Panel Presentation Template


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Latest template for 15 minute business plan presentation to San Diego CONNECT mentors & investors

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Panel Presentation Template

  2. 2. The goal is… <ul><li>To communicate the company’s story as clearly as possible </li></ul><ul><li>To create excitement for the company to attract further resources </li></ul><ul><li>To get a second meeting! </li></ul>Every presentation is unique and will have its own flow, but a template is a good start
  3. 3. Presentation musts: <ul><li>Less Is More </li></ul><ul><ul><li>13-15 Minutes only </li></ul></ul><ul><ul><li>Graphics; Keep It Simple, Standard Logo </li></ul></ul><ul><li>12-14 slides with key sound-bites (3-4 per slide…the rest is your story!) </li></ul><ul><li>Utilize back-up slides to pull out during the Q&A session (anticipate questions and prepare) </li></ul>
  4. 4. Slide 1 – Introduction <ul><li>Presenter and company introduction must cover: </li></ul><ul><ul><li>Who you are? What is your title? </li></ul></ul><ul><ul><li>What business you are in? </li></ul></ul><ul><ul><li>What markets do you compete in? </li></ul></ul><ul><ul><li>Significant company milestones to date </li></ul></ul><ul><li>What do you want? </li></ul><ul><li>2-3 Questions for the panel to focus on </li></ul><ul><ul><li>Business Model, Go-to-Market Plan, Funding, etc. </li></ul></ul>30 sec. Elevator Pitch
  5. 5. Slide 2 – Pain <ul><li>What is the pain? Who has it? Will they pay for the solution? </li></ul><ul><ul><li>Who is your ideal customer </li></ul></ul><ul><ul><li>Is your solution “the pain killer/must have” or “the vitamin/nice to have”? </li></ul></ul><ul><li>Quantify the problem concisely! ($) How much does the problem cost to its owner? </li></ul>
  6. 6. Slide 3 – Your Solution <ul><li>Compelling presentation of your solution </li></ul><ul><ul><li>Graphics, illustrations or pictures are highly recommended (Remember: Keep It Simple) </li></ul></ul><ul><ul><li>Relate to the problem slide </li></ul></ul><ul><li>List the key points that will help the audience understand </li></ul><ul><ul><li>Don’t explain the technology in detail </li></ul></ul><ul><ul><li>What is it? What it does? NOT how it does . </li></ul></ul><ul><ul><li>What will happen if it is implemented? How much will it save? What will it allow your customer to do that couldn’t be done before? </li></ul></ul><ul><li>Why are they going to pay for a solution? </li></ul><ul><ul><li>Where do you fit on your customers balance sheet? </li></ul></ul><ul><ul><li>Cost savings? </li></ul></ul><ul><ul><li>Increased market share? </li></ul></ul><ul><ul><li>Elimination of a bottleneck? </li></ul></ul>
  7. 7. Slide 3a – Value Proposition <ul><li>If appropriate! </li></ul><ul><li>Articulate the exceptional value to your customers </li></ul><ul><li>If there are more members in the value chain, articulate value propositions for each; i.e when selling through a partner, strategic alliance to reach the end-user </li></ul>
  8. 8. Slide 4 – Business Model <ul><li>Who are your ideal target customers </li></ul><ul><li>How do they buy? Online? Trade? </li></ul><ul><li>Pricing model; how are you going to make money? </li></ul><ul><li>Revenue Model, how will your customers scale (sales strategy) </li></ul><ul><li>Sell direct? Sell through (channels to market) </li></ul><ul><li>Graphs work </li></ul>
  9. 9. Slide 4a – Technology (Solution Description) <ul><li>If appropriate! </li></ul><ul><li>If the value is in cost savings focus on that aspect, always relate to benefits </li></ul><ul><li>Layman’s terms </li></ul><ul><li>Graphs, pictures work </li></ul><ul><li>Assume that the audience does not know the technological field you are in </li></ul><ul><li>Yet, give a compelling description without using abbreviations or techy terms </li></ul>
  10. 10. Slide 5 – Market (How big is the problem?) <ul><li>Demonstrate a significant market opportunity </li></ul><ul><li>Size, growth, maturity (graphs, both unit # and $) </li></ul><ul><ul><li>Number of potential customers, incumbent competitors </li></ul></ul><ul><li>Show how your solution is positioned in the market </li></ul><ul><li>Demonstrate how uniquely your product fits into the market </li></ul><ul><li>Focus on the smallest segment for credible penetration </li></ul><ul><ul><li>Ex, If you are selling wheat bread to the restaurant industry, the segmentation order should be: </li></ul></ul><ul><ul><ul><li>Restaurant industry size: $5555 (Total Available Market-TAM) </li></ul></ul></ul><ul><ul><ul><li>Restaurants that buy the bread instead of cooking: $444 </li></ul></ul></ul><ul><ul><ul><li>Restaurants that buy wheat bread: $33 </li></ul></ul></ul><ul><ul><ul><li>Restaurants that you can reach (your target):$2 (Served Available Market – SAM) </li></ul></ul></ul>
  11. 11. Slide 6 - Competition <ul><li>Competitive Landscape: list direct (same/similar solution providers) and indirect (current other methods, but can move into your space) competition </li></ul><ul><ul><li>Southwest Airline’s direct competitors are other airlines but they declared that they are indirectly competing with all other available travel choices </li></ul></ul><ul><li>What technologies may become competitive in the near term (3-5 years)? </li></ul><ul><li>How you are different? </li></ul><ul><li>Comparison of solutions based on customers’ decision making criteria </li></ul><ul><li>Customer feedback, why you versus others? </li></ul>Providing a detailed competitive analysis and listing the potential competitors increase your credibility
  12. 12. Slide 7 – Sustainable Competitive Advantage <ul><li>What is your unfair advantage? </li></ul><ul><li>What are the differentiated features that will hook the decision makers? </li></ul><ul><li>How long does your solution last? </li></ul><ul><li>How often it will be replaced? </li></ul><ul><li>Why the customer should pay? </li></ul><ul><li>What is the value proposition? </li></ul>
  13. 13. Slide 8 – Go to market strategy <ul><li>Marketing plan and Distribution plan (address </li></ul><ul><li>market risk) </li></ul><ul><li>The sustained initiatives and processes to acquire your target customers </li></ul><ul><ul><li>PR, Media, Search Engine Optimization, Advertisement, etc. </li></ul></ul><ul><li>How you are going to tackle the market? </li></ul><ul><ul><li>Direct versus Indirect distribution channels, alliance partners </li></ul></ul><ul><li>Identify customer acquisition cost and other business metrics; benchmark against competitors </li></ul><ul><li>Highlight third party validation </li></ul><ul><li>Graphs work </li></ul>
  14. 14. Slide 9 – Company Traction <ul><li>Team (could be your greatest strength) </li></ul><ul><ul><li>Short summary of the members key strength and achievements, particularly as it relates to the business (address management risk) </li></ul></ul><ul><ul><li>Possibly board of advisors (if recognized) </li></ul></ul><ul><li>Barriers to entry: Your existing IP/ IP strategy (address technology risk) </li></ul><ul><li>Depending on the company stage, important milestones achieved </li></ul><ul><li>Short personal experience to hook the audience and to have a smooth transition to the “Problem” slide! </li></ul>
  15. 15. Slide 10 – Financials <ul><li>Financial Plan – Pro-Forma </li></ul><ul><li>Everyone knows that this is an estimate, but still they want to know how realistic are the financials and if you are capable of predicting the market </li></ul><ul><li>5 Year realistic estimates – graph is a must </li></ul><ul><li>Highlight critical assumptions/milestones, and mention if there is an important issue for the realization of revenue projections </li></ul><ul><li>Don’t provide details, but be prepared to present and discuss them </li></ul><ul><li>Make sure your numbers track with the other slides </li></ul>
  16. 16. Slide 12 – Funding (if seeking investment) <ul><li>How much $ are you seeking? </li></ul><ul><li>Where will the money be put to use? </li></ul><ul><ul><li>(i.e. 45% R&D, 20% Marketing, %10...etc) </li></ul></ul><ul><ul><li>Pie Graphs work nicely </li></ul></ul><ul><li>How long will the money last? </li></ul><ul><li>How long until you need another cash infusion or will this be all the financing you need? </li></ul>
  17. 17. 2006 2007 2008 2009 Strategic Planning Phase I Development Phase II Development Pilot Test Mass Production (II) 2010 IPO Mass Production (I) Slide 13-Corporate Development Time Project Milestone Financial Milestone Fund Raising (I) US$ 1 M Fund Raising (II) US$ 1.5M
  18. 18. Slide 14 - Summary <ul><li>List your strengths unique to your company </li></ul><ul><li>3-5 points that you want from your audience to remember when they leave the room </li></ul><ul><li>Repeat the 2-3 Questions you want the panel to focus on </li></ul>
  19. 19. Entrepreneur-in-Residence (EIR) – Expectations & Requirements <ul><li>Benefits </li></ul><ul><ul><li>Mentor entrepreneurs and innovators </li></ul></ul><ul><ul><li>Upon invitation only from the client, join the client’s leadership team </li></ul></ul><ul><ul><li>Network with entrepreneurs, service providers and domain experts </li></ul></ul><ul><li>Activities </li></ul><ul><ul><li>Initial “Intake Session” </li></ul></ul><ul><ul><li>Assess and identify the appropriate SB category </li></ul></ul><ul><ul><li>Business audit and gap analysis </li></ul></ul><ul><ul><li>Coach accepted companies on business model, marketing strategies and financial modeling </li></ul></ul><ul><ul><li>Assist in identifying panelists and attend panel presentations </li></ul></ul><ul><ul><li>Assist in providing post-panel action plans and milestones for future development </li></ul></ul>
  20. 20. <ul><li>Requirements </li></ul><ul><ul><li>Serve based upon experience as a CEO, in raising venture capital and growing successful companies </li></ul></ul><ul><ul><li>Commit appropriate time to coach the clients </li></ul></ul><ul><ul><ul><li>Approximately 10 hrs/week for up to 6 months </li></ul></ul></ul><ul><ul><li>Maintain the highest standards of integrity with regard to confidential client information </li></ul></ul><ul><ul><li>Inform PROGRAM NAME program management of any changes or issues in the Client – EIR relationship </li></ul></ul><ul><ul><ul><li>An invitation from the client to join the leadership team </li></ul></ul></ul><ul><ul><ul><li>Client does not respond to coaching </li></ul></ul></ul>Entrepreneur-in-Residence (EIR) – Expectations & Requirements (cont’d)