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MINF 2201
POWERPOINT
ASSIGNMENT
5t Name Here”he Title is:
MINF 2201
CAREER PLAN
Assignment Outline
Slide 1
Slide 2
Slide 3.
Title Slide
Introduction
Career Plan
Slide 4
Slide 5
Financial Plan
Action Plan
2
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course!!!
Slide 1 itle Slide
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? Title is INF 2201 CAREER PLAN¿ Make sure you name on the slide
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3
Slide 2 Introduction
se Bullets
tate Purpose
reate Outline
areer Plan
inancial Plan
ction Plan
se Animations
4
Slide 3 ƒareer Plan
escribe the Desired
Job Position
how Graduation Date
dd Graduate
School, Residency,
etc. as Appropriate
how Date to Start
Work
dd Other Pertinent
Info
5
Budget
Slide 4 inancial Plan
32%
68%
Essential
Non Essential
$ Insert Pie Chart you Created in
the Excel Assignment
$ Use Bullets, Summarize:
$ Career Assumption and Take
Home Pay
$ Key Essential and Non
Essential Costs
$ Other Key Assumptions
$ Key Issues
$ Actions
6
Slide 5 – Actions
tate any Actions Needed to
Meet Career Plan
ccelerate Graduation
nternships, Job Shadowing,
Networking, Saving, etc.
se Animations as
Appropriate
7
Summary Assignment
Guidance
1. Add Page Numbers
2. Add Transitions
3. Set Up Slide Show as a SelfRunning Presentation
1. Minimum 20 Seconds/Slide
2. Adding Audio is Optional, but
would be Cool
4. Submit it
8
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I Hope You Enjoyed the Course
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9
Steps Budget Deliverable
1
2
3
4
5
6
7
8
9
10
11
12
Open Budget Worksheet and put your name in the header
Decide your job and location and enter it
Enter your Take Home Salary and add comments and/or assumptions
Create your drop down lists for each and all Essential Expenses categories
See examples for the first three; Housing, Transportation and Food
Use the drop down topics on the right of the budget worksheet
Enter your budget for each topic and add comments and/or assumptions
Create formulas for each Category Subtotal that sums the topic amounts
For example, the subtotal for Transporation is $320
Create formula for Essential Expenses Total
See example, the total is $5,700
Repeat steps 4-7 for the Non-Essential Expense
You must create you own Non-Essential Expense topics in the drop down lists
Create formula for the Balance = Income-All Expenses
Adjust budgets until you have a balance of $0
Make final revisions to Comments and Assumptions
Set Print Area and adjust Page Setup to print only budget on one page
Check
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Chart Deliverable
1
2
3
4
5
6
Open Charts Worksheet
Revise formulas in table (Cells 3C and 3D) to reference correct cells in Budget Worksheet
The pie chart shown should automatically change to your numbers
Create simular table (like Step 2) for all Expense Categories (Housing, Food, etc.)
Create formulas in new table to reference correct celss in Budget Worksheet
Create simular pie chart showing all Expense Categories, $ and %.
Might need to change legend type if too large
Might need to format lables to better fit them with the smaller pie slices
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Marlene Barrera
Job:
Location:
MONTHLY BUDGET
Site manager
Mayo Clinic, Rochester
Income
Subtotal ($) Total ($)
$7.000
Salary
$7.000
Expenses
Essential Expenses
Housing
Rent
Mortgage
Maintenance
Transportation
Gas
Maintenance
Parking
Food
Groceries
Refreshments (e.g., Starbucks)
Restaurants
Utilities
Water
Phone, Cable, Internet
Cell Phone
Cable
Electricity
Insurance
Home
Life
Health Savings Accounts
Healthcare
Primary Care
Dental
Prescriptions
Savings
Emergency Fund
Stocks
Debt
Other Debts
$5.910
$1.750
$1.100
$550
$100
$750
$400
$250
$100
$700
$400
$100
$200
$370
$120
$100
$50
$50
$50
$720
$200
$220
$300
$370
$150
$120
$100
$750
$550
$200
$500
$500
Non-Essential
Personal
Gym
Clothing
Gifts
Rec/Enter
Vacation
Movies
Hobbies
Miscellaneous
Charity
Balance
$1.090
$370
$200
$120
$50
$370
$150
$70
$150
$350
$350
$0
MINF 2201
Pie Chart 1 Table
Essential Non-Essential
Expenses
Expenses
$
5.910 $
1.090
84%
16%
EXPENSES
$1.090 16%
$5.910 84%
Essential Expenses
Non-Essential Expenses
Pie Chart 2 Table
Housing Trans
Food
Utilities
$ 1.750 $ 750 $ 700 $
25%
11%
10%
Ins
Health Savings
Debt
Personal Rec/Enter
370 $ 720 $ 370 $ 750 $ 500 $
5%
10%
5%
11%
7%
370 $
5%

Misc
370 $ 350
5%
5%
EXPENSES BY CATEGORY
$370 , 5%
$350 , 5%
$1.750 , 25%
$370 , 5%
$500 , 7%
$750 , 11%
$750 , 11%
$370 , 5%
$720 , 11%
Housing
Trans
Food
Utilities
Ins
$700 , 10%
$370 , 5%
Health
Savings
Debt
Personal
Rec/Enter
Misc

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