Business Plan Presentation Template
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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
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Introduction
Title of the Project Introduce Yourself Introduce Management Team
Include key personnel Emphasise directly related expertise and experience
Organisation Chart
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Background
State project / product / solution background State project stage – idea / proof of concept / prototype / product or solution Key sponsors [if any, and state type]
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Objectives
State the objectives of the project / product / solution
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Project / Product / Solution
Describe project / product / solution Describe key features / uniqueness Describe key benefits to customer
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Technology Architecture
Technology (ies) need Platform How? Software Communications Data Middleware Including …
Technology partners Support structure Use of IP, licensing SLAs
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Intellectual Property
Protecting IP
Patent, copy right, trademark, secret? Retain and use License Sell
How do you intend to profit from IP
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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
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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
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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?
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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 Uses leading-edge, supply chain management, realtime inventory (zero obsolescence), customisation, passes efficiency and cost reductions to clients
Dell
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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
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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
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Business Model
How does the business make money?
Direct sales? Lease? Subscriptions? Build & Transfer? BOT? Build, Operate Maintenance? Etc … Commission? Mark-up? Maintenance? Etc …
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How do you compensate your channels?
Funding Plan
How funded so far? How much required? Fund required for what?
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Financial Plan
Forecast
Start-up costs Sales per year Revenue per year P & L per year Current Assets Fixed Assets Shareholder Equity / Proposal
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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.
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Why invest in me / my venture?
Besides good ROI, demonstrate your:
Passion Belief Confidence Commitment
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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
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