The Pitch-Then-Plan Business Planning Template

Organization Name
YOUR NAME(S)
TITLE
CONTACT INFORMATION
DATE
NOTE: You can change the background, add images, etc., but you
must use the assigned Slide Titles for these 10 slides
Problem
 Describe the pain that you’re taking away. The
goal is to get everyone nodding and “buying in.”
 Try to personalize the problem.
 Example: “If you go to five travel sites, you will
be presented with 5 completely different offers.
Visiting each site and comparing trip packages
is time-consuming and confusing.”
Solution
 Explain how you take away this pain. Ensure
that the audience clearly understands what you
sell and your value proposition (how does your
solution create value for the customer?).
 Describe the technology, secret sauce, or magic
behind your product or service.
 Example: “We are a discount travel website.
We software that searches all the other travel
sites and collates price quotes into one report.”
Business Model
 Explain how you make money: who pays you,
channels of distribution, and gross margins.
 Generally, a unique, untested business model is
a scary proposition. If you truly have a
revolutionary business model, explain it in
terms of familiar ones.
 Think of eBay: “We charge a listing fee plus a
commission.” End of story.
Positioning
 Describe your position in the marketplace:
What do you want to first come to mind
when your customer thinks of your company
or product/service?
 What stories are the competitors selling?
 What story will you tell that customers?
 Example: “Wal-Mart is telling the story of
low prices everyday. We telling a story of
convenience.”
Marketing and Sales
 Explain how you are going to identify and reach
your customers.
 Convince the audience that you have an
effective go-to-market strategy.
 Example: “We can reach the majority of the
primary buyers of our educational software
through two national trade shows and four
primary regional shows.”
Competition
 Provide a complete view of the competitive
landscape.
 What is your competitive advantage?
 Don’t dismiss your competition — customers,
investors, employees want to hear why your
good, not why the competition is bad.
The Team
 List the key players of your management team,
board of directors, advisors, as well as any
major investors.
 Discuss how your teams production, marketing,
and financial expertise.
 Discuss what are the holes in the team and how
do you plan to fill them.
Financial Projections
 Provide a three year forecast containing not only dollars, but also key
metrics such as numbers of customers and conversion rate.
 This should be a bottom-up forecast taking into account long sales cycles
and seasonality.
 Key Assumptions: List 3 assumptions you made to create your forecast.
Making people understand the underlying assumptions of your forecast
is as important as the numbers you have fabricated.
First Year
Second Year
Third Year
Projected Number of Customers
Projected Employee Headcount
Revenue
$
-
100%
$
-
100%
$
-
100%
Cost of Goods Sold
$
-
0%
$
-
0%
$
-
0%
Gross Margin
$
-
0%
$
-
0%
$
-
0%
Payroll
Operating Expenses
$
$
-
0%
0%
$
$
-
0%
0%
$
$
-
0%
0%
Net Income/Loss
$
-
0%
$
-
0%
$
-
0%
Milestones
 Current status of your product or service.
 Any accomplishments to date.
 What the near term future looks like.
 If you are seeking money from investors, what
would you spend the money on?
 Next steps.