Week 2 – Assignment
Case Study–Spending and Headcount Forecast
[WLO: 2] [CLOs: 1, 3, and 5]
Prior to beginning work on this assignment,
Review Investor OverviewLinks to an external site. and Quarterly ResultsLinks to an external site..
Read Chapter 6: Operating Budgets from Using Accounting and Financial Information: Analyzing, Forecasting, and Decision MakingLinks to an external site..
Watch Budgetary Control for ManagersLinks to an external site..
Watch (L029) Basic Budgeting Concepts – Leadership and ManagementLinks to an external site..
You are playing the role of the divisional manager of the new e-bike division of Fox Factory Holding Corporation. The divisional manager is preparing to request funding to introduce the product and begin sales. Three options have been identified (note that these are fictitious assumptions):
Produce the new e-bike internally,
Outsource manufacturing to another manufacturer, and
License the design to an existing company for royalties on future sales.
In your assignment,
Develop a three-year spending and headcount forecast in Excel for the next three years for the three potential options. Please do not forecast the current year.
Explain the key issues and considerations for the forecast.
Note: Please use the most recent Quarterly ResultsLinks to an external site. (Form 10-Q) published on the Fox Factory Investor Overview website. Please use the earnings announcement, for example: “Fox Factory Holding Corp. Announces Third Quarter 20XX Financial Results” for the relevant required information.
The Case Study–Spending and Headcount Forecast Project,
must include an Excel sheet for the forecast and a Word document for the introduction, explanations, and conclusion.
You must do the forecast on an Excel sheet with separate tabs for each option.
Each tab should include a three-year forecast of the next years for spending and headcount for one of the options.
There must be enough detail to differentiate the options. Totals and notes should be included if needed.
must be 1–2 double-spaced pages in length (not including title and references pages) which should contain the introduction, key issues, considerations for the forecast, title of the Excel sheet, and conclusion paragraph.
Please explain the different options, how they impact the spending and headcount forecasts, and why.
Your introduction paragraph needs to end with a clear thesis statement indicating the purpose of your paper.
For assistance on writing Introductions & ConclusionsLinks to an external site. and Writing a Thesis StatementLinks to an external site., refer to the Writing Center resources.
must be formatted according to APA StyleLinks to an external site. as outlined in the Writing Center’s APA Formatting for Microsoft WordLinks to an external site. resource.
must include a separate title page with the title of the paper in bold font, names of the student, institution, instructor along with the course name and number and due date.
must use academic voice.
See the Academic VoiceLinks to an external site. resource for additional guidance.
must include a separate references page that is formatted according to APA Style as outlined in the Writing Center.
See the APA: Formatting Your References ListLinks to an external site. resource in the Writing Center for specifications.
Carefully review the Grading RubricLinks to an external site. for the criteria that will be used to evaluate your assignment.
