GCU Colangelo College of BusinessForm 10-K Tutorial

GCU Colangelo College of Business
Form 10-K Tutorial
Locate a Form 10-K Directly
Locate a company’s Form 10-K directly from its website.
Visit: https://www.coca-colacompany.com/home
Look for the “Investors” menu option at the top of the page and
click the word Investors
On the next page look for the menu option “Filings and
Reports” – hover over this menu item and you should see
“annual filings” select annual filings.
There will be a list of annual filings for a number of years.
Select the most recent report to use for assignments.
Locate a Form 10-K using SEC.gov
Use the following link: https://www.sec.gov to locate the menu
option “Filings”.
Hover over filings and select the “Company filing search”.
Type in Ticker number (see list provided in the syllabus)
A list of companies will show up in a list. Select Coca-Cola.
View the options on the right side of the screen and select the
dropdown menu for “10-K (annual report).
Select the most recent date and click on the live link.
The form 10-K should open in a new tab.

FMM 325 Milestone One Rubric
Requirements of submission: Assignment must follow these
formatting guidelines: double spacing, 12-point Times New
Roman font, one-inch margins, and
discipline-appropriate citations. Page length requirements: 2–3
pages.
Critical Elements Exemplary (100%) Proficient (85%) Needs
Improvement (55%) Not Evident (0%) Value
Target Market
Profile
Includes all of the main
elements and requirements to
demonstrate knowledge of
the market category, target
market, and size range for the
market category
Includes most of the main

elements and requirements and
demonstrates knowledge of the
market category, target market,
and size range for the market
category
Includes some of the main
elements and requirements and
demonstrates knowledge of the
market category, target market,
and size range for the market
category
Does not include any of the
main elements and
requirements
25

Validation of Target
Market Data
Examines a variety of sources
to validate the target market
data successfully
Examines some sources to
validate the target market data
Very few sources are examined
to validate the target market
data
Does not examine sources to
validate the target market data
25
Incorporation and
Application:

Understanding the
Eco-Customer
Integrates course concepts
effectively and clearly
explains the significance of
understanding the specific
customer profile
Integrates most course concepts
effectively and explains the
significance of understanding
the specific customer profile
Integrates some course
concepts effectively and
somewhat explains the
significance of understanding
the specific customer profile

Does not correctly apply any of
the course concepts or themes
to explain the customer profile
25
Research Incorporates many scholarly
resources effectively that
apply to the target market for
eco- fashion
Incorporates some scholarly
resources effectively that apply
to the target market for eco-
fashion
Incorporates very few scholarly
resources that apply to the
target market for eco-fashion

Does not incorporate scholarly
resources that would apply to
the target market for eco-
fashion
15
Writing
(Mechanics/Citations)
No errors related to
organization, grammar and
style, and citations
Minor errors related to
Some errors related to

Major errors related to
10
Earned Total 100%
FMM 325: Final Project Guidelines and Grading Guide
Overview
The final project for this course is a professional production
challenge which will be submitted as a PowerPoint presentation.
This project will require students
to develop a comprehensive, sustainable apparel collection as a
fictitious private-label manufacturer. The student will research
and create concepts to produce
the garments as detailed in the design brief. Students will also
merchandise the collection. Students will acquire the capability
to act quickly to solve
manufacturing and production challenges as they arise. This
will also give students an opportunity to learn how to properly
document recommendations with a

specialized standard in mind. The final product represents an
authentic demonstration of competency because students will
emulate a collection based on a
design brief, which are currently used by professionals in the
apparel industry. The project is divided into four milestones,
which will be submitted at various
points throughout the course to scaffold learning and ensure
quality final submissions. These milestones will be submitted in
Modules Two, Three, Five, and
Seven.
Guidelines
The Design Brief:
An Organic Planet
Season: Spring/Summer
Directions: Seeing a radical change in our global climate, we
are forced to think differently and act more responsibly in our
approach to design. We need to
simplify, be more resourceful, and understand more clearly what
our impact on the planet is based on the decisions we make. For
this season, we are going on a
journey to Bali, a place closely connected to the Earth, where
people live in balance with the land through their
resourcefulness and spiritual reverence. Be
mindful and respectful of the Balinese people and their customs.
We choose to blend in with our surroundings while still
retaining a sense of self. Clothes that
can be tied or wrapped and layered, almost sculptural in effect,
are preferred. Minimize the use of hardware, and if it is
absolutely necessary, make it meaningful.
All fabrics are either organic or recycled, with an absolute
minimum of waste left over. Zero waste is ideal.

Colors: Reflecting the Balinese people and their respect for the
connection of all things natural, we will use the four elements
as our guiding inspiration for color,
creating a sense of balance and harmony in the collection.
• Earth: warm browns such as cinnamon, teakwood
• Air: white, glass or metal, ice
• Fire: tangerine, saffron, fuchsia
• Water: aqua, oceanic blue
Your role: designer, merchandiser, sales, marketer, buyer
Milestone One: Paper: Targeting The Sustainably Minded
Customer
In task 2-3, you will submit a short paper of 2–3 pages.
Determine your target market category and how and why these
consumers embrace fashions that are
made of environmentally friendly fabrics. You should research
and define your product’s targeted customers and describe their
characteristics.
Description of a Target Market: Occupation, gender ratio,
average age, geographics/location, psychological shopping
habits, demographic, and lifestyle
preferences. Gauge the importance of sustainable products to
this customer. For example, if you are creating for kids’ wear,
indicate age(s) of child; however, you
will need to think of a profile for the primary caretaker of the

child (parent, grandparent, guardian) so that you can market to
the caretaker properly.
By Module Two, you should have an idea of the market
category you are choosing for this garment line, and you may
choose ONE of the following: women’s,
men’s, juniors, petite women, plus-sized women, or kids’ wear.
Indicate the subcategory/style description, for example,
sportswear (everyday wear), activewear
(such as yoga wear), playwear, or sleepwear. Remember, you
will be using sustainable fabrics, so keep in mind which target
market would benefit best from eco-
friendly garments.
Keep in mind the size range of this collection. Choose the
appropriate size range for your market category. For example, if
you are doing kids’ wear, you may
choose to target toddlers (size range is 2T-3T-4T). An example
of junior girls’ sizing range is 0–15.
The format should be a short paper. This milestone is graded for
the quality of the research/data you uncover and validate (cite
all information), compilation of
the information, the content of the descriptions of each the
features of your specified target customer, and the way the data
is expressed as it applies to this
project. This milestone will be graded using the Milestone One
Rubric.
Milestone Two: PowerPoint Presentation #1
In task 3-3, you will submit a PowerPoint presentation of
approximately 5–10 slides. Students will determine fabrics to be

used for the market category they
choose. Referring to the design brief contents, the recommended
fabrics include organic cotton knits, hemp (wovens), and
organic and cruelty-free wool. Fabrics
to avoid: synthetics (exception: materials that are either
recycled and/or have a low impact on the environment). Include
pictures of swatches of fabrics with a
description of the fabric, source, cost, and care instructions.
Explain how these fabrics are better than conventional fabrics
and safe for the environment and
healthier for people to wear. Include images of the garments in
this collection.
Market Category: Choose ONE market only: women’s, men’s,
juniors, petite women, plus-sized women, or kids’ wear.
Indicate the subcategory/style description,
for example, sportswear (everyday wear), activewear (such as
yoga wear), playwear, or sleepwear. (Create a mood board of
visuals that express the direction of
this collection).
Construction/Description: For this line, you will conceptualize
the garments (six tops and two or three bottoms and two pieces
of outerwear). Think and work like
an artisan. Every piece should have an element of hand detail
such as embroidery, appliqués, or carved buttons from wood.
Create a mood board of visuals on a
slide or two that express the direction of this collection for the
specified customer.
You may find pictures/photos or create your own illustrations of
the garments in this line. You will not be graded on your
drawing abilities (or lack thereof).

The format should be in a PowerPoint presentation. This
milestone is graded for the quality of the research and
compilation of the information and the way it is
expressed as it applies to this project. This milestone will be
graded using the Milestone Two Rubric.
Milestone Three: PowerPoint Presentation #2
In task 5-3, you will submit a PowerPoint presentation of
approximately 5–10 slides. Students will determine the location
of production, the packing required,
how distribution will take place, and the retail price of the
garment. Students will also re-evaluate the garment collection
and ensure that it has been properly
merchandised and is marketable. Students will describe each
step of production and evaluate its impact on the environment.
Production: Think about location of production/manufacturing.
If produced domestically, indicate where and why. If garments
are produced off-shore, indicate
where and why. Remember, you are producing an eco-friendly,
sustainable product, so make sure your choice is the best when
it comes to sustainability.
Packing requirements: Think about sustainable packing
requirements. (Example: Will you use hangers in packaging?).
Source for all items that will be necessary
for packing and shipping.

Delivery: Be sure to indicate by what date production has to be
completed and how and when delivery of goods will take place.
How will the products be
shipped?
Order total: 4,000 pieces (break this down per sizing—will you
want more of larger sizes than smaller sizes, or vice versa?
Remember to keep your target market
profile in mind).
Retail price of each unit: Be sure to keep in mind the costs of
the garments (wholesale costs) and what the profit margin will
be (retail prices).
The format should be a PowerPoint presentation. This milestone
is graded for the quality of the research and compilation of the
information and the way it is
expressed as it applies to this project. This milestone will be
graded using the Milestone Three Rubric.
Milestone Four: Final Presentation
In task 7-3, you will submit your final PowerPoint presentation
of approximately 15–30 slides. Combine all of the milestone
projects as well as the additional
information as set forth by the final milestone assignment. It
should be a complete, polished artifact containing all of the
main elements of the final product. The
contents should reflect all of the components from each
milestone that you have submitted throughout the course. If
feedback suggested that you change,
update, and/or modify any component, those changes should be

incorporated or addressed. Present a step-by-step PowerPoint
presentation about how you
would meet the challenge of having this order produced, having
it in-store for the season specified, marketing it successfully to
the primary target audience AND
secondary market, and producing it as sustainably as possible.
Other things to consider including in your presentation:
1. What key information would you need to supply to the
manufacturer about this sustainable collection?
2. Could any of the steps be expedited in order to speed up the
manufacturing process, all the while not losing sight of
maintaining transparency of the
sustainability of production?
3. How will you merchandise these garments and promote the
benefits of being an eco-friendly collection? How will buyers
and other retailers respond to
these sustainable garments?
Include any images, URLs, or other documentation to support
your findings. In addition, your presentation must include the
following: title, your name, and
references. This milestone will be graded using the Final
Presentation Rubric (below).

Things to keep in mind: Think of the styles you are
creating/purchasing for the target market and the number of
outfits you can create from the collection. You
want to make sure that you create balance that can be
merchandised by color, grouping of fabrics, and, ultimately, the
overall end function of the outfits.
Deliverable Milestones
Milestone Deliverables Module Due Grading
1 Paper: Targeting the Sustainably
Minded Customer
Two Graded separately; Milestone One Rubric
2 PowerPoint Presentation #1 Three Graded separately;
Milestone Two Rubric
3 PowerPoint Presentation #2 Five Graded separately; Milestone
Three Rubric
4 Final Presentation Seven Graded separately; Final
Presentation Rubric
Final Presentation Rubric
Format: Written components of project must follow these
formatting guidelines when applicable: double spacing, 12-point
Times New Roman font, one-inch
margins, and discipline-appropriate citations. Final project
should be 15–30 slides, not counting the title page/slide and
references.

Critical Elements Exemplary (100%) Proficient (85%) Needs
Improvement (55%) Not Evident (0%) Value
Development:
Fabric, Production
and Retail
Concepts effectively
demonstrate good design
development and most of the
main milestone topics as they
apply to the sustainable theme.
Cites multiple examples to
validate each choice
Concepts adequately
demonstrate good design
development and many of the
milestone topics as they apply to
the sustainable theme. Cites a
few examples to validate each
choice
Concepts demonstrate
somewhat of an understanding
of the design development;
some of the milestone topics as
they apply to the sustainable
theme are met. Many improper
choices were made for the final
result

Concepts demonstrate little or
no attempt at the design
development of the design brief.
Milestones are not met. Poor
research and inadequate
understanding of the sustainable
theme
30
Target Market Exhibits an exceptional
knowledge of the target market
and intended audience. It is
clearly explained and reflects
understanding of the customer’s
needs and lifestyle
Displays knowledge of the target
market and intended audience,
but has not done enough
research about the necessary
production or buying patterns
Displays limited knowledge of
the intended audience and has
not completed enough research
with regard to production or
buying patterns
Displays no knowledge of the

intended audience, nor is there
any understanding of the
necessary production or buying
patterns
25
Layout and Format Excellent format and layout
attract the reader and present
collection with continuity,
balance, and visual emphasis
Format and layout attract the
reader; acceptably present
collection with continuity,
Some understanding of format
and layout is demonstrated, but
overall the collection is not
presented with continuity,
Format and layout show little to
no understanding of continuity,
25
Overall Presentation Presentation is nearly flawless,

neat, concise, and professional; it
is an example of research that is
portfolio-worthy
Presentation is clean, neat,
concise, and somewhat
professional; some content must
be corrected to be deemed
portfolio-worthy
Presentation has content that
must be corrected. A good
attempt was made in the overall
presentation, but improvements
must be made before it can be
deemed professional and
portfolio-worthy
Presentation had no clear course
and was not well prepared. Work
was carelessly put together
20
Earned Total 100%

Key Technical Decisions - Rubric
Collapse All Key Technical Decisions - RubricCollapse All
Analysis of Profitability
17 points
Criteria Description
Analysis of profitability of the company, including a description
of trends, areas of success, and challenges.
5. Target
17 points
Analysis of the profitability of the company, including a
description of the trends, areas of success, and challenges, is
thorough and includes substantial detail.
4. Acceptable
14.79 points
description of the trends, areas of success, and challenges is,
complete and correct.
3. Approaching
13.43 points
incomplete or incorrect.
2. Insufficient
12.58 points
included but lacks relevant supporting detail.
1. Unsatisfactory
0 points
not included.
Technology Projects
12.75 points
Description of technology projects completed in the previous

year and what is planned for the next year.
5. Target
12.75 points
Description of the technology projects completed in the
previous year and what is planned for the next year is thorough
and includes substantial detail.
4. Acceptable
11.09 points
previous year and what is planned for the next year is included
but lacks relevant supporting detail.
3. Approaching
10.07 points
previous year and what is planned for the next year is
incomplete or incorrect.
2. Insufficient
9.44 points
previous year and what is planned for the next year is complete
and correct.
1. Unsatisfactory
0 points
previous year and what is planned for the next year is not
included.
Planned Technology Projects
17 points
Determine if the company is capable of completing the planned
technology projects, including the applicable numbers and
financial statements to support rationale.
5. Target
17 points
Determination if the company can complete the planned

financial statements to support the rationale, is complete and
correct.
4. Acceptable
14.79 points
financial statements to support the rationale, is thorough and
includes substantial detail.
3. Approaching
13.43 points
financial statements to support the rationale, is included but
lacks relevant supporting detail.
2. Insufficient
12.58 points
financial statements to support the rationale, is incomplete or
incorrect.
1. Unsatisfactory
0 points
financial statements to support the rationale, is not included.
Financial Ability to Execute Plans
12.75 points
Compare financial statements of two companies and determine
which company is in a better position to execute its plans.
5. Target
12.75 points
Comparison of the financial abilities of the selected companies
to execute their plans, including a discussion of which company
is in a better position to execute its plans, is thorough and
includes substantial detail.

4. Acceptable
11.09 points
is in a better position to execute its plans, is complete and
correct.
3. Approaching
10.07 points
is in a better position to execute its plans, is included but lacks
relevant supporting detail.
2. Insufficient
9.44 points
is in a better position to execute its plans, is not included.
1. Unsatisfactory
0 points
is in a better position to execute its plans, is incomplete or
incorrect
Thesis, Position, or Purpose
5.95 points
Communicates reason for writing and demonstrates awareness
of audience.
5. Target
5.95 points
The thesis, position, or purpose is persuasively developed
throughout and skillfully directed to a specific audience.
4. Acceptable
5.18 points
The thesis, position, or purpose is clearly communicated
throughout and clearly directed to a specific audience.

3. Approaching
4.7 points
The thesis, position, or purpose is adequately developed. An
awareness of the appropriate audience is demonstrated.
2. Insufficient
4.4 points
The thesis, position, or purpose is discernable in most aspects
but is occasionally weak or unclear. There is limited awareness
of the appropriate audience.
1. Unsatisfactory
0 points
The thesis, position, or purpose is not discernible. No awareness
of the appropriate audience is evident.
Development, Structure, and Conclusion
6.8 points
Advances position or purpose throughout writing; conclusion
aligns to and evolves from development.
5. Target
6.8 points
The thesis, position, or purpose is coherently and cohesively
advanced throughout. The progression of ideas is coherent and
unified. A convincing and unambiguous conclusion aligns to the
development of the purpose.
4. Acceptable
5.92 points
The thesis, position, or purpose is logically advanced
throughout. The progression of ideas is coherent and unified. A
clear and plausible conclusion aligns to the development of the
purpose.
3. Approaching
5.37 points
The thesis, position, or purpose is advanced in most aspects.
Ideas clearly build on each other. Conclusion aligns to the
development of the purpose.
2. Insufficient

5.03 points
Limited advancement of thesis, position, or purpose is
discernable. There are inconsistencies in organization or the
relationship of ideas. Conclusion is simplistic and not fully
aligned to the development of the purpose.
1. Unsatisfactory
0 points
No advancement of the thesis, position, or purpose is evident.
Connections between paragraphs are missing or inappropriate.
No conclusion is offered.
Evidence
4.25 points
Selects and integrates evidence to support and advance
position/purpose; considers other perspectives.
5. Target
4.25 points
Comprehensive and compelling evidence is included. Multiple
other perspectives are integrated effectively.
4. Acceptable
3.7 points
Specific and appropriate evidence is included. Other
perspectives are integrated.
3. Approaching
3.36 points
Relevant evidence that includes other perspectives is used.
2. Insufficient
3.15 points
Evidence to support the thesis, position, or purpose is absent.
The writing relies entirely on the perspective of the writer.
1. Unsatisfactory
0 points
Evidence is used but is insufficient or of limited relevance.
Simplistic explanation or integration of other perspectives is
present.
Mechanics of Writing

4.25 points
Includes spelling, capitalization, punctuation, grammar,
language use, sentence structure, etc.
5. Target
4.25 points
Few mechanical errors are present. Suitable language choice
and sentence structure are used.
4. Acceptable
3.7 points
No mechanical errors are present. Skilled control of language
choice and sentence structure are used throughout.
3. Approaching
3.36 points
Frequent and repetitive mechanical errors are present.
Inconsistencies in language choice or sentence structure are
recurrent.
2. Insufficient
3.15 points
Occasional mechanical errors are present. Language choice is
generally appropriate. Varied sentence structure is attempted.
1. Unsatisfactory
0 points
Errors in grammar or syntax are pervasive and impede meaning.
Incorrect language choice or sentence structure errors are found
throughout.
Format/Documentation
4.25 points
Uses appropriate style, such as APA, MLA, etc., for college,
subject, and level; documents sources using citations, footnotes,
references, bibliography, etc., appropriate to assignment and
discipline.
5. Target
4.25 points
No errors in formatting or documentation are present.

Selectivity in the use of direct quotations and synthesis of
sources is demonstrated.
4. Acceptable
3.7 points
Appropriate format and documentation are used with only minor
errors.
3. Approaching
3.36 points
Appropriate format and documentation are used, although there
are some obvious errors.
2. Insufficient
3.15 points
Appropriate format is not used. No documentation of sources is
provided.
1. Unsatisfactory
0 points
Appropriate format is attempted, but some elements are missing.
Frequent errors in documentation of sources are evident.

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