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    **## InformalProgramEvaluationofSpecialEducationandRelatedServices.docx**

    2

    **Informal Program Evaluation of Special Education and Related Services**

    Name of Student

    Lecturer Name

    Course

    Date

    **Informal Program Evaluation of Special Education and Related Services**

    **Introduction**

    This informal evaluation examines the way our school structures and provides special education and related services, and there is a focus on both legal compliance and day-to-day instructional quality. I think of how the information flows to the various stakeholders, if decisions are being made that put students in the least restrictive environment possible while ensuring a free appropriate public education, and how well teams are coordinated across classrooms, services, and administration. I also look at family participation, access to and the use of IEP's, the dignity and inclusion of students in school life and the depth of transition planning. The purpose is to articulate existing conditions simply and identify priority areas where change would enhance access, consistency, and outcomes for students with disabilities.

    **Methods and Frame**

    I reviewed a sample of IEPs and transition plans and local procedures and informally spoke with general and special educators, related service providers, and several families. I compared what I saw with three anchors in the literature: alignment among present levels, goals, and services inside IEPs; teacher collaboration and preparation for inclusive instruction; and transition experiences linked with better adult outcomes such as career awareness, paid work during high school, active family involvement, and explicit self-advocacy instruction (Kurth et al., 2022; Al Jaffal, 2022; Mazzotti et al., 2021).

    **Information Sharing**

    Teachers generally know how to access IEPs and accommodation summaries and many receiving one-page "at-a-glance" sheets. Paraprofessionals and transportation staff expressed their frustration that sometimes they do not receive updates as early as teachers in the classroom, which can lead to gaps in behavior supports and testing accommodations. Several families requested clearer explanations of assistive technology and how the tools should be utilized during homework and class activities. Research on AAC implementation recommends writing specific "where, when, and how" statements into IEPs, and then showing everyone how to use the tools by conducting short, hands-on follow ups with families so they are confident implementing strategies (Erwin-Davidson et al., 2024).

    **Compliance and Educated Substance**

    Procedural steps such as notices, timelines and consent are taken in a timely manner. The concern is presented in the bodies of the documents. When the current levels are to describe a need, the related goal and service minutes are not always identical. For example, a student who has identified needs in the area of writing may receive the bulk of direct service time in reading fluency. Prior studies report this pattern across districts and caution that IEPs can also be procedurally correct but weak in instructional coherence when alignment breaks down (Kurth et al., 2022). So, to improve substance, we should include routine checks of whether levels present lead directly to goals, services target those goals, and accommodations match actual demands of the classroom tasks (Kurth et al., 2022).

    **Decisions Regarding Placement and Services**

    Teams start by thinking about supports in general education settings before thinking about more restrictive options, which reflects the Least Restrictive Environment requirement. Scheduling, however, is sometimes determined by staffing and availability of rooms. Teachers also requested protected time to plan with special educators Inclusive practice is enhanced with practical coaching and scheduled co-planning to turn IEP supports into concrete lesson moves, such as how to deliver extended time or a graphic organizer within a lab or essay unit (Al Jaffal, 2022). Protecting shared planning time therefore works as a strategy of compliance and quality because it enables placement decisions to be based on access and support rather than convenience (Al Jaffal, 2022).

    **Communication Across School and District**

    Leaders share quarterly compliance dashboards and hold monthly problem solving meetings. These routines help teams to meet deadlines, but they do not always monitor the experiences that predict success after graduation. Predictors schools can monitor include career exploration activities, paid work during high school, persistent family engagement, and explicit teaching of self-advocacy skills, and demonstrates that students who have access to more of these experiences have better outcomes in education, employment, and independent living (Mazzotti et al., 2021). A simple dashboard of the number of these experiences would ensure attention is on what matters for life after school but not just for paperwork (Mazzotti et al., 2021).

    **Working With Educators and Providers**

    Teachers expressed that they found case managers responsive but asked, who is responsible for progress monitoring inside units, and how to adjust accommodations if a strategy is not working. Related service providers reported that it would be helpful to share short demonstration videos and quick tip sheets with classroom staff. Educators need targeted training and predictable collaboration routines to help them translate IEP language into the instruction they can use the next day (Al Jaffal, 2022). Setting up short and repeated blocks of co-planning and easy feedback cycles would facilitate that translation and make changes during the unit more consistent (Al Jaffal, 2022).

    **Family Participation**

    Families attend meetings, and they love to have clear summaries, but several of them told us that they'd like to have short check-ins after meetings to see how supports look in class and at home. One of the parents asked to see how a communication app is used in a reading group so they could replicate the prompts during homework time. When teams provide concrete demonstrations, bilingual guides, and scheduled micro-coaching, families report higher confidence and students use AAC more consistently across settings (Erwin-Davidson et al., 2024). Building these follow-ups into the calendar makes attendance authentic partnership rather than perfunctory participation (Erwin-Davidson et al., 2024).

    **Transition Services**

    Transition sections are included in IEPs for students age 16 and above, but with varying depth. Some students take career assessments, write resumes, and experience campus jobs, while others list interests but do not practice job tasks and self-advocacy skills in real time and settings. Experiences such as paid work during high school, direct instruction in goal setting and self-advocacy, and active family involvement are linked to better adult results, so these experiences should be built into classes and counseling plans rather than left as one-time events (Mazzotti et al., 2021). Tracking the number of students accessing these opportunities would help leaders see and close gaps across campuses (Mazzotti et al., 2021).

    **Dignity, Inclusion, and Self Determination**

    Students with disabilities are included in clubs, field trips and school events with peers, supporting the idea of belonging. The routines of choice-making and goal-tracking that I observed in classrooms occurred in some courses but not others. Self-determination increases with student practice in setting goals, making choices, solving problems, and reflecting on outcomes during the regular course of instruction, and recent work demonstrates meaningful gains throughout a school year when schools both teach these skills directly and provide students with multiple opportunities for practicing these skills (Shogren et al., 2024). Making these routines part of advisory classes and core classes would help growth to be more consistent across grade levels (Shogren et al., 2024).

    **Access to and Use of IEPs by General Education Teachers**

    General educators are able to access IEPs in the student information system and many are given a brief summary. Several asked for examples of how to put accommodations into action exactly in their lessons and their assessments. This gap is noted in the inclusion literature: Teachers often know what is needed, but need concrete models and short coaching cycles to implement supports with fidelity within their content area (Al Jaffal, 2022). Short, scheduled plans for co-teaching, and samples of accommodations "look-fors" would fill that need and make IEPs living documents and not static files (Al Jaffal, 2022).

    **Authenticity of Goals and Progress Monitoring**

    Progress reports are sent out on schedule and most goals are measurable. The weak spot is the chain that should go from present levels to goals to services. When that chain is broken, services are provided to students that do not address the priority need and instruction loses power. This problem is common and recommends auditing for alignment, not only for timelines, to increase the chance of real educational benefit (Kurth et al., 2022). Having a simple checklist that ensures alignment before meetings close would ensure quality checks are quick and consistent (Kurth et al., 2022).

    **Priority Areas of Improvement**

    First, establish a quarterly IP quality check that ensures the connection between present levels and goals and services, as alignment is connected to meaningful benefit and not simply compliance (Kurth et al., 2022). Second, safeguard typical planning time and employ an easy co-planning template to co-teachers to choose in advance just how to provide accommodations within upcoming units, which research tells us is pragmatic for inclusive success (Al Jaffal, 2022). Third, follow up on IEP short notice with families in a way that demonstrates assistive technology and includes quick guides, so that there is a good match between family and school strategies because implementation improves if families see and practice the steps (Erwin-Davidson et al., 2024). Fourth, monitor transition predictors including career awareness activities, paid work experiences in high school, sustained family involvement, and self-advocacy instruction with the same rigor given to timelines because of the links between the predictors and stronger postschool outcomes (Mazzotti et al., 2021). Fifth, engage in goal setting, choice making, and reflection as an embedded part of advisory and core classes so every student practices self-determination multiple times throughout the year, which is how growth becomes reliable (Shogren et al, 2024).

    **Conclusion**

    The school does meet most of the procedural requirements and demonstrates a commitment to inclusion. The opportunity is there to tighten the day-to-day practice to have plans drive instruction and have families full partners. The literature identifies a concrete path: audit IEP alignment, schedule real co-planning, follow up with families through demonstrations and brief coaching, track transition predictors that matter for adult life, and teach self-determination on purpose within general classes (Mazzotti et al., 2021). These actions link legal obligations to the practices most linked to meaningful movement.

    **References**

    Al Jaffal, M. (2022). Barriers general education teachers face regarding the inclusion of students with autism.
    _Frontiers in Psychology, 13_, 873248.
    [https://doi.org/10.3389/fpsyg.2022.873248](https://doi.org/10.3389/fpsyg.2022.873248)

    Erwin-Davidson, L., McKee, A., & O’Crowley, E. (2024). Improving family engagement during implementation of IEP-aided AAC services: An interdisciplinary U.S.-based perspective.
    _Frontiers in Education, 9_, 1487304.
    [https://doi.org/10.3389/feduc.2024.1487304](https://doi.org/10.3389/feduc.2024.1487304)

    Kurth, J. A., Turner, E. L., Gerasimova, D., Hicks, T. A., Zagona, A., Lansey, K., Mansouri, M. C., Lyon, K. J., Jameson, M., Loyless, R., & Pace, J. R. (2022). An investigation of IEP quality associated with special education placement for students with complex support needs.
    _Research and Practice for Persons with Severe Disabilities, 47_(4), 244–260.
    [https://doi.org/10.1177/15407969221134923](https://doi.org/10.1177/15407969221134923)

    Mazzotti, V. L., Rowe, D. A., Kwiatek, S., Voggt, A., Chang, W.-H., Fowler, C. H., Poppen, M., Sinclair, J., & Test, D. W. (2021). Secondary transition predictors of postschool success: An update to the research base.
    _Career Development and Transition for Exceptional Individuals, 44_(1), 47–64.
    [https://doi.org/10.1177/2165143420959793](https://doi.org/10.1177/2165143420959793)

    Shogren, K. A., Long, H., Hicks, T. A., & Ferreira, H. R. (2024). Self-determination for students with disabilities during challenging times.
    _Children and Youth Services Review, 158_, 107339.
    [https://doi.org/10.1016/j.childyouth.2024.107339](https://doi.org/10.1016/j.childyouth.2024.107339)

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    **## InformalProgramEvaluationofSpecialEducationandRelatedServices.docx**

    2

    **Informal Program Evaluation of Special Education and Related Services**

    Name of Student

    Lecturer Name

    Course

    Date

    **Informal Program Evaluation of Special Education and Related Services**

    **Introduction**

    This informal evaluation examines the way our school structures and provides special education and related services, and there is a focus on both legal compliance and day-to-day instructional quality. I think of how the information flows to the various stakeholders, if decisions are being made that put students in the least restrictive environment possible while ensuring a free appropriate public education, and how well teams are coordinated across classrooms, services, and administration. I also look at family participation, access to and the use of IEP's, the dignity and inclusion of students in school life and the depth of transition planning. The purpose is to articulate existing conditions simply and identify priority areas where change would enhance access, consistency, and outcomes for students with disabilities.

    **Methods and Frame**

    I reviewed a sample of IEPs and transition plans and local procedures and informally spoke with general and special educators, related service providers, and several families. I compared what I saw with three anchors in the literature: alignment among present levels, goals, and services inside IEPs; teacher collaboration and preparation for inclusive instruction; and transition experiences linked with better adult outcomes such as career awareness, paid work during high school, active family involvement, and explicit self-advocacy instruction (Kurth et al., 2022; Al Jaffal, 2022; Mazzotti et al., 2021).

    **Information Sharing**

    Teachers generally know how to access IEPs and accommodation summaries and many receiving one-page "at-a-glance" sheets. Paraprofessionals and transportation staff expressed their frustration that sometimes they do not receive updates as early as teachers in the classroom, which can lead to gaps in behavior supports and testing accommodations. Several families requested clearer explanations of assistive technology and how the tools should be utilized during homework and class activities. Research on AAC implementation recommends writing specific "where, when, and how" statements into IEPs, and then showing everyone how to use the tools by conducting short, hands-on follow ups with families so they are confident implementing strategies (Erwin-Davidson et al., 2024).

    **Compliance and Educated Substance**

    Procedural steps such as notices, timelines and consent are taken in a timely manner. The concern is presented in the bodies of the documents. When the current levels are to describe a need, the related goal and service minutes are not always identical. For example, a student who has identified needs in the area of writing may receive the bulk of direct service time in reading fluency. Prior studies report this pattern across districts and caution that IEPs can also be procedurally correct but weak in instructional coherence when alignment breaks down (Kurth et al., 2022). So, to improve substance, we should include routine checks of whether levels present lead directly to goals, services target those goals, and accommodations match actual demands of the classroom tasks (Kurth et al., 2022).

    **Decisions Regarding Placement and Services**

    Teams start by thinking about supports in general education settings before thinking about more restrictive options, which reflects the Least Restrictive Environment requirement. Scheduling, however, is sometimes determined by staffing and availability of rooms. Teachers also requested protected time to plan with special educators Inclusive practice is enhanced with practical coaching and scheduled co-planning to turn IEP supports into concrete lesson moves, such as how to deliver extended time or a graphic organizer within a lab or essay unit (Al Jaffal, 2022). Protecting shared planning time therefore works as a strategy of compliance and quality because it enables placement decisions to be based on access and support rather than convenience (Al Jaffal, 2022).

    **Communication Across School and District**

    Leaders share quarterly compliance dashboards and hold monthly problem solving meetings. These routines help teams to meet deadlines, but they do not always monitor the experiences that predict success after graduation. Predictors schools can monitor include career exploration activities, paid work during high school, persistent family engagement, and explicit teaching of self-advocacy skills, and demonstrates that students who have access to more of these experiences have better outcomes in education, employment, and independent living (Mazzotti et al., 2021). A simple dashboard of the number of these experiences would ensure attention is on what matters for life after school but not just for paperwork (Mazzotti et al., 2021).

    **Working With Educators and Providers**

    Teachers expressed that they found case managers responsive but asked, who is responsible for progress monitoring inside units, and how to adjust accommodations if a strategy is not working. Related service providers reported that it would be helpful to share short demonstration videos and quick tip sheets with classroom staff. Educators need targeted training and predictable collaboration routines to help them translate IEP language into the instruction they can use the next day (Al Jaffal, 2022). Setting up short and repeated blocks of co-planning and easy feedback cycles would facilitate that translation and make changes during the unit more consistent (Al Jaffal, 2022).

    **Family Participation**

    Families attend meetings, and they love to have clear summaries, but several of them told us that they'd like to have short check-ins after meetings to see how supports look in class and at home. One of the parents asked to see how a communication app is used in a reading group so they could replicate the prompts during homework time. When teams provide concrete demonstrations, bilingual guides, and scheduled micro-coaching, families report higher confidence and students use AAC more consistently across settings (Erwin-Davidson et al., 2024). Building these follow-ups into the calendar makes attendance authentic partnership rather than perfunctory participation (Erwin-Davidson et al., 2024).

    **Transition Services**

    Transition sections are included in IEPs for students age 16 and above, but with varying depth. Some students take career assessments, write resumes, and experience campus jobs, while others list interests but do not practice job tasks and self-advocacy skills in real time and settings. Experiences such as paid work during high school, direct instruction in goal setting and self-advocacy, and active family involvement are linked to better adult results, so these experiences should be built into classes and counseling plans rather than left as one-time events (Mazzotti et al., 2021). Tracking the number of students accessing these opportunities would help leaders see and close gaps across campuses (Mazzotti et al., 2021).

    **Dignity, Inclusion, and Self Determination**

    Students with disabilities are included in clubs, field trips and school events with peers, supporting the idea of belonging. The routines of choice-making and goal-tracking that I observed in classrooms occurred in some courses but not others. Self-determination increases with student practice in setting goals, making choices, solving problems, and reflecting on outcomes during the regular course of instruction, and recent work demonstrates meaningful gains throughout a school year when schools both teach these skills directly and provide students with multiple opportunities for practicing these skills (Shogren et al., 2024). Making these routines part of advisory classes and core classes would help growth to be more consistent across grade levels (Shogren et al., 2024).

    **Access to and Use of IEPs by General Education Teachers**

    General educators are able to access IEPs in the student information system and many are given a brief summary. Several asked for examples of how to put accommodations into action exactly in their lessons and their assessments. This gap is noted in the inclusion literature: Teachers often know what is needed, but need concrete models and short coaching cycles to implement supports with fidelity within their content area (Al Jaffal, 2022). Short, scheduled plans for co-teaching, and samples of accommodations "look-fors" would fill that need and make IEPs living documents and not static files (Al Jaffal, 2022).

    **Authenticity of Goals and Progress Monitoring**

    Progress reports are sent out on schedule and most goals are measurable. The weak spot is the chain that should go from present levels to goals to services. When that chain is broken, services are provided to students that do not address the priority need and instruction loses power. This problem is common and recommends auditing for alignment, not only for timelines, to increase the chance of real educational benefit (Kurth et al., 2022). Having a simple checklist that ensures alignment before meetings close would ensure quality checks are quick and consistent (Kurth et al., 2022).

    **Priority Areas of Improvement**

    First, establish a quarterly IP quality check that ensures the connection between present levels and goals and services, as alignment is connected to meaningful benefit and not simply compliance (Kurth et al., 2022). Second, safeguard typical planning time and employ an easy co-planning template to co-teachers to choose in advance just how to provide accommodations within upcoming units, which research tells us is pragmatic for inclusive success (Al Jaffal, 2022). Third, follow up on IEP short notice with families in a way that demonstrates assistive technology and includes quick guides, so that there is a good match between family and school strategies because implementation improves if families see and practice the steps (Erwin-Davidson et al., 2024). Fourth, monitor transition predictors including career awareness activities, paid work experiences in high school, sustained family involvement, and self-advocacy instruction with the same rigor given to timelines because of the links between the predictors and stronger postschool outcomes (Mazzotti et al., 2021). Fifth, engage in goal setting, choice making, and reflection as an embedded part of advisory and core classes so every student practices self-determination multiple times throughout the year, which is how growth becomes reliable (Shogren et al, 2024).

    **Conclusion**

    The school does meet most of the procedural requirements and demonstrates a commitment to inclusion. The opportunity is there to tighten the day-to-day practice to have plans drive instruction and have families full partners. The literature identifies a concrete path: audit IEP alignment, schedule real co-planning, follow up with families through demonstrations and brief coaching, track transition predictors that matter for adult life, and teach self-determination on purpose within general classes (Mazzotti et al., 2021). These actions link legal obligations to the practices most linked to meaningful movement.

    **References**

    Al Jaffal, M. (2022). Barriers general education teachers face regarding the inclusion of students with autism.
    _Frontiers in Psychology, 13_, 873248.
    [https://doi.org/10.3389/fpsyg.2022.873248](https://doi.org/10.3389/fpsyg.2022.873248)

    Erwin-Davidson, L., McKee, A., & O’Crowley, E. (2024). Improving family engagement during implementation of IEP-aided AAC services: An interdisciplinary U.S.-based perspective.
    _Frontiers in Education, 9_, 1487304.
    [https://doi.org/10.3389/feduc.2024.1487304](https://doi.org/10.3389/feduc.2024.1487304)

    Kurth, J. A., Turner, E. L., Gerasimova, D., Hicks, T. A., Zagona, A., Lansey, K., Mansouri, M. C., Lyon, K. J., Jameson, M., Loyless, R., & Pace, J. R. (2022). An investigation of IEP quality associated with special education placement for students with complex support needs.
    _Research and Practice for Persons with Severe Disabilities, 47_(4), 244–260.
    [https://doi.org/10.1177/15407969221134923](https://doi.org/10.1177/15407969221134923)

    Mazzotti, V. L., Rowe, D. A., Kwiatek, S., Voggt, A., Chang, W.-H., Fowler, C. H., Poppen, M., Sinclair, J., & Test, D. W. (2021). Secondary transition predictors of postschool success: An update to the research base.
    _Career Development and Transition for Exceptional Individuals, 44_(1), 47–64.
    [https://doi.org/10.1177/2165143420959793](https://doi.org/10.1177/2165143420959793)

    Shogren, K. A., Long, H., Hicks, T. A., & Ferreira, H. R. (2024). Self-determination for students with disabilities during challenging times.
    _Children and Youth Services Review, 158_, 107339.
    [https://doi.org/10.1016/j.childyouth.2024.107339](https://doi.org/10.1016/j.childyouth.2024.107339)

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    **## InformalProgramEvaluationofSpecialEducationandRelatedServices.docx**

    2

    **Informal Program Evaluation of Special Education and Related Services**

    Name of Student

    Lecturer Name

    Course

    Date

    **Informal Program Evaluation of Special Education and Related Services**

    **Introduction**

    This informal evaluation examines the way our school structures and provides special education and related services, and there is a focus on both legal compliance and day-to-day instructional quality. I think of how the information flows to the various stakeholders, if decisions are being made that put students in the least restrictive environment possible while ensuring a free appropriate public education, and how well teams are coordinated across classrooms, services, and administration. I also look at family participation, access to and the use of IEP's, the dignity and inclusion of students in school life and the depth of transition planning. The purpose is to articulate existing conditions simply and identify priority areas where change would enhance access, consistency, and outcomes for students with disabilities.

    **Methods and Frame**

    I reviewed a sample of IEPs and transition plans and local procedures and informally spoke with general and special educators, related service providers, and several families. I compared what I saw with three anchors in the literature: alignment among present levels, goals, and services inside IEPs; teacher collaboration and preparation for inclusive instruction; and transition experiences linked with better adult outcomes such as career awareness, paid work during high school, active family involvement, and explicit self-advocacy instruction (Kurth et al., 2022; Al Jaffal, 2022; Mazzotti et al., 2021).

    **Information Sharing**

    Teachers generally know how to access IEPs and accommodation summaries and many receiving one-page "at-a-glance" sheets. Paraprofessionals and transportation staff expressed their frustration that sometimes they do not receive updates as early as teachers in the classroom, which can lead to gaps in behavior supports and testing accommodations. Several families requested clearer explanations of assistive technology and how the tools should be utilized during homework and class activities. Research on AAC implementation recommends writing specific "where, when, and how" statements into IEPs, and then showing everyone how to use the tools by conducting short, hands-on follow ups with families so they are confident implementing strategies (Erwin-Davidson et al., 2024).

    **Compliance and Educated Substance**

    Procedural steps such as notices, timelines and consent are taken in a timely manner. The concern is presented in the bodies of the documents. When the current levels are to describe a need, the related goal and service minutes are not always identical. For example, a student who has identified needs in the area of writing may receive the bulk of direct service time in reading fluency. Prior studies report this pattern across districts and caution that IEPs can also be procedurally correct but weak in instructional coherence when alignment breaks down (Kurth et al., 2022). So, to improve substance, we should include routine checks of whether levels present lead directly to goals, services target those goals, and accommodations match actual demands of the classroom tasks (Kurth et al., 2022).

    **Decisions Regarding Placement and Services**

    Teams start by thinking about supports in general education settings before thinking about more restrictive options, which reflects the Least Restrictive Environment requirement. Scheduling, however, is sometimes determined by staffing and availability of rooms. Teachers also requested protected time to plan with special educators Inclusive practice is enhanced with practical coaching and scheduled co-planning to turn IEP supports into concrete lesson moves, such as how to deliver extended time or a graphic organizer within a lab or essay unit (Al Jaffal, 2022). Protecting shared planning time therefore works as a strategy of compliance and quality because it enables placement decisions to be based on access and support rather than convenience (Al Jaffal, 2022).

    **Communication Across School and District**

    Leaders share quarterly compliance dashboards and hold monthly problem solving meetings. These routines help teams to meet deadlines, but they do not always monitor the experiences that predict success after graduation. Predictors schools can monitor include career exploration activities, paid work during high school, persistent family engagement, and explicit teaching of self-advocacy skills, and demonstrates that students who have access to more of these experiences have better outcomes in education, employment, and independent living (Mazzotti et al., 2021). A simple dashboard of the number of these experiences would ensure attention is on what matters for life after school but not just for paperwork (Mazzotti et al., 2021).

    **Working With Educators and Providers**

    Teachers expressed that they found case managers responsive but asked, who is responsible for progress monitoring inside units, and how to adjust accommodations if a strategy is not working. Related service providers reported that it would be helpful to share short demonstration videos and quick tip sheets with classroom staff. Educators need targeted training and predictable collaboration routines to help them translate IEP language into the instruction they can use the next day (Al Jaffal, 2022). Setting up short and repeated blocks of co-planning and easy feedback cycles would facilitate that translation and make changes during the unit more consistent (Al Jaffal, 2022).

    **Family Participation**

    Families attend meetings, and they love to have clear summaries, but several of them told us that they'd like to have short check-ins after meetings to see how supports look in class and at home. One of the parents asked to see how a communication app is used in a reading group so they could replicate the prompts during homework time. When teams provide concrete demonstrations, bilingual guides, and scheduled micro-coaching, families report higher confidence and students use AAC more consistently across settings (Erwin-Davidson et al., 2024). Building these follow-ups into the calendar makes attendance authentic partnership rather than perfunctory participation (Erwin-Davidson et al., 2024).

    **Transition Services**

    Transition sections are included in IEPs for students age 16 and above, but with varying depth. Some students take career assessments, write resumes, and experience campus jobs, while others list interests but do not practice job tasks and self-advocacy skills in real time and settings. Experiences such as paid work during high school, direct instruction in goal setting and self-advocacy, and active family involvement are linked to better adult results, so these experiences should be built into classes and counseling plans rather than left as one-time events (Mazzotti et al., 2021). Tracking the number of students accessing these opportunities would help leaders see and close gaps across campuses (Mazzotti et al., 2021).

    **Dignity, Inclusion, and Self Determination**

    Students with disabilities are included in clubs, field trips and school events with peers, supporting the idea of belonging. The routines of choice-making and goal-tracking that I observed in classrooms occurred in some courses but not others. Self-determination increases with student practice in setting goals, making choices, solving problems, and reflecting on outcomes during the regular course of instruction, and recent work demonstrates meaningful gains throughout a school year when schools both teach these skills directly and provide students with multiple opportunities for practicing these skills (Shogren et al., 2024). Making these routines part of advisory classes and core classes would help growth to be more consistent across grade levels (Shogren et al., 2024).

    **Access to and Use of IEPs by General Education Teachers**

    General educators are able to access IEPs in the student information system and many are given a brief summary. Several asked for examples of how to put accommodations into action exactly in their lessons and their assessments. This gap is noted in the inclusion literature: Teachers often know what is needed, but need concrete models and short coaching cycles to implement supports with fidelity within their content area (Al Jaffal, 2022). Short, scheduled plans for co-teaching, and samples of accommodations "look-fors" would fill that need and make IEPs living documents and not static files (Al Jaffal, 2022).

    **Authenticity of Goals and Progress Monitoring**

    Progress reports are sent out on schedule and most goals are measurable. The weak spot is the chain that should go from present levels to goals to services. When that chain is broken, services are provided to students that do not address the priority need and instruction loses power. This problem is common and recommends auditing for alignment, not only for timelines, to increase the chance of real educational benefit (Kurth et al., 2022). Having a simple checklist that ensures alignment before meetings close would ensure quality checks are quick and consistent (Kurth et al., 2022).

    **Priority Areas of Improvement**

    First, establish a quarterly IP quality check that ensures the connection between present levels and goals and services, as alignment is connected to meaningful benefit and not simply compliance (Kurth et al., 2022). Second, safeguard typical planning time and employ an easy co-planning template to co-teachers to choose in advance just how to provide accommodations within upcoming units, which research tells us is pragmatic for inclusive success (Al Jaffal, 2022). Third, follow up on IEP short notice with families in a way that demonstrates assistive technology and includes quick guides, so that there is a good match between family and school strategies because implementation improves if families see and practice the steps (Erwin-Davidson et al., 2024). Fourth, monitor transition predictors including career awareness activities, paid work experiences in high school, sustained family involvement, and self-advocacy instruction with the same rigor given to timelines because of the links between the predictors and stronger postschool outcomes (Mazzotti et al., 2021). Fifth, engage in goal setting, choice making, and reflection as an embedded part of advisory and core classes so every student practices self-determination multiple times throughout the year, which is how growth becomes reliable (Shogren et al, 2024).

    **Conclusion**

    The school does meet most of the procedural requirements and demonstrates a commitment to inclusion. The opportunity is there to tighten the day-to-day practice to have plans drive instruction and have families full partners. The literature identifies a concrete path: audit IEP alignment, schedule real co-planning, follow up with families through demonstrations and brief coaching, track transition predictors that matter for adult life, and teach self-determination on purpose within general classes (Mazzotti et al., 2021). These actions link legal obligations to the practices most linked to meaningful movement.

    **References**

    Al Jaffal, M. (2022). Barriers general education teachers face regarding the inclusion of students with autism.
    _Frontiers in Psychology, 13_, 873248.
    [https://doi.org/10.3389/fpsyg.2022.873248](https://doi.org/10.3389/fpsyg.2022.873248)

    Erwin-Davidson, L., McKee, A., & O’Crowley, E. (2024). Improving family engagement during implementation of IEP-aided AAC services: An interdisciplinary U.S.-based perspective.
    _Frontiers in Education, 9_, 1487304.
    [https://doi.org/10.3389/feduc.2024.1487304](https://doi.org/10.3389/feduc.2024.1487304)

    Kurth, J. A., Turner, E. L., Gerasimova, D., Hicks, T. A., Zagona, A., Lansey, K., Mansouri, M. C., Lyon, K. J., Jameson, M., Loyless, R., & Pace, J. R. (2022). An investigation of IEP quality associated with special education placement for students with complex support needs.
    _Research and Practice for Persons with Severe Disabilities, 47_(4), 244–260.
    [https://doi.org/10.1177/15407969221134923](https://doi.org/10.1177/15407969221134923)

    Mazzotti, V. L., Rowe, D. A., Kwiatek, S., Voggt, A., Chang, W.-H., Fowler, C. H., Poppen, M., Sinclair, J., & Test, D. W. (2021). Secondary transition predictors of postschool success: An update to the research base.
    _Career Development and Transition for Exceptional Individuals, 44_(1), 47–64.
    [https://doi.org/10.1177/2165143420959793](https://doi.org/10.1177/2165143420959793)

    Shogren, K. A., Long, H., Hicks, T. A., & Ferreira, H. R. (2024). Self-determination for students with disabilities during challenging times.
    _Children and Youth Services Review, 158_, 107339.
    [https://doi.org/10.1016/j.childyouth.2024.107339](https://doi.org/10.1016/j.childyouth.2024.107339)

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    Topic: Plant Growth and Environmental Factors 1. How does the amount of sunlight affect the growth rate of plants? 2. How does the type of soil influence plant height and leaf size? 3. What effect does the amount of water have on seed germination? 4. How do different temperatures impact the heal…

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    Topic: Plant Growth and Environmental Factors
    1. How does the amount of sunlight affect the growth rate of plants?
    2. How does the type of soil influence plant height and leaf size?
    3. What effect does the amount of water have on seed germination?
    4. How do different temperatures impact the health and color of plant leaves?
    5. How does fertilizer type affect the overall growth and strength of plants?

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    **Week 5 Discussion: Exploring Your Data** This week you will create a small hypothetical dataset based on the outcome measure you selected in Week 4. You are not collecting real client data. You will create 10 hypothetical participant rows in Jamovi or SPSS for learning purposes. In your discussion…

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    **Week 5 Discussion: Exploring Your Data**
    This week you will create a small hypothetical dataset based on the outcome measure you selected in Week 4.
    You are not collecting real client data. You will create 10 hypothetical participant rows in Jamovi or SPSS for learning purposes.
    In your discussion post, include the following:
    1. **Brief Description of Your Dataset**
    – Your selected measure
    – The variables you created (example: item-level variables, subscale scores, or total score)
    – Any scoring rules (reverse-scoring, subscale formulas, mean averaging, etc.)
    2. **Screenshot of Your Dataset**
    Provide one screenshot showing:
    – Variable names in the columns
    – Ten hypothetical participant rows
    (If your screen can’t show all variables at once, two screenshots are fine.)
    3. **Descriptive Statistics**
    Run basic frequencies or descriptives in Jamovi or SPSS. Upload a PDF containing:
    – Means, standard deviations, or frequency tables for each variable
    4. **Brief Interpretation**
    In a short paragraph, explain:
    – What your descriptive statistics say about your hypothetical sample
    – Any unusual values or missing data
    _No responses are required this week due to the nature of the assignment!_
    **Note:** The official due date is **Wednesday at 11:59 PM ET**. However, because this is a holiday week, you may submit your Week 5 discussion anytime through Sunday without penalty.
    \
    WEEKFOURASSIGNMENTPROGRAMEVALUATION.docx](https://www.sweetstudy.com/files/weekfourassignmentprogramevaluation-docx "WEEKFOURASSIGNMENTPROGRAMEVALUATION.docx")
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    – ## HealthCarePolicy.docx **## HealthCarePolicy.docx** Health Care Policy-DBX-DL01 Deborah Crevecoeur Advanced Practice Policy Analysis Paper **Advanced Practice Policy Analysis Paper (Individual) (30% of Total Grade) Due Week 5** **Assignment Objectives:** 1. Explore and analyze health indicators…

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    – ## HealthCarePolicy.docx

    **## HealthCarePolicy.docx**

    Health Care Policy-DBX-DL01 Deborah Crevecoeur

    Advanced Practice Policy Analysis Paper

    **Advanced Practice Policy Analysis Paper (Individual) (30% of Total Grade) Due Week 5**

    **Assignment Objectives:**

    1. Explore and analyze health indicators in the community.

    2. Identify a problematic area of interest to advanced nursing practice.

    3. Evaluate and analyze three health policy options/alternatives for improvement supported by evidence (using a selected policy analysis tool)

    4. Prioritize and recommend one health policy to address the healthcare issue.

    **Purpose:**

    To investigate & integrate knowledge of advanced nursing practice, scholarly inquiry, & leadership by examining a policy at the level of clinical practice, health care systems, or public/social health policy. The student must obtain prior approval of the policy problem/issue by the course instructor before the paper can be started. Failure to obtain this approval will result in the student receiving a zero for the assignment and considering this is worth 30% of the course grade, likely a failure in the course. It is recommended that students seek approval from the course instructor no later than the end of Week 3. Each student must email the instructor a brief synopsis of the chosen healthcare issue, how it relates to nursing and which policy analysis tool will be used for prior approval. Recommended resources to write this paper can be found in the Assignment Folder Summer 2023 in Blackboard with this assignment description and at the following websites provided here. The CDC Policy Analysis is the recommended tool and template for this assignment which provides a well-structured format to follow.

    **Assignment Instructions:**

    Students are to submit a paper between 6-8 pages excluding title page and reference pages. Paper must be organized according to the guidelines provided below (remember to follow the grading rubric) and need to include all the identified sections and information as it is outlined in the grading rubric and assignment instructions. Paper must be completed in APA format and contain current scholarly sources dated from 2019 until current. Resources to assist students in conducting a policy analysis are provided throughout Blackboard and in course readings.

    **Introduction**

    This part of the assignment should introduce the topics the student will be discussing in the paper and provide a bit of context about the approach. This is specific to the student content to be presented and not general to the assignment itself.

    **Step 1:** Identify the Policy Problem/Issue & Provide Context

    The first thing the student needs identify is a healthcare issue that, in your opinion, is a problem that calls for a policy solution, so the first step is to determine the policy issue of interest.

    **Step 2:** Provide the Landscape

    Identify the key stakeholders/ and or key factors of previous efforts to address the policy issue These are the individuals and groups likely to affect or be affected by new policies taken in response to the policy issue under discussion. Identify key factors such as political, social, economic, practical, legal or quality-of-care factors.

    **Conclusion**

    The conclusion summarizes the findings and recommendations of the entire analysis. This focuses on the student’s paper outlining key points that have been learned and assessed throughout the paper in a comprehensive and succinct manner.

    **Please be sure to review and ensure you address all components of the rubric for this assignment before submitting your work.**

    **Introduction & Background**

    20% of total result

    **Proficient**

    Introduction & Backgroun. Clearly presents a main idea and supports it throughout the paper.

    **Stakeholders & Analysis**

    15% of total result

    **Proficient**

    Well-planned and well-thought out. Analysis is clearly stated and supported. Includes title, introduction, statement of main idea, transitions and conclusion.

    **Problem Solving, Implications & Recommendations**

    15% of total result

    **Proficient**

    Exceptionally well-presented and argued; ideas are detailed, well-developed, supported with specific evidence & facts, as well as examples and specific details.

    **Strategies, Barriers, and Evaluation**

    20% of total result

    **Proficient**

    Exceptionally well-presented and argued; ideas are detailed, well-developed, supported with specific evidence & facts, as well as examples and specific details.

    **Discussion and Conclusion**

    20% of total result

    **Proficient**

    Exceptionally well-presented and argued; ideas are detailed, well-developed, supported with specific evidence & facts, as well as examples and specific details.

    **APA/Grammar**

    10% of total result

    **Proficient**

    Sources are exceptionally well-integrated and they support claims argued in the paper very effectively. Quotations and Works Cited conform to APA style sheet. Excellent grammar, spelling, syntax and punctuation. Uses APA guidelines accurately and consistently to cite sources and formatting

    I chose this health problem

    One significant public health issue that warrants enhanced attention in health policy is adolescent mental health and the rising incidence of anxiety, depression, and self-harm behaviors. The adolescent population is increasingly vulnerable to emotional disorders, yet policy efforts often focus more broadly on adult populations or specific diagnoses rather than upstream preventive strategies. Leveraging social media as a health-promotion tool offers promising avenues for raising awareness, shaping norms, and engaging youth in meaningful prevention efforts.

    Social media platforms provide a powerful venue to disseminate evidence-based preventive messages, foster peer support networks, and create interactive campaigns tailored to young people’s media habits. Research shows that social media interventions can enhance reach and engagement in health‐promotion efforts (Ghahramani, de Courten, & Prokofieva, 2022), and that well‐designed campaigns grounded in behaviour-change theory may lead to improved outcomes (Kite et al., 2023). For instance, a social media campaign for adolescent mental health could use short video clips, peer-led testimonials, hashtags to reduce stigma, and interactive polls to assess mood and link users to resources or helplines. By aligning messages with the stages of behaviour change and including calls to action (such as “Talk to someone now” or “Try a five-minute mindfulness break”), such a campaign can move beyond mere awareness to foster actual behavioral intent and help-seeking.

    In policy terms, integrating metrics from social media campaigns (reach, engagement, conversion to help-seeking) can inform resource allocation and intervention scaling. However, it must be acknowledged that while social media shows strong potential for health promotion, there remain gaps in demonstrating sustained behaviour change and long-term outcomes (Ghahramani et al., 2022; Faus et al., 2022). Therefore, health policy should support not only the deployment of social media-based mental health campaigns for adolescents, but also rigorous evaluation frameworks, partnerships with trusted youth-facing organizations, and safeguards against misinformation. By doing so, we can harness social media’s ubiquity to amplify preventive mental health messages and strengthen upstream public health efforts for adolescents.

    References

    Faus, M., Alonso, F., Javadinejad, A., & Useche, S. A. (2022). Are social networks effective in promoting healthy behaviors? A systematic review of evaluations of public health campaigns broadcast on Twitter. Frontiers in public health, 10, 1045645. https://doi.org/10.3389/fpubh.2022.1045645

    Ghahramani, A., de Courten, M., & Prokofieva, M. (2022). "The potential of social media in health promotion beyond creating awareness: an integrative review". BMC public health, 22(1), 2402. https://doi.org/10.1186/s12889-022-14885-0

    Kite, J., Chan, L., MacKay, K., Corbett, L., Reyes-Marcelino, G., Nguyen, B., Bellew, W., & Freeman, B. (2023). A Model of Social Media Effects in Public Health Communication Campaigns: Systematic Review. Journal of medical Internet research, 25, e46345. https://doi.org/10.2196/46345

    **## HealthCarePolicy.docx**

    Health Care Policy-DBX-DL01 Deborah Crevecoeur

    Advanced Practice Policy Analysis Paper

    **Advanced Practice Policy Analysis Paper (Individual) (30% of Total Grade) Due Week 5**

    **Assignment Objectives:**

    1. Explore and analyze health indicators in the community.

    2. Identify a problematic area of interest to advanced nursing practice.

    3. Evaluate and analyze three health policy options/alternatives for improvement supported by evidence (using a selected policy analysis tool)

    4. Prioritize and recommend one health policy to address the healthcare issue.

    **Purpose:**

    To investigate & integrate knowledge of advanced nursing practice, scholarly inquiry, & leadership by examining a policy at the level of clinical practice, health care systems, or public/social health policy. The student must obtain prior approval of the policy problem/issue by the course instructor before the paper can be started. Failure to obtain this approval will result in the student receiving a zero for the assignment and considering this is worth 30% of the course grade, likely a failure in the course. It is recommended that students seek approval from the course instructor no later than the end of Week 3. Each student must email the instructor a brief synopsis of the chosen healthcare issue, how it relates to nursing and which policy analysis tool will be used for prior approval. Recommended resources to write this paper can be found in the Assignment Folder Summer 2023 in Blackboard with this assignment description and at the following websites provided here. The CDC Policy Analysis is the recommended tool and template for this assignment which provides a well-structured format to follow.

    **Assignment Instructions:**

    Students are to submit a paper between 6-8 pages excluding title page and reference pages. Paper must be organized according to the guidelines provided below (remember to follow the grading rubric) and need to include all the identified sections and information as it is outlined in the grading rubric and assignment instructions. Paper must be completed in APA format and contain current scholarly sources dated from 2019 until current. Resources to assist students in conducting a policy analysis are provided throughout Blackboard and in course readings.

    **Introduction**

    This part of the assignment should introduce the topics the student will be discussing in the paper and provide a bit of context about the approach. This is specific to the student content to be presented and not general to the assignment itself.

    **Step 1:** Identify the Policy Problem/Issue & Provide Context

    The first thing the student needs identify is a healthcare issue that, in your opinion, is a problem that calls for a policy solution, so the first step is to determine the policy issue of interest.

    **Step 2:** Provide the Landscape

    Identify the key stakeholders/ and or key factors of previous efforts to address the policy issue These are the individuals and groups likely to affect or be affected by new policies taken in response to the policy issue under discussion. Identify key factors such as political, social, economic, practical, legal or quality-of-care factors.

    **Conclusion**

    The conclusion summarizes the findings and recommendations of the entire analysis. This focuses on the student’s paper outlining key points that have been learned and assessed throughout the paper in a comprehensive and succinct manner.

    **Please be sure to review and ensure you address all components of the rubric for this assignment before submitting your work.**

    **Introduction & Background**

    20% of total result

    **Proficient**

    Introduction & Backgroun. Clearly presents a main idea and supports it throughout the paper.

    **Stakeholders & Analysis**

    15% of total result

    **Proficient**

    Well-planned and well-thought out. Analysis is clearly stated and supported. Includes title, introduction, statement of main idea, transitions and conclusion.

    **Problem Solving, Implications & Recommendations**

    15% of total result

    **Proficient**

    Exceptionally well-presented and argued; ideas are detailed, well-developed, supported with specific evidence & facts, as well as examples and specific details.

    **Strategies, Barriers, and Evaluation**

    20% of total result

    **Proficient**

    Exceptionally well-presented and argued; ideas are detailed, well-developed, supported with specific evidence & facts, as well as examples and specific details.

    **Discussion and Conclusion**

    20% of total result

    **Proficient**

    Exceptionally well-presented and argued; ideas are detailed, well-developed, supported with specific evidence & facts, as well as examples and specific details.

    **APA/Grammar**

    10% of total result

    **Proficient**

    Sources are exceptionally well-integrated and they support claims argued in the paper very effectively. Quotations and Works Cited conform to APA style sheet. Excellent grammar, spelling, syntax and punctuation. Uses APA guidelines accurately and consistently to cite sources and formatting

    I chose this health problem

    One significant public health issue that warrants enhanced attention in health policy is adolescent mental health and the rising incidence of anxiety, depression, and self-harm behaviors. The adolescent population is increasingly vulnerable to emotional disorders, yet policy efforts often focus more broadly on adult populations or specific diagnoses rather than upstream preventive strategies. Leveraging social media as a health-promotion tool offers promising avenues for raising awareness, shaping norms, and engaging youth in meaningful prevention efforts.

    Social media platforms provide a powerful venue to disseminate evidence-based preventive messages, foster peer support networks, and create interactive campaigns tailored to young people’s media habits. Research shows that social media interventions can enhance reach and engagement in health‐promotion efforts (Ghahramani, de Courten, & Prokofieva, 2022), and that well‐designed campaigns grounded in behaviour-change theory may lead to improved outcomes (Kite et al., 2023). For instance, a social media campaign for adolescent mental health could use short video clips, peer-led testimonials, hashtags to reduce stigma, and interactive polls to assess mood and link users to resources or helplines. By aligning messages with the stages of behaviour change and including calls to action (such as “Talk to someone now” or “Try a five-minute mindfulness break”), such a campaign can move beyond mere awareness to foster actual behavioral intent and help-seeking.

    In policy terms, integrating metrics from social media campaigns (reach, engagement, conversion to help-seeking) can inform resource allocation and intervention scaling. However, it must be acknowledged that while social media shows strong potential for health promotion, there remain gaps in demonstrating sustained behaviour change and long-term outcomes (Ghahramani et al., 2022; Faus et al., 2022). Therefore, health policy should support not only the deployment of social media-based mental health campaigns for adolescents, but also rigorous evaluation frameworks, partnerships with trusted youth-facing organizations, and safeguards against misinformation. By doing so, we can harness social media’s ubiquity to amplify preventive mental health messages and strengthen upstream public health efforts for adolescents.

    References

    Faus, M., Alonso, F., Javadinejad, A., & Useche, S. A. (2022). Are social networks effective in promoting healthy behaviors? A systematic review of evaluations of public health campaigns broadcast on Twitter. Frontiers in public health, 10, 1045645. https://doi.org/10.3389/fpubh.2022.1045645

    Ghahramani, A., de Courten, M., & Prokofieva, M. (2022). "The potential of social media in health promotion beyond creating awareness: an integrative review". BMC public health, 22(1), 2402. https://doi.org/10.1186/s12889-022-14885-0

    Kite, J., Chan, L., MacKay, K., Corbett, L., Reyes-Marcelino, G., Nguyen, B., Bellew, W., & Freeman, B. (2023). A Model of Social Media Effects in Public Health Communication Campaigns: Systematic Review. Journal of medical Internet research, 25, e46345. https://doi.org/10.2196/46345

  • [Solved] Case Study 2

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    – ## CaseStudyHistoricalFinancialAnalysisAssignmentInstructions.docx **## CaseStudyHistoricalFinancialAnalysisAssignmentInstructions.docx** BUSI 690 **Case Study: Historical Financial Analysis Assignment Instructions** **Overview** Complete a case study of ABC Corporation. You will find the case in …

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    – ## CaseStudyHistoricalFinancialAnalysisAssignmentInstructions.docx

    **## CaseStudyHistoricalFinancialAnalysisAssignmentInstructions.docx**

    BUSI 690

    **Case Study: Historical Financial Analysis Assignment Instructions**

    **Overview**

    Complete a case study of ABC Corporation. You will find the case in the case section of the text.

    A formal, in-depth case study analysis requires you to utilize the entire strategic management process. Assume you are a consult asked by the ABC Corporation to analyze its external/internal environment and make strategic recommendations. You must include exhibits to support your analysis and recommendations.

    **Instructions**

    The completed case study must include these components, with portions to be submitted over several modules as the
    **Case Study: Matrices Assignment**, the
    **Case Study: Historical Financial Analysis Assignment**, and the
    **Case Study: Projections, NPV, Compilation Assignment**.

    · Cover page (must include the company name, your name, the date of submission, and a references page; the document must follow current APA guidelines)

    · A total of 12 – 15 pages (for all three parts, combined) of narrative text, this does not include the financial statements, reference pages, or matrices

    · Reference page (follow current APA guidelines)

    · Historical Financial Statements, Proforma Financial Statements, NPV Calculations and a Cost Sheet for the strategy in an Excel document

    · Matrices, which must be exhibits/attachments in the appendix and not part of the body of the analysis (The Strategy Club has excellent templates/examples for exhibits and matrices).

    Your
    **Case Study: Historical Financial Analysis Assignment** paper must include:

    1. Historical Financial Statements (Income Statement, Balance Sheet and Statement of Cash Flows) from the 3 most current years for the firm. These should be downloaded from the SEC website. The financial statements must include horizontal (shown between the years) and vertical analysis (shown to the right of the last year of historical data).

    2. Ratio analysis for the ratios shown on Table 1 in the Guide to Case Analysis (CA) of the textbook:

    a. Profitability ratios

    b. Liquidity ratios

    c. Leverage ratios

    d. Activity ratios

    e. Price-to-earnings ratio

    f. The changes between years are included in the calculations.

    3. Competitor ratios to compare with the ratios that were calculated in item 2. These should be included on the same tab as the ratio analysis for the firm.

    4. Financial analysis should include comparisons to the firm’s main competitor as well as to the industry. How does the financial position of the firm influence the strategic direction of the company? This section should not be used to define what each ratio is rather it should clearly provide analysis based on the calculations as to the strategic choices and implications of the firm’s financial position. A compare and contrast with the main competitor should be included in this section of narrative.

    Place the results of Case Study: Historical Financial Analysis, in the Case Study: Historical Financial Analysis submission link in Module 6: Week 6.

    **Options to Download SEC Financial Data into Excel Spreadsheets:**

    There are two ways to pull financial data in Excel format from the SEC site, depending on how recent the information is.

    **OPTION 1: For filings that are a year or two old**

    · Go to
    www.sec.gov.

    · In the Filings & Forms box, click on
    **Search for Company Filings**.

    · Then click on
    **Company or fund name, ticker symbol, CIK (Central Index Key), file number, state, country, or SIC (Standard Industrial Classification)**.

    · Enter either a company name or ticker symbol into the appropriate box. (Note: it may be easier to use a ticker symbol because this guarantees you have the right company.) Choose
    **Find Companies**.

    ![](https://www.sweetstudy.com/questions/case-study-2-20951769)

    · On the next screen, select the appropriate filing or filter by filing type (10-K).

    · Newer filings have two button options:
    **Documents** and
    **Interactive Data**. Select
    **Interactive Data** if that is an option.

    ![](https://www.sweetstudy.com/questions/case-study-2-20951769)

    · Once in Interactive Data, select financial statements. A drop-down box will appear in the left-hand column. Select the statement that you want. Then, click
    **View Excel Document** above the left-hand column.

    ·

    ![](https://www.sweetstudy.com/questions/case-study-2-20951769)

    **OPTION 2: For older filings**

    · Follow the steps in Option 1 to get to the company filing screen. Since
    **Interactive Data** will not be available, click on
    **Documents**.

    · There will be several options. Find the link containing the full filing. This is usually the first link but not always. For a 10-K filing look for a link titled
    **10-K**.

    ![](https://www.sweetstudy.com/questions/case-study-2-20951769)

    · Open Excel. Click on the
    **Data** tab in the ribbon and select
    **From Web**, the second icon from the left.

    · A web browser will open up. Copy the link from the company 10-K and insert it into the
    **New Web Query** browser that opened up. Click
    **Go** to be taken to the filing. (Note: The browser sometimes runs slow.)

    · Find the financial tables you wish to import. Above the tables you should see a yellow box with a black arrow pointing to the right. Click on each box corresponding with each financial table that you wish to import. The box will turn green with a check mark.

    · Once all desired tables are selected, click the
    **Import** button at the bottom right of the web browser.

    · You will be taken back into the Excel spreadsheet with an
    **Import Data** box open. To import the data, select either a cell in the existing worksheet or
    **New Worksheet** and click
    **OK.**

    · Data will be uploaded into Excel.
    _Note that this process does a poor job of formatting the tables._ Brackets indicating negativity and currency symbols are often placed in adjacent cells, necessitating manual entry. For year-over-year analysis across multiple filings be careful to ensure that financial sheet items line up with one another.

    ![](https://www.sweetstudy.com/questions/case-study-2-20951769)

    ![](https://www.sweetstudy.com/questions/case-study-2-20951769)

    ![](https://www.sweetstudy.com/questions/case-study-2-20951769)

    ![](https://www.sweetstudy.com/questions/case-study-2-20951769)

    Page 6 of 6

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    **## CaseStudyHistoricalFinancialAnalysisAssignmentInstructions.docx**

    BUSI 690

    **Case Study: Historical Financial Analysis Assignment Instructions**

    **Overview**

    Complete a case study of ABC Corporation. You will find the case in the case section of the text.

    A formal, in-depth case study analysis requires you to utilize the entire strategic management process. Assume you are a consult asked by the ABC Corporation to analyze its external/internal environment and make strategic recommendations. You must include exhibits to support your analysis and recommendations.

    **Instructions**

    The completed case study must include these components, with portions to be submitted over several modules as the
    **Case Study: Matrices Assignment**, the
    **Case Study: Historical Financial Analysis Assignment**, and the
    **Case Study: Projections, NPV, Compilation Assignment**.

    · Cover page (must include the company name, your name, the date of submission, and a references page; the document must follow current APA guidelines)

    · A total of 12 – 15 pages (for all three parts, combined) of narrative text, this does not include the financial statements, reference pages, or matrices

    · Reference page (follow current APA guidelines)

    · Historical Financial Statements, Proforma Financial Statements, NPV Calculations and a Cost Sheet for the strategy in an Excel document

    · Matrices, which must be exhibits/attachments in the appendix and not part of the body of the analysis (The Strategy Club has excellent templates/examples for exhibits and matrices).

    Your
    **Case Study: Historical Financial Analysis Assignment** paper must include:

    1. Historical Financial Statements (Income Statement, Balance Sheet and Statement of Cash Flows) from the 3 most current years for the firm. These should be downloaded from the SEC website. The financial statements must include horizontal (shown between the years) and vertical analysis (shown to the right of the last year of historical data).

    2. Ratio analysis for the ratios shown on Table 1 in the Guide to Case Analysis (CA) of the textbook:

    a. Profitability ratios

    b. Liquidity ratios

    c. Leverage ratios

    d. Activity ratios

    e. Price-to-earnings ratio

    f. The changes between years are included in the calculations.

    3. Competitor ratios to compare with the ratios that were calculated in item 2. These should be included on the same tab as the ratio analysis for the firm.

    4. Financial analysis should include comparisons to the firm’s main competitor as well as to the industry. How does the financial position of the firm influence the strategic direction of the company? This section should not be used to define what each ratio is rather it should clearly provide analysis based on the calculations as to the strategic choices and implications of the firm’s financial position. A compare and contrast with the main competitor should be included in this section of narrative.

    Place the results of Case Study: Historical Financial Analysis, in the Case Study: Historical Financial Analysis submission link in Module 6: Week 6.

    **Options to Download SEC Financial Data into Excel Spreadsheets:**

    There are two ways to pull financial data in Excel format from the SEC site, depending on how recent the information is.

    **OPTION 1: For filings that are a year or two old**

    · Go to
    www.sec.gov.

    · In the Filings & Forms box, click on
    **Search for Company Filings**.

    · Then click on
    **Company or fund name, ticker symbol, CIK (Central Index Key), file number, state, country, or SIC (Standard Industrial Classification)**.

    · Enter either a company name or ticker symbol into the appropriate box. (Note: it may be easier to use a ticker symbol because this guarantees you have the right company.) Choose
    **Find Companies**.

    ![](https://www.sweetstudy.com/questions/case-study-2-20951769)

    · On the next screen, select the appropriate filing or filter by filing type (10-K).

    · Newer filings have two button options:
    **Documents** and
    **Interactive Data**. Select
    **Interactive Data** if that is an option.

    ![](https://www.sweetstudy.com/questions/case-study-2-20951769)

    · Once in Interactive Data, select financial statements. A drop-down box will appear in the left-hand column. Select the statement that you want. Then, click
    **View Excel Document** above the left-hand column.

    ·

    ![](https://www.sweetstudy.com/questions/case-study-2-20951769)

    **OPTION 2: For older filings**

    · Follow the steps in Option 1 to get to the company filing screen. Since
    **Interactive Data** will not be available, click on
    **Documents**.

    · There will be several options. Find the link containing the full filing. This is usually the first link but not always. For a 10-K filing look for a link titled
    **10-K**.

    ![](https://www.sweetstudy.com/questions/case-study-2-20951769)

    · Open Excel. Click on the
    **Data** tab in the ribbon and select
    **From Web**, the second icon from the left.

    · A web browser will open up. Copy the link from the company 10-K and insert it into the
    **New Web Query** browser that opened up. Click
    **Go** to be taken to the filing. (Note: The browser sometimes runs slow.)

    · Find the financial tables you wish to import. Above the tables you should see a yellow box with a black arrow pointing to the right. Click on each box corresponding with each financial table that you wish to import. The box will turn green with a check mark.

    · Once all desired tables are selected, click the
    **Import** button at the bottom right of the web browser.

    · You will be taken back into the Excel spreadsheet with an
    **Import Data** box open. To import the data, select either a cell in the existing worksheet or
    **New Worksheet** and click
    **OK.**

    · Data will be uploaded into Excel.
    _Note that this process does a poor job of formatting the tables._ Brackets indicating negativity and currency symbols are often placed in adjacent cells, necessitating manual entry. For year-over-year analysis across multiple filings be careful to ensure that financial sheet items line up with one another.

    ![](https://www.sweetstudy.com/questions/case-study-2-20951769)

    ![](https://www.sweetstudy.com/questions/case-study-2-20951769)

    ![](https://www.sweetstudy.com/questions/case-study-2-20951769)

    ![](https://www.sweetstudy.com/questions/case-study-2-20951769)

    Page 6 of 6

    **image3.png**

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    **image5.png**

    **image6.png**

    **image7.png**

    **image8.png**

    **image1.png**

    **image2.png**

  • [Solved] Economy

    ✓ Verified Academic Solution Available

    Executive Solution Overview

    – ## BudgetingProject.docx **## BudgetingProject.docx** Follow the steps below. 1. You need to prepare a 12-month Cash Budget for yourself. Use the excel template attached. [Personal budget Spring 2023 (1) (1).xlsx](https://1drv.ms/x/c/b9ec1c56ea38ff6f/EaXwif640nVGubNfSj4pVgAB74KW93rvfYqYWzvC8AgwdA?…

    Instant Solution Download

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    Assignment Prompt & Instructions

    – ## BudgetingProject.docx

    **## BudgetingProject.docx**

    Follow the steps below.

    1.   You need to prepare a 12-month Cash Budget for yourself. Use the excel template attached.
    [Personal budget Spring 2023 (1) (1).xlsx](https://1drv.ms/x/c/b9ec1c56ea38ff6f/EaXwif640nVGubNfSj4pVgAB74KW93rvfYqYWzvC8AgwdA?e=4KpiI6)

    2.    To do this, you need to find the starting salary for your academic major upon graduation. Use the average starting salary for a job that requires an undergraduate degree in your major in Maryland. You can obtain both the average starting salary and the job title with zero to two years’ experience from the US Department of Labor Occupational Outlook
    [Medical and Health Services Managers : Occupational Outlook Handbook: : U.S. Bureau of Labor Statistics](https://www.bls.gov/ooh/management/medical-and-health-services-managers.htm) or any other source with proper citation. Use the occupation Medical and Health Service Manager

    3.   Consider your take-home pay to be about 77% of your starting salary. Divide the take-home pay by 12 to arrive at your monthly take-home pay (the formula has been done for you in Excel).

    4.
    **Budget Analysis**:
    **This is the second part of the Personal Budget Project.** Use a Microsoft Word document for this section. In this section, you will analyze and explain your personal cash budget using the subtitles underlined below:

    1. Explain the importance of budgeting and how proper financial planning and budgeting can help you grow wealth.

    2. What does it mean when you hear the phrase “don’t live above your means”?

    3. Analysis of Expenses:

    4.  Transportation: add the expenses for car loan payments, insurance, fuel, parking, etc. for the year. What percentage of your take-home pay goes to transportation?

    5.  Home: Explain the expenses related to the home, such as mortgage payments/rent, homeowners/rental insurance, property tax if any, house maintenance, parking, HOA fees, etc. What percentage of your income goes towards home-related expenses?

    5.   If you have a deficit, explain how the gap will be covered. If you have a surplus, what do you plan to do with it?

    6.   Explain what surprised you about your budget. What have you learned?

    7.   Explain how life events such as marriage, a new child, divorce, sickness, loss of job, etc., can affect your finances.

    **## BudgetingProject.docx**

    Follow the steps below.

    1.   You need to prepare a 12-month Cash Budget for yourself. Use the excel template attached.
    [Personal budget Spring 2023 (1) (1).xlsx](https://1drv.ms/x/c/b9ec1c56ea38ff6f/EaXwif640nVGubNfSj4pVgAB74KW93rvfYqYWzvC8AgwdA?e=4KpiI6)

    2.    To do this, you need to find the starting salary for your academic major upon graduation. Use the average starting salary for a job that requires an undergraduate degree in your major in Maryland. You can obtain both the average starting salary and the job title with zero to two years’ experience from the US Department of Labor Occupational Outlook
    [Medical and Health Services Managers : Occupational Outlook Handbook: : U.S. Bureau of Labor Statistics](https://www.bls.gov/ooh/management/medical-and-health-services-managers.htm) or any other source with proper citation. Use the occupation Medical and Health Service Manager

    3.   Consider your take-home pay to be about 77% of your starting salary. Divide the take-home pay by 12 to arrive at your monthly take-home pay (the formula has been done for you in Excel).

    4.
    **Budget Analysis**:
    **This is the second part of the Personal Budget Project.** Use a Microsoft Word document for this section. In this section, you will analyze and explain your personal cash budget using the subtitles underlined below:

    1. Explain the importance of budgeting and how proper financial planning and budgeting can help you grow wealth.

    2. What does it mean when you hear the phrase “don’t live above your means”?

    3. Analysis of Expenses:

    4.  Transportation: add the expenses for car loan payments, insurance, fuel, parking, etc. for the year. What percentage of your take-home pay goes to transportation?

    5.  Home: Explain the expenses related to the home, such as mortgage payments/rent, homeowners/rental insurance, property tax if any, house maintenance, parking, HOA fees, etc. What percentage of your income goes towards home-related expenses?

    5.   If you have a deficit, explain how the gap will be covered. If you have a surplus, what do you plan to do with it?

    6.   Explain what surprised you about your budget. What have you learned?

    7.   Explain how life events such as marriage, a new child, divorce, sickness, loss of job, etc., can affect your finances.

  • [Solved] Education thomas assignment

    ✓ Verified Academic Solution Available

    Executive Solution Overview

    **Assessments provide teacher and district leaders with valuable information regarding student achievements, especially areas which have improved or need improvement and the existence of achievement gaps among learners.** **Step 2. Create** Create a one-page chart detailing at least five assessments…

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    Assignment Prompt & Instructions

    **Assessments provide teacher and district leaders with  valuable information regarding student achievements, especially areas  which have improved or need improvement and the existence of achievement  gaps among learners.**
    **Step 2. Create**
    Create a one-page chart  detailing at least five assessments for literacy. Include the following  categories: assessment name, brief description, grade level, and uses.
    **Step 3. Review**
    Review your school’s or district’s (ECPPS in elizabeth city NC) current literacy assessment plan. Compare it to the assessments in Step 2.
    **Step 4. Evaluate**
    Evaluate the usefulness of  each test in the existing assessment plan. How would you improve the plan? Write a review of your school or district’s assessment plan.
    **Step 5. Compile and Submit**
    For this  assignment, submit an APA-formatted reflection summary including your chart and review of an existing plan. Include an introduction and  conclusion. Be sure to include a title page, in-text citations, and a  references page.
    \
    ShanteThomasStrengtheningLiteracyWithTechnology.docx](https://www.sweetstudy.com/files/shantethomasstrengtheningliteracywithtechnology-docx "ShanteThomasStrengtheningLiteracyWithTechnology.docx")

  • [Solved] edwards

    ✓ Verified Academic Solution Available

    Executive Solution Overview

    ## Discussion Thread: Vulnerabilities in America’s Critical Infrastructure Discuss the vulnerabilities to America's various areas of critical infrastructure and key resources. Also, discuss what might be done and make recommendations for how to better secure and protect these areas. \ DiscussionAss…

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    Assignment Prompt & Instructions

    ## Discussion Thread: Vulnerabilities in America’s Critical Infrastructure
    Discuss  the vulnerabilities to America's various areas of critical infrastructure and key resources. Also, discuss what might be done and make recommendations for how to better secure and protect these areas.
    \
    DiscussionAssignmentInstructions38.docx](https://www.sweetstudy.com/files/discussionassignmentinstructions38-docx "DiscussionAssignmentInstructions38.docx")

  • [Solved] Crime rates

    ✓ Verified Academic Solution Available

    Executive Solution Overview

    In-depth study guidance and analytical solution covering Crime rates.

    Instant Solution Download

    $6.99

    Immediate access to the full model answer, formatted citations, and rubric breakdown.

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    Have this question answered from scratch according to your specific instructions and deadline.

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    Assignment Prompt & Instructions

    Full assignment prompt and step-by-step guidance are included in the downloadable solution file.