1. Writing a Business Plan
Stephen Lawrence Frank Moyes
Graduate School of Business
University of Colorado

2. Writing a Business Plan
Hard, long work
Frustrating
Puzzle pieces keep changing shape
Synthesis vs. Analysis – creative
Ultimately, very rewarding
Put your education together
Excellent resume item
Satisfying

3. Ideas vs. Opportunities

4. Ideas vs. Opportunities
What makes a good opportunity?
Opportunities
Attractive
Durable
Timely
Adds value
Scale and scope
Time
Market Size

5. A great business idea! ($$)?

6. Consider… Technical feasibility Market acceptance Competition
Resources required
Experience of management team
Market growth
Et cetera …

7. opportunities
Your ideas…

8. How to write a plan? Linear Model Iterative Model Business Plan
Done?
Mktg
Ops
Develop
Append
Iterative Model
Development
Marketing
Operations
Business Plan
Financials

9. Elements of a Successful Business Plan
Executive Summary
Company Overview
Industry and Marketplace Analysis
Marketing Plan
Operations Plan
Management
Financial Summary
Offering
Appendices
5-yr P&L
5-yr Balance Sheet
5-yr Cash Flow
1-yr monthly CF
Other support docs

10. Iterative Approach: Twelve Steps – Twelve Weeks
Revenues & Expenses
Financials
Funding
Valuation and Offer
Publish your Plan
Present your Plan
Assess Concept
Industry Analysis
Marketing Plan
Operations Plan
Development Plan
Build Strategy

12. Business Plan Templates
We will all use the same business plan outline and organization
MS Word templates available on BPlan web site
MS Excel financial spreadsheets available on course website

13. Step One – Assess Concept
Quick feasibility study
Bring all members of team up to speed
Review critical plan components
Identify missing information / research
Complete all parts of Step One
Turn in handwritten copy next week