1. Business Plan Update Where you should be… Where you should be going…

2. Gather the Pieces Organize what you have so it is logical and consistent in its flow Organize what you have so it is logical and consistent in its flow Refine existing parts so they are in final draft form Refine existing parts so they are in final draft form Look for holes in the information and fill them Look for holes in the information and fill them Refine the look and layout Refine the look and layout Produce the final draft Produce the final draft Create the presentation Create the presentation

3. Organization Logical and professional Logical and professional Use appendices for material that is supportive but not essential to the main narrative Use appendices for material that is supportive but not essential to the main narrative Use graphs instead of tables of numbers whenever possible Use graphs instead of tables of numbers whenever possible Use quarterly and/or annual summaries to help show statements in good format Use quarterly and/or annual summaries to help show statements in good format

4. Financials List and justify all assumptions and inputs List and justify all assumptions and inputs Model and discuss risk and contingency plans Model and discuss risk and contingency plans Clearly describe your financial plan – how much money will you need, when will you need it, how will you get it, and why do you think you can get it? Clearly describe your financial plan – how much money will you need, when will you need it, how will you get it, and why do you think you can get it? Use basic ratio analysis to describe your company’s financial health over time Use basic ratio analysis to describe your company’s financial health over time

5. Financials Don’t forget to put funds raised from equity and debt in the cash budget as cash inflows, and payments as cash outflows Don’t forget to put funds raised from equity and debt in the cash budget as cash inflows, and payments as cash outflows To get the balance sheet to balance while the statements are under construction, zero out depreciation, interest income/payments on ST debt and marketable securities, and taxes. When you get it to balance (close is good) then put these items back in. To get the balance sheet to balance while the statements are under construction, zero out depreciation, interest income/payments on ST debt and marketable securities, and taxes. When you get it to balance (close is good) then put these items back in.

6. Financials Don’t try to make my example Fit your business Unless it really fits! Your model needs to be appropriate For YOUR business.

7. Grading Grade form examples are posted Grade form examples are posted Business Plan Write-Up 60% Business Plan Write-Up 60% Presentation 40% Presentation 40%

8. What Do We Expect? Professional quality writing Professional quality writing Professional quality analysis Professional quality analysis Professional quality layout Professional quality layout Professional quality presentation Professional quality presentation