The graduate analyzes how financial information influences organization decision-making, operational sustainability, and productivity.
INTRODUCTION
As a leader in IT management, you must be able to appropriately communicate information in a concise and effective manner to executives.
In this task, you will be asked to propose your IT investment project idea to the CEO and board of directors using the information from the IT project analysis and proposal report that you completed in Task 1. You will record yourself and your presentation using Panopto. In preparation for your presentation, you will construct an email invitation that includes a brief descriiption of your IT investment project idea from Task 1 and an outline of the key points you will discuss in your presentation.
It is required to pass Task 1 prior to starting this task. Please submit a copy of your completed Task 1 for reference with your final submission for this task.
SCENARIO
You are the chief information officer (CIO) of a publicly traded company. You have an IT investment project idea, and you have already compiled your IT Project Analysis and Proposal report. Now you need to present this idea to the CEO and board of directors for their approval.
REQUIREMENTS
Your submission must be your original work. No more than a combined total of 30% of the submission and no more than a 10% match to any one individual source can be directly quoted or closely paraphrased from sources, even if cited correctly. The originality report that is provided when you submit your task can be used as a guide.

You must use the rubric to direct the creation of your submission because it provides detailed criteria that will be used to evaluate your work. Each requirement below may be evaluated by more than one rubric aspect. The rubric aspect titles may contain hyperlinks to relevant portions of the course.

Tasks may not be submitted as cloud links, such as links to Google Docs, Google Slides, OneDrive, etc., unless specified in the task requirements. All other submissions must be file types that are uploaded and submitted as attachments (e.g., .docx, .pdf, .ppt).

A. Construct an email meeting invitation for your presentation. The email invitation should include a concise project descriiption and outline of the key points of your IT project analysis and proposal report from Task 1. The email should be addressed to the CEO and board of directors for your chosen company.

Note: Your descriiption and outline should align to your findings and recommendations from Task 1.

B. Present your idea for the IT investment project you chose in Task 1 by doing the following:
1. Using Panopto, record a multimedia presentation to the CEO and board of directors of your chosen company. Your recording must capture both you and the material (i.e., a voiceover or embedded video is not appropriate). Your presentation should also demonstrate appropriate communication skills for your audience, including a professional appearance.
2. In the presentation, provide your reasoning for why the project should be approved, including the financial justification for the project. The content of your presentation must align with the project descriiption and key points in part A.

Note: Your presentation should be no more than 10 minutes.

Note: For instructions on how to access and use Panopto, use the “Panopto How-To Videos” web link provided below. To access Panopto’s website, navigate to the web link titled “Panopto Access,” and then choose to log in using the “WGU” option. If prompted, log in using your WGU student portal credentials, and then it will forward you to Panopto’s website.

To submit your recording, upload it to the Panopto drop box titled “Financial Management for IT Professionals – NWM2 | C928.” Once the recording has been uploaded and processed in Panopto’s system, retrieve the URL of the recording from Panopto and copy and paste it into the Links option. Upload the remaining task requirements using the Attachments option.

C. Acknowledge sources, using in-text citations and references, for content that is quoted, paraphrased, or summarized.

D. Demonstrate professional communication in the content and presentation of your submission
File Restrictions
File name may contain only letters, numbers, spaces, and these symbols: ! – _ . * ‘ ( )
File size limit: 200 MB
File types allowed: doc, docx, rtf, xls, xlsx, ppt, pptx, odt, pdf, txt, qt, mov, mpg, avi, mp3, wav, mp4, wma, flv, asf, mpeg, wmv, m4v, svg, tif, tiff, jpeg, jpg, gif, png, zip, rar, tar, 7z
RUBRIC
A:EMAIL TEMPLATE
NOT EVIDENT
An email meeting invitation is not provided, or it does not include a descriiption or the key points from the IT project analysis and proposal report in Task 1.
APPROACHING COMPETENCE
The email meeting invitation includes a project descriiption and the key points from the IT project analysis and proposal report in Task 1, but the invitation is not concise or is inappropriate for the audience.
COMPETENT
The email meeting invitation for the presentation includes a concise project descriiption and outline of the key points of the IT project analysis and proposal report from Task 1. The invitation is appropriate for the audience.
B1:PRESENTATION: ORGANIZATION AND CONTEXT
NOT EVIDENT
A Panopto presentation is not submitted, or the video does not capture both the presenter and the virtual presentation.
APPROACHING COMPETENCE
The Panopto presentation is unclear, is disorganized, or does not demonstrate appropriate communication skills. The presenter’s appearance is unprofessional. The presentation is inappropriate for an executive audience.
COMPETENT
The Panopto presentation is clear, is organized, and demonstrates appropriate communication skills. The video captures both the presenter and the visual presentation. The presenter’s appearance is professional. The presentation includes detail appropriate for an executive audience.
B2:PRESENTATION: CONTENT
NOT EVIDENT
The presentation does not include reasoning for why the project should be approved, a financial justification, a project descriiption, or the key points from part A.
APPROACHING COMPETENCE
The presentation includes the reasoning for why the project should be approved and a financial justification for the project, but the reasoning is not logical or persuasive or does not align with the key points and descriiption from part A.
COMPETENT
The presentation includes logical and persuasive reasoning for why the project should be approved, including a financial justification for the project. The presentation aligns with the project descriiption and key points in part A and appropriately represents all points from part A to the audience.
C:SOURCES
NOT EVIDENT
The submission does not include both in-text citations and a reference list for sources that are quoted, paraphrased, or summarized.
APPROACHING COMPETENCE
The submission includes in-text citations for sources that are quoted, paraphrased, or summarized and a reference list; however, the citations or reference list is incomplete or inaccurate.
COMPETENT
The submission includes in-text citations for sources that are properly quoted, paraphrased, or summarized and a reference list that accurately identifies the author, date, title, and source location as available.
D:PROFESSIONAL COMMUNICATION
NOT EVIDENT
Content is unstructured, is disjointed, or contains pervasive errors in mechanics, usage, or grammar. Vocabulary or tone is unprofessional or distracts from the topic.
APPROACHING COMPETENCE
Content is poorly organized, is difficult to follow, or contains errors in mechanics, usage, or grammar that cause confusion. Terminology is misused or ineffective.
COMPETENT
Content reflects attention to detail, is organized, and focuses on the main ideas as prescribed in the task or chosen by the candidate. Terminology is pertinent, is used correctly, and effectively conveys the intended meaning. Mechanics, usage, and grammar promote accurate interpretation and understanding.
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