The business plan is what turns ideas into reality and concepts into competitive advantage. New ways of competing come from leveraging information, knowledge and process design. To meet this challenge what is required is a vision for the future, an accelerated planning process, a focus on key result areas and the ability to generate commitment and congruence within all sections of the business.

How you will benefit

A focus on what really matters
Clarity of a future direction for the business
Planning processes that capture the key elements of research, analysis and implementation
A review process that keeps the plan alive through flexibility and responsiveness

Who should attend

Managers from all backgrounds who want planning skills to match today's changing business environment
Managers who would like their planning process to be more efficient and effective
Managers who want plans that get implemented

What you will cover

I. Company Description

Mission Statement
Summary of Activity to Date
Current Stage of Development
Competencies
Product or Service: Description; Benefits to customers; Differences from current offerings
Objectives
Keys to Success
Location and Facilities

II. Industry Analysis

Entry Barriers
Supply and Distribution
Technological Factors
Seasonality
Economic Influences
Regulatory Issues

III. Market Analysis

Definition of Overall Market
Market Size and Growth
Market Trends
Market Segments
Targeted Segments
Customer Characteristics
Customer Needs
Purchasing Decision Process
Product Positioning

IV. Competition

Profiles of Primary Competitors
Competitors' Products/Services & Market Share
Competitive Evaluation of Product: Distinct Competitive Advantage; Competitive Weaknesses
Future Competitors

V. Marketing and Sales

Products Offered
Pricing
Distribution
Promotion
Sales Force
Sales Forecasts

VI. Operations

Product Development
Key Suppliers
Product / Service Delivery
Customer Service and Support
Human Resource Plan
Facilities

VII. Management and Organization

Management Team
Open Positions
Board of Directors
Key Personnel
Organizational Chart

VIII. Capitalization and Structure

Legal Structure of Company
Present Equity Positions
Deal Structure
Exit Strategy

IX. Development and Milestones

X. Risks and Contingencies

XI. Financial Projections

Assumptions (Start date, commissions, tax rates, average inventory, sales forecasts, etc.)
Financial Statements (Balance Sheet, Income Statement, Cash Flow Statement)
Break Even Analysis
Key Ratio Projections (quick ratio, current ratio, D/E, D/A, ROE, ROA, working capital
Financial Resources
Financial Strategy