Prepare an Operational Financial Plan

Read the Scenario below.

Scenario (continued)

You have now gathered the information you require and your health check has shown that the agencys operational finances are on track.

You now need to complete the KPIs for each management staff member and the projected cash flow and profit and loss for the next quarter (3 months). This will allow you to monitor the business for the next quarter and make any adjustments in the next quarterly health check.

Instructions

• Download the template Operational Financial Plan.
• Follow the instructions in the Operational Financial Plan to complete the document.
• When you have completed your Operational Financial Plan, submit it as a part of your Assessment. A Validum assessor will review it and provide you with feedback.
• When you receive the Assessors feedback, make any required adjustments based on the feedback.