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Entrepreneur Executive Briefing | Strategic Planning
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Entrepreneur Executive Briefing | Strategic Planning


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On October 19, 2010 the first Entrepreneur Executive Briefing: Network, Plan & Take Action was held in Orange County, California to bring together successful entrepreneurs to connect in an intimate …

On October 19, 2010 the first Entrepreneur Executive Briefing: Network, Plan & Take Action was held in Orange County, California to bring together successful entrepreneurs to connect in an intimate setting. This is one of six presentations from the event. Visit for more information.

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  • 1. Entrepreneur Executive Briefing
    Post-Event Presentations
    “Create a Strategic Plan in 6 Steps”
    Sponsored by and
  • 2. On October 19, 2010, entrepreneur-education firm Guided Business Plan hosted and sponsored a new program, Entre Series, to encourage the entrepreneurial community to create action plans in the areas of product launch, corporate procurement and export financing. Attendees participated in six 30-minute seminars filled with resources to help propel their company forward. The first Entrepreneur Executive Briefing: Network, Plan & Take Action was held in Orange County, California.
    Entrepreneur Executive BriefingProgram Note
  • 3. Melanie Rae opened the program by discussing strategic planning. She is the author of GUIDED Business Plan™, a book to simplify the process of creating business plans.
    James Santinoof the renowned Largest Mixer® Events discussed marketing strategies to attract a crowd to an event.
    Irving Katz, Family Business Coach and author of Family Business Secrets: How to Keep Your Business Thriving from Generation to Generation, spoke about self-publishing and planning for business transitions.
    Since the age of 18, Michael Hexter, president of Hex Corp, has introduced numerous products to the marketplaceand owns production facilities in China and Los Angeles.
    Jeff Uter has managed over $2 billion in contracts during his 30-year career. He provided tips to segment and target the corporate buyer.
    AkaryBusto, Assistant Vice President of HSBC Bank anchored the program. She is an export financing guru who spoke about current federal legislation to encourage entrepreneurs to expand their export business.
  • 4. Entrepreneur Executive Briefing
    Network, Plan & Take Action
    October 19, 2010 | 3:00 pm – 8:00 pm | Doubletree Hotel | Orange, CA
    Sponsored by Guided Business Plan & Office Leverage
  • 5. Agenda
    Create a Strategic Plan in 6 Steps
    How to Attract a Crowd to Your Event
    How to Develop a Succession Plan
    Sales Motivation | Know What To Say & When To Say It
    From Idea to Concept to Market
    Pitching Your Goods & Services to a Corporation
    Trouble Finding Customers Locally? Sell Globally!
  • 6. GUIDED
    Business Plan
    Melanie Rae
    Guided Business Plan
    Create a Strategic Plan in 6 Steps
    Entrepreneur Executive Briefing
  • 7. Why I’m Presenting…
    …wrote the Guided Business Plan book to simplify the process of writing business plans
  • 8. Other Relevant Experience
    Guided Business Plan
    |Founder & Managing Director
    • Facilitate BizExpress Plan workshops to guide new and existing entrepreneurs through the process of developing a lender-ready business plan
    • 9. Plan creation methodology has been applied to an online passport application portal, children internet security software, psychatrist, jewelry design, novelty gift manufacturer, etc.
  • Other Relevant Experience
    Office Leverage
    |Founder & Vice President
    • Develop custom training programs to teach employees how to use Microsoft Office® applications to become more productive
    • 10. Taught over 1,000 classes in Word, Excel, PowerPoint, Outlook, Access, Visual Basic for Applications, plus others
    • 11. Certified as Microsoft Office Specialist Master Instructor®
  • Your Action Item
    Apply 6 step process to plan your next project or event
  • 12. objective
    Select a project, event or product that you are about to launch.
    How do you start?
    Have you planned your process?
    Do you make it systematic?
  • 13. The Approach
    Do you spend more time worrying about the WHAT IFs than the WHAT I WANT TO OCCUR?
  • 14. WHAT| Objectives
    WHAT type of plan do you need?
    Is it a project, event, product launch, business plan, client proposal, etc.?
    WHAT are you really selling?
    Identify who the buyers are even if there is not a monetary exchange. For example, as a sponsor my main buyers for this event were anyone who learned about my company, Guided Business Plan
    WHAT is the desired outcome?
  • 15. WHY| Purpose
    WHY do you want to undertake this project?
    What is your motivation?
    WHY do people need what you are proposing?
    Identify the solution you are providing
    WHY will people want to buy from you?
    Identify the needs of the buyer and how you can deliver them differently than someone else
  • 16. WHO| Resources
    WHO will manage the project?
    Identify the decision makers and list who is responsible for certain areas
    WHO will support it?
    List the people, equipment, spaces and other resources that you may need
    WHO will pay for it?
    There’s always a cost. Are you paying with OPM (sponsor, advanced sales) or your own?
  • 17. WHEN| Timeline
    WHEN will the project take place?
    What is the date? How often will it take place?
    WHEN do you need to complete deliverables?
    Which projects must be completed prior to the following one?
  • 18. HOW| Action Items
    HOW will you accomplish it?
    What needs to happen to get you to the next milestone? You can save time by planning your tasks
    HOW are you going to assign tasks?
    Breakdown the requirements and assign according to strengths and availability
  • 19. WHERE| Promotion
    WHERE will you promote it?
    Where will you spend your marketing dollars to let people know about the project? Still have to market a business plan or a client proposal.
    WHERE will it take place?
    What are the logistics? Where is the location?
  • 20. 6 Steps to Planning
    WHAT | Objective
    WHY | Purpose
    WHO | Resources
    WHEN | Timeline
    HOW | Action Items
    WHERE | Promotion
  • 21. Most Important Message
    A Goal without a Plan is just a Wish….OR a hope it works out
  • 22. One Audience Question
    More Info:
    Melanie Rae
  • 23.
    View more presentations on our YouTube channel: GuidedBusinessPlan
    Guided Business Plan