Publishing & Presenting Your Plan

1. Publishing & Presenting Your Plan Frank MoyesLeeds College of Business University of ColoradoBoulder, 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 • Practice Presentations Workshop Dec 2 (optional) • 45 minutes • Beginning at 8:00am • Dec 4 12:00 noon email 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

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. 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

12. 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

13. 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