BSBFIM501 Assessment 3 Answers: Monitor and Control Finances Project
Task summary
Students must review budget figures and report on these as part of monitoring processes.
This assessment is to be completed in the simulated work environment in the RTO.
Required
- Access to textbooks/other learning materials
- Computer with Microsoft Office and internet access
- Marketing Expenditure
- Campus Profit and Loss
- Marketing Budget Report Template
- Campus Budget Report Template
Timing
Your assessor will advise you of the due date of these submissions.
Submit
- Email with the following attached:
- Actual marketing budget
- Marketing budget report
- Campus budget report
Assessment criteria
For your performance to be deemed satisfactory in this assessment task, you must satisfactorily address all of the assessment criteria. If part of this task is not satisfactorily completed, you will be asked to complete further assessment to demonstrate competence
Carefully read the following:
The finance department of King Edward VII College has provided you with:
- Marketing Expenditure, a report on the marketing expenses for 2016/17
- Campus Profit and Loss, a comparison of both campuses’ performance over the last year.
According to organisational policy, you are required to write a report on the College’s King Edward VII College financial forecasting for the financial year.
Note: that the company deems a standard variance in budgets of up to 5% acceptable.
Complete the following activities:
- Update the marketing budget.
Enter the amounts in Marketing Expenditure into your budget under actual expenses.
Save this document as Actual Marketing Budget.
- Write a report on the marketing budget and expenditure
Your budget report should include:
- Projected budget and actual budget
- Overall level of variance, as well as variance for individual marketing activities.
- Reasons for overruns
- Proposed solutions for following year’s budget
Use the Marketing Budget Report Template to guide your work
- Write a report on the campuses’ budgets and expenditure
Review the Campus Profit and Loss figures from the two campuses.
Your campus budget report should include:
- Completed Profit and Loss for both campuses
- An analysis of the financial performance of both campuses:
- Financial performance analysis, including a comparison of the two campuses.
- Any variances between budgeted and actual figures.
- Suggested solutions to any variances
Use the Campus Budget Report Template to guide your work
- Send an email to the CEO (your assessor).
The text of the email should be in grammatically correct English, written in an appropriate (polite, business-like) style.
It should introduce and summarise the contents of the attachments.
Attach the following to your email:
- Actual marketing budget
- Marketing budget report
Campus budget report
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