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and market strategies
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Writing a Business Plan
an interactive approach in

12 steps
Hard, long work
Frustrating
• Puzzle pieces keep changing shape
• Synthesis vs. Analysis Creative

Ultimately, very rewarding
• Put your education together
• Excellent resume item
• Satisfying

Writing a Business Plan

ARDIZ ©2013copyrights
Ideas vs. Opportunities

Writing a Business Plan

ARDIZ ©2013copyrights
Ideas vs. Opportunities

–
–
–
–

Attractive
Durable
Timely
Adds value

Scale and scope

Market Size

What makes a good opportunity?
Opportunities

Time

Writing a Business Plan

ARDIZ ©2013copyrights
A great business idea! ($$)

?

Moving an a great idea into business,
and business into profits, requires a
coherent process to obtain results

Writing a Business Plan

ARDIZ ©2013copyrights
Consider…
•
•
•
•
•
•
•

Technical feasibility
Market acceptance
Competition
Resources required
Experience of management team
Market growth
etcetera

Writing a Business Plan

ARDIZ ©2013copyrights
Ideas by itself do not sale

opportunities

Your ideas…

•
•
•
•
•
•
•

Writing a Business Plan

Research
Investigate
Analysis
Benchmarking
Business intelligence
Planning
Project

ARDIZ ©2013copyrights
How to write a plan?
Linear Model
Mktg

Ops

Iterative Model

Develop

Append

Done?

Development

Business Plan
Operations

Marketing
Financials

Writing a Business Plan

ARDIZ ©2013copyrights
Elements of a Successful

Business Plan
Executive Summary
Company Overview
Industry and Marketplace Analysis
Marketing Plan
Operations Plan
Management

Financial Summary
Offering
Financial Overview

Appendices
5-yr P&L
5-yr Balance Sheet
5-yr Cash Flow1-yr monthly CF
Other support docs

Writing a Business Plan

ARDIZ ©2013copyrights
Iterative Approach

Twelve Steps
1.
2.
3.
4.
5.
6.

Assess Concept
Industry Analysis
Marketing Plan
Operations Plan
Development Plan
Build Strategy

7.
8.
9.
10.
11.
12.

Writing a Business Plan

Revenues & Expenses
Financials
Funding
Valuation and Offer
Publish your Plan
Present your Plan

ARDIZ ©2013copyrights
Writing a Business Plan

ARDIZ ©2013copyrights

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12 Twelve Steps Business Plan

  • 1. business intelligence and market strategies at your finger tips Writing a Business Plan an interactive approach in 12 steps
  • 2. Hard, long work Frustrating • Puzzle pieces keep changing shape • Synthesis vs. Analysis Creative Ultimately, very rewarding • Put your education together • Excellent resume item • Satisfying Writing a Business Plan ARDIZ ©2013copyrights
  • 3. Ideas vs. Opportunities Writing a Business Plan ARDIZ ©2013copyrights
  • 4. Ideas vs. Opportunities – – – – Attractive Durable Timely Adds value Scale and scope Market Size What makes a good opportunity? Opportunities Time Writing a Business Plan ARDIZ ©2013copyrights
  • 5. A great business idea! ($$) ? Moving an a great idea into business, and business into profits, requires a coherent process to obtain results Writing a Business Plan ARDIZ ©2013copyrights
  • 6. Consider… • • • • • • • Technical feasibility Market acceptance Competition Resources required Experience of management team Market growth etcetera Writing a Business Plan ARDIZ ©2013copyrights
  • 7. Ideas by itself do not sale opportunities Your ideas… • • • • • • • Writing a Business Plan Research Investigate Analysis Benchmarking Business intelligence Planning Project ARDIZ ©2013copyrights
  • 8. How to write a plan? Linear Model Mktg Ops Iterative Model Develop Append Done? Development Business Plan Operations Marketing Financials Writing a Business Plan ARDIZ ©2013copyrights
  • 9. Elements of a Successful Business Plan Executive Summary Company Overview Industry and Marketplace Analysis Marketing Plan Operations Plan Management Financial Summary Offering Financial Overview Appendices 5-yr P&L 5-yr Balance Sheet 5-yr Cash Flow1-yr monthly CF Other support docs Writing a Business Plan ARDIZ ©2013copyrights
  • 10. Iterative Approach Twelve Steps 1. 2. 3. 4. 5. 6. Assess Concept Industry Analysis Marketing Plan Operations Plan Development Plan Build Strategy 7. 8. 9. 10. 11. 12. Writing a Business Plan Revenues & Expenses Financials Funding Valuation and Offer Publish your Plan Present your Plan ARDIZ ©2013copyrights
  • 11. Writing a Business Plan ARDIZ ©2013copyrights