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 (IS, BS, CF & Assumptions Management Plan Business Plan Preparation: Publishing Your Plan

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 email Exec Summary in Word doc to Frank Business Plan Preparation: Publishing Your Plan

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

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

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 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

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

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

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 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 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

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