1. Business Plan Summary Presentation Worksheet
With Example from
Husk Power Systems (HPS)
Building a Successful Social Venture Copyright 2107 Eric D. Carlsona nd James L Koch

2. Outline Title Slide: Mission Statement (1 slide )
Value Proposition (1 slide)
Market Analysis (1 slide)
Market Environment Enablers and Obstacles (1 slide)
Value Chain and Business Model (4 slides)
Financials
Unit Economics
Critical Success Factors
Management Team and Organization (1 slide)
Financing Plan: Capital Needs over Time (1 slide)
Metrics Dashboard (1 slide)
Summary and Close (1 slide)
Notes: You may vary the order between Title and Summary slides if it helps the flow of your presentation. You may add 2 or 3 slides overall, but the total number must be no more than 15 slides (the HPS example is 14 slides).
Building a Successful Social Venture Copyright 2107 Eric D. Carlsona nd James L Koch

3. Title Slide Include Organization and Presenter Name
Use a powerful photo related to your work
State your Mission (from Lesson 1)
Hook the listeners with a compelling story about the social impact of your work
Include a logo and tag line if you have them
Building a Successful Social Venture Copyright 2107 Eric D. Carlsona nd James L Koch

4. Husk Power Systems Mission Manoj Sinha, CoFounder
HPS provides affordable, local energy solutions in rural India.
Our target is to install 2,016 plants by 2016
My Village and
24,999 other
Villages at Night
Power to Empower

5. Value Proposition
What value do you provide to whom and why are you the best solution for the problem you are solving? (From Lesson 6)
Building a Successful Social Venture Copyright 2107 Eric D. Carlsona nd James L Koch

6. PROMOTERS SUSTAINABLE ENERGY
Husk Power Systems – Low Cost Electrification to Improve Economies of Rural Villages
PROMOTERS
µEnterprise
MFIs
Corp Partners
Sourcing
Generation
Transmission
Collection
SUSTAINABLE ENERGY
Power to Empower

7. HPS: Choices Considered
Husk Power looked at the options … then chose rice husk gasification at potential $.05/kWh.
$0.25/kWh
$0.50/kWh
$0.25/kWh
Power to Empower 7
Source: Mini-Grid Report, WorldBank 2007

8. TAM and Target Market Data
Numbers
Total Addressable Market (TAM) size, location, demographics. Charts are better for this section if there is enough data. (From Lesson 3)
Monetize the market if possible
Give size of market in terms of $ (or other currency) rather than numbers of people. Try to find what the market spends on this type of product or service. If there is no current market, try to estimate value.
Target Market Size
Show how you segmented your market and determined your target market.
Specify the “early adopters” in the market if you have the information.
Building a Successful Social Venture Copyright 2107 Eric D. Carlsona nd James L Koch

9. Indian Rice Potential: Market Analysis
Plenty of rice husk to serve125K un-electrified villages in India
~132MT rice produced
~ 40MT husk
~27 GW
Rice Production
Rice Belt
125,000 unelec. villages
25,000 off-grid
$102B rural power mkt.
More Reliable Energy to replace diesel and kerosene
Rural Power Market
Power to Empower
Source: World Energy Outlook 2006, World Resources Institute 9

10. Market Environmental Enablers and Obstacles
Enablers (Opportunities)
What elements of the environment support the objectives of your enterprise?
What factors in the environment can create opportunities for your enterprise?
Obstacles (Risks)
What elements of the environment make the work of your enterprise more challenging?
What factors do you need to overcome or account for in your plan in order to be successful ?
What obstacles pose the biggest risk?
Building a Successful Social Venture Copyright 2107 Eric D. Carlsona nd James L Koch

11. HPS: Market Environment Enablers and Obstacles
Plentiful rice husks
Low-cost village level solution
Carbon credits to supplement income
Obstacles
Recruiting/retaining employees, especially managers for rural areas
Implementing continuous improvement processes
Power to Empower 11

12. Business Model: Value Chain
What is the Value Chain – how do you create value? (From Lesson 4)
How does the buyer know your product exists?
What channels do you use for distribution?
Who pays and how much do they pay?
How do buyers finance the purchase?
Best to show graphically
Building a Successful Social Venture Copyright 2107 Eric D. Carlsona nd James L Koch

13. HPS Plant Revenue HPS Village Paddy RHA: Rice Husk Ash
Home Clusters
To Households
Pre-paid Meter
To Irrigation
Irrigation Pump
Stored Husk
Rice Mill
HPS
To Industry
HPS Plant
Revenue
Village
Water Boiling
Husk
Ash
Gasifier
Filters
Generator
RHA
CO2 Broker
HPS
RHA Refinery
RHA: Rice Husk Ash
Cement Plant
Power to Empower

14. Business Model: Financials
Where does money come in and where does it go out? (From Lesson 6)
Best to show as a spreadsheet or table
Building a Successful Social Venture Copyright 2107 Eric D. Carlsona nd James L Koch

15. HPS Pro Forma Corporate Financial Statement (USD ‘000)
Power to Empower

16. Business Model: Unit Economics
From your Mission Statement, select the unit that best describes a single successful outcome to show the costs and income per unit of output
For example:
One person is cured of cataract blindness
One power plant is operational
One person gets a job
One family’s income doubles
From you financial statements, show the cost per unit (successful outcome). You may also want to show the income per unit if it makes sense and if you are planning to operate with a per-unit surplus income
It may be possible to show graphically or in connection with the Value Chain diagram
Building a Successful Social Venture Copyright 2107 Eric D. Carlsona nd James L Koch

17. HPS Revenue Sources (Revenue per Plant)
Husk Power uses rice husk to create 4 revenue streams
2009
2014
Revenue
$11K
$25.2K
95%
80% 0% 4% 5%
13% 0% 3%
Electricity Gen.
CER Sales
RHA
Corp Partners
$10.5K
$20K $0
$1K
$0.5K
$3.5K $0
$0.7K
Power to Empower
17b

18. HPS: Unit Level Break Even Analysis
Single 35kW Plant
Each mini power plant breaks even in 3.5 yrs
Power to Empower 18

19. Business Model: Critical Success Factors
What are the assumptions or actions that are needed for your Value Chain, Financials, and Unit Economics to be accurate? What are the key factors that influence/enable toe success of your Mission? (From Lesson 6)
Building a Successful Social Venture Copyright 2107 Eric D. Carlsona nd James L Koch

20. Husk Power Systems – Critical Success Factors
Husk Power scaled to 10 plants in 2 years. How to add another 2006 plants in 7 years?
Human Resources
Training manual and training facilities
Continuous improvement culture
Operations Scaling
Building relationship with multiple suppliers
Making maintenance processes simpler
Technology
Engineering control management
Transition from cash to mobile payment
Power to Empower 20

21. Management Team and Organization
Show organization chart or list key people and their backgrounds to demonstrate the capability of your team
Highlight key external people or organizations that strengthen your baility to achieve your goals (partner institutions, consultants, funders, etc.)
Show Board or Advisory Board Members if appropriate
Building a Successful Social Venture Copyright 2107 Eric D. Carlsona nd James L Koch

22. HPS: Management Overview
Experience
Manoj Sinha
CEO and President
USA/India
IIT Varanasi, BTech
Umass Amherst, MS
Darden GSB, MBA
Intel, Micron – 10 patents
Gyanesh K. Pandey
Chief Technology Officer
India
IIT Varanasi, BTech
RPI, MS
International Rectifiers
Ratnesh Yadav
Chief Operating Officer
India
Delhi University, BA.
Entrepreneur
Trucking and Logistics
Charles W. (Chip) Ransler, IV
Chief Strategy Officer
USA
U. Va., BA
U. Va. Darden GSB, MBA
Batten Scholar
Serial Entrepreneur
Power to Empower 22

23. Financing and Scaling Plan
Show your sources and timing of financing (Lesson 9)
Show how financing fuels growth
Building a Successful Social Venture Copyright 2107 Eric D. Carlsona nd James L Koch

24. HPS Financing and Scaling Model
4-6 plants/wk
3 plants/wk
$4,000K
Debt Fin
$5,500K
Series A
$3,200K
Debt Fin
1 plant/wk
$1,000K
Debt Fin
10 plants
1.5 plants / month
$1,100K
Seed Fin
7 plants
$550K
Shell Foundation
MNRE
2 plants
1 plant
$97K BizPlan
$70K
2007
2008
1H 2009
2H 2009
2010
2011
2012
Within “home” state
Replicate other regions
Power to Empower 24

25. Metrics Dashboard: Key Metrics and Targets Over Time
Business Metrics: financial, human resources, and processes such as:
Annual sales growth
% of revenue from earner income vs. donations
Social Impact Metrics: outcomes or changes in lives such as:
% increase in income of beneficiaries
% reduction in malnourished children
Building a Successful Social Venture Copyright 2107 Eric D. Carlsona nd James L Koch

26. 2,160 Jobs created in rural India 108,000 tons of CO2 saved per year
Husk Power Systems – Impact Metrics
INPUTS
Renewable Energy
Flexible Payments
Buying local waste
ACTIVITIES
Capacity Building
µEnterprise Dev
Local Employment
OUTPUTS
# HH Lighted
Reduced CO2
Inc Hours for Biz
OUTCOMES
40% Cash Savings
Cash Surplus
Education
1.5M people impacted (320,000 HH)
2,160 Jobs created in rural India
108,000 tons of CO2 saved per year
$20 Savings/HH/Year = $6.4M / Year
Power to Empower 26

27. Summary Chart
You can use your Metrics Dashboard for your summary chart or you may add another chart that summarizes your presentation and gives your capital financing needs
Building a Successful Social Venture Copyright 2107 Eric D. Carlsona nd James L Koch

28. Husk Power Systems: Summary
Huge market - with international expansion capabilities
Proven model based on 24 months of operations
Demonstrated scale up capability (1 plant / 2 weeks)
IRR 20%+ to Equity Investors
Huge Social ROI
Seeking $2M of Financing to Benefit 1.5M people
Power to Empower