BizBuilder Step 3:

1. BizBuilder Step 3: Business Plan Presentation

2. [Company Name] • [Logo—insert below as clip art]

3. Executive Summary • Business Definition • Target Market • Key Marketing Strategy • Goals • Ownership • Financing Request • Use of Funds & Exit Strategy

4. Overview • Mission • Vision • Culture

5. Company Description • Industry • Type of firm (manufacturing/wholesale/service) • Strategic advantage • Legal structure • Physical location & geographic reach • Ownership structure

6. Opportunity Analysis • Industry analysis • Size • Trends • Characteristics • Target market • Size • Trends • Characteristics

7. Opportunity Analysis II • Environmental Analysis • SWOT Analysis

8. Opportunity Analysis III • Competitive Analysis • Key competitors (analysis on next slide) • International competitors • Competitive advantage or Unique Selling Proposition (USP) • Tactics to support the strategy • Barriers to entry

9. Competitive Analysis

10. Market • Segmentation Strategy • Geographic Scope • Size of Total Market • Size of Target Market • Customer Profile

11. Marketing – Products/Services • Products/services to be sold • Customer needs to be met • Features and benefits • Product life cycle stage(s) • Intellectual property protection

12. Marketing - Pricing • Strategy • Structure • Profit margins • Discounts • (Optional – Economics of One Unit Slide)

13. Economics of One Unit

14. Marketing - Promotion • Advertising • Branding • Marketing materials • Publicity • Customer service

15. Marketing - Place • Location • Advantages • Disadvantages • Surrounding businesses & access routes • Vehicular traffic • Work force availability

16. Marketing - Philanthropy • Philanthropic strategy • Organizations to support • Rationale

17. Management Team

18. Full-time employees Present needs Future needs Benefits Training Part-time employees Present needs Future needs Employees/Associates

19. Research & Development • Types of research in which engaged • Industry research in progress • Intellectual property protection

20. Location & Facilities • Type of building and equipment • Technological tools • Access to technology

21. Inventory & Production • Supply chain (illustrate) • Manufacturing process • Economies of scale • Innovations in production, inventory management, or distribution • Production-distribution channel(s) • Lead times

22. Quality Assurance • Methods of defining & ensuring product/service quality • Critical components of quality assurance • Value of quality assurance to customers and the organization

23. Sources & Uses of Capital • Amount of capital required • Funds from personal resources • Funds committed • Type of funds and terms • Uses of funds raised with timeline • Start-up costs • Payback period

24. Cash Flow Projections

25. 25 Balance Sheet Projections After start-up costs and before first sale After first year

26. Income Statement Projections

27. 27 Return on Sales (Double click on chart to add information)

28. Breakeven Analysis Number of units that must be sold to break even: • per month: __________ units • per year: ____________ units

29. Ratio Analysis

30. Ratio Analysis II

31. Plan for Use of Funds

32. Funding Request • Amount • Type • Terms

33. Risks & Barriers • Key risks and assessment of impact • Barriers to plan success • Plans to mitigate risks and reduce barriers

34. Exit Plan • Options • Option 1 • Option 2 • Option 3 • Time frame

35. Milestones • Critical milestones listed with dates • PERT chart

36. Opportunity Summary • Highlight 1 • Highlight 2 • Highlight 3 • Highlight 4 • Highlight 5

37. [Company Name] Thank you!