Budget Preparation V1

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Budget Preparation V1

  1. 1. BUDGET PREPARATION GUIDE Prepared by: Thomas Wong Date : 21-Apr-09
  2. 2. BUSINESS PLAN Executive Summary Major Assumptions SWOT Analysis Marketing & Sales Plan Financial Budget FINANCIAL BUDGET PREPARATION Budget Preparation Guide
  3. 3. FINANCIAL BUDGET PREPARATION Financial Budget Business Plan Gantt Chart Marketing Plan Budget Preparation Guide
  4. 4. FINANCIAL BUDGET PREPARATION Budget Preparation Guide         Launch Date         System Readiness         System Installation         Staff Recruitment         Office Renovation         Application for License         Company Setup Q 4 Q 3 Q 2 Q 1   GANTT CHART
  5. 5. SALES AND MARKETING PLAN Marketing Objectives Current Market Situations a. Target Markets . b. Business Opportunities . c. Competition . Products and Services FINANCIAL BUDGET PREPARATION Budget Preparation Guide
  6. 6. Sales/Revenue Budget Cost of Sales/Direct Cost Budget Operating Expenses Budget OPERATING BUDGET Budgeted Income from Operations Capital Budget MASTER BUDGET FINANCIAL BUDGET Budgeted Income from Operations Cashflow Budget Advertising & Promotion Budget Budget Preparation Guide
  7. 7. Sales/Revenue Budget Cost of Sales/Direct Cost Budget Operating Expenses Budget OPERATING BUDGET Budgeted Income from Operations SALES / REVENUE BUDGET Advertising & Promotion Budget <ul><li>Provide Business Statistics </li></ul><ul><li>Provide breakdown of sales/revenue </li></ul><ul><li>by type. </li></ul><ul><li>Explain how these sales/revenue are achieved (business mode). </li></ul><ul><li>Provide calculation for the sales/revenue numbers together with related direct cost. </li></ul><ul><li>Specify when the sales/revenue targets will be achieved. </li></ul><ul><li>Specify when the related direct cost are incurred. </li></ul>Budget Preparation Guide
  8. 8. Sales/Revenue Budget Cost of Sales/Direct Cost Budget Operating Expenses Budget OPERATING BUDGET Budgetd Income from Operations OPERATING EXPENSES BUDGET Advertising & Promotion Budget <ul><li>Categorize the expenses </li></ul><ul><li>Personnel Cost. </li></ul><ul><li>Office Premises </li></ul><ul><li>Printing & Stationery. </li></ul><ul><li>Postage & Couriers. </li></ul><ul><li>Travel & Entertainment . </li></ul><ul><li>Provide justification and calculation for each type of expenses. </li></ul><ul><li>When to incur the expenses. </li></ul>Budget Preparation Guide
  9. 9. Sales/Revenue Budget Cost of Sales/Direct Cost Budget Operating Expenses Budget OPERATING BUDGET Budgeted Income from Operations ADVERTISING & PROMOTION BUDGET <ul><li>Provide a Marketing </li></ul><ul><li>and Sales plan. </li></ul><ul><li>Provide justifications and </li></ul><ul><li>calculations for each </li></ul><ul><li>type of cost. </li></ul><ul><li>How the expenses will be </li></ul><ul><li>incurred. </li></ul><ul><li>When to incur the expenses . </li></ul>Advertising & Promotion Budget Budget Preparation Guide
  10. 10. Budgeted Income from Operations Capital Budget FINANCIAL BUDGET Cashflow Budget CAPITAL BUDGET <ul><li>Description of Expenditure. </li></ul><ul><li>Provide justification. </li></ul><ul><li>Provide Costing. </li></ul><ul><li>When to purchase. </li></ul><ul><li>How to finance. </li></ul>Budget Preparation Guide
  11. 11. Budgeted Income from Operations Capital Budget FINANCIAL BUDGET Cashflow Budget CASHFLOW BUDGET . Budgeted Cashflow from Operations Budgeted Cashflow from Investing Activities Budgeted Cashflow from Financing Activities Budgeted Cashflow Requirement Budget Preparation Guide
  12. 12. BUDGET & PROJECTION TEMPLATES Historical Year 1 to Current Year Provide Yearly Analysis Budget Current Year Provide Monthly Analysis Projection Next 4 Years Provide Yearly Analysis Budget Preparation Guide
  13. 13. THE END

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