IS 601 Assignment 4: Complete The Following Exercises ✓ Solved

IS 601 Assignment 4 Please complete the following exercises. All required data sets will be posted on the companion website unless the question indicates dataset is on beachboard.

For this assignment, you are required to complete a series of exercises using data sets provided either on the companion website or BeachBoard. Your responses must be carefully organized in a single Microsoft Excel spreadsheet, with clear use of Text Boxes for explanations or interpretations of data analysis results. Although collaboration with classmates is permitted, all submissions must be individual.

Calculations should mainly be performed using appropriate data analysis functions, with explanations provided separately within your Excel document. Your submission is due via the Dropbox feature on BeachBoard by 11:59 pm on the specified deadline, which is the Tuesday following the assignment release date.

The exercises include chapters and problem numbers such as Chapter 12 (32, 33, 40, 50), Chapter 13 (44, 51, 56, 62), and Chapter 14 (21, 26, 28, 35 minus part f). In addition to coursework, you are to prepare business correspondence including various letters and proposals outlined in the project description related to establishing a financial literacy class for refugees and immigrants, seeking partnerships, donations, and documenting the project.

All responses should be structured professionally, with clear explanations, appropriate data analysis, and well-formatted documents. Your Excel workbook should include data analysis outputs, textual explanations, and all required letters and memos prepared for the specified scenario.

Sample Paper For Above instruction

In response to the assignment requiring comprehensive financial literacy instruction for recent refugees and immigrants, I developed a practical business plan that leverages partnerships with the International Rescue Committee of Atlanta. This plan is intended to enhance financial literacy, specifically regarding American money handling, budgeting, and responsible credit use. It involves strategic planning, partnership outreach, resource procurement, and detailed documentation of the project lifecycle.

The initial step involves assessing personal availability, which entails dedicating approximately 10 hours weekly on weekdays and weekends, to facilitate flexibility for participants’ schedules. The class size is targeted at 10-15 individuals, balancing personalized instruction and manageable group dynamics. The course duration is planned for six weeks, with twice-weekly sessions lasting two hours each, ensuring comprehensive coverage of topics without overwhelming participants.

Content for the course includes modules on basic banking procedures, budgeting techniques, credit scores and scores management, fraud prevention, and understanding financial products. These modules are curated to meet the basic needs of refugees unfamiliar with American financial systems while also providing core skills for financial independence. The classes are envisioned as part of an ongoing effort, with possible expansion based on success and demand.

To support the delivery of this program, an inventory of required materials includes whiteboards, markers, projectors, sample financial documents, textbooks, notebooks, and stationary supplies. To minimize costs, partnerships will be established with local libraries and community centers for space and resource sharing. Additionally, I plan to recruit volunteers with financial expertise to assist with instruction and mentorship roles. Effective coordination with community partners will be critical to secure space, materials, and participant engagement.

In terms of resource procurement, outreach will be made through formal proposals and informational letters to potential donors—local businesses, charitable foundations, and individual donors—emphasizing the social impact and community benefits of the program. These solicitation letters will specify the needs, such as financial contributions for materials (books, DVDs, stationery), and in-kind donations like classroom infrastructure and technological tools.

Furthermore, I prepared a project outline, which details the plan, duration, costs, and resource needs. A formal proposal letter is designed to introduce the project to the IRC and request a meeting to discuss partnership opportunities. Resumes highlighting relevant experience and skills accompany the proposal to reinforce credibility and demonstrate capacity to execute the program.

Following initial engagement, a memo will be sent to schedule a face-to-face meeting at the IRC facility, where the program specifics, available facilities, and logistical arrangements will be discussed. Materials memos will confirm which items the IRC can provide and which must be sourced externally or by participants. Donation requests will be tailored to individual and institutional donors, with explicit details on targeted contributions and instructions for donations.

As donations are received, thank-you letters will be issued to acknowledge contributions, emphasizing appreciation and community impact. Once the program concludes, a comprehensive final report will be prepared, summarizing the outcomes, lessons learned, and suggestions for future iterations or replication of the program.

This systematic approach ensures that the project is well-organized, partnerships are cultivated effectively, resources are secured, and the program can deliver meaningful financial education to vulnerable populations, thereby fostering community development and economic self-sufficiency.

References

  • Brown, L. D. (2019). Fundraising and nonprofit management: strategies for success. Journal of Nonprofit & Public Sector Marketing, 31(2), 250-260.
  • Chen, H., & Wohl, P. (2017). Community partnerships in financial literacy education. Journal of Community Development, 26(3), 415-429.
  • Consumer Financial Protection Bureau. (2020). Financial literacy resources for newcomers. https://www.consumerfinance.gov/about-us/blog
  • Friedman, M., & McCormack, T. (2018). Building effective nonprofit proposals. Nonprofit Management & Leadership, 29(4), 519-534.
  • Gerardi, K. S., & Willen, P. (2021). Financial education programs for immigrant populations. Journal of Economic Perspectives, 35(2), 157-180.
  • International Rescue Committee. (2022). Welcome to the IRC Atlanta. https://www.rescue.org
  • Karlan, D., & Ratanakulov, R. (2018). Financial literacy programs and community outcomes. World Development, 106, 175-188.
  • Miller, L., & Jones, P. (2016). Engaging donors for community projects. Nonprofit Quarterly, 23(3), 42-48.
  • Today’s Refugee and Immigrant Financial Resources. (2022). Financial literacy for newcomers: Resources and programs. Institute for Financial Literacy.
  • Yin, R. K. (2018). Case study research and applications: Design and methods. Sage publications.