Exploratory Report
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Southern New Hampshire University *
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Jan 9, 2024
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Exploratory Report
Jose Landaverde
Southern New Hampshire University
Jose Landaverde
COM-20102-XE186 Budgeting for Comm Projects 21DA05
Exploratory Report
Jose Landaverde
Exploratory Report
Employs appropriate strategies for determining ROI and payback period of a project.
Return on investment is a performance measure used to evaluate the efficiency or profitability of an investment and compare the
efficiency of several different investments. ROI directly measures the amount of return on an investment relative to the investment’s
cost. When the non-profit finishes the project, they will want to know how successful the business was in generating revenue for the
tap filters for urban homes. One way to determine the project’s success is to perform a return-on-investment analysis. The ROI
analysis will show how much revenue the project will generate, compared to how much the project cost. The nonprofit wants to have
a higher ROI on the project, because then the project generated more revenue relative to its costs to implement. Carter McBride.
(2017). For us to determine the ROI based on the normal retail cost of units of $99 with a discount cost per unit to the organization of
$21, and we billed unit sales of 39 units, we’ll use the ROI analysis. Currently the initial investment is $3,042 at $78 per unit. The Net
return on investment will be determined by the ROI which is as follows: The top-down cost is currently at $7,828.85 minus the cost of
the filters of $819 and this gives us a total of $7,009.85. We divide by the top-down cost of $7,828.85 to equal to: .89 multiplied by
100, to equals to 90% of ROI. Furthermore, part of the ROI analysis is to determine the payout or payback period for the project, this
is the amount of time it will take the project to bring cash/profits inflows to the cash outflows for the project, and it will be used to
reinvest the money into the project. Therefore, to determine the payback period we take our initial investment of $7,828.85 and we
divide by the cost of the filters of $819 and that gives us a total of 10 years on the when we round up. Therefore, we have a ROI of
90% and a payback period of 10 years.
Exploratory Report
Jose Landaverde
Uses appropriate information to estimate top-down and bottom-up costs.
The top-down will tell us if the project is feasible for overview estimates, tasks are not defined clearly, show volatile environment,
not viable to develop well-defined schedules & budget, and less reliable duration & cost estimates. The review of the overall scope of
the project to identify the major elements of the work and estimate them separately from the rest of the project. The top-down
approach is practical for the initial stage of strategic decision-making and in situations where the data needed to develop detailed
duration and costs estimates is not available in the initial phase of the project. Therefore, top-down will be used to make an initial
estimate until the tasks in WBS are defined clearly, which will enable the expansion of well-defined schedules and budget. In the
previous expo, the organization sent two attendees with an average cost of $2,500 to $3,500, therefore for the current expo we expect
to spend anywhere from $1,000 to $1,300 per attendee for a total cost of $7,828.85 with four attendees traveling from San Francisco to
New York City and participate in the expo for over two days. Mark Rowland. (2019).
The top-down estimation is a rough estimate on what the final cost will be to send the four attendees to the expo, but the bottom-up
cost will break down the project. We’ll identify the lowest level appropriate to create a range of estimates covering the project.
Estimating the cost is an important process in managing the project as it is the basis for determining and controlling the budget.
Currently we have a video presentation that has a cost of $1,500 that will show how we have come to create the tap filters and how it
has impacted the lives of those owing a filter. The rent space at the expo that will allow the attendees to showcase the filter and
display the video will have a cost of $12 per square foot and we will have a space of 10X10. The space at the expo will render a cost
of $1,200 plus material display, giveaways, etc. We will giveaway window decal, shirts, and flyers with QR codes on each item given
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Exploratory Report
Jose Landaverde
out. The bottom-up costs identify the lowest level appropriate to create a range of estimates, covering the project scope based on the
task definition available. The approach requires a good definition of the tasks to be estimated: it is frequently referred to as detailed
estimating or as an engineering build-up. Some of the expenses that will be inqured for attending the expo range from flights for the
four attendees, hotel stay, car rental, per-diem adjustment for food and theses are only for traveling and basic food needs. At the expo
the costs range from the space been rented, promotional material, show services, trade show booth & graphics, giveaway materials,
miscellaneous materials, etc. The booth space to showcase the product should be 35% of your budget and it’s rent for floor space,
travel and lodging should be 14% which we take into consideration airfare for four, hotel stay, car rental/transportation to and from the
event. 13% should be dedicated to services needed for the event such electricity, internet services, and vacuuming, exhibit design and
construction should be about 11%, graphic design is 10% where includes, the $1,000 to $1,500 for the video presentation and
secondary backup of physical artwork. 7% should be set for other expenses/miscellaneous that are part of your budget. Mark
Rowland. (2019).
Devises a viable resource-loaded schedule that includes key milestones and costs
The resource loaded schedule is a schedule that consists of a timeline with details on allocated resources, planned activities and
preset milestones. The tool is a time management document that will explain how project resources (people, funds, inventories) are to
be consumed throughout the project time and whether allocation rules appear to be effective to ensure appropriate resource
consumption and use.
Exploratory Report
Jose Landaverde
Milestone 1: Project Start-Concept – Week 1
Work Task
Start Date
End Date
Meeting is held with staff to review video concept and trip planning for the expo. Lunch is provided for the staff. $330 for lunch for each day
01/03/2022
1/08/22
Milestone 2: Permit Requests – Week 2
Work Task
Start Date
End Date
Gather critical expo documents to request for the permits ahead of time and have them available mid-way through the project. Pay deposit of $500 to start video project.
01/09/2022
01/15/2022
Milestone 3: Requirements Review - Week 3
Work Task
Start Date
End Date
Prepare antennary for the four team members to attend the expo – value for flight hotel and transportation is $2,096. Also, gather any information about the expo to rent or buy equipment. 01/16/2022
01/22/2022
Milestone 4: Design Approvals - Week 4
Work Task
Start Date
End Date
Deliver a creative brief of the expo and pay videographer and final payment
- $282.
01/23/2022
01/29/2022
Milestone 5: Funding - Week 5
Work Task
Start Date
End Date
Contract builder to design and construct expo exhibit – Pay down payment of $361.
01/30/22
02/05/22
Milestone 6: Team Development - Week 6
Work Task
Start Date
End Date
Exploratory Report
Jose Landaverde
Identify roles and assign tasks to the team for a successful project at the expo. Role-play the event in various scenarios for proper presentation and information delivery. Meet with Exhibit builder on 02/10/22 for final approval. 02/06/22
02/12/22
Milestone 7: Communication updates - Week 7
Work Task
Start Date
End Date
Communicate any changes in the expo project as they develop – Contact expo for exhibit fees and pay $1,540.09 as an initial payment. 02/13/22
02/19/22
Milestone 8: Successful indicators - Week 8
Work Task
Start Date
End Date
Review previous item milestones for proper delivery of to the expo in two weeks’ time. Order swag items and prepare filters for display. 02/20/22
02/26/22
Milestone 9: Final preparations - Week 9
Work Task
Start Date
End Date
Verify all payments:
Final Expo payment $$1,200,
verify itinerary has been delivered – complete
Pay final construction of exhibit - $500
Final payment for video - $282
A final review of the presentation for the exhibit. 02/27/22
03/05/22
Milestone 10: Project End- Widespread Delivery - Week 10
Work Task
Start Date
End Date
Final meeting on 03/07/22
03/09/22 prepare all items for shipment and ship
03/10/22 travel to NYC
03/11/22 and 03/12/22 attend EXPO.
03/06/22
03/12/22
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Exploratory Report
Jose Landaverde
Executive Summary
The return on investment is one of the most challenging and intriguing issues facing the project. With the ROI evaluation, decision
making on evaluating the investment seems much easier than without ROI. Comparing the magnitude and the timing of the expected
gains to the timing of investment costs. With the project in place the ROI evaluation means that investment returns compare favorably
to investment costs. The basic premise of the report is evaluating the costs of taking the tap filters to the urban homes effectively and
efficiently so all children can have unrestricted access to clean drinking water. The purpose of the exploratory report is to have a clear
and understanding of the ROI analysis and the payback period for profits. We shoe how the top-down and bottom-up costs, however,
the review of the overall scope of the project to identify the major elements of the work and estimate them separately from the rest of
the project.
Exploratory Report
Jose Landaverde
Carter McBride. (2017). How to Calculate the ROI on a Project. https://bizfluent.com/how-6520953-calculate-roi-project.html
Mark Rowland. (2019). Three ways to approach cost estimation. https://www.apm.org.uk/blog/three-ways-to-approach-cost-
estimation/
Exhibitor. (n.d.). Best Practices in Trade Show and Event Marketing. https://www.exhibitoronline.com/topics/article.asp?ID=2207