This week, you will start working on Project Activity 2.
In Week 1, you selected a business for which you’ll make a budget proposal. Your first step is to create a sales forecast (in sales dollars) when no historical data is available. Use methods such as historical analogy, expert judgment, consumer surveys, the Delphi method, or calculations based on population distributions, estimated growth rates, or expected market penetration rates to arrive at reasonable sales figures for your business for the next 5 years. Use the Budget Proposal Workbook.xlsx and Budget Proposal Template.docx.
You will be graded on correct analysis, proper use of spreadsheet technology, and business-like presentation of the information.
Grading Rubric
| Section 2.0 Sales Forecast (Draft) Deliverable | Points |
|---|---|
| There is a 5-year sales forecast in the Word document Section 2.1 and the Excel spreadsheet (in sales dollars). | 3 |
| The 5-year forecast appears to be based on research, reasonable assumptions, and the methodologies described in the course based on the description in section 2.2 of the template. | 4 |
| The 5-year forecast calculations appear to be correct. | 3 |
| Total Points | 10 |
Week 3 Project Activity: Capital Expenditure Budget (Draft)
Use the Budget Proposal Workbook.xlsx and Budget Proposal Template.docx to develop and present a capital expenditure budget for your new business startup. You will be graded on correct analysis, proper use of spreadsheet technology, and business-like presentation of the information.
Grading Rubric
| Section 3.0 Capital Expenditure Budget (Draft) Deliverable | Points |
|---|---|
| Capital Expenditures items have been correctly identified. | 6 |
| Cost of these items appear reasonable and based on primary research. | 6 |
| The Capital Expenditure budget is properly constructed in the Excel template and the calculations appear correct. | 4 |
| The Capital Expenditure section of the word template is complete and correctly describes the capital expenditure budget and underlying assumptions. | 4 |
| Total Points | 20 |
Week 4 Project Activity: Investment Analysis (Draft)
Use the Budget Proposal Workbook.xlsx and Budget Proposal Template.docx to develop and present an Investment Analysis for your new business startup. You will be graded on correct analysis, proper use of spreadsheet technology, and business-like presentation of the information.
Grading Rubric
| Section 4.0 Investment Analysis (Draft) Deliverable | Points |
|---|---|
| The cash flows show detailed inflows and outflows, as well as net cash flows. | 6 |
| The NPV Analysis is properly calculated and presented. | 6 |
| The Rate of Return calculations are properly calculated and presented. | 4 |
| The payback period is properly calculated and presented. | 4 |
| Total Points | 20 |
To start I will attach my week 1 course project activity along with the information you will need on the business! I will also attach the necessary documents to complete the tasks.
Project activity 2 (sales forecast):Use the Budget Proposal Workbook.xlsx and Budget Proposal Template.docx.
Project activity 3 (capital expenditure budget): Use the Budget Proposal Workbook.xlsx and Budget Proposal Template.docx to develop and present a capital expenditure budget for your new business startup.
Project activity 4 (investment analysis):Use the Budget Proposal Workbook.xlsx and Budget Proposal Template.docx to develop and present an Investment Analysis for your new business startup
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