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Business Plan Presentation Template




                                      1
Content
             Introduction
             Background
             Objectives
             Project/Product/Solution
             Technology Architecture
             Intellectual Property
             Market Needs
             Customer Value Proposition (CVP)
             Competitiveness
             Unfair Advantage
             Marketing Strategies
             The 4Ps of Marketing
             Business Model
             Funding Plan
             Financial Plan
             Return on Investment (ROI)
             Why invest in my me / venture?
             Summary – Call to Action
                         2
Introduction
    Title of the Project
    Introduce Yourself
    Introduce Management Team
        Include key personnel
        Emphasise directly related expertise and
         experience
    Organisation Chart




                              3
Background

    State project / product / solution
     background
    State project stage – idea / proof of
     concept / prototype / product or solution
    Key sponsors [if any, and state type]




                          4
Objectives
    State the objectives of the project / product /
     solution




                            5
Project / Product / Solution
    Describe project / product / solution
    Describe key features / uniqueness
    Describe key benefits to customer




                           6
Technology Architecture
    Technology (ies) need
    Platform
    How?
    Software
    Communications
    Data
    Middleware
    Including …
        Technology partners
        Support structure
        Use of IP, licensing
        SLAs


                                7
Intellectual Property
    Protecting IP
        Patent, copy right, trademark, secret?
    How do you intend to profit from IP
        Retain and use
        License
        Sell




                               8
Market Needs
    Is there a market for the project / product /
     solution?
    Breakthrough / killer application / improvement of
     product?
    New innovative idea?
    Replacement?
    Cost Advantage?
    Niche?
    Describe the general business outlook [this will
     demonstrate that you are in tune with the market]
    Market research data / statistics conducted or
     references

                                                9
Customer Value Proposition (CVP)
    Customer’s problem / want / need
    How customer satisfaction will be met
    Why customer will be compelled to buy from
     you
    Equalise the value / price equation
    CVP examples:
        Small corner shop – small selection of goods,
         convenient location, convenient opening times,
         local friendly & personal service
        IT company – cost efficiency, robustness,
         secure, speed
                              10
Competitiveness
    Identify project / product / solution
     competitive advantage vs
        Direct competitors
        Indirect competitors
    Identify project barriers vs competitors
    Demonstrate your ability to maintain a
     Sustainable Competitive Advantage
        Superior value … that …
        Endures over time?


                                11
Unfair Advantage
    Your unfair advantage(s)
    Why & how?
    Competitive strategy
    Examples of unfair advantage
        Ikea
             Stylish quality furniture, unique and fun buying
              experience, knockdown format, affordable
        Dell
             Uses leading-edge, supply chain management, real-
              time inventory (zero obsolescence), customisation,
              passes efficiency and cost reductions to clients


                                     12
Marketing Strategies
    Market segmentation
    Market research
    Go-To-Market Strategy
    Marketing plan
     - Advertising & Promotions ( A & P)
     - Collaterals
     - Distributorships
     - Partnerships
     - Direct Sales
    A signed contract will be a strong selling point
    Marketing personnel – key – hire if need be
                            13
The 4 Ps Of Marketing
    Product – properties of your product
    Price – right price & value
    Place - availability
    Promotion – informing and creating an
     interest in customers in a way they
     understand




                         14
Business Model
    How does the business make money?
        Direct sales?
        Lease?
        Subscriptions?
        Build & Transfer?
        BOT?
        Build, Operate
        Maintenance? Etc …
    How do you compensate your channels?
        Commission?
        Mark-up?
        Maintenance? Etc …

                              15
Funding Plan
    How funded so far?
    How much required?
    Fund required for what?




                         16
Financial Plan
    Forecast
        Start-up costs
        Sales per year
        Revenue per year
        P & L per year
        Current Assets
        Fixed Assets
        Shareholder Equity / Proposal



                              17
Return On Investment (ROI)
    ROI
    The bottom line is creating value for …

     SHAREHOLDERS/OWNERS/PARTICIPAN
     TS

     Note: VCs expect to earn in excess of 25%
     on their money invested p.a.


                          18
Why invest in me / my venture?
    Besides good ROI, demonstrate your:
        Passion
        Belief
        Confidence
        Commitment




                        19
Summary - Call To Action
    Re-state your needs / requirements
    Funding required
    Request for: follow up meeting / permission
     to send more information / arrange for
     demo / visitation to site, etc
    Acknowledge / thank for input




                          20

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Mibpc 2008 business plan presentation template

  • 2. Content  Introduction  Background  Objectives  Project/Product/Solution  Technology Architecture  Intellectual Property  Market Needs  Customer Value Proposition (CVP)  Competitiveness  Unfair Advantage  Marketing Strategies  The 4Ps of Marketing  Business Model  Funding Plan  Financial Plan  Return on Investment (ROI)  Why invest in my me / venture?  Summary – Call to Action 2
  • 3. Introduction  Title of the Project  Introduce Yourself  Introduce Management Team  Include key personnel  Emphasise directly related expertise and experience  Organisation Chart 3
  • 4. Background  State project / product / solution background  State project stage – idea / proof of concept / prototype / product or solution  Key sponsors [if any, and state type] 4
  • 5. Objectives  State the objectives of the project / product / solution 5
  • 6. Project / Product / Solution  Describe project / product / solution  Describe key features / uniqueness  Describe key benefits to customer 6
  • 7. Technology Architecture  Technology (ies) need  Platform  How?  Software  Communications  Data  Middleware  Including …  Technology partners  Support structure  Use of IP, licensing  SLAs 7
  • 8. Intellectual Property  Protecting IP  Patent, copy right, trademark, secret?  How do you intend to profit from IP  Retain and use  License  Sell 8
  • 9. Market Needs  Is there a market for the project / product / solution?  Breakthrough / killer application / improvement of product?  New innovative idea?  Replacement?  Cost Advantage?  Niche?  Describe the general business outlook [this will demonstrate that you are in tune with the market]  Market research data / statistics conducted or references 9
  • 10. Customer Value Proposition (CVP)  Customer’s problem / want / need  How customer satisfaction will be met  Why customer will be compelled to buy from you  Equalise the value / price equation  CVP examples:  Small corner shop – small selection of goods, convenient location, convenient opening times, local friendly & personal service  IT company – cost efficiency, robustness, secure, speed 10
  • 11. Competitiveness  Identify project / product / solution competitive advantage vs  Direct competitors  Indirect competitors  Identify project barriers vs competitors  Demonstrate your ability to maintain a Sustainable Competitive Advantage  Superior value … that …  Endures over time? 11
  • 12. Unfair Advantage  Your unfair advantage(s)  Why & how?  Competitive strategy  Examples of unfair advantage  Ikea  Stylish quality furniture, unique and fun buying experience, knockdown format, affordable  Dell  Uses leading-edge, supply chain management, real- time inventory (zero obsolescence), customisation, passes efficiency and cost reductions to clients 12
  • 13. Marketing Strategies  Market segmentation  Market research  Go-To-Market Strategy  Marketing plan - Advertising & Promotions ( A & P) - Collaterals - Distributorships - Partnerships - Direct Sales  A signed contract will be a strong selling point  Marketing personnel – key – hire if need be 13
  • 14. The 4 Ps Of Marketing  Product – properties of your product  Price – right price & value  Place - availability  Promotion – informing and creating an interest in customers in a way they understand 14
  • 15. Business Model  How does the business make money?  Direct sales?  Lease?  Subscriptions?  Build & Transfer?  BOT?  Build, Operate  Maintenance? Etc …  How do you compensate your channels?  Commission?  Mark-up?  Maintenance? Etc … 15
  • 16. Funding Plan  How funded so far?  How much required?  Fund required for what? 16
  • 17. Financial Plan  Forecast  Start-up costs  Sales per year  Revenue per year  P & L per year  Current Assets  Fixed Assets  Shareholder Equity / Proposal 17
  • 18. Return On Investment (ROI)  ROI  The bottom line is creating value for … SHAREHOLDERS/OWNERS/PARTICIPAN TS Note: VCs expect to earn in excess of 25% on their money invested p.a. 18
  • 19. Why invest in me / my venture?  Besides good ROI, demonstrate your:  Passion  Belief  Confidence  Commitment 19
  • 20. Summary - Call To Action  Re-state your needs / requirements  Funding required  Request for: follow up meeting / permission to send more information / arrange for demo / visitation to site, etc  Acknowledge / thank for input 20