Budgeting and Forcasting-Business Proposal wk 1-wk7
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busn-278-13087_-_budgeting_and_forecasting_files.zipCourse_Project_Budget_Proposal_Template.docx
Your Company Name
Your Company Name
Budget Proposal
For
[Enter Years Here]
BUSN-278
[Term]
Professor[name]
DeVry University
Table of Contents
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Section |
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Subsection |
Title |
Page Number |
1.0 |
Executive summary |
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2.0 |
Sales Forecast |
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2.1 |
Sales Forecast |
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2.2 |
Methods and Assumptions |
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3.0 |
Capital Expenditure Budget |
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4.0 |
Investment Analysis |
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4.1 |
Cash flows |
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4.2 |
NPV Analysis |
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4.3 |
Rate of Return Calculations |
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4.4 |
Payback Period Calculations |
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5.0 |
Pro Forma Financial Statements |
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5.1 |
Pro Forma Income Statement |
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5.2 |
Pro-Forma Cash flow Statement |
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5.3 |
Pro-Forma Balance Sheets |
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6.0 |
Works Cited |
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7.0 |
Appendices |
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7.1 |
Appendix 1: [description] |
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7.2 |
Appendix 2: [description] etc |
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[Please put page numbers in the last column of the table of contents above, as they apply to your finished assignment. Do this after your project is complete. Also, remove this text and all text that is in italics in this template when finished your project.]
[Also, please submit your Excel Spreadsheet which shows your supporting calculations]
( 1.0 Executive Summary )
The first paragraph of this executive summary should give a brief description of the business to which this budget applies. Very briefly describe the products and services of this company, the geographical or demographics of the customers it serves, and why people purchase the main product of this business. Much or all of this will be found in the Business Profile provided to you. Please use your own words, and please do not simply copy and paste the explanation in the course materials. Make assumptions if necessary.
Also, provide a second paragraph which describes how the budget supports the company’s strategy.
Finally, provide a third paragraph where you summarize the key points from your budget, including the planning horizon, the amount of up-front investment, the NPV, Payback and IRR of the project, as well as key figures from your income statement, cash flow statement, and balance sheet.
Remember, this is not a thesis or introduction of what you will talk about – it contains the major, specific content of each section. The second and third paragraph should be written after you have completed all other sections of this template.
As you complete sections of this template, please remove all italicized text in all sections of this template and replace it with your own or you will lose points!
( 2.0 Sales Forecast )
Briefly introduce the sales forecast section.
2.1 Sales Forecast
Here you should include a simple table showing the years and the total sales for each year, along with a brief explanation of why sales are expected to rise, fall, change, or stay the same in certain years. Provide a brief explanation of the sales forecast, indicating why you expect sales to rise or fall during the planning horizon. Your explanation should be consistent with the trends and changes in sales found in your table:
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Year 1 |
Year 2 |
Year 3 |
Year 4 |
Year 5 |
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Sales |
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2.2 Methods and Assumptions
Here you should describe how you arrived at your sales forecast in section 2.1. You should also provide any detailed calculations that led you to the sales forecast values. You should also summarize any research or figures that led you to make this sales forecast.
( 3.0 Capital Expenditure Budget )
Here you should provide a screenshot of your capital expenditure budget, also listing the sources of data and assumptions that led to each line item in table format. Briefly describe the total investment and, if necessary, why major items are necessary to achieve the company’s strategy.
( 4.0 Investment Analysis )
Briefly describe the NVP, IRR, accounting rate of return, and payback period for this analysis. Indicate the discount rate you used, and how you arrived at it.
4.1 Cashflows
Provide an excel spreadsheet screenshot that shows how you arrive at the net cash flows for each period in your planning horizon and describe its highlights.
4.2 NPV Analysis
Provide a screen shot of your Excel NPV Analysis here, and describe its highlights.
4.3 Rate of Return
Provide a screen shot of your IRR and Accounting Rate of Return calculations here, and explain the highlights.
4.4 Payback Period
Provide a screen shot of your Excel calculation of the payback period for this venture.
( 5.0 Pro-Forma Financial Statements )
Briefly introduce this section here.
5.1 Pro-Forma Income Statement
Describe key figures and assumptions from the income statement, such as important profit or sales figures and their causes. Also, provide a screen shot of your pro-forma income statement.
5.2 Pro-Forma Cash Flow Statement
Provide a screen shot of the cash flow statement and describe the impact of the budget on cash balances.
5.3 Pro-Forma Balance Sheets Provide a screen shot of your balance sheets, and describe key figures they contain.
( 6 .0 Works Cited )
List any sources you cited in the body of your report.
( 7.0 Appendi ces )
NOTE: Start this section at the top of a new page.
This section of the budget proposal is where you’ll attach all of the supporting materials that you’ve referenced in the preparation of your plan, and that is too detailed or extensive to be included in the body of the report. Use this page to separate the appendices from the text in the body of your report. Make certain that you update the table of contents to include the title of each exhibit in the appendix and its page number.
7.1 Appendix 1: [put a description here]
7.2 Appendix 1: [put a description here]
7.3 Appendix 1: [put a description here]
Project Activity Week 1.docx
DeVry University
Course Project
BUSN278 Budgeting and Forecasting
Student Project Activity – Week 1
A. Week 1: Section 1.0 Executive Summary
B. TCOs Addressed:
TCO 10: Given a description of a new business, new product, service or project develop, present and defend the budget.
C. Project Activity Overview – Scenario / Summary:
You have been asked to create a budget proposal for one of these businesses: Papa Geo’s Restaurant, The Cutting Edge Landscaping, or Wireless World Electronics Retail Store. This week you will begin working on the proposal by drafting the Executive Summary.
Use the Budget Proposal Template.docx.
D. Deliverables:
Save the first paragraph of Section 1.0 Executive Summary Draft as YourName_Project_WK1.docx and upload to the Week 1 Project Dropbox.
E. Project Tasks:
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Task 1: |
Download the Budget Proposal Template.docx from DocSharing.
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Task 2: |
Download the Course Project Description.docx. from DocSharing. |
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Task 3: |
Review the three different business scenarios. |
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Task 4: |
Select the business for which you will create a budget proposal. |
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Task 5: |
Draft the first paragraph of the Section 1.0 Executive Summary. |
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Task 6: |
Save the Draft and submit to the dropbox. |
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F. Grading Criteria
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END OF WEEK 1 |
Copyright ®© 2010 by DeVry Educational Development Corporation.
All rights reserved. No part of this work may be reproduced or used in any form or by any means – graphic, electronic, or mechanical, including photocopying, recording, Web distribution or information storage and retrieval systems – without the prior consent of DeVry Educational Development Corporation.
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BUSN278_Project_Activity_ Week_1.doc
