Lesson Plan

• Describe key qualitative factors influencing investment decisions.
• Explain how qualitative factors can modify quantitative appraisal outcomes.
• Apply a weighted scoring model to evaluate qualitative factors for a given investment case.
• Assess the strategic fit and sustainability implications of an investment proposal.

• Projector and screen for slide presentation.
• Whiteboard and markers.
• Handout with qualitative factor matrix and scoring template.
• Sample investment case study (printed).
• Sticky notes or index cards for group brainstorming.

Begin with a quick poll: “When evaluating a new project, what non‑financial aspects come to mind?” Connect this to prior lessons on quantitative appraisal and set the success criteria: students will be able to identify, evaluate, and integrate qualitative factors into investment decisions.

1. Do‑now (5') – students list non‑financial considerations for a recent news investment.
2. Mini‑lecture (10') – overview of key qualitative factors and their impact on decisions.
3. Group activity (15') – using the provided matrix, teams assess a case study and assign scores.
4. Whole‑class discussion (10') – groups share findings; teacher highlights how scores can affect discount rates or conditional approval.
5. Weighted scoring model demonstration (10') – teacher models calculation on the projector.
6. Check for understanding (5') – exit ticket: write one way a qualitative factor could override a positive NPV.

Summarise that qualitative factors ensure investments align with strategy, reputation, and sustainability, and that a systematic scoring approach makes these judgments transparent. For the exit ticket, students note the most influential factor they identified. Homework: complete a weighted scoring sheet for a different investment scenario.