Planteamiento Cuantitativo del Problema
Type in the name of your organization and press Enter.
Implica afinar ideas
If you win the investment or support that you need, where will you start?
Risks
Risk
- How will you manage risk in your plan? What could go wrong?
- How are you planning to reduce the chances of a problem occurring?
- How are you planning to reduce the impact if it does?
Add a risk.
Next steps
Next step
- What are the next steps in your plan?
- If you win support, where will you begin?
- If you don't, what is your backup plan?
Add the next step.
Milestones
Milestone
What are the key points in the implementation of your plan? How will you know that you are making real progress?
Think about:
- Signing key agreements and contracts
- Appointing new staff
- Completing development and design work
- Events and campaigns
- First production
- First sales
- First press coverage and reviews
Add a milestone.
Criterios
You will need credible forecasts of profitability and strategic benefits if you are proposing investment in your business.
Tratar problemas medibles o formulables
Profit and loss highlight
Your profit and loss (or income) forecasts should detail where, when and how profitability will be achieved.
Add a highlight from your Profit and Loss forecast.
Consider making forecasts for year 1, year 2 and year 3 of your plan.
Formular preguntas
Balance sheet highlight
How will your balance sheet change as a result of this initiative?
- What new assets will you gain?
- What liabilities will you take on?
- How will the ownership of equity change?
Add a key point from the balance sheet forecast.
Relacionar variables
Cost highlight
How will your costs base change as a result of your initiatives? Think about:
- Changes in fixed costs and overheads
- Changes in variable costs with volume
- Changes in variable costs with better equipment, better processes or better product design
- Changes in materials costs with volume
Add a key point from the costs forecast.
Delimitar el problema
Sales highlight
How will sales increase as a result of your initiatives? Think about:
- Increased sales volume
- Increased average value of sales
- Increased sales to existing customers
- Opening up new markets and segments
Add a key point from the sales forecast.
Puede estar dirigido a:
It must be clear to investors what you are asking for, when you need it and when & how it will be repaid - in short, what value they will get for their investment.
Explicar
Relacionar
Return or repayment
Add highlights of the return or repayment plan for investors. Consider:
- Equity ownership and rising value of equity
- Equity buy-back
- Other benefits, e.g. future stock options
- Repayment of capital
Describir
Investment purpose
Add a sum-up of how this investment will be spent. Include:
- Purchasing assets
- Paying wages or overheads
- Buying stock and materials
- Investing in training or advisors
- Servicing loans
Explorar
Investment schedule
Add a summary of how much is required and when.
Elementos:
Investors will ask: how well do you know your customers and your market? Your business plan should show that you are targeting your market by well-defined segments and are focused on creating value for customers.
Deficiencias
Nuevas perspectivas
Estados del conocimiento
Viabilidad
Implicaciones y consecuencias del estudio
Alcances del estudio
Disponibilidad de recursos
Add an organization that can compete with you, either now or in the future. Think about all alternatives that the customer may have, including doing nothing or addressing their problem in a completely different way.
Strategies
Strategy
How will you compete effectively?
Add an element of your competitive strategy. Think about:
- Outperforming them on their strengths
- Outperforming them on their weaknesses
- Having a better value proposition
- Being different and difficult to compare
- Offering additional benefits
- Offering a better customer experience
Weaknesses
Weakness
What do the competitors do that is less attractive than your product or service?
Do they have:
- Higher pricing?
- Lower performance or unreliability?
- A complex proposition that is difficult to understand?
- A poor reputation for value?
- Poor customer service?
- An inconvenient location?
Strengths
Strength
What do the competitors do that is more attractive than your product or service?
Do they have:
- Better pricing or total cost of ownership?
- A more up-to-date design?
- Better performance and reliability?
- A good brand name and reputation?
- Good customer service?
- Additional benefits?
Product or service
Describe the competing product or service
- Do they compete with you now or will they compete with you in the future?
- What do they provide that competes with you?
- Does it directly compete, or offer an alternative way to solve the problem?
Justificación
Por qué y para qué del estudio
Who are your customers? Add a target customer segment. Groupings might include:
- ... by industry or trade
- ... by speciality or job role
- ... by region or locality
- ... by knowledge, concern, interest or need
- ... by demographic (e.g. age, gender, education, income)
Additional info
Solutions
What solutions are you offering for customers in this segment? What value do you create for them?
Add a solution.
Needs
What are the needs and interests of the customers in this segment? What do they value? How do they select their purchases?
Add a customer need.
Pain points
What problems and pain points do the customers in this segment face?
Add a pain point.
Profile
What is the characteristic of the customers in this segment?
How do you identify your potential customers?
Add a characteristic of the future customer.
Segment size
Size
What is the estimated size and value of this segment?
What proportion of the segment is potential customer for you, taking into account competitors, market maturity and demand?
Preguntas
Claras y el propósito del estudio
What market position are you aiming at?
Think about:
- What segment you target
- How you compete
- Your 'brand values' - what you are known for
- Your visibility in the market
- How your competitors regard you
- How your positioning needs to change
Objetivos
Guías del estudio
Add some key points about the industry you are working in.
- What industry sector are you competing in?
- What are the characteristics of this sector?
- What kind of changes or trends are happening?
- What are the driving forces for change?
- Which parts are growing or shrinking?
Puede servir para:
Provide your investors with a clear picture of your business: how it is structured, who owns it, who runs it, and how it is doing so far?
Determinar implicaciones
Achievement
Add some information about your successes and achievements. Think about:
- Significant orders placed
- High profile customers you have won
- Innovative 'firsts'
- Case studies
- Awards, endorsements and recognition
- Accreditation, such as certification to ISO standards
- Patents and rights held
Determinar causalidad
Relationship
Add some information about important partnerships. Think about:
- Organisations you have partnered with
- The strategic advantages of relationships
- What dependencies you have on other partners
- Participation in industry associations
- Independent professional advisors and coaches
Establecer precedentes
Key team member
Who are the key members of your management team, and what are their skills and experience?
Interpretar
Financial structure
Add some information about the capital finance situation at your company.
- Who owns your company? Are you part owned by anyone else?
- Do you have shareholders?
- How would the shareholding change with financial support for this business plan?
Comparar
Regulatory condition
Add some information about the regulatory environment that affects your company. Apart from company law, what other regulations apply to your sector? Consider:
- Bodies or associations with a code of conduct
- Privacy and data protection
- Insurance requirements
- Health & safety
- Professional training standards
- Equality and opportunity regulations
- Working with vulnerable groups
Evaluar
Governance
Add some information about the governance of your organization.
- How are you governed and managed?
- Do you have a board of directors?
- Who is accountable to the owners?
- Who takes the key decisions?
Legal status
What is the legal status of your organization? Are you a sole trader, a limited company with shareholders, or a non-profit?
