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Winning features!
Mindset for planning
Who What When
Why Where How
Major Players
Major Players
• Owners
• Personnel
• Advisors
• Customers
• Competition
Considerations
• Achieve
• Advantage
(sustainability)
• Offering
• Good / Service
Examine
• costs
• Products
• Services
• Systems
• Internal / External
Influences
Elements of a business plan
The Business
The Marketing
The Financials
The Supporting Material
Business
 Business Opportunity
 Organization and
Operations
 Description of
Operations
 Management
 Personnel
 Strengths & Weaknesses
 Core competencies
 Challenges
 Any accomplishments
 Location
 Product / service
offering
 Products / services
 Records
 Insurance
Marketing
 Target Markets
 Customers
 Competition
 Distribution
 Relationships
 Advertising
 Pricing
 Industry and market
trends
 Strategy
 Market strategy
Financials
 How will the funds be
used
 Income statements
 Cash flow statements
 Balance sheet
 Cash flow forecast
 Profit and loss forecast
 Income projection
 Sales revenue forecast
 Income forecast
 Capital spending
 Assumptions
 Budget
 Break even analysis
Support material
 Resumes
 Letters of reference
 Credit reports
 Legal documents
 Agreements
 Contracts
Business Planning Model
Business Summary
Company Name:
Contact Person:
Type of Business:
Profiles:
Service:
Funds requested:
Use of proceeds:
Exit method:
Accountant:
Bankers:
•Overview of the Company
•Mission Statement
•Team
•Additional Staffing
•Cash flow
•Communication
•Systems
•Legal
•Product
•Product/Market Considerations
•Production Process and Systems
•Legal/Regulatory Considerations
•Organization and Management
SWOT Analysis
oStrengths
oWeaknesses
oOpportunities
oThreats
•Financial Considerations
•Investment Considerations
Now we plan
Examine your business
Mission and Goals
Why are you in business? Goals
 To make money
 To serve people
 Summarize it into a single
statement
 Identify your personal and
business goals
 Determine what makes you
financially secure
Executive Summary
 Includes
 Name and Type of business
 Required investment or loan information
 The use of the money
BREAK
Business plan illustration
A real award winning business
plan
Sample Business Plan
 ..BBCS2011Sample Business Plan.pdf
Sample presentations
How to get today’s presentation
 Email me @ info@bladesandbladesconsultancy.com
 Download it @ http://www.slideshare.net/richieb93/
Thank you!
 Contact Details:
 Blades & Blades Consultancy Services
 T. 246.420.4826
 E. info@bladesandbladesconsultancy.com
 W. www.bladesandbladesconsultancy.com
 Twitter: http://twitter.com/richieb93
 LinkedIn: http://www.linkedin.com/in/richieb

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Making A Good Business Plan 2012

  • 2. Mindset for planning Who What When Why Where How
  • 3. Major Players Major Players • Owners • Personnel • Advisors • Customers • Competition Considerations • Achieve • Advantage (sustainability) • Offering • Good / Service Examine • costs • Products • Services • Systems • Internal / External Influences
  • 4. Elements of a business plan The Business The Marketing The Financials The Supporting Material
  • 5. Business  Business Opportunity  Organization and Operations  Description of Operations  Management  Personnel  Strengths & Weaknesses  Core competencies  Challenges  Any accomplishments  Location  Product / service offering  Products / services  Records  Insurance
  • 6. Marketing  Target Markets  Customers  Competition  Distribution  Relationships  Advertising  Pricing  Industry and market trends  Strategy  Market strategy
  • 7. Financials  How will the funds be used  Income statements  Cash flow statements  Balance sheet  Cash flow forecast  Profit and loss forecast  Income projection  Sales revenue forecast  Income forecast  Capital spending  Assumptions  Budget  Break even analysis
  • 8. Support material  Resumes  Letters of reference  Credit reports  Legal documents  Agreements  Contracts
  • 9. Business Planning Model Business Summary Company Name: Contact Person: Type of Business: Profiles: Service: Funds requested: Use of proceeds: Exit method: Accountant: Bankers: •Overview of the Company •Mission Statement •Team •Additional Staffing •Cash flow •Communication •Systems •Legal •Product •Product/Market Considerations •Production Process and Systems •Legal/Regulatory Considerations •Organization and Management SWOT Analysis oStrengths oWeaknesses oOpportunities oThreats •Financial Considerations •Investment Considerations
  • 10. Now we plan Examine your business
  • 11. Mission and Goals Why are you in business? Goals  To make money  To serve people  Summarize it into a single statement  Identify your personal and business goals  Determine what makes you financially secure
  • 12. Executive Summary  Includes  Name and Type of business  Required investment or loan information  The use of the money
  • 13. BREAK
  • 15. A real award winning business plan
  • 16. Sample Business Plan  ..BBCS2011Sample Business Plan.pdf
  • 18. How to get today’s presentation  Email me @ info@bladesandbladesconsultancy.com  Download it @ http://www.slideshare.net/richieb93/
  • 19. Thank you!  Contact Details:  Blades & Blades Consultancy Services  T. 246.420.4826  E. info@bladesandbladesconsultancy.com  W. www.bladesandbladesconsultancy.com  Twitter: http://twitter.com/richieb93  LinkedIn: http://www.linkedin.com/in/richieb

Editor's Notes

  1. What do you want for your business? Do you want to win / lose? What’s your mindset for your business?
  2. You need to ask these questions in order to help you figure out the important! Who are the major players? Who are the owners, personnel, advisors, customers, competition, target audience? What do you want to achieve? What is your sustainable advantage? What do you offer? What do you produce? When did the business start? When did you want to meet your goals? Why are you in business? Why would your product / service be wanted by customers? Where is the business located? Where do your opportunities lie? How do you get from where you are now to where you want to be?
  3. Tell me about your…
  4. Will examine in closer detail next!
  5. Lime Promo Material – Not an endorsement of any kind
  6. Article just in today’s news “Barbados Today”
  7. Put the business in focus!!!
  8. The next slides will assist with this process
  9. Which of these for profit motives is your primary reason for being in business? Money / People What is it that will make you want to get out of bed to do this business? Write these thoughts down! IF YOU CAN’T MEASURE IT, IT’S NOT A GOAL! Your goals should be measureable in time, dollars, quantity or comparison. Your goals should be strategic if they are support goals that will enable realization of the primary goals.
  10. What’s the legal structure? The amount and purpose of the money being requested The repayment plan – principal and interest
  11. Showing the narrative section of the document. The financial will come when you do the financial elements in the coming sessions.
  12. We did this for the Prime Ministers Awards Innovation Competition some time ago. Some of the information has been altered for confidentiality and illustrative purposes only.
  13. Go through elements of the document