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2. Mission Statement
ï A clear statement of your companyâs long-
term mission.
â Try to use words that will help direct the
growth of your company, but be as concise as
possible.
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3. The Team
ï List CEO and key management by name
ï Include previous accomplishments to show
that these are people with a record of
success
ï Summarize number of years of experience
in this field
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4. Market Summary
ï Market past, present, & future
â Review those changes in market share,
leadership, players, market shifts, costs,
pricing, or competition that provide the
opportunity for your companyâs success.
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5. Opportunities
ï Problems and opportunities
â State consumer problems, and define the
nature of product/service opportunities
that are created by those problems.
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6. Business Concept
ï Summarize the key technology, concept, or
strategy on which your business is based
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8. Goals & Objectives
ï Five-year goals
â State specific, measurable objectives.
â State market share objectives.
â State revenue/profitability objectives.
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9. Financial Plan
ï A high-level financial plan that defines the
financial model and the pricing assumptions
and that reviews yearly expected sales and
profits for the next three years
â Use several slides to cover this material
appropriately
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10. Resource Requirements
ï Technology requirements
ï Personnel requirements
ï Resource requirements
â Financial, distribution, promotional, etc.
ï External requirements
â Products, services, technologies that must
be purchased outside the company
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11. Risks & Rewards
ï Risks
â Summarize risks of proposed project
ï Addressing risks
â Summarize how risks will be addressed
ï Rewards
â Estimate expected pay-off, particularly if
seeking funding
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12. Key Issues
ï Near term
â Isolate key decisions and issues that need
immediate or near-term resolution.
ï Long term
â Isolate issues needing long-term
resolution.
â State consequences of decision
postponement.
ï If you are seeking funding, state specifics
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PlanWriting
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