Business Plan Preparation: Publishing Your Plan Publishing & Presenting Your Plan Frank Moyes Leeds College of Business University of Colorado Boulder, Colorado

Business Plan Preparation: Publishing Your Plan Tonight’s Agenda  Publishing and presenting your plan  Hand-in  Financial Plan (IS, BS, CF & Assumptions  Management Plan

Business Plan Preparation: Publishing Your Plan End of Semester Schedule  Practice Presentations Workshop Dec 2 (optional)  45 minutes  Beginning at 8:00am  Dec 4 12:00 noon Exec Summary in MS Word to Frank  Dec 6 Cut Round for grade  Presentations 30 min sessions  Hand in 2 copies of Plan  Financial model – all worksheets  2 copies of slide presentation  Presentations in Rooms 104 & 102  15 minute presentation  15 minute Q & A  Select 4 teams for finals

Business Plan Preparation: Publishing Your Plan End of Semester Schedule (continued)  Dec 8 four finalists submit 6 copies to Entrepreneurship Center before 12:00 noon  Dec 13 Undergraduate Business Plan Competition  Reception at 5:30  Competition in Room ? at 6:00  Invite friends and family  Attendance required to do FCQ’s & peer evaluations

Business Plan Preparation: Publishing Your Plan Publish Your Plan I  Length  Plan: 20 pages max  Appendices: 10 pages max  5 year IS, BS and CF in Appendix with detailed assumptions  Customer survey: summary results and how conducted  Resumes  Development Gantt timeline  Drawings, specifications, layout  Capital expenditure detail  Other import information that investors would need to understand the plan

Business Plan Preparation: Publishing Your Plan Publish Your Plan II  Font size 12 point  Use tables and graphs (sources)  Show sources of info in parentheses  Spiral binding, white paper  Cover sheet with team member names

Business Plan Preparation: Publishing Your Plan Publish Your Plan III  Financial info in Plan  Financial Summary with key assumptions  Offering & Valuation  Sources & Uses  5 year IS, BS and CF in Appendix with detailed assumptions  Financial projection from the model with all assumption worksheets in separate binding

Business Plan Preparation: Publishing Your Plan Publish Your Plan IV  Less is better  White space  Make it interesting to read  Make it real  Use photos  Use color if it is appropriate  Proof read and spelling

Business Plan Preparation: Publishing Your Plan Business Plan Elements  Executive Summary  Company Overview  Product or Service Description  Market & Industry Analysis  Marketing Plan  Operations Plan  Development Plan  Management Plan  Competitive Advantage  Financial Plan  Funding

Business Plan Preparation: Publishing Your Plan Presenting Your Plan  15 minutes  See Investor Presentations  Make it real; tell a story  Focus on 3 or 4 points you want judges to remember  Introduce points  Repeat in Summary  Show prototypes, exhibits, short videos  Test slides for clarity in your class room before presentation  Practice transitions between presenters

Business Plan Preparation: Publishing Your Plan Presentation Slides  ~12(ish) Slides  Back-up slides to help in answering likely questions  Each slide conveys one point  Everything on the slide must support the point  3 bullets  Use simple graphics to convey point

Business Plan Preparation: Publishing Your Plan Questions & Answers  15 minutes  Answer 30 seconds or less  Decide beforehand who will answer what questions  Unless team member is in trouble, only one answer  If don’t like your answer, they will ask again  If you don’t know the answer, say so.

Business Plan Preparation: Publishing Your Plan Note  Typos: Rotary Hammer at Ball State. Judge comments about number of typos and why not selected for the finals. Used a professional editor to proof read plan