Structured Workbook Instructions with Academic Mentor Guidance for Completing Clinical Assessment Tasks

How These Sheets Work Together

This workbook contains multiple linked sheets designed to help you develop accurate financial projections. Many cells are linked and locked to maintain formula integrity, so follow the sequence below to avoid errors.

Start with Your Personal Budget Sheet

Begin by completing the Personal Budget section.

• Months are linked across the workbook. If needed, you can adjust any month, and all connected sheets will update automatically.

• The budget does not assess your personal spending habits. It simply helps determine your genuine financial needs. You may combine expenses if it simplifies the process (for example, grouping wine with entertainment or health).

• The final figure labelled “Proposed Drawings” (the amount you need for personal living costs) is automatically linked to:

  • Start-Up Costs

  • Profit & Loss Statement

  • Cash Flow Forecast

Ensure this amount is accurate. If your income is higher than your expenses and results in a negative figure, a formula will neutralise the negative amount so it does not affect other sheets.

Start-Up Costing

• The only linked cell in this sheet is Wages, which reflects the amount you need to live on for the first six months.

• All other items must be entered manually, including:

  • One-off expenses

  • Six-month totals such as utilities or insurance

Break-Even Sheet

• The pale green cells contain formulas designed to calculate your break-even point.

• This sheet is linked to the Operating Expenses section of your Profit & Loss Forecast.

• You must complete your Profit & Loss expenses first. A formula (total divided by twelve months) is already added and linked to the Break-Even sheet.

• Additional tables may require manual entries.

Profit & Loss Forecast

This sheet outlines all projected business income and expenses.

• Enter all business expenses for Years 1 and 2, then copy these into the Cash Flow Forecast.

• It is recommended to list expenses in the month they will actually occur.

• Sales cells are linked directly to the Sales Targets sheet. Any adjustments should be made in the Sales Targets sheet.

• Cost of Goods Sold (COGS) should include all consumables and labour required per service or product. Use the Pricing Example sheet to calculate individual COGS, then transfer these to the Sales Targets sheet.

• Year 1 Drawings are linked from your Personal Budget sheet.

• Year 2 Drawings must be entered manually but will link to your Cash Flow Forecast.

Cash Flow Forecast

• Copy all business expenses from your Profit & Loss sheet.
  It is essential to record expenses in the specific month they are due, rather than averaging them across the year.

• Sales are linked from the Sales Targets sheet. Adjustments must be made in the Sales Targets sheet so they flow through automatically to both the Profit & Loss and Cash Flow Forecast.

• Year 1 Drawings are linked from your Personal Budget.

• Year 2 Drawings are linked to your Profit & Loss sheet.

Sales Targets

Use this sheet to estimate sales for up to five core products or services.

• Apply the Pricing Example sheet to determine accurate unit pricing and COGS.

• After adding the unit price, the sheet will automatically calculate monthly totals.

• These totals are linked to both the Profit & Loss and Cash Flow Forecast sheets.

• Adjustments must be made directly on the Sales Targets sheet to ensure consistency throughout the workbook.

Balance Sheet

• The Bank entries for Years 1 and 2 are linked to the closing balance of the final month in your Cash Flow Forecast.

• No other cells are linked.

• Complete this sheet using:

  • Asset values

  • Liabilities

  • Information from your business plan and supporting worksheets

Pricing Example Sheet

This optional sheet includes a table that helps you calculate:

• Cost of Goods Sold (COGS)

• Retail pricing

• Appropriate pricing strategy

Use this sheet to ensure your prices cover all overheads and generate sufficient profit. You may choose from methods such as cost-plus pricing, perceived value pricing, premium pricing, or others, based on your business model.

Summary of Assessment Requirements

This assessment required the student to analyse a detailed clinical scenario involving Mrs Chan and demonstrate understanding across several core areas of nursing practice. The task included:

• Conducting a complete primary survey for a patient found after a fall.

• Performing specific assessments for a penetrating wound.

• Reviewing and interpreting an ADDS vital signs chart, including identifying abnormalities and calculating the total score.

• Explaining the clinical implications of the doctor's findings and identifying appropriate actions when transferring the patient for imaging.

• Demonstrating understanding of IV therapy, including solutes, solvents, osmosis, and isotonic solutions.

• Classifying mobility of substances across membranes as active or passive transport.

• Explaining concepts such as hydrostatic pressure, colloid osmotic pressure, hypothermia, and homeostasis.

• Describing cellular adaptations, defining atrophy, and explaining “surgical insult.”

• Understanding the EN’s role in multidisciplinary referrals, confidentiality, and test result communication.

• Identifying cellular organelles, tissue types, and matching environmental emergencies.

• Recognising the basic elements needed for cell health.

The assessment required accurate clinical reasoning, correct use of medical terminology, and application of foundational biological concepts.

How the Academic Mentor Guided the Student

The Academic Mentor supported the student by breaking the assessment into manageable sections, ensuring clarity and accuracy in each part:

1. Understanding the Scenario and Assessment Scope

The mentor first helped the student interpret the full clinical scenario, identifying key issues such as trauma, possible fractures, penetrating injury, risk of infection, dehydration, and altered consciousness. This ensured the student had a clear clinical picture before answering.

2. Guiding the Primary Survey

The mentor explained the DRSABCD framework, prompting the student to apply each step to Mrs Chan’s presentation. Emphasis was placed on relating textbook elements to real-life findings.

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