Building Quick, Convincing Business Plans That Deliver Confidence, Capital, Market Share & More with Bill Bean.

Building Simple Business Plans
That deliver confidence, capital, market share & more
APRIL 30, 2015 - WEBINAR PESENTATION
Presented by: Bill Bean
President: Green Planning & Coaching
413-243-8008 bill@GreenPlanningAndCoaching.com

 UMass - BBA & MS Wood Technology
 7 yrs. IP- Strategic Planning NYC, AL, TX
 16 yrs. Trus Joist – Manager of $150,000,000 division
 5 yrs. Tech sector – VP Sales & Strategic Planning
 9 yrs. Consulting, coaching, teaching, speaking .
Bill Bean
President – Green Planning & Coaching
413-243-8008
‘bill@GreenPlanningAndCoaching.com’

 9 yrs. Consulting, coaching, teaching, speaking
 Coaching Credentials: Career, Executive, Retirement Career
Bill Bean
413-243-8008

 9 yrs. Consulting, coaching, teaching, speaking
 Coaching Credentials: Career, Executive, Retirement Career
 LEED® AP, NAHB CGP, PDC 2014
 Green Auditor, CSO Master Class
 Adjunct Professor: UMass Amherst, Suffolk-Online, Clark U.
Bill Bean
413-243-8008

Permaculture related business plans
Other Sustainability business plans
Entrepreneurial “pitch decks”
Professional career coaching
Speaking engagements
Teaching & Workshops
(on site and on line)
OFFERINGS

Lou Holtz
“Strategic Plans
don’t excite people
dreams excite people”

What do YOU dream about?
1. Growing your existing business
2. Starting a new entrepreneurial venture
3. Building a more exciting career plan
4. Otherwise advancing Sustainability…

Clear Direction?

Clear Direction?
Stuck in the Process?

1. What is a strategic plan & why do I need one?
5 Questions To Help Build The Plan
To Achieve YOUR dream

2. Is NOW the time to build a “Sustainability”
based business?

based business?
3. How do I identify & qualify opportunities?

based business?
4. How do I convince others to buy from me,
invest in me or hire me?

based business?
5. What is NOT intuitive about the planning
process?

Strategic Planning
Thinking Things Through In Advance
Using Organized Common Sense
y
GP&C Definition of
P
.

Strategic Planning
Thinking Things Through In Advance
A B
Using Organized Common Sense
y
GP&C Definition of
P
.

Increases Probability of Success

Trust
“less than one in five people believe that a
business or government leader will tell the
truth when confronted with a difficult issue.”
2013 Edelman Trust Barometer Finds a Crisis in Leadership
http://www.edelman.com/news/2013-edelman-trust-barometer-finds-a-crisis-
in-leadership/

“There`s so much
pollution in the air
now that if it weren`t
for our lungs there`d
be no place to put it
all”.
Robert Orben
author of
Speaker's Handbook of Humor

Obesity
U.S. obesity rate is projected to
reach 50% by 2030
American Medical News – Sept 2011
http://www.amednews.com/article/20110912/health/309129951/4/

http://www.usatoday.com/story/money/2015/04/27/chipotle-fast-food-restaurants-gmos-genetically-modified-ingredents/26450061/
Bruce Horovitz, USA TODAY 2:33 p.m. EDT April 27, 2015

Cheese Filled Hot Dog
with fried chicken bun available in Philippines
USA Today Jan 27, 2015

Movement Leaders
Jean-Martin Fortier, is an
internationally respected author
& speaker on the topic of small
scale organic agriculture:
 Using no fossil fuels
 Suggesting tools/techniques
developed over time
 Growing better rather than
bigger
 Providing a viable living of
$150k revenue on 1 ½ acres

Intergenerational
Concern
All of these groups are consumers
But even more important…
INFLUENCERS !

25%
28%
32%
39%
50%
Regulators
Commmunities
Governments
Employees
Consumers
2010 2007
STAKEHOLDERS INFLUENCE CEOs
UN Global Compact and Accenture study, survey of 766 worldwide CEOs, June 2010

25%
28%
32%
39%
50%
26%
29%
39%
45%
58%
Regulators
Commmunities
Governments
Employees
Consumers
2010 2007
STAKEHOLDERS INFLUENCE CEOs
UN Global Compact and Accenture study, survey of 766 worldwide CEOs, June 2010

“Today’s problems cannot be solved
by thinking the way we thought when
we created them”

“Today’s problems cannot be solved
by thinking the way we thought when
we created them”
Albert Einstein

Environmental
Energy
Water
Waste & Emissions
Purchasing, Packaging &
Marketing
Cleaning
Transportation
Source: Strategic Sustainability Consulting

Social Environmental Economic
Diversity Energy Governance
Employee health/safety Water Business ethics
Training & Education Waste & Emissions Responsible capital use
Human rights/Labor
rights
Purchasing, Packaging &
Marketing
Transparency
Safe healthy food Cleaning Taxes & subsidies
Customer satisfaction Transportation Charitable giving
Responsible advertising Product life cycle Market presence
Product quality & safety Material toxicity Wages & benefits
Privacy Compliance Executive
compensation
Company alignment with
a cause
Biodiversity &
Design for environment
Risk and Asset
management
Source: Strategic Sustainability Consulting

Evolution in Sustainability
Compliance
Philanthropy

Evolution in Sustainability
Compliance
Philanthropy
Competitive Advantage
Market Share…

Why should small businesses
participate in this transformation?
Because they can

Because they can
Because there is tremendous
opportunity & satisfaction

Because they can
Because there is tremendous
opportunity & satisfaction
Because small local businesses
Are a critical part of a solution.

based business?

based business?
ABSOLUTELY !

2. Is NOW the right time for “Sustainability”
related business formation?
process?

Research & Analysis
of the Current Situation
A B

Reading the Landscape
“Take time learning the alphabet
before you start to build words
and sentences”
Geoff Lawton
Permaculture Voices Conference
Temecula CA, 3/14/14

Research
 Books
 Magazines
 Networking
 Conferences
 Associations
 LinkedIn
 Blogs
 e-Zines
 Social media
 Electronic searches

Research
 Books
 Magazines
 Networking
 Conferences
 Associations
 LinkedIn
 Blogs
 e-Zines
 Social media
 Electronic searches
PowerPoint:keyword

To Do’s Class #2
Trends
Trends

To Do’s Class #2
Trends
Trends
A B

Personnel
___________________________________________________
Political
___________________________________________________
Technology
___________________________________________________
Codes & Regulations
___________________________________________________
Competition – local and global
___________________________________________________
Climate change
___________________________________________________
Significant Trends
During Planning Horizon
4

“The landscape will tell you
the design”
Dave Jacke:
Permaculture Designer & Teacher
Author - Edible Forest Gardens

Target
Market
 Demographics
 Trusted sources for
decision making

http://factfinder.census.gov/home/saff/main.html?_lang=en

Median Household Income
2007 Inflation-Adjusted Dollars)
(US Census Bureau)

Percent of the Total Population
65 Years and Over: 2007
(US Census Bureau)
http://factfinder.census.gov/home/saff/main.html?_lang=en

Look At Their
Websites
Validate that you have a viable
business niche or career
opportunity

Look At Their
Websites
Validate that you have a viable
business niche or career
opportunity
Before you bet
the house on it !

You’ve Got To Tell A
GREAT STORY !

UMass Permaculture Garden
http://www.umassdining.com/sustainability/permaculture/documentary

“Critical to a Hun’s success is
understanding what
the King wants.”
Leadership Secrets of Attila the Hun
Wes Roberts

“We’ve been able to keep
students on the meal plan
after their first two years…
We also have more than
4,000 off-campus students
on the meal plan.”
Ken Toong
UMass, Amherst
Executive Director Auxiliary Enterprises

“Those French people,
they have a different word for
everything.”
Steve Martin

Got to make it easier
to understand …
“PERMACULTURE”

For Profit Businesses
Nonprofits
Colleges & Universities
Banks
Grant Foundations
Venture Capitalists

SEE IT PLAN IT DO ITSELL IT
Strategic Planning Process

I
BroadScope
Time
SEE IT PLAN IT DO IT
Focus
SELL IT
VISION MISSION
OBJECTIVES
& METRICS
STRATEGIES
WRITTEN PLAN,
COMMUNICATION
& ACTION PLANS
EXECUTE, TRACK, PROMOTE
BA
Strategic Planning Process
CURRENTSITUATION

Presentation Outline
 Current Situation & Future Trends
 Vision
 Mission
 Objectives
 Strategies
 Metrics
 Financials
 Threats/Risks
 Ability to Deliver Results
 Call to Action

Your Ending
is Your Beginning
A B

Your Ending
is Your Beginning
Visualization…
A B

LEADERSHIP IS ABOUT VISION
Who do you know of that had incredible vision?

LEADERSHIP IS ABOUT VISION
Who do you know of that had incredible vision?
Vision is internal and indicates
the direction and magnitude of change.

 Vision
 Mission
 Objectives
 Strategies
 Metrics
 Financials
 Threats/Risks
 SCall to action

Your Mission Statement
External – Value Proposition – Elevator Pitch
The very purpose
for your existence

Your Mission Statement
External – Value Proposition – Elevator Pitch
Brief explanation of what you do that is
unique and valuable to your audience.
The very purpose
for your existence

Our Mission
is to help you define the vision
for your business or career,
build a better plan faster
to achieve it…
.

Our Mission
is to help you define the vision
for your business or career,
build a better plan faster
to achieve it…
Green Planning & Coaching
Combining 30 years of business & planning experience
with “Green” Credentials of LEED AP & PDC
and then actually DO IT.

At Growers & Co.
we fabricate and sell only the BEST tools and apparel for the
professional market gardener and urban and small-scale farmer.

At Growers & Co.
we fabricate and sell only the BEST tools and apparel for the
professional market gardener and urban and small-scale farmer.
We make sure that when an item gets into our catalog, it’s trial tested and
desirable. You will not regret anything you buy from us.
This is our guarantee to you.

 Vision
 Mission
 Objectives
 Strategies
 Metrics
 Financials
 Threats/Risks
 Summary & Conclusions
 Call to action

Objectives Define
WHAT
you are going to do… and they are
Quantitative

Objectives Define
WHAT
you are going to do… and they are
Quantitative
How much?
By when?

Strategies For each objective
HOW
you will accomplish that Objective

Mission: Deliver unique value to the client while
reducing Impact on the Planet. (For your team)

 OBJECTIVE 1: Reduce annual energy
consumption by at least 20 % per year in our
business and by our employees at home…..

 STRATEGY: Quantify existing consumption of
energy by type by location as a base for
development of priorities and programs and for
measuring progress …..

 STRATEGY: Quantify existing consumption of
energy by type by location as a base for
development of priorities and programs and for
measuring progress …..
 ACTION: Barbara creates a chart by Tuesday
showing current electricity usage in homes.

Barbara Cutler
RPI, Computer Science Dept.
Objective 1: Reduce energy use by 20 %
Strategy 1: Quantify existing consumption
Action: Create chart of use by appliance by location

Metrics
Identify your key drivers of success,
quantify them,
gain endorsement from Decision Makers
and communicate them to Stakeholders:

Metrics
Identify your key drivers of success,
quantify them,
gain endorsement from Decision Makers
and communicate them to Stakeholders:
 In simple graphics
 On a regular basis
 Including forecast and actuals
 Based upon data that is accessible
 To track progress and manage expectations.

Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
Shipments - F 550 700 450 350 200 200 271 311 700 1020 1231 1414
Shipments - A
PBIT - F -40 -20 -100 -150 -100 -100 -136 -130 -60 0 120 250
PBIT - A
Breakeven 1000 1000 1000 1000 1000 1000 1000 1000 1000 1000 1000 1000
2014 Monthly Shipments & Profitability
Shipments - F 550 700 450 350 200 200 271 311 700 1020 1231 1414
Shipments - A 668 883 399 280 284 499
PBIT - F -40 -20 -100 -150 -100 -100 -136 -130 -60 0 120 250
PBIT - A -52 -6 -168 -367 -216 -97
Breakeven 1000 1000 1000 1000 1000 1000 1000 1000 1000 1000 1000 1000

($600)
($400)
($200)
$0
$200
$400
$600
$800
$1,000
$1,200
$1,400
$1,600
Shipments - F Shipments - A PBIT - F
PBIT - A Breakeven
2014 Shipments & Profitability
Forecast & Actual $ Per Month + Breakeven

Funding Sources & Uses
 Self xxx
 Family/Friends xxx
 Grants xxx
 Banks xxx
 Donations xxx
 (List whatever source
categories are appropriate
and amount from each)
________________________
Total xxx
 Build infrastructure xxx
 Marketing/promo xxx
 Add staff xxx
 Buy tools xxx
 Contingencies xxx
.
________________________
Total XXX
SOURCES USES

3 Greatest Threats - Defense
And How We Will Minimize Them
Threat Actions to Minimize Impact
1.
2.
3.
1. What is the worst thing
That could happen?

Testimonials
Working with Bill developing the Growers
& Co business plan was one of the best first
moves we’ve made. It both clarified our
business model and will open up a lot
opportunities with investors.
I highly recommend working with Bill on
developing new business concepts.
Jean-Martin Fortier – The Market Gardener - April 2015

Building a
Bulletproof
Current Situation
FIRST

Mission
Statement
Telling The Story
Around The Mission Statement
Unique
&
Valuable

Unique
&
Valuable
Mission
Statement
Telling The Story
Around The Mission Statement

Building Quantifiable Objectives
 How much by when?

Effective
Planning
2. Strategic
3. Tactical1. Visionary
Effective Planning
Requires Diverse Skill Sets

Effective
Planning
2. Strategic
3. Tactical1. Visionary
Plus expertise in sustainability
and planning mechanics
Effective Planning
Requires Diverse Skill Sets

Managing Your Time
When should you attend a farmer’s market?

You don’t have the Time or Money
for false starts
Managing Your Risk

2. Is NOW the right time for “Sustainability”
related business formation?
process?
SUMMARY

The REAL Deliverables
Confidence

Confidence
Capital

Confidence
Capital
Market Share

Confidence
Capital
Market Share
And More

DO
SOMETHING
NOW!
Call to Action

PROFESSIONAL
COACHING
Free ½ hour telephone
session

Free Weekly Email Tip
“FLOUNDRING TO
FOCUSED”
Sign up on my website

On-Line
Planning Class
 Build YOUR permaculture business plan

On-Line
Planning Class
 7 classes, 2-hours each, Thursday nights, On-line
 Broad overview of sustainability
 Development of all elements of the planning outline
 Personalized coaching: validate concept & building all components
 Present finished plan in PowerPoint to class for feedback
 15 Students max

On-Line
Planning Class
 7 classes, 2-hours each, Thursday nights On-line
 15 Students max
 Discount if you sign up for first class

On-Line
Planning Class
 7 classes, 2-hours each, Thursday nights On-line
 15 Students max
 Discount if you sign up for first class
 Part of course tuition to Permaculture Voices

THE EARTH
DESPERTELY
NEEDS IT …

THE EARTH
DESPERTELY
NEEDS IT …
AND
YOU CAN DO IT!

Bill Bean: President
Green Planning & Coaching 413-243-8008
THANK YOU !
QUESTIONS ?

Building Quick, Convincing Business Plans That Deliver Confidence, Capital, Market Share & More with Bill Bean.

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