Plans and Pitches Plans and Pitches 5 Planning Fundamentals

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Start, Run & Grow Your Business

This work is licensed under a Creative Commons Attribution 3.0 Unported License.

Plans and Pitches The PowerPoint slide decks provided to instructors as part of the Start, Run & Grow Your Business curriculum , created by Tim Berry, are licensed under a Creative Commons Attribution 3.0 Unported License. This license gives instructors the right to share, remix and make commercial use of the PowerPoint slide decks, with proper attribution to Tim Berry, the curriculum author.

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Plans and Pitches    

Fundamentals The Heart of the Plan Flesh and Bones D Dressing i and d Growing G i

5 Planning Fundamentals 1. 2. 3. 4. 5.

It’s About Results Form Follows Function Planning is Management Pl Planning i M Manages Ch Change Planning Is Not Accounting

Handout: Plans and Pitches 1

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Putting It Together 

 

You’ve done your plan in assignments – Overview and summary – Market analysis – Startup S costs – Sales forecast – Profit and Loss Now pull it together Tell your story

Plans and Pitches    

Fundamentals The Heart of the Plan Flesh and Bones D Dressing i and d Growing G i

The Heart of the Plan STRATEGY

IDENTITY

TARGET MARKET

STRATEGIC FOCUS

Handout: Plans and Pitches 2

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Plans and Pitches    

Fundamentals The Heart of the Plan Flesh and Bones D Dressing i and d Growing G i

Action Plan: What? When?

Image source: Business Plan Pro

Milestones Make a Plan Real

Image source: Business Plan Pro

Handout: Plans and Pitches 3

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Forecast Your Sales

Expense Budget

Image source: Business Plan Pro

Startup Plan

Handout: Plans and Pitches 4

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Cash Traps

Plans and Pitches    

Fundamentals The Heart of the Plan Flesh and Bones D Dressing i and d Growing G i

Form Follows Function

Handout: Plans and Pitches 5

Start, Run & Grow Your Business

Sales Forecast

Plan Cash Flow

Profit or Loss

Balance Sheet

Starting Balance Personnel Plan

CASH

Dress It As Needed

The Formal Plan

Handout: Plans and Pitches 6

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The Formal Plan Document

Plan vs. Actual Planned Variance

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Actual

Make it Happen Next Steps

Handout: Plans and Pitches 7

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