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Business Plans          For The Real World
Presentation Overview1 Why a Business Plan?              •   Customers • Strategic Guide                  •   Marketing an...
1. Why a Business Plan?• Strategic Guide• Lenders• Investors
Strategic Guide• Where Do You Want To Go?• How Are You Going to Get There?• What Market Niches?• How Much is it Going to C...
Lender Expectations• Good Business Track Record• Ability to Repay• Staying Power• Collateral
Investor Expectations• Competitive Advantage• Huge Market• Strong Management Team• Strong Marketing and Sales Plan• Some S...
2. Funding Sources• Savings• Friends and Family• Financial Institutions / Banks• Angel Investors• Venture Capital
3. Business Plan Content• Executive Summary• Company Description• Product/Services Description• Industry Overview• Market ...
Business Plan Content• Customers• Marketing and Sales Plans• Development• Operations• Management Personnel• Financial Summ...
Executive Summary• A mini-business plan in one or two pages• Highlights the most important points of  your business plan• ...
Executive Summary• Identify the company, its background,  structure and location• Describe what the company does, and the ...
Executive Summary• Outline the backgrounds and experience  of the top management team• Describe the funding required, the ...
Company Overview• Brief Company Introduction •   Mission statement •   Location, size, history •   Market and products •  ...
Products/Services• Products / Services • What does it do? • Uniqueness • Competitive Advantage• Technology • Brief descrip...
Industry Overview• Set The Stage• Industry Definition and Description • Major players within the industry • Factors drivin...
Market Analysis• Market Definition • Primary Market • Secondary Markets• Market Size and Trends • Current total revenues •...
Competitors• Direct Competitors •   Who are they? •   Size and product breadth •   Revenues and profitability •   Strength...
Customers• Customer Characteristics •   Who are they? •   Why do they buy? •   Need satisfied by the product/service •   H...
Marketing and Sales Plans• Statement of Opportunity• Marketing and Sales Objectives• Existing Customers• Potential Custome...
Marketing Strategies• Product/Service Strategy• Pricing Strategy• Distribution Strategy• Advertising and Promotion Strateg...
Marketing and Sales Plans• Marketing Programs •   Direct Mail •   Trade Shows •   Advertising •   Internet •   Publicity/P...
Marketing and Sales Plans• Sales Plan •   Sales force structure – (direct or reps) •   Sales expectations/quotas •   Margi...
Development• R & D Plan •   Objectives •   Milestones and current status •   Difficulties and risks •   Staffing •   R & D...
Operations• Manufacturing/Production Plan •   Objectives •   Facilities •   Staffing •   Subcontractors •   Quality Contro...
Management• Company Organization• Management Team• Administrative Expenses
Management Team• President• VP Finance• VP Sales• VP Marketing• VP Manufacturing• Board of Advisors
Personnel• Human Resource Plan •   Staffing Objectives •   Organizational Structure •   3-5 year growth plan •   Budget
Financials• Pro-forma Cash Flow Projections• Pro-forma Profit & Loss Statements• Pro-forma Balance Sheet
Offering• Investment Requirements• Pro-forma Valuation of Business• Offer
Summary of Financials• Financial Objectives • Time to Cash Flow Positive • Time to profitability• Financial Assumptions• C...
Summary of Financials• Financial Objectives • Time to Cash Flow Positive • Time to profitability• Financial Assumptions• C...
Appendices• Resumes of Key Management• Patent Information• Customer List• Testimonials• Supplemental Financial Spreadsheet...
Questions?
Class AssignmentBeing a marketing manager of Sinopec Limited, writea Business Plan to your Chairman: Mr. Fu Chengyu onany ...
How to make a Corporate Business Plan
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How to make a Corporate Business Plan

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Tips to make a successful business plan/proposal?

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How to make a Corporate Business Plan

  1. 1. Business Plans For The Real World
  2. 2. Presentation Overview1 Why a Business Plan? • Customers • Strategic Guide • Marketing and Sales Plans • Lenders • Development • Investors • Operations2 Funding Sources • Management Personnel3 Business Plan Content • Financial Summary • Appendices • Executive Summary • Company Description • Product/Services Description • Industry Overview • Market Analysis • Competitors
  3. 3. 1. Why a Business Plan?• Strategic Guide• Lenders• Investors
  4. 4. Strategic Guide• Where Do You Want To Go?• How Are You Going to Get There?• What Market Niches?• How Much is it Going to Cost?• Greatest Profit Opportunity?
  5. 5. Lender Expectations• Good Business Track Record• Ability to Repay• Staying Power• Collateral
  6. 6. Investor Expectations• Competitive Advantage• Huge Market• Strong Management Team• Strong Marketing and Sales Plan• Some Skin in the Game• Obscene Return• Exit Strategy
  7. 7. 2. Funding Sources• Savings• Friends and Family• Financial Institutions / Banks• Angel Investors• Venture Capital
  8. 8. 3. Business Plan Content• Executive Summary• Company Description• Product/Services Description• Industry Overview• Market Analysis• Competitors
  9. 9. Business Plan Content• Customers• Marketing and Sales Plans• Development• Operations• Management Personnel• Financial Summary• Appendices
  10. 10. Executive Summary• A mini-business plan in one or two pages• Highlights the most important points of your business plan• It is NOT an introduction to the plan• It must grab your reader, and entice him/her to read further
  11. 11. Executive Summary• Identify the company, its background, structure and location• Describe what the company does, and the market it serves• Describe the market potential for the company’s products and services, market trends, etc.
  12. 12. Executive Summary• Outline the backgrounds and experience of the top management team• Describe the funding required, the purposes for which it will be used, the collateral available (if for a lender), and the expected outcomes
  13. 13. Company Overview• Brief Company Introduction • Mission statement • Location, size, history • Market and products • Overview of company capabilities • Objectives
  14. 14. Products/Services• Products / Services • What does it do? • Uniqueness • Competitive Advantage• Technology • Brief description • Applications• Commercialization Status • Brief overview
  15. 15. Industry Overview• Set The Stage• Industry Definition and Description • Major players within the industry • Factors driving dynamics • New products and developments• Legislation and Policies Driving the Industry• Historical and Future Trends
  16. 16. Market Analysis• Market Definition • Primary Market • Secondary Markets• Market Size and Trends • Current total revenues • Predicted annual growth rate
  17. 17. Competitors• Direct Competitors • Who are they? • Size and product breadth • Revenues and profitability • Strengths and weaknesses • Market shares• Indirect Competitors
  18. 18. Customers• Customer Characteristics • Who are they? • Why do they buy? • Need satisfied by the product/service • How is the need currently filled? • What are the alternatives? • Who makes the decision to buy? • How frequently do they purchase?
  19. 19. Marketing and Sales Plans• Statement of Opportunity• Marketing and Sales Objectives• Existing Customers• Potential Customers • Prospects targeted • How prospects will be targeted and qualified
  20. 20. Marketing Strategies• Product/Service Strategy• Pricing Strategy• Distribution Strategy• Advertising and Promotion Strategy• Sales Strategy• Marketing and Sales Forecasts
  21. 21. Marketing and Sales Plans• Marketing Programs • Direct Mail • Trade Shows • Advertising • Internet • Publicity/Public Relations • Marketing Budget• Pricing • Basis for targeted price point • Margins and profitability by volume levels
  22. 22. Marketing and Sales Plans• Sales Plan • Sales force structure – (direct or reps) • Sales expectations/quotas • Margins given to intermediaries • Service and warranties • Sales Budget • Organizational chart indicating planned growth
  23. 23. Development• R & D Plan • Objectives • Milestones and current status • Difficulties and risks • Staffing • R & D Budget and assumptions
  24. 24. Operations• Manufacturing/Production Plan • Objectives • Facilities • Staffing • Subcontractors • Quality Control • Budget / Operating Expenses
  25. 25. Management• Company Organization• Management Team• Administrative Expenses
  26. 26. Management Team• President• VP Finance• VP Sales• VP Marketing• VP Manufacturing• Board of Advisors
  27. 27. Personnel• Human Resource Plan • Staffing Objectives • Organizational Structure • 3-5 year growth plan • Budget
  28. 28. Financials• Pro-forma Cash Flow Projections• Pro-forma Profit & Loss Statements• Pro-forma Balance Sheet
  29. 29. Offering• Investment Requirements• Pro-forma Valuation of Business• Offer
  30. 30. Summary of Financials• Financial Objectives • Time to Cash Flow Positive • Time to profitability• Financial Assumptions• Capital Requirements• Exit Scenario
  31. 31. Summary of Financials• Financial Objectives • Time to Cash Flow Positive • Time to profitability• Financial Assumptions• Capital Requirements• Exit Scenario
  32. 32. Appendices• Resumes of Key Management• Patent Information• Customer List• Testimonials• Supplemental Financial Spreadsheets• References
  33. 33. Questions?
  34. 34. Class AssignmentBeing a marketing manager of Sinopec Limited, writea Business Plan to your Chairman: Mr. Fu Chengyu onany of the following topics: a. A proposal to install an oil refinery. b. A plan to initiate a loyalty program to generate more customers. c. A proposal to diversify into pharmaceuticals. d. A business plan to of your choice to build a global image of the company.

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