This business plan is for a new company that provides unspecified products and services. It outlines the management team and shareholders, describes the products and services as well as the target market. Financial projections estimate sales growth and profitability over three years. The plan also discusses marketing strategy, competition, and requires funding to hire staff and expand operations.
This document provides a template for a business plan with 10 sections: (1) Executive Summary, (2) Company Description, (3) Market Analysis, (4) Marketing/Sales Strategy, (5) Research & Development, (6) Staffing and Operations, (7) Financial Projections, (8) Sales Pipeline, (9) Funding Requirements, and (10) Appendices. The template outlines the key information to include in each section, such as descriptions of products/services, management team, market size/trends, competitors, marketing strategies, financial projections, funding needs and supporting documents in the Appendices.
This document is a sample business plan template that includes an executive summary, company description, market analysis, marketing/sales strategy, research and development plans, staffing and operations details, financial projections, sales pipeline, and funding requirements. It provides guidance on the key elements to include in each section and recommends formatting for things like the SWOT analysis, management chart, and financial statements. The template aims to help users structure a full business plan to secure funding.
This business plan template provides guidance on developing a business plan, including sections on the executive summary, company description, market analysis, marketing/sales strategy, research and development, staffing and operations, financial projections, sales pipeline, funding requirements, and appendices. The template outlines what information should be included in each section and provides examples. It is intended to help structure the business plan and ensure all relevant information is addressed.
An extensive document which will cover all the aspects of starting your own business. Makes you think regarding financial implications, competition analysis, trends.. A complete document to pitch for VC Funding.
This document provides guidance on developing a business plan, including:
1. The business plan outlines the business concept, market opportunity, management team, and financial projections.
2. Developing a business plan is important to get integrated view of the business, secure financing, and understand financial requirements.
3. Key elements of a business plan include executive summary, company and industry overview, products/services, marketing plan, management team, and financial projections.
Axcelion Partners is a strategy and operations consulting firm that helps companies capture value. They have 35 years of experience working with companies of all sizes. Their services include developing and executing growth strategies, improving profitability, and transforming businesses. They work with start-ups, small and medium businesses across many industries.
The document discusses Hillenbrand's strategy to transform into a global diversified industrial company through acquisitions and organic growth. It highlights how Hillenbrand has strengthened its portfolio and financial results over the past 5 years. The presentation also outlines Hillenbrand's strategic priorities going forward to continue driving profitable growth, including strengthening leadership positions, leveraging the Hillenbrand Operating Model, and making additional acquisitions.
The document describes a Telecommunications Management Network (TMN) business process model that provides a structure for operational design. It outlines key business processes like service delivery, service assurance, product development, billing/charging, and resource management. The purpose is to present functional descriptions of these processes to support understanding of capabilities in the TMN Operational Vision model.
This document provides a template for a business plan with 10 sections: (1) Executive Summary, (2) Company Description, (3) Market Analysis, (4) Marketing/Sales Strategy, (5) Research & Development, (6) Staffing and Operations, (7) Financial Projections, (8) Sales Pipeline, (9) Funding Requirements, and (10) Appendices. The template outlines the key information to include in each section, such as descriptions of products/services, management team, market size/trends, competitors, marketing strategies, financial projections, funding needs and supporting documents in the Appendices.
This document is a sample business plan template that includes an executive summary, company description, market analysis, marketing/sales strategy, research and development plans, staffing and operations details, financial projections, sales pipeline, and funding requirements. It provides guidance on the key elements to include in each section and recommends formatting for things like the SWOT analysis, management chart, and financial statements. The template aims to help users structure a full business plan to secure funding.
This business plan template provides guidance on developing a business plan, including sections on the executive summary, company description, market analysis, marketing/sales strategy, research and development, staffing and operations, financial projections, sales pipeline, funding requirements, and appendices. The template outlines what information should be included in each section and provides examples. It is intended to help structure the business plan and ensure all relevant information is addressed.
An extensive document which will cover all the aspects of starting your own business. Makes you think regarding financial implications, competition analysis, trends.. A complete document to pitch for VC Funding.
This document provides guidance on developing a business plan, including:
1. The business plan outlines the business concept, market opportunity, management team, and financial projections.
2. Developing a business plan is important to get integrated view of the business, secure financing, and understand financial requirements.
3. Key elements of a business plan include executive summary, company and industry overview, products/services, marketing plan, management team, and financial projections.
Axcelion Partners is a strategy and operations consulting firm that helps companies capture value. They have 35 years of experience working with companies of all sizes. Their services include developing and executing growth strategies, improving profitability, and transforming businesses. They work with start-ups, small and medium businesses across many industries.
The document discusses Hillenbrand's strategy to transform into a global diversified industrial company through acquisitions and organic growth. It highlights how Hillenbrand has strengthened its portfolio and financial results over the past 5 years. The presentation also outlines Hillenbrand's strategic priorities going forward to continue driving profitable growth, including strengthening leadership positions, leveraging the Hillenbrand Operating Model, and making additional acquisitions.
The document describes a Telecommunications Management Network (TMN) business process model that provides a structure for operational design. It outlines key business processes like service delivery, service assurance, product development, billing/charging, and resource management. The purpose is to present functional descriptions of these processes to support understanding of capabilities in the TMN Operational Vision model.
Agile Gurugram Conference 2020 | Aligning Agile to Business value | Rajneesh ...AgileNetwork
Abstract:
This session will cover "What makes sense for Business Agility" and "How to achieve same", "What needs to be done to link Business value to Product and services" so as to maximize the business outcome and return over investment. This presentation also covers the various stats from market and methods for determining business value. Session will also emphasize to link (also how to link) business value to Epics and Features related to product to maximize impact of product at earliest launch of features.
Key Takeaways:
1.What makes sense for Business and what brings value to Business?
2.What is Business Value?
3.What makes sense to deliver Business Value?
4.Determining Business value; Linking business value to product/services features
This document provides guidance on writing position descriptions (PDs). It outlines the six key elements that should be included in a PD: job purpose, key accountabilities, dimensions, key performance indicators, competency requirements, and major challenges. For each element, descriptions and examples are provided. For key accountabilities, examples of action verbs for different role types are listed. For key performance indicators, many examples are given across categories like shareholders value, market focus, and operational excellence. Overall, the document aims to educate on properly constructing PDs according to best practices.
IGI is implementing a new sales and marketing strategy to improve profits in its US Liquid Bulk Gas division over three years. The strategy involves segmenting customers based on revenue and service needs and redeploying the sales force. Key aspects of the strategy include introducing a new "inside sales" role, increasing representatives serving high-revenue customers, and reducing generalist representatives. The implementation plan is in three phases focusing on communication, role transition, and performance evaluation. Customer segmentation is expected to generate 25.5% improved revenue from current and new customers, while sales force redeployment could reduce costs by $2.31 million annually.
The document provides guidance on developing a business plan. It defines a business plan and outlines its key components, including an executive summary, description of the product/service, market analysis, marketing strategy, organizational structure, and financial projections. An effective business plan clearly conveys customer value, market size and growth potential, and feasibility while addressing competition and risks. Developing a business plan requires thorough research and forces disciplined thinking about transforming a business idea into a viable enterprise.
Hi investor presentation 19_mar18 - final for printHillenbrand_IR
The document discusses Hillenbrand's strategy to continue transforming into a global diversified industrial company through organic growth, acquisitions, leveraging their operating model to drive profitability, and deploying strong free cash flow. They have made progress growing revenue and margins across their Process Equipment Group and Batesville segments. Hillenbrand is now focused on building leadership positions and platforms to accelerate profitable growth.
Balanced Scorecard is a management tool that provides stakeholders with a comprehensive measure of how the organization is progressing towards the achievement of its strategic goals.
Balances financial and non-financial measures
Balances short and long-term measures
Balances performance drivers (leading indicators) with outcome measures (lagging indicators)
Leads to strategic focus and organizational alignment.
The document discusses predictive sales models created by Birchwood Business Strategies that segment customers, assess revenue potential, and optimize prospects. The models include the Lifetime Value Score for revenue evaluation and benchmarking, Market Evaluator for market measurement and comparison, and Prospect Optimizer for behavioral segmentation and sales alignment. The Prospect Optimizer in particular maps sales opportunities, segments markets based on deal size and time, and coordinates use of insights across company departments.
Hi investor presentation sidoti ndr_final for print_23_may18Hillenbrand_IR
Hillenbrand provides a summary of its transformation into a global diversified industrial company through acquisitions and portfolio changes over the past five years. It is now focused on building leadership positions in key markets like plastics and chemicals through organic growth and strategic M&A. The Hillenbrand Operating Model is a competitive advantage that has driven margin expansion and cash flow generation, and will be leveraged to accelerate profitable growth. Hillenbrand has a strong balance sheet to support its strategic priorities and further transformation.
Pradeep Kothari is a senior finance and accounts professional with over 16 years of experience managing accounts and finance operations for IT distribution, FMCG, and industrial goods companies. He has a proven track record of financial planning and analysis, accounts receivable/payable management, process reengineering, and vendor/supplier engagement. Currently he is the AGM of Finance at Network Techlab India Private Limited, where he leads finance teams and implements business MIS processes. He is seeking a challenging senior managerial role where he can contribute his expertise in financial management, business analysis, and operations improvement.
The document outlines a 10 section presentation covering: introduction of the company; the problem, pain or need in the market; the company's solution and product; the target market and customers; competitive landscape; business and revenue models; management team; financial projections and funding needs; a timeline of milestones; and a summary. Each section provides guidance on the key information and level of detail to include to effectively pitch the company and its product or service to investors.
This document discusses how industrial goods companies can boost growth through expanding their service businesses. It finds that while services currently generate 20% of revenues on average for these companies and 50% of profits, the potential is much greater as most companies currently achieve only 10-25% of the total potential revenue from services. The document advocates developing a comprehensive service strategy using a framework to identify priority customer segments and services, standardize service offerings, improve sales processes, and transform company culture and organization to focus more on services. It argues this can boost profits substantially and provide a major new source of long-term growth for these companies.
FocusProfit is a business planning firm that helps clients improve their business results through integrated business planning. They identify bottlenecks hindering clients' businesses and work with clients to implement solutions. FocusProfit has been in business for eight years, working with small and large companies to develop business plans and improve cash flow, sales, profitability, and other metrics. They provide case studies of clients who significantly improved their business results through FocusProfit's approach.
Masco reported strong third quarter 2013 results, with 12% revenue growth and a 260 basis point increase in adjusted operating margin compared to the prior year quarter. Sales growth was driven by new product introductions and improving new home construction and repair/remodel activity in North America. Continued cost containment efforts contributed to a 140 basis point improvement in SG&A as a percentage of sales. The company also retired $200 million in debt during the quarter and strengthened its balance sheet. Looking ahead, Masco expects opportunities for further growth from economic recovery, new product launches, and share gains, but risks remain from economic uncertainty and commodity volatility.
The document provides an overview of the Balanced Scorecard framework. It discusses that the Balanced Scorecard was developed in the 1990s as a performance measurement framework that included financial and non-financial metrics across four perspectives: financial, customer, internal business process, and learning and growth. It outlines the key steps to developing a Balanced Scorecard, including clarifying strategy, defining objectives and metrics, and implementing. An example of a successful implementation at Mobil is also summarized. The document concludes that the Balanced Scorecard can be adapted for use in e-businesses and provides best practices for implementation.
Mohamed Ahmed Aboul Yazid is an experienced executive strategist and finance manager with over 28 years of experience in accounting, finance, and management. He has worked in senior finance roles for several companies in Saudi Arabia and Egypt. He has expertise in areas such as cash management, budgeting, financial reporting, investment analysis, and ERP implementation. He holds a Bachelor's degree in Commerce from Cairo University and has undergone extensive professional training. He is seeking new opportunities to apply his skills and experience.
Strategize your company’s cost reduction plan using Cost Reduction Plans PowerPoint Presentation Slides. Reduce cost of the production of the product and increase the profit by using cost reduction plans PPT templates. Apply various techniques and tools to reduce the costs such as budgetary control, standard costing, cost benefit analysis, value analysis, contribution analysis, and more. Go step by step to reduce expenditure and continuously analyse costs, functions, etc. This deck covers various topics to help you strategize your cost reduction plan such as key levers to cost management, levers to achieve successful cost optimization, levels of strategic cost optimization, detailed levels within strategic cost optimization framework, prioritizing IT cost optimization, IT cost optimization, cost optimization techniques, cost optimization planning, stages in cost reduction, cost design, comparison of stages, etc. You can use price optimization PowerPoint presentation templates for better cost reduction plan. Create more demand for the product, increase sales and revenue, increase competitive strength and more using cost reduction plan PPT presentation slideshow. Assess the fallout of emerging circumstances with our Cost Reduction Plans Powerpoint Presentation Slides. It helps decipher the implications. https://bit.ly/3hos7YG
This document summarizes a data analytics project conducted for a hardware company to gain sales insights. The project involved understanding sales data from multiple tables, extracting and transforming the data using ETL processes, then analyzing the data to identify the top performing cities, months, customers, and products. Dashboards were created in Tableau to visualize key findings and provide business suggestions such as increasing promotions in certain regions where sales are declining. The overall aim was to move beyond spreadsheets and provide simple answers and insights to help drive business decisions.
The document provides an overview of key sections to include when writing a business plan for a startup IT business. The executive summary should be 2 pages or less and explain the business concept, products/services, customers, ownership, and future outlook. The marketing plan discusses the target market, competitors, and marketing strategy. The operational plan covers daily operations, production, location, personnel, and inventory. The financial plan includes profit projections, cash flow statements, and break-even analysis. Appendices contain supplemental materials.
This document provides guidance on developing an effective business plan, outlining the typical sections included and key information to address within each section. It discusses including an executive summary with mission statement, company information, growth highlights, products/services, and financial information. Other sections covered are company description, market analysis including target market and competition, organization/management, product/service line, marketing/sales, funding request, and financial projections along with an appendix to provide supporting details. The goal is to clearly convey the business concept, market opportunity, management team, and financial viability to potential investors or lenders.
COMPANY NAMECompany Owner’s Name(s)CompanyOwner Contact Add.docxdonnajames55
COMPANY NAME
Company Owner’s Name(s)
Company/Owner Contact Address
Company/Owner Contact City, State Zip
Company/Owner Contact Phone
Company/Owner Contact Email
BUSINESS PLAN
Month, Year
TABLE OF CONTENTS
I. Executive Summary
II. Company Overview
III. Marketing Plan
IV. Operations & Systems
V. Financial Plan
VI. AppendixI. EXECUTIVE SUMMARY
The Company
<Company name> is a <start-up> <retailer/wholesaler/manufacturer/service firm> that provides customers with <describe the primary types of products/services being sold>. The Company offers / will offer its customers <mention the primary features that the Company will provide clients, such as “a wide range of moderately priced products” or “an upscale atmosphere”, etc.>.
The owners have become aware through <e.g., experience in the industry or use of the products/services of competitors> that there is a need for <products/services of the type offered by> the Company.
The Company expects to grow steadily over the planning period due to targeted marketing campaigns, which will capture and maintain a profitable share of the market. In addition, the market itself is growing and this will also provide growth for the Company.
Management
The owners will be full-time managers of the business. They have been <cite qualifications for starting/running the business, such as: “working in the industry in various roles over the past xx years”, and/or they have earned key certifications in their field, etc.>.
The Market
The Company has identified <how many?> market segments which are attractive to target because of their size and growth rates. These market segments are: <list, briefly describe them and why they are attractive>.
Competition
Although there are competitive businesses, the Company will capture a share of this business because <cite the reasons: our location will be more convenient for customers; products and services will be attractively priced due to our lower overhead costs; we will offer a more complete line of products and services, etc.>.
Marketing
The Company will utilize some traditional forms of marketing and advertising but will rely heavily on connecting to customers via various social media and the Internet. The social media are particularly effective for reaching our target market, so this will be the primary emphasis of marketing campaigns. A full marketing launch will include use of most media, a “soft” opening and a grand opening.
Business Systems
In order to effectively manage the business, systems have been identified for automation and tracking of operations and financial transactions. <Indicate some specifics, such as a point-of-sale system, accounting software, customer management systems, etc.>.
Financial Needs & Projections
<Company name> is seeking outside funds of $xxx thousand, with the owners investing $xx thousand, for a total initial capital of $xxx thousand. Most of the funds will be used for Leasehold Improvements on a leased building ($xx,xx.
This document provides a framework for digital planning and business strategy. It outlines a process for companies to plan digital strategies and tactics periodically. The framework involves gathering internal and external inputs, determining organizational direction, and developing functional strategies. Inputs come from analyzing the competitive landscape, market conditions, customer data, and organizational metrics. Management provides strategic direction and oversight. Functional teams then create specific, measurable strategies and roadmaps aligned with corporate goals.
This document provides guidance for developing a business plan tailored to different audiences and types of businesses. For raising capital from banks or investors, the plan should include details on funds needed, their intended use, and projected growth, returns, and exit strategies. The operational plan section advises on including details specific to the business type, such as production levels, costs, pricing, quality control, inventory management, and location criteria. Developing the marketing plan involves analyzing the target market and competition, and outlining promotional strategies. Financial projections should include profit/loss, cash flow, and balance sheet statements for 5 years. Customizing the generic plan with company-specific information is key to its effectiveness.
Agile Gurugram Conference 2020 | Aligning Agile to Business value | Rajneesh ...AgileNetwork
Abstract:
This session will cover "What makes sense for Business Agility" and "How to achieve same", "What needs to be done to link Business value to Product and services" so as to maximize the business outcome and return over investment. This presentation also covers the various stats from market and methods for determining business value. Session will also emphasize to link (also how to link) business value to Epics and Features related to product to maximize impact of product at earliest launch of features.
Key Takeaways:
1.What makes sense for Business and what brings value to Business?
2.What is Business Value?
3.What makes sense to deliver Business Value?
4.Determining Business value; Linking business value to product/services features
This document provides guidance on writing position descriptions (PDs). It outlines the six key elements that should be included in a PD: job purpose, key accountabilities, dimensions, key performance indicators, competency requirements, and major challenges. For each element, descriptions and examples are provided. For key accountabilities, examples of action verbs for different role types are listed. For key performance indicators, many examples are given across categories like shareholders value, market focus, and operational excellence. Overall, the document aims to educate on properly constructing PDs according to best practices.
IGI is implementing a new sales and marketing strategy to improve profits in its US Liquid Bulk Gas division over three years. The strategy involves segmenting customers based on revenue and service needs and redeploying the sales force. Key aspects of the strategy include introducing a new "inside sales" role, increasing representatives serving high-revenue customers, and reducing generalist representatives. The implementation plan is in three phases focusing on communication, role transition, and performance evaluation. Customer segmentation is expected to generate 25.5% improved revenue from current and new customers, while sales force redeployment could reduce costs by $2.31 million annually.
The document provides guidance on developing a business plan. It defines a business plan and outlines its key components, including an executive summary, description of the product/service, market analysis, marketing strategy, organizational structure, and financial projections. An effective business plan clearly conveys customer value, market size and growth potential, and feasibility while addressing competition and risks. Developing a business plan requires thorough research and forces disciplined thinking about transforming a business idea into a viable enterprise.
Hi investor presentation 19_mar18 - final for printHillenbrand_IR
The document discusses Hillenbrand's strategy to continue transforming into a global diversified industrial company through organic growth, acquisitions, leveraging their operating model to drive profitability, and deploying strong free cash flow. They have made progress growing revenue and margins across their Process Equipment Group and Batesville segments. Hillenbrand is now focused on building leadership positions and platforms to accelerate profitable growth.
Balanced Scorecard is a management tool that provides stakeholders with a comprehensive measure of how the organization is progressing towards the achievement of its strategic goals.
Balances financial and non-financial measures
Balances short and long-term measures
Balances performance drivers (leading indicators) with outcome measures (lagging indicators)
Leads to strategic focus and organizational alignment.
The document discusses predictive sales models created by Birchwood Business Strategies that segment customers, assess revenue potential, and optimize prospects. The models include the Lifetime Value Score for revenue evaluation and benchmarking, Market Evaluator for market measurement and comparison, and Prospect Optimizer for behavioral segmentation and sales alignment. The Prospect Optimizer in particular maps sales opportunities, segments markets based on deal size and time, and coordinates use of insights across company departments.
Hi investor presentation sidoti ndr_final for print_23_may18Hillenbrand_IR
Hillenbrand provides a summary of its transformation into a global diversified industrial company through acquisitions and portfolio changes over the past five years. It is now focused on building leadership positions in key markets like plastics and chemicals through organic growth and strategic M&A. The Hillenbrand Operating Model is a competitive advantage that has driven margin expansion and cash flow generation, and will be leveraged to accelerate profitable growth. Hillenbrand has a strong balance sheet to support its strategic priorities and further transformation.
Pradeep Kothari is a senior finance and accounts professional with over 16 years of experience managing accounts and finance operations for IT distribution, FMCG, and industrial goods companies. He has a proven track record of financial planning and analysis, accounts receivable/payable management, process reengineering, and vendor/supplier engagement. Currently he is the AGM of Finance at Network Techlab India Private Limited, where he leads finance teams and implements business MIS processes. He is seeking a challenging senior managerial role where he can contribute his expertise in financial management, business analysis, and operations improvement.
The document outlines a 10 section presentation covering: introduction of the company; the problem, pain or need in the market; the company's solution and product; the target market and customers; competitive landscape; business and revenue models; management team; financial projections and funding needs; a timeline of milestones; and a summary. Each section provides guidance on the key information and level of detail to include to effectively pitch the company and its product or service to investors.
This document discusses how industrial goods companies can boost growth through expanding their service businesses. It finds that while services currently generate 20% of revenues on average for these companies and 50% of profits, the potential is much greater as most companies currently achieve only 10-25% of the total potential revenue from services. The document advocates developing a comprehensive service strategy using a framework to identify priority customer segments and services, standardize service offerings, improve sales processes, and transform company culture and organization to focus more on services. It argues this can boost profits substantially and provide a major new source of long-term growth for these companies.
FocusProfit is a business planning firm that helps clients improve their business results through integrated business planning. They identify bottlenecks hindering clients' businesses and work with clients to implement solutions. FocusProfit has been in business for eight years, working with small and large companies to develop business plans and improve cash flow, sales, profitability, and other metrics. They provide case studies of clients who significantly improved their business results through FocusProfit's approach.
Masco reported strong third quarter 2013 results, with 12% revenue growth and a 260 basis point increase in adjusted operating margin compared to the prior year quarter. Sales growth was driven by new product introductions and improving new home construction and repair/remodel activity in North America. Continued cost containment efforts contributed to a 140 basis point improvement in SG&A as a percentage of sales. The company also retired $200 million in debt during the quarter and strengthened its balance sheet. Looking ahead, Masco expects opportunities for further growth from economic recovery, new product launches, and share gains, but risks remain from economic uncertainty and commodity volatility.
The document provides an overview of the Balanced Scorecard framework. It discusses that the Balanced Scorecard was developed in the 1990s as a performance measurement framework that included financial and non-financial metrics across four perspectives: financial, customer, internal business process, and learning and growth. It outlines the key steps to developing a Balanced Scorecard, including clarifying strategy, defining objectives and metrics, and implementing. An example of a successful implementation at Mobil is also summarized. The document concludes that the Balanced Scorecard can be adapted for use in e-businesses and provides best practices for implementation.
Mohamed Ahmed Aboul Yazid is an experienced executive strategist and finance manager with over 28 years of experience in accounting, finance, and management. He has worked in senior finance roles for several companies in Saudi Arabia and Egypt. He has expertise in areas such as cash management, budgeting, financial reporting, investment analysis, and ERP implementation. He holds a Bachelor's degree in Commerce from Cairo University and has undergone extensive professional training. He is seeking new opportunities to apply his skills and experience.
Strategize your company’s cost reduction plan using Cost Reduction Plans PowerPoint Presentation Slides. Reduce cost of the production of the product and increase the profit by using cost reduction plans PPT templates. Apply various techniques and tools to reduce the costs such as budgetary control, standard costing, cost benefit analysis, value analysis, contribution analysis, and more. Go step by step to reduce expenditure and continuously analyse costs, functions, etc. This deck covers various topics to help you strategize your cost reduction plan such as key levers to cost management, levers to achieve successful cost optimization, levels of strategic cost optimization, detailed levels within strategic cost optimization framework, prioritizing IT cost optimization, IT cost optimization, cost optimization techniques, cost optimization planning, stages in cost reduction, cost design, comparison of stages, etc. You can use price optimization PowerPoint presentation templates for better cost reduction plan. Create more demand for the product, increase sales and revenue, increase competitive strength and more using cost reduction plan PPT presentation slideshow. Assess the fallout of emerging circumstances with our Cost Reduction Plans Powerpoint Presentation Slides. It helps decipher the implications. https://bit.ly/3hos7YG
This document summarizes a data analytics project conducted for a hardware company to gain sales insights. The project involved understanding sales data from multiple tables, extracting and transforming the data using ETL processes, then analyzing the data to identify the top performing cities, months, customers, and products. Dashboards were created in Tableau to visualize key findings and provide business suggestions such as increasing promotions in certain regions where sales are declining. The overall aim was to move beyond spreadsheets and provide simple answers and insights to help drive business decisions.
The document provides an overview of key sections to include when writing a business plan for a startup IT business. The executive summary should be 2 pages or less and explain the business concept, products/services, customers, ownership, and future outlook. The marketing plan discusses the target market, competitors, and marketing strategy. The operational plan covers daily operations, production, location, personnel, and inventory. The financial plan includes profit projections, cash flow statements, and break-even analysis. Appendices contain supplemental materials.
This document provides guidance on developing an effective business plan, outlining the typical sections included and key information to address within each section. It discusses including an executive summary with mission statement, company information, growth highlights, products/services, and financial information. Other sections covered are company description, market analysis including target market and competition, organization/management, product/service line, marketing/sales, funding request, and financial projections along with an appendix to provide supporting details. The goal is to clearly convey the business concept, market opportunity, management team, and financial viability to potential investors or lenders.
COMPANY NAMECompany Owner’s Name(s)CompanyOwner Contact Add.docxdonnajames55
COMPANY NAME
Company Owner’s Name(s)
Company/Owner Contact Address
Company/Owner Contact City, State Zip
Company/Owner Contact Phone
Company/Owner Contact Email
BUSINESS PLAN
Month, Year
TABLE OF CONTENTS
I. Executive Summary
II. Company Overview
III. Marketing Plan
IV. Operations & Systems
V. Financial Plan
VI. AppendixI. EXECUTIVE SUMMARY
The Company
<Company name> is a <start-up> <retailer/wholesaler/manufacturer/service firm> that provides customers with <describe the primary types of products/services being sold>. The Company offers / will offer its customers <mention the primary features that the Company will provide clients, such as “a wide range of moderately priced products” or “an upscale atmosphere”, etc.>.
The owners have become aware through <e.g., experience in the industry or use of the products/services of competitors> that there is a need for <products/services of the type offered by> the Company.
The Company expects to grow steadily over the planning period due to targeted marketing campaigns, which will capture and maintain a profitable share of the market. In addition, the market itself is growing and this will also provide growth for the Company.
Management
The owners will be full-time managers of the business. They have been <cite qualifications for starting/running the business, such as: “working in the industry in various roles over the past xx years”, and/or they have earned key certifications in their field, etc.>.
The Market
The Company has identified <how many?> market segments which are attractive to target because of their size and growth rates. These market segments are: <list, briefly describe them and why they are attractive>.
Competition
Although there are competitive businesses, the Company will capture a share of this business because <cite the reasons: our location will be more convenient for customers; products and services will be attractively priced due to our lower overhead costs; we will offer a more complete line of products and services, etc.>.
Marketing
The Company will utilize some traditional forms of marketing and advertising but will rely heavily on connecting to customers via various social media and the Internet. The social media are particularly effective for reaching our target market, so this will be the primary emphasis of marketing campaigns. A full marketing launch will include use of most media, a “soft” opening and a grand opening.
Business Systems
In order to effectively manage the business, systems have been identified for automation and tracking of operations and financial transactions. <Indicate some specifics, such as a point-of-sale system, accounting software, customer management systems, etc.>.
Financial Needs & Projections
<Company name> is seeking outside funds of $xxx thousand, with the owners investing $xx thousand, for a total initial capital of $xxx thousand. Most of the funds will be used for Leasehold Improvements on a leased building ($xx,xx.
This document provides a framework for digital planning and business strategy. It outlines a process for companies to plan digital strategies and tactics periodically. The framework involves gathering internal and external inputs, determining organizational direction, and developing functional strategies. Inputs come from analyzing the competitive landscape, market conditions, customer data, and organizational metrics. Management provides strategic direction and oversight. Functional teams then create specific, measurable strategies and roadmaps aligned with corporate goals.
This document provides guidance for developing a business plan tailored to different audiences and types of businesses. For raising capital from banks or investors, the plan should include details on funds needed, their intended use, and projected growth, returns, and exit strategies. The operational plan section advises on including details specific to the business type, such as production levels, costs, pricing, quality control, inventory management, and location criteria. Developing the marketing plan involves analyzing the target market and competition, and outlining promotional strategies. Financial projections should include profit/loss, cash flow, and balance sheet statements for 5 years. Customizing the generic plan with company-specific information is key to its effectiveness.
A business plan outlines a company's goals, operations, finances, and marketing strategies. It identifies objectives and helps ensure those goals are met. Business plans are important as they attract investors, guide the company, and help avoid failure by providing a roadmap. An effective plan considers the reader and desired response, describes the company and products or services, analyzes the market and competition, and provides financial projections and strategies for success.
The document discusses establishing business requirements for new projects. It covers defining business requirements, product vision, project scope, and creating a vision and scope document. The key points are:
1. Business requirements describe the needs that lead to projects and desired outcomes. They include opportunities, objectives, success metrics, and a vision statement.
2. The product vision describes what the product will achieve and its long-term purpose. The project scope defines what portion of the vision the current project will address.
3. A vision and scope document collects the business requirements and sets the stage for development. It is owned by an executive sponsor and created with a business analyst. It describes objectives, risks, assumptions, and the major
The document provides an overview of key components of a business plan, including its purpose in aligning teams, operating plans, communication, and obtaining investment capital. It discusses what investors look for in a business plan such as the management team, market opportunity, growth strategy, and financial projections. The document also outlines important sections of a business plan such as the executive summary, marketing plan, operations, and financial projections.
Designed for a Small Business Startup, this article/tool will help simplify the process for you. Don't skip this step - succeeding in your business means knowing how and where you are going!
The document discusses the importance of a business plan for entrepreneurs. It outlines the initial steps in setting up a business plan, which includes completing market research to determine demand. The main parts of a business plan are then described in detail, including the executive summary, management team plan, company description, product/service plan, vision/mission statements, industry/market analysis, competitive analysis, marketing plan, operational plan, organizational plan, financial plan, growth plan, and contingency plan. The business plan gives entrepreneurs a way to focus their vision and determine feasibility, and helps investors understand how the business intends to be profitable.
Business PlanOWNERSYour Business NameAddress Line 1Add.docxhumphrieskalyn
Business Plan
OWNERS
Your Business Name
Address Line 1
Address Line 2
City, ST ZIP Code
Telephone
Fax
E‐Mail
Table of Contents
Executive Summary ............................................................................................ Section 0.
General Company Description ......................................................................... Section. 1.
Products and Services......................................................................................... Section. 2.
Operational Plan .................................................................................................. Section. 3.
Management and Organization ......................................................................... Section. 4.
Marketing Plan ..................................................................................................... Section. 5.
Personal Financial Statement ............................................................................ Section. 6.
Startup Expenses and Capitalization ................................................................ Section. 7.
Financial Plan ....................................................................................................... Section. 8.
Appendices ........................................................................................................... TBD
Refining the Plan .................................................................................................. TBD
Executive Summary
Write this section last.
We suggest that you make it two pages or fewer.
Include everything that you would cover in a five‐minute interview.
Explain the fundamentals of the proposed business: What will your product be? Who will your customers be? Who are the owners? What do you think the future holds for your business and your industry?
Make it enthusiastic, professional, complete, and concise.
If applying for a loan, state clearly how much you want, precisely how you are going to use it, and how the money will make your business more profitable, thereby ensuring repayment.
PLEASE NOTE: Be sure to label each section AND subsection. 3.0, 3.1, 3.2, etc..
Example: 3.1 Mission Statement (see below). Follow this type of pattern throughout the entire document.
SECTION 1
General Company Description
3.0 Description: What business will you be in? What will you do?
3.1 Mission Statement: Many companies have a brief mission statement, usually in 30 words or fewer, explaining their reason for being and their guiding principles.
1. Vision Statement:
2. Positioning Statement
3. Brand Promise
4. Mantra
Company Goals and Objectives: Goals are destinations—where you want your business to be. Objectives are progress markers along the way to goal achievement. For example, a goal might be to have a healthy, successful company that is a leader in customer service and that has a loyal customer following. Objectives might be annual sales targets and some specific measures of ...
This document outlines the key components of an effective business plan framework. It discusses developing a solid business plan to help prepare for business success. The main sections of a business plan framework are described, including an executive summary, company description and operating history, product or service description, markets and competitors, marketing plan, production and operations, management objectives, finances, and risks/returns. Identifying key success factors and features versus benefits of the product or service are also important elements to cover. An effective business plan created using this framework can help entrepreneurs increase their chances of success.
How to Write a Winning Business plan 2019John J. H. Oh
This document provides guidance on how to write an effective business plan in 3 sentences or less:
The document outlines the key elements that should be included in a business plan such as an executive summary, company description, products/services, market analysis, management team, and financial projections. It provides tips on how to effectively write each section including keeping descriptions concise and focusing on the problem the business solves and its competitive advantages. Sample outlines are also provided to illustrate how the various sections should be structured in the business plan.
The document outlines the purposes and importance of a business plan, as well as the basic elements that should be included. It explains that a business plan (1) describes the business idea and how it will operate, (2) sets objectives and how they will be achieved, and (3) describes the management team. Additionally, the document notes that a business plan is important because it (1) makes you consider all aspects of the business, (2) can help secure financing, (3) helps communicate the idea to others, and (4) can be used to manage the business. Finally, it lists the seven basic elements that should be included in a business plan, such as goals, products/services, marketing plan,
Business Plan[Your Name], OwnerPurdue GlobalBUSINESS PLANDate.docxfelicidaddinwoodie
Business Plan[Your Name], Owner
Purdue Global
BUSINESS PLAN
Date
1. EXECUTIVE SUMMARY
1.1 Product
1.2 Customers
1.3 What Drives Us
2. COMPANY DESCRIPTION
2.1 Mission and Vision Statements
2.2 Principal Members at Startup (In Unit 7 you will expand on this section to include medium and long term personnel plans for all team members, including the line staff.)
2.2.1 Using chapter 10 of your text, write the plan, using the section in Chapter 10 that shows how to introduce each team member and describe their background and responsibilities. You will start with the leaders and managers, then discuss other employees as needed for your company to grow.
2.2.2 Use this spreadsheet to show the planning
Leaders/managers (unit 1)
When needed (number of months/years after opening)
Outside Services Needed
Key Functions
Add line staff (Unit 7)
2.3 Legal Structure
3. MARKET RESEARCH
3.1 Industry (from SBA, Business Guides by Industry, and Bureau of Labor Statistics)
3.1.1 Industry description
3.2.1 Resources used
3.2 Customers (from SBA site fill in worksheet, then use text for spreadsheets and follow-up explanations)
Add SBA part here:
Then, fill in spreadsheet using this example from the text:
Housewife:
Married Couple:
Age:
35–65
Age:
35–55
Income:
Fixed
Income:
Medium to high
Sex:
Female
Sex:
Male or Female
Family:
Children living at home
Family:
0 to 2 children
Geographic:
Suburban
Geographic:
Suburban
Occupation:
Housewife
Occupation:
Varies
Attitude:
Security minded
Attitude:
Security minded, energy conscious
Older Couple:
Elderly:
Age:
55–75
Age:
70+
Income:
High or fixed
Income:
Fixed
Sex:
Male or Female
Sex:
Male or Female
Family:
Empty nest
Family:
Empty nest
Geographic:
Suburban
Geographic:
Suburban
Occupation:
White-collar or retired
Occupation:
Retired
Attitude:
Security minded, energy conscious
Attitude:
Security minded, energy conscious
Explain who you are targeting and where they are located. Insert information here using these guidelines:
Information About Your Target Market – Narrow your target market to a manageable size. Many businesses make the mistake of trying to appeal to too many target markets. Research and include the following information about your market:
Distinguishing characteristics – What are the critical needs of your potential customers? Are those needs being met? What are the demographics of the group and where are they located? Are there any seasonal or cyclical purchasing trends that may impact your business?
Size of the primary target market – In addition to the size of your market, what data can you include about the annual purchases your market makes in your industry? What is the forecasted market growth for this group? For more information, see the market research guide for tips and free government resources that can help you build a market profile.
How much market share can you gain? – What is the market share.
This business plan outlines the key elements needed to start a new business venture. It discusses the purpose of a business plan in aligning teams, operating plans, communication, and obtaining investment capital. The business plan should clearly outline the vision and goals of the business, how it will satisfy customer needs and differentiate itself from competitors. It provides guidance on the information investors will look for including market size, competitive advantage, growth plan, and financial projections. The business plan should also include a competitive analysis, discussion of sustainable competitive advantages, and follow a standard format covering executive summary, background, marketing, operations, financials, and implementation timetable.
A business plan is a document that brings together the key elements of a business that include details about the products and services, the cost, sales and expected profits.
Anny Serafina Love - Letter of Recommendation by Kellen Harkins, MS.AnnySerafinaLove
This letter, written by Kellen Harkins, Course Director at Full Sail University, commends Anny Love's exemplary performance in the Video Sharing Platforms class. It highlights her dedication, willingness to challenge herself, and exceptional skills in production, editing, and marketing across various video platforms like YouTube, TikTok, and Instagram.
Building Your Employer Brand with Social MediaLuanWise
Presented at The Global HR Summit, 6th June 2024
In this keynote, Luan Wise will provide invaluable insights to elevate your employer brand on social media platforms including LinkedIn, Facebook, Instagram, X (formerly Twitter) and TikTok. You'll learn how compelling content can authentically showcase your company culture, values, and employee experiences to support your talent acquisition and retention objectives. Additionally, you'll understand the power of employee advocacy to amplify reach and engagement – helping to position your organization as an employer of choice in today's competitive talent landscape.
At Techbox Square, in Singapore, we're not just creative web designers and developers, we're the driving force behind your brand identity. Contact us today.
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Best practices for project execution and deliveryCLIVE MINCHIN
A select set of project management best practices to keep your project on-track, on-cost and aligned to scope. Many firms have don't have the necessary skills, diligence, methods and oversight of their projects; this leads to slippage, higher costs and longer timeframes. Often firms have a history of projects that simply failed to move the needle. These best practices will help your firm avoid these pitfalls but they require fortitude to apply.
Brian Fitzsimmons on the Business Strategy and Content Flywheel of Barstool S...Neil Horowitz
On episode 272 of the Digital and Social Media Sports Podcast, Neil chatted with Brian Fitzsimmons, Director of Licensing and Business Development for Barstool Sports.
What follows is a collection of snippets from the podcast. To hear the full interview and more, check out the podcast on all podcast platforms and at www.dsmsports.net
Company Valuation webinar series - Tuesday, 4 June 2024FelixPerez547899
This session provided an update as to the latest valuation data in the UK and then delved into a discussion on the upcoming election and the impacts on valuation. We finished, as always with a Q&A
IMPACT Silver is a pure silver zinc producer with over $260 million in revenue since 2008 and a large 100% owned 210km Mexico land package - 2024 catalysts includes new 14% grade zinc Plomosas mine and 20,000m of fully funded exploration drilling.
Zodiac Signs and Food Preferences_ What Your Sign Says About Your Tastemy Pandit
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Top mailing list providers in the USA.pptxJeremyPeirce1
Discover the top mailing list providers in the USA, offering targeted lists, segmentation, and analytics to optimize your marketing campaigns and drive engagement.
How to Implement a Strategy: Transform Your Strategy with BSC Designer's Comp...Aleksey Savkin
The Strategy Implementation System offers a structured approach to translating stakeholder needs into actionable strategies using high-level and low-level scorecards. It involves stakeholder analysis, strategy decomposition, adoption of strategic frameworks like Balanced Scorecard or OKR, and alignment of goals, initiatives, and KPIs.
Key Components:
- Stakeholder Analysis
- Strategy Decomposition
- Adoption of Business Frameworks
- Goal Setting
- Initiatives and Action Plans
- KPIs and Performance Metrics
- Learning and Adaptation
- Alignment and Cascading of Scorecards
Benefits:
- Systematic strategy formulation and execution.
- Framework flexibility and automation.
- Enhanced alignment and strategic focus across the organization.
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19. 9. Appendices
<< This section is used to provide the detailed data on which the main text of the
business plan is based, and to provide extra information of interest to the readers of
the business plan. Items for inclusion in appendices vary from business to business, but
normally include some of the following:
• Promoters’ CVs
• Detailed financial assumptions
• Most recent Company Audited Accounts
• Share Cap table and Investment history
• Term Sheet from Potential Investors
• Detailed market research findings
• Promotional literature
• Product or service information
• Details of company website
• Testimonials or letters of intent from customers >>
This document is the proprietary property of <<Company Name>>.
Copying or otherwise distributing the information contained herein is a breach of confidentiality agreement.
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