ch 4
Amie1997
HCA698_CHAPTER4.pptxHCA 698 – Final Project / Business Plan
CHAPTER 4
+
1
Chapter 4: Financial Overview
+
Rubric for Chapter 4 (Sub-headings)
Assumptions for Expenses
Annual Expenses
Monthly Expenses
Assumptions for revenue
Total of 16 points
Excellent (3-4 pts)
Satisfactory (1-2 pts)
Unacceptable (1-2 pts)
NOTE: The main objectives in this chapter are:
To make your assumptions reasonable
To align these assumptions with the Excel template provided on Beachboard and included as an Appendix to your business plan
+
3
Rubric for Chapter 4 (Sub-headings)
Assumptions for Expenses
Start up costs?
Facility (purchase or rent; tenant improvements)
Loan (with interest rate)
Furniture & Equipment (desks, computers, software)
Licensure and necessary business permits (city-specific)
Initial Marketing
Legal/Consulting fees (to establish business entity; LLC)
+
4
Rubric for Chapter 4 (Sub-headings)
Assumptions for Expenses
+
5
Rubric for Chapter 4 (Sub-headings)
Assumptions for Expenses
Annual Expenses
Monthly Expenses
Assumptions for revenue
Total of 16 points
Excellent (3-4 pts)
Satisfactory (1-2 pts)
Unacceptable (1-2 pts)
+
6
Rubric for Chapter 4 (Sub-headings)
Annual Expenses
Salaries?
Total salary budget (Year 1, 2, 3; anticipated raises/increases?)
Business tax rates?
Annual software updates?
+
7
Rubric for Chapter 4 (Sub-headings)
Annual Expenses
+
8
Rubric for Chapter 4 (Sub-headings)
Assumptions for Expenses
Annual Expenses
Monthly Expenses
Assumptions for revenue
Total of 16 points
Excellent (3-4 pts)
Satisfactory (1-2 pts)
Unacceptable (1-2 pts)
+
9
Rubric for Chapter 4 (Sub-headings)
Monthly Expenses
Rent?
Utilities?
Maintenance and repair costs?
Insurance? (malpractice & general liability)
Monthly marketing expenses?
+
10
Rubric for Chapter 4 (Sub-headings)
Monthly Expenses
+
11
Rubric for Chapter 4 (Sub-headings)
Assumptions for Expenses
Annual Expenses
Monthly Expenses
Assumptions for revenue
Total of 16 points
Excellent (3-4 pts)
Satisfactory (1-2 pts)
Unacceptable (1-2 pts)
+
12
Rubric for Chapter 4 (Sub-headings)
Assumptions for Revenue
Monthly sales?
Monthly % sales growth?
If non-profit, grants? (one-off, recurrent)
+
13
Rubric for Chapter 4
ADVICE: Look at prior proposals on the Library Database to get a feel for Chapter 4
+
14
Rubric for Chapter 4 (Sub-headings)
Assumptions for Expenses
Annual Expenses
Monthly Expenses
Assumptions for revenue
CONCLUSION
Total of 16 points
Excellent (3-4 pts)
Satisfactory (1-2 pts)
Unacceptable (1-2 pts)
+
15
Rubric for Chapter 4 (Sub-headings)
CONCLUSION
Last statement (summing up) of the whole business plan.
Circle back to content in your introductory material (Chapter 1), showing how you have addressed the “problem” or “gap” in the market.
Reassert “why” your company should exist and your anticipated success (in a general sense)
+
16
Rubric for Chapter 4 (Sub-headings)
Appendix
SEE EXCEL FINANCIAL SPREADSHEET (Beachboard)
+
17
Rubric for Chapter 4 (Sub-headings)
Appendix
Begin by filling out the “Questionnaire tab”; this should be the only tab you manually update (All the formulas connect to the content on this tab)
Check that your graphs are showing eventual growth (“Answers tab”)
Ensure your balance sheet balances (you may need to manually override the formulas if you can’t find a workaround with the “Questionnaire tab”)
Include the content of your tabs as pages in the APPENDIX; also ensure the numbers in the “Questionnaire tab” match those mentioned in the narrative of Chapter 4
+
18
Next Steps:
Begin writing Chapter 4 and filling out the Excel Template
Begin putting together “the whole document,” editing and formatting
+
19
