Overview
You receive a call from your colleague Bernie, who is an investment advisor with a client who would like to invest in a publicly traded company. His client Sondra wants to make sure her investment dollars support companies that behave ethically. Based on Sondra’s interest in ethics, you decide to review the ESG programs of two possible companies and evaluate whether their programs coincide with responsible ESG business practices.
Directions
Research the ESG of two companies from the list of ethically responsible companies and write an executive summary to your colleague outlining their ESG programs.
Ethically Responsible Companies
- Microsoft
- Caterpillar
- GoodRx
- Sherwin-Williams
- Marriott
Specifically, you must address the following rubric criteria:
- Summarize the primary initiative(s) of each company.
- Determine which pillar of ESG is each company’s primary focus.
- Describe each company’s progress in implementing the initiative.
- Explain how each company will measure the highlighted initiative(s).
- Explain how each company’s ESG initiatives will help them achieve their ESG goals.
What to Submit
Submit your executive summary as a 2- to 3-page Microsoft Word document with double spacing, 12-point Times New Roman font, and one-inch margins. Sources should be cited according to APA style.
Project Two Milestone Rubric
| Criteria | Exemplary | Proficient | Needs Improvement | Not Evident | Value |
|---|---|---|---|---|---|
| Primary Initiative(s) | Exceeds proficiency in an exceptionally clear, insightful, or sophisticated manner (100%) | Summarizes the primary initiative(s) of each company (90%) | Shows progress toward proficiency, but with errors or omissions; areas for improvement may include adding details related to the primary initiative(s) of each company (70%) | Does not attempt criterion (0%) | 15 |
| Pillar of ESG | N/A | Determines which pillar of ESG is each company’s primary focus (100%) | Shows progress toward proficiency, but with errors or omissions; areas for improvement may include determining which pillar of ESG is both companies’ primary focus (70%) | Does not attempt criterion (0%) | 15 |
| Progress | Exceeds proficiency in an exceptionally clear, insightful, or sophisticated manner (100%) | Describes each company’s progress in implementing the initiative (90%) | Shows progress toward proficiency, but with errors or omissions; areas for improvement may include adding details related to each company’s progress in implementing the initiative (70%) | Does not attempt criterion (0%) | 15 |
| Measure | Exceeds proficiency in an exceptionally clear, insightful, or sophisticated manner (100%) | Explains how each company will measure the highlighted initiative(s) (90%) | Shows progress toward proficiency, but with errors or omissions; areas for improvement may include adding details related to how each company will measure the highlighted initiative(s) (70%) | Does not attempt criterion (0%) | 15 |
| ESG Goals | Exceeds proficiency in an exceptionally clear, insightful, or sophisticated manner (100%) | Explains how each company’s ESG initiatives will help them achieve their ESG goals (90%) | Shows progress toward proficiency, but with errors or omissions; areas for improvement may include adding details related to how each company’s ESG initiatives will help them achieve their ESG goals (70%) | Does not attempt criterion (0%) | 20 |
| Clear Communication | Exceeds proficiency with an intentional use of language that promotes a thorough understanding (100%) | Consistently and effectively communicates in an organized way to a specific audience (90%) | Shows progress towards proficiency, but communication is inconsistent or ineffective in a way that negatively impacts understanding (70%) | Shows no evidence of consistent, effective, or organized communication (0%) | 10 |
| Citations and Attributions | Uses citations for ideas requiring attribution, with few or no minor errors (100%) | Uses citations for ideas requiring attribution, with consistent minor errors (90%) | Uses citations for ideas requiring attribution, with major errors (70%) | Does not use citations for ideas requiring attribution (0%) | 10 |
| Total: |