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Introduction to business plans for SMEs

Introduction to business plans for SMEs. Maggie Weaver Shaftesbury Associates. The SME Business Plan. What’s it for What’s in it How do we contribute How do we benefit. What’s a Business Plan for?. “Selling” tool for getting financing First payoff: encourages realism

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Introduction to business plans for SMEs

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  1. Introduction to business plansfor SMEs Maggie Weaver Shaftesbury Associates

  2. The SME Business Plan • What’s it for • What’s in it • How do we contribute • How do we benefit

  3. What’s a Business Plan for? • “Selling” tool for getting financing • First payoff: encourages realism • Determine product or market niche • Long-term payoff: management tool

  4. Business plan websites • Descriptive • Table of contents • Template • Interactive (online) • Software • Sample plans

  5. Business overview Products/services Industry overview Marketing strategy Management & staffing Regulatory issues Risks Implementation plan Financial plan Executive summary What’s in an SME business plan?

  6. Interactive Business Plannerhttp://www.cbsc.org/ibp

  7. Interactive Business Planner

  8. Section 1 – Business Overview • Business history • Vision & mission statement • Objectives • Ownership • Location & facilities Section 2 – Products/services • Products/services description • Key features • Production process • Future products/services • Comparative advantages in production

  9. Business Overview – ownershiphttp://bsa.cbsc.org

  10. Section 3 – Industry overview • Research sources • Size of industry • Key product segments • Key market segments • Purchase process & buying criteria • Description of industry participants • Key industry trends • Industry outlook

  11. Industry overview – getting luckyISA Reports http://www.stat-usa.gov

  12. Industry overview – getting luckyInfoExport http://infoexport.gc.ca

  13. Section 4 – Marketing strategy • Target markets • Key competitors • Analysis of competitive position • Pricing strategy • Promotion strategy • Distribution strategy

  14. Section 5 – Management & staffing • Organizational structure • Management team • Staffing • Labour market issues Section 6 – Regulatory issues • Intellectual property issues • Other regulatory issues

  15. Staffing – labour market issues

  16. Regulatory issues – example

  17. Section 7 – Risks Market risks Other risks Section 8 – Implementation plan

  18. Section 9 – Financial plan Balance sheet Pro-forma income statement Monthly cash flow statement 3-year cash flow forecast Section 10 – Executive summary

  19. How do we contribute? • Information resources • Examples • Educate/promote • Imagination

  20. How do we benefit? • Understand a client group • Knowledge of the local business environment • Contribute to economic growth • Template to build our own business cases

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