Writing a Winning Business Plan October 3, 2007 Brad Weinberg Providence Health Solutions

The Business Plan

Helpful Hints Evolving document It takes more than you You only have one shot This is exciting! (albeit painful sometimes)

Timeline Deadline April 7 Now to February – Do something February and March – 200+ hours on plan

The Structure Not a rigid format Use resources section on web site Advice from Jack Derby –1. Executive Summary –2. Introduction to the business –3. Definition of products & services –4. Overview of markets –5. Overview of sales & marketing plans –6. Overview of products and roadmap –7. Summary of manufacturing & operations –8. Management team bios –9. Four pages of financials

The Story Its your story –The people –The problem –Your solution –Potential customers –The competitors Know it better than anyone else!

Implementation Marketing strategy Organizational plan

Financials Tell your story Make sure its realistic (ask an expert) Revenue Expenses Cash Flow Look at sample financials on web site

Last Thoughts Talk to successful entrepreneurs Learn as much as you can Show what you can do

October 3, 2007 Brad Weinberg

The Co-Founders Rajiv Kumar –Co-founded Adopt A Doctor –Founded Shape Up RI –B.S. in Economics from Brown University –Medical student at Brown University Brad Weinberg –Founded alumni database and event management company –Work experience includes: Decision Resources Brown University Investment Office Goldman Sachs –B.S. in Economics from Brown University –Medical student at Brown University

Obesity Trends Among U.S. Adults 1985 No Data <10% 10%–14%

Obesity Trends Among U.S. Adults 1986 No Data <10% 10%–14%

Obesity Trends Among U.S. Adults 1987 No Data <10% 10%–14%

Obesity Trends Among U.S. Adults 1988 No Data <10% 10%–14%

Obesity Trends Among U.S. Adults 1989 No Data <10% 10%–14%

Obesity Trends Among U.S. Adults 1990 No Data <10% 10%–14%

Obesity Trends Among U.S. Adults 1991 No Data <10% 10%–14% 15%–19%

Obesity Trends Among U.S. Adults 1992 No Data <10% 10%–14% 15%–19%

Obesity Trends Among U.S. Adults 1993 No Data <10% 10%–14% 15%–19%

Obesity Trends Among U.S. Adults 1994 No Data <10% 10%–14% 15%–19%

Obesity Trends Among U.S. Adults 1995 No Data <10% 10%–14% 15%–19%

Obesity Trends Among U.S. Adults 1996 No Data <10% 10%–14% 15%–19%

Obesity Trends Among U.S. Adults 1997 No Data <10% 10%–14% 15%–19% 20%

Obesity Trends Among U.S. Adults 1998 No Data <10% 10%–14% 15%–19% 20%

Obesity Trends Among U.S. Adults 1999 No Data <10% 10%–14% 15%–19% 20%

Obesity Trends Among U.S. Adults 2000 No Data <10% 10%–14% 15%–19% 20%

Obesity Trends Among U.S. Adults 2001 No Data <10% 10%–14% 15%–19% 20%–24% 25%

Obesity Trends Among U.S. Adults 2002 No Data <10% 10%–14% 15%–19% 20%–24% 25%

Obesity Trends Among U.S. Adults 2003 No Data <10% 10%–14% 15%–19% 20%–24% 25%

Obesity Trends Among U.S. Adults 2004 No Data <10% 10%–14% 15%–19% 20%–24% 25%

Obesity Trends Among U.S. Adults 2005 No Data <10% 10%–14% 15%–19% 20%–24% 25%–29% 30%

1995 Obesity Trends Among U.S. Adults 1990, 1995, No Data <10% 10%–14% 15%–19% 20%–24% 25%–29% 30%

The Health Impact of Obesity Type II Diabetes High Cholesterol High Blood Pressure Heart Disease Cancer Sleep Apnea Osteoarthritis

Cost of Obesity to Employers Source: Burton, Wayne N. MD; Chen, Chin-Yu PhD; Schultz, Alyssa B. MS; Edington, Dee W. PhD. The Economic Costs Associated With Body Mass Index in a Workplace. Journal of Occupational & Environmental Medicine. 40(9): , September Obese employees cost employers: –$3,316 more in health claims annually –$1,230 more due to increased sick days Inactivity increases health claims $614 per employee per year

A Huge Industry $600M $4.5B $2.0B $1.5B $17 billion dollars and growing

Our Solution: Use Teamwork Focus on lifestyle and corporate culture change Team-based health competitions –Exercise –Weight loss –Walking

Shape Up The Nation A robust, scalable wellness program 12 week, online, team-based exercise and weight loss competition

Why Our Model Works High Participation Rates Inclusive and Inviting Easy to Implement Affordable and No Upfront Cost Supported By Medical Research Tested, Proven, Award-Winning Program

Proof of Concept: Shape Up RI Founded in ,918 participants Major corporations including national banks, hospitals, universities and Fortune 500 companies.

Milestones October 2007: Organizational development November 2007: Close 1 st round financing December 2007: 1 st major contract signed January 2008: 10+ clients signed February 2008: Launch Shape Up The Nation