...FINANCIAL SERVICES BUSINESS PLAN 2007 – 2010 C Salter Chief Financial Services Officer Audit Exchequer & Procurement Projects Revenues Development & Supplies Accountancy Service Strategic Technical Venues Accountancy Estates Accountancy Management http://web1.com/finance Issue 1 March 2007 Process Owner: Chief Financial Services Officer Authorisation: Christine Salter Page 1 of 17 FINANCIAL SERVICES BUSINESS PLAN 2007 - 10 Contents 1. Overview of Service 1.1 1.2 1.3 Service Aims Services Provided Resources Summary 2. Contribution to Corporate Plan and Service Context 3. Performance Report 3.1 3.2 3.3 Performance Indicators Customer Focussed Services Achievements Against Corporate and Service Objectives 4. Future Service 4.1 4.2 Programmes, Projects & Improvement Actions Developing Internal and External Communication 5. Aligning Resources 5.1 5.2 5.3 5.4 5.5 Finance & Assets Efficiency People IT Delivered Systems Knowledge 6. Action Plan 6.1 6.2 6.3 Risk Assessment Sustainability & Equality Appraisal Business Continuity Appendices A. B. C. D. E. F. Issue 1 Business Objectives Matrix 2007/10 Business Objectives Update 2006/07 Workforce Planning Template 2007/08 Budget Analysis (i) Sustainability & (ii) Equality Appraisal Matrix Business Continuity Template March 2007 Process Owner: Chief Financial Services Officer Authorisation: Christine Salter ...
Words: 18040 - Pages: 73
...Plan Small Business Finances Assessment 1: Simulated Workplace Scenario: Introduction: For the case of this task, I will be simulating that I have invested my life savings to start a small business, that of a bakery. Having had previous skills in this industry, and already locating an ideal position with minimal competition, I will now undertake a number of financial projections for the business, with the end goal being to obtain finance to help with the start-up costs. The document will cover aspects as follows: Part A: • All costs, fixed and variable, relating to the start-up and general running of the business. • Prices of goods based off of costs and profit margin. • Break even sales points. • Pricing strategies related to market conditions. • Projected profit statement. Part B: • Set profit targets/goals. • Identify working capital requirements. • Identify asset requirements and asset management strategies. • Prepare cash flow projections. • Identify capital investment requirements. • Select budget targets and monitor financial performance. Part C: • Start-up and ongoing financial requirements • Sources of potential finance. • Cost of securing finance and strategies in order to obtain it. Part A: Research: The general running of the business will be done by myself and 2 full time employees, from a single location, operating 6 days a week, Monday through Saturday. The initial set up costs for the location, including 2 months of upfront rent and a...
Words: 1303 - Pages: 6
...Section 1 Current Situation: Self-introduction: My name is Kevin as an oversea bachelor student, I have studied in University of New South Wales for 4 years. My mother is a staff of Agricultural Bank of China and she is divorced which means that she spent almost all her life’s deposit to send me here for study. She is a great mum and I love her so much. I don’t want her to be too hard by financial pressure. That is negative to her cardiac disease. I share the apartment with other uni-students. Staying in the living-room means lower rent ($110 per week) needed to pay. Casual job during the semester can cover my general expense. On the other hand, I still focus on the studying to make sure the average mark reaching the credit. I stayed in Sydney for the whole summer vacation without traveling or going back to my hometown for Christmas or Chinese New Year in the last 3 years. I worked 6 days a week to save more money as possible as thus I can pay a small part of the education fee by myself. And the difference for this summer is that I taking two extra courses. Therefore this summer I have set an aim to pay these courses fee by 3 month working before next semester start. For completion the target I set at the beginning of the summer holiday, I spent money as less as possible I can. Thus the snowballing financial report for the last three month looks very simple only few categories illustrated above. The sum of this period is -3210.8 which means that I need to save...
Words: 1932 - Pages: 8
...Boeing Manages to Plan March 22, 2011 Boeing is the world’s leading aerospace company and the largest manufacturer of commercial jetliners and military aircraft combined. Boeing has more than 158,000 employees in over 70 countries, including the United States (Boeing.com). This company is known for its innovation and seems to constantly make plans to stay ahead of the competition. A portion of their mission statement includes “we will strive for continuous quality improvement in all that we do, so that we will rank among the world’s premier industrial firms in customer, employee, and community satisfaction” (Boeing.com). It is clear that this company relies heavily on its management staff and planning teams. It is common knowledge that Boeing consists of two business systems which are Boeing Commercial Airplanes and Boeing Defense, Space, and Security. The corporate functions that guide Boeing are Business Development and Strategy, Communications, Engineering, Operations and Technology, Finance, Human Resources and Administration, and the Office of Internal Governance. Each department has its own set of goals and objectives to evaluate and implement with the company’s overall mission in mind. The Business Development and Strategy team is an extension of the management, marketing, and research teams, they provide information and advice on the business goals. Shepard Hill is the head of Boeing’s large Business Development and Strategy team. His role includes “analyzing...
Words: 1148 - Pages: 5
...STRATEGIC PLAN FORMAT & TEMPLATE PART ONE: The Writing Process The formal plan should be written using the following parts: 1. Cover Page (contains the school name/logo, title of your paper (STRATEGIC PLAN for name of your company), submitted to: name of your professor, in partial fulfillment of the course requirement Business Policy and Strategy 2. Acknowledgment (contains expression of thanks or gratitude to persons that helped make possible the completion of your plan.) 3. Table of Contents 4. Chapter 1 – Company Profile 5. Chapter 2 – STRATEGIC PLAN 6. Bibliography (list all your references or sources of ideas. This is a MUST!) Other Writing Mechanics 1. Double space your work observing correct spacing rule. 2. Use pagination. 3. Use Arial font 4. Use font size 12. 5. Book bind 3 copies (only upon approval of your draft submission). 6. Others: Send as PDF copy to me (only upon approval of your draft submission). PART 2 STRATEGIC PLAN FORMAT and TEMPLATE 1. Present your company 2. History (how did it come about) [pic] Note: All Strategic plan proposals should be accompanied with a ‘Table of Contents’ and should be in the order depicted below. Executive Summary | | |Give brief outline of the (Org/Dept). ...
Words: 1006 - Pages: 5
...for incident operations was often overlooked or not given enough emphasis. This resulted in poor use of resource, inappropriate strategies and tactics, safety problems, higher incident costs, and lower effectiveness. Planning involves evaluating the situation, developing incident objectives, selecting a strategy, and deciding which resources should be used to achieve the objectives in the safest, most efficient and cost-effective manner. The primary phases of the planning process are essentially the same for the Incident Commander who develops the initial plan. For the Incident Commander and Operations Section Chief revising the initial plan for extended operations, and for the incident management team developing a formal IAP, each following a similar process. During the initial stages of incident management , planners must develop a simple plan that can be communicated through concise verbal briefings. Frequently, this plan must be developed very quickly and with incomplete situation information. As the incident management effort evolves over time, additional lead time, staff, information system, and technologies enable more detailed planning and cataloging of events and lesson learned. In my opinion the planning process is the most helpful in the Subdivisions of the ICS chart. During any incident it is important to always have something planned before anything ever happens that way you are always prepared to react. You must give yourself time to analyze every situation and...
Words: 320 - Pages: 2
...Captain Jack Sparrow in Pirates of the Caribbean: "True enough, this compass does not point north." "...Where does it point?" "It points to the thing you want most in this world.” “If everyone is thinking alike, then no one is thinking.” Saskatchewan as a Player in the Global Resources Market in 2014 Jean-Pierre Colin Capital Markets Strategies JPColin@Sympatico.Ca Mobile: 416-573-4300 2 Synopsis Jean-Pierre Colin draws from his 34 years of experience and wisdom as an investment banker and mining executive to outline criteria for success for mining companies. He also discusses how junior mining company executives in Saskatchewan must “think differently” because: seemingly small decisions by management can affect corporate survival in these times of crisis in the financial markets the new sources of capital that have emerged in the last decade impose important changes in corporate strategy the mining industry in Saskatchewan as a group must promote innovative initiatives to enhance it’s continued importance in the provincial economy. IF EVERYONE IS THINKING ALIKE, THEN NO ONE IS THINKING 3 Survival of an Industry Charles Darwin: “It is not the strongest of the species that survive, nor the most intelligent, but the one most responsive to change.” Is this a down cycle or a fundamental and permanent shift in capital markets? For how long? What will make it revert? Who will survive? IF EVERYONE IS THINKING ALIKE...
Words: 5746 - Pages: 23
...Executive summery The paper represents the process of the planning and organizing of Beximco Pharmaceuticals, Beximco Pharmaceuticals Limited (BPL/ the Company) was incorporated as a public limited company in Bangladesh in 1976. It commenced its manufacturing operation in 1980. The company was listed with Dhaka Stock Exchange in 1985 and with Chittagong Stock Exchange on its debut in 1995. Beximco Pharmaceutical Ltd is the manufacturer and marketer of pharmaceutical product under chemical divisions of Beximco Group. Beximco Pharmaceuticals is one of the leading pharmaceutical companies in Bangladesh. It also is one of the biggest suppliers of pharmaceutical product of any Bangladeshi based company. BPL is the first Bangladeshi company to supply pharmaceutical product to Riffles Hospital the most prestigious hospital of Singapore In 2005, BPL took over Beximco Infusions Ltd., a listed company of the Beximco Group engaged in manufacturing and marketing of intravenous fluids and got enlisted with the Alternative Investment Market (AIM) of the London Stock Exchange through issuance of Global Depository Receipts (GDRs). Shares of the Company are traded in Dhaka and Chittagong Stock Exchanges of Bangladesh and its GDRs in AIM of the London Stock Exchange. The paper seeks information on the planning and organizing system that used at BPL. Different methods have been employed to analyze the data both from primary and secondary sources. It gives an idea of how information on purchases...
Words: 3604 - Pages: 15
...APPENDIX 1: Course Check Lists for PLAN, PLAB, and PLAD programs SCHOOL OF URBAN AND REGIONAL PLANNING PLAN / UP001 CURRICULUM STUDENT NAME: _____________________________________________________________ *STUDENTS ARE EXPECTED TO MAINTAIN THEIR OWN ACADEMIC HISTORY* CHECKLIST PLAN 01 (Year 1) FALL 2013 __________ PLG 100 Intro. to Urban & Regional Planning __________ PLG 120 Understanding the Planning Process __________ ECN 104 Introductory Microeconomics __________ POL 123 Urban Local Government __________ Elective: Lower Level Liberal Studies (TABLE A) GEO 108 PLAN 02 (Year 1) WINTER 2014 __________ PLG 200 Planning Principles __________ PLG 220 Planning Studio I __________ ENH 617 Applied Ecology __________ SOC 104 Understanding Society __________ Elective Lower Level Liberal Studies (TABLE A) PHL 306 PLAN 03 (Year 2) FALL 2014 __________ PLG 300 Theories in Urban and Regional Planning __________ PLG 310 Statistics for Planners __________ PLG 320 Planning Studio II __________ Elective Lower Level Liberal Studies (TABLE A) PHL110 __________ Elective Professionally-Related http://www.ryerson.ca/calendar/2014-2015/pg3639.html , PLAN 04 (Year 2) WINTER 2015 __________ PLG 400 Introduction to Policy Planning __________ PLG 410 Planning Analysis __________ PLG 420 Land Use Planning Studio I __________ Elective Upper Level Liberal Studies (TABLE B)__________________________ __________ Elective Professionally-Related...
Words: 379 - Pages: 2
...MANAGE OPERATIONAL PLAN BSBMGT515A Table of contents 1. Introduction (1) 2. Operational planning within The Iconic (2) 3. Components of operational plan (3) 4. Budgets (4) 5. Forecasts (5) 6. Environmental Scanning (6) 7. Key performance indicators (7) 8. Acquire Resources (8) 9. Monitor Operational Performance (9) 10. Monitor and review operational performance (10) 11. TOWs analysis on The Iconic (11) 12. Summary (12) 13. Reference list (13) Introduction (1) Planning means factoring in all aspects of what needs to happen in the future in order to ensure that it all gets done in the time available. In a business environment we use operational plans to ensure that targets are met within given timeframes and to satisfactory quality standard. There are three types of plan used at different levels within an organisation: * Strategic plan * Business plan * Operational plan The strategic plan is developed for long-term planning and covers a period of about five years. The strategic plan specifies the missions and goals of the organisation including decisions on how resources, both capital and human, will be allocated to meet organisational goals. A business plan sits between the highest-level plan (the strategic plan) and the operational plan. A business plan is a formal statement of a set of business goals and objectives that are to be achieved to meet the strategic objectives of the organisation. The...
Words: 3208 - Pages: 13
...business opportunity or the problems to provide for in future. Present and future opportunities must be found out so that planning may be undertaken to take advantage of them. 2. Collecting and analysing information: The next step is to gather adequate information and data relating to the planning to be made. The facts and figures collected will help in framing realistic plans. Further, the information gathered has to be analysed for proper interpretation. 3. Establishment of clear-cut objectives: After collecting and analysing information, the management should lay down in clear-cut terms, the objectives of the enterprise as a whole as well as objectives of every section of the enterprise. 4. Determining planning premises and constraints: Planning is always based on certain assumptions regarding the future which are known as planning premises. Thus it is a forecast of conditions like trends in population, political and economic environment, production costs, advertisement policy, availability of labour, material, power, etc. Further there will be constraints like Government control which affect the plans. Plans should be formulated by the management in the backdrop of such premises and constraints. 5. Finding out the alternative courses of action Generally, in every situation there is more than one possible course of action. As such, in the light of the analysis of the information gathered, the possible alternative course of action should be...
Words: 684 - Pages: 3
...Even after investing over 10 lakhs in an MBA degree from one of highly advertised business school, Rajesh is still looking for an entry level job which can fetch him atleast 20-25,000 rupees per month so that he can start repayment of the loan his farmer father had taken from village landlord to finance his MBA. Rajesh completed his engineering from a private engineering college with a hope that he will be able to get a regular job which will minimize the uncertainty attached with the earnings from agriculture. He has seen his father losing sleep every year, when the rain gods played mischief. He has felt the anxiety at home till the time the payment for each crop was realised and all the small borrowings taken during the season for the crop were repaid. His father tried to fulfil all his financial needs so that he can be what he wants to be. Rajesh studied hard during his engineering course but he could not get any job during campus placements. After futile job search for over one year, few friends advised Rajesh to get an MBA degree. They said that MBA is a sure shot way to get a highly paid and high ranked job in a large MNC. He was lured by big advertisements of business schools which promised the students an ultra-modern campus and dream jobs. But even after attending over 25-30 job interviews, the best job he was offered was of sales executive with a “CTC” of rupees 2.5 lakh per annum but having fixed salary component of less than 10,000 rupees a month. Most of us reading...
Words: 1047 - Pages: 5
...Learn how to successfully plan and manage a wedding! Run your own wedding planning business, or plan your own wedding Learn about the tasks involved in managing a wedding event - hiring the band, liaising with the photographer, organising catering, finding the best deal for hiring venues and equipment, and much more! Learn procedures that will enable you to be VERY well organised Learn about all the different options open to a bride and groom when planning what kind of wedding they would like to have. The wedding planner needs to be able to stay calm when everyone around is not... and this course will show you how! Lesson Structure There are 9 lessons in this course: Introduction: Covers the nature, scope, opportunities and options available when planning a wedding. Looks at different types of weddings, understanding ceremonies (different religions, celebrants etc), receptions and working with wedding photographers, reception centres, churches etc. Planning: Choosing locations, services, products to use from reception centres, rings, the church or venue, catering and flowers. Also covers themed weddings, destination weddings and off-beat weddings. Managing People: Handling different personalities and the role of different members of the party. Managing Locations: Reception, Church, Photo Shoot Location, Pre Wedding Hen/Stag Parties etc. Managing the Programme: Arrivals, Departures, Ceremonies, Speeches, Entertainment, Eating, Drinking, Dancing etc. Other Issues:...
Words: 454 - Pages: 2
...solely be solely based on just that. Most events are held to raise money or awareness of a new product line. Some events could be to raise money for charity and could also improve customer service. There are various purposes for events, these include the following: * Celebrations (fairs, parades, weddings, reunions, birthdays, anniversaries) * Education (conferences, meetings, graduations) * Promotions (product launches, political rallies, fashion shows) * Commemorations (memorials, civic events) Planning Planning is the first stage of the project life cycle, this is because you cannot say you want to hold an event and do nothing about it, or expect everything to come to fruition just by doing nothing whatsoever. One has to plan for an event way ahead of the event date to accommodate for any mishaps and unexpected issues. Planning for an event will entail the delegation of work amongst those involved in the project, now in regards to launching a new product delegation of tasks and activities will have to be a build up to main event. For example within the project officials you may want to delegate different tasks in association with their departments, so in this...
Words: 1237 - Pages: 5
...Sales & Operation Planning Adrian Rader American Public University Kristopher Bradshaw Sales & Operation Planning Sales and operation planning sets the foundation for any successful business. In order to succeed a company must be prepared from the beginning and set the groundwork or procedures it will follow. From customers to sales and marketing to developing, the sales and operations planning is designed to set up all the plans for every aspect of the business. The process in done is phases and tasks must be done before everyone can come together at the first meeting. Meetings must be set up well in advanced to allow everyone involved adequate time to prepare their part of the meeting. The process has been becoming more prevalent with businesses as they see the importance of this step. It is important early on that everyone knows their role. In the mid-1980s, Oliver Wright developed the sales and operations planning process. “He essentially recommended to his manufacturing clients that they get Sales plans from their Sales organizations to use as a basis for production planning” (Lapide, 2014). The tasks that must be done before the first meeting are simple. The people who should be part of the process need to know in order for them to prepare for the first meeting. The dates need to be set for first yearly meetings to allow for adequate preparations. If the company is going to use technology, the software must be tested to make sure the accuracy is correct...
Words: 1687 - Pages: 7
