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Title: The Pitch-Then-Plan Business Planning Template Author: Charles Eason Last modified by: Default Created Date: 6/1/2005 3:42:13 PM Document presentation format – PowerPoint PPT presentation

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Title: Your Name(s)


1
Organization Name
  • Your Name(s)
  • Title
  • Contact Information
  • Sunday, November 29, 2015

2
Problem
  • Describe the pain that youre taking away. The
    goal is to get everyone nodding and buying in.
  • Try to personalize the problem
  • Example If you go to five travel sites, you
    will be presented with five completely different
    offers. Visiting each site and comparing trip
    packages is time-consuming and confusing.

3
Solution
  • Explain how you take away this pain. Ensure that
    the audience clearly understands what you sell
    and your value proposition (how does your
    solution create value for the customer?)
  • Describe the technology, secret sauce, or magic
    behind your product or service
  • Example We are a discount travel website. We
    software that searches all the other travel sites
    and collates price quotes into one report.

4
Business Model
  • Explain how you make money who pays you,
    channels of distribution, and gross margins
  • Generally, a unique, untested business model is a
    scary proposition
  • If you truly have a revolutionary business model,
    explain it in terms of familiar ones
  • Think of eBay We charge a listing fee plus a
    commission.

5
Positioning
  • Describe your position in the marketplace What
    do you want to first come to mind when your
    customer thinks of your company or
    product/service?
  • What stories are the competitors selling?
  • What story will you tell potential customers?
  • Example Wal-Mart is telling the story of low
    prices everyday.

6
Marketing and Sales
  • Explain how you are going to identify and reach
    your customers
  • Convince the audience that you have an effective
    go-to-market strategy
  • Example We can reach the majority of the
    primary buyers of our educational software
    through two national trade shows and four primary
    regional shows.

7
Competition
  • Provide a complete view of the competitive
    landscape
  • What is your competitive advantage?
  • Dont dismiss your competition customers,
    investors, employees want to hear why youre
    good, not why the competition is bad

8
The Team
  • List the key players of your management team,
    board of directors, advisors, as well as any
    major investors
  • Discuss your teams production, marketing, and
    financial expertise
  • Discuss what are the holes in the team and how
    you plan to fill them

9
Financial Projections
  • Key Assumptions
  • Assumption 1
  • Assumption 2
  • Assumption 3
  • Note To edit the spreadsheet, right click and
    then open Excel worksheet object. You can either
    type numbers directly on Tab 7 b of the Excel
    file or attempt to complete the entire Excel
    workbook which then fills in Tab 7b . Make sure
    to save with Tab 7b showing.

10
Milestones
  • Current status of your product or service
  • Any accomplishments to date
  • What the near term future looks like
  • If you are seeking money from investors, what
    would you spend the money on?
  • Next steps
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