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    Budget Preparation Guide: Prepared By: Thomas Wong Date: 21-Apr-09

    Uploaded by

    Zulqarnain
    This document provides a guide for preparing a business budget. It outlines sections to include such as an executive summary, assumptions, SWOT analysis, marketing plan, and financial budget. The financial budget section includes templates for a sales/revenue budget, operating expenses budget, advertising & promotion budget, capital budget, and cashflow budget. It provides guidance on categorizing expenses, justifying costs, and specifying timing. The guide also includes templates for a Gantt chart and budgets & projections to plan activities and forecasts over multiple years.

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    Attribution Non-Commercial (BY-NC)
    Download as PPS, PDF, TXT or read online from Scribd

    Budget Preparation Guide: Prepared By: Thomas Wong Date: 21-Apr-09

    Uploaded by

    Zulqarnain
    643 views13 pages
    This document provides a guide for preparing a business budget. It outlines sections to include such as an executive summary, assumptions, SWOT analysis, marketing plan, and financial budget. The financial budget section includes templates for a sales/revenue budget, operating expenses budget, advertising & promotion budget, capital budget, and cashflow budget. It provides guidance on categorizing expenses, justifying costs, and specifying timing. The guide also includes templates for a Gantt chart and budgets & projections to plan activities and forecasts over multiple years.

    Original Title

    Budget Template

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    This document provides a guide for preparing a business budget. It outlines sections to include such as an executive summary, assumptions, SWOT analysis, marketing plan, and financial budget. The financial budget section includes templates for a sales/revenue budget, operating expenses budget, advertising & promotion budget, capital budget, and cashflow budget. It provides guidance on categorizing expenses, justifying costs, and specifying timing. The guide also includes templates for a Gantt chart and budgets & projections to plan activities and forecasts over multiple years.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPS, PDF, TXT or read online from Scribd
    Download as pps, pdf, or txt
    643 views13 pages

    Budget Preparation Guide: Prepared By: Thomas Wong Date: 21-Apr-09

    Uploaded by

    Zulqarnain
    This document provides a guide for preparing a business budget. It outlines sections to include such as an executive summary, assumptions, SWOT analysis, marketing plan, and financial budget. The financial budget section includes templates for a sales/revenue budget, operating expenses budget, advertising & promotion budget, capital budget, and cashflow budget. It provides guidance on categorizing expenses, justifying costs, and specifying timing. The guide also includes templates for a Gantt chart and budgets & projections to plan activities and forecasts over multiple years.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PPS, PDF, TXT or read online from Scribd
    Download as pps, pdf, or txt
    of 13

    BUDGET

    PREPARATION
    GUIDE

    Prepared by: Thomas Wong


    Date : 21-Apr-09
    FINANCIAL BUDGET PREPARATION

    BUSINESS PLAN
    Executive Summary

    Major Assumptions

    SWOT Analysis

    Marketing & Sales Plan

    Financial Budget

    Budget Preparation Guide


    FINANCIAL BUDGET PREPARATION

    Business Plan
    Marketing Plan
    Gantt Chart

    Financial Budget

    Budget Preparation Guide


    FINANCIAL BUDGET PREPARATION

    GANTT CHART

      Q1 Q2 Q3 Q4

    Company Setup        

    Application for License        

    Office Renovation        

    Staff Recruitment        

    System Installation        

    System Readiness        

    Launch Date        

    Budget Preparation Guide


    FINANCIAL BUDGET PREPARATION

    SALES AND MARKETING PLAN

    Marketing Objectives

    Current Market Situations


    a. Target Markets.

    b. Business Opportunities.

    c. Competition.

    Products and Services

    Budget Preparation Guide


    MASTER BUDGET

    OPERATING FINANCIAL
    BUDGET
    BUDGET
    Sales/Revenue Budget Capital
    Budget
    Cost of Sales/Direct Cost
    Budget
    Budgeted Income
    from Operations
    Operating Expenses Budget

    Advertising & Promotion Cashflow


    Budget Budget
    Budgeted Income
    from Operations

    Budget Preparation Guide


    SALES / REVENUE BUDGET

    OPERATING • Provide Business Statistics


    BUDGET
    • Provide breakdown of
    Sales/Revenue Budget sales/revenue
    by type.
    Cost of Sales/Direct Cost
    Budget • Explain how these sales/revenue
    are achieved (business mode).
    Operating Expenses Budget • Provide calculation for the
    sales/revenue numbers together
    Advertising & Promotion with related direct cost.
    Budget
    • Specify when the sales/revenue
    targets will be achieved.
    Budgeted Income
    from Operations
    • Specify when the related direct cost
    are incurred.

    Budget Preparation Guide


    OPERATING EXPENSES BUDGET

    OPERATING 1. Categorize the expenses


    BUDGET Personnel Cost.
    Office Premises
    Sales/Revenue Budget Printing & Stationery.
    Postage & Couriers.
    Cost of Sales/Direct Cost Travel & Entertainment.
    Budget
    2. Provide justification and
    Operating Expenses Budget calculation for each type of
    expenses.
    Advertising & Promotion
    Budget 3. When to incur the expenses.

    Budgetd Income
    from Operations

    Budget Preparation Guide


    ADVERTISING & PROMOTION BUDGET

    OPERATING
    BUDGET 1. Provide a Marketing
    and Sales plan.
    Sales/Revenue Budget
    2. Provide justifications and
    Cost of Sales/Direct Cost calculations for each
    Budget type of cost.

    Operating Expenses Budget 3. How the expenses will be


    incurred.
    Advertising & Promotion
    Budget 4. When to incur the expenses.
    Budgeted Income
    from Operations

    Budget Preparation Guide


    CAPITAL BUDGET

    FINANCIAL
    1. Description of Expenditure.
    BUDGET
    2. Provide justification. Capital
    Budget
    3. Provide Costing.
    Budgeted Income
    4. When to purchase. from Operations

    5. How to finance.
    Cashflow
    Budget

    Budget Preparation Guide


    CASHFLOW BUDGET

    Budgeted Cashflow FINANCIAL


    from Operations
    BUDGET
    Capital
    Budgeted Cashflow Budget
    from Investing
    . Activities
    Budgeted Income
    Budgeted Cashflow from Operations
    from Financing Activities

    Budgeted Cashflow
    Cashflow Requirement Budget

    Budget Preparation Guide


    BUDGET & PROJECTION TEMPLATES

    Historical Budget Projection


    Year 1 to Current Year Next 4 Years
    Current Year

    Provide Provide Provide


    Yearly Monthly Yearly
    Analysis Analysis Analysis

    Budget Preparation Guide


    THE END

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