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

2. Today Set dates for: Financial Projections Model workshop Nov 10 & 11 at 6:00 in room 302 Marketing Plan Operations Plan & Development Plan In the Fire Review Plan status Team meetings Operations & Development Strategy

3. Next Week Financial Plan Financial Projections Risk In the Fire Operations & Development Strategy

5. 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

6. Operations Plan Operations section describes the inputs, processes, procedures and activities required to produce goods or services Operations Strategy Scope of Operations Ongoing Operations Operations & Development Strategy

7. Operations Strategy How add value – price, quality, timeliness or flexibility? How fulfill marketing strategy using operations? Operations & Development Strategy

8. Marketing Plan Customer Research Target Market Strategy Channel Strategy Positioning Product/Service Strategy Pricing Strategy E-commerce Communications Strategy Sales Strategy Revenue Model Marketing Strategy

9. Operations Strategy How add value – price, quality, timeliness or flexibility? How fulfill marketing strategy using operations? How gain a competitive advantage? Supply chain analysis will help write this section Operations & Development Strategy

10. 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

11. 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

12. 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) Provide a summary of the major expenditures Operations & Development Strategy

13. 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 Operations & Development Strategy

14. Development Strategy What must happen to succeed? Describe 5 -10 key events that must take place with completion dates Product & process development Intellectual property Key agreements Market & beta tests Marketing actions Key hires Operations & Development Strategy

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