...entrepreneurial plan for the development and growth of a beneficial and profitable venture incorporating the necessary marketing, financial, legal, organizational and administrative components. Course Objectives After completing the course, the student will be able to: 1. Apply acquired business skills (finance, accounting, marketing, management, negotiation, human relations, legal, and administrative) to create an intra or entrepreneurial business plan for the development and growth of a beneficial and profitable venture. 2. Improve on key business skills including writing, oral communications, goal-setting, and organizational leadership and planning. 3. Produce a business planning document that will enable you to successfully implement your Purpose III Constructive Action project. Course Relevance to CA The course introduces the students to business management: planning, organizing, staffing, directing, and controlling that are applicable to managing entrepreneurial or intrapreneurial ventures. This course prepares the students for real life business operations and teaches them practical application of theoretical learning. Course Prerequisite Purpose I Constructive Action Required Textbook: Stutely, R. (2007). The definitive business plan: the fast-track to intelligent business planning for executives and entrepreneurs. Financial TimesPrentice Hall. ISBN: 978-0273710967. Other Required Readings: h Handouts, New York Times, The Wall Street Journal, Internet...
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...[pic] Table of Contents 1.0 Executive Summary 2.0 Company Summary 1. 2.1 Start-up Summary a. Table: Start-up 3.0 Services 4.0 Market Analysis Summary a. Table: Market Analysis 5.0 Strategy and Implementation Summary 1. 5.1 Sales Forecast a. Table: Sales Forecast 2. 5.2 Milestones a. Table: Milestones 6.0 Management Summary 7.0 Financial Plan 1. 7.1 Start-up Funding a. Table: Start-up Funding 2. 7.2 Projected Profit and Loss a. Table: Profit and Loss [pic] 1.0 Executive Summary INSTRUCTIONS: Summarize the key points of your business plan. Type your topic text here. 2.0 Company Summary INSTRUCTIONS: Describe your company, who you are, where you operate. Type your topic text here. 2.1 Start-up Summary INSTRUCTIONS: Summarize your Start-up table numbers, both expenses and assets. Type your topic text here. Table: Start-up |Requirements | | | | | |Start-up Expenses | | |Expense 1 |$0 | |Expense 2 |$0 | |Expense 3 |$0 | |Expense 4 ...
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...Financial Case Analysis Summary Paper Instructions The purpose of this assignment is to provide a "hands on" experience to synthesize the personal finance concepts that you have learned throughout the semester by applying them to a "real life" individual or family. You'll also have an opportunity to work with fellow class member and "pick each other's brains" OR ALONE as you research your case and present the results of your analysis in a paper. Here's what you need to do: 1. Select a financial case. A variety of ages, situations, and financial challenges have been provided. Feel free to add additional assumptions to the case as long as they are realistic for the situation and described in your report. 2. Prepare a written report summary paper not to exceed 10 pages (single-spaced, double between paragraphs). 3. Be creative! Your financial case analysis should include the following items, as appropriate: • A discussion of the strengths and weaknesses of the individual or family's financial situation • Correction of any misinformation that the individual or family has about financial topics • Comments about the individual or family's cash flow • Comments about emotional issues related to the individual or family's financial situation • Calculations of the savings required to reach financial goals • 3 to 5 recommended action steps to improve the individual or family's financial situation • Recommended financial products such as bank...
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...organization for a specified period of time, typically about 5 years (note: usually 6 mo, one year). The plan can be used internally to guide the marketing activities or it can be used to communicate with external audiences to raise capital. There are important questions to keep in mind as you design the plan. 1. Is the marketing idea valid? 2. What is unique or distinctive about the product or service that separates it from substitutes and competitors? 3. Does a viable market exist for the product or service? 4. Are the financial projections sound? 5. Is the management team competent? 6. How will the investors get their money back with a return on investment? In order to help you answer these questions and many others, the course provides the following items. * "Building an Effective Marketing Plan" as Appendix A on page 48 of your textbook (it includes an example of a marketing plan) * "Financial Aspects of...
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...Progress in Conflict Environments CA - Contribution Analysis CSME - Conflict Sensitivity Monitoring and Evaluation Executive Summary There are many different monitoring and evaluation techniques used by the industry that could be adapted to post conflict zones. They all have different strength and weaknesses that need to be weigh up carefully to fit the technique to the situation. The techniques investigated are: · International Country Risk Guide (ICRG) uses different variables to measure a country’s creditworthiness and estimate its ability and willingness to comply with its financial obligations. · Contribution Analysis (CA) is a logic model that evaluates the degree of contribution that the intervention is making to the observed measures. · Measuring Progress in Conflict Environments (MPICE) measures the effectiveness of diplomatic, military, and development efforts · Conflict Sensitivity Monitoring and Evaluation provides a detailed understanding of the conflicts context. Some of these techniques are more theoretical than others and can be applied in different speed and with different understanding of the conflict zone. Contents 1. Monitoring and Evaluation Techniques .............................................................................................. 1 1.1 International Country Risk Guide (ICRG) ....................................................................................... 1 1.2 Contribution Analysis (CA)...
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...AM and 1:00 PM – 4:00 PM |7 | |30 July 2011 8:00 AM -11:00 AM and 1:00 PM – 3:00 PM |5 |30 July 2011 8:00 AM -12:00 AM and 1:00 PM – 5:00 PM |8 | | |30 hours | |30 hours | | | | | | Financial Management (GSFINMA) Course Description Financial Management is an introduction to the key principles and analytical tool of corporate...
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...SCHOOL OF URBAN & REGIONAL PLANNING SURP 841: Real Estate Decision Making Fall 2011 COURSE OUTLINE Instructor: Office: E-mail: Telephone: John S. Andrew, Ph.D., M CIP, RPP Robert Sutherland Hall, Room 525 john.andrew@queensu.ca 613-533-6000 ext. 75756 Session Time: Mondays, 11:30 am - 2:20 pm Session Room: Robert Sutherland Hall, Room 554 Overview of the Course The course is an introduction to the concepts, principles and analytical methods involved in making the broad variety of key investment decisions regarding commercial real estate. It is designed to supplement, rather than replace SURP 844: Real Estate Project Planning. Therefore, the emphasis of this course is on commercial real estate investment rather than development. However, some elements of the latter will inevitably be addressed. The focus will be on fullyoperational income-generating properties, primarily large in scale. The main asset types of office, industrial, retail and multi-unit residential will be discussed (and possibly a few more specialized types). Another emphasis of the course will be on the micro level – the evaluation of the investment merits of individual properties (or at least individual transactions). Less attention will be paid to the macro level i.e. portfolio management. To the extent possible, the course content (including readings, cases and assignments) will be Canadian (although it is recognized that real estate investment is increasingly a global endeavor). This is primarily...
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...WRITING A FINANCIAL STATEMENT ANALYSIS REPORT FOR A POTENTIAL USER The financial analyst should research, analyse and evaluate the company’s consolidated financial results. He/she should then compare such analysis and evaluation with that of a competitor or more working in the same industry group. The competitor should have the similar size (measured by total assets, sales turnover, number of employees, and/or capital employed) of the main company. The competitor should also have the same legal form as that of the main company (e.g. both companies should be Public Limited Company). It is essential that a financial analyst should write out a well-organised and structured financial statements analysis report in an appropriate format and style to an identified user of accounting information, using headings and sub-headings to indicate topics discussed. This report should include the key groups of ratios, and identify the key issues, explanations, and main findings obtained from the calculated ratios, horizontal and vertical analyses, and other sources of information. Then, the analyst should come to appropriate conclusions, implications, limitations, and recommendations. A suggested approach to write a good report is demonstrated below. I. Abstract * Report Objective; * Main Findings. II. Summary of the Basic Company Information Before looking at any of the different analysis techniques, it is good to spend some time doing a little bit of background research...
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...Chapter 01 Introduction to Accounting and Financial Reporting for Governmental and Not-for-Profit Entities True / False Questions 1. Special purpose governments generally provide a wider range of services to their residents than do general purpose governments. True False 2. Examples of general purpose governments include cities, towns, and public schools that receive tax revenue to finance the services they provide. True False 3. The Governmental Accounting Standards Board (GASB) is the body authorized to establish accounting principles for all state and local governments, both general purpose and special purpose. True False 4. The Governmental Accounting Standards Board (GASB) is the body authorized to establish accounting principles for all government entities. True False 5. The Financial Accounting Standards Board (FASB) is the body authorized to establish accounting principles for all colleges and universities and health care entities. True False 6. Neither governmental nor not-for-profit entities have residual equity that can be distributed to owners. True False 7. A characteristic common to governmental and not-for-profit organizations is that they do not exist to provide goods or services at a profit or profit equivalent. True False 8. The needs of users of government financial reports are the same as those of users of business entity financial reports. True False 9. The Federal...
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...The inclusion of a brief summary (‘Executive Summary’) is standard reporting practice and is meant to act as a guide to the contents of the report and to highlight major conclusions and recommendations. The Executive Summary derives its name from the practice of providing the executives of an organisation, that is, those responsible for making decisions and taking appropriate action, with a concise outline of the major points in a report to save them time. The detail can be pursued in more depth later by a complete reading of the report. The structure of the Executive Summary should follow the structure of the report and include brief statements on the following: definition of the problem aims and objectives methods/data sources key findings conclusions any recommendations for action. The Executive Summary should be brief and succinct, and may use point form to achieve this. As a rule-of-thumb, allow one page for every 5,000 words up to a maximum of five pages, and using headings in longer Executive Summaries. The inclusion of an Executive Summary is not a substitute for discussion/exposition in the full report. Example of an Executive Summary Problem context & Purpose of report Method Results Conclusions Recommendations Limitations This report provides an analysis and evaluation of the current and prospective profitability, liquidity and financial stability of Outdoor Equipment Ltd. Methods of analysis include trend, horizontal and vertical...
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...risk management strategy that supports Web-based systems? Why the risks are associated with disruption of these web-based systems critical and require diligent consideration? CMGT 442 Week 1 Summary For this first week’s weekly summary topic, please find and summarize an IS risk management related current event. You may reference any source (Newspaper, Magazine, e-article, etc.) but please be sure to cite your source based on APA standards. Please keep your summary concise (1 paragraph) and include your perspective(s) and conclusion(s). If your source is web based, you may include a hyperlink to the reference website. You may post your article summary at any time during the week. Please provide peer feedback to at least one of your fellow class member’s article summary. CMGT 442 Week 2 DQ 1 Based on the Keston (2008) article, how important is enterprise identity management for reducing risk throughout the enterprise? Explain why a viable risk management strategy must include, at a minimum, a solid enterprise identity management process. CMGT 442 Week 2 DQ 2 DQ 2: Based on the Barr (2009) article, what type of software should be considered to provide adequate security management across the enterprise? Is this a practical solution? Why or why not? CMGT 442 Week 2 Summary This week as we explore risk control models, please summarize two “technology use”...
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...business plan for a new venture. Students will also learn how to work in groups to achieve common goals. Requirement The group is required to prepare a business plan either to establish a new business (see pages 197-218 of the prescribed text for a sample of business plan). The report should include the following: * Executive summary * Business description and background * Marketing * Operations and production * Financial analysis and projections * Critical risks * Implementation timetable * Conclusion and recommendations * References * Appendix Choice of business Develop a business plan for commercialising an innovative product or process and relating to any industry. (However, students enrolled for 3.313 Entrepreneurship and Small Business for Tourism and Hospitality are required to choose a tourism/hospitality related business only). Based on the business plan, make recommendations whether the venture is a commercially viable option. Group process and expectations Each group should consist of no more than five students. Students should give the names of the group members and the topic chosen to the lecturer for approval by end of second week. The group should meet regularly for discussion and keep a record of meetings along with dates and decisions taken (see page 4). Assessment and break-up of marks The assignment is worth 100 marks (see page 3). Individual marks are finalised based on the weight of the peer...
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...GB550 Financial Management Unit 1 Final Project Click Link Below To Buy: http://hwaid.com/shop/gb550-financial-management-unit-1-final-project/ Unit 1 Final Project Overview: The Final Project is due at the end of Unit 5. Overview The purpose of the Final Project Research Paper is to examine capital-structure theory, issues, and debates, while showing how capital-structure choices affect a firm’s return on investment (ROI) and its risk profile. Directions Your Assignment is to select a publicly-held company and to analyze its capital structure, applying the theories and principles found in Chapter 15 of the text. The structure of your research paper should include: • A preview of capital structure issues • Business and financial risks related to capital structure • Modigliani and Miller’s [MM] capital-structure theory • Criticisms of the MM model and assumptions • Capital structure evidence and implications • Estimating the firm’s optimal capital structure A firm’s optimal capital-structure is that mix of debt and equity that maximizes the stock price. At any point in time, management has a specific target capital structure in mind, presumably the optimal one, though this target may change over time. For example, financial management may choose a 50% equity financing [stock] and 50% debt [bond] financing. Several factors influence a firms’ capital structure, including: • Business risk • Tax position • The need for financial flexibility • Managerial...
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...HelloArea/Weight EXECUTIVE SUMMARY HD (16) The Executive Summary is inviting, previews the structure of the report and overviews the main points. DI (14) The Executive Summary creates some interest, previews the structure of the report and overviews the main points. CR (12) The Executive Summary adequately previews the structure of the report and overviews the main points but may not be particularly inviting. PA-NN (0-10) The Executive Summary is not clear about the structure of the report and/or fails to overview the main points. It is not particularly inviting. Mark/20 CONCLUSION Synthesis/summary of ideas/recommendation Area/Weight BACKGROUND Conclusion effectively wraps up and gives specific, feasible recommendations. Very smooth flow of summary points. Conclusion effectively summarises the report gives specific, feasible recommendations. Smooth flow of summary points. Conclusion is recognisable and ties up almost all loose ends and gives a recommendation. Fairly smooth flow of summary points. Conclusion does not effectively summarise main points and contains no recommendations. Choppy flow of summary points. PA-NN (0-5) The company, product and target country background information is unclear, too general or not related to the topic. PA-NN (0-20) Analysis characterised by generalisations and statements of the obvious. Also, a reliance on narration or description rather than analysis. Little IB theory applied. Analytical tools and economic indicators...
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...agencies. | 3. Which group would be the most interested in a business plan for a new venture? a. | Customers | b. | Lenders | c. | Supervisors | d. | The Internal Revenue Service | 4. Jill is writing a business plan for a small home based operation. If well written, the business plan will assist her in determining if a. | the business aligns with personal goals. | b. | an investor would be a perfect fit for the proposed company. | c. | suppliers can be found for the operation. | d. | outsiders can be made into insiders. | 5. The document that assists an entrepreneur and the management team focus on important issues and activities is a. | the organization chart. | b. | the budget. | c. | the sales analysis. | d. | the business plan. | 6. A business plan a. | is best for telling insiders about the company. | b. | is more important than the final outcome. | c. | is not the business. | d. | will ensure success. | 7. A good business plan leads to a successful company when the entrepreneur and management team a. | identify all unexpected events. | b. | make decisions realizing that change may hurt the new company. | c. | understand the plan is static. | d. | effectively execute the plan....
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