Business Plan and Entrepreneurship Toolkit - Overview and Approach.pptx

Business Plan & Entrepreneurship Toolkit
Overview and Approach
Created by ex-McKinsey, Deloitte &
BCG Consultants and Entrepreneurs

Problem
More than 8 out of 10 new businesses fail
2
82%
18%
New businesses failure rate (%)
Failure rate Success rate
Source: Consolidation of multiple surveys from New York Times, Harvard Business Review, and Australian Financial Review

Root causes of the problem
There are 7 main reasons why so many businesses fail.
3
34%
22%
18%
16%
6%
2% 2%
0%
5%
10%
15%
20%
25%
30%
35%
40%
Lack of product-
market fit
Marketing
problems
Team problems Finance
problems
Tech problems Operations
problems
Legal problems
Main reasons for failure of new businesses (%)
Source: Consolidation of multiple surveys from New York Times, Harvard Business Review, and Australian Financial Review

Our Solution
Our management consulting firm decided to create a Business Plan and Entrepreneurship Toolkit
that will help you build, run, and scale your own business.
4
The Business Plan and Entrepreneurship Toolkit includes:
Tools
Templates
Step-by-step
tutorials
Real-life
examples
Best
practices
Support from tier-1
management consultants
Frameworks
Toolkit

Objectives
The Business Plan and Entrepreneurship Toolkit includes frameworks, tools, templates, tutorials, real-life
examples, and best practices to help you:
5
• Build, run, and scale your own business with our comprehensive and simple 6-phase approach: (I) Generate business ideas and select the most
promising one, (II) Define your business model and identify your critical assumptions, (III) Gather data to validate or invalidate your critical assumptions, (IV)
Build a business plan, (V) Implement your business plan and gather more data along the way, (VI) Estimate the value of your business and raise funds.
• (I) Generate business ideas and select the most promising one: (1) Business idea generator, (2) Prioritization of business ideas.
• (II) Define your business model and identify your critical assumptions: (1) Key partners, (2) Key activities, (3) Key resources, (4) Value propositions, (5)
Customer relationships, (6) Channels, (7) Customer segments, (8) Cost structure, (9) Revenue stream, (10) Identify your most critical assumptions.
• (III) Gather data to validate or invalidate your critical assumptions: (1) Data required to validate or invalidate our critical assumptions, (2) Methods to get
the required data, (3) New data and insights, (4) Impacts on our business model, (5) Impacts on our business ideas prioritization.
• (IV) Build a business plan: (1) Problem to solve and solution, (2) Mission, vision, and strategic objectives, (3) Target market, (4) Market analysis, (5)
Competitor analysis, (6) Marketing plan, (7) Business structure, (8) Financial plan.
• (V) Implement your business plan and gather more data along the way: (1) Key performance indicators (KPIs) dashboard, (2) Action plan, (3) Monthly
budget to monitor the expenses and the revenue of your venture, (4) New data and insights, (5) Impacts on our business plan and business model.
• (VI) Estimate the value of your business and raise funds: (1) Build your 3 financial statements using our simple or sophisticated ready-made income
statements, cash flow statements and balance sheets, (2) Simple and sophisticated financial models to estimate your financials such as revenue, cost
savings, cash flow, net present value (NPV), ROI, IRR, payback period, and WACC, (3) Analyze the company’s financial performance by leveraging key
financial ratios such as efficiency ratios, solvency ratios, liquidity ratios, profitability ratios, leverage ratios, and return on investment ratios, (4) Top 3 business
valuation methods including discounted cash flow valuation model, precedent transaction analysis and comparable company analysis, (5) Venture capital
101 presentation summarizing how the venture capital industry works, the venture capital 6-phase process, how venture capital firms decide which startup
they should fund, and the growth stages and funding rounds of a successful start-up (6) Investor and startup term sheet including sections such as “Post-
money valuation”, “Amount of financing”, “Size of option pool”, “Vesting periods”, and “Board representation”, and a summary of all the terms and pitfalls to
avoid.

Our Approach
The Business Plan & Entrepreneurship Toolkit includes a 6-Phase Approach to help you build,
run and scale your own business.
6
I. Generate business
ideas & select the
most promising one
II. Define your
business model &
identify your critical
assumptions
IV. Build a business
plan
1. Business idea generator
2. Business ideas
prioritization
III. Gather data to
validate or invalidate
your critical
assumptions
V. Implement your
business plan and
gather more data
1. Key partners
2. Key activities
3. Key resources
4. Value propositions
5. Customer relationships
6. Channels
7. Customer segments
8. Cost structure
9. Revenue stream
10.Identify your most critical
assumptions
1. Data required to validate
or invalidate our critical
assumptions
2. Methods to get the
required data
3. New data and insights
4. Impacts on our business
model and business
ideas prioritization
1. Problem to solve &
solution
2. Mission, vision &
strategic objectives
3. Target market
4. Market analysis
5. Competitor analysis
6. Marketing plan
7. Business structure
8. Financial plan
1. Key performance
indicators (KPIs)
dashboard
2. Action plan
3. Monthly budget
plan and business model
VI. Estimate the value
of your business and
raise funds
1. Three financial
statements
2. Financial models
3. Company’s financial
performance analysis
4. Top 3 business valuation
methods
5. Venture Capital 101
6. Investor & Startup Term
Sheet

Our Approach
Our 6-phase approach is an iterative approach, where past phases will have to be updated
based on future data and insights.
7
Create your business
model and identify your
critical assumptions
2
Generate business ideas
and select the most
promising one
1
Implement your business
plan and gather more data
5
Gather data to validate or
invalidate your most critical
assumptions
3
Define your business
plan
4 6
Estimate the value of
your business and
raise funds
Update your business plan
Update your business model
canvas and assumptions
Update your business model canvas and
assumptions
Update the score of your
business idea

In the next slides, you’ll see a small preview of Phase I of our 6-phase
approach
8
ideas and select the
most promising one
II. Define your
business model and
assumptions
plan
2. Prioritization of business
ideas
III. Gather data to
your critical
assumptions
V. Implement your
business plan and
gather more data
along the way
1. Key partners
2. Key activities
3. Key resources
6. Channels
8. Cost structure
9. Revenue stream
assumptions
assumptions
required data
model and prioritization
of business ideas
solution
3. Target market
4. Market analysis
6. Marketing plan
8. Financial plan
1. Key performance
indicators (KPIs)
dashboard
2. Action plan
3. Monthly budget
raise funds
1. Three financial
statements
2. Financial models
methods
5. Venture Capital 101
6. Investor and startup term
sheet

Step-by-step framework to generate business ideas and prioritize them
Many people believe that they will never be able to create their own business because they think that they are not creative enough to
generate good business ideas. Well, the good news is that you do not really need to be creative to generate good business ideas. All you
need to be is methodical, by following these 5 simple steps:
1. Identify problems (or unfulfilled needs) that you or someone else face. Every week, you should witness multiple problems that
you or someone else face. All you need to do is to write them on our “Business Idea Generator” Excel sheet.
2. Describe the current solution (if any) to this problem (or unfulfilled need). If there are already great solutions delivered by many
great companies, it is probably wise to go directly to your next problem to be solved.
3. Describe your potential solution to this problem (or unfulfilled need). The solution is usually a product or service that would
solve the problem. If there is already a current solution, your potential solution should emphasize a unique selling proposition that
make your product/service better, or at least different.
4. Rate your solution by using these 4 criteria:
• Feasibility
• Desirability
• Viability
• Personal interest
5. Prioritize the business idea that has the best score.
To easily implement these 5 steps, you will need to use the Excel document “Business idea generator and prioritization”. While step 1 can be done
daily (or whenever you witness a problem during your day), steps 2, 3, 4, and 5 are usually done once a month.

We recommend using of 4 criteria to rate and prioritize your business
ideas
Desirability
Viability Feasibility
What is the potential
demand for this
product or service?
What is the
feasibility of
delivering this
product or
service?
What would be
the profitability
of this business
idea?
What is your level of
interest in trying to
solve this problem?
Personal
interest
+
Strategic Fit

Screenshot of our Excel sheet “Business idea generator and prioritization”
that will help you list, rate, and prioritize your business ideas

In the next slides, you’ll see a small preview of Phases II and III of our 6-
phase approach
12
ideas & select the
most promising one
II. Define your
business model &
assumptions
plan
ideas
III. Gather data to
your critical
assumptions
V. Implement your
business plan and
gather more data
along the way
1. Key partners
2. Key activities
3. Key resources
6. Channels
8. Cost structure
9. Revenue stream
assumptions
assumptions
required data
of business ideas
solution
3. Target market
4. Market analysis
6. Marketing plan
8. Financial plan
1. Key performance
indicators (KPIs)
dashboard
2. Action plan
3. Monthly budget
raise funds
1. Three financial
statements
2. Financial models
methods
5. Venture capital 101
sheet

13
What is the purpose of a Business Model Canvas?
A Business Model describes the rationale for how an organization creates, delivers, and captures value.
A Business Model Canvas is a lean strategic management tool that will help you develop new business models or
improve existing ones. It includes 9 building blocks, which were initially proposed in 2005 by Alexander Osterwalder:
1. Key Partners
2. Key Activities
3. Key Resources
4. Value Propositions
5. Customer Relationships
6. Channels
7. Customer Segments
8. Cost Structure
9. Revenue Stream
Feasibility: Can the company deliver its products and services?
Desirability: Is there customer demand for the company’s products and services?
Viability: Can the company be profitable?

14
Best practices to effectively use the Business
Model Canvas
When we use the Business Model Canvas with our clients, we usually like to organize workshops with key stakeholders.
The most common mistake we’ve noticed over the years is when a CEO only invites the Corporate & Business Strategy
team to the workshops. The stakeholders need to come from different functions such as Corporate & Business Strategy,
Finance, Sales, and Marketing. That way your business model will be designed or refined based on many different
perspectives, and the different functions will feel better engaged. And the more they feel engaged, the better they will
commit to the implementation of the business model.
We usually place an extra large size (e.g., A1) version of the Business Model Canvas (see next slide) on the wall so
groups of people can jointly start sketching and discussing business model elements using post-it notes or board
markers. Many of our clients also like to simply project the Business Model Canvas on a big screen using PowerPoint,
with one person responsible for writing the stakeholders’ inputs in real time. When available, we also like to use an
interactive display whiteboard such as Google Jamboard. Interactive display whiteboards are great tools, especially when
you have stakeholders attending your workshop online, which seems to be increasingly the case.
Please note that defining your business model should be an iterative process that will be refined along the way. The first
version of your business model will include many hypotheses. The idea is to test these in order to quickly validate or
invalidate them. Start by testing the most critical hypotheses.

Business Model Canvas
Tutorial
Key Partners
• List the key partners that will
help you optimize your
operations, reduce your risks,
and gain a competitive
advantage.
Value Propositions
• Define the problem you are
trying to solve, or the needs you
are trying to meet.
• List the products and services
you offer to solve the problem
or meet the needs of your
customers.
• Also include in this section your
unique selling proposition
(USP) that will distinguish you
from your competitors.
Key Activities
• List the most important
activities required to implement
the company's value
proposition.
Customer Relationships
• Identify the type of relationship
you want to create with your
customer segments. How will
you interact with them?
Cost Structure
• Estimate how much you are planning to spend on product development, marketing,
sales, website design and development, etc.
Revenue Stream
• Estimate how much you are planning to earn from your different sources of revenue.
• Estimate your earnings based on your costs and revenues.
Customer Segments
• Identify which customers you
try to serve (e.g., age, gender,
location, interests, languages,
habits).
Key Resources
• List the resources that are
necessary to create value for
your customers. These
resources could be human,
financial, physical, and
intellectual.
Channels
• List the different channels you
will be using to deliver your
value proposition to your
targeted customers. An
organization can reach its
clients through its own
channels, partner channels, or
a combination of both.
Feasibility Desirability Viability
Caption:

In the next slides, you’ll see a small preview of Phase IV of our 6-phase
approach
16
ideas & select the
most promising one
II. Define your
business model &
assumptions
plan
ideas
III. Gather data to
your critical
assumptions
V. Implement your
business plan and
gather more data
along the way
1. Key partners
2. Key activities
3. Key resources
6. Channels
8. Cost structure
9. Revenue stream
assumptions
assumptions
required data
model and business
ideas prioritization
solution
3. Target market
4. Market analysis
6. Marketing plan
8. Financial plan
1. Key performance
indicators (KPIs)
dashboard
2. Action plan
3. Monthly budget
raise funds
1. Three financial
statements
2. Financial models
methods
sheet

Business plan key success factors
17
A business plan has to be…
… well structured
… simple
… concise
… visually
attractive
1
2
3
4

An effective business plan needs to answer the following 10 questions:
18
What is your current situation?
What is your vision?
How will you reach your vision?
What do you offer?
How big is the market you are entering?
Who are the key players?
How will you differentiate yourself?
What will be your marketing plan?
What are the economics of
your business?
What is the capital requirement to get
your business started?
Effective
Business
Plan
Part of the Corporate & Business Strategy Toolkit

Competitor
Analysis
Marketing
Plan
Financial
Plan
Mission, Vision,
and Strategic
Objectives
Executive Summary
One-pager business plan
Market Analysis
Customer
Segments
Business
Structure
Problem to Solve
and Solution
Insert your own text
Capital required:
Source of capital:
Revenue streams:
Cost structure:
The best practice is to have
between 1 and 2 slides for the
Executive Summary.
Even if the Executive Summary is
usually done at the end, it should
be placed at the beginning of your
Business Plan.
19

Competitor Comparison (1/2)
Replace this text with the main takeaway from this slide.
Revenue Profit Market share Main activity
Number of
employees
Product quality
Insert your own
text
Competitor A Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Competitor B Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Competitor D Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Compare your competitors on the
most relevant criteria. These will
depend on your industry and
what you want to emphasize
20

PESTLE analysis
PESTLE
S
E L
Legal
• Replace the text with your own text
Environmental
P
E
T
Technological
Political
Economic
Social
See in the next slides a little more detail on the PESTLE tool
and some additional templates that you may prefer to the one
used in the document “Business Plan - Template”
21

Products & Services
Replace this text with your own text. Provide the key takeaway from this PowerPoint
slide
Product name Key Customer Benefits Key Features Unique Selling Proposition (USP)
Insert the name
of your product
or service
Insert your own text Insert your own text Insert your own text
Insert the name
of your product
or service
Insert the name
of your product
or service
Check the next slide for more
instructions regarding this slide
22

Products & Services
Replace this text with your own text. Provide the key takeaway from this PowerPoint
slide
Product name Key Customer Benefits Key Features Unique Selling Proposition (USP)
Insert the name
of your product
or service
A product benefit is what the user
gets from the product rather than its
physical characteristics or features
Features mean the characteristics
by which products are identified and
differentiated. They usually include
shape, color, function, and uses
this defines your company’s unique
position in the marketplace. It is an
often overlooked but very important
element of creating a business that
customers love. A strong unique
selling proposition allows you to
stand apart from competitors and
actively focus your energy on
creating things that cater to your
ideal group of customers
23

Market Profitability
Low Average High
Caption:
24
Buy the Business Plan Template to unlock content
Visit Website

See below 4 screenshots from Phase IV.
25
Business Plan Cover Page
Competitor Comparison
Mission and Vision Statements
Profit and Loss Forecast

In the next slides, you’ll see a small preview of Phase V of our 6-phase
approach
26
ideas & select the
most promising one
II. Define your
business model &
assumptions
plan
ideas
III. Gather data to
your critical
assumptions
V. Implement your
business plan and
gather more data
along the way
1. Key partners
2. Key activities
3. Key resources
6. Channels
8. Cost structure
9. Revenue stream
assumptions
assumptions
required data
of business ideas
solution
3. Target market
4. Market analysis
6. Marketing plan
8. Financial plan
1. Key performance
indicators (KPIs)
dashboard
2. Action plan
3. Monthly budget
raise funds
1. Three financial
statements
2. Financial models
methods
sheet

Total Cost
$40k
Chief Marketing Officer
John Doe
Net Cash Flow ($k)
Founder & CEO
John Doe
Key Past Milestones
• Insert your own text
Capital
$100k
Total Revenue
$10k
Chief Financial Officer
John Doe
Key Current Milestones
Key Performance Indicator (KPI) Dashboard
Business name: [insert your business name or logo]
Vision: [insert your vision or what you are trying to become]
27
Key Future Milestones
$0
$2
$4
$6
$8
$10
$12
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

See below multiple screenshots from Phase V.
28
Monthly Budget Action Plan Real-life Example

In the next slides, you’ll see a small preview of Phase VI of our 6-phase
approach
29
ideas & select the
most promising one
II. Define your
business model &
assumptions
plan
ideas
III. Gather data to
your critical
assumptions
V. Implement your
business plan and
gather more data
along the way
1. Key partners
2. Key activities
3. Key resources
6. Channels
8. Cost structure
9. Revenue stream
assumptions
assumptions
required data
of business ideas
solution
3. Target market
4. Market analysis
6. Marketing plan
8. Financial plan
1. Key performance
indicators (KPIs)
dashboard
2. Action plan
3. Monthly budget
raise funds
1. Three financial
statements
2. Financial models
methods
sheet

There are 6 categories of financial ratio that can be used to analyze a company’s
performance
30
1.Efficiency
ratios
2.Solvency
ratios
3.Liquidity
ratios
4.Profitability
ratios
5.Leverage
ratios
6.Return on
investment
ratios

1.Efficiency ratios are typically used to analyze how well a company uses its
assets and liabilities internally
31
1365 / turnover ratio gives you the days outstanding
2The average equals the value at the beginning of the year + the value at the end of the year divided by 2
Formula2 Definition2 Result
Ratio1
COGS / Average inventory The length of time it takes a company to sell inventory Insert your own text
Inventory turnover
ratio
Sales / Average accounts
receivable
The length of time it takes a company to collect accounts
receivable
Accounts receivable
turnover ratio
COGS / Average accounts
payable
The length of time it takes a company to pay its creditors Insert your own text
Accounts payable
turnover ratio
Sales / Average net assets The efficiency of asset usage within a company Insert your own text
Asset turnover ratio
Sales / Average fixed assets The efficiency of fixed asset usage within a company Insert your own text
Fixed asset turnover
ratio
Sales / Average working
capital
How effectively is a company using its working capital
(= current assets – current liabilities) to generate sales
Working capital
turnover ratio

See below multiple screenshots from Phase VI.
32
Discounted Cash Flow Valuation Model
2013A 2014A 2015A 2016E 2017E 2018E 2019E 2020E
Selected scenario: 1.Street scenario
Y/Y revenue growth (%) 18% 18% 18% 18% 18%
COGS as a % of revenue 17% 17% 17% 17% 17%
Selling expenses as a % of revenue 25% 25% 25% 25% 25%
1.Street scenario
Y/Y revenue growth (%) 19% 19% 16% 18% 18% 18% 18% 18%
COGS as a % of revenue 18% 17% 15% 17% 17% 17% 17% 17%
Selling expenses as a % of revenue 27% 24% 22% 25% 25% 25% 25% 25%
2.Optimistic scenario
3.Pessimistic scenario
Scenario
Actuals Estimates
Insert below your scenario #
1
Financial Model with Different Scenarios

Structure of the Toolkit
The Business Plan and Entrepreneurship Toolkit includes 200 PowerPoint slides and 30 Excel sheets
categorized into 5 folders that you can download on your device immediately after your purchase.
33
1
Overview and
Approach
200 editable Powerpoint slides* 30 editable Excel sheets*
+
*Please note that the number of PowerPoint slides and Excel sheets listed is the number of unique slides and sheets. For example, a PowerPoint slide
that has been duplicated to facilitate our clients’ understanding only counts for 1 slide.
2
I. Generate Business
Ideas and Select One
3
II. Define your
Business Model and
Identify your Critical
Assumptions
4
III. Gather Data to
Validate or Invalidate
your Critical
Assumptions
5
IV. Build a Business
Plan
6
V. Implement your
Business Plan
7
VI. Estimate the Value
of your Business and
Raise Funds

Interested in more than 1 Toolkit? You can access all our Toolkits for half the
price with the Gold Business & Consulting Package
www.slidebooks.com
Gold Business & Consulting Package
Learn More
34

Key Benefits of our Business & Consulting Toolkits
35
Improve the growth & efficiency of
your organization by leveraging
Business & Consulting Toolkits
created by ex-McKinsey, Deloitte &
BCG Consultants.
It cost us $1.7M to create all our
Business & Consulting Toolkits. Get
them for a fraction of this cost.
It’s like hiring Management
Consultants to create all the
practical Frameworks, Tools &
Templates required to gain a
competitive advantage.
Get the job done quicker and never
start from scratch again with our
ready-made and fully editable
Frameworks, Tools & Templates in
Powerpoint & Excel.
We have worked 20,000+ hours
over the past 5 years to create the
world’s best Business & Consulting
Toolkits. Don’t reinvent the wheel.
Download them now.
Improve your skills & capabilities
and meet your professional goals by
learning how the Fortune 100 and
Global Consulting Firms do it.
Get free support and advice from
our ex-McKinsey, Deloitte & BCG
Management Consultants.
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