Analyzing John Lewis Partnership Financial Report 2023 - Transition Task

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"Investigate the latest John Lewis Partnership financial report in this transition task for accounting students. Summarize key data, analyze findings, and evaluate performance against objectives. Follow the provided instructions to complete the PowerPoint effectively."

  • Accounting
  • Financial Report
  • John Lewis Partnership
  • Transition Task
  • Analysis

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Presentation Transcript


  1. Accounting Transition Task - 2023 Email: phegarty@cardinalnewmanschool.net

  2. Introduction to the task Introduction to the task A key part of being a strong accountant is being able to analyse and evaluate information that has been produced by companies. In this transition task you are required to investigate the most recent John Lewis Partnership financial report. It is a significant document which can be found here. The objectives you are working towards are as follows; Summarise key data from the John Lewis Partnership Financial documents Analyse your key findings (i.e. use data to support your argument) Evaluate the overall performance of John Lewis Partnership against their aims and objectives

  3. Instructions Instructions You are required to complete this PowerPoint. You should not adjust the layout in any way, just type your answers to the questions into the template. The reason I have chosen to use a PPT is because in accounting you will be required to follow lots of rules and principles. This is your first set of rules please follow them, it will help you when you start to study A-level s. The JLP financial document is 186 pages long!! You are not required to read it all, I have directed you to the areas you need to investigate. You will see guidance on how to complete each slide in the notes on the bottom

  4. Introduction to the JLP Introduction to the JLP

  5. Financial Highlights for 2021-22 (this is only a summary)

  6. The JLP business Model The JLP business Model

  7. JLP values and culture JLP values and culture

  8. Key Market trends

  9. Strategic review Strategic review

  10. Principle Risks and Uncertainties Principle Risks and Uncertainties

  11. Risk or Uncertainty 1 Risk or Uncertainty 1

  12. Risk or Uncertainty 2 Risk or Uncertainty 2

  13. Evaluation of how JLP is meeting its targets Evaluation of how JLP is meeting its targets

  14. Wider Reading Wider Reading - - Optional Optional There are a few excellent additional pieces of research you can do to help with the transition; 1. Sign up to one of the Accounting professions weekly newsletters i.e. ICAEW is excellent 2. The Open University is running free courses there is an excellent Fundamentals of Accounting course which would give you a sound starting point. The course would take you 8 hours and can be found here

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