Business Plan Presentation

Template

Content

Introduction
Background
Objectives
Project/Product/Solution
Technology Architecture
Intellectual Property
Market Needs
Customer Value Proposition (CVP)
Competitiveness
Unfair Advantage
Marketing Strategies
The 4Ps of Marketing
Business Model
Funding Plan
Financial Plan
Return on Investment (ROI)
Why invest in my me / venture?
Summary Call to Action
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Introduction

Title of the Project

Introduce Yourself
Introduce Management Team

Include key personnel

Emphasise directly related expertise and
experience

Organisation Chart

Background

State project / product / solution

background
State project stage idea / proof of
concept / prototype / product or
solution
Key sponsors [if any, and state type]

Objectives

State the objectives of the project /

product / solution

Project / Product / Solution

Describe project / product / solution

Describe key features / uniqueness
Describe key benefits to customer

Technology Architecture

Technology (ies) need

Platform
How?
Software
Communications
Data
Middleware
Including

Technology partners
Support structure
Use of IP, licensing
SLAs
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Intellectual Property

Protecting IP

Patent, copy right, trademark, secret?

How do you intend to profit from IP

Retain and use

License
Sell

Market Needs

Is there a market for the project / product /

solution?
Breakthrough / killer application /
improvement of product?
New innovative idea?
Replacement?
Cost Advantage?
Niche?
Describe the general business outlook [this will
demonstrate that you are in tune with the market]

Market research data / statistics conducted

or references
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Customer Value Proposition (CVP)

Customers problem / want / need

How customer satisfaction will be met
Why customer will be compelled to buy
from you
Equalise the value / price equation
CVP examples:

Small corner shop small selection of goods,

convenient location, convenient opening
times, local friendly & personal service
IT company cost efficiency, robustness,
secure, speed
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Competitiveness

Identify project / product / solution

competitive advantage vs

Direct competitors
Indirect competitors

Identify project barriers vs competitors

Demonstrate your ability to maintain a
Sustainable Competitive Advantage

Superior value that

Endures over time?
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Unfair Advantage

Your unfair advantage(s)

Why & how?
Competitive strategy
Examples of unfair advantage

Ikea

Stylish quality furniture, unique and fun buying

experience, knockdown format, affordable

Dell

Uses leading-edge, supply chain management,

real-time inventory (zero obsolescence),
customisation, passes efficiency and cost
reductions to clients
12

Marketing Strategies

Market segmentation
Market research
Go-To-Market Strategy
Marketing plan
- Advertising & Promotions ( A & P)
- Collaterals
- Distributorships
- Partnerships
- Direct Sales
A signed contract will be a strong selling
point
Marketing personnel key hire if need be
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The 4 Ps Of Marketing

Product properties of your product

Price right price & value
Place - availability
Promotion informing and creating an
interest in customers in a way they
understand

14

Business Model

How does the business make money?

Direct sales?
Lease?
Subscriptions?
Build & Transfer?
BOT?
Build, Operate
Maintenance? Etc

How do you compensate your channels?

Commission?
Mark-up?
Maintenance? Etc
15

Funding Plan

How funded so far?

How much required?
Fund required for what?

16

Financial Plan

Forecast

Start-up costs
Sales per year
Revenue per year
P & L per year
Current Assets
Fixed Assets
Shareholder Equity / Proposal

17

Return On Investment (ROI)

ROI
The bottom line is creating value for
SHAREHOLDERS/OWNERS/PARTICIPANT
S
Note: VCs expect to earn in excess of
25% on their money invested p.a.

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Why invest in me / my venture?

Besides good ROI, demonstrate your:

Passion
Belief
Confidence
Commitment

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Summary - Call To Action

Re-state your needs / requirements

Funding required
Request for: follow up meeting /
permission to send more information /
arrange for demo / visitation to site,
etc
Acknowledge / thank for input

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