NUERA BPLANCOVER
52
ECONOMIC OUT LOOK Barter is used today as a means of supplementing or increasing the overall cash flow of a company. Most companies simply do not operate at 100% capacity. This means that many companies have excess inventory in the form of space, time or materials In some cases, these excess goods and services can work against a company.
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NUERA PLN COVER
Transcript of NUERA BPLANCOVER
ECONOMIC
OUT LOOK Barter is used today as a means of supplementing or increasing the overall cash flow of a company.
Most companies simply do not operate at 100% capacity. This means that many companies have excess inventory in the form of space, time or materials In some cases, these excess goods and services can work against a company.
Business Profile 1.0 Introduction 2.0 Executive Summary 3.0 Industry Analysis 4.0 Venture Description 5.0 Production Plan 6.0 Operation & Organization 7.0 Membership 8.0 Human Resources 9.0 Management 10.0 Marketing 11.0 Organizational Infrastructure 12.0 Finance 13.0 Mile Stones www.nuerabarter.com
Trade WHY BUY IT WHEN YOU CAN
FOR ALOMOST ANYTHING
Business Introduction 1.0 Introduction
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Education Of
Member Our
Clients
Executive Summary 2.1 Brief history (My story) …… 2.2 Mission statement …… 2.3 Nuera Core Humanitarian Values 2.4 Revue model 2.5 Overview of products services 2.6 Management summary …… 2.7 Background and resumes 2.8 Office Equipment and personal 2.9 Companies financial summary
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3.0 Industry Analysis 3.1 Trends Analysis ………….. 3.2 Competition Analysis …………….. 3.3 Market Segmentation ……………. 3.4 Industry and Market Forecast ….
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To Generate
Wealth Of
Divisions
4.0 Venture Description 4.1 Nuera Barter 4.2 Team 25 4.3 The Fabulous 12 4.4 Friday After Next 4.5 EGuide
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A Delicate Blend
Five Of
Divisions
Production Plan 5.1 Membership Process ………… 5.2 Member Profile 5.3 Physical property location …… 5.4 Virtual Office …….………………no 6.0 Name and suppliers of materials 6.1 Quartile System Purge
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Operation & Infrastructure 1.0 Introduction
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6.0 Operational Plan Operational Meetings 6.2.1 Master Meeting Agenda t finished 6.2.2 Meeting Format Documentation communication & Webinars Organizational Communications 6.2.3 Creating Developing Mentoring Forms 6.2.4 Intranet Emails Owners Meetings & Due Diligence Review 6.2.5 Administration Meetings ……… 6.2.6 Production Meetings ……… …………………… 6.2.7 Operational Meetings ………………… 6.2.8 Finance Meetings ……………………………
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6.0 Operational Plan 6.5 Description The Nuera Operation …… 6.5.1 Daily Operation Plan ……………………………… 6.5.2 Operational Policies and Procedures 6.5.3 Flow of orders for goods and services 6.5.4 Organizational Calendars national events holidays industry days ………………………………………… 6.5.5 Technology Utilization and communication 6.5.6 800 Number 6.5.7 Web Site
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6.0 Operational Plan Meetings ………………………………………………… Governing Executive Meetings & Due Diligence Review 6.3 Executive Management Meetings ……………… 6.3.1 Governing Board Meetings ………… Divisional Presidents Meetings …………… 6.4 Team 25 Sales Meeting …………… 6.4.1 Friday After Next Meetings ……………… 6.4.2 The Fabulous 12 Meetings …………………… 6.4.3 Nuera Barter Meetings …………… 6.4.4 Trade & Barter Meetings ………………… Operational Review …………………………………………
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6.0 Customer Service The Market Place Call Center
6.12 About the Market Place Call Center 6.12.1 Support our Members & Trade Ambassadors 6.12.2 Building our brand 6.12.3 Where are we going 6.13.1 Customer Service at a Glance 6.13.2 Customer Service Benefices 6.13.4 Customer Service Features & Functions 6.13.5 Customer Service Attributes 6.13.6 The Customer Service Pledge 6.14.1 Call Center Personnel 6.14.2 Career Paths at a Glance 6.14.3 Ongoing Support 6.14.4 Training & Development 6.14.5 CSM Rewards
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6.0 Customer Service The Market Place Call Center
6.15.1 The Market Place Functions 6.15.2 Customer Service Plans & Membership Review 6.15.3 Customer Service Efficacy 6.15.4 Customer Service Sales 6.15.5 Handle Problems with Sites 6.16.1 Chief Information Officer 6.16.2 Profile Comes Alive 6.16.3 Profile Confirmation 6.16.4 Information Guardian 6.16.5 Fix repeat problems and bugs
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6.0 Customer Service The Market Place Call Center
6.17.1 Member Search Functions 6.17.2 Featured Listing 6.17.3 New Listing Placement 6.17.4 Local Listing Search 6.17.5 State Listing Search 6.17.6 Key Word Search 6.17.7 Zip Code Search 6.17.8 Search by Business Name 6.17.9 Search by Agent Name 6.17.10 Search by Industry 6.18.1 Posting Features 6.18.2 Automated Billing 6.18.3 Chopping Cart Functions 6.18.4 Item Numbers 6.18.5 Item Post
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6.0 Customer Service The Market Place Call Center
6.19.0 Membership Features 6.19.1 Barter Buddies Search Function (by Bobbie) 6.19.2 Local Directory Listing 6.19.3 State Directory Listing 6.19.4 Membership Spotlight 6.19.5 Agent Spotlight 6.19.6 The Fabulous 12 Industry Picks 6.20.0 Communication Functions 6.20.1 The Daily Post Tweet 6.20.2 Face Book Post 6.20.3 Linked In Post 6.20.4 Meet Up Post
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6.0 Customer Service The Market Place Call Center
6.21.0 Uploaded Documents 6.21.1 One Sheet 6.21.2 P&L Analysis 6.22.0 Member Programs 6.22.1 The Trade Member Card 6.23.0 Marketing Programs 6.23.1 Side Banners & Sky Scrapers 6.23.2 Bill Boards 6.23.3 Video Placement
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6.24 Customer Service Member Profile Components
6.24.0 Member Profile Components 6.24.1 Short Profile 6.24.2 Long Profile 6.24.3 Log Placement 6.24.4 Ad Runners 6.24.5 Member Index Category 6.24.5 Item Information 6.24.6 Item Number 6.24.7 Additional Information 6.24.8 Member Web Link 6.24.9 Administration Information 6.24.10 Terms & Agreements 6.24.11 Video Upload 6.24.12 Trade Request Submission Button 6.24.13 Rating Services 6.24.14 Survey Forms 6.24.15 Special Form Features 6.24.16 Custom Form Features
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6.24 Customer Service
6.25.0 Operational View 6.25.1 Policy review 6.25.2 Accounts documentation 6.25.3 Trade Request Automation 6.25.4 Transaction documentation 6.25.5 Financial accountability 6.25.6 Software Support update 6.25.7 Credit Extension 6.25.8 Sample Call
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Administration & HR 1.0 Introduction
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Membership & HR 6.2 Membership 6.2.1 Member Profile Features 6.2.2 Personal Data ………… 6.2.3 The Daily Post ………… 6.2.4 The Index ……… 6.2.5 Short Profile 6.2.6 Long Profile …… 6.2.7 Banners 6.2.8 Runners 6.2.9 Web Links 6.2.10 Trade Request 6.2.11 Search Features 6.2.12 Index Features
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Membership & HR 6.2.13 Security 6.2.14 6.3 Member Advantages 6.3.1 The cost to acquire a Member 6.3.2 The Cost to loss a Member 6.4 Membership Benefits 6.4.1 Back Office information Office 6.4.2 Master Profile 6.4.3 Agent Membership Contact Profile 6.5 Member Account Profile 6.5.1 Accounting information 6.5.2 Case Study R&B Barter Service
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Membership & HR 6.5.2 Case Study R&B Barter Service 6.5.3 Roles and Responsibilities of Members of Organization 6.5.4 Terms & Agreements 6.6 Membership Q&A 6.6.1 What & Who is a Member 6.6.2 Membership Privacy Statement
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Corporate & Organization 7.0 Corporate Organization 7.1 CEO's Message 7.1.2 Code of Conduct 7.1.3 Policies & Guidelines 7.1.4 Check signing authority 7.2 Organizational Structure & Articles of Incorporation 7.2.1 Executive Board of Directors duties and responsibilities 7.2.3 Governing Board of Directors duties and responsibilities 7.2.4 Divisional President Duties and responsibilities
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Corporate & Organization 7.2.4 Divisional President Duties and responsibilities 7.2.5 Executive Mangers duties and responsibilities 7.2.6 Management Duties and r responsibilities 7.3 Organizational Bylaws 7.3.1 Changes in Corporate Structure 7.3.2 Parent Subsidiaries and affiliates 7.3.3 Shareholder Agreements 7.3.4 Minutes Reports and Memos Board Meetings
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Marketing Analysis 1.0 Introduction
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A n Active
Information Of
Divisions
Human Resources 8.0 Human Resources 8.1 Management Career Summary ……… 8.1.2 National Presidents ……………………… 8.1.3 Regional Vice Presidents ……………… 8.1.4 State Trade Ambassadors ……………… 8.1.5 Market Place Managers ………………… 8.1.6 Team Directors …………………………… 8.1.7 Unit Mangers ………………………………… 8.1.8 Trade Ambassadors ……………………… 8.1.9 New Market Place Developers ……… 8.1.10 Career & Job Descriptions 8.1.12 Contract and Agreements 8.1.13 Evaluations Policy …………………… 8.1.14 Conflict of Interest Policy ……………… www.nuerabarter.com
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Human Resources
Management and Operational Mandates 8.2.1 Training and ongoing Development 1 8.2.2 Management Team Back Grounds checks 8.2.3 Management Control 8.2.4 Organizational Chart 8.2.5 Resumes & Head Shots of Key personal and mangers 8.2.6 Intern Usage Policy 8.2.7 Working Conditions Policy 8.2.8 Sexual Harassment Policy 8.2.9 Evaluations Policy 8.2.10 Conflict of Interest Policy
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Human Resources 8.3 Compensation Contracts & Standard Benefits 8.3.1 Executive Composition 8.3.2 Governing Board of Directors 8.3.3 Divisional Presidents 8.3.4 National Partners 8.3.5 Management 8.3.6 Trade Ambassadors 8.4 Ownership interest 8.4.1 Trade Ambassadors Independent agent contract ……………………………………. 1 8.4.2 Membership Contracts 8.4.3 Employee Contracts 8.4.4 Online Performance Evaluation
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Human Resources 8.5 References 8.5.1 Executives: Three references for each 8.5.2 Attorney: All legal relationships 8.5.3 Directors and affiliates BIO 8.5.4 Investors: List of all individual and institutional investors 8.5.5 Customers: List of top ten 8.5.6 Strategic Partners 8.5.7 Consultants, freelance cur & hist 8.5.8 Accountant (Current and historical) 8.5.9 Bankers and creditors (cur & hist 8.5.10 Industry associations
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Nuera Finance 8.3 Compensation Contracts & Standard Benefits 8.3.1 Executive Composition 8.3.2 Governing Board of Directors 8.3.3 Divisional Presidents 8.3.4 National Partners 8.3.5 Management 8.3.6 Trade Ambassadors 8.4 Ownership interest 8.4.1 Trade Ambassadors Independent agent contract ……………………………………. 1 8.4.2 Membership Contracts 8.4.3 Employee Contracts 8.4.4 Online Performance Evaluation
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9.0 Nuera Marketing Management Team Back Ground 9.1.2 Situational Analysis |Marketing 9.1.3 Market Analysis Marketing 9.1.4 TREND ANALYSIS |Marketing 9.1.5 PEST ANALYSIS |Marketing 9.2 SWOT ANALYSIS |Marketing 9.2.1 Internal |SWOT 9.2.2 Writing SWOT |Marketing 9.2.3 External |SWOT www.nuerabarter.com
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9.0 Nuera Marketing Management Team Back Ground 9.1.2 Situational Analysis |Marketing 9.1.3 Market Analysis Marketing 9.1.4 TREND ANALYSIS |Marketing 9.1.5 PEST ANALYSIS |Marketing 9.2 SWOT ANALYSIS |Marketing 9.2.1 Internal |SWOT 9.2.2 Writing SWOT |Marketing 9.2.3 External |SWOT www.nuerabarter.com
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9.3 Market Overview 9.3 Market Overview |Marketing 9.3.1 ITEX Competitive Overview 9.3.2 Market Segmentation 9.3.3 Distribution Channels 9.3.4 Target Audience 9.3.5 Psychographics 9.4.6 Entry Goal and Action Plan 9.4.7 Goals and Objectives 9.4.8 Market Share Analysis www.nuerabarter.com
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9.4 Product Overview 9.4 Product Overview 9.4.1 Nuera Barter 9.4.2 The Nuera EGuide 9.4.3 The Fabulous 12 9.4.4 Team 25 |Subsidiary III
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9.4 Product Overview 9.4 Product Overview 9.4.1 Nuera Barter 9.4.2 The Nuera EGuide 9.4.3 The Fabulous 12 9.4.4 Team 25 |Subsidiary III
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9.4 Advertising Plan 99.7 Advertising Message 9.7.1 Public Relation and Publicity 9.7.2 Direct Marketing 9.7.4 Special Events 9.7.5 Product Marketing Literature
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9.4 Advertising Plan 99.7 Advertising Message 9.7.1 Public Relation and Publicity 9.7.2 Direct Marketing 9.7.4 Special Events 9.7.5 Product Marketing Literature 9.8 Putting Together Our Media Plan 9.8.1 Media Weight 9.8.2 Scheduling 9.8.3 This is How We Do It 9.8.4 Evaluation 9.8.4 Trade Ambassador
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Organizational Phase I P10.1 Management Announced 10.1.1 Management Teams Responsibilities 10.1.2Build or test market Dallas 10.1 Building Team 25 to 125 Trade Ambassadors 10.2 Building Membership 10.3 Building the Trade & Barter EGuide 10.4 Building The Fabulous 12 to attending a minim of two events per month 10.5 Building Friday After Next on air 10.6 Start developing a share holder plan 10.7 Start planning first Trade & Barter Summit 10.8 Develop salaries bonus and payment structure 10.9 PR Components
10.10 Polices, document and procedures 10.11 Due diligence assignment and Report
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Organizational Phase II Executive Management 10.12 Executive Management Responsibilities 10.13 Conduct first Trade & Barter Summit 10.14 Start researching in-depth market for expansion plans 10.15 Construct an expansion development team 10.16 Start planning for monthly awards, graduation and networking breakfast 10.17 PR Components 10.18 Polices, document and procedures 10.19 Due diligence assignment and Report www.nuerabarter.com
Organizational Phase III Ex Divisional Presidents Announced 10.20Divisional Presidents Responsibilities
10.21 Introduction of Investors 10.22 Team 25 President 10.23 Membership President 10.24 Trade & Barter EGuide President 10.25 The Fabulous 12 President 10.26 Friday After Next President 10.27 Search for Gov. Board of Directors 10.28 Graduation Celebration 10.29 Launch expansion development team 10.30 PR Components 10.31 Polices, document and procedures …… 10.32 Due diligence assignment and Report
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Organizational Phase IV Ex Divisional Presidents Announced 10.33 Governing Board of Directors Responsibilities 10.34 Start planning first Annual Conference 10.35 PR Components 10.36 Polices, document and procedures 10.37 Due diligence assignment and Report
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Organizational Phase V Executive Board of Directors Announced 10.38 Executive Board of Directors Governing Board of Directors 10.39 Continue planning first Annual Conference 10.40 PR Components 10.41 Polices, document and procedures 10.42 Due diligence assignment and Report
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Organizational Phase V Executive Board of Directors Announced 10.38 Executive Board of Directors Governing Board of Directors 10.39 Continue planning first Annual Conference 10.40 PR Components 10.41 Polices, document and procedures 10.42 Due diligence assignment and Report
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Organizational Phase VI Nuera Holdings Ownership Announced 10.43 Introduction of Partners 10.44 Host First Annual Conference & Stack Holder Dinner 10.45 PR Components 11.0 Polices, document and procedures 12.0 Due diligence assignment and Report
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11.0 Financial Plan I Financial Operation Plan 11.1 Projections 11.2 Three year Projections (pro Formulas) 11.3 Income Statement Projections (pro Formulas) 11.4 Balance Sheet Projections (pro Formulas) 11.5 Cash Flow Projections (pro Formulas) 11.6 Statement of shareholders equity & Distribution of Profit and Losses Key Financial Ratios 11.7 Liquidity 11.8 Leverage 11.9 Operating Efficiency 11.10 Profitability 11.11 Return to investors
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11.0 Financial Plane II Taxes and Audits 11.12 Historical tax rate 11.13 Federal and State net operating loss 11.14 Tax returns 11.15 Summary results of all taxes 11.16 AR Account receivable turn over 11.17 AR aging scheduling 11.18 AR control and credit policy 11.19 AR seasonality Capital Expenditures 11.20 Last Five Years 11.21 Five Year gross projections 11.22 Detailed Priority List
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11.0 Financial Plan III Equipment List 11.24 Age & deprecation 11.25 Liquidation Value 11.26 Replacement Value Leases 11.27 Lenders ……………. 1 11.29 Interest Rates ………………………… 11.30 Payment Schedules Litigations 11.31 Current Litigations 11.32 Potential Litigation Insurance 11.33 Properties ………… 11.34 Liability 11.35 Workers Compensations 11.36 Other …………………………………
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11.0 Financial Plan Equipment List 11. Information System 11.37 Description of Infrastructure 11.38 Security Layers 11.39 Backup Mile Stones Sources of Funds 11.40 Start up funding 11.41 Private Placements 11.42 Venture Capital 11.43 IPO Assessment of Risk 11.44 Evaluation of Risk ……………… 11.45 SWOT Analysis ……………… 11.46 New Technologies 11.47 Contingency ………
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Nuera Appendix 12.01 Letters 12.02 Market Research Data 12.03 Leases and Contracts 12.04 Price List from suppliers
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Nuera Appendix 1.0 Introduction
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• Each section will have a branded intorduction
Team 25
Member Client
Trade Ambassador
Member Client
Trade Ambassador
Talk Show EGuide
Nuera Barter Website P&L Analysis
One Sheets
Site Visits
Workshops
Trade Summits
Facilitators
Breakfast Club
Customer Service
Production Meetings
Editorial Meetings
Editorial Meetings
IT Content Meetings
The Fabulous 12
