2. 2 www.slidebooks.com2
Aurelien Domont
SlideBooks Consulting
Managing Director
“Save weeks of work by using our editable
Powerpoint template ”
“Increase your change to raise funds by
using slides created by top tier Consultants
(Ex-Deloitte & McKinsey)”
Purpose of this document
3. 3 www.slidebooks.com3
Table of content
“Fill in the blanks” Investor Pitch Template with explanatory slides1
“Fill in the blanks” Investor Pitch Template without explanatory slides2
Discounted Business bundles available at www.slidebooks.com3
4. 4 www.slidebooks.com4
Investor Pitch
Company Name:
Date:
Founders/Owners:
Address:
Email:
Phone:
Example name
08/10/2014
John Example
4 Example Road, New York
Example@business.com
04 20 30 40 50
5. 5 www.slidebooks.com5
Table of content
1. Executive summary
2. Context, idea and rationale
3. Mission statement, goals and objectives
4. Market analysis
4.1. Target market
4.2. Market size
4.3. Market growth
4.4. Market profitability
4.5. Market trends
4.6. Key success factors
5. Competitor analysis
5.1. Competitor identification
5.2. Competitor comparison
5.3. Competitor positioning
5.4. Competitor ranking
5.5 key findings
6. Marketing plan
6.1. Overview
6.2. Product
6.3. Price
6.4. Place
6.5. Promotion
7. Organizational plan
7.1. Team of founders
7.2. Business legal form
7.3. Organizational form
7.4. Key personnel
7.5. Key external contacts
7.6. Office and plant locations
8. Financial plan
8.1. Overview
8.2. Set-up costs
8.3. Start-up capital
8.4. Profit and loss forecast
8.5. Cash flow forecast
8.6. Balance sheet forecast
8.7. Financial ratios
9. Action plan
10. Exhibits
6. 6 www.slidebooks.com6
1. Executive summary
1. Executive summary
2. Context, idea and rationale
3. Mission statement, goals and objectives
4. Market analysis
4.1. Target market
4.2. Market size
4.3. Market growth
4.4. Market profitability
4.5. Market trends
4.6. Key success factors
5. Competitor analysis
5.1. Competitor identification
5.2. Competitor comparison
5.3. Competitor positioning
5.4. Competitor ranking
5.5 key findings
6. Marketing plan
6.1. Overview
6.2. Product
6.3. Price
6.4. Place
6.5. Promotion
7. Organizational plan
7.1. Team of founders
7.2. Business legal form
7.3. Organizational form
7.4. Key personnel
7.5. Key external contacts
7.6. Office and plant locations
8. Financial plan
8.1. Overview
8.2. Set-up costs
8.3. Start-up capital
8.4. Profit and loss forecast
8.5. Cash flow forecast
8.6. Balance sheet forecast
8.7. Financial ratios
9. Action plan
10. Exhibits
7. 7 www.slidebooks.com7
1. Executive summary
Guiding principles (1/2)
…to be short
(1-2 slides)
…to be done at the
very end, even if it
is the first section of
your business plan
…to be very
convincing, as some
stakeholders may not
have/take time to read
the rest of your
document
An executive summary needs…
…to be well
structured
8. 8 www.slidebooks.com8
1. Executive summary
Guiding principles (2/2)
An executive summary should answer
some key questions such as:
What is your idea?
Why is it a good idea?
What products and services do you offer?
Who are your customers?
Who are your key competitors?
What is your marketing plan?
What is your Organizational plan?
What are your financial projections?
9. 9 www.slidebooks.com9
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1. Executive summary
Template
• Main conclusion
Deal offer
Context, idea
and rationale
Mission
Statement,
Goals and
Objectives
Market
Analysis
Competitor
Analysis
Marketing
Plan
Financial
Plan
Timeline
Organizational
Plan
10. 10 www.slidebooks.com10
2. Context, idea and rationale
1. Executive summary
2. Context, idea and rationale
3. Mission statement, goals and objectives
4. Market analysis
4.1. Target market
4.2. Market size
4.3. Market growth
4.4. Market profitability
4.5. Market trends
4.6. Key success factors
5. Competitor analysis
5.1. Competitor identification
5.2. Competitor comparison
5.3. Competitor positioning
5.4. Competitor ranking
5.5 key findings
6. Marketing plan
6.1. Overview
6.2. Product
6.3. Price
6.4. Place
6.5. Promotion
7. Organizational plan
7.1. Team of founders
7.2. Business legal form
7.3. Organizational form
7.4. Key personnel
7.5. Key external contacts
7.6. Office and plant locations
8. Financial plan
8.1. Overview
8.2. Set-up costs
8.3. Start-up capital
8.4. Profit and loss forecast
8.5. Cash flow forecast
8.6. Balance sheet forecast
8.7. Financial ratios
9. Action plan
10. Exhibits
11. 11 www.slidebooks.com11
2. Context, idea and rationale
Template (1/2)
Insert a description of your background or your organization background (professional
experience, skills, etc.)
Insert the origin of your idea
Insert a brief description of your idea
Context
Idea
description
12. 12 www.slidebooks.com12
2. Context, idea and rationale
Template (2/2)
Reason #1
title (e.g.
high
potential
customer
demand)
Reason #2
title (e.g.
Distribution
competitive
advantage)
Reason #3
title (e.g. Low
cost)
Describe the reason #1
Describe the reason #2
Describe the reason #3
Rationale
Insert the key reasons which explain why you think it is a
good idea
13. 13 www.slidebooks.com13
3. Mission statement, goals and objectives
1. Executive summary
2. Context, idea and rationale
3. Mission statement, goals and objectives
4. Market analysis
4.1. Target market
4.2. Market size
4.3. Market growth
4.4. Market profitability
4.5. Market trends
4.6. Key success factors
5. Competitor analysis
5.1. Competitor identification
5.2. Competitor comparison
5.3. Competitor positioning
5.4. Competitor ranking
5.5 key findings
6. Marketing plan
6.1. Overview
6.2. Product
6.3. Price
6.4. Place
6.5. Promotion
7. Organizational plan
7.1. Team of founders
7.2. Business legal form
7.3. Organizational form
7.4. Key personnel
7.5. Key external contacts
7.6. Office and plant locations
8. Financial plan
8.1. Overview
8.2. Set-up costs
8.3. Start-up capital
8.4. Profit and loss forecast
8.5. Cash flow forecast
8.6. Balance sheet forecast
8.7. Financial ratios
9. Action plan
10. Exhibits
14. 14 www.slidebooks.com14
3. Mission statement, goals and objectives
Template
• Define the purpose and the scope of the organization
• Provide long-term direction
• Reflect your beliefs, values and priorities
Mission
• State what must be done to accomplish the mission
• Identify targets
• Serve as guide for objective setting
Goal
• Restate goal into operational terms
• Quantify what and when results will
be achieved
Objective #1
• Restate goal into operational terms
• Quantify what and when results will
be achieved
Objective #2
• Restate goal into operational terms
• Quantify what and when results will
be achieved
Objective #3
15. 15 www.slidebooks.com15
4. Market analysis
1. Executive summary
2. Context, idea and rationale
3. Mission statement, goals and objectives
4. Market analysis
4.1. Target market
4.2. Market size
4.3. Market growth
4.4. Market profitability
4.5. Market trends
4.6. Key success factors
5. Competitor analysis
5.1. Competitor identification
5.2. Competitor comparison
5.3. Competitor positioning
5.4. Competitor ranking
5.5 key findings
6. Marketing plan
6.1. Overview
6.2. Product
6.3. Price
6.4. Place
6.5. Promotion
7. Organizational plan
7.1. Team of founders
7.2. Business legal form
7.3. Organizational form
7.4. Key personnel
7.5. Key external contacts
7.6. Office and plant locations
8. Financial plan
8.1. Overview
8.2. Set-up costs
8.3. Start-up capital
8.4. Profit and loss forecast
8.5. Cash flow forecast
8.6. Balance sheet forecast
8.7. Financial ratios
9. Action plan
10. Exhibits
16. 16 www.slidebooks.com16
4. Market analysis
4.1.Target market - Template
• Describe in this text block your target market(s), that is to say the group of customers that you want to market your
products to.
• To identify your target market(s), you can use customer segmentations such as:
o Geographic segmentation
o Demographic/socioeconomic segmentation: gender, age, income, occupation, education, household size, and stage in
the family life cycle)
o Attitudes
o Psychological profiles
• If you have more than one target market, you ideally will have to tailor your mix marketing (4Ps) for each one of your target
markets
Target Market description
17. 17 www.slidebooks.com17
4. Market analysis
4.2.Target market size - Template
• Estimate the Total Available Market (TAM) size
• TAM refers to the global revenue opportunity available for a product or service
• Some sources of information such as government data, trade associations, financial
data from major players and customer surveys should help you to provide a rough
estimation
Total Available Market (TAM)
Total Available
Market (TAM)
Serviceable Available
Market (SAM)
• Estimate the Serviceable Available Market (SAM) size
• SAM refers to the percentage of the Total Available Market (TAM) that you can
actually serve
Serviceable Available Market (SAM)
• Estimate your Target Market size based on your estimation of the TAM and SAM size
• Target market refers to the group of customers that you want to market your products
to
Your Target MarketTarget Market
Market
Share
• Estimate your market share (in percentage and dollars) based on your unique selling
proposition and marketing plan
• Your market share refers to a percentage of your target market
Your Market Share
18. 18 www.slidebooks.com18
4. Market analysis
4.3.Target market growth - Template
• Estimate the Total Available Market (TAM) revenue growth
Total Available Market (TAM)
Total Available
Market (TAM)
Serviceable Available
Market (SAM)
• Estimate the Serviceable Available Market (SAM) revenue growth
Serviceable Available Market (SAM)
• Estimate your Target Market revenue growth
Your Target MarketTarget Market
Market
Share
• Estimate your market share growth
Your Market Share
• A simple way of forecasting the market
growth is to extrapolate historical data
into the future
• A more accurate way is to study growth
drivers such as demographic
information and sales growth in
complementary products - 10% every year between 2014 and 2020
+ 1% every year between 2014 and 2020
+ 10% every year between 2014 and 2020
+ 2% every year between 2014 and 2020
19. 19 www.slidebooks.com19
4. Market analysis
4.4.Market profitability - Guiding principles
The Porter’s Five Forces tool is helpful to assess the attractiveness and profitability of a market or industry by analyzing
the forces acting upon it:
Rivalry
• British
Airways
• British
Midland
• Dan Air
Bargaining power of
Suppliers
• Fuel companies
• Aircraft companies
• Labor
• Catering suppliers
Bargaining power
of Buyers
• Business
travellers
• Pleasure travellers
Threat of new
entrants
• Foreign airlines
• National airlines
• New companies
Threat of
Substitute
products
• Bus, Rail, Car
• Video
conferencing
Example of the Porter’s five forces tool applied in the airline industry
20. 20 www.slidebooks.com20
4. Market analysis
4.4.Market profitability - Template (1/2)
The Porter’s Five Forces tool is helpful to assess the attractiveness and profitability of a market by analyzing the forces
acting upon it:
Rivalry
• Insert a brief
description
Bargaining power of
Suppliers
• Insert a brief description
Bargaining power
of Buyers
• Insert a brief
description
Threat of new
entrants
• Insert a brief
description
Threat of
Substitute
products
• Insert a brief
description
21. 21 www.slidebooks.com21
4. Market analysis
4.4.Market profitability - Template (2/2)
• Insert a more comprehensive
description
Bargaining power of Suppliers
• Insert a more comprehensive
description
Bargaining power of Buyers
• Insert a more comprehensive
description
Rivalry among firms
• Insert a more comprehensive
description
Threat of Substitute products
• Insert a more comprehensive
description
Threat of new entrants
23. 23 www.slidebooks.com23
4. Market analysis
4.5.Market trends - Template
• Insert the description of the trend #1
Insert the title of the trend
#1
• Insert the description of the trend #2
Insert the title of the trend
#2
• Insert the description of the trend #3
Insert the title of the trend
#3
25. 25 www.slidebooks.com25
4. Market analysis
4.6.Key success factors (KSF) - Template
• Insert the description of the KSF #1Insert the title of the KSF #1
• Insert the description of the KSF #2Insert the title of the KSF #2
• Insert the description of the KSF #3Insert the title of the KSF #3
26. 26 www.slidebooks.com26
5. Competitor analysis
1. Executive summary
2. Context, idea and rationale
3. Mission statement, goals and objectives
4. Market analysis
4.1. Target market
4.2. Market size
4.3. Market growth
4.4. Market profitability
4.5. Market trends
4.6. Key success factors
5. Competitor analysis
5.1. Competitor identification
5.2. Competitor comparison
5.3. Competitor positioning
5.4. Competitor ranking
5.5 key findings
6. Marketing plan
6.1. Overview
6.2. Product
6.3. Price
6.4. Place
6.5. Promotion
7. Organizational plan
7.1. Team of founders
7.2. Business legal form
7.3. Organizational form
7.4. Key personnel
7.5. Key external contacts
7.6. Office and plant locations
8. Financial plan
8.1. Overview
8.2. Set-up costs
8.3. Start-up capital
8.4. Profit and loss forecast
8.5. Cash flow forecast
8.6. Balance sheet forecast
8.7. Financial ratios
9. Action plan
10. Exhibits
27. 27 www.slidebooks.com27
5. Competitor analysis
5.1.Competitor identification - Template
• Competitor A
• Competitor B
• Competitor C
• Competitor D
1.Key National Competitors
• Competitor E
• Competitor F
• Competitor G
• Competitor H
2.Key International Competitors
• Competitor L
• Competitor M
• Competitor N
• Competitor O
4.New Entrants
• Competitor I
• Competitor J
• Competitor K
3.Substitutes
28. 28 www.slidebooks.com28
5. Competitor analysis
5.2.Competitor comparison - Template (1/2)
Criteria
Revenue Profit Market share Main activity
Number of
employee
Product
quality
Insert your
own text
Competitor A
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own text
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own text
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own text
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own text
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own text
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own text
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own text
Competitor B
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own text
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own text
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own text
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own text
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own text
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own text
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own text
Competitor D
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
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own text
Compare your competitors with relevant criteria
29. 29 www.slidebooks.com29
5. Competitor analysis
5.2.Competitor comparison - Template (2/2)
0
0.5
1
1.5
2
2.5
3
3.5
4
Competitor A Competitor B Competitor C Competitor D Competitor E
Revenue Profit
Competitor Revenue and Profit
Insert your key message
You can edit the data chart with the following process:
>Double click on the graph > click Design > Click on “Edit
Data” >Update the table with your own data
30. 30 www.slidebooks.com30
5. Competitor analysis
5.3.Competitor positioning - Template
20
15
10
5
0
-5
A
B
C
Gaining market share
Losing market share
Average
market
growth
0 10 20 30 40 50
CompanyGrowth(%)
Market Share (%)
Insert your key message
60
Position your competitors with a 2 by 2 or 3 by 3 matrix
using relevant criteria
D
31. 31 www.slidebooks.com31
Download all the 150
editable Powerpoint
slides & 5 Excel sheets at
www.slidebooks.com
The remaining of the presentation (150 Powerpoint slides + 5 Excel
sheets in total) is available at www.slidebooks.com
33. 33 www.slidebooks.com33
5. Competitor analysis
5.5.Key findings - Template
• Insert the description of the key finding #1
Insert the title of the key
finding #1
• Insert the description of the key finding #2
Insert the title of the key
finding #2
• Insert the description of the key finding #3
Insert the title of the key
finding #3
34. 34 www.slidebooks.com34
6. Marketing plan
1. Executive summary
2. Context, idea and rationale
3. Mission statement, goals and objectives
4. Market analysis
4.1. Target market
4.2. Market size
4.3. Market growth
4.4. Market profitability
4.5. Market trends
4.6. Key success factors
5. Competitor analysis
5.1. Competitor identification
5.2. Competitor comparison
5.3. Competitor positioning
5.4. Competitor ranking
5.5 key findings
6. Marketing plan
6.1. Overview
6.2. Product
6.3. Price
6.4. Place
6.5. Promotion
7. Organizational plan
7.1. Team of founders
7.2. Business legal form
7.3. Organizational form
7.4. Key personnel
7.5. Key external contacts
7.6. Office and plant locations
8. Financial plan
8.1. Overview
8.2. Set-up costs
8.3. Start-up capital
8.4. Profit and loss forecast
8.5. Cash flow forecast
8.6. Balance sheet forecast
8.7. Financial ratios
9. Action plan
10. Exhibits
36. 36 www.slidebooks.com36
6. Marketing plan
6.2.Product - Guiding principles
A brief description of your
product range
A brief description of your
product categories
A description of your key
products including:
1. Product Attributes: characteristics by which products are identified and differentiated. It usually comprise features,
shapes, colors, functions and uses
2. Customer Benefits: a product attribute expressed in terms of what the user gets from the product rather than its
physical characteristics or features
3. Price: A product is worth as much as people are willing to pay for it. The amount your target market is prepared to pay
for your products/services depends on your target market's budget and the product attributes
4. Unique Selling Proposition (USP): It defines your company’s unique position in the marketplace. It is an often
overlooked but very important element of creating a business that customers love. A strong unique selling proposition
allows you to stand apart from competitors and actively focus your energy on creating things that cater to your ideal
group of customers
The product section needs:
37. 37 www.slidebooks.com37
6. Marketing plan
6.2.Product - Template (1/3)
Product category #1
Describe your product category
with your own text
Product A
Product B
Product E
Product F
Product category #3
Describe your product category
with your own text
Product range
Describe your product range with your own
text
Product C
Product D
Product category #2
Describe your product category
with your own text
38. 38 www.slidebooks.com38
6. Marketing plan
6.2.Product - Template (2/3)
Product A
Product B
Product C
Use your own text for describing
the key attributes of your product
Description
(key attributes)
Use your own text
Key Customer Benefits
Use your own text (note:
different products can have the
same USP)
Unique Selling Proposition (USP)
Use your own text for describing
the key attributes of your product Use your own text
Use your own text (note:
different products can have the
same USP)
Use your own text for describing
the key attributes of your product Use your own text
Use your own text (note:
different products can have the
same USP)
39. 39 www.slidebooks.com39
6. Marketing plan
6.2.Product - Template (3/3)
Product D
Product E
Product F
Use your own text for describing
the key attributes of your product
Description
(key attributes)
Use your own text
Key Customer benefits
Use your own text (note:
different products can have the
same USP)
Unique selling proposition (USP)
Use your own text for describing
the key attributes of your product Use your own text
Use your own text (note:
different products can have the
same USP)
Use your own text for describing
the key attributes of your product Use your own text
Use your own text (note:
different products can have the
same USP)
40. 40 www.slidebooks.com40
6. Marketing plan
6.3.Pricing - Guiding principles (1/3)
Set the price regarding your production
cost, your distribution cost and your
expected profit margin
E.g. it may cost $100 to produce a
product and the company adds 20% as a
profit margin so the selling price would be
$120.00
1. Cost plus pricing
Set a low price to increase sales and
market share. Once market share has
been captured the firm may then increase
their price
E.g. a television satellite company sets a
low price to get subscribers then
increases the price as their customer
base increases
2. Penetration pricing strategy
Set a price in comparison with
competitors
E.g. Conduct a competitor analysis and
decide whether or not you want to set a
higher, lower or the same price as them.
If you have a significant competitive
advantage you may want to set a higher
price
4. Competition based pricing
Set the price regarding the value
perceived by the customer. A market
survey may help you to set up the right
price
3. Value-based pricing
Top 10 pricing strategies that can help you to set the price of your products
Set an initial high price and then slowly
lower the price to make the product
available to a wider market. The objective
is to skim profits of the market layer by
layer
E.g. Apple, with its Iphone products, uses
a skimming pricing strategy
5. Skimming pricing
41. 41 www.slidebooks.com41
6. Marketing plan
6.3.Pricing - Guiding principles (2/3)
Set different prices for different products
within the same product range in order to
reach different target markets E.g.
Peugeot sells different cars at different
prices
6. Product line pricing
Set a price according to the customers’
psychology
E.g. a product can be charged $99
instead of $100
7. Psychological pricing
Set the same price as your main
competitors in order to avoid price wars
and maintain a moderate but stable level
of profit
E.g. Some telecom companies are using
a Status Quo pricing
9. Status Quo Pricing
Set a high price to reflect the
exclusiveness of your product
E.g. Ferrari uses a premium pricing
strategy
8. Premium pricing
Set optional pricing by presenting a low
base price that is capable of attracting
customers while maintaining the
possibility of selling costly add-ons later
E.g. Computer printers often have a very
low initial entry price, while the cost of
printer ink cartridges is substantial
10. Optional Pricing
Top 10 pricing strategies that can help you to set the price of your products
42. 42 www.slidebooks.com42
6. Marketing plan
6.3.Pricing - Guiding principles (3/3)
The quoted price to end users is known as the list price. This price can however be discounted
for a period of time or for some customers. There are mainly 4 types of discount strategies:
When the customer purchases in large
quantities
1. Quantity discount
Based on the time that the purchase is
made and designed to reduce seasonal
variation in sale
2. Seasonal discounts
A short-term discounted price offered to
stimulate sales
4. Promotional discount
When the customer pays his bill before a
specified date
3. Cash discount
43. 43 www.slidebooks.com43
6. Marketing plan
6.3.Pricing - Template
• Describe your pricing strategy which can be a combination of the several pricing strategies described in the previous slides
• Explain why you think it is the right strategy (e.g. “It will reflect the exclusiveness of our products…”)
Pricing Strategy
Insert the
product A price
Product A
Insert the
product B price
Product B
Insert the
product C price
Product C
Insert the
product D price
Product D
Insert the
product E price
Product E
Insert the
product F price
Product F
• Describe your discount strategy which can be a combination
of several discount strategies described in the previous
slides
• Explain why you think it is the right discount strategy
Discount Strategy
Product price
If you have a lot of
products, only mention
the key ones
44. 44 www.slidebooks.com44
• Paying an organization to use your
brand or logo. The most common use
of sponsorship is with sporting events
such as the Olympics games
• Promoting and selling your services
online using various forms of
marketing techniques such as banner
advertisements, social media and
search engine optimization
• Direct marketing method in which
carefully targeted prospects (chosen
on the basis of age, income, location,
profession, buying pattern, etc.) are
presented with custom tailored offers
for products or services through mail
or email
• Public relations (PR) is the practice of
managing the spread of information
between an individual or an
organization and the public
• Commonly used to obtain an increase
in sales short term. Could involve
using money off coupons or special
offers.
• Selling a product service one to one
• Any non personal paid form of
communication using any form of
mass media such as TV, radio, print
and outdoor medias
6. Marketing plan
6.4.Promotion - Guiding principles
There are 7 key types of promotion:
Advertising
Public
Relations
Sales
Promotion
Personal
Selling
Direct Mail
Sponsorship
Internet and
Mobile
Marketing
45. 45 www.slidebooks.com45
6. Marketing plan
6.4.Promotion - Template (1/2)
• Insert your promotional purpose
Promotional purpose
• Insert your annual budget (it can be express as a percentage of your
revenue)
Annual Budget
Advertising
(40% of the
budget)
Public
relations
(20% of the
budget)
Sales
Promotion
(10% of the
budget)
Personal
selling
(30% of the
budget)
Direct Mail Sponsorship
Internet
Marketing
X XX
46. 46 www.slidebooks.com46
• Describe your personal selling strategy
• Describe your sales promotion strategy
• Describe your Public relations strategy
• Describe your advertising strategy
6. Marketing plan
6.4.Promotion - Template (2/2)
Advertising
(40% of the budget)
Public relations
(20% of the budget)
Sales Promotion
(10% of the budget)
Personal selling
(30% of the budget)
Zoom on the type of promotion used:
48. 48 www.slidebooks.com48
6. Marketing plan
6.5.Place - Template (1/6)
• Describe in this text block your production plan
• This part should answer questions such as:
o What plant and equipment will you need to operate your business?
o How will you plan to finance your plant and equipment (rental, lease or buy)?
o What will be the ongoing operating costs and maintenance requirements?
o Where will you produce your products?
o How will you manufacture your products?
o When will you manufacture your products?
o In which quantity will you produce?
o Which raw material will you need?
o Who will be your suppliers and what terms do they offer?
o What will be the overall cost of production?
o What will be the cost of production per unit?
o Have you documented standard procedures?
o What quality control measures will you use?
o Do you have any strategies for new product development?
o Where will you store your products before distribution?
o What are your storage requirements (e.g. capacity, access, regulations, safety, product deterioration)?
o What inventory control system will you use?
Production plan
49. 49 www.slidebooks.com49
6. Marketing plan
6.5.Place - Template (2/6)
• Describe in this text block your distribution plan
• This part should answer questions such as:
Where will you distribute your products? Why?
How will you distribute your products?
When will you distribute your products?
Who will be your main clients/customers?
What will be the overall cost of distribution?
What will be the cost of distribution per unit?
Distribution plan
50. 50 www.slidebooks.com50
6. Marketing plan
6.5.Place - Template (3/6)
Production site Planes and trucks Wholesalers
Worldwide production and
distribution map1
1.Hundreds of maps are available on www.slidebooks.com
51. 51 www.slidebooks.com51
6. Marketing plan
6.5.Place - Template (4/6)
Production site Planes and trucks Wholesalers
United States production and
distribution map1
1.Hundreds of maps are available on www.slidebooks.com
52. 52 www.slidebooks.com52
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53. 53 www.slidebooks.com53
6. Marketing plan
6.5.Place - Template (5/6)
Production site Trains and trucks Wholesalers
Australian production and
distribution map1
1.Hundreds of maps are available on www.slidebooks.com
54. 54 www.slidebooks.com54
6. Marketing plan
6.5.Place - Template (6/6)
If you have a website, insert a description of your online and mobile distribution strategy
Online and mobile distribution
Insert print screens of
your website
55. 55 www.slidebooks.com55
7. Organizational plan
1. Executive summary
2. Context, idea and rationale
3. Mission statement, goals and objectives
4. Market analysis
4.1. Target market
4.2. Market size
4.3. Market growth
4.4. Market profitability
4.5. Market trends
4.6. Key success factors
5. Competitor analysis
5.1. Competitor identification
5.2. Competitor comparison
5.3. Competitor positioning
5.4. Competitor ranking
5.5 key findings
6. Marketing plan
6.1. Overview
6.2. Product
6.3. Price
6.4. Place
6.5. Promotion
7. Organizational plan
7.1. Team of founders
7.2. Business legal form
7.3. Organizational form
7.4. Key personnel
7.5. Key external contacts
7.6. Office and plant locations
8. Financial plan
8.1. Overview
8.2. Set-up costs
8.3. Start-up capital
8.4. Profit and loss forecast
8.5. Cash flow forecast
8.6. Balance sheet forecast
8.7. Financial ratios
9. Action plan
10. Exhibits
56. 56 www.slidebooks.com56
7. Organizational plan
7.1.Team of founders - Template
Insert your profession
Insert a summary of your professional experience
1998-2000: Provide details about your professional experience and education
2000-2010: Provide details about your professional experience and education
Provide details about your professional experience and education
John Example
57. 57 www.slidebooks.com57
7. Organizational plan
7.2.Business legal form - Template
• Describe the legal form of your organization (sole trader, LLC, Ltd, etc.)
• Explain why you chose this legal form
58. 58 www.slidebooks.com58
7. Organizational plan
7.3.Organizational form - Template
• Describe the organizational form
you would like to create in your
company (matrix organization,
functional organization, etc.)
• Explain why you would like to
create this organizational form
Label
Text
Label
Text
Label
Text
Label
Text
Label
Text
Label
Text
Label
Text
Label
Text
59. 59 www.slidebooks.com59
7. Organizational plan
7.4.Key personnel - Template
Describe position
Position
Insert your own text
Skills and ExperienceName
Insert name
Describe position Insert your own textInsert name
Describe position Insert your own textInsert name
Describe position Insert your own textInsert name
Describe position Insert your own textInsert name
Insert your own text
Annual Wage
Insert your own text
Insert your own text
Insert your own text
Insert your own text
60. 60 www.slidebooks.com60
7. Organizational plan
7.5.Key external contacts - Template
Accountant
Profession
Insert your own text
Contact detailsName
Insert name
Lawyer Insert your own textInsert name
Bankers Insert your own textInsert name
Consultants Insert your own textInsert name
Insurance company Insert your own textInsert name
Insert your own text
Fees
Insert your own text
Insert your own text
Insert your own text
Insert your own text
61. 61 www.slidebooks.com61
7. Organizational plan
7.6.Office and plant locations - Template
Describe the location of your different offices and plants
Headquarter Plants
62. 62 www.slidebooks.com62
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8. Financial plan
1. Executive summary
2. Context, idea and rationale
3. Mission statement, goals and objectives
4. Market analysis
4.1. Target market
4.2. Market size
4.3. Market growth
4.4. Market profitability
4.5. Market trends
4.6. Key success factors
5. Competitor analysis
5.1. Competitor identification
5.2. Competitor comparison
5.3. Competitor positioning
5.4. Competitor ranking
5.5 key findings
6. Marketing plan
6.1. Overview
6.2. Product
6.3. Price
6.4. Place
6.5. Promotion
7. Organizational plan
7.1. Team of founders
7.2. Business legal form
7.3. Organizational form
7.4. Key personnel
7.5. Key external contacts
7.6. Office and plant locations
8. Financial plan
8.1. Overview
8.2. Set-up costs
8.3. Start-up capital
8.4. Profit and loss forecast
8.5. Cash flow forecast
8.6. Balance sheet forecast
8.7. Financial ratios
9. Action plan
10. Exhibits
67. 67 www.slidebooks.com67
8. Financial plan
8.2.Set-up costs - Template
Accountant's fees $100
Solicitor's fees $100
Business registration $100
Domain name registration $50
Insurance $400
Licences $400
Workers compensation $800
Total $1,950
Lease deposit $1,000
Advance rent $1,000
Stationery and office supplies $500
Equipment $100
Vehicles $5,000
Telecommunications $400
Computers and software $1,000
Total $9,000
Advertising and promotion $1,000
Raw materials and supplies $1,000
Working capital $500
Total $2,500
I.Setting up the business
II.Setting up the premises and equipement
III.Starting Operations
I.Setting up the business $1,950
II.Setting up the premises and equipement $9,000
III.Starting Operations $2,500
Total (I+II+III) $13,450
IV.Total Set-up costs
Insert your key message
(e.g. Our total set-up costs will be $13,450)
Example of figures that
you will have to replace
by your own figures
72. 72 www.slidebooks.com72
8. Financial plan
8.4.Profit and Loss forecast - Template (2/2)
Insert your key message
0
0.5
1
1.5
2
2.5
3
3.5
4
2014 2015 2016 2017 2018
Revenue Profit
Revenue and Profit
73. 73 www.slidebooks.com73
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editable Powerpoint
slides & 5 Excel sheets at
www.slidebooks.com
The remaining of the presentation (150 Powerpoint slides + 5 Excel
sheets in total) is available at www.slidebooks.com