Prompt:
Complete an executive summary of a business proposal and financial plan to support a needed service or change in current service.
Download and use the Executive Summary template: Module 7_Template_Executive Summary-Business Proposal and Financial Plan
Actions
Required elements are to be presented with complete, accurate, concise information.
Writing is succinct, organized, and reflects a synthesis of information.
Required elements include:
Introduction/Background
Provide a brief introduction to what will be presented in the proposal.
Aim statement
The aim statement should reflect specific measurable, attainable, realistic and time-bound goals for a business proposal (SMART goals).
Proposed Solution
The proposed solution is based on evidence and aligned with organizational mission, vision, and values. Present options which include financial impact, budget requested, revenue generation or return on investment.
SWOT Analysis
Provide a succinct market or SWOT analysis with supporting data.
Implementation Plan and Timeline
Timeline, Goals, and Action Planning
Provide the timeline for implementation with goals and plans for action related to ensuring that the project stays on track.
Evaluation & Monitoring Plan
Describe how will you know you have made a difference.
What tools do you plan
to use to evaluate the efficacy of the proposal?
How will you continue to monitor the process after implementation?
Financial and Budget Plan
The financial or budget plan, depending on the proposal, could be a budget spreadsheet, a formal FTE request, incentivization costs, and costs associated with resources used in the project.
Consider what type of costs will need to be addressed in order to promote a successful implementation related to the proposal.
Conclusion with Recommendation
Provide a brief conclusion offering recommendations for continued improvement based on the proposal.
RUBRIC for this assignment:
Thesis/Topic
Provide a brief introduction and succinct background to describe a current situation or gap in existing service in your practice or organization using data to support.
6 to >4.0 pts
Exceptional
Range: 6 to >4.0 pts Exceptionally clear; easily identifiable, insightful; introduces the topic for the paper; summary in one or two well-written sentences.
Parts of the Plan and Proposal
AIM
Aim statement, reflecting specific measurable, attainable, realistic, and time-bound
goals for a business proposal.
PROPOSAL
Propose a solution based on evidence and aligned with organizational mission, vision, and values. Present
options which include financial impact, the budget requested, revenue generation, or return on investment.
SWOT Analysis
A succinct market or SWOT analysis with supporting data.
IMPLEMENTATION PLAN AND TIMELINE
EVALUATION PLAN
This criterion is linked to a Learning OutcomeEvaluation
Plan
Evaluation plan, how will you know you have made a difference?
FINANCIAL PLAN/PROPOSAL
The financials, depending on the proposal, this could be a budget, an FTE request, revenue, or cost reduction include concepts/references from the coursework, text, literature reviewed over the semester.
CONCLUSION: Concise paragraph to wrap up the proposal.
Please use the template attached below.
I have also attached a sample of the assignment for you to use as a guide. Please do not copy information from this. It is only a sample for you to use as a guide.
Prompt: Complete an executive summary of a business proposal and financial plan
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