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Business Plan Preparation

Business Plan Preparation. Frank Moyes Leeds College of Business University of Colorado Boulder, Colorado. Today’s Agenda. Matt Emmi, founder OneButton Publishing your plan Investor presentations Executive Summary Team meetings – review financial projections Hand-in Management Plan

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Business Plan Preparation

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  1. Business Plan Preparation Frank MoyesLeeds College of Business University of ColoradoBoulder, Colorado Publishing the Plan & Investor Presentations

  2. Today’s Agenda • Matt Emmi, founder OneButton • Publishing your plan • Investor presentations • Executive Summary • Team meetings – review financial projections • Hand-in • Management Plan • Financial Plan (4 statements) • Income Statement • Balance Sheet • Cash Flow • Assumptions Publishing the Plan & Investor Presentations

  3. End of Semester Schedule I • Practice Presentations Workshop • 1 hour • Dec 6 & 7 • S127 • Dec 8 (Monday) 12:00 noon email Exec Summary in Word.doc to Frank Publishing the Plan & Investor Presentations

  4. End of Semester Schedule II • Dec 10 (Wednesday) Cut Round all teams for grade • Morning session begins at 8:30am • Evening session begins at 6:30pm • Presentations in S127 • 15 minute presentation • 15 minute Q & A Publishing the Plan & Investor Presentations

  5. End of Semester Schedule III • Hand in • 2 copies of Plan • 1 copy Financial model – all worksheets • 1 copy of slide presentation • Select 4 teams for finals • Grading Criteria are on the website • Attendance required to do FCQ’s & peer evaluations • Business casual Publishing the Plan & Investor Presentations

  6. End of Semester Schedule IV • Jan 12 (Monday) four finalists submit 6 copies to Deming Entrepreneurship Center before 12:00 noon • Jan 14 Finals Competition • Reception at 5:30 • Competition in at 6:00 in ? (video) • Invite friends and family Publishing the Plan & Investor Presentations

  7. Publish Your Plan I • Length • Plan: 20 pages max • Appendices: 10 pages max • 5 year IS, BS and CF in Appendix with detailed assumptions • Customer survey: summary results and how conducted • Resumes • Development Gantt timeline • Drawings, specifications, layout • Capital expenditure detail • Other import information that investors would need to understand the plan Publishing the Plan & Investor Presentations

  8. Publish Your Plan II • Font size 12 point • Use tables and graphs (sources) • Show sources of info in parentheses or footnotes • Spiral binding, white paper • Cover sheet with team member names Publishing the Plan & Investor Presentations

  9. Publish Your Plan III • Financial info in Plan • Financial Summary with key assumptions • Offering & Valuation • Sources & Uses • 5 year IS, BS and CF in Appendix with detailed assumptions • Financial projection from the model with all assumption worksheets in separate binding Publishing the Plan & Investor Presentations

  10. Publish Your Plan IV • Less is better • White space • Make it interesting to read • Make it real • Use photos • Use color if it is appropriate • No weasel words • Proof read and spelling Publishing the Plan & Investor Presentations

  11. Business Plan Elements • Executive Summary • Company Overview • Product or Service Description • Market & Industry Analysis • Marketing Plan • Operations Plan • Development Plan • Management Plan • Competitive Advantage • Financial Plan • Funding Publishing the Plan & Investor Presentations

  12. One Page Executive Summary • Opportunity • Product/Service • Marketing Strategy • Competitive Advantage • Management • Financial • Funding Publishing the Plan & Investor Presentations

  13. Opportunity Product/Service Marketing Strategy Competitive Advan Management Financial Funding = Size, trends & solves a problem = Differentiation = Key elements = Sustainable = Critical = Revenue, profitability = Cash required, offering Executive Summary Publishing the Plan & Investor Presentations

  14. Presenting Your Plan • 15 minutes • Make it real - tell a story • Focus on 3 or 4 points you want judges to remember • Introduce points • Repeat in Summary • Show prototypes, exhibits, short videos • Test slides for clarity in your class room before presentation • Practice transitions between presenters Publishing the Plan & Investor Presentations

  15. Presentation Slides • 12 to 15 Slides • Back-up slides to help in answering likely questions • Each slide conveys one point • Everything on the slide must support the point • 3 bullets • Use simple graphics to convey point Publishing the Plan & Investor Presentations

  16. Questions & Answers • 15 minutes • Answer 30 seconds or less • Decide beforehand who will answer what questions • Unless team member is in trouble, only one answer • If don’t like your answer, they will ask again • If you don’t know the answer, say so Publishing the Plan & Investor Presentations

  17. Overview (3 key points) The Problem Opportunity The Solution Target Customer Competition Sustainable Competitive Advantage Go To Market Strategies Management Financial summary Funding Risks Funding & Offering Conclusion (3 key points) Killer Slide Presentation Publishing the Plan & Investor Presentations

  18. How to Make an Effective Investor Presentation • Sources • Jim Linfield, Cooley Godward • Deloitte & Touche • accelerator Publishing the Plan & Investor Presentations

  19. Title Slide • Name of your firm • Date • Name of investor firm • Optional: How much money is being sought for this round? • Appropriate graphics (logo, etc.) Publishing the Plan & Investor Presentations

  20. Overview • Elevator speech (not on slide) • Value proposition (not on slide) • Introduce team • 3 key points want investors to remember • Get their attention Get their attention Publishing the Plan & Investor Presentations

  21. The Problem • What problem are you solving? • Must be easily understood & communicable • Validate by referring • Customer research • Interviews – use quotes What is the pain? Publishing the Plan & Investor Presentations

  22. Opportunity • Size & growth • Trends • Focus on your segment Bases for Marketing Plan Publishing the Plan & Investor Presentations

  23. The Solution • Describe what you do • Key features • Benefits to target customer (could be a 2nd slide) • Future products/services What are the unique benefits? Publishing the Plan & Investor Presentations

  24. Target Customer • Validation - use your customer research • Consumer • Demographics & psychographics • How make buying decisions • Business • Type of companies • How make buying decisions Who's your customer Publishing the Plan & Investor Presentations

  25. Competition • Identify your competitors • Current & future • Direct & indirect • Strength & weaknesses • Barriers to entry that you face Positioning Publishing the Plan & Investor Presentations

  26. Sustainable Competitive Advantage • How are you different than your competitors • Perceptual maps? • Barriers to entry that you can create • Resources and capabilities Sustainable Publishing the Plan & Investor Presentations

  27. Go to Market Strategy(could be 2-3 slides) • High Level description • Target market • Distribution - channel • Positioning • Sales strategies • Communications • Pricing strategy • Roll out plan • Partnerships Publishing the Plan & Investor Presentations

  28. Distributors 6 US 10 European 2 Asian MID-MARKET INDIRECT SALES Strategic PartnersIBM 82% F1000 DIRECT SALES $4B Market Go To Market Strategy Today 18% Publishing the Plan & Investor Presentations

  29. DistributorsSirriusAvNetSupport Net MID-MARKET Strategic Partners IBMISS SymantecTripwire INDIRECT SALES 50% IndependentSoftware Vendors JD EdwardsSAP Infinium 50% F1000 DIRECT SALES $4B Market Go To Market Strategy Tomorrow Publishing the Plan & Investor Presentations

  30. Management • Key officers • Backgrounds • Accomplishments • Who is missing? • Interim management Publishing the Plan & Investor Presentations

  31. Financial Summary Publishing the Plan & Investor Presentations

  32. Risks • 2 or 3 that are unique to you venture • What can go wrong & what must go right? • How will you mitigate Publishing the Plan & Investor Presentations

  33. Funding & Offering • Sources & Uses • Different rounds • Amount being raised • % of Company • Return on Investment • See Hecho en Case & Chalk2Me • Debt • Repayment terms • Interest rate • Exit Publishing the Plan & Investor Presentations

  34. Hecho en CasaSources & Uses Statement Publishing the Plan & Investor Presentations

  35. Conclusion • Summarize 3 key points • Good investment • Questions Viable company Publishing the Plan & Investor Presentations

  36. Backup Slides Revenue Model Customer research summary Operations Key benchmarks Key financial assumptions Publishing the Plan & Investor Presentations

  37. Be Ready to Talk About Your Critical Assumptions • Margins • Comp’s • Key assumptions • Break-even • Major expenditures • Working Capital • Burn rate Back –up Slides Publishing the Plan & Investor Presentations

  38. Suggestions • Use your customer surveys to support • Tell a story • Don’t be boring • Use charts, graphs, simple tables Publishing the Plan & Investor Presentations

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