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Elaborate on the current trend in the area of humility in leadership, it’s effect on subordinates, how to measure this qualities of humility, and how to identify them in others.

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Expanding on the previous work you created on this topic, please perform the following:

1. Elaborate on the current trend in the area of humility in leadership, it’s effect on subordinates, how to measure this qualities of humility, and how to identify them in others.

2. Include an introduction of the topic that includes a historical definition based on literature

3. Include a discussion of the current research in the field over the last 5 years.

4. Include a section that addresses future questions that will need to be addressed and/or explored in research. What do we need to explore next? What areas/questions are other researchers saying we still don’t know.

5. Use a minimum of ten substantial journal article resources as references.

6. Minimum of 10pages in length (not including the title page, abstract, or reference pages)

7. Include APA style reference page at the bottom.

Who is the client system…Cam, Abby, the family…please explain and defend your position.

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Just answer the three discussion question down below pertaining to the case CALL ME CAM you did for me. I’ve attach the paper you need for me and also the case to help you guard you through. Thank you so much.

Question 1. Who is the client system…Cam, Abby, the family…please explain and defend your position.

Question 2. What is the role of social workers in providing HRT evaluations? What are the advantages of providing Cam with a HRT letter indicating he is psychologically cleared for HRT? Disadvantages?

Queston 3.
What are the risks/benefits of Transgender Hormone Replacement Therapy? What are the pros and cons for Cam of proceeding with medical intervention now?

Calculate the projected transportation costs for the firm for next year. Assume that the products were shipped in equal amounts to the two distributors.

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QSO 322 Acme Bicycle Case Study.

The purpose of this case study is to apply a number of the key concepts covered in the course textbook to a notional business case. Consider yourself the supply chain manager (SCM) for this company. In this position, you work closely with the plant production manager to support the production schedule. The production schedule is updated every quarter based on the latest sales estimates from the marketing department. You also work with the purchasing department regularly for reorder of raw materials from various suppliers. Another one of your key responsibilities is that you manage the warehouse, so you are responsible for the efficient use of the limited warehouse space that you do have. You must maintain sufficient inventory to ensure that there are no work stoppages because of stock outages. As the SCM, you are also responsible for outbound transportation and finding economical means to ship finished goods in a timely manner. In view of your wide range of responsibilities as the SCM, you play a vital role in the profitability of your company.

Company background: Acme Bicycle Company is a medium-size bicycle manufacturer located in Wichita, KS. It specializes in “theme” bicycles for children and teenagers. The themes include princesses from fairytales and animals, which are popular with girls, and aliens, robots, and sports heroes, which are popular with boys. As such, Acme Co. routinely produces its bicycles in small batch sizes to follow the latest popular trends with its children and teenager customer base. This also ensures that the company will not be left with unsold bicycles that are out of style with its customer base. The following is a summary of Acme Co.:

Product lines: At any one time, Acme Co. is likely to be in the process of producing three different types of bicycles based on market demand projections and current finished goods inventory levels. Additionally, the profit levels of each of the bicycles vary, and at times, the production of higher-profit bicycles takes precedence over lower-profit bicycles based on production and material capacities and production constraints of the labor force and production machinery. Specific information on production and transportation costs and the sales price of the bicycle product line are given in the case study data sheet. For purposes of this case, unit profit for each bicycle is calculated by subtracting the production and transportation costs from the sales price.

Production line: To construct a bicycle, the Acme Co. production line has consolidated and streamlined its production process so that bicycle building can be accomplished in three segments on the production line. These segments are the Metal Shop for initial molding and shaping of the metal parts, the Components shop for the building of component sets, which include the seats, tires, and accessories for each unique bicycle, and the Final Assembly shop for the assembly of all the components together, the final inspection, and testing. Due to the nature of the work in the three production segments, each segment has a different capacity level of how many bicycles it can produce in a normal workday. Acme’s normal production is 40 production hours a week to cover production requirements for most of the year. Production occurs Monday through Friday, and the work hours of the production crew are designed such that some workers come in early to start up the assembly line and some workers come in later to close down the assembly line. Lunch breaks are staggered such that some work is being done throughout the entire 8-hour production shift. However, during peak demand periods, such as the Christmas season, Acme Co. can begin overtime production for up to 12 hours per day for limited periods. Naturally, this overtime will result in higher labor costs, which will decrease profit, so overtime is used only sparingly.

Components Workshop: For each bicycle, the Components Workshop must build a components set for each of the different types of bicycles produced in the assembly line. Production must ensure that there are sufficient component sets built to support production, so part of the SCM’s job is to ensure that the Components Workshop production is adequate throughout the production cycle.

Inventory Management: In order to minimize overall cost of inventory, Acme Co. practices just-in-time inventory on the production line to the greatest extent possible. However, there is a requirement for a warehouse at the production location to ensure a continuation of operations in the event of production variation. This warehouse space is limited in capacity in order to minimize the carrying costs of inventory and help prevent the possibility of having obsolete stock. Acme Co. orders its parts using the economic order quantity called for by the purchasing department.

Suppliers: Acme has been in business for over a decade and now has established purchasing relationships with several key suppliers of the raw materials such as metal, rubber, plastics, and so on. Since Acme’s production levels vary greatly throughout the year, its ordering levels vary greatly as well.

Distributors: Acme does not retail its bicycles directly to the public but ships to two different wholesalers that have distribution centers in the geographic region. One is located in Denver, CO, and the other is in Omaha, NE. The shipping costs for each of these wholesalers’ locations differ, and this amount affects the profitability of the final sale. It is important to consider the shipping costs, as this greatly affects profitability, and the plant accountant is concerned about the rising costs of shipping. Data for calculating shipping costs is given in the case study data sheet. The SCM must provide accurate estimates of shipping costs to the plant accountant to ensure sufficient cash flow to cover operating expenses.

Product support: Acme Co. prides itself on having a very durable product, and each bicycle comes with a limited warranty for 1 year from date of purchase. In order to support this warranty policy, Acme Co. maintains a set-aside amount of capital to honor warranty claims by way of a warranty liability account. This set-aside is based on the historical failure rates and the sales within the warranty period. The plant accountant must ensure that the right amount of money is available in the warranty liability account. If the amount is too small, Acme Co. will not be able to honor its warranty commitments to its customers. However, since the warranty liability account must be kept in a very liquid form in order to cover the variances of honoring warranties, this amount accrues very little interest and could make much greater interest for the company if the money were used for other purposes. Data needed for calculating the amount of the warranty liability is given in the case study data sheet. The amount of the liability is based on the production costs for the estimated percentage of warranty claims, for each type of bicycle, plus the average transportation costs of the two distributors, for that same number of bicycles.

Case Analysis Scenario and Questions

You are an SCM for Acme Co., and the plant director wants to ensure that there will be sufficient logistic support for the anticipated production schedule. A key question for the plant director is “Will I be able to meet the production requirement of the anticipated market demand given my capacity?” The plant accountant is also concerned about profit given the rising cost of materials and shipping costs. Some of the key questions on the plant accountant’s mind are “What will this production run cost so that I can ensure that we have adequate cash flows?” and “What will our profit be given our product mix and shipping costs?” Use the accompanying case study data sheet for the underlying data. In order to answer their concerns, answer the following questions:

  1. Senior management feels that the company can expand further in the market but that its sales force needs to focus on more than just taking orders from the customers. The customer service representatives must understand the bigger picture of the service outputs that their firm provides for their customers. Identify the four key service outputs associated with the supply chain, and describe them in relation to this company.
  2. As the supply chain manager, your task is to integrate the many functions within the field of logistics into a cohesive, effective, and efficient operation. However, in order to do this, you must keep in mind the objectives of logistics integration in the first place. Identify and describe the six key objectives of logistics integration.
  3. The accountant was going over last fiscal year’s sales to calculate profit and is interested in December through March. In February and March, backorder spare parts necessitated that the metals were outsourced. What was the pre-shipping profit for those months?
  4. Calculate the projected transportation costs for the firm for next year. Assume that the products were shipped in equal amounts to the two distributors. Assume also that the average sales for the four months given will be the average for the entire year.
  1. All sales that are covered under a warranty require the firm to keep a certain level of cash for warranty liability or reserves. This is based on the sales and percentage of the products estimated to fail. What is the warranty liability for all the bicycles estimated to be sold during next December?
  2. The marketing director stated that the distributor in Colorado got a call for 150 Scorpion bicycles last month. There were 30 Scorpions in transit. They had 110 on the shelf to sell. What was the fill rate for that item at that location?
  3. A logistics manager must consider various factors before deciding on what mode of transportation to use. What are the five factors to consider before making this decision?
  4. Senior management is considering building a new warehouse, but they are not familiar with the various means to design a warehouse for basic handling considerations. Define and describe the four basic designs for package handling for senior management.
  5. You notice that the inventory of metals is being consumed more rapidly than planned. If you run short of the metal stock, you can order your metals from your outsource supplier. For which of the three bicycle types would you outsource the metals as a last resort and why?
  6. Due to a snowstorm in the region, incoming supplies are in danger of exhausting the current inventory. If supplies got low, which product would you first cut production on so as to conserve your inventory? What would be your last product to cut? How would you make that decision?
  7. You just received the production plan for December through March, based on the sales projections. Do you see any problems with this production schedule? Assume that the current inventory will be exhausted by the end of the month.
  8. One of the key indicators of success in inventory management is inventory turn. Calculate the inventory turn for the front safety reflectors (each bike has one). The average annual sales have been 5,500, and the average inventory level for the reflectors has been 500.
  9. Stockouts are a serious concern for all inventory managers. In order to prevent stockouts, each item in the inventory has a reorder point. Calculate the reorder point for the brake pads.
  10. There is a cost to the ordering process, and determining the quantity to order each time requires that several factors are taken into consideration. Determine the EOQ for the brake pads.
  11. Selecting a proper order selection method is an essential first step for a warehouse manager. If Acme Co. wanted to ensure it segregated its finished goods inventory for its specific customers, what order selection technique should it use?
  12. The Components Workshop is reconsidering its batch sizing. It wants to estimate the best lot size for the upcoming production year. The estimate for the annual demand will be based on 9 times the average of the 4 months of the Projected Sales in the Data Sheet, due to the exceptionally high demand in December. What is EPQ for the upcoming year’s production run? (Use the video Production Planning: EPQ Example to assist you with completing this problem).

What impact has technology made on access to medical care?What measures have been or can be employed to overcome problems related to physician maldistribution and imbalance?

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The are about 6 questions need to be answer after reading Essential U.S. Health Care System book Chapter 4 and 5 and the chapters attached. when you answer the questions, make sure to cite from the chapters. Here are Instructions how they need to be answer Health care system
All questions are answered completely; resources and readings to support ideas are cited. NO spelling errors/thoughts and sentences are complete, clear and concise. Cites resources where necessary to backup theory from the book.
Answer the following key point questions. Your answer should be 200-300 words.
1. What are the two major objectives of Chapter 4?
2. What measures have been or can be employed to overcome problems related to physician maldistribution and imbalance?
3. What impact has technology made on access to medical care?
4. What is meant by technology diffusion?
o What type of medical devices are classified as Class III?
o What type of approval do they require from the FDA?

Critically discuss and analyse the key physical, cognitive and psychosocial changes which occur during midlife, placing this within a life course perspective.

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Below is the assignment Nr: 1

Knowledge

Learning outcomes Upon successful completion of this module, students will have demonstrated Knowledge:

  1. Critical analysis of factors affecting health, well-being and illness through the later life course.
  2. Evaluate theoretical perspectives of health, well-being, illness and social power and their application to adulthood and ageing.

Skills:

  1. Engage in self/directed learning in the development of an evaluative essay.
  2. Evaluation of the application of research, theories and approaches to health, wellbeing, and development through adulthood to old age, presented in an essay form.

Assignment 001

This assessment requires students to complete a 2500 word written assignment related to sociological analysis of the life course, with particular emphasis upon ageing.

This work will be assessed by staff testing learning outcomes 1/2/3 and will contribute to 50% of the final module. Mark Weighting:

50% Please note that this is an individual assignment and the policy of the University on “Policy on Cheating, Collusion and Plagiarism” applies.

Essay Title (please choose one title only)

  • To what extent would you agree with the claim that death and dying are taboo subjects in contemporary society? Critically analyse this question and incorporate different historical constructions of death and dying.
  • How might representations and experiences of old age differ across culture and history, and what are the challenges we face in an ageing society?
  • Critically discuss and analyse the key physical, cognitive and psychosocial changes which occur during midlife, placing this within a life course perspective.

(picked this one among the 3questions)

Below is the assignment 2

Assignment 002 Due to the current social distancing measures there will be an alternative assessment to a time constrained test (TCT).

This assessment requires a 1500-word written essay on the title as below.

Que.2

Title: Discuss the statement that ‘we can all age successfully’ by evaluating the role of psychological and psychosocial factors and their relationship to health, wellbeing and illness through the later life-course.

This will be assessed by staff testing learning outcomes 1/2/4 and will contribute to 50% of the final module mark. This is also a submission Mark Weighting: 50% Assessment Regulations For further information regarding Assessment Regulations, extenuating circumstances or extensions and academic integrity.

Reading List Please access your reading list from the library website.

To access it, please go to https://moduleresources.sunderland.ac.uk/ and search for your module.

The assessment criteria covers,

Relevance, Knowledge, Analysis, Argument and Structure, Critical Evaluation, Presentation, Reference to Literature.

Generic Assessment Criteria – Undergraduate Bachelor’s degree These should be interpreted according to the level at which you are working Categories Grade Relevance Knowledge Analysis Argument and Structure Critical Evaluation Presentation Reference to Literature 86 – 100%

The work examined is exemplary and provides clear evidence of a complete grasp of the knowledge, understanding and skills appropriate to the Level of the qualification. There is also unequivocal evidence showing that all the learning outcomes and responsibilities appropriate to that Level are fully satisfied.

At this level it is expected that the work will be exemplary in all the categories cited above. It will demonstrate a particularly compelling evaluation, originality, and elegance of argument, interpretation or discourse. 76-85% The work examined is excellent and demonstrates comprehensive knowledge, understanding and skills appropriate to the Level of the qualification.

There is also excellent evidence showing that all the learning outcomes and responsibilities appropriate to that level are fully satisfied.

At this level it is expected that the work will be excellent in the majority of the categories cited above or by demonstrating particularly compelling evaluation and elegance of argument, interpretation or discourse and there may be some evidence of originality 70 – 75%

The work examined is of a high standard and there is evidence of comprehensive knowledge, understanding and skills appropriate to the Level of the qualification. There is also clearly articulated evidence demonstrating that all the learning outcomes and responsibilities appropriate to that level are satisfied At this level it is expected that the standard of the work will be high in the majority of the categories cited above or by demonstrating particularly compelling evaluation and elegance of argument, interpretation or discourse. 60 – 69% Directly relevant to the requirements of the assessment A substantial knowledge of relevant material, showing a clear grasp of themes, questions and issues therein Good analysis, clear and orderly Generally coherent and logically structured, using an appropriate mode of argument and/or theoretical mode(s) May contain some distinctive or independent thinking; may begin to formulate an independent position in relation to theory and/or practice. Well written, with standard spelling and grammar, in a readable style with acceptable format Critical appraisal of uptodate and/or appropriate literature. Recognition of different perspectives. Very good use of source material. Uses a range of sources 50 – 59% Some attempt to address the requirements of the assessment: may drift away from this in less focused passages Adequate knowledge of a fair range of relevant material, with intermittent evidence of an appreciation of its significance Some analytical treatment, but may be prone to description, or to narrative, which lacks clear analytical purpose Some attempt to construct a coherent argument, but may suffer loss of focus and consistency, with issues at stake stated only vaguely, or theoretical mode(s) couched in simplistic terms Sound work which expresses a coherent position only in broad terms and in uncritical conformity to one or more standard views of the topic Competently written, with only minor lapses from standard grammar, with acceptable format Uses a variety of literature which includes some recent texts and/or appropriate literature, though not necessarily including a substantive amount beyond library texts. Competent use of source material. 40 – 49% Some correlation with the requirements of the assessment but there are instances of irrelevance Basic understanding of the subject but addressing a limited range of material Largely descriptive or narrative, with little evidence of analysis A basic argument is evident, but mainly supported by assertion and there may be a lack of clarity and coherence Some evidence of a view starting to be formed but mainly derivative. A simple basic style but with significant deficiencies in expression or format that may pose obstacles for the reader Some up-to-date and/or appropriate literature used. Goes beyond the material tutor has provided. Limited use of sources to support a point. 4 | P a g e 35 – 39% Relevance to the requirements of the assessment may be very intermittent, and may be reduced to its vaguest and least challenging A limited understanding of a narrow range of material Heavy dependence on description, and/or on paraphrase, is common Little evidence of coherent argument: lacks development and may be repetitive or thin Almost wholly derivative: the writer’s contribution rarely goes beyond simplifying paraphrase Numerous deficiencies in expression and presentation; the writer may achieve clarity (if at all) only by using a simplistic or Barely adequate use of literature. Over reliance on material provided by the tutor. terms repetitious style The evidence provided shows that the majority of the learning outcomes and responsibilities appropriate to that Level are satisfied – for compensation consideration. 30 – 34% The work examined provides insufficient evidence of the knowledge, understanding and skills appropriate to the Level of the qualification. The evidence provided shows that some of the learning outcomes and responsibilities appropriate to that Level are satisfied. The work will be weak in some of the indicators. 15-29% The work examined is unacceptable and provides little evidence of the knowledge, understanding and skills appropriate to the Level of the qualification. The evidence shows that few of the learning outcomes and responsibilities appropriate to that Level are satisfied. The work will be weak in several of the indicators. 0-14% The work examined is unacceptable and provides almost no evidence of the knowledge, understanding and skills appropriate to the Level of the qualification. The evidence fails to show that any of the learning outcomes and responsibilities appropriate to that Level are sat

Create an international business or international venture outside of the U.S. (e.g., export/import, franchising, manufacturing, joint venture, etc.)

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Create an international business or international venture outside of the U.S. (e.g., export/import, franchising, manufacturing, joint venture, etc.)
Define the name, nature of the business, and brief background of the company and industry. Be sure this venture is created and is unique and innovative.
State the specific target market for the venture.
Create a strategic plan that includes the following (in any order you decide):
An analysis of the competitive advantage of your venture (Why will it be successful?).
A PESTLE analysis, or a similar business analysis process, of the host country.
A 6- to 12-month timeline of your venture’s expansion.
A list of SMART goals.
A summary of startup human resources and marketing concepts.
A SWOT analysis of the venture that evaluates at least four challenges and advantages and/or opportunities and threats (e.g., cross-cultural, foreign currency, legal, etc.).
Suggest recommendations to overcome the challenges and threats from the SWOT you conducted.

Define and describe the four generations – name, timeframe, and a description of that group’s characteristics.

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This week, you will consider your own diverse cultural and generational background and how it impacts the care you provide to your patients.

For this written assessment we will focus on generational diversity in the nursing population. Click here to download table 12.2. on p. 379 of your textbook. Review and address the following:

  1. Define and describe the four generations – name, timeframe, and a description of that group’s characteristics.
  2. Choose the group to which you belong. Explain how you think that you fit with this assessment of that generation. (I belong to the millennial generation being born in 1981)
  3. Select any other group to which you do not belong. Explain how those from your group can learn from that group, and explain how that group could learn from yours.

References

Minimum of four (4) total references: two (2) references from required course materials and two (2) peer-reviewed references. All references must be no older than five years (unless making a specific point using a seminal piece of information)

Style

Unless otherwise specified, all the written assignment must follow APA 6th edition formatting, citations and references.

Number of Pages/Words

Unless otherwise specified all papers should have a minimum of 600 words (approximately 2.5 pages) excluding the title and reference pages.

Headings will be all first (level 1) headings. Centered and bold

Four Generations

My Generation

Learning from another group.

Communicate professionally in writing that is exceptionally clear and well organized, with correct grammar, spelling, and flawless use of APA style.

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Assessment Rubric

  1. Explains thoroughly ways in which leadership of people and processes was utilized while designing an intervention and implementation plan. Notes how the leadership approach contributed to improved outcomes, or could be modified to address challenges.
  2. Demonstrates process improvements in the quality, safety, or cost of care as a result of a direct clinical intervention and a developed professional product. Makes explicit reference to data and evidence to support relevant improvements.
  3. Demonstrates patient-experience improvements resulting from a clinical intervention and implementation of a newly developed professional product, making explicit reference to data and evidence to illustrate relevant improvements.
  4. Justifies decisions related to developing a professional product with relevant research, evidence, and best practices. Notes criteria used to determine the relevance of the supporting evidence.
  5. Communicates professionally in writing that is exceptionally clear and well organized, with correct grammar, spelling, and flawless use of APA style.

Based on the case, what segmentation variable(s) PI-O is currently using to segment their market? Explain your answer.

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0302170 – PRINCIPLES OF MARKETING
CASE STUDY
COURSE INSTRUCTOR: DR. NARJES HAJ SALEM
Due date: Midnight April 14, 2020
Please read carefully the following instructions:
 This assignment will replace the midterm exam and will count for 25% of the final grade in the Principles of Marketing course.  The student must complete the assessment individually.  By submitting it answer in Blackboard, the student acknowledges that he/she did not receive any help to solve the assessment neither copied the answer from someone else.  The answers will be ‘Saassigned’. If the percentage of plagiarism exceeds 20%, the student will be given a Zero in the assessment.  Please type your answer in Word format, Times news Roman 12, Space 1.5. A PDF file will not be accepted. Don’t forget to include a cover page with your full name and ID.  Please number the questions and answer them in order.  Please save your answer document using your ID number (exp: U1813589. docx), then submit your answer using Blackboard, no email will be accepted.
Case study: PI-O’s
Please read the following case and answers all the questions
For more than 35 years, PI-O’s has been one of the nation’s go-to venues for children’s birthday parties and rainy afternoon outings. Operating under the slogan “Where a kid can be a kid,” there are more than 575 PI-O’s locations in 47 states in the USA and 10 foreign countries. Their goal is to provide a fun and safe environment for children aged under 12 years to play and families to create memories, but in 2015 PI-O’s made improvements not for the children, but for the parents. “Your average kid who comes to PI-O wants to come 11 times a year; they come three times a year. The difference between that and the 11 times a year they want to come is the mom and dad veto,” said Tom Leverton, CEO of LEL Entertainment, Inc. “What we’ve been doing over the past couple of years especially is trying to address the mom and dad needs.” To that end, PI-O’s expanded their menu to include items geared to more advanced culinary of tastes of the parents, such as the Cali Alfredo pizza and the BBQ Chicken Pizza, Caesar and Club whole-wheat wraps, BBQ Chicken Ciabatta sandwiches. They also added dessert churros served with salted caramel and white chocolate icing. “Kids are at the heart of everything we do at PI-O ‘s, but kids don’t come alone, and we want to make sure parents have just as enjoyable an experience as the kids do, especially when it comes to the food,” said Leverton. The new adult menu has been promising for PI-O’s, but they aren’t stopping there. In 2016, they began testing additional menu items in select markets. The Orlando, Florida market has seen the addition of giant chocolate chip cookies to the menu. They are also testing a Honey Mustardbourbon wing sauce, multigrain Italian Chicken and Chicken Caesar flatbreads, and gluten-free pizza dough. In March 2016, PI-O’s debuted a lunchtime all-you-can-eat buffet to address the issue of customer frequency. The buffet is $3.99 for children and $5.99 for adults. They are also testing half-priced games on Tuesday evenings in the Dallas market. PI-O decided also to introduces a loyalty card that will give one free entry after 5 visits and a discount of 10 % in the foods for regular customers.
Please answers all the questions in order 1. Which marketing management concepts PI-O managers seem to follow? Justify your answer. (3 marks)

2. Based on the case, do you think that PI-O applies Customer Relationship Marketing approaches? Explain your answer. (3 marks)

3. How PI-O expanded its business portfolio? Which growth strategy they used (market penetration, market development, product development or diversification)? Justify your answer. (3 marks)

4. What is the consumer segment targeted by PI-O? (2 marks)

5. Based on the case, what segmentation variable(s) PI-O is currently using to segment their market? Explain your answer. (3 points)

6. What target strategy being used by PI-O? Explain your answer. (3 points)

7. Explain how PI-O is trying to differentiate their business from the competition? (4 points)

8. Taking into account the characteristic good mission statement, write a mission statement for PI-O (4 points)

Identify and discuss the expected sources for the major pieces of this revenue (to the extent possible) and forecast the $ amounts for each in this narrative.

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Financial Plan (incl. Budgets)

For a Mobile App Program to be used in the Neonatal Intensive Care Unit (NICU) to help bridge the communication gap between Parents and the Hospital Staff.

  1. Financial Plan Summary and Budgets—Introduce and summarize initial financial plan and attach two budgets Key elements should include:
    1. Financial Plan Summary— In order to set the stage for discussing the details of your financial plan, first present and discuss, at a high-level using narrative and summary charts, the big-picture financial numbers that reflect both your Start-Up and First-Full-Year-of-Operation budgets.
    2. Budgets— write see appendix A and B (Start-Up and First-Full-Year-of-Operation)

Follow your financial plan summary by referencing (i.e., pointing the reader to) the budgets you’ve attached as exhibits at the end of your financial plan. As such, this “section” ought to be limited to a statement along the lines of: “Detailed line item budgets for the Capstone’s Start-Up and FFYO periods are included in Exhibits 1 and 2, below.” As relates to these 2 specific budgets, please note the following: mention June-July Budget

  • Note 1 (Budget Formats): Both of these detailed line-item budgets should use a standard accounting format; and also include adjoining footnotes for any key line-item entries.
  • Note 2 (Level of Detail): It is not necessary to be too comprehensive, or too concerned about the exactness of the budget detail if the program/project is still evolving. Instead, construct broad estimates of expenditures that will be crucial for program effectiveness, and revenue sources that will support it.
  • Note 3 (Start-Up Considerations): Use the Start-Up section to explain the current financial picture (results) and how you are using this information to build the next budget.
  • Note 4 (Time Horizon): Even if the time horizon for the implementation of your project is far off, still provide a FFYO budget based on your best estimates of what it will look like, and require.
  • Note 5 (Budget Periods): While the pre-operation or Start-Up budget is designed for organizations that need time prior to officially starting their programs (to spend time, money, and effort on certain start-up tasks), First-Full-Year-of- Operation budgets are designed to reflect an organization’s projected financial performance once it has opened the doors, gone to market, or begun delivering its services. Unlike a start-up budget (which can be variable in duration), the FFYO budget should be for an annual 12-month period, with its fiscal year start date identified and justified.
  1. Program Expenses—Present and discuss the projects expenditure strategies and plans for both personnel and other operating costs. And do so for both of your budgets designated by your financial plan. Key elements should include:
  1. Personnel/Staffing Costs—In narrative form, discuss your program’s personnel strategies. Estimate how many staff, and at what level of preparation or skills/experience, will be required for implementation of each major part of your project/program. Highlight or summarize the major/relevant financial numbers for personnel in the narrative of this section and reference the specific details to the attached line-item budgets. Also consider and discuss the “personnel benefits” in the narrative and include these costs in your 2 budgets.
  2. Other (Non-Personnel) Operating Costs—Again in narrative form, discuss non-personnel operating cost/spending strategies, focusing on the most important categories for your program. For example, estimate how much space will be necessary, and assign a cost for this. If any major equipment purchases, rental, or leases will be necessary, identify these and estimate their costs. Also discuss any other major expenditures that may be essential to your program, such as travel, communications, marketing, consultation, insurance, etc.; and highlight the differences (and implications) between the fixed and variable costs. Similar to the above instructions for personnel costs, summarize the major/relevant financial numbers for these Other Operating Cost requirements in the narrative, and reference the specific details to your 2 attached line-item budgets.
  • Program Revenues—Present and discuss your projects revenue strategies and financial plans. And do so for both of your budgets designated by your financial plan. Key elements should include:
  1. Revenue Strategies/Models and Funding Types—Based on analysis and research, present thoughts on (1) the most logical/appropriate revenue models for your project, and (2) the types of funding sources your project will rely on going forward. You should include both short- and long-term strategies for this.
  2. Revenue Plans (the “Numbers”)—Project and discuss total revenue for your projects program based on realistic expectations. Identify and discuss the expected sources for the major pieces of this revenue (to the extent possible) and forecast the $ amounts for each in this narrative. Also be sure to reference these $ amounts to your 2 attached Capstone budgets.
  1. Operational/Performance Measures—Consider and discuss ways to measure and track your projects operational performance (re: outputs) … and its longer-term impact (re: outcomes). Key elements should include:
  1. Outputs and Operational Efficiency—Present the units of service (i.e., metrics) that you will use to measure/monitor your Capstone’s expected outputs in order to track operational efficiency. Discuss why these measures are most relevant given the nature of your solution/intervention activities.
  2. Outcomes and Program Effectiveness—Do the same to measure/monitor your expected outcomes in order to track your Capstone program’s effectiveness. Again, discuss why these measures are optimal given the nature of the problem, target population, and your proposed intervention activities.
  1. Conclusions—Present final thoughts on your projects projected financial performance, risks, scalability, sustainability, and any other insights and conclusions you have. More specifically, discuss your projects projected “bottom-line” financial performance. At the same time, consider the opportunities for your project to scale. Finally, raise and discuss the risks, complicating factors, and constraints related to your project’s ability to achieve its projected financial results on a sustainable basis, and your ideas/contingency plans to mitigate these risks. Conclude by sharing your thoughts on any other general insights, critical thinking, and/or overarching conclusions about your projects financial plans.