1. Introduction of Business Plans

2. Why do we need or want a business plan?

3. Just a few reasons:
Analyze if the core/facility is viable and worthwhile?
SWOT (Strengths, Weaknesses, Opportunities, Threats)
Set objectives for core and staff
Explain and share strategy and business game plan
Plan for future needs and capital required
Make sure everyone is on same page (university, department, resource planning, users, core facility)
Outline budget needs in future years
Outline parameters/regulations within your core

4. What goes into a business plan:
Objectives/mission of core
Keys to success
Stakeholder information (MOUs/LOOs/start-ups)
Organizational Structure/Performance Management (scorecards, user groups, annual reviews, advisory boards) Facilities/equipment/assets
Services
Facilities/equipment/assets
Capacity
Pricing/Cost Analysis
Outline parameters/regulations within your core regulates (SLA/SOP)
OMB, CCSG, CCTS, OSU, etc
Set expectation for core and users
Budget/Financial considerations
Usage – forecasts, trends
Marketing Plan
Who are target customers? Current customers? Future customers?
Staff Development Plan
Goals
SWOT – Can this service be offered elsewhere for cheaper? Is so, why here?
Conclusion
EVERY COMPONENT THAT PLAYS A PART IN THE OPERATIONS OR SUCCESS OF THE CORE NEEDS TO BE CONSIDERED IN THE PLAN

5. TEMPLATES AND HANDOUTS
Templates and Handouts for creating a Business plan, budget and fees are on the jump drive and we will go over them in more detail next time.
TEMPLATES AND HANDOUTS

6. Templates and Handouts for creating a Business plan, budget and fees are on the jump drive and we will go over them in more detail next time.
Questions?