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Keys to Writing an Effective Capability Statement & Business Plan

Learn how to create a powerful capability statement and business plan to showcase your company's strengths and attract potential clients. Dr. Reggie R. Lewis of Fusion Consulting Associates offers valuable insights and key steps to craft compelling documents.

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Keys to Writing an Effective Capability Statement & Business Plan

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  1. Keys to Writing an EFFECTIVE Capability Statement & Business Plan Presented by: Dr. Reggie R. Lewis, Fusion Consulting Associates, LLC

  2. Capability Statement 101

  3. The purpose of a Capability Statement • Successful businesses use Capability Statements for various purposes, such as: • To satisfy government registration processes; • Introduction to new agencies; • Proof of qualification; • Proof of past performance; • It sets companies apart from their competitor

  4. Capability statement • A Capability Statement should be: • Brief (1-2 pages) • Use short sentences and bulleted list for quick visual scanning. • Concise and specific to the individual needs of the targeted agency • Revise the statement for each agency, prime or teaming opportunity • Visually interesting (add graphic elements from company’s branding and logo) • Include all critical information on to one side of page • Save and distribute as a PDF file

  5. Capability Statement Content • Critical content to include: • Company Logo/Branding • Company Overview • Core Competencies • Contact Information • Certifications • Company Identifiers (DUNS#, CAGE Code, etc.) • NAICS, NIGP Codes, etc.

  6. Key Data Points

  7. Business Plan 101

  8. COMPONENTS OF A Business Plan

  9. Steps for Writing a Solid Business Plan Step 1: Research— • Research and analyze your product/services, market and your expertise. • Know your company, product, competition and market. Step 2: Determine the purpose of your plan— • Describe the nature of your business, sales, and marketing strategy, financial background, and projected profit and loss statement Step 3: Create a company profile— • The profile should include the: • organization’s history • products/service offering • Target market and audience • Organization’s uniqueness

  10. Steps for writing a Business Plan Step 4: Document all aspects of your business— • It’s important to know the company’s expenses, cash flow and industry projections. • Highlight location strategy (if applicable) • Licensing agreement (if applicable)

  11. Steps for writing a Business Plan Steps 5: Develop a strategic marketing plan with clear goals and objectives--- • Effective marketing plans typically includes: • Introducing new products and/or services • Extending or regaining market for existing products and/or services • Entering new territories for the company • Cross-selling(bundling) one product/services with another • Raising prices without impacting sales figures • Refining a product and/or service • Allocate budget for each planned activity

  12. Steps for writing a Business Plan

  13. Question and Answers

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