1. Business | Planning Operations Eric Rinehart, Economic Development Solutions, inc. e-d-solutions.com

2. “What the Organization Does”  FACILITY MISSION  THE PRODUCTS AND FUNCTIONS (ADAPTIVE; LEADING EDGE)  THE CUSTOMER (CUSTOMER ORIENTED APPROACH)  THE RESULTS

3. “How the Organization Does It”  THE COMPETITIVE ENVIRONMENT  OPERATIONS STRATEGIES (LEAN, WORLD CLASS OPERATIONS)  ADMINISTRATION (FLAT MANAGEMENT STRUCTURE)  FACILITY MANAGEMENT (INTEGRATED PROCESSES)  RISK ANALYSIS (ISSUE MANAGEMENT)  FINANCIAL PLANS (COST MINIMIZATION)

4. “What the Organization Does”

5. FACILITY MISSION  THE MARKET OPPORTUNITY -- The unfilled need, in general  MISSION STATEMENT -- A single declarative sentence which speaks to the customer, the product, the functions and the results (driven from leadership, customers, mandates).  PHILOSOPHIES –an entrepreneurial approach; a diversified set of stakeholders: customers, public, staff)

6. THE CUSTOMER CUSTOMER ORIENTED APPROACH  MARKET OVERVIEW AND SIZE -- both domestic and foreign PRIVATE MARKET SEGMENTS -- a general description and specific (target) lists PUBLIC MARKET SEGMENTS -- a general description and specific (target) lists INSTITUTIONAL MARKET SEGMENTS --

7. THE PRODUCTS/FUNCTIONS (ADAPTIVE; LEADING EDGE)  CORE COMPETENCIES -- research trials; commercialization trials, training and education; and research grants  RESEARCH PRIORITIES -- core research (general and specific) and collateral research (general and specific)  FACILITY CAPACITIES -- flexibly designed

8. RESULTS  THE RESULTS

9. “How the Organization Does It”

10. COMPETITIVE ENVIRONMENT  COMPETITION -- comparative (analytical and production) facilities in the US and across the world  BARRIERS TO MARKET ENTRY -- costs, time, technology

11. FACILITY MANAGEMENT INTEGRATED PROCESSES  PRODUCTION CAPACITY -- capacity of analytical equipment and production equipment  FACILITY PLANS -- building lay-out; equipment inventory control and equipment depreciation and replacement  MAINTENANCE -- building maintenance and control; equipment maintenance and control  SUPPLY AND STOCKING PLANS -- supplier identification and management

12. OPERATIONS STRATEGIES LEAN, WORLD CLASS OPERATIONS  TRIAL STRATEGIES -- prioritized list of trials based on market acceptance and cost benefit  RESEARCH STRATEGIES -- external sales of services; cooperative research; and secured research grants  AND OTHERS start-up activities; facility operations; fund raising; risk management and others

13. OPERATIONS STRATEGIES LEAN, WORLD CLASS OPERATIONS  CUSTOMER SURVEYS -- customer preferences and market acceptance for trials, research etc.  MARKETING STRATEGIES -- including advertising and promotion; which may vary for each core competency  FUNDING STRATEGY – debt and equity structure, and pro-forma’s for start-up and operations  STAKEHOLDER MANAGEMENT-- public, press, industry competitors; elected/government officials

14. ADMINISTRATION FLAT MANAGEMENT STRUCTURE  GOVERNANCE -- statutory board responsibilities vs management responsibilities;  MANAGEMENT -- performance tracking: finances; sales; results and benchmark best of class  EMPLOYMENT PLANS – management; personnel; recruitment; salary; training/professional development  MAKE OR BUY DECISIONS -- Form Follows Function1

15. RISK ANALYSIS (ISSUE MANAGEMENT)  KEY ASSUMPTIONS -- especially as it relates to the customers and the facility usage  MAJOR RISKS -- including financial, market, operational, regulatory and other risks  CRITICAL ISSUES MANAGEMENT

16. FINANCIAL PLANS COST MINIMIZATION  COST ASSUMPTIONS -- fixed and variable costs  PRICING AND VALUE -- cost recovery; cost plus  SALES FORECASTS -- scenario forecasts and 'break-even' analysis  BUDGET SUMMARY -- sources and uses