Learn how to prepare and present a business plan.
Every business needs a business plan. In this presentation, we discuss the benefits of developing a plan, the key elements of a plan, the most common mistakes, and the keys to success. We also cover style, format, presentation, financial projections, funding basics, ways to protect yourself, and more. A great business plan is easy to read, convincing, realistic, and useful. A mediocre business plan isn’t worth the paper it is printed on. Sophisticated investors, bankers, and partners ask tough questions and expect you to have the answers. We’ll help you prepare for presenting your plan and handling the tough questions.
Learning Objectives
- You will be able to review the purpose of a business plan.
- You will be able to describe products and services.
- You will be able to explain financials.
- You will be able to identify how investors evaluate business plans.
Agenda
Purpose of a Business Plan
Key Sections
Format and Style Considerations
The Audience
Company Overview
- Current Status
- Objectives
Market Analysis
- Market Definition and Size
- Market Segments
- Trends
- Competition
Products and Services
- Production/Sourcing
- Pricing, Delivery and Distribution
Management and Staff
Marketing and Sales
Real Estate, Equipment, Facilities
Financials
- History
- Assumptions
- Projections
Investment/Use of Proceeds
Appendices and Supplementary Materials
Professional Help
Putting It All Together
How Investors Evaluate Business Plans
Presenting Your Plan
Protecting Yourself
Keys to Success
Speakers
Andrew Clarke,
Ground Floor Partners- Advanced degrees in engineering and science
- Worked in engineering, finance, commercial real estate, e-commerce, and consulting in a wide variety of positions, from analyst to project manager to middle management to senior executive
- Reviewed over 500 business plans in almost every industry, from startups to multi-national corporations
- Wrote dozens of business plans across multiple industries, including restaurants, retail stores, marketing agencies, manufacturers, construction firms, healthcare facilities, software companies, professional legal/education/healthcare associations, spas, universities, and more
- Gave presentations and raised capital for several organizations
- Consulted with hundreds of startups, established small businesses, and non-profits on strategy, planning, operations, market research, sales, marketing, change management, product development, pricing, and more
Who Should Attend
This live webinar is designed for presidents, vice presidents, business owners and managers, supervisors, directors, associates, administrative professionals, accountants, Human resource professionals, and sales and marketing professionals.
