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

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

3. End of Semester Schedule I
Practice Presentations Workshop April 21 (Saturday)
45 minutes
Beginning at 8:00am
Rooms 156 and 157
April 23 (Monday) 12:00 noon Exec Summary in Word doc to Frank
Business Plan Preparation: Publishing Your Plan

4. End of Semester Schedule II
April 25 (Wednesday) Cut Round 8 teams for grade
Hand in 2 copies of Plan
Financial model – all worksheets
2 copies of slide presentation
Presentations in Rooms 156 & 157
15 minute presentation
15 minute Q & A
Select 4 teams for finals
Grading Criteria are on the website
April 27 (Friday) Remaining 4 teams present for grade
Room 104
Business Plan Preparation: Publishing Your Plan

5. End of Semester Schedule III
April 27 (Friday) four finalists submit 6 copies to Entrepreneurship Center before 12:00 noon
May 2 Undergraduate Business Plan Competition
Reception at 5:30
Competition in Room 156 at 6:00
Invite friends and family
Attendance required to do FCQ’s & peer evaluations
Business Plan Preparation: Publishing Your Plan

6. Publish Your Plan I Length Appendices: 10 pages max Plan: 20 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

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

8. 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

9. 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

10. 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

11. Presenting Your Plan 15 minutes 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

12. Presentation Slides 12 to 15 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

13. 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

14. 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
Business Plan Preparation: Publishing Your Plan