Colorado Leeds School of Business
frank moyes   Business Plan Preparation - esbm 4830 | course organization    
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ESBM 4830 & EMEN 4825

Business Plan Preparation

Course Organization

Fall 2006

 

Week

Date

Topic/Assignment/Activity

E-mail/Hand-In

1

Aug 30

Topic: Introductions & Class Organization

Business Concept Description

Activt: Discuss your ideas

 

2

 

Sept 6

 

 

 

 

 

Sept 8

   (Fri) 

Topic: Choosing Good Opportunities

Assig: Review ESBM 3700 materials on

opportunity recognition

Activt: Discuss & evaluate your Business

Concept Description in class

 

Assig: Email Business Concept to Instructor

by 1:00pm

Email resume

 

 

 

 

 

Email Business Concept

3

Sept 11                  (Mon)

 

Sept 13

Instructor to email list of concepts selected for the business plans

 

Topic: Framework for writing the business plan

Market research

Importance of Validation

Interviews & Call Reports

Assig: Read Mullins Ch 10

Review Writing a Successful Business Plan BP

Activt: Students whose ideas are selected are

to make short presentation to the class.

Organize teams

 

4

Sept 20

 

Topic: MARKET ANALYSIS

Opportunity/Need

Segmentation

Value Proposition

Financial COMP’s

Model Company

Assig: read BP pp 8 -10

Read Mullins Ch 3

Evaluate examples of Business Plans on website. Critique MRP & Hecho en Casa

Activt: Discuss MRP & Hecho en Casa plans

Interview List


5

Sept 27

 

 

Topic: INDUSTRY ANALYSIS

COMPETITIVE ADVANTAGE

Value Chain analysis

Business Model

Assig: Read BP pp 11-13, p 27

Read Mullins Ch 4 & 5

Read Business Model Assignment

Activt: Opportunity/Need (F)

Value Proposition (F)

Opportunity/Need

Value Proposition

 

6

Oct 4

 

Topic: PRODUCT/SERVICE

Features & Benefits

Margins

Elevator Speech

Investor Presentations

Assig: Read BP pp 6-7

Activt: Prelim Market Analysis Res (F)

Prelim Interview Results (F)

Practice elevator speeches

 

7

Oct 11

Topic: MARKETING PLAN

Revenue Model

Customer Surveys

Assig: Read BP pp 14-18

Activt: Prelim Industry Analysis Res (F)

Model Company Description (F)

10 Call Reports

Prel. Competitive Matrix

Model Company description

 

8

Oct 18

Topic: OPERATIONS PLAN

Supply Chain

Walk an Order

DEVELOPMENT PLAN

Assig: Read BP pp 19-21, p22

Activt: Review status of Plans. Answer

questions

Customer survey questionnaire

9

Oct 25

Activt: Business Model (see Business Model

Assignment) (P)

All teams present (6-8 slides)

Business Model Assignment

 

10

Nov 1

 

Topic: FINANCIAL PLAN

FINANCIAL PROJECTIONS

Risk

Customer acquisition costs

Assig: Read BP pp 27-30

Review Financial Model – download from website

Activt: Prelim. Customer Survey Results (F)

 

11

Nov 6 

(Mon)

 

 Nov 8

Workshop 6:00 pm Financial Projections Model

 

 

Activt: Marketing Plan (F)

All teams present (6 slides)

 

 

 

MARKETING PLAN

Customer Survey Results

12

Nov 15

 

Topic: FUNDING PLAN

Offering & Valuation

EXECUTIVE SUMMARY

MANAGEMENT PLAN

Assig: Read BP p 25

Read P pp 31-3, p 4

Activt: Operations Plan (F)

Development Plan (F)

OPERATIONS PLAN DEVELOPMENT PLAN

Preliminary 5 yr Income Statement.

Customer Acq. Costs

 

 

 

Thanksgiving Break

 

13

Nov 29

 

 

 

 

 

 

 

 

Dec 2

(Sat)

Topic: Publishing Your Plan

Investor Presentations

Assig: Review Investor presentations (wk 6)

Activt: Meet with each team to review:

Financial Plan (Financial Projections Model, key assumptions)

Funding Plan (Offering, Valuation, Sources & Uses, Risks)

 

Practice presentations (optional)

FINANCIAL PLAN (IS, BS, CF & Assumptions (4 spreadsheets)

MANAGEMENT PLAN

 

14

  Dec 6

Activt: Business Plan Presentation

FCQ’s

Peer Evaluations

2 copies Business Plan

2 copies of slides

1 copy financial model

15

Dec 13

Business Plan Competition

Reception & Presentation

 

BP: Writing a Successful Business Plan

F: In the Fire Session

Note: sections of the Business Plan are shown in CAPS

 



   
 
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