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Business Planning
How to Build A Successful Business Plan for a Start-Up
Why write a Business Plan
1. Because I have to…
– Needed for financing
– Strategic partnering
– Attract key people/investo...
Why write a Business Plan
2. Because I Need to Understand My Business
– The Plan is the result of a planning process
– Peo...
Elements of the Business Plan
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.

Executive Summary
The opportunity, company, product/serv...
The Right Ingredients
•
•
•
•

A TEAM with Relevant Experience
Market Size
Idea
Technology

• Competitive Advantage
• Reas...
Company
Structure
Idea

Financials

Market
Operations
&
Production
Competitive
Edge

Team
Marketing
Strategy

Business
Pla...
Business Planning Steps
1.
2.
3.
4.
5.
6.
7.

Idea generation, Vision, Mission, Objectives,
Strategies
Market research and...
Business Planning Steps
1.
2.
3.
4.
5.
6.
7.

Idea generation, Vision, Mission, Objectives,
Strategies
Market research and...
1. The Idea
• Innovative product or service
• Visualize a market gap – you can
add value
• Imported idea
Planning Model
VISON
Evaluation
Environmental
Scanning

Strategy Formulation

Strategy Implementation

&

Control

Externa...
SWOT Analysis
Strengths

How maximize them
Internal

Weaknesses

How minimize their effects

Opportunities

How you capita...
Vision
Where do you want to go at
the end?

Vision

Objectives
What is the road
map and major mile
stones?

4th Objective
...
Who are your stakeholders and what is
your mission to each one of them?
Religion

Community

Country

Family

Mission:
Sta...
Who are your stakeholders and what is
your mission to each one of them?
Suppliers

Community

Country

Shareholders

Missi...
Business Planning Steps
1.
2.
3.
4.
5.
6.
7.

Idea generation, Vision, Mission, Objectives,
Strategies
Market research and...
2. Market Analysis
• Market size
– How big is it NOW?
– Trends – how fast is it or will it grow?

• Market Players – Compe...
Business Planning Steps
1.
2.
3.
4.
5.
6.
7.

Idea generation, Vision, Mission, Objectives,
Strategies
Market research and...
3. Marketing Strategy
• Who are my TARGET customers?
• Why would they buy my product?
• How much would they pay?
• What ar...
Marketing Plan Process
Defining Target Market
Needs, Wants, Demand

Marketing Mix
4 Ps

Marketing Research
Product

Segmen...
Business Planning Steps
1.
2.
3.
4.
5.
6.
7.

Idea generation , Vision, Mission, Objectives,
Strategies
Market research an...
4. Production plan
• Technology
• Equipment
• Raw Material Sourcing
• Operation Plan and Capacity
Business Planning Steps
1.

2.
3.
4.
5.
6.
7.

Idea generation , Vision, Mission, Objectives,
Strategies
Market research a...
5. Management Plans
• Getting the RIGHT Team on board
• Training
• Delegation
• Empowerment
Business Planning Steps
1.
2.
3.
4.
5.
6.
7.

Idea generation , Vision, Mission, Objectives,
Strategies
Market research an...
Financial Section
What Investors is looking for in Financial Section:
1.
2.
3.
4.
5.
6.
7.
8.
9.

Total Investments
Breakd...
Financial Plans
• Income Statement Projections
–
–
–
–
–

Revenues Assumptions
Costs/Expenses Assumptions
Depreciation Ass...
Income Statement
Statement
Income

Objective: provides information about the firm’s operating activities over a specific
p...
Cash Flow Statement
Objective: provides information about the firm’s cash position and sources of cash in and cash-out
1- ...
Balance Sheet
Objective: provides summary of what the business owns and what it owes
to both lenders and investors. (Asset...
Measuring Performance
1.

Net Present Value (NPV)

2.

Internal Rate of Return (IRR)

3.

Breakeven Analysis

4.

Payback ...
Business Planning Steps
1.
2.
3.
4.
5.
6.
7.

Idea generation
Market research and Analysis
Marketing strategy
Production p...
7. The Company
• Name – logo - slogan
• Legal structure

• Location
Elements of the Business Plan
1.
2.
3.
4.
5.
6.
7.
8.
9.

Executive Summary
The opportunity, company, product/service, vis...
Finally: No Risk … No Gain

“If we all did the things we are really capable of doing, we would
literally astound ourselves...
Thank You and May Allah Bless You
Business plan by Omar shawky
Business plan by Omar shawky
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Transcript of "Business plan by Omar shawky"

  1. 1. Business Planning How to Build A Successful Business Plan for a Start-Up
  2. 2. Why write a Business Plan 1. Because I have to… – Needed for financing – Strategic partnering – Attract key people/investors – Organize my thoughts
  3. 3. Why write a Business Plan 2. Because I Need to Understand My Business – The Plan is the result of a planning process – People Don’t Plan to Fail; They Fail to Plan • Who are my customers? • Why will they buy my product or service? • What will they pay? • How will I make and deliver/sell the service/product? • What resources (people, money, technology) do I need? • Can I make money / create value? • Do I have the right team on board?
  4. 4. Elements of the Business Plan 1. 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. Executive Summary The opportunity, company, product/service, vision, mission & objectives Market research/analysis / SWOT Analysis Marketing plan Design and development plan Manufacturing and operations plan Management team Financial plan (Capital Required, Projections, Returns) Company Formation Action Plan Investors’ Presentation
  5. 5. The Right Ingredients • • • • A TEAM with Relevant Experience Market Size Idea Technology • Competitive Advantage • Reasonable Projections • Exit Strategy
  6. 6. Company Structure Idea Financials Market Operations & Production Competitive Edge Team Marketing Strategy Business Plan
  7. 7. Business Planning Steps 1. 2. 3. 4. 5. 6. 7. Idea generation, Vision, Mission, Objectives, Strategies Market research and Analysis Marketing strategy Production planning Management and Organization Financial plan Company formulation
  8. 8. Business Planning Steps 1. 2. 3. 4. 5. 6. 7. Idea generation, Vision, Mission, Objectives, Strategies Market research and Analysis Marketing strategy Production planning Management and Organization Financial plan Company formulation
  9. 9. 1. The Idea • Innovative product or service • Visualize a market gap – you can add value • Imported idea
  10. 10. Planning Model VISON Evaluation Environmental Scanning Strategy Formulation Strategy Implementation & Control External Country Analysis: PEST Forces Industry Analysis: Porter 5 Forces Internal Company Analysis: Value Chain Mission Reasons for existence Objectives What Strategies results to accomplish Plan to when achieve mission & objectives Policies Broad guidelines for decision making Programs Activities Budget needed to Cost of the accomplish programs a plan Feedback Learning Procedures Sequences of steps needed to do the job Performance Actual Results
  11. 11. SWOT Analysis Strengths How maximize them Internal Weaknesses How minimize their effects Opportunities How you capitalize on them External Threats How you avoid them
  12. 12. Vision Where do you want to go at the end? Vision Objectives What is the road map and major mile stones? 4th Objective Strategy 3rd Objective SMART Specific Measurable Achievable Relevant Time-Bound 2nd Objective 1st Objective How will you reach your objectives?
  13. 13. Who are your stakeholders and what is your mission to each one of them? Religion Community Country Family Mission: Stakeholders Work Friends
  14. 14. Who are your stakeholders and what is your mission to each one of them? Suppliers Community Country Shareholders Mission: Stakeholders Employees Customers
  15. 15. Business Planning Steps 1. 2. 3. 4. 5. 6. 7. Idea generation, Vision, Mission, Objectives, Strategies Market research and Analysis Marketing strategy Production planning Management and Organization Financial plan Company formulation
  16. 16. 2. Market Analysis • Market size – How big is it NOW? – Trends – how fast is it or will it grow? • Market Players – Competitors – Competitive Advantage – Estimated market shares – Existing/planned products in the marketplace • Is this the RIGHT TIME for my product? • Is there a GAP that I can fill?
  17. 17. Business Planning Steps 1. 2. 3. 4. 5. 6. 7. Idea generation, Vision, Mission, Objectives, Strategies Market research and Analysis Marketing strategy Production planning Management and Organization Financial plan Company formulation
  18. 18. 3. Marketing Strategy • Who are my TARGET customers? • Why would they buy my product? • How much would they pay? • What are the special features in my product? • What is my competitive advantage It is all about your EDGE
  19. 19. Marketing Plan Process Defining Target Market Needs, Wants, Demand Marketing Mix 4 Ps Marketing Research Product Segmenting Targeting Positioning Price Place Promotion Variety Quality Design Features Brand Packaging Size Services Warranty Return Price List Discounts Allowances Payments Credit Channels Coverage Promotions Advertising Location Sales Force Inventory Transport Public relation Push / Pull Direct marketing
  20. 20. Business Planning Steps 1. 2. 3. 4. 5. 6. 7. Idea generation , Vision, Mission, Objectives, Strategies Market research and Analysis Marketing strategy Production planning Management and Organization Financial plan Company formulation
  21. 21. 4. Production plan • Technology • Equipment • Raw Material Sourcing • Operation Plan and Capacity
  22. 22. Business Planning Steps 1. 2. 3. 4. 5. 6. 7. Idea generation , Vision, Mission, Objectives, Strategies Market research and Analysis Marketing strategy Production planning Management and Organization Financial plan Company formulation
  23. 23. 5. Management Plans • Getting the RIGHT Team on board • Training • Delegation • Empowerment
  24. 24. Business Planning Steps 1. 2. 3. 4. 5. 6. 7. Idea generation , Vision, Mission, Objectives, Strategies Market research and Analysis Marketing strategy Production planning Management and Organization Financial plan Company formulation
  25. 25. Financial Section What Investors is looking for in Financial Section: 1. 2. 3. 4. 5. 6. 7. 8. 9. Total Investments Breakdown of Investments (Land, Building, Equipment, People, Working Capital, …etc.) Income Statement Projections Cash Flow Statement Projections Initial Balance Sheet Net Present Value (NPV) Internal Rate of Return (IRR) Breakeven Analysis Payback Period
  26. 26. Financial Plans • Income Statement Projections – – – – – Revenues Assumptions Costs/Expenses Assumptions Depreciation Assumptions Interest Expenses Assumptions Taxes • Cash Flow Projections – – – – Initial investment Working Capital (Payables vs Receivables) Capital Expenditure (Capex) Debt Assumptions
  27. 27. Income Statement Statement Income Objective: provides information about the firm’s operating activities over a specific period of time. Revenue: 100 100% 60 40 60% 40% 8 8% Sales & Marketing - Total Operating Expenses Earning Before Interest, Tax, Depreciation & Amortization (EBITDA) - Depreciation & Amortization Earning Before Interest and Tax (EBIT) - Interest Expenses Net Income Before Tax -Taxes 12 20 20 5 15 5 10 2 12% 20% 20% 5% 15% 5% 10% 2% Net Income 8 8% - Cost of Goods Sold (COGS): Gross Profit (Profit Margin) Operating Expenses: General & Administration
  28. 28. Cash Flow Statement Objective: provides information about the firm’s cash position and sources of cash in and cash-out 1- Cash Provided from Operations: + Net Income 8 +Depreciation & Amortization -Increase in Receivables +Increase in Payables 5 (1) 4 Total Cash from Operations 2- Cash Provided from Investing: -Capital Expenditure 16 +Sale of equipment, land..etc +Sale of stocks in portfolio (3) 1 1 Total Cash from Investing 3- Cash from Financing: (1) -Repayment of debt +Sale of common stock -Cash Dividends Total Cash from Financing Total Cash Flow (1) 1 (5) (5) 10
  29. 29. Balance Sheet Objective: provides summary of what the business owns and what it owes to both lenders and investors. (Assets = Liability + Shareholder's Equity) Liabilities Assets Current Assets: Cash and securities Account Receivables Inventories 15 10 25 Total Current Assets 50 Plant Land Furniture 30 15 5 Total Assets 100 Current Liabilities: Accounts Payables 10 Short-term borrowing Total Current Liabilities Long Term Debt Total Liabilities 15 25 25 50 Shareholders’ Equity Common Stocks Retained earnings 20 30 Total S.E. Total Liab. + S.E. 50 100
  30. 30. Measuring Performance 1. Net Present Value (NPV) 2. Internal Rate of Return (IRR) 3. Breakeven Analysis 4. Payback Period
  31. 31. Business Planning Steps 1. 2. 3. 4. 5. 6. 7. Idea generation Market research and Analysis Marketing strategy Production planning Management and Organization Financial plan Company formulation
  32. 32. 7. The Company • Name – logo - slogan • Legal structure • Location
  33. 33. Elements of the Business Plan 1. 2. 3. 4. 5. 6. 7. 8. 9. Executive Summary The opportunity, company, product/service, vision, mission & objectives Market research/analysis / SWOT Analysis Marketing plan Design and development plan Manufacturing and operations plan Management team Financial plan (Capital Required, Projections, Returns) Company Formation 10. Action Plan – Objectives 11. Investors’ Presentation
  34. 34. Finally: No Risk … No Gain “If we all did the things we are really capable of doing, we would literally astound ourselves” Thomas Edison
  35. 35. Thank You and May Allah Bless You
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