MGT 173 University of California Program Budget Narrative Worksheet Program Budget. Present a revenue budget (sources of funds) and an expense budget (uses

MGT 173 University of California Program Budget Narrative Worksheet Program Budget. Present a revenue budget (sources of funds) and an expense budget (uses of funds). Describe the financial resources needed to accomplish the program’s mission and objectives over a set period of time (usually startup plus one year). These may be the cost(s) of resources, direct service costs (such as personnel and supplies), and overhead costs (such as travel, facilities, utilities, etc.). Revenues should identify the source(s) of money coming into the program and a reasonable estimate of how much will be required. See pages 62-66 in the text [Longest] for a better understanding of program budgeting.Don’t forget to also include a Budget Narrative – a line-by-line explanation of your numbers, calculations and assumptions included in the budget spreadsheet.I have attached the budget template form below along with every other assignment that lead up to this one, starting from executive summary, program logic model-results, work process, resources Jonas Jia
PID: A15733910
23 April 2020
Program Initial Executive Summary
The program I am offering is a Non-profit Weight Loss Program. Professionals in
different fields of health will help people who are obese, overweight, or people who want to get
in shape achieve their goals. The program is specifically made for people who currently have
unhealthy lifestyles, or weight. They can be an obese or overweight person, people who have
unealthy lifestyles, an unfit person who is too poor to afford weightloss programs, or someone
who wants to loose weight but lack the motivation to do so. Because the program is designed to
help those who are unhealthy, it does not apply to people who are currently healthy or in shape.
America currently has an obesity percentage of 30%-40% so the opportunity for my program is
pretty significant. Obese parents’ children also has a 50%-80% chance to be obese, so the need
is always growing.
It is without a doubt that having an obese or overweight bodyweight can lead to many
health programs, and mental disorders. People who are obese or overweight need my program
because being obese can lead to many health problems as well as mental disorders. The average
person who lives an unhealthy lifestyle would want my program because unhealthy lifestyles can
lead to stress, less attention and focus time which would result in less efficiency at work. The
poor unfit person would want my program because my non-profit program offers a full refund
for those who successfully attend every lesson, and the person who lacks motivation to lose
weight would want my program because putting money on the table would become a motivation.
Some of the substitutes or alternatives can be hiring personal trainers, going to
doctors for suggestions, or just signing up for a gym membership to work out. The team I would
need are doctors, personal trainers, nutritionists, and managers who can coordinate, do the
planning and put this program in action. Doctors’ knowledge can be used in evaluating the health
problems of a person, personal trainer’s knowledge can be used to most efficiently help someone
lose weight the correct and healthy way, and a nutritionist can help design specific diets for
different needs. The value of this non-profit program is that it will help people escape from
unhealthy bodies, and also donate to other organizations that benefit overall health. The
distinctive competency is that we are a full package of every professional that is needed to help
people achieve better health, and we are also non-profit. What makes us superior to other
alternatives is that each person will be treated in the way that works best for them, because the
person’s health profile will be shared with the doctor, personal trainer, and nutritionist who will
be working together to design a specific treatment for each individual’s needs. People will need
to pay 3 month upfront for sessions, and if that person never misses a session, the money will be
refunded, but if missed sessions, the money will be donated for a good cause.
Jonas Jia
PID: A15733910
30 April 2020
Program Logic Model – Results
2.1 Business Need-Opportunity/Problem Statement
Obesity has been one of America’s major problems for more than a few decades now. According
to Centers for Disease Control and Prevention, the percentage of people being obese has
increased from 30.5% to 42.4% from 2000 to 2018 and the pervalence of severe obesity
increased from 4.7% to 9.2%. With obesity comes many health problems such as stroke, type 2
diabetes, cancer, and much more. With almost half of all Americans being obese, is why my nonprofit program consisted of nutritionists, personal trainers, and doctors who are focused to help
people escape obesity will be in great need. Patients will pay a 3 month worth of sessions fee
upfront, and if the patient is able to show up to all the scheduled sessions within the 3 month,
then the money will be fully refunded. This program will consist of fitness training, diet
planning, and doctors who will do analysis for each person, providing the most natural and
healthy way to escape obesity.
2.2 Business Need-Clinical and/or Business Objective
The long term goals of this program consists of:
● Increase general health of Americans
● Help obese Americans not be obese
● Teach Americans how to have a healthy lifestyle
● Increase awareness of the severity of being obese
● Help overweight/unhealthy people achieve their goal of healthy weight and healthy body
The outputs required to achieve these goals are:
● Fitness trainers who specialize in helping overweight and obese people lose weight in the
most efficient and healthy way
● Nutritionists who will design the specific meal plan to each person’s specific needs
● Doctors who will analyze the evaluate the current health situations of patients, and give,
if needed, medications that will help the patient.
3.1 Project Overview
The design of the program will guarantee a increase in health in Americans, and the key
solutions will be:
Healthy Weight Loss: The professionals from my program such as personal trainers and
nutritionists will design a special kit of exercises and diet for each person’s specific needs in
order for the person to lose weight the most efficient and healthy way possible.
Healthy Lifestyle: Mainly the Doctors from my program will motivate and plan with each
individual to obtain better lifestyles such as better sleeping schedules, amount of time spent
sitting down, how much water the person is drinking, healthier habits, and choices.
Healthy Diet: Diet is one of the biggest reasons for being overweight, that is why our
nutritionists will schedule a meal plan to each individual’s needs, and motivate them to eat
healthy.
Non-Profit: This might be one of the biggest differences why our program will be needed, and it
is because other weight loss programs cost lots of money, and non-profit programs usually focus
on school policies, city policies, but don’t focus on helping each individual. With our 3 month
policy of perfect attendance, the customer will receive a full refund.
3.2 Critical Assumptions and Constraints
Some critical assumptions that I have is that people will want to join this program
because being overweight isn’t what anyone wants, and it can damage people’s relationships,
work, and most importantly health. I assume that this is the need that people are waiting for to
help them escape obesity. I assume the program would need a very large facility that can fit all
the equipment and special sections designed for each professional to work from.
Some constraints that might come with my program are money, facilities, and
government regulations. Since the program is a non-profit organization, money will be the
biggest constraint to pay the employees, and facilities. Because my program is a concentration of
all different professionals, I would need large spaces to open a facility. The government is very
strict when it comes to health, treatment, so government regulations might also be one of the
biggest constraints.
Jonas Jia
PID: A15733910
6 May 2020
4.1 schedule
The duration of the program will be approximately 19 months. During this time, the construction
of the facility will be complete, assembly of different professional teams will be constituted,
resources will be installed, development overseen, and different license applications will be
complete. The following milestones and WBS will layout the project schedule.
Key Milestones:
5/6/2020 – 11/6/2020
Fundraising
11/6/2020 – 12/6/2020
Assemble the team of professionals
12/6/2020 – 1/21/2021
Apply for all the licenses needed to run the program
1/21/2021 – 2/21/2021
Setup a system for how the program will be run
2/21/2021 – 10/21/2021
Finish construction of building that will facilitate the program
10/21/2021 – 12/21/2021 Install all the different resources needed for the program
12/31/2021
Launch Program
Launch Program
Fundraising
Team assembly
License Application
Launch funding
campain
Set up a contract
Meet those rules
and standards
Get investment
from venture
capitalists
Reach out to
professionals in
different fields
Research to find out
what are the
standards to run my
program
Find angel investor
Setup Program
System
Meet with team to
construct a system
Construction
Resource
installation
Oversee
construction
Find the
equipments on the
market
Buy the building
List all the
equipments needed
Look for best
location
5.1 Impact
America is the richest, and most developed country in the world, and yet according to Centers for
Disease Control and Prevention, the percentage of people being obese has increased from 30.5%
to 42.4% from 2000 to 2018 and the prevalence of severe obesity increased from 4.7% to 9.2%.
With obesity comes many health problems such as stroke, type 2 diabetes, cancer, and much
more. With almost half of all Americans being obese, is why my non-profit program consisted of
professionals in all different kinds of fields will be so impactful to increase the overall health of
obese/unhealthy Americans. Since there are no other alternatives that will treat each individual in
the most efficient way according to their needs, my program will be a first of its kind.
6.1 Risks
Funding: One greatest risk of the program is not having enough funds. Since the program is
non-profit, it mainly relies on donations, and grants from state and federal governments. The
team consists of professionals in different fields, large commercial buildings, and expensive
equipment, it might be too expensive to keep the program running at the highest standards.
Personnel: Since the main reason why the program will be successful is because it consists of
professionals in different fields, without the team, the program cannot function.
Regulations: Since the program will be a first of its kind, it is hard to say if the government will
approve of the program, and sign off on the licenses. Even if the program passes the regulations
in California, different states have different regulations when it comes to health, so that might
also become a roadblock to the program.
Low Schedule: The program will need a commercial building size building, and it might be hard
to find such a large space in the best location to run the program.
References
“Adult Obesity Facts.” Centers for Disease Control and Prevention, Centers for Disease Control
and Prevention, 27 Feb. 2020, www.cdc.gov/obesity/data/adult.html.
Jonas Jia
PID: A15733910
21 May 2020
Program Logic Model – Resources
4.2 Team
The program will include a team of 40 full-time employees that will handle the different
needs of the program, as indicated in the table below:
10
10
10
6
1
1
1
1
Doctor
Nutritionist
Personal Trainer
Associates
IT
Finance
Marketing
Management
Subject matter experts who will be critical to the program:
Manager
Personal trainer team
leader
Head doctor
Head nutritionist
Marketing
Finance
Jonas Jia
Damien Wang
Cheyanne Serrano
Zahrah Diaz
Gail Cornish
Rami Howells
4.3 Other Resources
Facilities: The program needs a large facility with different sections for different needs such as,
personal training area, doctor’s clinic, classrooms for nutritionists.
Equipment: This will include all the training equipment that trainers will need when training
with clients, and the equipment doctors need to diagnose and evaluate patients
Technology: Doctors will need the newest technology to perform their diagnose and analysis at
the most efficient level.
[Program Name]
BUDGET FORM
Program Title:
Period of Performance:
[Program name]
[Program time period]
No.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
Line Item
Program management & Staff:
Program Manager
Program Assistant
Other
Other
Other
Other
Other
Staff Benefits (30%)
Program Manager
Program Assistant
Other
Other
Other
Other
Other
Total Program Management and
Staff:
LOE
Unit Cost
# of
Units
Unit
months
months
months
months
30%
0%
0%
0%
0%
0%
0%
0%
$
$
$
$
$
$
$
times
–
Amount
Total Funds
Requested
Cost Share
Notes
$
$
$
$
$
$
$
–
$
$
$
$
$
$
$
–
$
$
$
$
$
$
$
–
$
$
$
$
$
$
$
–
$
–
staff salaries
0
0
0
0
0
0
0
Program Activities:
Training
Marketing
Logistics (venue and food)
Supplies
Translation of materials
Interpretation
Trainers
program
program
program
program
program
program
$
$
$
$
$
$
–
Events
Marketing
Logistics (venue and food)
Supplies
Translation of materials
Interpretation
Speaker fees
program
program
program
program
program
program
$
$
$
$
$
$
–
$
–
$
–
$
–
Total Other Direct Costs
$
–
Total Budget
$
–
Total Program Activities
Equipment
Projector
Total Equipment
each
Other Direct Costs
Phone
Local Travel
Supplies
Miscellaneous
CSO Training for MENA
BUDGET FORM
Program Title:
Period of Performance:
CSO Training for MENA
Calendar Year 202X
No.
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
Line Item
Program management & Staff:
Program Manager
Program Assistant
Financial Controller
Auditor
Other
Other
Other
Staff Benefits (25%)
Program Manager
Program Assistant
Financial Controller
Auditor
Other
Other
Other
Total Program Management and
Staff:
LOE
Unit Cost
# of
Units
100%
100%
30%
10%
$
$
$
$
8,000
1,200
8,000
2,000
12
12
12
12
25%
100%
100%
30%
10%
0%
0%
0%
$
$
$
$
$
$
$
2,000
300
2,000
500
–
12
12
12
12
0
0
0
Unit
months
months
months
months
staff salaries
Amount
Total Funds
Requested
Cost Share
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
141,600
96,000
14,400
28,800
2,400
35,400
24,000
3,600
7,200
600
–
$
2,400
$
2,400
$
177,000
$
$
$
Notes
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
$
139,200
96,000
14,400
28,800
– Cost Share by UCSD Financial Services
35,400
24,000
3,600
7,200
600
–
2,400
$
174,600
150.00
150
$
$
$
$
$
$
$
12,050.00
50
1,950
300
250
6,000
3,500
$
$
$
$
$
$
–
$
12,050
Program Activities:
Training
Marketing
Logistics (venue and food)
Supplies
Translation of materials
Interpretation
Trainers
$ 100.00
$ 650.00
$ 300.00
$
10.00
$ 2,000.00
$ 500.00
2
3
1
25
3
7
months
days
program
pages
days
days
$
$
$
$
$
$
$
12,200.00
200
1,950
300
250
6,000
3,500
Events
Marketing
Logistics (venue and food)
Supplies
Translation of materials
Interpretation
Speaker fees
$ 500.00
$ 250.00
$
50.00
$
$
$ 1,200.00
1
1
1
program
program
program
program
program
program
$
$
$
$
$
$
500
250
50
1,200
$
12,200
$
1,000
$
1,000
$
1,000
$
1,000
$
$
$
$
1,800
3,600
900
500
$
$
$
$
1,800
3,600
900
500
1
Total Program Activities
Equipment
Projector
$ 1,000.00
1
each
Total Equipment
Other Direct Costs
Phone
Local Travel
Supplies
Miscellaneous
$ 150.00
$ 300.00
$
75.00
$ 500.00
12
12
12
1
months
months
months
each
Total Other Direct Costs
$
6,800
Total Budget
$
197,000
$
$
150
2,550
$
6,800
$
194,450

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