Budgeting and Forcasting-Business Proposal wk 1-wk7
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project_activity_week_7.docDeVry University
Course Project
BUSN278 Budgeting and Forecasting
Student Project Activity – Week 7
A. Week 7: Section 5.3: Pro Forma Balance Sheet, Finalized Budget Proposal and Presentation
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:
Use the Budget Proposal Workbook.xlsx and Budget Proposal Template.docx to develop pro-forma balances sheets for the new business. Also create and defend the budget.
D. Deliverables:
Complete Section 5.3: Pro-Forma Balance Sheets. Also, provide pro forma balance sheets and other supporting budget calculations in MS Excel template tab 5.0 in Budget Proposal Workbook.xlsx. Also, put the finishing touches on your appendices and works cited sections and complete your executive summary. Update the table of contents with page numbers. Create a PowerPoint presentation complete with notes defending the presentation.
Add section 5.3, Works Cited Section 6.0, any content to Appendices Section 7.0, your Executive Summary, and updated Table of Contents (with page numbers) to the Budget Proposal Template.docx and save it as YourName_Project_WK7.docx. Also add the pro forma balance sheets to Section 5.0 or the Budget Proposal workbook.xls and save it as YourName_Worksheet_WK7.xlsx and upload both files to the Week 7 Project Dropbox.
E. Project Tasks:
|
Task 1: |
Add Pro Forma Balance Sheets to Section 5.0 of the Budget Proposal Workbook.xls and the Budget Proposal Template.docx Section 5.3. |
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Task 2: |
Add any works cited, appendices or other details to your Budget Proposal Template.docx. Also complete your Executive Summary and Page Numbers in the Table of Contents. |
|
Task 3 |
Save the Excel and Word documents, and submit them to the Week 7 Project Dropbox. |
|
Task 4 |
Create and Save a Powerpoint Presentation presenting and defending the Budget Proposal, placing notes in the presentation indicating your assumptions and defense of the budget components. |
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Task 5 |
Submit the PowerPoint presentation to the Week 7 Presentation Dropbox. |
F. Grading Criteria: Project Proposal
|
Item |
Description |
Points |
|
Content |
All parts of the template are fully completed. |
5 |
|
Executive Summary |
Executive Summary presents the major details of the Budget Proposal and adequately describes the business. |
10 |
|
Sales Forecast |
Sales Forecast is based on sound methodology and is complete. |
15 |
|
Capital Expenditure Budget |
Capital Expenditure Budget is complete with capital expenditure items properly identified. |
15 |
|
Investment Analysis |
Investment Analysis is complete with NPV, Rates of Return, Payback Period and Net Cash Flow Calculations. |
15 |
|
Pro-Forma Financial Statement Interaction |
The Income Statement, Cash Flow Statement, and Balance Sheet are properly constructed and are internally consistent. |
15 |
|
Assumptions and Primary Research |
Assumptions and sources of financial estimates are understandable and reasonable for all financial statements. |
15 |
|
Total |
|
90 |
G. Grading Criteria: Presentation
|
Item |
Description |
Points |
|
Spelling and Grammar |
There are no spelling or grammatical errors. |
5 |
|
Summarization |
The key points from the budget proposal are presented at the right level of detail. |
20 |
|
Professionalism |
The layout of the slides, color schemes, and content are readable and highly professional. |
5 |
|
Total |
|
30 |
|
End of Week 7 |
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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_7.doc
