1 Management Business Plan Preparation Financial Plan Frank Moyes Leeds School of Business University of Colorado Boulder, Colorado

2 Management Tonight  Management Plan  In the Fire - Marketing plan  Prepare 6 slides  2 sessions with outside visitors  Hand-in:  Marketing Plan  Customer surveys  Financial Model workshop  Monday April 10 and/or April 11 at 6:00

3 Management Next Week  Funding Plan  Offering & Valuation  Executive Summary  In the Fire (4 slides)  Operations Plan  Development Plan  Hand-in  Operations Plan  Development Plan  Management Plan  Income Statement 5 yr

5 Management Management Plan  Management Team  Key roles  Brief description of experience  Compensation  Org chart

6 Management Company Organization  Describe how your company will be organized  Prepare an organization chart  Will you have a board of directors?  Will you have a board of directors?  Will you have a board of advisors?

7 Management Company Organization II  What is the ownership structure of your company?  What percent of the company do each of the founders own?  Do you plan to have a stock option plan? Incentive plan?

8 Management Management Team  Describe the founders and principal managers who will run your firm.  Write a short paragraph on each of the key managers? (Include resumes in the Appendix)  What will be their duties and responsibilities?  What unique skills do they bring to the venture?  How will they be compensated?  Is there a significant “hole” in the team? How do you propose to fill it?