discuss the organization's HR plans and strategies for upcoming periods, including
adjustments based on the analysis.

17. References:

List any sources, HR reports, or data used for the analysis.

Paper & Typing dimension: Milk white papers which do not deteriorate rapidly are to be
used. The paper must be with even edges. The report should be typed in one side of the paper
only. Whole of the report should be typed in Times New Roman font size of 12, justified and
a line spacing of 1.5 left, Margin 3 cm, Right margin 2 cm. Top margin 2.5 cm and Bottom
margin 3.5 cm to be maintained.

Pagination Each page must have a number designation, though numbers may be at center at
the bottom of the page. All pages must be numbered consecutively as follows:  Lower-case
Roman numerals (i.e., i, ii, iii, iv, v, vi, etc.) are used for preliminary pages (Table of contents
& list of illustrations). The numerals appear at the right bottom of the page, approximately ½”
above the bottom.  Arabic numerals (i.e., 1, 2, 3, 4, 5, 6, etc.) are used for the body of the
training report.

The numerals appear in the right bottom corner of the page, approximately ½” up from the
bottom and ½” in from the right margin.

Appendices or reference list should be numbered consecutively with the rest of the Report
 Assignment on Knowledge Proficiency MG251293
A

Report
ON

<TITLE OF THE REPORT>

(Font: Arial, Size:16, Bold)

Submitted in partial fulfillment for the award of the degree

Master of Business Administration

Chhattisgarh Swami Vivekananda Technical University, Bhilai

Submitted by,
<NAME OF THE STUDENT>

MBA Semester- II
(Session: 2022-2023)

Approved by, Guided by,

Dr. Souren Sarkar Dr. Bishwajeet Bhattacharjee
Professor & Head Asst. Professor

Shri Shankaracharya technical campus

Shri Shankaracharya Technical Campus, Faculty of Management Studies
JUNWANI, BHILAI-490 020 (CHHATTISGARH), INDIA