Publishing & Presenting Your Plan
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Business Plan Preparation: Publishing Your Plan Publishing & Presenting Publishing & Presenting Your Plan Your Plan Frank Moyes Frank Moyes Leeds College of Business Leeds College of Business University of Colorado University of Colorado Boulder, Colorado Boulder, Colorado
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Publishing & Presenting Your Plan. Frank Moyes Leeds College of Business University of Colorado Boulder, Colorado. Tonight’s Agenda. Publishing and presenting your plan Hand-in Financial Plan (IS, BS, CF & Assumptions Management Plan. End of Semester Schedule. - PowerPoint PPT Presentation
Transcript of Publishing & Presenting Your Plan
Business Plan Preparation: Publishing Your Plan
Publishing & Presenting Your PlanPublishing & Presenting Your PlanPublishing & Presenting Your PlanPublishing & Presenting Your Plan
Frank MoyesFrank MoyesLeeds College of Business Leeds College of Business University of ColoradoUniversity of ColoradoBoulder, ColoradoBoulder, Colorado
Business Plan Preparation: Publishing Your Plan
Tonight’s AgendaTonight’s Agenda
Publishing and presenting your planPublishing and presenting your plan Hand-inHand-in
Financial Plan (IS, BS, CF & AssumptionsFinancial Plan (IS, BS, CF & Assumptions Management PlanManagement Plan
Business Plan Preparation: Publishing Your Plan
End of Semester ScheduleEnd of Semester Schedule
Practice Presentations Workshop Dec 2 (optional)Practice Presentations Workshop Dec 2 (optional) 45 minutes45 minutes Beginning at 8:00amBeginning at 8:00am
Dec 4 12:00 noon email Exec Summary in MS Word to FrankDec 4 12:00 noon email Exec Summary in MS Word to Frank Dec 6 Cut Round for gradeDec 6 Cut Round for grade
Presentations 30 min sessionsPresentations 30 min sessions Hand in 2 copies of PlanHand in 2 copies of Plan Financial model – all worksheetsFinancial model – all worksheets 2 copies of slide presentation2 copies of slide presentation Presentations in Rooms 104 & 102Presentations in Rooms 104 & 102
15 minute presentation15 minute presentation 15 minute Q & A15 minute Q & A
Select 4 teams for finalsSelect 4 teams for finals
Business Plan Preparation: Publishing Your Plan
End of Semester Schedule (continued)End of Semester Schedule (continued)
Dec 8 four finalists submit 6 copies to Entrepreneurship Dec 8 four finalists submit 6 copies to Entrepreneurship Center Center beforebefore 12:00 noon 12:00 noon
Dec 13 Undergraduate Business Plan CompetitionDec 13 Undergraduate Business Plan Competition Reception at 5:30Reception at 5:30 Competition in Room ? at 6:00Competition in Room ? at 6:00 Invite friends and familyInvite friends and family Attendance required to do FCQ’s & peer evaluationsAttendance required to do FCQ’s & peer evaluations
Business Plan Preparation: Publishing Your Plan
Publish Your Plan IPublish Your Plan I
Length Length Plan: 20 pages maxPlan: 20 pages max
Appendices: 10 pages maxAppendices: 10 pages max 5 year IS, BS and CF in Appendix with detailed assumptions5 year IS, BS and CF in Appendix with detailed assumptions Customer survey: summary results and how conductedCustomer survey: summary results and how conducted ResumesResumes Development Gantt timelineDevelopment Gantt timeline Drawings, specifications, layoutDrawings, specifications, layout Capital expenditure detailCapital expenditure detail Other import information that investors would need to understand the planOther import information that investors would need to understand the plan
Business Plan Preparation: Publishing Your Plan
Publish Your Plan IIPublish Your Plan II
Font size 12 pointFont size 12 point Use tables and graphs (sources)Use tables and graphs (sources) Show sources of info in parenthesesShow sources of info in parentheses Spiral binding, white paperSpiral binding, white paper Cover sheet with team member namesCover sheet with team member names
Business Plan Preparation: Publishing Your Plan
Publish Your Plan IIIPublish Your Plan III
Financial info in PlanFinancial info in Plan Financial Summary with key assumptionsFinancial Summary with key assumptions Offering & ValuationOffering & Valuation Sources & Uses Sources & Uses 5 year IS, BS and CF in Appendix with detailed assumptions5 year IS, BS and CF in Appendix with detailed assumptions
Financial projection from the model with all assumption Financial projection from the model with all assumption worksheets in separate bindingworksheets in separate binding
Business Plan Preparation: Publishing Your Plan
Publish Your Plan IVPublish Your Plan IV
Less is betterLess is better White spaceWhite space Make it interesting to readMake it interesting to read
Make it realMake it real Use photosUse photos Use color if it is appropriateUse color if it is appropriate
Proof read and spellingProof read and spelling
Business Plan Preparation: Publishing Your Plan
Business Plan ElementsBusiness Plan Elements
Executive SummaryExecutive Summary Company OverviewCompany Overview Product or Service DescriptionProduct or Service Description Market & Industry AnalysisMarket & Industry Analysis Marketing PlanMarketing Plan Operations PlanOperations Plan Development Plan Development Plan Management PlanManagement Plan Competitive AdvantageCompetitive Advantage Financial PlanFinancial Plan FundingFunding
Business Plan Preparation: Publishing Your Plan
Presenting Your PlanPresenting Your Plan
15 minutes15 minutes See Investor PresentationsSee Investor Presentations Make it real; tell a storyMake it real; tell a story Focus on 3 or 4 points you want judges to rememberFocus on 3 or 4 points you want judges to remember
Introduce pointsIntroduce points Repeat in SummaryRepeat in Summary
Show prototypes, exhibits, short videosShow prototypes, exhibits, short videos Test slides for clarity in your class room before presentationTest slides for clarity in your class room before presentation Practice transitions between presentersPractice transitions between presenters
Business Plan Preparation: Publishing Your Plan
Presentation SlidesPresentation Slides
~12(ish) Slides ~12(ish) Slides Back-up slides to help in answering likely questionsBack-up slides to help in answering likely questions Each slide conveys one pointEach slide conveys one point
Everything on the slide must support the pointEverything on the slide must support the point 3 bullets3 bullets
Use simple graphics to convey pointUse simple graphics to convey point
Business Plan Preparation: Publishing Your Plan
Questions & AnswersQuestions & Answers
15 minutes15 minutes Answer 30 seconds or lessAnswer 30 seconds or less Decide beforehand who will answer what questionsDecide beforehand who will answer what questions Unless team member is in trouble, only one answerUnless team member is in trouble, only one answer
If don’t like your answer, they will ask againIf don’t like your answer, they will ask again If you don’t know the answer, say so.If you don’t know the answer, say so.
Business Plan Preparation: Publishing Your Plan
NoteNote
Typos: Rotary Hammer at Ball State. Judge comments Typos: Rotary Hammer at Ball State. Judge comments about number of typos and why not selected for the about number of typos and why not selected for the finals. Used a professional editor to proof read planfinals. Used a professional editor to proof read plan
