Strategic Plan – Financial Plan

Content

60 Percent

Points Available

80

Points Earned

Additional Comments:

Financial Plan

Budget Spread Sheet

· Created a projected budget in a Microsoft® Excel® spreadsheet that contains a 3 to 5-year financial projection including detailed expenditures, income, and gain or loss.

· Capital Expense and/or Contingency expense is included in the budget spread sheet.

Included on Spreadsheet - (See Sample Budget for Format).

· Description of assumptions

· Strategies to increase volume.

Strategic Financial Analysis

· Describe the Elements of the projected budget

· Describe the Capital Expense Plan and the Contingency Plan

· Describe the organization’s current business model.

· Evaluate the budget assumptions listed in the budget.

· Identify and explain the details of the strategies to increase volume.

40

10

10

10

10

40

8

8

8

8

8

Organization/Development

20 Percent

Points Available

20

Points Earned

Additional Comments:

· There are in-text citations of at least 4 peer-reviewed, scholarly, or similar resources.

· The Financial Analysis meets or exceeds the minimum 1,050 – 1,400 words

10

10

Mechanics

20 Percent

Points Available

20

Points Earned

Additional Comments:

· The Financial Analysis Strategic Plan is formatted according to APA guidelines and meets requirements.

· The in-text citations are properly added to the reference page.

· The Strategic Plan effectively uses headings, font styles, and white space.

· Rules of grammar, usage, and punctuation are followed; spelling is correct.

5

5

5

5

Total Available

Total Earned

120

Feedback and Goals:

Spreadsheet:

Financial Analysis: