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budget_proposal_workbook_2.xlsxcourse_project_budget_proposal_template_1_2 x
Course Project
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The Budget Proposal project is intended to be a comprehensive evaluation of the key objectives covered throughout this course. It will challenge you to apply your knowledge of the budgeting process (including sales forecasting) when creating a budget proposal for a new business startup. Please use this outline and grading rubric as a guide in completing your course project. It provides specific details of the required elements of the project, and will be used by your instructor as a grading guide.
The documents you need to complete the project are located in DocSharing. The Course Project Description provides an overview of the project, as well as the information pertaining to the business for which you will prepare the budget proposal. The weekly Project Activity documents provide a detailed description of the project content that is due each week. All of your work will be done in the Budget Proposal Template and the Budget Proposal Workbook.
The following guidelines should be used when completing your project:
- Even though this is not a scientific-type writing assignment, and is mostly creative in nature, references are still important. At least one authoritative, outside reference is required (anonymous authors are not acceptable). These should be listed on the last page titled “Works Cited.”
- Appropriate citations are required.
- All DeVry University policies are in effect, including the plagiarism policy.
- The Final Budget Proposal and Presentation are due during
Week
7 of this course. Weekly drafts are due as indicated in the Course Project Description document located in DocSharing.
- Any questions about this paper may be discussed in the weekly Q&A Discussion topic.
- This project is worth 180 total points and will be graded on quality of content, organization, proper use of citations as necessary, and grammar and sentence structure.
- The formatting standards outlined in the Budget Proposal Template should be followed.
Each week you will complete a section of the project in draft form. In Week 7, you will submit the final version of the project’s Budget Proposal Template, Budget Proposal Workbook, and Budget Presentation in PowerPoint.
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Deliverable |
Points |
| Section 1.0 Executive Summary (Draft) | |
| Section 2.0 Sales Forecast (Draft) | |
| Section 3.0 Capital Expenditure Budget (Draft) | |
| Section 4.0 Investment Analysis (Draft) | |
| Section 5.1 Pro Forma Income Statement (Draft) | |
| Section 5.2 Pro Forma Cash Flow Statements (Draft) | |
| Final Budget Proposal Template and Budget Proposal Workbook | |
Detailed grading rubrics for the weekly drafts and the final project are located in the weekly Project Activity documents in DocSharing.
- Complete a first draft and then go back to edit, evaluate, and make any changes required.
- Use visual communication to clarify and support the written part of your report. The Budget Proposal Template indicates where visual aids are required. You may include additional forms of visual communication to support your assumptions and ideas.
- Consider your audience when preparing the Budget Presentation
Instructions
| BUSN-278 Budgeting and Forecasting Template Instructions |
| Use this spreadsheet structure to lay out the various sections of your project. |
| The purpose of this spreadsheet is to make it easy for your professor to locate the |
| various sections of your project. Please don’t alter the Worksheet Tabs or titles. |
| After you finish your calculations in this spreadsheet, you will have to |
| create a written report where you take screenshots from this spreadsheet |
| and put them in the Budget Proposal Template, along with necessary |
| explanations. Detailed instructions for how to write the report |
| are found in the Budget Proposal Template, a word document. |
2.1 & 2.2 Sales Forecast
| Put your sales forecasting calculations here. |
3.0 Capital Expenditure Budget
4.1 Cashflows
| Put your detailed cash inflows and cash outflows here, also showing net cash flow. |
4.2 NPV Analysis
| Create an NPV Analysis here. |
4.3 Rate of Return Calculations
| Show your rate of return calculations in this worksheet. |
4.4 Payback Period Calculations
| Show your payback period calculations here. |
5.0 Pro Forma Financials
| Put your Pro-Forma Income Statement, Balance sheet and statement of cash flows here, along with any other supporting calculations or schedules. |
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 |
Title |
Subsection |
Page Number |
|
| 1.0 | Executive summary | |||
| 2.0 | Sales Forecast | |||
| 2.1 | ||||
| 2.2 | Methods and Assumptions | |||
| 3.0 | Capital Expenditure Budget | |||
| 4.0 | Investment Analysis | |||
| 4.1 | Cash flows | |||
| 4.2 | NPV Analysis | |||
| 4.3 | Rate of Return Calculations | |||
| 4.4 | Payback Period Calculations | |||
| 5.0 | Pro Forma Financial Statements | |||
| 5.1 | Pro Forma Income Statement | |||
| 5.2 | Pro-Forma Cash flow Statement | |||
| 5.3 | Pro-Forma Balance Sheets | |||
| 6.0 | Works Cited | |||
| 7.0 | Appendices | |||
| 7.1 | Appendix 1: [description] | |||
| 7.2 |
Appendix 2: [description] etc |
[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]
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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 describeshow 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, cashflow 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!
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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:
Year 1
Year 2
Year 3
Year 4
Year 5
Sales
2.2Methods 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.
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3.0 Capital Expenditure Budget
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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.
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4.0 Investment Analysis
)
Briefly describe theNVP, 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 cashflows for each period in your planning horizon and describe its highlights.
4.2NPV Analysis
Provide a screen shot of your Excel NPV Analysis here, and describe its highlights.
4.3Rate of Return
Provide a screen shot of your IRR and Accounting Rate of Return calculations here, and explain the highlights.
4.4Payback Period
Provide a screen shot of your Excel calculation of the payback period for this venture.
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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.
5.2Pro-Forma Cash Flow Statement
Provide a screen shot of the cashflow statement and describe the impact of the budget on cash balances.
5.3Pro-Forma Balance Sheets
Provide a screen shot of your balance sheets, and describe key figures they contain.
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6
.0
Works Cited
)
List any sources you cited in the body of your report.
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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]
