A Presentation Series: The Financial Plan

The speaker that presents educational content will often prepare a speech by writing an outline of topics. The topics will begin with an introduction, key points of description, and a conclusion summarizing the content. The following is an itemized sequence of topics that make an easy transition in presenting the financial plan. Students should understand his or her research, and present the information to the best of their ability. The following information will assist the speaker in offering valuable information for others to learn.

Introduction

An introduction of the speaker and the topic will be the first item on the form. When the speaker presents, he or she will introduce him or herself to the audience, and offer a brief history of experience and work within this topic. The personal background helps the audience understand the credentials of the speaker and allows the public attending the lecture to accept the information openly. With this, the speaker makes the audience feel at ease, and creates interest in the topic.

Components of a Financial Plan

The components of a balanced financial plan include corporate association, budgeting, accounting, retirement planning and investing, insurance, and future planning. The components to discuss are as follows:

• The description of the corporate organization
• The Start-up capital and the source of cash used annually
• A three-year budget with projections in a balance sheet and profit and loss statement
• A statement of assumptions with the budget and projections
• The financial structure and dept repayment (amortization)
• The capital growth and Reinvestment plans for the future

Focus on the Budget and Projections

Annual financial projections may well be one of the most significant things the company could focus on for the business. The conclusion or projections are thought far less than the process itself, but the strategic forecasting allows one “to take a breather” from challenges of managing the company, evaluate the company’s position, and determine the specific path to pursue.

1. Revenue:

           a.    Explain sources of revenue the company will obtain
         b.    The generated revenue from each source
         c.    The seasonal factor in revenue, if any
         d.    Explanation of ‘gratis’ or promotional work completed

2. Cost and Margins

          e.    Explain costs of generating revenue
           f.     Explain costs of labor, material, and overhead
          g.    Explain what the profit margins are in business

3. Marketing and Advertising Strategies

           h.    Explain a marketing strategy
           i.      Explain any cost in implementing a marketing strategy
           j.      Explain the duration of the marketing strategy
                  i.  Specific Months
                  ii. Annually

4. Explain Overhead Expenses for business

           k.    Describe and state building costs
           l.      Explain professional fees (contractors)
           m.   Clarify travel and entertainment expenses
           n.    The general and administration costs

Closing comments

The summary is the overview of the information within the lecture. To say something again, especially to clarify what has already been said. This possibly will spark the audience into asking questions about a topic that was unclear to audience members.  The material and format in this outline helps the speaker convey the information in the delivery of a well-organized lecture that allows the speaker to stay on task and complete the talk without leaving anything out of the presentation.