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 & Assumptions Funding Plan Business Plan Preparation: Publishing Your Plan

End of Semester Schedule Practice Presentations Workshop April 22 (optional) 12 teams @ 45 minutes 2 sessions beginning at 8:00am April 24 12:00 noon email Exec Summary to Frank in Word April 26 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 125 & 124 15 minute presentation 15 minute Q & A Select 4 teams for finals Business Plan Preparation: Publishing Your Plan

End of Semester Schedule (continued) April 28 four finalists submit 6 copies to Entrepreneurship Center before 12:00 noon May 3 Undergraduate Business Plan Competition Reception at 5:30 Competition in Room 224 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 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

Publish Your Plan II Make it easy to read Make it interesting to read 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 Make it interesting to read Make it real Use photos Use color if it is appropriate 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 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 Business Plan Preparation: Publishing Your Plan