Business finance - management 6-2 assignment: 24-month pro forma | BUS 400 - Driving Business Opportunities | Southern New Hampshire University

ModuleSixAssignmentGuidelinesandRubric.html.zip

Module Six Assignment Guidelines and Rubric.html

BUS 400 Module Six Assignment Guidelines and Rubric

Overview

Planning and forecasting the financial viability of a new product, service, or project is essential for driving business opportunities. Regardless of a company’s key performance indicators (KPIs), senior leaders must evaluate the financial feasibility of new initiatives to ensure they can operate within budget or secure adequate funding for development and implementation. One effective way to accomplish this goal is by creating a pro forma.

A pro forma is a financial projection that estimates anticipated future performance. This forward-looking tool provides a blueprint for financial expectations, enabling stakeholders to make informed business, investment, and operational decisions.

Scenario

After receiving constructive feedback from the project management consultant on your Business Model Canvas (BMC), it’s clear that you need to focus on developing the financial component as you prepare for an upcoming funding pitch to senior leaders. However, one comment from the PM stood out: “No matter how strong the idea is, senior management will consider it a ‘no-go’ if the new product or service doesn’t demonstrate its potential to generate sales.”

As you prepare for your funding pitch in Module Seven, the PM consultant highlights the importance of including a 24-month pro forma. However, the PM cautions that funding pitches are fast-paced and decisive. Providing too much information can overwhelm senior management, prompt unnecessary questions, and ultimately undermine the purpose of your pitch and decrease your chances of approval.

Directions

The PM’s directive at this point is for you to develop a 24-month pro forma that demonstrates the potential profitability of the new product or service you're proposing in an income statement. You will use the Module Six Assignment Template linked in the What to Submit section below to complete this assignment.

To project what can be added to the company’s profitability, you can use the company’s latest income statement, which is available in the 10-K report. To support your projections, analyze other companies in the marketplace with similar products or services. Additionally, you can base your projections on the company’s recent year-end financials and key assumptions based on your market analysis. Remember, these numbers are purely speculative.

Based on your projections, you are also required to provide a budget assumptions summary. This summary should outline the key factors, estimates, and rationale used to develop the budget, providing context for the numbers presented and helping senior management understand the reasoning behind the projections and financial decisions.

Specifically, you must address the following rubric criteria:

Previous Fiscal Year: Identify historical information from the previous fiscal year.
24-Month Projections: Speculate projections for 24 months.
Explanation of Assumptions: Explain your ability to speculate appropriate assumptions.

What to Submit

Submit the completed Module Six Assignment Template as a Microsoft Word document. Sources should be cited according to APA style.

AI Usage

If you use gen AI tools to support your work on this assignment, be sure to follow these AI usage guidelines. You must acknowledge your use of these tools in your work. Guidelines on how to cite AI tools can be found in this Shapiro Library guide.

Module Six Assignment Rubric

Criteria	Exceeds Expectations (100%)	Meets Expectations (85%)	Partially Meets Expectations (55%)	Does Not Meet Expectations (0%)	Value
Previous Fiscal Year	Exceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner	Identifies historical information from the previous fiscal year	Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include missing or incorrect information	Does not attempt criterion	20
24-Month Projections	Exceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner	Speculates projections for 24 months	Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include missing or unrealistic projections	Does not attempt criterion	30
Explanation of Assumptions	Exceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner	Explains ability to speculate appropriate assumptions	Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include explanations that are cursory, or assumptions that are not clearly stated	Does not attempt criterion	30
Clear Communication	Exceeds expectations with an intentional use of language that promotes a thorough understanding	Consistently and effectively communicates in an organized way to a specific audience	Shows progress toward meeting expectations, but communication is inconsistent or ineffective in a way that negatively impacts understanding	Shows no evidence of consistent, effective, or organized communication	10
Citations and Attributions	Uses citations for ideas requiring attribution, with few or no minor errors	Uses citations for ideas requiring attribution, with consistent minor errors	Uses citations for ideas requiring attribution, with major errors	Does not use citations for ideas requiring attribution	10
Total:	100%

Course Documents/BUS 400 Module Six Assignment Template.docx

SNHU logo

BUS 400 Module Six Assignment Template

24-Month Pro Forma

Replace the text in brackets with the appropriate values in each row.

Income Statement	Previous Fiscal Year	24-Month Projections
Sales	$[Insert sales.]	$[Insert sales.]
Cost of goods sold	$[Insert cost of goods sold.]	$[Insert cost of goods sold.]
Gross profit	$[Insert gross profit.]	$[Insert gross profit.]
Selling expenses	$[Insert selling expenses.]	$[Insert selling expenses.]
Administrative expenses	$[Insert administrative expenses.]	$[Insert administrative expenses.]
Total operating expense	$[Insert total operating expense.]	$[Insert total operating expense.]
Income from operations	$[Insert income from operations.]	$[Insert income from operations.]
Other income	$[Insert other income.]	$[Insert other income.]
Income before tax and interest	$[Insert income before tax and interest.]	$[Insert income before tax and interest.]
Other expense (interest)	$[Insert other expense (interest).]	$[Insert other expense (interest).]
Income before income tax	$[Insert income before income tax.]	$[Insert income before income tax.]
Income tax expense	$[Insert income tax expense.]	$[Insert income tax expense.]
Net income	$[Insert net income.]	$[Insert net income.]

Explanation of Assumptions

[Insert 1‒2 paragraphs explaining how you speculated appropriate assumptions.]

References

[Cite your sources in APA.]

image1.png

BUS400ModuleSixAssignmentTemplate.docx

SNHU logo

BUS 400 Module Six Assignment Template

24-Month Pro Forma

Replace the text in brackets with the appropriate values in each row.

Income Statement	Previous Fiscal Year	24-Month Projections
Sales	$[Insert sales.]	$[Insert sales.]
Cost of goods sold	$[Insert cost of goods sold.]	$[Insert cost of goods sold.]
Gross profit	$[Insert gross profit.]	$[Insert gross profit.]
Selling expenses	$[Insert selling expenses.]	$[Insert selling expenses.]
Administrative expenses	$[Insert administrative expenses.]	$[Insert administrative expenses.]
Total operating expense	$[Insert total operating expense.]	$[Insert total operating expense.]
Income from operations	$[Insert income from operations.]	$[Insert income from operations.]
Other income	$[Insert other income.]	$[Insert other income.]
Income before tax and interest	$[Insert income before tax and interest.]	$[Insert income before tax and interest.]
Other expense (interest)	$[Insert other expense (interest).]	$[Insert other expense (interest).]
Income before income tax	$[Insert income before income tax.]	$[Insert income before income tax.]
Income tax expense	$[Insert income tax expense.]	$[Insert income tax expense.]
Net income	$[Insert net income.]	$[Insert net income.]

Explanation of Assumptions

[Insert 1‒2 paragraphs explaining how you speculated appropriate assumptions.]

References

[Cite your sources in APA.]

image1.png

ModuleSixAssignmentGuidelinesandRubric.html.zip

Module Six Assignment Guidelines and Rubric.html

BUS 400 Module Six Assignment Guidelines and Rubric

Overview

Planning and forecasting the financial viability of a new product, service, or project is essential for driving business opportunities. Regardless of a company’s key performance indicators (KPIs), senior leaders must evaluate the financial feasibility of new initiatives to ensure they can operate within budget or secure adequate funding for development and implementation. One effective way to accomplish this goal is by creating a pro forma.

A pro forma is a financial projection that estimates anticipated future performance. This forward-looking tool provides a blueprint for financial expectations, enabling stakeholders to make informed business, investment, and operational decisions.

Scenario

After receiving constructive feedback from the project management consultant on your Business Model Canvas (BMC), it’s clear that you need to focus on developing the financial component as you prepare for an upcoming funding pitch to senior leaders. However, one comment from the PM stood out: “No matter how strong the idea is, senior management will consider it a ‘no-go’ if the new product or service doesn’t demonstrate its potential to generate sales.”

As you prepare for your funding pitch in Module Seven, the PM consultant highlights the importance of including a 24-month pro forma. However, the PM cautions that funding pitches are fast-paced and decisive. Providing too much information can overwhelm senior management, prompt unnecessary questions, and ultimately undermine the purpose of your pitch and decrease your chances of approval.

Directions

The PM’s directive at this point is for you to develop a 24-month pro forma that demonstrates the potential profitability of the new product or service you're proposing in an income statement. You will use the Module Six Assignment Template linked in the What to Submit section below to complete this assignment.

To project what can be added to the company’s profitability, you can use the company’s latest income statement, which is available in the 10-K report. To support your projections, analyze other companies in the marketplace with similar products or services. Additionally, you can base your projections on the company’s recent year-end financials and key assumptions based on your market analysis. Remember, these numbers are purely speculative.

Based on your projections, you are also required to provide a budget assumptions summary. This summary should outline the key factors, estimates, and rationale used to develop the budget, providing context for the numbers presented and helping senior management understand the reasoning behind the projections and financial decisions.

Specifically, you must address the following rubric criteria:

Previous Fiscal Year: Identify historical information from the previous fiscal year.
24-Month Projections: Speculate projections for 24 months.
Explanation of Assumptions: Explain your ability to speculate appropriate assumptions.

What to Submit

Submit the completed Module Six Assignment Template as a Microsoft Word document. Sources should be cited according to APA style.

AI Usage

If you use gen AI tools to support your work on this assignment, be sure to follow these AI usage guidelines. You must acknowledge your use of these tools in your work. Guidelines on how to cite AI tools can be found in this Shapiro Library guide.

Module Six Assignment Rubric

Criteria	Exceeds Expectations (100%)	Meets Expectations (85%)	Partially Meets Expectations (55%)	Does Not Meet Expectations (0%)	Value
Previous Fiscal Year	Exceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner	Identifies historical information from the previous fiscal year	Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include missing or incorrect information	Does not attempt criterion	20
24-Month Projections	Exceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner	Speculates projections for 24 months	Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include missing or unrealistic projections	Does not attempt criterion	30
Explanation of Assumptions	Exceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner	Explains ability to speculate appropriate assumptions	Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include explanations that are cursory, or assumptions that are not clearly stated	Does not attempt criterion	30
Clear Communication	Exceeds expectations with an intentional use of language that promotes a thorough understanding	Consistently and effectively communicates in an organized way to a specific audience	Shows progress toward meeting expectations, but communication is inconsistent or ineffective in a way that negatively impacts understanding	Shows no evidence of consistent, effective, or organized communication	10
Citations and Attributions	Uses citations for ideas requiring attribution, with few or no minor errors	Uses citations for ideas requiring attribution, with consistent minor errors	Uses citations for ideas requiring attribution, with major errors	Does not use citations for ideas requiring attribution	10
Total:	100%

Course Documents/BUS 400 Module Six Assignment Template.docx

SNHU logo

BUS 400 Module Six Assignment Template

24-Month Pro Forma

Replace the text in brackets with the appropriate values in each row.

Income Statement	Previous Fiscal Year	24-Month Projections
Sales	$[Insert sales.]	$[Insert sales.]
Cost of goods sold	$[Insert cost of goods sold.]	$[Insert cost of goods sold.]
Gross profit	$[Insert gross profit.]	$[Insert gross profit.]
Selling expenses	$[Insert selling expenses.]	$[Insert selling expenses.]
Administrative expenses	$[Insert administrative expenses.]	$[Insert administrative expenses.]
Total operating expense	$[Insert total operating expense.]	$[Insert total operating expense.]
Income from operations	$[Insert income from operations.]	$[Insert income from operations.]
Other income	$[Insert other income.]	$[Insert other income.]
Income before tax and interest	$[Insert income before tax and interest.]	$[Insert income before tax and interest.]
Other expense (interest)	$[Insert other expense (interest).]	$[Insert other expense (interest).]
Income before income tax	$[Insert income before income tax.]	$[Insert income before income tax.]
Income tax expense	$[Insert income tax expense.]	$[Insert income tax expense.]
Net income	$[Insert net income.]	$[Insert net income.]

Explanation of Assumptions

[Insert 1‒2 paragraphs explaining how you speculated appropriate assumptions.]

References

[Cite your sources in APA.]

image1.png

BUS400ModuleSixAssignmentTemplate.docx

SNHU logo

BUS 400 Module Six Assignment Template

24-Month Pro Forma

Replace the text in brackets with the appropriate values in each row.

Income Statement	Previous Fiscal Year	24-Month Projections
Sales	$[Insert sales.]	$[Insert sales.]
Cost of goods sold	$[Insert cost of goods sold.]	$[Insert cost of goods sold.]
Gross profit	$[Insert gross profit.]	$[Insert gross profit.]
Selling expenses	$[Insert selling expenses.]	$[Insert selling expenses.]
Administrative expenses	$[Insert administrative expenses.]	$[Insert administrative expenses.]
Total operating expense	$[Insert total operating expense.]	$[Insert total operating expense.]
Income from operations	$[Insert income from operations.]	$[Insert income from operations.]
Other income	$[Insert other income.]	$[Insert other income.]
Income before tax and interest	$[Insert income before tax and interest.]	$[Insert income before tax and interest.]
Other expense (interest)	$[Insert other expense (interest).]	$[Insert other expense (interest).]
Income before income tax	$[Insert income before income tax.]	$[Insert income before income tax.]
Income tax expense	$[Insert income tax expense.]	$[Insert income tax expense.]
Net income	$[Insert net income.]	$[Insert net income.]

Explanation of Assumptions

[Insert 1‒2 paragraphs explaining how you speculated appropriate assumptions.]

References

[Cite your sources in APA.]

image1.png

ModuleSixAssignmentGuidelinesandRubric.html.zip

Module Six Assignment Guidelines and Rubric.html

BUS 400 Module Six Assignment Guidelines and Rubric

Overview

Planning and forecasting the financial viability of a new product, service, or project is essential for driving business opportunities. Regardless of a company’s key performance indicators (KPIs), senior leaders must evaluate the financial feasibility of new initiatives to ensure they can operate within budget or secure adequate funding for development and implementation. One effective way to accomplish this goal is by creating a pro forma.

A pro forma is a financial projection that estimates anticipated future performance. This forward-looking tool provides a blueprint for financial expectations, enabling stakeholders to make informed business, investment, and operational decisions.

Scenario

After receiving constructive feedback from the project management consultant on your Business Model Canvas (BMC), it’s clear that you need to focus on developing the financial component as you prepare for an upcoming funding pitch to senior leaders. However, one comment from the PM stood out: “No matter how strong the idea is, senior management will consider it a ‘no-go’ if the new product or service doesn’t demonstrate its potential to generate sales.”

As you prepare for your funding pitch in Module Seven, the PM consultant highlights the importance of including a 24-month pro forma. However, the PM cautions that funding pitches are fast-paced and decisive. Providing too much information can overwhelm senior management, prompt unnecessary questions, and ultimately undermine the purpose of your pitch and decrease your chances of approval.

Directions

The PM’s directive at this point is for you to develop a 24-month pro forma that demonstrates the potential profitability of the new product or service you're proposing in an income statement. You will use the Module Six Assignment Template linked in the What to Submit section below to complete this assignment.

To project what can be added to the company’s profitability, you can use the company’s latest income statement, which is available in the 10-K report. To support your projections, analyze other companies in the marketplace with similar products or services. Additionally, you can base your projections on the company’s recent year-end financials and key assumptions based on your market analysis. Remember, these numbers are purely speculative.

Based on your projections, you are also required to provide a budget assumptions summary. This summary should outline the key factors, estimates, and rationale used to develop the budget, providing context for the numbers presented and helping senior management understand the reasoning behind the projections and financial decisions.

Specifically, you must address the following rubric criteria:

Previous Fiscal Year: Identify historical information from the previous fiscal year.
24-Month Projections: Speculate projections for 24 months.
Explanation of Assumptions: Explain your ability to speculate appropriate assumptions.

What to Submit

Submit the completed Module Six Assignment Template as a Microsoft Word document. Sources should be cited according to APA style.

AI Usage

If you use gen AI tools to support your work on this assignment, be sure to follow these AI usage guidelines. You must acknowledge your use of these tools in your work. Guidelines on how to cite AI tools can be found in this Shapiro Library guide.

Module Six Assignment Rubric

Criteria	Exceeds Expectations (100%)	Meets Expectations (85%)	Partially Meets Expectations (55%)	Does Not Meet Expectations (0%)	Value
Previous Fiscal Year	Exceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner	Identifies historical information from the previous fiscal year	Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include missing or incorrect information	Does not attempt criterion	20
24-Month Projections	Exceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner	Speculates projections for 24 months	Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include missing or unrealistic projections	Does not attempt criterion	30
Explanation of Assumptions	Exceeds expectations in an exceptionally clear, insightful, sophisticated, or creative manner	Explains ability to speculate appropriate assumptions	Shows progress toward meeting expectations, but with errors or omissions; areas for improvement may include explanations that are cursory, or assumptions that are not clearly stated	Does not attempt criterion	30
Clear Communication	Exceeds expectations with an intentional use of language that promotes a thorough understanding	Consistently and effectively communicates in an organized way to a specific audience	Shows progress toward meeting expectations, but communication is inconsistent or ineffective in a way that negatively impacts understanding	Shows no evidence of consistent, effective, or organized communication	10
Citations and Attributions	Uses citations for ideas requiring attribution, with few or no minor errors	Uses citations for ideas requiring attribution, with consistent minor errors	Uses citations for ideas requiring attribution, with major errors	Does not use citations for ideas requiring attribution	10
Total:	100%

Course Documents/BUS 400 Module Six Assignment Template.docx

SNHU logo

BUS 400 Module Six Assignment Template

24-Month Pro Forma

Replace the text in brackets with the appropriate values in each row.

Income Statement	Previous Fiscal Year	24-Month Projections
Sales	$[Insert sales.]	$[Insert sales.]
Cost of goods sold	$[Insert cost of goods sold.]	$[Insert cost of goods sold.]
Gross profit	$[Insert gross profit.]	$[Insert gross profit.]
Selling expenses	$[Insert selling expenses.]	$[Insert selling expenses.]
Administrative expenses	$[Insert administrative expenses.]	$[Insert administrative expenses.]
Total operating expense	$[Insert total operating expense.]	$[Insert total operating expense.]
Income from operations	$[Insert income from operations.]	$[Insert income from operations.]
Other income	$[Insert other income.]	$[Insert other income.]
Income before tax and interest	$[Insert income before tax and interest.]	$[Insert income before tax and interest.]
Other expense (interest)	$[Insert other expense (interest).]	$[Insert other expense (interest).]
Income before income tax	$[Insert income before income tax.]	$[Insert income before income tax.]
Income tax expense	$[Insert income tax expense.]	$[Insert income tax expense.]
Net income	$[Insert net income.]	$[Insert net income.]

Explanation of Assumptions

[Insert 1‒2 paragraphs explaining how you speculated appropriate assumptions.]

References

[Cite your sources in APA.]

Business Finance - Management 6-2 Assignment: 24-Month Pro Forma

BUS400ModuleSixAssignmentTemplate.docx

ModuleSixAssignmentGuidelinesandRubric.html.zip

BUS400ModuleSixAssignmentTemplate.docx

BUS 400 Module Six Assignment Template

24-Month Pro Forma

References

image1.png

ModuleSixAssignmentGuidelinesandRubric.html.zip

Module Six Assignment Guidelines and Rubric.html

BUS 400 Module Six Assignment Guidelines and Rubric

Overview

Scenario

Directions

What to Submit

AI Usage

Module Six Assignment Rubric

Course Documents/BUS 400 Module Six Assignment Template.docx

BUS 400 Module Six Assignment Template

24-Month Pro Forma

References

image1.png

BUS400ModuleSixAssignmentTemplate.docx

BUS 400 Module Six Assignment Template

24-Month Pro Forma

References

image1.png

Business & Finance 6-2 Assignment (DBO)

Business Finance - Management BUS 400 Module Six Assignment Guidelines and Rubric Overview