Your summative report must be typed in double spacing and should consist of a mi
Your summative report must be typed in double spacing and should consist of a minimum
of 8 pages and a maximum of 15 pages of written analysis. The annual report, ratio
calculations, charts, graphs, and so on are not part of the written report and should be
included in an appendix at the end of the report. There is no limit to the appendix’s length.
Written report requirements
Your written report should contain the following sections:
1. Introduction
The introduction includes a summary of general information about the company. This
information is usually contained in the company’s annual report and should include, but not
necessarily be limited to, the following items:
• the company’s name and head office location
• the names of the chairperson of the board of directors, the chief executive officers, the
chief operating officer, the president, and two directors
• a brief desсrіption of the company’s organizational structure (e.g., its divisions,
subsidiaries, etc.) and their locations
• the name of the firm that audited the financial statements and a brief summary, in your
own words, of the accounting firm’s opinion of the statements
• a brief summary of the significant accounting policies that the company follows (e.g.,
depreciation method, inventory valuation, etc.)
Do not simply list this information. Use subheadings to put this section together in two or
three coherent paragraphs. You may wish to add additional information as well.
2. Company profile
This section should include:
• a brief history of the company
• a brief summary of the company’s corporate objectives and mission statement
• a desсrіption of the products sold and/or services performed
3. President/CEO/chairperson’s report
Based on this section of the annual report, summarize, in your own words, the contents of
the chief executive’s report.
4. Environmental analysis
Prepare an analysis of intangible factors and current events that may affect the company’s
current and/or future performance. For example, consider:
• the company’s competition (direct and indirect)
• the state of the economy (both national and global)
• any provincial or federal legislation
• current government policy
• taxation laws
• current social and technological trends
• What opportunities and/or threats do these factors represent for the company’s future?
Based on this information alone, what changes, if any, should the company consider in
order to remain profitable and competitive?
5. Financial analysis (See next lesson, Lesson 19)
The financial analysis section of your report should include:
a) Comparative analysis
Complete a comparative balance sheet and income statement comparing the current
and previous year’s results using the horizontal/trend analysis technique, as well
as the vertical analysis technique. You should use Excel spreadsheet software
to complete these comparative statements and include your statements in your
appendix. A Comparative Analysis Ratios spreadsheet template is provided in your
Locker, for you to use.
Briefly discuss your assessment of these findings/results in your report.
b) Ratio analysis
In this part of the report, you are to prepare a table summarizing selected ratios and
measurements for the last three years. If three years are not available, do this for
two years. If the information to calculate the ratio or measurement is unavailable
(please look carefully), then state “N/A” in your table.
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