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How to Build A Successful Business Plan for a Small Business Speaker: Omar Shawky
Why write a Business Plan ,[object Object],[object Object],[object Object],[object Object],[object Object]
Why write a Business Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The   Right Ingredients ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Company  Structure Financials Operations & Production Team Idea Market Competitive  Edge Marketing Strategy Business  Plan
Business Planning Steps ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Business Planning Steps ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
1. The Idea   ,[object Object],[object Object],[object Object]
Vision 1 st  Objective  2 nd   Objective 3 rd   Objective 4 th   Objective Strategy  Where do you want to go at the end?  What is the road map and major mile stones?  How will you reach your objectives?  Vision Objectives  SMART S pecific  M easurable A chievable R elevant  T ime-Bound
Mission: Stakeholders  Family Work Friends Religion  Country  Community  Who are your stakeholders and what is your mission to each one of them?
Mission: Stakeholders  Shareholders Employees  Customers Suppliers Country  Community  Who are your stakeholders and what is your mission to each one of them?
Business Planning Steps ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
2. Market Analysis ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
How you capitalize on them How you avoid them How maximize them How minimize their effects Strengths  Weaknesses  Opportunities  Threats  Internal  External  SWOT Analysis
Business Planning Steps ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],3. Marketing Strategy
Marketing Plan Process  Marketing Research  Segmenting  Positioning  Targeting  Defining Target Market  Needs, Wants, Demand Product Variety Quality Design Features Brand Packaging Size Services Warranty Return   Price Price List Discounts Allowances Payments Credit Promotion Promotions Advertising Sales Force Public  relation Direct  marketing Place Channels Coverage Location Inventory Transport Push / Pull  Marketing Mix  4 Ps
Business Planning Steps ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
4. Production plan ,[object Object],[object Object],[object Object],[object Object]
Business Planning Steps ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
5. Management Plans ,[object Object],[object Object],[object Object],[object Object]
Business Planning Steps ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Financial Assessment  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Financial Assumptions
Revenue:   100  100% - Cost of Goods Sold (COGS): 60 60% Gross Profit (Profit Margin)   40 40% Operating Expenses: General & Administration 8 8% Sales & Marketing 12 12% - Total Operating Expenses  20 20% Earning Before Interest, Tax, Depreciation & Amortization  (EBITDA)20 20% - Depreciation & Amortization  5 5% Earning Before Interest and Tax  (EBIT) 15 15% - Interest Expenses  5 5% Net Income Before Tax  10 10% -Taxes 2 2% Net Income   8 8% Income Statement
1- Cash Provided from Operations: +  Net Income  8 +Depreciation & Amortization 5 -Increase in Receivables (1) +Increase in Payables 4 Total Cash from Operations  16 2- Cash Provided from Investing: - Capital Expenditure (3) +Sale of equipment, land..etc  1 +Sale of stocks in portfolio  1 Total Cash from Investing (1) 3- Cash from Financing: -Repayment of debt (1) +Sale of common stock  1 -Cash Dividends   (5) Total Cash from Financing  (5) Total Cash Flow  10 Cash Flow Statement
[object Object],[object Object],[object Object],[object Object],Financial Measures
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Feasibility Study Test
[object Object],[object Object],[object Object],Feasibility Study Test
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Breakeven Analysis
Business Planning Steps ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
7. The Company ,[object Object],[object Object],[object Object],[object Object]
Elements of the  Business Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Finally: No Risk … No Gain ,[object Object],[object Object],[object Object]
Thank You  & May God Bless  Omar Shawky

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Business plan presentation-updated

  • 1. How to Build A Successful Business Plan for a Small Business Speaker: Omar Shawky
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  • 5. Company Structure Financials Operations & Production Team Idea Market Competitive Edge Marketing Strategy Business Plan
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  • 9. Vision 1 st Objective 2 nd Objective 3 rd Objective 4 th Objective Strategy Where do you want to go at the end? What is the road map and major mile stones? How will you reach your objectives? Vision Objectives SMART S pecific M easurable A chievable R elevant T ime-Bound
  • 10. Mission: Stakeholders Family Work Friends Religion Country Community Who are your stakeholders and what is your mission to each one of them?
  • 11. Mission: Stakeholders Shareholders Employees Customers Suppliers Country Community Who are your stakeholders and what is your mission to each one of them?
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  • 14. How you capitalize on them How you avoid them How maximize them How minimize their effects Strengths Weaknesses Opportunities Threats Internal External SWOT Analysis
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  • 17. Marketing Plan Process Marketing Research Segmenting Positioning Targeting Defining Target Market Needs, Wants, Demand Product Variety Quality Design Features Brand Packaging Size Services Warranty Return Price Price List Discounts Allowances Payments Credit Promotion Promotions Advertising Sales Force Public relation Direct marketing Place Channels Coverage Location Inventory Transport Push / Pull Marketing Mix 4 Ps
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  • 25. Revenue: 100 100% - Cost of Goods Sold (COGS): 60 60% Gross Profit (Profit Margin) 40 40% Operating Expenses: General & Administration 8 8% Sales & Marketing 12 12% - Total Operating Expenses 20 20% Earning Before Interest, Tax, Depreciation & Amortization (EBITDA)20 20% - Depreciation & Amortization 5 5% Earning Before Interest and Tax (EBIT) 15 15% - Interest Expenses 5 5% Net Income Before Tax 10 10% -Taxes 2 2% Net Income 8 8% Income Statement
  • 26. 1- Cash Provided from Operations: + Net Income 8 +Depreciation & Amortization 5 -Increase in Receivables (1) +Increase in Payables 4 Total Cash from Operations 16 2- Cash Provided from Investing: - Capital Expenditure (3) +Sale of equipment, land..etc 1 +Sale of stocks in portfolio 1 Total Cash from Investing (1) 3- Cash from Financing: -Repayment of debt (1) +Sale of common stock 1 -Cash Dividends (5) Total Cash from Financing (5) Total Cash Flow 10 Cash Flow Statement
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  • 35. Thank You & May God Bless Omar Shawky