Week 5 assignment
CLC – Financial Plan
This is a Collaborative Learning Community (CLC) assignment.
Write the Financial Plan for your organization (500-750
words). Create the accompanying spreadsheet(s) and address the following in
your plan:
1. Using
Excel,create a three-year Pro Forma income statement for your organization (or
product/service). Review the resources in the topic materials for additional
information.
2. Calculate
your financial break-even point. BEP= Fixed Costs/ (unit price – variable unit
costs)
3. Identify
possible sources for investment capital if required (friends, family, banks,
USSBA, etc.).
4. Explain
how you will use financial information to help you craft your business
strategy.
5. Identify
the key financial ratiosyou will use to measure the performance of your
organization to determine success.
