King Edward VII College has been operating since 2015. The College is based in Melbourne CBD and has an additional campus in Sydney. The College offers a range of courses in management, marketing,...

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King Edward VII College has been operating since 2015. The College is based in Melbourne CBD and has an additional campus in Sydney. The College offers a range of courses in management, marketing, human resources and international business. It currently has 195 students enrolled across all of its courses and both campuses. Courses are offered at all levels, from Certificate II to Graduate Diploma. King Edward VII College is very popular due to its competitive pricing structure, innovative teaching methods and state of the art facilities. The College currently employs 24 staff members that include the CEO, a Sales and Marketing Manager and Sales and Marketing Assistant, Promotions Officer, Human Resources Manager, Operations Manager, Administration Manager, Office Assistant, Receptionist, Academic Manager, Student Services Officer and approximately 14 trainers and assessors. Currently the company is preparing the financial forecasts and projections for the year ahead. The College is planning to open two new campuses, one in Brisbane and one in Adelaide in the next year, and that will have to be factored into the forecasts. As the Operations Manager for King Edward VII College, you have been tasked to prepare the financial forecasts and projections for the upcoming year. This will be used to inform the preparation of budgets and to develop a deeper understanding of the business’s potential. You will also be required to look at various data storage and access systems that could be adopted, and that have the potential to grow with the business. Complete the following activities: BSBINM601 Manage knowledge and information Student Assessment Tasks Vocational Training Institute RTO 41111 CRICOS 03487C Version: October 2019 v1.0 © J&S Learningwork 2018 Page 10 of 17 1. Write a business expansion Briefing Report. You are required to write a report to inform a staff meeting on the proposed company expansion. To do this you will need to review the company’s: · Business Plan · Financial Policy and Procedures · Financial Data · Profits and Loss Statements for the previous three years. · Staff Survey Results · Student Feedback Your report is to include the following: · A review of business performance data · Financial forecast. Use the Forecasts Spreadsheet Template to record your figures. · A review of staff survey results · A review of student feedback · Identify, define and analyse business problems and issues · Identify further sources of information on VET · Analysis of trends · A sensitivity analysis on any proposed options · Data storage and access options · A risk management plan Use the Briefing Report Template to guide your work. This document is Briefing Report Template. It is part of the supporting assessment resources for Assessment Task 2 of BSBINM601. King Edward VII College Business expansion briefing report Introduction Give the objectives of the report. Business performance Provide an analysis of the Profit and Loss Statements and Exception report for the 2015/16, 2016/17 and the 2017/8 financial years. This should include a review of the exception reports and whether they conflict with the information and assumptions in the business plan and if so any actions that need to be taken. Financial forecast Provide an overview of the forecasting process, key assumptions and parameters and relationship to business plan and external trends. Forecast for 2019 Using trend analysis based on previous profit and loss amounts, data provided by Administration and Marketing, the forecasted sales and expenses and profit or loss for the upcoming two years are as follows. Net sales Total expenses Profit or loss Forecast for 2020 Net sales Total expenses Profit or loss Staff feedback Review the Staff Survey Results and identify any staffing issues which may impact the future growth. Customer Feedback Review the student feedback and identify any staffing issues which may impact the future growth. Business problems and issues Describe the main issues or potential problems that could challenge the success of the proposed business expansion. VET Information Identify at least two formal and two informal networks that can provide information. These should include specialists and other relevant groups and individuals. You should use information that you find at these sources to contribute to this document. Trends analysis Identify patterns and emerging trends and interpret causes and effects Decision process Describe the process that must be taken before a major investment is undertaken by the company. Compliance Describe the company’s organisational objectives and values that must be complied with. Data storage and access options Describe at least two options that would allow the College to store and access across all campuses. Sensitivity analysis Apply what if scenarios to available data storage and access options Validity and reliability of source data Describe how the data that you have used to arrive at the business options is both valid and reliable. Risk Management Identify at least five risks for the planned expansion and give at least three mitigating activities that could be undertaken. BSBINM601 Manage knowledge and information Vocational Training Institute RTO 41111 CRICOS 03487C Page 1 of 2 Version: October 2019 v1.0 © J&S Learningwork 2018
Answered Same DayJul 08, 2021BSBINM601Training.Gov.Au

Answer To: King Edward VII College has been operating since 2015. The College is based in Melbourne CBD and has...

Tanmoy answered on Jul 08 2021
143 Votes
King Edward VII College – Business Expansion Briefing Report
Introduction
King Edwards VII commenced its operation in the year 2015 as a RTO – registration and trading organization imparting training and development skills to the students in the business management segment. It has performed quite well since its operation as per the information received from the students and the staffs. The college now wants to expand its operation by increasing the course fees, admitting more s
tudents and hiring new staffs. Based on the 2016, 2017 and 2018 actual financial records we will prepare a forecasted financial record of 2019 and 2020 to roughly estimate the potential future growth opportunities of the college.
Business Performance
    Income:
    2016
    2017
    2018
    Sales
    8,00,000
    12,70,000
    18,60,000
    Expenses:
     
    59%
    46%
    Electricity and gas
    6,000
    6,000
    6,600
    Internet
    2,200
    2,200
    2,420
    Office supplies
    2,400
    2,400
    2,900
    Rent
    4,40,000
    4,40,000
    4,40,000
    Stationary
    2,600
    2,600
    2,600
    Wages and salaries
    2,50,000
    3,50,000
    8,00,000
    Superannuation
    23,750
    33,250
    76000
    Travel and accommodation
    5,600
    5,600
    6,150
    Water
    5,300
    5,300
    5,830
    Work cover insurance
    4,000
    4,000
    4,400
    Total cost of sales:
    7,41,850
    8,51,350
    13,46,900
    Gross Profit before tax
    57,550
    4,18,650
    5,13,100
As per the above financial records, the growth in sales in 2017 and 2018 were 59% and 46% respectively. As per the exception report it was 58% increase in 2017. But the actual record shows a 1% more increase than the previous year. All the sales figure were based on the number of students admitted in the year multiplied by the fees per student which is $10000 till 2018. With the increase in sales there was also increase in total cost of sales from 2016 till 2018. The gross profit after tax has increased formidably in 2017 to a mammoth 627% compared to 2016 but declined slightly due to rise in cost to 23% in 2018. The exception report of 2018 states 10% increase in all the cost expect for rent and wages. But, since wages is a part of salaries it has been distributed on a pro-rata basis.
Financial Forecast
The financial overview of the various forecasting process, key assumptions, parameters, relationships to business plans and external trends are in accordance with the information provided by the marketing and sales department and are as follows:
1. For financial forecasting of sales of 2018-19 we have considered the Sydney and Melbourne expected students (100+120) and calculated it based on the increased fees of $12000 per student. Similarly, for 2019-20 we have considered the expected student figures of Sydney, Melbourne, Adelaide and Brisbane (150+180+44+50) and multiplied it with $12000 to derive the expected sales figures.
2. The cost figures in 2018-19 were considered for Sydney and Melbourne as $685575 and $795575 respectively whereas for 2019-20 it was Sydney, Melbourne, Adelaide and Brisbane figures of $754132, $875132, $330000 and $330000 respectively.
3. The key assumptions taken in order to adjust the cost figures for 2018-19 with the individual expenses, there was an increase of 14.5% increase for each items except for Rent as it is same for all the years. Similarly, for 2019-20, we have considered all the individual items to increase at $15000 in order to match with the expected cost barring Electricity charges, superannuation, wages and salaries and work cover insurance.
4. The parameter considered were the growth in student admission, rise in college fees and increase in staff hiring over the forecasted years due to which the projected sales and cost of the college have increased in 2018-19 and 2019-20.
5. The estimated financial statement has been commensurate with the expected growth of the college and is in accordance with the external factors like high demand for education and skill developmental program and quality of the education.
Forecast for 2019
    Forecasted Profit & Loss FY2019
     
     
    Sales
     
    Income from courses
    $26,40,000
    Net Sales
     
     
     
    EXPENSES
     
    Electricity and gas
    $7,557
    Internet
    $3,000
    Office supplies
    $3,321
    Rent
    $4,40,000
    Stationary
    $3,000
    Wages and salaries
    $9,16,000
    Superannuation
    $87,020
    Travel and accommodation
    $7,042
    Water
    $7,000
    Work cover insurance
    $7,211
     
     
    TOTAL EXPENSES
    $14,81,150
     
     
    Profit or Loss before Tax
    $11,58,850
The forecast of 2019 states that there is an increase in sales by 42%, 10% increase in the cost and 126% increase in profits over the previous year. This is basically due to increase in the sales due to rise in expected students’ admission and the fees of the college from $10000 to $12000. All these figures are based on the data provided...
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