1 Business Planning using Spreasheets-1 BP-1: Business Planning using Spreadsheets Ian Harrison Business Planning Using Spreadsheets:  aimed at people with limited experience of spreadsheet software  use and learn Excel 2007  develop components of a business plan for Bacchus Wines

2 Business Planning using Spreasheets-1 Business Planning using Spreadsheets - Objectives  Design and build usable spreadsheets  Use formulas, functions and create named cells/blocks  Use charts to illustrate trends in data  Prepare and print out formatted presentations of a business plan  Gain an understanding of the importance of collecting and analysis data and using this for planning and managing in a small business environment.

3 Business Planning using Spreasheets-1 What is Business Planning?  BUSINESS: provides goods or services  Profit making: Commercial organisations  Not-for-Profit: Public sector, charities  PLANNING: requires incorporation of financial data into FUTURE plans.  Sales and Expenditure  Cash Flow  Profit and Loss  Balance Sheet

4 Business Planning using Spreasheets-1 What is Business Planning? PLANNING involves:  ANALYSIS: requires collation of data  sales vs. expenditure  cash inflows v. cash outflows)  CONTROL: involves:  Comparing ACTUAL v FORECAST data GAP Analysis) MANAGING involves:  making informed decisions

5 Business Planning using Spreasheets-1 BP 2010 – Dates of Classes Thursdays 6:00 to 9:00 pm (Room 128)  Session 1: 22 April  Session 2: 29 April  Session 3: 06 May  Session 4: 13 May  Self Study Sessions: 20 & 27 May  Session 5: 03 June (TMA Due)  Session 6: 10 June  Session 7: 17 June  Session 8: 23 June  FMA Due: 03 August

6 Business Planning using Spreasheets-1 BP 2010 – Assessment  TMA - Tutor Marked Assignment (25%) Cash Flow Analysis Due: Session 5 - Thursday 3 rd June  FMA - Final Module Assignment (75%) Forecast Components of Business Plan Due: Tuesday 3 rd August  TMA and FMA deliverables need to be submitted electronically in the Assignment Dropbox in Blackboard

7 Business Planning using Spreasheets-1 BP - Assessment Files  I: drive allocation in DCSIS  Create Working Folder I:/myfiles/bp/  Name your TMA files:  username_bptma.xls  username_bptma.doc  Name yourFMA files:  username_bpfma.xls  username_bpfma.doc

8 Business Planning using Spreasheets-1 Getting Help  Ian Harrison:  DCSIS Systems Group:  BBK ITS Help Desk: web:  ITApps Admin:  ITApps Assessment:

Business Planning using Spreasheets-1 BP – Session 1  Introduction to Spreadsheets. Use of spreadsheets in Business Planning  Hands-On 1: Creating a new spreadsheet (worksheet and workbook)  Hands-On 2: Formatting Data  Hands-On 3: Absolute and Relative Cell References  Hands-On 4: Column Charts  Hands-On 5: Pie Charts  Hands-On 6: Rules of Operator Precedence  Hands-On 7: Introduction to Good Worksheet Practice