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Module 6 bus plan 2011

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  • 1. New England Professional Development Core Competency Training Module 6 Business Plan DevelopmentDescription:This program gives an overview of the major components that our clients should include in theirwritten and financial sections of a Business Plan. The following topics will be discussed: • The Executive Summary • Description of the Business • Target Markets • Advertising/Marketing/Promotion • Competition • Management Team • Personnel • Sources & Uses of Funds • Capital Equipment List • Historical Financial Information • P&L Projections • Cash Flow Projections • Projected Balance Sheets • Supporting DocumentsThis session will focus on various sections of the written portion of the Business Plan. Thestudents will see how to incorporate the material they covered previously in the Marketing andFinancial components of this training program into a business plan.There will also be a brief discussion on the pros and cons of business planning software and on-line templates.Duration:This workshop will start at 1 p.m. and end at 5 p.m. on Thursday November 10, 2011. Therewill be one 15 minute break.Goals & Anticipated Learning:The presenter will review each of the major components of a Business Plan. In addition, thespeaker will also explain the differences in style and depth for a plan that is used as: • A Management Planning Tool • A Loan Proposal for bank financing • A Proposal targeted to Investors • A Proposal targeted to Venture Capitalists
  • 2. Materials:Three brief case studies will be provided and will be utilized at various times to illustrate thetopics that are being discussed. The material included in Module #6 of the manual will serve asexcellent background information and additional resource information for the students. Pleaserefer to the Core Competencies Reference Manual, emailed to you prior to this session, for acomprehensive outline of other information in addition to what will be covered in this session.Due to the time limitations the presenter will cover what he considers to be the essentialinformation from the module. The speaker will have handouts in an outline format for hisversion of the Business Plan and samples of the Financial Projection Forms. Electronic versionsof the handouts will also be available to the participants.Educational Approach:The case studies will be incorporated into the general discussion, individual exercises and a teamexercise. The session will be interactive and there will be time for questions from the audienceand the opportunity to learn from each other. The materials and examples in this session will begeared toward providing new SBDC Business Advisors/Counselors/Consultants practicalinformation that will be very helpful in assisting their clients to develop the type of business planthat is most appropriate for the client’s situation.Presenter Biography:Michael HolbrookMr. Holbrook has over 25 years of experience working at the Massachusetts SBDC at ClarkUniversity. He is currently a Senior Business Advisor and Training Director for the Center. Heassists clients in developing feasibility studies, business plans, marketing plans and loanproposals. His consultation services have resulted in more than $25 million in loan approvalssince joining the SBDC. He has also worked with more than 4,000 clients and coordinated over250 seminars with several thousand attendees.Michael speaks on a variety of business topics to local business and civic groups on a regularbasis. He has been the featured guest speaker on several local radio programs as well a publicaccess cable T.V. In addition, he was selected to give presentations at the National ASBDCConferences in 2000, 2001, 2002, 2003, 2004 & 2005. He has also served on the N.E.P.D.committee from 2005 – 2011 developing programs, selecting speakers, revising curriculum andgiving presentations.Mr. Holbrook is also a member of the adjunct faculty at the Clark University Graduate School ofManagement and the Anna Maria College MBA Program. He has both a Bachelor’s Degree andMaster’s Degree from Fairfield University as well as an MBA from Anna Maria College.Contact Information:Senior Business Advisor and Training DirectorMassachusetts SBDCClark University950 Main St.Worcester, MA 01610508-793-7615mholbrook@clarku.edu