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Continuing Education Unit (CEU) One-Time Workshop/Seminar Financial Feasibility Pro Forma
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Draft template for group review: use for a one-time workshop, seminar, short course, or professional development offering.
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Event Information
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Academic Unit / DepartmentEnter unit
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Workshop/Seminar TitleEnter title
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Proposed Date(s)Enter date(s)
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Delivery FormatIn-person / Online / Hybrid
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Location / PlatformEnter location/platform
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Prepared ByEnter name
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CEU Contact Hours6Use contact hours consistent with CEU approval policy.
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CEUs per Participant0.6Default formula assumes 1 CEU = 10 contact hours; adjust if policy differs.
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Planning Assumptions
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Paid Participants0Participants paying the registration fee.
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Complimentary / No-Fee Participants0Include presenters, guests, scholarships, or internal attendees if not charged.
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Total Participants0Used for materials, refreshments, seating, etc.
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Registration Fee per Paid Participant$0Enter standard fee before discounts.
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Administrative / Indirect Allocation Rate
0.0%Optional; enter as a % of total revenue if your unit applies an allocation.
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Cancellation / Go-No-Go Minimum Paid Participants
0Suggested: set at or above break-even paid participants.
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Projected Revenue
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Revenue SourceRate / AmountQuantityCalculationProjected RevenueNotes
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Participant registration fees$00$0$0Paid participants × fee.
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Sponsorship / grant support$01$0$0Enter committed support, if any.
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Department / partner subsidy$01$0$0Optional internal support to cover mission-driven offering.
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Other income$01$0$0Examples: exhibitor fee, materials fee, licensing reimbursement.
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Total Projected Revenue$0
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Projected Direct Expenses
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Expense ItemFixed CostVariable Cost per Paid ParticipantVariable Cost per Total ParticipantProjected ExpenseNotes
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UD Instructor / facilitator stipend$0$0$0$0Honorarium or overload payment to a UD employee, if applicable.
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Course design / preparation by UD employee$0$0$0$0Payment to UD employee for course content development
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UD benefits expense (42%)$0$0$0$0Benefits expense calculated based on UD instructor stipend and course design cost
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Non-UD instructor / facilitator stipend$0$0$0$0Honorarium payment to a non-UD employee
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Course design / preparation (not UD employee)$0$0$0$0Payment to non-UD employee for course content development
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Administrative / CEU processing$0$0$0$0Registration support, certificate generation, recordkeeping.
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Marketing / promotion$0$0$0$0Email, flyer, paid ads, design, list rental, etc.
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Materials / supplies$0$0$5$0Participant handouts, workbooks, supplies.
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Refreshments / catering$0$0$15$0Optional; enter per-person estimate.
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Room / facility rental$0$0$0$0Use $0 if covered by host unit.
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AV / technology / platform$0$0$0$0Zoom/webinar platform, classroom technology, microphones, etc.
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Travel / lodging$0$0$0$0Speaker travel or staff travel.
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Registration/payment processing$0$0$0$0Default placeholder: 3% + $0.30 per paid registration.
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Assessment / evaluation$0$0$0$0Survey tool, scoring, evaluation support, if any.
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Other direct expense$0$0$0$0Add detail in notes.
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Direct Expense Subtotal$0
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Contingency$0Default 10% of direct expenses; adjust formula if not needed.
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Administrative / Indirect Allocation$0Optional allocation based on total revenue.
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Total Projected Expenses$0
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Financial Feasibility Summary
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Total Projected Revenue$0Revenue expected for the event.
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Total Projected Expenses$0Direct expenses + contingency + optional allocation.
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Projected Net Surplus / (Deficit)$0Positive amount indicates break-even or better.
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Net MarginNet surplus divided by total revenue.
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Break-Even Paid ParticipantsN/AApproximation assumes total participants equal paid participants and includes contingency/indirect allocation.
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Feasibility StatusFinancially Feasible / Break-even or betterUse this as a planning signal, not final approval.
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Participant Sensitivity / Scenario Check
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Paid ParticipantsTotal RevenueTotal ExpensesNet Surplus / (Deficit)Net MarginScenario Notes
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10$0$223-$223Below break-even
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15$0$335-$335Below break-even
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20$0$447-$447Below break-even
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25$0$558-$558Below break-even
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30$0$670-$670Below break-even
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40$0$893-$893Below break-even
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Notes: Yellow cells are intended inputs. Green/blue-gray cells are calculated outputs. This template is a planning tool for a one-time CEU workshop/seminar and does not replace institutional budget approval, contract review, or CEU policy review.
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