2. Write budget meeting preparation report

Use the Budget Report Template to guide your writing of the report.

Consider how you will handle the meeting to ensure that the meeting is conducted so as

to ensure understanding, goodwill and ongoing cooperation. Make suggestions in your

report as to how to handle this.

Based on the above information, you are required to prepare short report to provide to

Beverley prior to the meeting with the Bank Manager and that includes:

The budget's objectives

How your Green Cat Budget is relevant to the objectives.

An outline of key assumptions and parameters for the budgets prepared

The prepared budgets

An explanation of recommended key performance indicators and milestones including

a clear rationale for such

Key financial risks for the organisation (at least three) and recommended strategies to

address these, as set out in the risk management policy and procedures.

Strategies to gain understanding, goodwill and ongoing cooperation.

You must ensure that your report complies with all legal and ethical requirements that

would apply to the case study situation.