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BT LATAM COLOMBIA

ACCOUNT/BUSINESS PLANNING

WORKSHOP

HOMEWORK ASSIGMENT

2013 ---2014---2016 Actions for Success

HB09292013

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DEVELOP AN ACCOUNT/BUSINESS PLANA WORKSHOP PRELIMINARY RESEARCH

5.1 Why Do Your account Need a

Account/Business Plan?

5.2 What Goes into an Account/ Business Plan?

5.3 Elements to Create an EffectiveAccount/Business Plan for your case

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Chapter 5

Slide3

WHY DO YOU NEEDAN ACCOUNT/ BUSINESS PLAN?

Explain the purpose of having a goodaccount/ business plan.

Describe the importance of an

account/business plan.

GOALSGOALS

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Chapter 5

Slide4

THE BUSINESS PLAN

An account/business plan is a written document that

describes all the steps necessary in opening and

operating a successful business opportunity.

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Chapter 5

Slide5

PURPOSES OF AN ACCOUNT/ BUSINESS PLAN

Explains the idea behind your business and spells

out how your product or service will be APPLICABLE

and sold to your account. Sets specific objectives and describes how your

business expects to achieve them.

Describes the background and experience of the

people who will be dealing with the business.

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Chapter 5

Slide6

IMPORTANCE OF AN ACCOUNT/ BUSINESS PLAN

Makes you think about all aspects of your business.

How??

May help you secure financing for your business.How??

Helps you communicate your ideas to others.

How???

Can serve as a tool for managing your business.

How??

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Chapter 5

Slide7

WHAT GOES INTO

AN ACCOUNT/ BUSINESS PLAN?

Study the six basic elements of abusiness plan.

Recognize what additional elements

may be needed.

GOALSGOALS

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Chapter 5

Slide8SIX BASIC ELEMENTS

OF A BUSINESS PLAN

Business Opportunity history and background

Goals and objectives

Products or services Management and staffing

Marketing

Current and projected financial statements

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Chapter 5

Slide9

HISTORY AND BACKGROUND

Describing how you came up with your idea can help

Staff and others understand how your business

opportunity will be a real business.

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Chapter 5

Slide 10

GOALS AND OBJECTIVES

Your business plan should outline your goalsshort-

term, medium-term, and long-term, in numbers and

dates.

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Chapter 5

Slide11

BT PRODUCTS OR SERVICES

In this section your business plan should:

Explain how your products or services differ from those

already on the market. Describe the industry you will operate in and if partners

integration is needed.

Describe the locations of your business, national,

international.

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Chapter 5

Slide 12FORM OF BT

BUSINESS OPPORTUNITY

Identify your form of business structure: BT only, BT

as integrator, BT as a partner

Provide information relevant to your form ofopportunity architecture: IT O/S,

Communications Networking, DC,

Security, Cloud Computing

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Chapter 5

Slide 13

MANAGEMENT AND STAFFING

Demonstrate that you and the people working with

you have the experience, maturity, and common

sense to manage your business. Explain the needed support if any

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Chapter 5

Slide 14

ACCOUNT MARKETING

The marketing section should:

Identify your prospective business areas

Describe the size of the opportunity for your productor service.

Explain how you plan to work the opportunity.

Explain how you plan to deal with competition (Who

they are??)

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Chapter 5

Slide 15

ACCOUNT CURRENT AND PROJECTED FINANCIAL

STATEMENTS

The financial section has three elements:

Identification of risks ( Bid, RFP, RFI??)

Financial statements (Budget??)

Funding request and return on investment

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Chapter 5

Slide 16ADDITIONAL ELEMENTS

OF THE ACCOUNT/BUSINESS PLAN

Some businesses need to provide additional information

in their business plans related to:

Licensing (Communication solutions-- (voice))

Legal restrictions (Subcontracting)

Regulations (Internals-SLA,OLA,KPI)

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Chapter 5

Slide 17

CREATE AN EFFECTIVE

ACCOUNT/BUSINESS PLAN

Research your basic data for theaccount/business plan.

Organize your data supporting the

account/business plan of your

business opportunity.

GOALSGOALS

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Chapter 5

Slide 18

RESEARCH THE ACCOUNT/BUSINESS PLAN

Print resources ( all of them)

Online resources

People resources (Virtual, on site) Additional resources

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Chapter 5

Slide 19

PUT YOUR ACCOUNT/BUSINESS PLAN TOGETHER

Introductory elements

Table of contents (Structure of Offer)

Statement of purpose (SOW)

Executive summary

Main body of your plan

Appendix