1. The Behavioral Insight Team
culture+business
Presentation
The Behavioral Insight Team ™
Hong Kong ● Singapore ● New York
Copyright , HCIA & Company. All rights reserved.
Governed under the single user license terms agreed to by end user.
May not be distributed without prior written permission.
This file is part of the HCIA & Company culture+business Toolkit.
Copyright , HCIA & Company. All Rights Reserved.

2. Agenda Executive Summary Product Features and Benefits
Industry Overview
Competitive Product Comparison
Marketing Strategy
Finance Plan
Management Summary
FAQs
Your external delivery is directed outside of your company
It includes competitive, not sensitive or confidential, information
Begin by developing a matrix for your salespeople that highlights added values and their sources
And create a side by side product comparison handout that focuses on you and your key competitor 2

3. Executive Summary [General Overview] [Short-term Target]
Point 1
Point 2
Point 3
[Short-term Target]
[Target 1]
[Target 2]
[Long-term Objective]
[Financial]
[Social]

4. Product Features and Benefits
Your product
[Features]
[Benefits]
Level of Importance to the Customer

5. Industry Overview Political Economic Sociocultural Technological
Factor 1
Factor 2
Political
Economic
Sociocultural
Technological
The Added Value Comparison Matrix begins by naming your industry as defined in the internal presentation
List your company along with your competitors and identify the most important added values you provide customers
Then list up to three sources of your added value and fill in the grids to compare them to your competition

6. Competitive Products Comparison
Feature
[Your Product]
[Competitor 1]
[Competitor 2]
[Competitor 3]
Level of Importance to the Customer

7. Competitive Feature Checklist/Comparison
[Product name]
[Main Competitor]
Feature 1
Feature 2
Feature 3
Feature 4
Feature N
The Competitive Feature Checklist and Comparison is included in this toolkit
This is a 1 page hard hitting summary that your salespeople can use to shoot down competitors quickly and easily
Compare your product features to your main competitor and include a Unique Selling Proposition and benefits of your 3 main features
[Unique Selling Proposition]
[Benefit Feature 1]
[Benefit Feature 2]
[Benefit Feature 3]

8. SWOT Analysis ™
This file is part of the HCIA & Company Business Plan Toolkit.
Copyright 2014, HCIA & Company. All Rights Reserved.

9. SWOT Template Instructions
Perform a SWOT analysis for each major competitor
Make a list of each of the following:
Strengths: internal things about your company and its market position that help your chances of success
Weaknesses: internal things about your company and its market position that weaken your chances of success
Opportunities: external things that help your chances of success
Threats: external things that weaken your chances of success
Fill in the SWOT matrix with strategies based on these factors

10. Strengths (Internal)
Strength 1
Strength 2
Strength 3

11. Weaknesses (Internal)

12. Opportunities (External)
Opportunity 1
Opportunity 2
Opportunity 3

13. Threats (External)
Threat 1
Threat 2
Threat 3

14. SWOT Analysis External Internal Strengths Weaknesses Opportunities
Strengths
Weaknesses
Opportunities
Strategies the company can exploit to take advantage of opportunities
Strategies the company must deal with to take advantage of opportunities
Threats
Strategies the company can use to defend itself from threats
Strategies the company must deal with to defend itself from threats
External
Internal

15. Marketing <Provide a top-level summary with details below.>
Marketing Tactics & Promotion
<Include everything you will be doing to market the product and make it successful.>

16. Finance Plan Marketing Mix
<Include a pie chart showing the marketing mix from the product launch budget template. Include a short explanation of why you are allocating the funds the way you are.>

17. Project Manager HR Finance Marketing Consulting team
Management Summary
Project Manager HR
Finance
Marketing
Consulting team

18. FAQ [FAQ 1] [FAQ 2] [FAQ 3] [FAQ 4] [Answer 1] [Answer 2] [Answer 3]
Several selling tools that you want to develop from your findings include FAQ’s, white papers, talking points about competitors, and customer reviews
You can never develop too many of these tools and you really want your company to go out of its way to ensure they are effective and comprehensive 18