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What? Me Plan?  Sabrina Parsons CEO sabrina@paloalto.com  September 20, 2008 Oregon Small Business Fair
Logistics ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Copyright 2005 Sabrina Parsons All Rights Reserved
Introductions ,[object Object],[object Object],Copyright 2005 Sabrina Parsons All Rights Reserved
Control Your Destiny Copyright 2005 Sabrina Parsons All Rights Reserved
Why Plan? Copyright 2005 Sabrina Parsons All Rights Reserved You are here now You want to go here
It’s a Process, Not Just a Plan Copyright 2005 Sabrina Parsons All Rights Reserved
Step 1: Situation Analysis Copyright 2005 Sabrina Parsons All Rights Reserved Situation Strategy Plan
Ideas vs. Opportunities Copyright 2005 Sabrina Parsons All Rights Reserved
Know Your Market Copyright 2005 Sabrina Parsons All Rights Reserved
What, Who, and How Many Copyright 2005 Sabrina Parsons All Rights Reserved
What’s the Problem? Copyright 2005 Sabrina Parsons All Rights Reserved Market Needs And What’s Your Solution?
Understand Market Segmentation Copyright 2005 Sabrina Parsons All Rights Reserved Laggards Early Adapters Opinion Leaders
Do Your Homework Copyright 2005 Sabrina Parsons All Rights Reserved
Simple Potential Market Copyright 2005 Sabrina Parsons All Rights Reserved
Keys to Success Copyright 2005 Sabrina Parsons All Rights Reserved
Competitive Advantage Copyright 2005 Sabrina Parsons All Rights Reserved Lowest  Price! Always! We Will Match Anybody! Free  parking! Technical Excellence
Step 2: Strategy Copyright 2005 Sabrina Parsons All Rights Reserved Situation Strategy Plan
Strategy is Focus Copyright 2005 Sabrina Parsons All Rights Reserved The more priorities or key points included... The less likelihood of implementation... Focus
Strategy is Tailored Copyright 2005 Sabrina Parsons All Rights Reserved
Strategy is Realistic Copyright 2005 Sabrina Parsons All Rights Reserved
Step 3: The Plan  Copyright 2005 Sabrina Parsons All Rights Reserved Situation Strategy Plan
Make it Concrete and Specific Copyright 2005 Sabrina Parsons All Rights Reserved
The Standard Outline Copyright 2005 Sabrina Parsons All Rights Reserved Executive Summary Company Description Product/Service Description Market Analysis Strategy/Implementation Summary Management Team Financial Plan ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Tailor the Outline for Your Needs Copyright 2005 Sabrina Parsons All Rights Reserved Executive Summary Company Description Product/Service Description Market Analysis Strategy/Implementation Summary Management Team Financial Plan
Objectives Must be Measurable Copyright 2005 Sabrina Parsons All Rights Reserved
Do the Numbers Copyright 2005 Sabrina Parsons All Rights Reserved Sales Forecast Personnel Plan Profit or Loss Past Results Balance Sheet
Profits  ≠  Cash Copyright 2005 Sabrina Parsons All Rights Reserved
Copyright 2005 Sabrina Parsons All Rights Reserved
Copyright 2005 Sabrina Parsons All Rights Reserved
Business Plans vs Tax Accounting Copyright 2005 Sabrina Parsons All Rights Reserved
Educate Your Guesses Copyright 2005 Sabrina Parsons All Rights Reserved
Sample Milestones Copyright 2005 Sabrina Parsons All Rights Reserved
Step 4: Make it Happen Copyright 2005 Sabrina Parsons All Rights Reserved
Measure a Plan by its Implementation Copyright 2005 Sabrina Parsons All Rights Reserved Your bank account --- Your bank account, if there had been no plan Value of the business plan
The  Complete  Planning Process Copyright 2005 Sabrina Parsons All Rights Reserved Follow-up Actions Results Plan Realistic Specific Simple
Thank You  ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Copyright 2005 Sabrina Parsons All Rights Reserved
End of Presentation Additional slides background only

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What me Plan?

  • 1. What? Me Plan? Sabrina Parsons CEO sabrina@paloalto.com September 20, 2008 Oregon Small Business Fair
  • 2.
  • 3.
  • 4. Control Your Destiny Copyright 2005 Sabrina Parsons All Rights Reserved
  • 5. Why Plan? Copyright 2005 Sabrina Parsons All Rights Reserved You are here now You want to go here
  • 6. It’s a Process, Not Just a Plan Copyright 2005 Sabrina Parsons All Rights Reserved
  • 7. Step 1: Situation Analysis Copyright 2005 Sabrina Parsons All Rights Reserved Situation Strategy Plan
  • 8. Ideas vs. Opportunities Copyright 2005 Sabrina Parsons All Rights Reserved
  • 9. Know Your Market Copyright 2005 Sabrina Parsons All Rights Reserved
  • 10. What, Who, and How Many Copyright 2005 Sabrina Parsons All Rights Reserved
  • 11. What’s the Problem? Copyright 2005 Sabrina Parsons All Rights Reserved Market Needs And What’s Your Solution?
  • 12. Understand Market Segmentation Copyright 2005 Sabrina Parsons All Rights Reserved Laggards Early Adapters Opinion Leaders
  • 13. Do Your Homework Copyright 2005 Sabrina Parsons All Rights Reserved
  • 14. Simple Potential Market Copyright 2005 Sabrina Parsons All Rights Reserved
  • 15. Keys to Success Copyright 2005 Sabrina Parsons All Rights Reserved
  • 16. Competitive Advantage Copyright 2005 Sabrina Parsons All Rights Reserved Lowest Price! Always! We Will Match Anybody! Free parking! Technical Excellence
  • 17. Step 2: Strategy Copyright 2005 Sabrina Parsons All Rights Reserved Situation Strategy Plan
  • 18. Strategy is Focus Copyright 2005 Sabrina Parsons All Rights Reserved The more priorities or key points included... The less likelihood of implementation... Focus
  • 19. Strategy is Tailored Copyright 2005 Sabrina Parsons All Rights Reserved
  • 20. Strategy is Realistic Copyright 2005 Sabrina Parsons All Rights Reserved
  • 21. Step 3: The Plan Copyright 2005 Sabrina Parsons All Rights Reserved Situation Strategy Plan
  • 22. Make it Concrete and Specific Copyright 2005 Sabrina Parsons All Rights Reserved
  • 23.
  • 24. Tailor the Outline for Your Needs Copyright 2005 Sabrina Parsons All Rights Reserved Executive Summary Company Description Product/Service Description Market Analysis Strategy/Implementation Summary Management Team Financial Plan
  • 25. Objectives Must be Measurable Copyright 2005 Sabrina Parsons All Rights Reserved
  • 26. Do the Numbers Copyright 2005 Sabrina Parsons All Rights Reserved Sales Forecast Personnel Plan Profit or Loss Past Results Balance Sheet
  • 27. Profits ≠ Cash Copyright 2005 Sabrina Parsons All Rights Reserved
  • 28. Copyright 2005 Sabrina Parsons All Rights Reserved
  • 29. Copyright 2005 Sabrina Parsons All Rights Reserved
  • 30. Business Plans vs Tax Accounting Copyright 2005 Sabrina Parsons All Rights Reserved
  • 31. Educate Your Guesses Copyright 2005 Sabrina Parsons All Rights Reserved
  • 32. Sample Milestones Copyright 2005 Sabrina Parsons All Rights Reserved
  • 33. Step 4: Make it Happen Copyright 2005 Sabrina Parsons All Rights Reserved
  • 34. Measure a Plan by its Implementation Copyright 2005 Sabrina Parsons All Rights Reserved Your bank account --- Your bank account, if there had been no plan Value of the business plan
  • 35. The Complete Planning Process Copyright 2005 Sabrina Parsons All Rights Reserved Follow-up Actions Results Plan Realistic Specific Simple
  • 36.
  • 37. End of Presentation Additional slides background only

Notas do Editor

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