Note: Complete the assessments in this course in the order in which they are presented.
Preparation
The financial department has reviewed your unit’s operating budget and has asked you to submit an executive summary that provides support for your budget proposal. Your challenge is to position your unit favorably within an environment of competing demands for limited funding.
Requirements
Note: The following requirements correspond to the grading criteria in the assessment scoring guide. Be sure that your executive summary addresses each point, at a minimum.
Write an executive summary of the operating budget you prepared in Assessment 2 that makes a compelling case for why funds should be allocated for your budget.
• Outline a strategic plan that ensures profitability and fiscal success.
• Present a plan to meet staff productivity goals, while staying within budget parameters.
• Justify equipment and service costs.
• Analyze department, unit, or project alignment with the organization’s mission and goals.
• Write clearly and concisely, using correct grammar and mechanics.
• Integrate relevant and credible sources of evidence to support your assertions, correctly formatting citations and references using current APA style.
Additional Requirements
Format your summary using APA style. Be sure to include:
• A title page and reference page. An abstract is not required.
• A running head on all pages.
• Appropriate section headings.
• A minimum of five properly formatted citations and references.
Your summary should be 3–5 pages in length, not including the title page and reference page.
