What? Me Plan?  Sabrina Parsons CEO sabrina@paloalto.com  September 20, 2008 Oregon Small Business Fair
Logistics <ul><li>This presentation is downloadable: </li></ul><ul><li>mommyceo.wordpress.com </li></ul><ul><li>Email me a...
Introductions <ul><li>Participants </li></ul><ul><li>Sabrina Parsons </li></ul>Copyright 2005 Sabrina Parsons All Rights R...
Control Your Destiny Copyright 2005 Sabrina Parsons All Rights Reserved
Why Plan? Copyright 2005 Sabrina Parsons All Rights Reserved You are here now You want to go here
It’s a Process, Not Just a Plan Copyright 2005 Sabrina Parsons All Rights Reserved
Step 1: Situation Analysis Copyright 2005 Sabrina Parsons All Rights Reserved Situation Strategy Plan
Ideas vs. Opportunities Copyright 2005 Sabrina Parsons All Rights Reserved
Know Your Market Copyright 2005 Sabrina Parsons All Rights Reserved
What, Who, and How Many Copyright 2005 Sabrina Parsons All Rights Reserved
What’s the Problem? Copyright 2005 Sabrina Parsons All Rights Reserved Market Needs And What’s Your Solution?
Understand Market Segmentation Copyright 2005 Sabrina Parsons All Rights Reserved Laggards Early Adapters Opinion Leaders
Do Your Homework Copyright 2005 Sabrina Parsons All Rights Reserved
Simple Potential Market Copyright 2005 Sabrina Parsons All Rights Reserved
Keys to Success Copyright 2005 Sabrina Parsons All Rights Reserved
Competitive Advantage Copyright 2005 Sabrina Parsons All Rights Reserved Lowest  Price! Always! We Will Match Anybody! Fre...
Step 2: Strategy Copyright 2005 Sabrina Parsons All Rights Reserved Situation Strategy Plan
Strategy is Focus Copyright 2005 Sabrina Parsons All Rights Reserved The more priorities or key points included... The les...
Strategy is Tailored Copyright 2005 Sabrina Parsons All Rights Reserved
Strategy is Realistic Copyright 2005 Sabrina Parsons All Rights Reserved
Step 3: The Plan  Copyright 2005 Sabrina Parsons All Rights Reserved Situation Strategy Plan
Make it Concrete and Specific Copyright 2005 Sabrina Parsons All Rights Reserved
The Standard Outline Copyright 2005 Sabrina Parsons All Rights Reserved Executive Summary Company Description Product/Serv...
Tailor the Outline for Your Needs Copyright 2005 Sabrina Parsons All Rights Reserved Executive Summary Company Description...
Objectives Must be Measurable Copyright 2005 Sabrina Parsons All Rights Reserved
Do the Numbers Copyright 2005 Sabrina Parsons All Rights Reserved Sales Forecast Personnel Plan Profit or Loss Past Result...
Profits  ≠  Cash Copyright 2005 Sabrina Parsons All Rights Reserved
Copyright 2005 Sabrina Parsons All Rights Reserved
Copyright 2005 Sabrina Parsons All Rights Reserved
Business Plans vs Tax Accounting Copyright 2005 Sabrina Parsons All Rights Reserved
Educate Your Guesses Copyright 2005 Sabrina Parsons All Rights Reserved
Sample Milestones Copyright 2005 Sabrina Parsons All Rights Reserved
Step 4: Make it Happen Copyright 2005 Sabrina Parsons All Rights Reserved
Measure a Plan by its Implementation Copyright 2005 Sabrina Parsons All Rights Reserved Your bank account --- Your bank ac...
The  Complete  Planning Process Copyright 2005 Sabrina Parsons All Rights Reserved Follow-up Actions Results Plan Realisti...
Thank You  <ul><li>This presentation is downloadable at : </li></ul><ul><li>  mommyceo.wordpress.com </li></ul><ul><li>Ema...
End of Presentation Additional slides background only
Upcoming SlideShare
Loading in...5
×

What me Plan?

583

Published on

Why business planning is important

Published in: Business, News & Politics
0 Comments
1 Like
Statistics
Notes
  • Be the first to comment

No Downloads
Views
Total Views
583
On Slideshare
0
From Embeds
0
Number of Embeds
1
Actions
Shares
0
Downloads
0
Comments
0
Likes
1
Embeds 0
No embeds

No notes for slide
  • http://www.bplans.com/dp/
  • Transcript of "What me Plan?"

    1. 1. What? Me Plan? Sabrina Parsons CEO sabrina@paloalto.com September 20, 2008 Oregon Small Business Fair
    2. 2. Logistics <ul><li>This presentation is downloadable: </li></ul><ul><li>mommyceo.wordpress.com </li></ul><ul><li>Email me at: </li></ul><ul><ul><li>sabrina@paloalto.com </li></ul></ul><ul><li>Business plan website: www.bplans.com </li></ul><ul><li>Software website: www.paloalto.com </li></ul>Copyright 2005 Sabrina Parsons All Rights Reserved
    3. 3. Introductions <ul><li>Participants </li></ul><ul><li>Sabrina Parsons </li></ul>Copyright 2005 Sabrina Parsons All Rights Reserved
    4. 4. Control Your Destiny Copyright 2005 Sabrina Parsons All Rights Reserved
    5. 5. Why Plan? Copyright 2005 Sabrina Parsons All Rights Reserved You are here now You want to go here
    6. 6. It’s a Process, Not Just a Plan Copyright 2005 Sabrina Parsons All Rights Reserved
    7. 7. Step 1: Situation Analysis Copyright 2005 Sabrina Parsons All Rights Reserved Situation Strategy Plan
    8. 8. Ideas vs. Opportunities Copyright 2005 Sabrina Parsons All Rights Reserved
    9. 9. Know Your Market Copyright 2005 Sabrina Parsons All Rights Reserved
    10. 10. What, Who, and How Many Copyright 2005 Sabrina Parsons All Rights Reserved
    11. 11. What’s the Problem? Copyright 2005 Sabrina Parsons All Rights Reserved Market Needs And What’s Your Solution?
    12. 12. Understand Market Segmentation Copyright 2005 Sabrina Parsons All Rights Reserved Laggards Early Adapters Opinion Leaders
    13. 13. Do Your Homework Copyright 2005 Sabrina Parsons All Rights Reserved
    14. 14. Simple Potential Market Copyright 2005 Sabrina Parsons All Rights Reserved
    15. 15. Keys to Success Copyright 2005 Sabrina Parsons All Rights Reserved
    16. 16. Competitive Advantage Copyright 2005 Sabrina Parsons All Rights Reserved Lowest Price! Always! We Will Match Anybody! Free parking! Technical Excellence
    17. 17. Step 2: Strategy Copyright 2005 Sabrina Parsons All Rights Reserved Situation Strategy Plan
    18. 18. Strategy is Focus Copyright 2005 Sabrina Parsons All Rights Reserved The more priorities or key points included... The less likelihood of implementation... Focus
    19. 19. Strategy is Tailored Copyright 2005 Sabrina Parsons All Rights Reserved
    20. 20. Strategy is Realistic Copyright 2005 Sabrina Parsons All Rights Reserved
    21. 21. Step 3: The Plan Copyright 2005 Sabrina Parsons All Rights Reserved Situation Strategy Plan
    22. 22. Make it Concrete and Specific Copyright 2005 Sabrina Parsons All Rights Reserved
    23. 23. The Standard Outline Copyright 2005 Sabrina Parsons All Rights Reserved Executive Summary Company Description Product/Service Description Market Analysis Strategy/Implementation Summary Management Team Financial Plan <ul><li>History </li></ul><ul><li>Ownership </li></ul><ul><li>Start-up Plan </li></ul><ul><li>Start-up Costs </li></ul><ul><li>Location </li></ul><ul><li>Facilities </li></ul><ul><li>Target Market </li></ul><ul><li>Market Growth </li></ul><ul><li>Segmentation </li></ul><ul><li>Market Trends </li></ul><ul><li>Market Forecast </li></ul><ul><li>What you sell </li></ul><ul><li>Description </li></ul><ul><li>Benefits </li></ul><ul><li>Features </li></ul><ul><li>Sourcing </li></ul><ul><li>Technology </li></ul><ul><li>Marketing Strategy </li></ul><ul><li>Sales Forecast </li></ul><ul><li>Milestones </li></ul><ul><li>Activities </li></ul><ul><li>Organization </li></ul><ul><li>Key Team Members </li></ul><ul><li>Management Gaps </li></ul><ul><li>Personnel Plan </li></ul><ul><li>Funding Strategy </li></ul><ul><li>Profit & Loss </li></ul><ul><li>Cash Flow </li></ul><ul><li>Balance Sheet </li></ul><ul><li>Mission </li></ul><ul><li>Vision </li></ul><ul><li>Objectives </li></ul><ul><li>Keys to Success </li></ul>
    24. 24. Tailor the Outline for Your Needs Copyright 2005 Sabrina Parsons All Rights Reserved Executive Summary Company Description Product/Service Description Market Analysis Strategy/Implementation Summary Management Team Financial Plan
    25. 25. Objectives Must be Measurable Copyright 2005 Sabrina Parsons All Rights Reserved
    26. 26. Do the Numbers Copyright 2005 Sabrina Parsons All Rights Reserved Sales Forecast Personnel Plan Profit or Loss Past Results Balance Sheet
    27. 27. Profits ≠ Cash Copyright 2005 Sabrina Parsons All Rights Reserved
    28. 28. Copyright 2005 Sabrina Parsons All Rights Reserved
    29. 29. Copyright 2005 Sabrina Parsons All Rights Reserved
    30. 30. Business Plans vs Tax Accounting Copyright 2005 Sabrina Parsons All Rights Reserved
    31. 31. Educate Your Guesses Copyright 2005 Sabrina Parsons All Rights Reserved
    32. 32. Sample Milestones Copyright 2005 Sabrina Parsons All Rights Reserved
    33. 33. Step 4: Make it Happen Copyright 2005 Sabrina Parsons All Rights Reserved
    34. 34. Measure a Plan by its Implementation Copyright 2005 Sabrina Parsons All Rights Reserved Your bank account --- Your bank account, if there had been no plan Value of the business plan
    35. 35. The Complete Planning Process Copyright 2005 Sabrina Parsons All Rights Reserved Follow-up Actions Results Plan Realistic Specific Simple
    36. 36. Thank You <ul><li>This presentation is downloadable at : </li></ul><ul><li> mommyceo.wordpress.com </li></ul><ul><li>Email me at: </li></ul><ul><ul><li>sabrina@paloalto.com </li></ul></ul><ul><li>Business plan website: bplans.com </li></ul><ul><li>Software website: paloalto.com </li></ul>Copyright 2005 Sabrina Parsons All Rights Reserved
    37. 37. End of Presentation Additional slides background only

    ×