Thursday, December 8, 2011

Business Plan Overview - Product based Company


Defining Company Overview

·         Summary on the Company
·         Vision
·         Mission
·         Objectives
·         Differential Factors (competitive edge)
·         Management Profile
·         Service Offerings

Check list for starting the Business

·         Company Name
·         Domain Availability
·         Logo & Need of Trademark
·         Ownership type
·         Office Location and Address
·         Business Phone, Fax, contact details etc…
·         Check the Business Insurance Need
·         Apply for Sales Tax Number
·         Confirm details regarding Tax Information & Corporate Business Bank Account
·         Confirm details on Labour Laws
·         Confirm details on Zoning Laws (geographical wise)
·         License Agreement
·         Decide upon Website design and development
·         Need of Software Development Team?
·         Need for Employees?
·         If employees are there decide on the Employee code, compensation pattern and labour laws
·         Inventory Details and Inventory Management System. (Detailed Process List to Follow)
·         Order Processing and Fulfilment System (Detailed Process List to Follow)
·         Marketing & Promotion Kit (Detailed Process List to Follow)
·         Organisational Hierarchy (Detailed Process List to Follow)

Asset & Inventory Management System

·         Decide upon the Office Space, Premises, Amenities & Accessories
·         Decide upon the Inventory items needed
·         Inventory Process definition:
o   Inventory Budget allocation
o   Prioritising the Inventory Requirements with Ref No: and releasing the checklist
o   Tender Notice/Invitation with Ref Number
o   Tender Doc acceptance with corresponding Ref No:
o   Tender Evaluation list
o   Purchase Order Release
o   Purchase order acceptance
o   Invoice Acceptance
o   Inventory Acceptance
o   Payment Confirmation
o   Receipt Generation

·         Inventory System Forms
o   Inventory Checklist Form
o   Tender Notice Form
o   Tender Doc Acceptance Form/Register
o   Tender Evaluation Form
o   Purchase Order Form
o   PO Acceptance Form/Register
o   Invoice Acceptance Form/Register
o   Payment Details Form
o   Receipt Form

Order Processing and Fulfilment System

·         Sales Lead List
·         Proposal Document with Version No: (should include Project Introduction, Project Scope, Project Description, Change Management, Project Estimates, Maintenance & Training Details, Company Profile )
·         System Specification Doc if needed
·         License/Service Contract Agreement
·         Purchase Order Acceptance
·          Payment Confirmation (Initial)
·         Invoice Generation
·         Order Release
·         Project Closure
·         Renewal Agreement
·         Fulfilment  System Forms
o   Proposal Document Form
o   System Specification Doc Form
o   License/Service Contract Agreement Format
o   PO Acceptance Form/Register
o   Payment Details Register
o   Invoice Format
o   Invoice Ref Register
o   Project Order Details Register

Marketing & Promotion Kit

·         Corporate Logo and Name
·         TAG Line if necessary
·         Corporate Brochure
·         Corporate Slideshare Presentation
·         Corporate Video Presentation
·         Corporate Website
·         Business Cards
·         Corporate Email addresses
·         Common Email Signature
·         Email Font & Size
·         Email Formats
·         Call Script
·         Social Media Initiatives
o   Twitter Profile
o   LinkedIn Profile
o   Facebook Profile
o   Slideshare Account
o   Youtube Profile
o   Blogs & White Papers
o   Podcasts
o   Webinars
·         Attending Tradeshows & Events
·         Participating in various Technical Sessions
·         Survey Forms on Customer Satisfaction, Brand Building etc…
·         Advertisement Plan – Medium, Audience or Segment to be aimed
·         News Letter Formats with Market Trends
·         Testimonials
·         Strategy development for Customer Interaction using Social Media Sites
·         Demo Material

Organisational Hierarchy

Initially we could start with a small and decent hierarchy and we can add posts when needed.
·         Managing Director & CEO
·         Project Manager
·         Manager, Operations & Business Development
·         Consultant – Taxes, Accounts & Laws
·         Executive - Human Resources & Customer Services

For more details on all the above please try Business in a Box Tool. (http://www.biztree.com)




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