Business Plan Presentation Template

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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

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Background

 State project / product / solution background

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

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Objectives

 State the objectives of the project / product /

solution

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Project / Product / Solution

 Describe project / product / solution

 Describe key features / uniqueness
 Describe key benefits to customer

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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

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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)
 Customer’s 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

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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

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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 …

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Funding Plan

 How funded so far?

 How much required?
 Fund required for what?

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Financial Plan

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

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Return On Investment (ROI)

 ROI
 The bottom line is creating value for …
SHAREHOLDERS/OWNERS/PARTICIPANTS

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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