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[Company Name or Logo] Business Plan  Highlights Copy # __ for _________________________________ Property of [Company Name...
Agenda <ul><li>Introduction </li></ul><ul><ul><li>Overview </li></ul></ul><ul><ul><li>The Team </li></ul></ul><ul><ul><li>...
Overview <ul><li>[Elevator pitch.] </li></ul>05/26/09
The Team (1) <ul><li>President & CEO: [Name] </li></ul><ul><ul><li>[Years & nature of experience] </li></ul></ul><ul><ul><...
The Team (2) <ul><li>CTO/VP Product: [Name] </li></ul><ul><ul><li>[Years & nature of experience] </li></ul></ul><ul><ul><l...
The Team (3) <ul><li>Board of Directors ([#] planned) </li></ul><ul><ul><li>Chairman: [Name] </li></ul></ul><ul><ul><ul><l...
Business Highlights <ul><li>Core competency </li></ul><ul><li>Market Segment: [Commonly known name for it] </li></ul><ul><...
Business Highlights (2) <ul><li>Secondary revenue sources </li></ul><ul><ul><li>[Source] </li></ul></ul><ul><li>Overhead: ...
The Pain <ul><li>“ [Quote from prospect in pain]” – [Source] </li></ul><ul><li>“ [Quote from analyst regarding the need in...
The Pain (2) 05/26/09 DELETE THIS NOTE Include relevant charts regarding the industry (i.e., where the product fits, growt...
Market Summary <ul><li>Target market value </li></ul><ul><ul><li>$[#] in [year] growing to $[#] in [future year] (Source) ...
Market Summary (2) 05/26/09 DELETE THIS NOTE Provide a map of potential partners, competitors & related companies
Market Summary (3) <ul><li>Trends </li></ul><ul><ul><li>[Past trend] </li></ul></ul><ul><ul><li>[Present trend] </li></ul>...
Customer Profile <ul><li>Characteristics of customers </li></ul><ul><li>Value proposition </li></ul><ul><li>Decision maker...
Competition <ul><li>[Significant competitor name] </li></ul><ul><ul><li>[Focus of their business] </li></ul></ul><ul><ul><...
Competition (2) <ul><li>[Significant competitor name] </li></ul><ul><ul><li>[Focus of their business] </li></ul></ul><ul><...
Partnerships <ul><li>Interested Parties </li></ul><ul><ul><li>Investor: [Lead Investor Company Name] </li></ul></ul><ul><u...
Products And Services <ul><li>[Product/service] </li></ul><ul><ul><li>Performance characteristics </li></ul></ul><ul><ul><...
Summary of Goals <ul><li>1 st  year </li></ul><ul><ul><li>Revenue: $[#] </li></ul></ul><ul><ul><li>Burn: $[#] </li></ul></...
Milestones (1) <ul><li>Stage 1: Founding the Business </li></ul><ul><ul><li>[mm/yy]: Incorporated </li></ul></ul><ul><ul><...
Milestones (2) <ul><li>Stage 2: Developing the Business </li></ul><ul><ul><li>[mm/yy]: Secure 2 nd  round (~$[6]m @ $[25]m...
Milestones (3) <ul><li>Stage 3: Stabilizing the Business </li></ul><ul><ul><li>[mm/yy]: Shore up management </li></ul></ul...
Marketing Plan <ul><li>Target Market/Demographics: [Segment Description] </li></ul><ul><li>Distribution and sales channels...
Financial Plan (1) <ul><li>Pricing Model Fundamentals </li></ul><ul><ul><li>[Product/Service]: $[#] per [unit(s)] [detail ...
Financial Plan (2) 05/26/09 DELETE THIS NOTE Insert a graph or spreadsheet of revenue and expense projections below.
Risks Addressed <ul><li>[Risk] </li></ul><ul><ul><li>[Response] </li></ul></ul><ul><li>[Risk] </li></ul><ul><ul><li>[Respo...
Expansion Potential <ul><li>[If there are things that can be done in the future to take the business into broader or addit...
Next Steps <ul><li>[Immediate and long term needs; if seeking funding, state specifics] </li></ul><ul><li>[Decisions to be...
<ul><li>Thank You. </li></ul>05/26/09
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Business Plan Highlights Template

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Sample template for startup business plan highights.

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Transcript of "Business Plan Highlights Template"

  1. 1. [Company Name or Logo] Business Plan Highlights Copy # __ for _________________________________ Property of [Company Name]; not authorized for distribution. - CONFIDENTIAL - Courtesy of
  2. 2. Agenda <ul><li>Introduction </li></ul><ul><ul><li>Overview </li></ul></ul><ul><ul><li>The Team </li></ul></ul><ul><ul><li>Business Highlights </li></ul></ul><ul><li>The Opportunity </li></ul><ul><ul><li>The Problem & Pain </li></ul></ul><ul><ul><li>The Solution </li></ul></ul><ul><ul><li>Market Summary </li></ul></ul><ul><ul><li>Customer Profile </li></ul></ul><ul><ul><li>Competition </li></ul></ul><ul><li>The Company </li></ul><ul><ul><li>Products and Services </li></ul></ul><ul><ul><li>Summary of Goals </li></ul></ul><ul><ul><li>Milestones </li></ul></ul><ul><ul><li>Marketing Plan </li></ul></ul><ul><ul><li>Financial Plan </li></ul></ul><ul><li>Conclusion </li></ul><ul><ul><li>Risks and Responses </li></ul></ul><ul><ul><li>Expansion Potential </li></ul></ul><ul><ul><li>Next Steps </li></ul></ul><ul><ul><li>Q & A </li></ul></ul>05/26/09
  3. 3. Overview <ul><li>[Elevator pitch.] </li></ul>05/26/09
  4. 4. The Team (1) <ul><li>President & CEO: [Name] </li></ul><ul><ul><li>[Years & nature of experience] </li></ul></ul><ul><ul><li>[Accomplishments] </li></ul></ul><ul><li>VP Sales: [Name] </li></ul><ul><ul><li>[Years & nature of experience] </li></ul></ul><ul><ul><li>[Accomplishments] </li></ul></ul><ul><li>VP Marketing: [Name] </li></ul><ul><ul><li>[Years & nature of experience] </li></ul></ul><ul><ul><li>[Accomplishments] </li></ul></ul>05/26/09
  5. 5. The Team (2) <ul><li>CTO/VP Product: [Name] </li></ul><ul><ul><li>[Years & nature of experience] </li></ul></ul><ul><ul><li>[Accomplishments] </li></ul></ul><ul><li>VP Services: [Name] </li></ul><ul><ul><li>[Years & nature of experience] </li></ul></ul><ul><ul><li>[Accomplishments] </li></ul></ul><ul><li>TBH </li></ul><ul><ul><li>CFO: ~[mm/yy] </li></ul></ul><ul><ul><li>President or COO: ~[mm/yy] </li></ul></ul><ul><ul><li>Management will adjust if the need arises </li></ul></ul>05/26/09
  6. 6. The Team (3) <ul><li>Board of Directors ([#] planned) </li></ul><ul><ul><li>Chairman: [Name] </li></ul></ul><ul><ul><ul><li>[Title] </li></ul></ul></ul><ul><ul><li>[Name] </li></ul></ul><ul><ul><ul><li>[Title] </li></ul></ul></ul><ul><ul><li>TBD </li></ul></ul><ul><ul><li>TBD </li></ul></ul><ul><ul><li>TBD </li></ul></ul><ul><li>Board of Advisors (~[#] planned) </li></ul><ul><ul><li>[Name] </li></ul></ul><ul><ul><ul><li>[Title] </li></ul></ul></ul>05/26/09
  7. 7. Business Highlights <ul><li>Core competency </li></ul><ul><li>Market Segment: [Commonly known name for it] </li></ul><ul><li>Customer base: [Businesses/Consumers/Both Businesses & Consumers] </li></ul><ul><li>Primary revenue source: [Product Sales/Service/etc.] </li></ul><ul><li>ROI for customers: [Formula based on current costs] </li></ul><ul><li>Are the dogs eating the dog food? </li></ul><ul><li>Scalability? </li></ul><ul><li>Strategic or nice-to-have? </li></ul>05/26/09
  8. 8. Business Highlights (2) <ul><li>Secondary revenue sources </li></ul><ul><ul><li>[Source] </li></ul></ul><ul><li>Overhead: [Low/Medium/High] </li></ul><ul><li>Profitability expected ~[#] months from incorporation </li></ul><ul><li>Exit strategy: [IPO/Buyout/Remain Private & Profitable] </li></ul>05/26/09
  9. 9. The Pain <ul><li>“ [Quote from prospect in pain]” – [Source] </li></ul><ul><li>“ [Quote from analyst regarding the need in or size of market]” – [Source] </li></ul><ul><li>“ [Quote from analyst regarding the need in or size of market]” – [Source] </li></ul>05/26/09
  10. 10. The Pain (2) 05/26/09 DELETE THIS NOTE Include relevant charts regarding the industry (i.e., where the product fits, growth of industry, bottlenecks solved, etc.)
  11. 11. Market Summary <ul><li>Target market value </li></ul><ul><ul><li>$[#] in [year] growing to $[#] in [future year] (Source) </li></ul></ul><ul><ul><li>[If additional sources, ditto above] </li></ul></ul><ul><li>Prospect base </li></ul><ul><ul><li>[#] [companies/consumers] (Source) </li></ul></ul><ul><li>Significant competitors: ~[#] </li></ul><ul><li>Total competitors: ~[#] </li></ul>05/26/09
  12. 12. Market Summary (2) 05/26/09 DELETE THIS NOTE Provide a map of potential partners, competitors & related companies
  13. 13. Market Summary (3) <ul><li>Trends </li></ul><ul><ul><li>[Past trend] </li></ul></ul><ul><ul><li>[Present trend] </li></ul></ul><ul><li>[Use graphics if useful] </li></ul>05/26/09
  14. 14. Customer Profile <ul><li>Characteristics of customers </li></ul><ul><li>Value proposition </li></ul><ul><li>Decision maker </li></ul><ul><li>How hungry for solution? (Pre-orders, testimonials, etc.) </li></ul>05/26/09
  15. 15. Competition <ul><li>[Significant competitor name] </li></ul><ul><ul><li>[Focus of their business] </li></ul></ul><ul><ul><li>Weaknesses </li></ul></ul><ul><ul><ul><li>[Weakness and how we exploit it] </li></ul></ul></ul><ul><ul><ul><li>[Weakness and how we exploit it] </li></ul></ul></ul><ul><ul><li>Strengths </li></ul></ul><ul><ul><ul><li>[Strength and how we address it] </li></ul></ul></ul><ul><ul><ul><li>[Strength and how we address it] </li></ul></ul></ul>05/26/09
  16. 16. Competition (2) <ul><li>[Significant competitor name] </li></ul><ul><ul><li>[Focus of their business] </li></ul></ul><ul><ul><li>Weaknesses </li></ul></ul><ul><ul><ul><li>[Weakness and how we exploit it] </li></ul></ul></ul><ul><ul><ul><li>[Weakness and how we exploit it] </li></ul></ul></ul><ul><ul><li>Strengths </li></ul></ul><ul><ul><ul><li>[Strength and how we address it] </li></ul></ul></ul><ul><ul><ul><li>[Strength and how we address it] </li></ul></ul></ul>05/26/09
  17. 17. Partnerships <ul><li>Interested Parties </li></ul><ul><ul><li>Investor: [Lead Investor Company Name] </li></ul></ul><ul><ul><li>Investor: [Venture Company Name] </li></ul></ul><ul><ul><li>[Law Firm & Attorney Name] </li></ul></ul><ul><ul><ul><li>Experienced in aggressive venture planning </li></ul></ul></ul>05/26/09
  18. 18. Products And Services <ul><li>[Product/service] </li></ul><ul><ul><li>Performance characteristics </li></ul></ul><ul><ul><li>Architecture </li></ul></ul><ul><ul><li>Cost characteristics </li></ul></ul><ul><ul><li>Pricing </li></ul></ul><ul><ul><li>Delivery mechanism </li></ul></ul><ul><ul><li>Available [#]Q [year] </li></ul></ul>05/26/09
  19. 19. Summary of Goals <ul><li>1 st year </li></ul><ul><ul><li>Revenue: $[#] </li></ul></ul><ul><ul><li>Burn: $[#] </li></ul></ul><ul><ul><li>Headcount: [#] </li></ul></ul><ul><ul><li>Customers: [#] </li></ul></ul><ul><li>2 nd year </li></ul><ul><ul><li>Revenue: $[#] </li></ul></ul><ul><ul><li>Burn: $[#] </li></ul></ul><ul><ul><li>Headcount: [#] </li></ul></ul><ul><ul><li>Customers: [#] </li></ul></ul><ul><ul><li>Achieve profitability </li></ul></ul><ul><li>3 rd year </li></ul><ul><ul><li>Revenue: $[#] </li></ul></ul><ul><ul><li>Burn: $[#] </li></ul></ul><ul><ul><li>Headcount: [#] </li></ul></ul><ul><ul><li>Customers: [#] </li></ul></ul><ul><ul><li>Take company public </li></ul></ul><ul><li>4 th year </li></ul><ul><ul><li>Revenue: $[#] </li></ul></ul><ul><ul><li>Burn: $[#] </li></ul></ul><ul><ul><li>Headcount: [#] </li></ul></ul><ul><ul><li>Customers: [#] </li></ul></ul>05/26/09
  20. 20. Milestones (1) <ul><li>Stage 1: Founding the Business </li></ul><ul><ul><li>[mm/yy]: Incorporated </li></ul></ul><ul><ul><li>[mm/yy]: Remaining legal documents filed </li></ul></ul><ul><ul><li>[mm/yy]: Secure angel funding ($[250]K @ $[1]m pre) </li></ul></ul><ul><ul><li>[mm/yy]: Ramp up hiring </li></ul></ul><ul><ul><li>[mm/yy]: Begin building initial product </li></ul></ul><ul><ul><li>[mm/yy]: Secure 1 st round (~$[2]m @ $[15]m pre) </li></ul></ul><ul><ul><li>[mm/yy]: Beta test and rework product </li></ul></ul><ul><ul><li>[mm/yy]: Begin offering initial product </li></ul></ul><ul><ul><li>[mm/yy]: Begin marketing activity </li></ul></ul><ul><ul><li>[mm/yy]: Aggressively obtain customers </li></ul></ul>05/26/09 DELETE THIS NOTE Replace bullets with check marks (  ) for items already completed. To do this, right-click the item and choose “Bullets and Numbering…”
  21. 21. Milestones (2) <ul><li>Stage 2: Developing the Business </li></ul><ul><ul><li>[mm/yy]: Secure 2 nd round (~$[6]m @ $[25]m pre) </li></ul></ul><ul><ul><li>[mm/yy]: Crank up marketing activity </li></ul></ul><ul><ul><li>[mm/yy]: Begin offering second product </li></ul></ul><ul><ul><li>[mm/yy]: Emphasize customer acquisition </li></ul></ul><ul><ul><li>Entertain any acquisition offers that arise </li></ul></ul>05/26/09
  22. 22. Milestones (3) <ul><li>Stage 3: Stabilizing the Business </li></ul><ul><ul><li>[mm/yy]: Shore up management </li></ul></ul><ul><ul><li>[mm/yy]: Secure 3 rd round (~$[20]m @ $[100]m pre) </li></ul></ul><ul><ul><li>[mm/yy]: File for IPO </li></ul></ul><ul><ul><li>[mm/yy]: Achieve profitability </li></ul></ul>05/26/09
  23. 23. Marketing Plan <ul><li>Target Market/Demographics: [Segment Description] </li></ul><ul><li>Distribution and sales channels </li></ul><ul><li>Pricing and positioning </li></ul><ul><li>Branding and strategic position </li></ul><ul><li>Media Mix: [Web Ads/Magazine Ads/Trade Shows/Billboards/TV/Radio] </li></ul><ul><li>Marketing and sales team development </li></ul>05/26/09
  24. 24. Financial Plan (1) <ul><li>Pricing Model Fundamentals </li></ul><ul><ul><li>[Product/Service]: $[#] per [unit(s)] [detail price evolution over time] </li></ul></ul><ul><li>Stabilized gross margins </li></ul><ul><li>Gross revenue, net income and growth by year </li></ul><ul><li>Cash flow and capitalization needs </li></ul>05/26/09 DELETE THIS NOTE Replace the bullets below with a spreadsheet if the pricing model is complex.
  25. 25. Financial Plan (2) 05/26/09 DELETE THIS NOTE Insert a graph or spreadsheet of revenue and expense projections below.
  26. 26. Risks Addressed <ul><li>[Risk] </li></ul><ul><ul><li>[Response] </li></ul></ul><ul><li>[Risk] </li></ul><ul><ul><li>[Response] </li></ul></ul>05/26/09
  27. 27. Expansion Potential <ul><li>[If there are things that can be done in the future to take the business into broader or additional markets, list them here.] </li></ul>05/26/09
  28. 28. Next Steps <ul><li>[Immediate and long term needs; if seeking funding, state specifics] </li></ul><ul><li>[Decisions to be made] </li></ul>05/26/09
  29. 29. <ul><li>Thank You. </li></ul>05/26/09
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