Lesson ProgressPhase 1 of 1
Phase 1Assessment
Assessment: Final Presentation: Defend Ending Inventory, Method Choice, and Business Recommendation

Final presentations, submission, and reflection on method choice and evidence

Phase 1: Final Presentation & Submission

Milestone 3 — Present Your Inventory Recommendation

Today your team presents the final inventory analysis to an executive audience. Every claim must come from your workbook. Every number must be defensible.

Project Context

Across Lessons 8 and 9, your team built a complete inventory valuation workbook for your assigned business. You calculated ending inventory and COGS using all four methods, compared the results, tested scenarios, and wrote a recommendation. Today is the moment to share that work with an audience that needs to make a real decision.

Your presentation should answer one question: Which inventory valuation method best serves this business, and why? The answer must come from your workbook evidence, not opinion.

Business Objectives
  • Tell a clear story: problem → analysis → recommendation
  • Cite at least three exact numbers from your group's workbook
  • Explain how your chosen method affects COGS, ending inventory, and reported profit
  • Name one risk or limitation and explain why the recommendation still holds
  • Respond to audience questions with workbook evidence
Workbook Objectives
  • Final workbook is complete, accurate, and well-formatted
  • All four methods (FIFO, LIFO, Specific ID, Weighted Average) are calculated correctly
  • Checks sheet shows no unresolved errors
  • Dashboard displays method comparison clearly
  • Recommendation sheet includes claim, evidence, and risk statement
Presentation Flow (40 minutes)
5 minSetup: teams open final workbooks, confirm presentation order
~6 min eachFour groups present (4–5 min presentation + 1–2 min Q&A)
5 minWrap-up: submission confirmation, reflection, and next steps
Group Dataset Assignments

Each group uses only their assigned starter workbook. Do not switch files or use another group's workbook.

Missing workbook? Re-download your assigned starter workbook and rebuild from your Lesson 09 notes. Do not use another group's file.

Acceptance Criteria
  • Final workbook is complete with all required sheets and accurate calculations
  • Recommendation includes a clear claim, at least three cited workbook numbers, and one risk statement
  • Presentation is 4–5 minutes with a clear story arc and visible workbook evidence
  • Team responds to at least one audience question using specific workbook data
  • Final workbook, recommendation artifact, and peer reviews are submitted
Submission Checklist
  • Final workbook file saved with correct naming convention: Unit07_GroupX_Inventory.xlsx
  • Recommendation artifact (slide, brief, or memo) submitted
  • Peer critique forms completed for all presenting groups
  • Reflection journal completed individually
  • All files uploaded to the submission folder or LMS
Evaluation Rubric
Technical Accuracy50%

All inventory valuations are mathematically correct. Formulas handle edge cases. Checks sheet shows no unresolved errors.

Strategic Rationale20%

Recommendation clearly aligns with business objectives. Demonstrates understanding of how method choice affects COGS, ending inventory, and profit.

Communication & Clarity15%

Concise story with a clear problem → analysis → recommendation arc. Visuals support the message. Audience-appropriate language.

Q&A Readiness10%

Confident, concise responses that cite specific workbook numbers. Team can defend their recommendation under questioning.

Professionalism & Time Management5%

Presentation fits the timebox. Clean transitions. Professional delivery.

Peer Review (Audience)

As an audience member, evaluate each presentation using the rubric categories above. Provide at least one concrete strength and one concrete revision target for each team.

Peer Critique & Feedback
Provide constructive feedback to support peer learning and professional development
Unit 7
Reviewing: Classmate

Unit 07 Final Presentations

Project by Classmate

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Strengths & Highlights
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Areas for Growth
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Excel Technical Skills
Spreadsheet functionality and accuracy
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Business Analysis
Strategic thinking and real-world application
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Communication & Delivery
Professional presentation and clarity
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Final Reflection

After your presentation, complete this reflection individually. Think about what made your recommendation believable — and what you would do differently next time.

Unit 07 Project Reflection
Reflect on your learning journey and growth in the CAP framework
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UNDERSTANDING
What was your team's recommended inventory method, and what workbook evidence made it the strongest choice?
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CONFIDENCE
Which part of your workbook are you most confident about? Which part would you improve if you had more time?
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APPLICATION
How did your team's method choice affect COGS and ending inventory compared to the other methods?
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TRANSFER
What did you learn about the connection between inventory accounting and business decision-making?
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UNDERSTANDING
If you were advising Sarah Chen (from Lesson 01) on inventory tracking, what is the most important thing you would tell her now?
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Progress: 0/5 reflections completed