InstructionsObjective:
Write a formal letter to your investors summarizing how your hospitality or tourism business has performed over the past year, focusing on balance sheet changes, key financial decisions, and future strategies.
Assignment Instructions:
Write a 2-3 page letter addressed to your investors. Your letter should include the following sections:
1. Opening: Investor Address & Business Overview
- Introduce your hospitality or tourism business:
- What kind of business are you managing? (e.g., luxury hotel, cruise line, farm-to-table restaurant, eco-lodge, adventure tourism company) – Can be fictional or real business.
- Where is it located? What makes it unique?
- What were your financial goals at the beginning of the year?
2. Financial Performance: Key Balance Sheet Changes
- Describe three major financial events that impacted your balance sheet (e.g., securing a loan, investing in renovations, seasonal fluctuations, hiring/firing staff, purchasing new equipment, an unexpected expense).
- For each event, explain:
- How did it impact assets, liabilities, or equity?
- Did it improve or challenge the company’s financial health?
- What changes did you see in your key financial ratios (e.g., current ratio, debt-to-equity ratio)?
3. Future Plans & Investor Reassurance
- What strategic financial decisions will you make next year to improve the company’s financial standing?
- How will you ensure sustained growth and profitability?
- Reassure investors by highlighting why they should continue supporting the business.
4. Closing & Investor Engagement
- End the letter with a call to action, a specific ask to your investors as a follow up.
Rubric Name: Individual Assignment
PrintCriteriaLevel 4: Exceeds Expectations25 pointsLevel 3: Meets Expectations20 pointsLevel 2: Approaches Expectations15 pointsLevel 1: Does not meet Expectations5 pointsCriterion ScoreContent Unterstanding
Exceptional understanding and insightful application.
Clear understanding with accurate explanations.
Basic understanding but with inaccuracies.
Significant inaccuracies or lack of understanding.
Score of Content Unterstanding,/ 25Analysis and Critical Thinking
In-depth analysis with original thought.
Solid analysis and appropriate critical thinking.
Surface-level analysis, lacking depth.
Minimal or absent critical thinking.
Score of Analysis and Critical Thinking,/ 25Structure and Clarity
Exceptionally well-organized and clear.
Clear structure and progression of ideas.
Somewhat organized but lacks clarity.
Poor organization and lack of clarity.
Score of Structure and Clarity,/ 25Writing Mechanics (Grammar, Spelling, Punctuation)
Flawless or near-flawless mechanics.
Few minor errors.
Noticeable errors but not obstructive to understanding.
Frequent errors that impede understanding.
Score of Writing Mechanics (Grammar, Spelling, Punctuation),/ 25TotalScore of Individual Assignment,/ 100
Overall Score
Level 43 points minimumLevel 32 points minimumLevel 21 point minimumLevel 10 points minimum