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2. Mission Statement
•
Clearly state your company’s long-term mission.
– Try to use words that will help direct the growth of
your company, but be as concise as possible.
3. The Team
•
List CEO and key management by name.
•
Include previous accomplishments to show that these
are people with a record of success.
•
Summarize number of years of experience in this field.
4. Market Summary
•
Summarize your market in the past, present, and future.
– Review those changes in market share, leadership,
players, market shifts, costs, pricing, or competition
that provide the opportunity for your company’s
success.
5. Opportunities
•
Identify problems and opportunities.
– State consumer problems, and define the nature of
product/service opportunities that are created by
those problems.
8. Goals and Objectives
•
List five-year goals.
•
State specific, measurable objectives for achieving your
five-year goals.
– List market-share objectives.
– List revenue/profitability objectives.
9. Financial Plan
•
Outline a high-level financial plan that defines your
financial model and pricing assumptions.
– This plan should include expected annual sales and
profits for the next three years.
– Use several slides to cover this material
appropriately.
11. Risks and Rewards
•
Summarize the risks of the proposed project and how
they will be addressed.
•
Estimate expected rewards, particularly if you are
seeking funding.
12. Key Issues
•
Near term
– Identify key decisions and issues that need
immediate or near-term resolution.
– State consequences of decision postponement.
•
Long term
– Identify issues needing long-term resolution.
– State consequences of decision postponement.
•
If you are seeking funding, be specific about any issues
that require financial resources for resolution.