The student will exhibit autonomy by choosing the style of presentation they deem appropriate. While the student must stay within the given scenario, the budget or debt reduction planning is for the student to decide. Meta-cognition will take place when the student justifies their plan over the other student’s recommendation. Rubric: Criteria Superior Adequate Unacceptable Budgeting Strategy 15 pts. 9 pts. 5 pts. (This criterion applies The budget is The budget adheres The budget fails to ONLY if the student is constructed within to the monthly adhere to the assigned a budgeting the monthly income income. At least 75% identified income. scenario.) identified in the of the stated Or problem. All expenses are included The budget addresses expenses listed within in the budget. The less than 75% of the the problems are budget fulfills at least stated expenses. budgeted accordingly. 3 of the financial Or The budget fulfills the goals listed in the The budget fulfills less four financial goals problem. than 2 of the financial listed in the problem. goals listed. Debt Reduction Plan 15 pts. 9 pts. 5 pts. (This criterion applies The debt reduction The debt reduction The debt reduction ONLY if the student is plan outlines a plan to plan reduces debt by plan reduces debt by assigned a debt reduce debt by at at least 25% in the less than 25% in the reduction scenario.) least 50% in the next next two years. The next two years. two years. The debt debt is prioritized, but Or reduction plan the method for The debt is not clearly prioritizes debt prioritizing the debt prioritized for payoff. identified in the for payoff is not clear. Or
The student will exhibit autonomy by choosing the style of presentation they deem appropriate. While the student must stay within the given scenario, the budget or debt reduction planning is for the student to decide. Meta-cognition will take place when the student justifies their plan over the other student’s recommendation. Rubric: Criteria Superior Adequate Unacceptable Budgeting Strategy (This criterion applies ONLY if the student is assigned a budgeting scenario.) 15 pts. The budget is constructed within the monthly income identified in the problem. All expenses listed within the problems are budgeted accordingly. The budget fulfills the four financial goals listed in the problem. 9 pts. The budget adheres to the monthly income. At least 75% of the stated expenses are included in the budget. The budget fulfills at least 3 of the financial goals listed in the problem. 5 pts. The budget fails to adhere to the identified income. Or The budget addresses less than 75% of the stated expenses. Or The budget fulfills less than 2 of the financial goals listed. Debt Reduction Plan (This criterion applies ONLY if the student is assigned a debt reduction scenario.) 15 pts. The debt reduction plan outlines a plan to reduce debt by at least 50% in the next two years. The debt reduction plan prioritizes debt identified in the 9 pts. The debt reduction plan reduces debt by at least 25% in the next two years. The debt is prioritized, but the method for prioritizing the debt for payoff is not clear. 5 pts. The debt reduction plan reduces debt by less than 25% in the next two years. Or The debt is not clearly prioritized for payoff. Or
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