St.

Paul University Iloilo
COLLEGE OF ACCOUNTANCY AND BUSINESS
General Luna St., Iloilo City

Business Plan Presentation
August 29, 2015 ● Board Room, Hotel del Rio
Presenter
Concept

: AARON OCHON
: BUBBLY
GRADE

Content

Presentation

Status

83.75

91

Passed

PART I. CONTENT
Summary and
Products/Service

Organization

Personnel Requirements

Vision & Mission

Adequately addresses name, location, history of the company, and goods/services sold.
Not Demonstrated
Marginal
Acceptable
Proficient
0
1
2
3
3

Points Earned
2
3

2

Report shows and tells that there is an organizational structure, and the interrelationship is explained, and how
management will work.
Not Demonstrated
Marginal
Acceptable
Proficient
Points Earned
0
1
2
3
2
2
3

3

Qualifications of personnel are shown and discussed. Compensation and benefits are shown and explained.
Not Demonstrated
Marginal
Acceptable
Proficient
Points Earned
0
1
2-3
4
2
3
4

4

Mission statement and Company vision are clearly defined. Business goals proposed.
Not Demonstrated
Marginal
Acceptable
Proficient
0
1-2
3-4
5
4

5

Points Earned
3
4

1

Is the revenue generation plan logical and comprehensive? Not Demonstrated Marginal Acceptable Proficient Points Earned 0 1-2 3-4 5 3 3 5 3 Presents a realistic assessment of cash requirements—inflows and outflows—over a projected 10-year period. Not Demonstrated Marginal Acceptable Proficient Points Earned 0 1-2 3-5 6-7 4 4 6 6 Report provides calculated data and analysis for how this company is successful. key activities and communication and distribution channels. purchasing power. and way to seize the opportunity.Business Model Description Value proposition Market Analysis Market Opportunity Distinctive Competence Financial Understanding Financials Cash Flow Statement Describe how business will create. unique or special to provide competitive advantage in target market. and benefits are quantified. key resources. Not Demonstrated Marginal Acceptable Proficient Points Earned 0 1-2 3-4 5 5 4 5 4 Clear and convincing description of how the new products address the customer needs. Not Demonstrated Marginal Acceptable Proficient 0 1 2-3 4 3 Points Earned 3 4 4 New venture presents something novel. and projections are realistic. and capture value for customers through value propositions. Report includes charts and graphs. Not Demonstrated Marginal Acceptable Proficient Points Earned 0 1-2 3-4 5-6 4 4 4 4 Presenter has solid understanding of financial requirements of the business and realistic financial projections. Not Demonstrated Marginal Acceptable Proficient Points Earned 0 1-2 3-4 5-6 4 5 5 5 Financials are complete and properly annotated. size. deliver. Not Demonstrated Marginal Acceptable Proficient Points Earned 0 1-2 3-5 6-7 6 5 7 5 Clear market need. Not Demonstrated Marginal Acceptable Proficient Points Earned 0 1-4 5-7 8-10 6 5 9 5 2 .

and presents the Payback Period. type and use of funds required for venture.75 Bonus Points 10. timing. Would you Invest? Demonstrates realistic and attractive income potential of the business. equity will be given up in return for investment capital. Not Demonstrated Marginal Acceptable Proficient Points Earned 0 1-4 5-7 8-10 6 5 8 6 Presents a clear and concise description of the amount. Not Demonstrated Marginal Acceptable Proficient Points Earned 0 1-4 5-7 8-10 6 5 8 7 Presents a realistic assessment of the working capital and fixed asset requirements of the business. the income statement is consistent with the operating and marketing strategies outlined in the body of the plan.Income Statement Balance Sheet Funds Required/Used Offering and investment analysis. presents a realistic assessment of ROE and ROA potential.75 3 . Not Demonstrated Marginal Acceptable Proficient Points Earned 0 1-4 5-7 8-10 7 6 10 8 SUMMARY PANELIST 1 2 3 4 Perfect Score 100 100 100 100 Your Score 68 62 90 75 Average 73. identifies what the venture is seeking from investors. Not Demonstrated Marginal Acceptable Proficient Points Earned 0 1-2 3-4 5 3 3 5 4 Articulates clearly the proposal/terms to private investors. if any.00 Final Grade 83. states how much. balance sheet information is projected annually for 10 years. appropriately reflects the projected capital structure of the business – long-term debt and equity positions.

Not Demonstrated Marginal Acceptable Proficient 0 1-4 5-7 8-10 8 Points Earned 9 9 8 4 . Not Demonstrated Marginal Acceptable Proficient 0 1-4 5-7 8-10 8 Points Earned 4 8 8 Presenter is professional. etc. Not Demonstrated Marginal Acceptable Proficient 0 1-5 6-10 11-15 6 Points Earned 7 8 7 10 Points Earned 11 13 13 Student uses a clear voice and correct. precise pronunciation of terms so that all audience members can hear. Not Demonstrated Marginal Acceptable Proficient Points Earned 0 1-4 5-7 8-10 6 8 9 8 Student maintains eye contact with audience . Not Demonstrated Marginal Acceptable Proficient Points Earned 0 1-4 5-7 8-10 8 8 10 7 Presentation has no misspellings or grammatical errors. Not Demonstrated Marginal Acceptable 0 1-3 4-6 Proficient 7-8 Student’s graphics explain and reinforce screen text and presentation. seldom returning to notes.PART II. comfortable. PRESENTATION Organization Subject Knowledge Mechanics Graphics Elocution Eye Contact Stance Student presents information in logical. interesting sequence which the audience can follow. believable. Not Demonstrated Marginal Acceptable Proficient Points Earned 0 1-4 5-7 8-10 6 9 8 10 Student demonstrate full knowledge (more than required) by answering all class questions with explanations and elaboration. confident.

Not Demonstrated Marginal Acceptable Proficient 0 1-5 6-10 11-15 12 12 PANELIST 1 2 3 4 Perfect Score 100 100 100 100 Your Score 74 76 91 83 SUMMARY Points Earned 11 15 Average 81 Bonus Points 10 Final Grade 91 Other Remarks: The cost has to be analyzed again. compelling. Immanuel Financial Services MONINA ESCUTIN Partner. logical.Presentation Style Answering Questions The presentation was thorough. Not Demonstrated Marginal Acceptable Proficient Points Earned 0 1-4 5-8 9-12 10 9 11 10 The presenter has the ability to answer questions clearly and accurately. Faculty Adviser 5 . Panelists: ARDIAN GARCIA Vice President. Presenter was able to handle well the questions. informative. clear. Bank of Makati KERMITH UBERAS CEO. and professionally delivered. MRJ Chan & Associates Noted: MARIA ELENA ELIZAGA. Who are your respondents? Use the tax rate based on income. Consider the chemicals for your materials.