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2
Problem
More than 8 out of 10 new businesses fail
18%
82%
3
Root causes of the problem
There are 7 main reasons that can explain why so many businesses fail.
35% 34%
30%
25%
22%
20% 18%
16%
15%
10%
6%
5%
2% 2%
0%
Lack of product- Marketing Team problems Finance Tech problems Operations Legal problems
market fit problems problems problems
Source: Consolidation of multiple surveys from New York Times, Harvard Business Review and Australian Financial Review
4
Our Solution
Our management consulting firm decided to create a Business Plan and Entrepreneurship Toolkit
that will help you build, run and scale your own business.
The Business Plan and Entrepreneurship Toolkit includes:
Tools
Frameworks
Templates
Toolkit
Support from tier-1 Step-by-step
management consultants tutorials
Best Real-life
practices examples
5
Objectives
The Business Plan and Entrepreneurship Toolkit includes frameworks, tools, templates, tutorials, real-life
examples and best practices to help you:
• Build, run and scale your own business with our comprehensive and simple 6-phase approach: (I) Generate business ideas & select the most
promising one, (II) Define your business model & identify your critical assumptions, (III) Gather data to validate or invalidate your critical assumptions, (IV)
Build a business plan, (V) Implement your business plan and gather more data along the way, (VI) Estimate the value of your business and raise funds.
• (I) Generate business ideas & select the most promising one: (1) Business idea generator, (2) Business ideas prioritization.
• (II) Define your business model & identify your critical assumptions: (1) Key partners, (2) Key activities, (3) Key resources, (4) Value propositions, (5)
Customer relationships, (6) Channels, (7) Customer segments, (8) Cost structure, (9) Revenue stream, (10) Identify your most critical assumptions.
• (III) Gather data to validate or invalidate your critical assumptions: (1) Data required to validate or invalidate our critical assumptions, (2) Methods to get
the required data, (3) New data and insights, (4) Impacts on our business model, (5) Impacts on our business ideas prioritization.
• (IV) Build a business plan: (1) Problem to solve & solution, (2) Mission, vision & strategic objectives, (3) Target market, (4) Market analysis, (5) Competitor
analysis, (6) Marketing plan, (7) Business structure, (8) Financial plan.
• (V) Implement your business plan and gather more data along the way: (1) Key performance indicators (KPIs) dashboard, (2) Action plan, (3) Monthly
budget to monitor the expenses and the revenue of your venture, (4) New data and insights, (5) Impacts on our business plan and business model.
• (VI) Estimate the value of your business and raise funds: (1) Build your 3 financial statements using our simple or sophisticated ready-made income
statements, cash flow statements and balance sheets, (2) Simple and sophisticated financial models to estimate your financials such as revenue, cost
savings, cash flow, net present value (NPV), ROI, IRR, payback period, and WACC, (3) Analyze the company’s financial performance by leveraging key
financial ratios such as efficiency ratios, solvency ratios, liquidity ratios, profitability ratios, leverage ratios and return on investment ratios, (4) Top 3 business
valuation methods including Discounted Cash Flow Valuation Model, Precedent Transaction Analysis and Comparable Company Analysis, (5) Venture
Capital 101 presentation summarizing how the Venture Capital industry works, the Venture Capital 6-phase process, how Venture Capital firms decide which
start-up they should fund, and the growth stages and funding rounds of a successful start-up (6) Investor & Startup Term Sheet including sections such as
“Post-money valuation”, “Amount of the financing”, “Size of option pool”, “Vesting periods” and “Board representation”, and a summary of all the terms and
pitfalls to avoid.
6
Our Approach
The Business Plan & Entrepreneurship Toolkit includes a 6-Phase Approach to help you build,
run and scale your own business.
II. Define your III. Gather data to
I. Generate business V. Implement your VI. Estimate the value
business model & validate or invalidate IV. Build a business
ideas & select the business plan and of your business and
identify your critical your critical plan
most promising one gather more data raise funds
assumptions assumptions
1. Business idea generator 1. Key partners 1. Data required to validate 1. Problem to solve & 1. Key performance 1. Three financial
2. Business ideas 2. Key activities or invalidate our critical solution indicators (KPIs) statements
prioritization assumptions 2. Mission, vision & dashboard 2. Financial models
3. Key resources
2. Methods to get the strategic objectives 2. Action plan 3. Company’s financial
4. Value propositions required data 3. Target market 3. Monthly budget performance analysis
5. Customer relationships 3. New data and insights 4. Market analysis 4. New data and insights 4. Top 3 business valuation
6. Channels 4. Impacts on our business methods
5. Competitor analysis 5. Impacts on our business
7. Customer segments model and business plan and business model 5. Venture Capital 101
ideas prioritization 6. Marketing plan
8. Cost structure 6. Investor & Startup Term
7. Business structure
9. Revenue stream Sheet
8. Financial plan
10.Identify your most critical
assumptions
7
Our Approach
Our 6-phase approach is an iterative approach, where past phases will have to be updated
based on future data and insights.
1 2 3 4 5 6
Generate business ideas Create your Business Gather data to validate or Define your Business Implement your Business Estimate the Value of
and select the most Model & identify your invalidate your most critical Plan Plan and gather more data your Business and
promising one critical assumptions assumptions Raise Funds
8
In the next slides, you’ll see a small preview of the Phase I of our 6-phase
approach
1. Business idea generator 1. Key partners 1. Data required to validate 1. Problem to solve & 1. Key performance 1. Three financial
2. Business ideas 2. Key activities or invalidate our critical solution indicators (KPIs) statements
prioritization assumptions 2. Mission, vision & dashboard 2. Financial models
3. Key resources
2. Methods to get the strategic objectives 2. Action plan 3. Company’s financial
4. Value propositions required data 3. Target market 3. Monthly budget performance analysis
5. Customer relationships 3. New data and insights 4. Market analysis 4. New data and insights 4. Top 3 business valuation
6. Channels 4. Impacts on our business methods
5. Competitor analysis 5. Impacts on our business
7. Customer segments model and business plan and business model 5. Venture Capital 101
ideas prioritization 6. Marketing plan
8. Cost structure 6. Investor & Startup Term
7. Business structure
9. Revenue stream Sheet
8. Financial plan
10.Identify your most critical
assumptions
9
Step-by-step framework to generate business ideas and prioritize them
Many people believe that they will never be able to create their own business because they think that they are not creative enough to
generate good business ideas. Well, the good news is that you do not really need to be creative to generate good business ideas. All you
need to be is methodical, by following these 5 simple steps:
1. Identify problems (or unfulfilled needs) that you or someone else face. Every week, you should witness multiple problems that
you or someone else face. All you need to do is to write them on our “Business Idea Generator” Excel sheet.
2. Describe the current solution (if any) to this problem (or unfulfilled need). If there are already great solutions delivered by many
great companies, it is probably wise to go directly to your next problem to solve.
3. Describe your potential solution to this problem (or unfulfilled need). The solution is usually a product or service that would
solve the problem. If there is already a current solution, your potential solution should emphasize a unique selling proposition that
make your product/service better, or at least different.
4. Rate your solution by using these 4 criteria:
• Feasibility
• Desirability
• Viability
• Personal interest
5. Prioritize the business idea that has the best score.
To easily implement these 5 steps, you will need to use the Excel document “Business idea generator and prioritization”. Whereas the step 1 can be
done daily, (or whenever you witness a problem during your day), the step 2, 3, 4 and 5 are usually done once a month.
We recommend the use of 4 criteria to rate and prioritize your business
ideas
Desirability
+ Personal
interest
Viability Feasibility
1. Business idea generator 1. Key partners 1. Data required to validate 1. Problem to solve & 1. Key performance 1. Three financial
2. Business ideas 2. Key activities or invalidate our critical solution indicators (KPIs) statements
prioritization assumptions 2. Mission, vision & dashboard 2. Financial models
3. Key resources
2. Methods to get the strategic objectives 2. Action plan 3. Company’s financial
4. Value propositions required data 3. Target market 3. Monthly budget performance analysis
5. Customer relationships 3. New data and insights 4. Market analysis 4. New data and insights 4. Top 3 business valuation
6. Channels 4. Impacts on our business methods
5. Competitor analysis 5. Impacts on our business
7. Customer segments model and business plan and business model 5. Venture Capital 101
ideas prioritization 6. Marketing plan
8. Cost structure 6. Investor & Startup Term
7. Business structure
9. Revenue stream Sheet
8. Financial plan
10.Identify your most critical
assumptions
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What is the purpose of a Business Model Canvas?
A Business Model describes the rationale of how an organization creates, delivers and captures value.
A Business Model Canvas is a strategic management and lean tool that will help you develop new business models or
improve existing ones. It includes 9 building blocks, which were initially proposed in 2005 by Alexander Osterwalder:
1. Key Partners
2. Key Activities Feasibility: Can the company deliver its products & services?
3. Key Resources
4. Value Propositions
5. Customer Relationships
Desirability: Is there a customer demand for the company’s products & services?
6. Channels
7. Customer Segments
8. Cost Structure
Viability: Can the company be profitable?
9. Revenue Stream
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Best practices to effectively use the Business
Model Canvas
When we use the Business Model Canvas with our clients, we usually like to organize workshops with key stakeholders.
The most common mistake we’ve noticed over the years is when a CEO only invites the Corporate & Business Strategy
team to the workshops. The stakeholders need to come from different functions such as Corporate & Business Strategy,
Finance, Sales, Marketing, etc. That way your Business Model will be designed or refined based on many different
perspectives. Besides, the different functions will feel better engaged. And the more they feel engaged, the better they
will commit to the implementation of the Business Model.
We usually print on the wall a version of the Business Model Canvas (see next slide) in extra large (e.g. A1), so groups of
people can jointly start sketching and discussing business model elements with post-it notes or board markers. Many of
our clients also like to simply project the Business Model Canvas on a big screen using Powepoint, with one person
responsible for writing the stakeholders’ inputs in real time. When available, we also like to use an interactive display
whiteboard such as Google Jamboard. Interactive display whiteboards are great tools, especially when you have
stakeholders attending your workshop online, which seems to be increasingly the case.
Please note that defining your business model should be an iterative process, that will be refined along the way. The first
version of your business model will include many hypotheses. The idea is to test these hypotheses in order to quickly
validate or invalidate these hypotheses. Start by testing the most critical hypotheses.
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Business Model Canvas Caption: Feasibility Desirability Viability
Tutorial
Key Partners Key Activities Value Propositions Customer Relationships Customer Segments
• List the key partners that will • List the most important • Define the problem you are • Identify the type of relationship • Identify which customers you
help you optimize your activities required to implement trying to solve, or the needs you you want to create with your try to serve (e.g. age, gender,
operations, reduce your risks, the company's value are trying to meet. customer segments. How will location, interests, languages,
and get a competitive proposition. • List the products and services you interact with them? habits, etc.).
advantage. you offer to solve the problem
or meet the needs of your
customers.
• Also include in this section your
unique selling proposition
(USP) that will distinguish you
from your competitors.
Key Resources Channels
• List the resources that are • List the different channels you
necessary to create value for will be using to deliver your
your customers. These value proposition to your
resources could be human, targeted customers. An
financial, physical and organization can reach its
intellectual. clients through its own
channels, partner channels, or
a combination of both.
• Estimate how much you are planning to spend on Product development, Marketing, • Estimate how much you are planning to earn from your different sources of revenue.
Sales, Website design & development, etc. • Estimate your earnings based on your costs and revenues.
In the next slides, you’ll see a small preview of the Phase IV of our 6-phase
approach
1. Business idea generator 1. Key partners 1. Data required to validate 1. Problem to solve & 1. Key performance 1. Three financial
2. Business ideas 2. Key activities or invalidate our critical solution indicators (KPIs) statements
prioritization assumptions 2. Mission, vision & dashboard 2. Financial models
3. Key resources
2. Methods to get the strategic objectives 2. Action plan 3. Company’s financial
4. Value propositions required data 3. Target market 3. Monthly budget performance analysis
5. Customer relationships 3. New data and insights 4. Market analysis 4. New data and insights 4. Top 3 business valuation
6. Channels 4. Impacts on our business methods
5. Competitor analysis 5. Impacts on our business
7. Customer segments model and business plan and business model 5. Venture Capital 101
ideas prioritization 6. Marketing plan
8. Cost structure 6. Investor & Startup Term
7. Business structure
9. Revenue stream Sheet
8. Financial plan
10.Identify your most critical
assumptions
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Business Plan key success factors
1
…well structured
2
…simple
3
…concise
4
…visually
attractive
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An effective business plan needs to answer the following top 10 questions:
Effective
How will you reach your Vision? Business What will be your marketing plan?
Plan
What are the economics of
What do you offer?
your business?
What is the capital requirement to get
How big is the market you are entering?
your business started?
Customer Marketing
Segments Plan
Insert your own text Insert your own text
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Competitor Comparison (1/2)
Replace this text by the main takeaway of this slide.
Compare your competitors with
the most relevant criteria. This
will depend on your industry and
what you want to emphasize
Competitor A Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Competitor B Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Competitor D Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
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Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text Insert your own text
Political Technological
• Replace the text by your own text • Replace the text by your own text
• Replace the text by your own text
• Replace the text by your own text
P T • Replace the text by your own text
• Replace the text by your own text
• Replace the text by your own text • Replace the text by your own text
Economical Legal
• Replace the text by your own text • Replace the text by your own text
• Replace the text by your own text
• Replace the text by your own text
• Replace the text by your own text
E PESTLE L • Replace the text by your own text
• Replace the text by your own text
• Replace the text by your own text
Social Environmental
• Replace the text by your own text • Replace the text by your own text
• Replace the text by your own text
• Replace the text by your own text
S E • Replace the text by your own text
• Replace the text by your own text
• Replace the text by your own text • Replace the text by your own text
Product name Key Customer Benefits Key Features Unique Selling Proposition (USP)
Insert the name Insert your own text Insert your own text Insert your own text
of your product
or service
Insert the name Insert your own text Insert your own text Insert your own text
of your product
or service
Insert the name Insert your own text Insert your own text Insert your own text
of your product
or service
Product name Key Customer Benefits Key Features Unique Selling Proposition (USP)
Insert the name A Product Benefit is what the user Features mean the characteristics It defines your company’s unique
of your product gets from the product rather than its by which products are identified and position in the marketplace. It is an
or service physical characteristics or features differentiated. It usually comprises often overlooked but very important
shapes, colors, functions and uses element of creating a business that
customers love. A strong unique
selling proposition allows you to
stand apart from competitors and
actively focus your energy on
creating things that cater to your
ideal group of customers
26
In the next slides, you’ll see a small preview of the Phase V of our 6-phase
approach
1. Business idea generator 1. Key partners 1. Data required to validate 1. Problem to solve & 1. Key performance 1. Three financial
2. Business ideas 2. Key activities or invalidate our critical solution indicators (KPIs) statements
prioritization assumptions 2. Mission, vision & dashboard 2. Financial models
3. Key resources
2. Methods to get the strategic objectives 2. Action plan 3. Company’s financial
4. Value propositions required data 3. Target market 3. Monthly budget performance analysis
5. Customer relationships 3. New data and insights 4. Market analysis 4. New data and insights 4. Top 3 business valuation
6. Channels 4. Impacts on our business methods
5. Competitor analysis 5. Impacts on our business
7. Customer segments model and business plan and business model 5. Venture Capital 101
ideas prioritization 6. Marketing plan
8. Cost structure 6. Investor & Startup Term
7. Business structure
9. Revenue stream Sheet
8. Financial plan
10.Identify your most critical
assumptions
27
Key Performance Indicators (KPIs) Dashboard
Business name: [insert your business name or logo]
Vision: [insert your Vision or what you are trying to become]
Capital Total Revenue Total Cost
$100k $10k $40k
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See below multiple screenshots from the Phase V.
29
In the next slides, you’ll see a small preview of the Phase VI of our 6-phase
approach
1. Business idea generator 1. Key partners 1. Data required to validate 1. Problem to solve & 1. Key performance 1. Three financial
2. Business ideas 2. Key activities or invalidate our critical solution indicators (KPIs) statements
prioritization assumptions 2. Mission, vision & dashboard 2. Financial models
3. Key resources
2. Methods to get the strategic objectives 2. Action plan 3. Company’s financial
4. Value propositions required data 3. Target market 3. Monthly budget performance analysis
5. Customer relationships 3. New data and insights 4. Market analysis 4. New data and insights 4. Top 3 business valuation
6. Channels 4. Impacts on our business methods
5. Competitor analysis 5. Impacts on our business
7. Customer segments model and business plan and business model 5. Venture Capital 101
ideas prioritization 6. Marketing plan
8. Cost structure 6. Investor & Startup Term
7. Business structure
9. Revenue stream Sheet
8. Financial plan
10.Identify your most critical
assumptions
30
There are 6 categories of financial ratios that can be used to analyze a company’s
performance
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1.Efficiency ratios are typically used to analyze how well a company uses its
assets and liabilities internally
Inventory turnover
COGS / Average inventory The length of time it takes a company to sell inventory Insert your own text
ratio
Accounts receivable Sales / Average accounts The length of time it takes a company to collect accounts
Insert your own text
turnover ratio receivable receivable
Asset turnover ratio Sales / Average net assets The efficiency of asset usage within a company Insert your own text
Working capital Sales / Average working How effectively is a company using its working capital
Insert your own text
turnover ratio capital (= current assets – current liabilities) to generate sales
Discounted Cash Flow Valuation Model Financial Model with different Scenarios
Insert below your scenario #
Scenario
1
Actuals Estimates
2013A 2014A 2015A 2016E 2017E 2018E 2019E 2020E
Selected scenario: 1.Street scenario
Y/Y revenue growth (%) 18% 18% 18% 18% 18%
COGS as a % of revenue 17% 17% 17% 17% 17%
Selling expenses as a % of revenue 25% 25% 25% 25% 25%
1.Street scenario
Y/Y revenue growth (%) 19% 19% 16% 18% 18% 18% 18% 18%
COGS as a % of revenue 18% 17% 15% 17% 17% 17% 17% 17%
Selling expenses as a % of revenue 27% 24% 22% 25% 25% 25% 25% 25%
2.Optimistic scenario
Y/Y revenue growth (%) 19% 19% 16% 19% 19% 19% 19% 19%
COGS as a % of revenue 18% 17% 15% 15% 15% 15% 15% 15%
Selling expenses as a % of revenue 27% 24% 22% 22% 22% 22% 22% 22%
3.Pessimistic scenario
Y/Y revenue growth (%) 19% 19% 16% 16% 16% 16% 16% 16%
COGS as a % of revenue 18% 17% 15% 18% 18% 18% 18% 18%
Selling expenses as a % of revenue 27% 24% 22% 27% 27% 27% 27% 27%
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Structure of the Toolkit
The Business Plan and Entrepreneurship Toolkit includes 200 Powerpoint slides and 30 Excel sheets
categorized in 5 folders that you can download on your device immediately after your purchase.
+
200 editable Powerpoint slides* 30 editable Excel sheets*
1 2 3 4 5 6 7
Overview and I. Generate Business II. Define your III. Gather data to IV. Build a Business V. Implement your VI. Estimate the Value
approach Ideas and Select One Business Model and Validate or Invalidate Plan Business Plan of your Business and
Identify your Critical your Critical Raise Funds
Assumptions Assumptions
*Please note that the number of Powerpoint slides and Excel sheets listed is the number of unique slides and sheets. For example, a Powerpoint slide
that has been duplicated to facilitate the understanding of our clients only count for 1 Powerpoint slide.
34
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price with the Gold Business & Consulting Package
Get the job done quicker and never We have worked 20,000+ hours
Improve your skills & capabilities
start from scratch again with our over the past 5 years to create the
and meet your professional goals by
ready-made & fully editable world’s best Business & Consulting
learning how the Fortune 100 and
Frameworks, Tools & Templates in Toolkits. Don’t reinvent the wheel.
Global Consulting Firms do it.
Powerpoint & Excel. Download now.
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What our clients say about our Toolkits
Review imported from Facebooks, Amazon and Klaviyo
37
Join the 200,000+ Executives, Consultants & Entrepreneurs leveraging our Business &
Consulting Toolkits to improve the performance of their organization and boost their own
career.
4.8
Number of countries leveraging our Business & Consulting Toolkits Number of professionals
leveraging our Business &
160+ Consulting Toolkits
200,000+
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