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It covers the criteria weighting across idea quality, implementation in a business context, and investor investment logic, including market fit, go-to-market, delivery, team strengths, required funding, revenue, ROI, payback, and risk mitigation. It then details best-practice financial modelling steps, assumptions documentation, base and scenario planning, sensitivity testing, and outputs such as NPV, payback, and multi-statement forecasts.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":11,"@type":70,"position":76},"https://docshare.wps.com/template/presentations/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/building-financial-models-financial-modeling-guide-and-assessment-criteria/242973/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/building-financial-models-financial-modeling-guide-and-assessment-criteria/242973.png","ImageObject",442,249,{"name":88,"@type":89},"Riley West","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-19","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":8},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What are the three main parts of the business plan assessment and their weightings?","Question",{"text":108,"@type":109},"The assessment includes quality of the idea (25%), implementation in a business context (25%), and the investment case (50%). Each part tests different aspects of viability and readiness for funding.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"How should the financial model treat key assumptions and projections over time?",{"text":113,"@type":109},"The model should document the rationale for key assumptions, build a base case using the most likely assumptions, and provide detailed forecasts for the first 12 months. Subsequent 2–4 years should be less detailed.",{"name":115,"@type":106,"acceptedAnswer":116},"What analyses and metrics should be included when building financial models?",{"text":117,"@type":109},"It should test sensitivity of key assumptions such as growth, price sensitivity, and FX, run scenarios for variations, and calculate Net Present Value (NPV) and payback for each scenario. It should also provide a financial perspective of the business.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},242973,1791540308,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":8,"category_name":11,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":8,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":47},1099523885074,"https://ap-avatar.wpscdn.com/davatar_9964176cb1d06d4a9deccf72a44ae3dc","Building Financial Models  \nVivian Quinn & Richard Stewart  \n4th April 2019  \nToday’s sessions with your mentors  \nImplementation and Financing Consultations  \nCompetitor analysis on your idea  \nResearch and document the possible market size and scalability of your ideas  \nIs it financially viable?  \nLean Canvas  \nFinancial Models  \nWhy do we do them? How can they be used? What do the judges look for?  \nBusiness Plan Assessment Criteria  \n1. Quality of the idea – 25% weighting  \na) What problem does your offering solve?  \nb) What is your product or service offering and how does it work?  \nc) What is the market for this idea?  \nd) What is your unique value proposition and why does your offering solve the problem better than its potential competitors?  \ne) Can the associated intellectual property be protected?  \nBusiness Plan Assessment Criteria  \n2. Implementation of the idea in a business context-25% weighting  \na) How will you market the offer?  \nb) What is the intended manufacturing or service delivery process?  \nc) How will it be distributed or provided?  \nd) Is there any environmental impact associated with the product or service?  \ne) What are the key strengths/weaknesses of the team proposing the idea?  \nBusiness Plan Assessment Criteria  \n3. The investment (from a potential investor's point of view, would I put my money into this?) -50% weighting  \na) How much investment is required?  \nb) How will your business make money?  \nc) What return on investment is forecast?  \nd) How long will it take to pay back the investment?  \ne) What are the key risks as you see them and how do you intend to mitigate against those risks?  \nFinancial Modelling  \n􀀹 Document the rationale for the key assumptions  \n􀀹 Prepare a base case scenario using the most likely key assumptions  \n􀀹 First 12 months is detailed, subsequent 2-4 years less detailed  \n􀀹 Test the sensitivity of key assumptions e.g., growth; price sensitivity; FX  \n􀀹 Run scenarios based on variations to the key assumptions  \n􀀹 Calculate Net Present Value and Payback on each of the above scenarios  \n􀀹 Provide a financial perspective of the business  \nBest Practice  \nSeparate worksheets for:  \n􀀹 Contents (with links to other worksheets);  \n􀀹 Executive Summary;  \n􀀹 Assumptions;  \n􀀹 Sensitivity Analysis on key assumptions;  \n􀀹 3-5 year projected Profit & Loss;  \n􀀹 3-5 year projected Balance Sheet;  \n􀀹 3-5 year Cash Flow projections.","cbCaioXQRNkNItCF","https://ap.wps.com/l/cbCaioXQRNkNItCF","pdf",778874,13,"English","# Business plan assessment criteria\n## Quality of the idea (25% weighting)\n## Implementation of the idea in a business context (25% weighting)\n## The investment case (50% weighting)\n# Financial modelling best practice\n## Key modelling outputs and structure","[{\"question\":\"What are the three main parts of the business plan assessment and their weightings?\",\"answer\":\"The assessment includes quality of the idea (25%), implementation in a business context (25%), and the investment case (50%). Each part tests different aspects of viability and readiness for funding.\"},{\"question\":\"How should the financial model treat key assumptions and projections over time?\",\"answer\":\"The model should document the rationale for key assumptions, build a base case using the most likely assumptions, and provide detailed forecasts for the first 12 months. Subsequent 2–4 years should be less detailed.\"},{\"question\":\"What analyses and metrics should be included when building financial models?\",\"answer\":\"It should test sensitivity of key assumptions such as growth, price sensitivity, and FX, run scenarios for variations, and calculate Net Present Value (NPV) and payback for each scenario. It should also provide a financial perspective of the business.\"}]","Building Financial Models - Financial Modeling Guide and Assessment Criteria | PDF",1789197928]