Colorado Leeds School of Business
frank Moyes
home
bio
courses
resources
  Business Plan Preparation - esbm 4830 | course organization !    
 

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 Topic: Choosing Good Opportunities
Assig: Review ESBM 3700 materials on opportunity recognition
Activt: Discuss & evaluate your Business Concept Description in class

Email resume
  Sept 8 (Fri) Assig: Email Business Concept to Instructor by 1:00pm

Email Business Concept
3 Sept 11 (Mon) Instructor to email list of concepts selected for the business plans
Topic: Framework for writing the business plan
 
  Sept 13 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) Workshop 6:00 pm Financial Projections Model  
  Nov 8 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 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)
FINANCIAL PLAN (IS, BS, CF & Assumptions (4 spreadsheets)

MANAGEMENT PLAN

  Dec 2 (Sat) Practice presentations (optional)
 
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


 

   
 
back to top