sample business plan presentation 10

8/7/2019 Sample Business Plan Presentation 10

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BUSINESS PLAN WRITING

WORKSHOP


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Business Plan

What? Roadmap

Self-checking tool

Funding tool

Operating guide

Why? 1,000,001questions

Infinite number of possibilities

Distractions galore

How Long? 6-9 pages for the narrative, plus

financials/ appendices


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General Rules

Make it an interesting read!

Bullet points

Balance creativity while still getting your point across Use short (1-3 sentence) paragraphs

Be careful with using industry jargon

Write with objectivity

Consider using the third-person

Focus more on initial future (1-2 years), less onlater years


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Outline of a Business Plan

Cover Sheet

Executive Summary

Table of Contents1) Statement of Purpose

2) Company History

3) Business Description4) Products and Services


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Outline of a Business Plan

5) Market Analysis

a. Customers

b. Competitionc. Marketing Strategy

6) Management

7) Operations8) Financial Plan

9) Appendices


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Cover Sheet

Identity information

The words Business Plan

Your name and business name

Company logo Address

Telephone number

Fax Number

Email Address Web Address (URL)

Submission date

Looks vs. content


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Executive Summary

Most important part of the plan

Concise explanation

Venture objectives Market prospects

Financial forecasts

Sources and uses

WRITTEN LAST


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Table of Contents

Include page numbers

List of headings

Major Subsections

Same font!


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Statement of Purpose

The business plans objectives: financing oroperating guide

Financing How much money is needed?

What will the money be used for? How will the funds benefit the business? Why does this loan or investment make business sense? How will the funds be repaid?

Operating guide Who will use it? Will it layout strategy plans? How will it be updated?

Becoming self-sufficient


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Sample: Statement of Purpose

This business plan is written to secure financing in theamount of Rs.24,000, which will cover the following costs:

Rs.10,000 in equipment

Rs.14,000 in operating capital

The loan will supplement the owners equity investment ofRs.20,000, and will be repaid beginning the month afterdisbursement according to lender terms. Funds will play a crucialrole in sustaining the business as the client base grows, and willallow the business to become self-sufficient by the beginning ofyear two.


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Company History

Mission Statement

Basic product description

Names of principals and brief background on each

Legalities: business type

Company location

Number of employees

Customer highlights

Your niche and unique qualities

Strategic alliances Awards and merits

Company milestones (business formation, opening date, hiringemployees, revenue levels/ growth)

1

-3 year plan future milestones to reach (sales goals,

hiringemployees)


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Business Description

Mission statement

Legalities: business type

Basic product or service description New, takeover, expansion, franchise

General strategy plan List of planned milestones (business formation,

opening date, hiring employees, reaching certainrevenue goals)

Planned strategic alliances

Work already done

Experiencein the business


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Products and Services

Detailed description of products or services

Indicate stage of development: in-process,

prototypes, samples Patents or trademarks, legal contracts,

licensing agreements, regulations,

certifications

The Brochure Section


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Sample: Products and Services

At ABC Building Blocks Child Care, we continually work toprovide the most well-balanced day care schedule possible forthe children. Every day is a mix of lesson time and free playwith a weekly theme, generally a number or letter.Most

children arrive between 7:30 and 9:30am. The early arrivals eatbreakfast at the facility and then engage in free play as theother children arrive and join them. At 9:30, all of the childrensit down for a snack. All food served meets the guidelines setforth by the New York State Child and Adult Care Food

Program. After snack, there is a lesson. Each day, the programbegins with the pledge of allegiance and then moves toactivities related to the calendar.


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Market Analysis

Industry analysis

Customers: individual, business

Competition Marketing Strategy

Cite Sources!


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Market Analysis: Customers

Customer definition, consistency

Individual customer demographics

Location, age, gender, occupation Ethnic group, lifestyle, education, income

Business customer demographics

Sector, location, structure

Sales level, distribution classification, number ofemployees


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Sample: Market Analysis

The child care industry is an ever expanding segment of todays businessworld necessitated by the increase in families who have two working parents.In Anytown and the surrounding areas, these individuals are predominantlybetween the ages of 30 and 45 years old with a median age of 36.6. Themajority have completed high school and many have varying degrees ofcollege education. While the dual incomes (most families earn between Rs.65,000 and Rs.100,000) provide some disposable income, approximately 65%

have at least two children under the age of sixteen. These people are wealthyenough to be able to afford day care, but unlikely to have live-in help.

Demographic research conducted uncovered the following: the population of children under the age of six years old is 5,307 within

the surrounding three-mile radius parents of these children seek quality daycare with extended hours to

accommodate long work days and schedulesABC Building Blocks will serve children under six years old, and open at 7:00amand remain open until 7:00pm. Parents can conveniently drop their children offon their way to work and pick them up on their way home.


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Competition

Rule of Three for Competitive Study

Why your company is superior

Trends in competitive companies

Similar and dissimilar

SWOT (strengths, weaknesses, opportunities, threats)

Lessons learned

Advertising

Eye on the future

Competitivegridandexplanation


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Competitive GridCompetitorCompetitor Bobo Salon andBobo Salon and

StylingStyling

JohnnyJohnnys Hairs Hair BEST CUTSBEST CUTS

OfferingsOfferings MenMens/women'ss/women'scut/styles/color permscut/styles/color perms

MenMens cuts onlys cuts only MenMens/ womens/ womensscut/ style/ color/cut/ style/ color/permsperms

Service PricesService Prices Starts at Rs.40Starts at Rs.40 Starts at Rs. 50Starts at Rs. 50 Starts at Rs. 30Starts at Rs. 30

Retail PricesRetail Prices 100% markup100% markup 100% markup100% markup 75% markup75% markup

LocationLocation High traffic, highlyHigh traffic, highlyvisiblevisible

Moderate traffic,Moderate traffic,highly visiblehighly visible

High traffic,High traffic,not visiblenot visible

ExpertiseExpertise 20+years, up20+years, up--toto--datedatetrendstrends

15+ years,15+ years,young hairstylistsyoung hairstylists

13+ years, up13+ years, up--toto--date trendsdate trends

ServiceService Set hours, littleSet hours, littleschedule flexibilityschedule flexibility

Manager neverManager nevertherethere

Custom hours toCustom hours tosuit clients needssuit clients needs

TurnoverTurnover LowLow HighHigh Sole stylistSole stylist

CapacityCapacity 11 active chairs11 active chairs 8 active chairs8 active chairs 1 active chair1 active chair

Client BaseClient Base Over 4000Over 4000 ?? Over 300Over 300


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Marketing Strategy

Obtaining a profitable share of the entire

marketplace

Product: sellable aspects, brand image Pricing: cost-plus or economic value

Placement

Promotion


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Sample: Marketing Strategy

The area at which the day care is situated, is close to an ITpark.

The residential area is bound to have young working coupleswith children who need to be kept in the day care center.

Tying up with the builders during their advertisement of thebuilding will give enough visibility to the Day Care

Since it is a win- win for the builders and us, the buildershave already agreed.


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Management

Job descriptions of the decision makers

I do everything!

Compensation, benefits Contribution and background as leverage to

perform

Advisory board


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Production/ Operations

Logistics

plant location, facilities needed, space requirements,capital equipment needed, labor requirements

If applicable: purchasing policy, quality controlprogram, inventory control system, production costbreakdown, subcontracts

Environmental and other issues

Further research and development

What is done vs. what is TO BE done


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Sample: Production/ Operations

The Day care wil open at 7am each morning. The parents are

allowed to drop their children from 7:30am. The children will get a warm breakfast at 8am. Post which ,

learning sessions and activity sessions will be conducted.

A short break at 10:30, where some biscuits will be provided to thechildren.

The activity classes continue till 12 :30 pm, when the children willbreak for lunch. Nutritious lunch will be provided to all childrenpresent at lunch time.

Children coming back from school will be received at theirrespective bus stands by attendants.

The children, in house, can choose to nap or play as per their wish. At 5 :30, after a glass of milk, the children are escorted into the

ground outside to play.


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Parents may pick up their wards at any point

of time.

Extreme care is taken about hygiene duringcooking, cleaning, maintaining mattress, etc.

Toilets are kept in perfect condition and

special attention is taken for each child to betoilet trained and assisted.


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Suppose one of you wants to

build a tower. Will he not

first sit down and estimate

the cost to see if he has

enough money to complete?- Luke 14:28

Maximum sway at top caused by metal dilation: 18 cm (7 inches).

Pressure on foundation: 4.1 to 4.5 kg per square centimeter

15,000 iron pieces (excluding rivets).

2.5 million rivets.

40 tons of paint.

1671 steps to the top.

Maximum sway at top caused by wind: 12 cm (4.75 inches).

Maximum sway at top caused by metal dilation: 18 cm (7 inches).

Weight of elevator systems: 946,000 kg (1042.8 tons).

Total weight: 8.56 million kg (9441 tons).

Weight of foundations: 277,602 kg (306 tons).

Size of base area: 10,281.96 square meters (2.54 acres).

Cost of construction: 7.8 million francs ($1.5 million).


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How Much $$$ Do I Need?

Determine start up

costs and estimate

monthly operating costs

to determine yourworking capital needs


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Financing Your New Business

Start up loans are verydifficult to obtain

Chances are you have to relyon the funds you canpersonally raise

Grants?! Sidebar here

Matthew Lesko, NGC


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What are the Requirements?

An excellent personal and business credit

record

Adequate collateral Cash investment: generally 20-30% of total

project

Experience in the business you are starting

A solid business plan


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Financial Plan: Startup

Budget Personnel (costs prior to opening)

Occupancy (lease, rent, or mortgage)

Legal/ Professional Fees

Equipment Supplies

Salary/ Wages

Utilities

Payroll Expenses

Internet

Licenses/ Permits

Insurance

Advertising/ Promotions


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Financial Plan: Operating

Budget Personnel

Lease/ Rent/Mortgage

Loan Payments

Legal Fees Accounting

Supplies

Salaries/ Wages

Dues/ Subscriptions/ Fees

Repairs/ Maintenance

Insurance

Advertising/ Promotions

Depreciation

Payroll Expenses Internet

Payroll Taxes

Travel/ Entertainment

Miscellaneous

3-6Months of OperatingCapital


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Financial Plan: Sources and Uses

Sources of funds

Details of requested financing

Amount Use

Terms


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S O U R C E S & U S E S O F F U N D S

S O U R C E S O F F U N D S

IN V E S T M E N T C A P IT A L

C a s h o n H a n dIn v e s t m e n t b y F o u n d e r

I n v e s t m e n t b y O t h e r s

In c e n t iv e s a n d G r a n t s

D E B T C A P IT A L

B a n k B u s i n e s s L o a n

B a n k P e r s o n a l L o a n

S B A G u a r a n t e e d L o a n

O t h e r L o a n s

T O T A L

A P P L IC A T IO N O F F U N D S

R e n t & S e cu r i t y D e p os i t s

E q u i p m e n t / F i x t u r e s

L e a s e h o l d I m p r o v e m e n t s

I n i t i a l I n v e n t o r yW o r k i n g C a p it a l

I n s u r a n c e

P r o f e s s io n a l F e e s

A d v e r t i s i n g

S i g n a g e

C o n t in g e n c y R e s e r v e

T O T A L


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CASH FLOW PROJECTION Year OneMonth 1 2 3 4 5 6 7 8 9 1 0 1 1 1 2 Total

Cash In-Flows

Sales

Other Income

Total In-Flows

Cash Out-Flows

Cost of Goods Sold

Rent/ Mortgage

Owner's Salary

Other Salaries

Advertising/ Promotion

Utilities

Loan Payments (current)

Loan Payments (previous)Telephone

Office Expense

Dues/ Subscriptions

Accounting

Insurance

Professional Fees

Internet

Repairs/ Maintenance

Licenses/ Permits

Travel/ EntertainmentLegal Fees

Bank Charges

Miscellaneous

Total Out-Flows

Beginning Cash Balance

Ending Cash Balance


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Appendices

Supplemental materials Resumes of management team

Past three years of tax returns

Current bank statements

Copies of existing loans or notes Interim income statement and balance sheet

Personal financial statement

Copies of legal documents

Copies of potential contracts Letters of reference

TOTAL PACKAGE FOR A LOAN APPLICATION


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planning

Summ ry Sli


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Thank you!

sample business plan presentation 10

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