Business Plan for My Company

MyCompanyMyCompanyMonth 2001Month 2001

Prepared byNamephone

Context

Regulatory, market conditions, etc. Regulatory, market conditions, etc. Examples:Examples: Opportunities thus exist….Opportunities thus exist….

Purpose of Plan

Identify opportunities provided ….Identify opportunities provided …. Audience: potential investors and partnersAudience: potential investors and partners Contents: Contents:

The MarketThe Market The Business Opportunity & ProductThe Business Opportunity & Product The CompetitionThe Competition The People & The NumbersThe People & The Numbers

The Market

Target Market

This target market includes organizations This target market includes organizations that ….that ….

SegmentsSegments

Market Drivers - Regulatory

Market Drivers - Business

Market Size - Segment 1

Market Size - Segment 2

Market Segment Size ($) Upper Bound Estimates

Total Market Higher Segment 1Total Market Higher Segment 1 Revs = units x ave price = $total revsRevs = units x ave price = $total revs

Total Market Higher Segment 2Total Market Higher Segment 2 Revs = units x ave price = $total revsRevs = units x ave price = $total revs

*Assumes an average typical expenditure per product by segment

Target Customers

Person 1Person 1 Person 2Person 2 Person 3Person 3

Customer Needs

Define key needsDefine key needs

The Business Opportunity

Value Proposition:

ApplicationApplication What it doesWhat it does

CustomerCustomer WhoWho

ProductProduct HowHow

Elevator Pitch

For X who need Y, Product A does Z.For X who need Y, Product A does Z. Unlike competitor(s) ABC which only Unlike competitor(s) ABC which only

provide D, Product A does E and provides provide D, Product A does E and provides the following benefits….the following benefits….

Revenue Model - 1

Software Licensing ModelSoftware Licensing Model Revenues derive from:Revenues derive from:

Describe how revenues are generatedDescribe how revenues are generated

Sample Sale

Configuration fees - $500Configuration fees - $500 License fees - $2000/seat x 3 seats = $5000 License fees - $2000/seat x 3 seats = $5000

(with discount)(with discount) Support and Maintenance fees @20% per Support and Maintenance fees @20% per

year = $1000/yryear = $1000/yr Customization fees = $4500Customization fees = $4500 Revenue for client over 5 years = $15,000Revenue for client over 5 years = $15,000

Distribution Channels

Direct (e.g., Web)Direct (e.g., Web) Independent AgentsIndependent Agents Sub-licensingSub-licensing Joint VenturesJoint Ventures OEMOEM

The Product

Product Features

Guides the user ….Guides the user …. System does….System does….

Technology - Status

Has the technology been developed?Has the technology been developed? Status?Status?

Technology - Protections

LegalLegal Trade secretTrade secret CopyrightsCopyrights TrademarksTrademarks PatentsPatents

TechnicalTechnical Proprietary technologiesProprietary technologies

Technology - Technical Specs

What is distinctive?What is distinctive? PlatformPlatform ArchitectureArchitecture InterfaceInterface DB’sDB’s otherother

The Competition

CompetitionCompetition

Major forms of competitionMajor forms of competition Give examples by classGive examples by class

Competitive Advantages

MyCompany vs. Competitor 1MyCompany vs. Competitor 1 Cost and differentiation advantageCost and differentiation advantage

MyCompany vs. Competitor 2MyCompany vs. Competitor 2 Cost and differentiation advantageCost and differentiation advantage

Industry Structure

Barriers to EntryBarriers to Entry Industry ConcentrationIndustry Concentration BuyersBuyers

The People

Management Team

Management teamManagement team Positions to be filled through internal(I) Positions to be filled through internal(I)

candidates or via outsourcing (O)candidates or via outsourcing (O) Marketing and Sales (I)Marketing and Sales (I) Accounting and Finance (I)Accounting and Finance (I) Technology (I)Technology (I) General Management (O)General Management (O) HR (O)HR (O)

Professional Network

LegalLegal AccounctingAccouncting TechnicalTechnical

Advisory Board

Will include following functional areas:Will include following functional areas: ManagementManagement Sales & MarketingSales & Marketing FinanceFinance PRPR TechnologyTechnology HRHR

The Numbers

Projections

Projections for 2001-2005 are provided in Projections for 2001-2005 are provided in the accompanying spreadsheet:the accompanying spreadsheet: RevenuesRevenues ExpensesExpenses Gross ProfitsGross Profits

Summary

Recap

Recap the needs of the market, the Recap the needs of the market, the opportunity and revenuesopportunity and revenues

Next StepsNext Steps

What happens next?What happens next?

end…

Contact InformationContact Information My company infoMy company info