2. 1. Initial idea assessment
2. Fundamentals of business planning
3. Industry analysis
4. Understanding your market & writing your
marketing plan
5. Product development and Man power planning
6. Writing the financial plan
7. Compiling your complete business plan
8. Preparing the investor presentation
9. Delivering the investor presentation
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4. 1. The problem.
2. The market.
3. The solution
4. People.
5. The financials.
* Required 4
5. ï± Who are your target customers ?
ï± What is the pain they are suffering and you are
trying to solve ?
ï± Are they really suffering this pain ?
ï± Is anyone else working or trying to solve this
problem ?
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6. ï± Can you size the target market ?
ï± Is this market ready for your product ?
ï± Is this market really worthy ?
ï± How would you reach your market ?
ï± Do you need to educate your market ?
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7. ï± How would you solve your customerâs problem ?
ï± Does this really solve their problem totally ?
ï± What is your productâs features and advantages
over the competition ?
ï± Where do you stand from the development process
?
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8. ï± Who are the members of your team ?
ï± Do you have all needed skills in the team ? And
how will you acquire any missing skills ?
ï± Do you have the needed leadership and
managerial resources ?
ï± Do you have sales and marketing expertise ?
ï± Do you have the R&D process know-how ?
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9. ï± Initial investment
ï±How much money do you need to create and
produce the product ?
ï±What about the overhead expenses ?
ï± What are the expected revenues ?
ï± What about the cash flow ? Break-even?
Return on the investment ?
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11. ï± What is a business plan ?
ï± Why write a business plan ?
ï± The business plan steps ?
ï± The business plan structure ?
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12. ï± Dream stage
ï± Plan stage
ï± Execution phase
ï± Growth phase
ï± Stability and development phase
ï± Exit phase
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13. It is an integrated plan for a business
project covering marketing, sales,
financial, operations, production,
development and management plans
required for the project establishment
and achieving success.
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14. 1. Because I have to
âș To provide project financing.
âș To attract a business partner or an investor.
2. Because I Need to understand My Business
âș Why will they buy my product or service?
âș Who are my customers?
âș What will they pay?
âș What is the competitive advantage in my product?
âș How will I make and deliver/ sell the service/
product?
âș What resources do I need?
âș Can I make money and create value?
âș Do I have the right team on board?
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15. ï± Idea generation
ï± Industry Analysis
ï± Market research and analysis
ï± Marketing strategy
ï± Production and operation plans
ï± Management structure
ï± Company structure
ï± Financial plans
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16. ï± Innovative product or service
ï± Visualize a market gap - you can add
value.
ï± Imported Idea
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19. ï± How big is the market Now ?
ï± How fast is it or will it grow ?
ï± Where is the product now in the
product life cycle ?
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20. ï± Customer segmentation.
ï± Target customer
ï±B2B.
ï±B2C.
ï± Consumer buying behavior
ï±What is the decision making process ?
ï±Who are real decision makers ?
ï± Current and projected growth of the
customer spending on the product.
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21. ï± Who are main competitors in the market and
what is the competitive advantage of each
one ?
ï± Estimated market shares
ï± Exiting/planned products in the marketplace.
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22. ï± Direct SalesMass Media - Advertising
ï± Retail
ï± The web
ï± Telemarketing / Phone Sales
ï± Trade Shows and Conferences
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23. ï± Product Development Process
ï± Technology
ï± Needed human resources for the operation and production.
ï± Supply chain management processes
ï± Operation and Capacity plaining
ï± Raw Material Sourcing
ï± Quality control process
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24. ï± Organization chart
ï± Staffing plan: Getting the RIGHT Team on board
ï± Sales and marketing, finance and accounting, IT and HR.
ï± Check the availability of needed manpower near to
the project location.
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25. ï± Name - Logo
ï± Legal structure
ï± Location
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26. ï± Income statement projections
ï± Cash Flow Projection
ï± Key Financial Indicators
ï± Providing needed Capital
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