Publishing

1
Publishing Presenting Your Plan

• Frank MoyesLeeds College of Business
• University of ColoradoBoulder, Colorado

2
Tonights Agenda

• Publishing and presenting your plan
• Hand-in
• Financial Plan (IS, BS, CF Assumptions
• Management Plan

3
End of Semester Schedule

• Practice Presentations Workshop Dec 2 (optional)
• 45 minutes
• Beginning at 800am
• Dec 4 1200 noon email Exec Summary in MS Word to
  Frank
• Dec 6 Cut Round for grade
• Presentations 30 min sessions
• Hand in 2 copies of Plan
• Financial model all worksheets
• 2 copies of slide presentation
• Presentations in Rooms 104 102
• 15 minute presentation
• 15 minute Q A
• Select 4 teams for finals

4
End of Semester Schedule (continued)

• Dec 8 four finalists submit 6 copies to
  Entrepreneurship Center before 1200 noon
• Dec 13 Undergraduate Business Plan Competition
• Reception at 530
• Competition in Room ? at 600
• Invite friends and family
• Attendance required to do FCQs peer
  evaluations

5
Publish Your Plan I

• Length
• Plan 20 pages max
• Appendices 10 pages max
• 5 year IS, BS and CF in Appendix with detailed
  assumptions
• Customer survey summary results and how
  conducted
• Resumes
• Development Gantt timeline
• Drawings, specifications, layout
• Capital expenditure detail
• Other import information that investors would
  need to understand the plan

6
Publish Your Plan II

• Font size 12 point
• Use tables and graphs (sources)
• Show sources of info in parentheses
• Spiral binding, white paper
• Cover sheet with team member names

7
Publish Your Plan III

• Financial info in Plan
• Financial Summary with key assumptions
• Offering Valuation
• Sources Uses
• 5 year IS, BS and CF in Appendix with detailed
  assumptions
• Financial projection from the model with all
  assumption worksheets in separate binding

8
Publish Your Plan IV

• Less is better
• White space
• Make it interesting to read
• Make it real
• Use photos
• Use color if it is appropriate
• Proof read and spelling

9
Business Plan Elements

• Executive Summary
• Company Overview
• Product or Service Description
• Market Industry Analysis
• Marketing Plan
• Operations Plan
• Development Plan
• Management Plan
• Competitive Advantage
• Financial Plan
• Funding

10
Presenting Your Plan

• 15 minutes
• See Investor Presentations
• Make it real tell a story
• Focus on 3 or 4 points you want judges to
  remember
• Introduce points
• Repeat in Summary
• Show prototypes, exhibits, short videos
• Test slides for clarity in your class room before
  presentation
• Practice transitions between presenters

11
Presentation Slides

• 12(ish) Slides
• Back-up slides to help in answering likely
  questions
• Each slide conveys one point
• Everything on the slide must support the point
• 3 bullets
• Use simple graphics to convey point

12
Questions Answers

• 15 minutes
• Answer 30 seconds or less
• Decide beforehand who will answer what questions
• Unless team member is in trouble, only one answer
• If dont like your answer, they will ask again
• If you dont know the answer, say so.

13
Note

• Typos Rotary Hammer at Ball State. Judge
  comments about number of typos and why not
  selected for the finals. Used a professional
  editor to proof read plan