Structure of Organisations Slide 1

Structure of Organisations Slide 2

Business PlanBusiness Plan

Description of the Business– What it does (or will do)– Size, location,

Who the principals and key personnel are– Management structure & roles & backgrounds

SWOT

Capital– Need and Sources

Future Business Areas

Structure of Organisations Slide 3

Sales & MarketingSales & Marketing

Size of market

Competition

Projected market share

How the company will market & sell– Marketing Channels– Sales Channels

Structure of Organisations Slide 4

SWOTSWOT

StrengthsWeaknessesOpportunitiesThreats

VATVAT

Described in lecture

Structure of Organisations Slide 5

Structure of Organisations Slide 6

Financial ProjectionsFinancial Projections

Assumptions (and explanations)

Staff needed, proposed salaries

Other costs

Sales volumes

Prices

Accounting policies (e.g. on depreciation, interest rates

Profit/LossBalance SheetsCash flow

2 years @ monthly for cash flow and P/L

The ReportThe Report

Remember that an investor may have to read many plans per day

So MAKE IT EASY TO READ

Structure of Organisations Slide 7

Some tipsSome tips

Use a contents pageUse page numbersBreakup large areas of text by using paragraph sub-headsWhite space is very importantIf not in binder then staple top left hand

Structure of Organisations Slide 8

SpreadsheetsSpreadsheets

For currency use integersPage sequence for Financials:

P/L, Cash flow and Balance sheet Year 1

P/L, Cash flow and Balance sheet Year 2

6 sheets

Landscape8-9 pointInsert pages so that the landscape left hand is at bottom when opening up. (The page needs to turn 90 degrees clockwise)

Structure of Organisations Slide 9

FinallyFinally

Make back-upsPrint the night beforeSet alarm!

Structure of Organisations Slide 10