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

Computer Facilities provided by Birkbeck IT Services (ITS) ID Card required to access facilities Contact ITS Help Desk: helpdesk@bbk.ac.uk Rm128 (SCSIS Lab) - Login using: Username = ITS Username Initial Password = S4veThePlanet I: drive allocation in SCSIS labs N: drive allocation in ITS labs Printer Quota = 100 pages A4 in ITS labs Printer Quota = 2500 pages A4 in ITS labs Analysis Planning and Control-1

Business Planning using Spreadsheets - Objectives Design and build usable spreadsheets Use formulas, functions and create named cells/blocks Use charts to illustrate your work 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. 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 analysis into FUTURE plans. Sales and Expenditure, Cash Flow, Profit and Loss Account, Balance Sheet). 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 Business Planning using Spreasheets-1

BP 2009 – Dates of Classes 2009 Mondays 6:00 to 9:00 pm (Rm B43) Session 1: 11 May Session 2: 18 May 25 May – Bank Holiday – no class Session 3: 01 June Session 4: 08 June Session 5: 15 June Session 6: 22 June Self-Study Session: 29 June (work on TMA) Session 7/8: 6 July (TMA due) FMA Due: 01 September 2009 Business Planning using Spreasheets-1

BP - Assessment TMA - Tutor Marked Assignment (25%) Cash Flow Analysis Due Session 6 (10 March 2008) FMA - Final Module Assignment (75%) Forecast Components of Business Plan Due by Tuesday 1st September 2009 TMA and FMA deliverables need to be submitted electronically in the Assignment Dropbox in Blackboard http://www.dcs.bbk.ac.uk/itapps/assessment.html Business Planning using Spreasheets-1

AP - Assessment Files I: drive in SCSIS Create Module Folder I:/ap/ Name your TMA files: yourITSUserID_bptma.xls yourITSUserID_bptma.doc Name yourFMA files: yourITSUserID_bpfma.xls yourITSUserID_bpfma.doc Business Planning using Spreasheets-1

Email Support Ian Harrison (ian@dcs.bbk.ac.uk) Contact you via BBK Student email address: ITSUserame@students.bbk.ac.uk Webmail - Accessing your BBK email: http://webmail.bbk.ac.uk Setting up and Forwarding your BBK email: http://www.bbk.ac.uk/its/services/email/students Business Planning using Spreasheets-1

Getting Help SCSIS Systems Group: email: sg@dcs.bbk.ac.uk ITS Help Desk: tel: 020-7631-6543 email: its-helpdesk@bbk.ac.uk web: http://www.bbk.ac.uk/its/ ITApps Admin: tara@dcs.bbk.ac.uk ITApps Assessment: ian@dcs.bbk.ac.uk Analysis Planning and Control-1