1. Business Plan Preparation
Frank Moyes
Leeds School of Business
University of Colorado Boulder, Colorado
Operations & Development Strategy

2. Operations & Development Strategy
Tonight
Operations Plan
Development Plan
Peer evaluations
Review Plan status
Team meetings
Operations & Development Strategy

3. Operations & Development Strategy
Next Week
Financial Plan
Financial Projections
Risk
Customer acquisition costs
In the Fire – customer survey results
Operations & Development Strategy

4. Business Plan Elements
Executive Summary
Company Overview
Product or Service Description
Industry and Marketplace Analysis
Marketing Plan
Operations Plan
Development Plan
Management
Financial Projections
Offering, Funding Requirements, Valuation
Operations & Development Strategy

5. Operations & Development Strategy
Operations Strategy
Operations section describes the inputs, processes, procedures and activities required to produce goods or services
Operations
How gain a competitive advantage
Operations that add to your value proposition
Supply chain analysis will help write this section
Total concept
Operations: process through which resource inputs are converted into useful outputs
Operations & Development Strategy

6. Operations & Development Strategy
Scope of Operations
In-house vs. subcontract
What is key to the success of your business – core competencies
Consider:
Production
Product development
Order fulfillment
Customer service/Tech support
Warehouse and shipping
Installation
Warranty service & repairs
Operations & Development Strategy

7. Operations Analysis (Walk an Order)
Pre-purchase
Contact points
Purchase
Customer support
Fulfillment
Joint Ventures/Partnerships
People
Logistical
Plan & Equipment
People requirements
Systems & Technology
Inventory levels
Information requirements
Walk an order through your business
Operations & Development Strategy

8. Operations & Development Strategy
Ongoing Operations
Identify key vendors, suppliers, strategic partners
Describe the arrangements
Price agreements
Determine manpower requirements
Provide a layout of the production or service process
Determine inventory levels to support marketing
Identify key performance indicators
Operations & Development Strategy

9. Production/Service Capacity
Determine production/service capacity required based on sales forecast
Type of facility – size and type of space (office, labs, production, warehouse & shipping)
Location
Capital assets (equipment, vehicles, buildings, fixtures, computers & software)
Operations & Development Strategy

10. Operations & Development Strategy
What must happen to succeed?
Describe key events that must take place with completion dates
Product & process development
Intellectual property
Key agreements
Market & beta tests
Marketing actions
Key hires
Start-up phase: doesn't happen all on day one
Operations & Development Strategy

11. Operations & Development Strategy
Development Timeline
Operations & Development Strategy
Source: Steve Lawrence