Killer Business Plan Template - Web view(10 word phrase summarizing the 20 items below) ... --in terms of presentation, functionality, choice, value, ... Killer Business Plan Template

ContractorSelling.com Business Planning Summit™

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BUSINESS PLAN

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Year:

Name:

Title:

Address:

City: State: Zip:

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CONFIDENTIAL

No offering is made or intended by this document. Any offering of interests in ________ will be made only in compliance with Federal and State securities laws.

This document includes confidential and proprietary information of and regarding ________. This document is provided for informational purposes only. You may not use this document except for informational purposes, and you may not reproduce this document in whole or in part, or divulge any of its contents without the prior written consent of [Company Name]. By accepting this document, you agree to be bound by these restrictions and limitations.


Table of Contents

I. Executive Summary.........................................................................................3II. Company Overview.........................................................................................4III. Industry Analysis...........................................................................................5

Market Overview................................................................................................5Relevant Market Size.........................................................................................6

IV. Customer Analysis........................................................................................7Target Customers..............................................................................................7Customer Needs................................................................................................8

V. Competitive Analysis......................................................................................9Direct Competitors.............................................................................................9Indirect Competitors.........................................................................................10Competitive Advantages..................................................................................11

VI. Marketing Plan.............................................................................................12Products, Services & Pricing...........................................................................12Promotions Plan..............................................................................................13

VII. Operations Plan..........................................................................................14Key Operational Processes.............................................................................142014 Company Milestone Expectations...........................................................15

VIII. Management Team.....................................................................................22Management Team Members..........................................................................26Management Team Gaps................................................................................27Board Members...............................................................................................28

IX. Financial Plan...............................................................................................29Revenue Model................................................................................................29Financial Highlights..........................................................................................30Funding Requirements/Use of Funds..............................................................31

Service Contractor Business Plan Page 2


I. Executive Summary

Business Overview

Start with a CONCISE one to two line explanation of your business such as:

We help (YOUR AREA) homeowners control their indoor air quality

Success Factors

Our company is uniquely qualified to succeed due to the following reasons:

List as many reasons you can think of regarding why your company will succeed. Below are several examples/areas you can choose from. Add specific examples to the bullets that work for your business, and delete ones that are not relevant.

Services: Our services are superior to our competitors because _______________

Human Resources: People like to work for us because ______________________

Location: Our location allows us to better serve customers because ___________

Operational Systems: We have developed systems that enable us to provide higher

quality services at a reasonable cost. These systems include _________________

Customers: We are already serving key customers which our competitors are not. These

customers include __________________________________________________

Marketing: We have unique marketing skill sets that enable us to attract new customers

at a low cost These skill sets include ____________________________________

Successes achieved to date: We have already accomplished the following which

positions us for future success. ________________________________________



Financial Plan

Below is an overview of our expected financial performance over the next three years:

To achieve these projections, we need to raise $___________ in financing.

2014 2015 2016

Revenues ______ ______ ______

II. Company Overview

Below is a snapshot of our company since its inception:

Date of formation: ___________________________________________________

Legal structure (LLC vs. C-Corp., etc.): __________________________________

Office location(s): ___________________________________________________

Business stage (start-up vs. undergoing R&D vs. serving customers, etc.): ______

Prior funding rounds were received (amount/date): _________________________

Products and services were launched (names/dates): ______________________

Revenue milestones were reached (e.g., date when sales surpassed $X): ______

Key partnerships were executed (names/dates): ___________________________

Key customer contracts were secured (names/dates): ______________________

Key employees were hired (names/dates): _______________________________

Other key events: ___________________________________________________

Other key events: ___________________________________________________

Other key events: ___________________________________________________



III. Industry Analysis

Market Overview

The market in which our company is operating can be characterized by the following:

Go to http://www.city-data.com/ website and find:

Median household income: Average home value: Population: Households: 663 Family households: Non-Family households: White Population: Hispanic Population: Median household income: Median house or condo value: Median contract rent: Unemployment: Residents below the poverty level: Median resident age: Males: Females:

Market trend 1 (e.g., growth/decline): ___________________________________

Market trend 2 (e.g., changing customer needs): __________________________


http://www.city-data.com/


Relevant Market Size

Our relevant market size is the annual revenue that our company could attain if we owned 100% market share.

Our relevant market size is calculated as follows:

1. Number of customers who might be interested in purchasing our products and/or services

each year? ________________________________________________________

2. Amount these customers might be willing to spend, on an annual basis, on our products

and/or services? $ __________________________________________________

3. Our relevant market size (#1 X #2): _____________________________________

As the analysis shows, our relevant market is large enough for our company to enjoy considerable success.



IV. Customer AnalysisBelow is a description of who our target customers are, and their core needs.

Target Customers

Below is a profile of our target customers:

Age: _____________________________________________________________

Income: ___________________________________________________________

Gender: __________________________________________________________

Location: __________________________________________________________

Marital status: ______________________________________________________

Family size:________________________________________________________

Occupation: _______________________________________________________

Language: ________________________________________________________

Education: ________________________________________________________

Values/Beliefs: _____________________________________________________

Activities & Interests: ________________________________________________

Business size: _____________________________________________________

Below is a snapshot of the size of our target customer market:

To find this information, go to http://www.zipskinny.com/ (for demographics by zip code)


http://www.zipskinny.com/


Customer Needs

Below is a profile of the needs that our target customers have:

Here you will specify why customers want or need your products and/or services. Below are several examples and customer need areas. For the relevant areas, modify to detail the needs of your customers (e.g., customers want products that work faster). Feel free to add to or delete from these customer needs.

Speed: ___________________________________________________________

Quality: ___________________________________________________________

Location: __________________________________________________________

Reliability: _________________________________________________________

Comfort:___________________________________________________________

Price: ____________________________________________________________

Value: ____________________________________________________________

Customer Service: __________________________________________________

Convenience: ______________________________________________________

Ease of use: _______________________________________________________

Other: ____________________________________________________________

Other: ____________________________________________________________

Other: ____________________________________________________________

Other: ____________________________________________________________



V. Competitive Analysis

The following is an overview of our competitors.

Notes for completing this section of your business plan: Any company or action that serves your customer’s needs is a competitor to you There are Direct and Indirect competitors. Here are examples for a pizza shop:

o Direct competitors (fills customer need with same solution) Other plumbing shops

o Indirect competitors (fills customer need with different solution): Other home improvements Home centers

Direct CompetitorsThe following companies are our direct competitors.

Direct Competitor #1: __________________________________________________

Products/services offered: ____________________________________________

Price points: _______________________________________________________

Revenues (# units sold/dollars generated): _______________________________

Location(s): _______________________________________________________

Customer segments/geographies served: ________________________________

Competitor’s key strengths: ___________________________________________

Competitor’s key weaknesses:_________________________________________



Price points: _______________________________________________________


Location(s): _______________________________________________________








Price points: _______________________________________________________


Location(s): _______________________________________________________




Indirect CompetitorsThe following companies are our indirect competitors.

Indirect Competitor #1: ________________________________________________


Price points: _______________________________________________________


Location(s): _______________________________________________________




Indirect Competitor #2: ________________________________________________


Price points: _______________________________________________________


Location(s): _______________________________________________________






Competitive Advantages

My company is positioned to outperform competitors for the following reasons:

Products and/or Services:_____________________________________________

Human Resources: _________________________________________________

Our Location: ______________________________________________________

Operational Systems:________________________________________________

Intellectual Property (IP):______________________________________________

Customers: ________________________________________________________

Marketing: _________________________________________________________

Other Reasons: ____________________________________________________



VI. Marketing Plan

Our marketing plan, included below, details our products and/or services, pricing and promotions plans.

Products, Services & Pricing

Product/Service #1 Name:

Product/Service description/features: ___________________________________

Product/Service benefits: _____________________________________________

Product/Service price: _______________________________________________

Product/Service expected purchase frequency/quantity: _____________________

Product/Service strengths: ____________________________________________

Product/Service weaknesses: _________________________________________

Product/Service #2 Name: ______________________________________________

Product/Service description/features: ___________________________________



Product/Service benefits: _____________________________________________

Product/Service price: _______________________________________________

Product/Service expected purchase frequency/quantity: _____________________

Product/Service strengths: ____________________________________________

Product/Service weaknesses: _________________________________________

Promotions Plan

Our company will use the following tactics to attract new customers:

For the tactics you do/will use, include relevant specifics (e.g., magazines you advertise in). Delete the tactics you do/will not use and add tactics that aren’t included.

Blimps, Banners, and/or Billboards _____________________________________

Blogs, Podcasts, etc. ________________________________________________

Catalogs __________________________________________________________

Classified Ads _____________________________________________________

Contests __________________________________________________________

Coupons __________________________________________________________

Direct Mail ________________________________________________________

Door Hangers ______________________________________________________

Email Marketing ____________________________________________________

Event Marketing ____________________________________________________

Flyers ____________________________________________________________

Gift Certificates _____________________________________________________

Networking ________________________________________________________

Newsletters ________________________________________________________

Newspaper/Magazine/Journal ads ______________________________________



Online Marketing ___________________________________________________

Partnerships/Joint Ventures ___________________________________________

Postcards _________________________________________________________

Press Releases/PR _________________________________________________

Radio Ads/TV Ads/Infomercials ________________________________________

Telemarketing _____________________________________________________

Trade Shows ______________________________________________________

Word of Mouth / Viral Marketing ________________________________________

Yellow Pages ______________________________________________________

Pay Per Click: ______________________________________________________

Other: ____________________________________________________________

Other: ____________________________________________________________



VII. Operations Plan

Our Operations Plan details:

1) The key day-to-day processes that our business performs to serve our customers

2) The key business milestones that our company expects to accomplish as we grow

Key Operational Processes

The key day-to-day processes that our business performs to serve our customers are as follows: Below are key operational functions that your business may need to fulfill. For functions that are relevant, leave them and add details (e.g., our manufacturing team produces our widgets; our customer service team ensures that all customer requests are handled). Delete operational functions that are not relevant to your business. Add relevant operational functions that are not included below.

New Services Development: __________________________________________

Sales Management: _________________________________________________

Marketing Ideas & Implementation: _____________________________________

Finance: __________________________________________________________

Customer Service: __________________________________________________

Dispatch: _________________________________________________________

Inventory Management: ______________________________________________

Accounting/Payroll: _________________________________________________

Human Resources: _________________________________________________

Legal: ____________________________________________________________

Purchasing: _______________________________________________________

Service Techs: _____________________________________________________

Sales People: ______________________________________________________

Other: ____________________________________________________________



2014 Company Milestone Expectations

The key business milestones that our company expects to accomplish as we grow include the following:

In this section, you need to list the key milestones that you hope to achieve in the future and the target dates for achieving them. Sample milestones include:

New products and services introductions Adding tech or sales profit centers date Revenue milestones (date when sales exceed $50K, when sales exceed $100K, etc.) Key partnerships executed Key customer contracts secured Key financial events (future funding rounds, IPO, etc.) Key employee hires

Include individual team member 1-3 accomplishments per date.

Company Environment Changes NeededI. Office - To Be Completed By: ________________ Accomplishments: (include day, month, quarter and/or year)

Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________

II. Warehouse - To Be Completed By: ________________ Accomplishments: (include day, month, quarter and/or year)

Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________

III. Trucks OR Field - To Be Completed By: ________________ Accomplishments: (include day, month, quarter and/or year)

Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________

Estimated Investment Needed:



Company Management I. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:

Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________

II. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:

Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________

III. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:

Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________

IV. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:

Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________

V. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:

Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________




Marketing DepartmentI. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:

Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________




Customer Service DepartmentI. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:

Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________




Dispatch Service DepartmentI. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:

Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________




Service DepartmentI. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:

Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________




Sales DepartmentI. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:

Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________




Inventory Department

I. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:

Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________




Financial DepartmentI. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:

Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________




Education & Training DepartmentI. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:

Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________




Leadership DepartmentI. To Be Completed By: ________________ (include day, month, quarter and/or year)Accomplishments:

Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________


Accomplishment #1: _________________________________________________

Accomplishment #2: _________________________________________________

Accomplishment #3: _________________________________________________




VIII. Management TeamOur management team has the experience and expertise to successfully execute on our business plan.

Management Team MembersFor each key person on your current team, including yourself, complete the information below.

Name: ______________________________________________________________

Title: _____________________________________________________________

Key Functional Areas Covered: ________________________________________

Past positions, successes and/or unique qualities: _________________________

Name: ______________________________________________________________

Title: _____________________________________________________________



Name: ______________________________________________________________

Title: _____________________________________________________________



Name: ______________________________________________________________

Title: _____________________________________________________________



Name: _________________________________________________________________

Title: _____________________________________________________________





Management Team Gaps

If your management team has gaps (key people you expect to hire in the future), include what position(s) is/are missing and who will fill the positions. Delete this section if not applicable.

Title/Role: _________________________________________________________


Qualities of the individual who will be sought to fill this role: __________________

Title/Role: _________________________________________________________



Title/Role: _________________________________________________________





Board Members

If you have a Board of Directors or Board of Advisors, include the Board members below. If not, delete this section.

Name: ______________________________________________________________


Name: ______________________________________________________________


Name: ______________________________________________________________


Name: ______________________________________________________________


Name: ______________________________________________________________




IX. Financial Plan

Revenue Model

My company generates revenues via the following:

Include each of the ways in which your company generates revenues. Examples are below. Delete non-relevant bullets. Better define relevant bullets.

Equipment Sales ___________________________________________________

Service Sales ______________________________________________________

Planned Service Revenue ____________________________________________

Referral revenues ___________________________________________________

Internal Follow Up Sales______________________________________________

New client revenue __________________________________________________

Pay per click or web _________________________________________________

Other ____________________________________________________________



Financial Highlights

Project next 5 years P & L Highlights:

2014 2015 2016 2017 2018

Revenues ______ ______ ______ ______ ______

GP% ______ ______ ______ ______ ______

Gross Profit ______ ______ ______ ______ ______

Overhead % ______ ______ ______ ______ ______

Overhead ______ ______ ______ ______ ______

Net Profit % ______ ______ ______ ______ ______

Net Profit ______ ______ ______ ______ ______



Funding Requirements/Use of Funds

Fill in the blanks using figures from your financial model. For the primary uses of funding, only include the 3-5 biggest expense areas. The areas below (e.g., product development) are examples. Feel free to delete those and include your own.

To successfully execute on our business plan, we require $_____________ in outside funding.

The primary uses of this funding include:

Facility: ___________________________________________________________

Marketing: _________________________________________________________

Training: __________________________________________________________

Trucks: ___________________________________________________________

Inventory: _________________________________________________________

Other: ____________________________________________________________

Other: ____________________________________________________________



High Leverage Activities Summary

Environment HLA’sHigh Leverage Activity Who’s Responsible? Completion Date

1.

2.

3.

Management HLA’sHigh Leverage Activity Who’s Responsible? Completion Date

1.

2.

3.

Marketing HLA’sHigh Leverage Activity Who’s Responsible? Completion Date

1.

2.

3.

Customer Service HLA’sHigh Leverage Activity Who’s Responsible? Completion Date

1.

2.

3.

Dispatch HLA’sHigh Leverage Activity Who’s Responsible? Completion Date

1.

2.

3.




Service Department HLA’sHigh Leverage Activity Who’s Responsible? Completion Date

1.

2.

3.

Sales Department HLA’sHigh Leverage Activity Who’s Responsible? Completion Date

1.

2.

3.

Inventory HLA’sHigh Leverage Activity Who’s Responsible? Completion Date

1.

2.

3.

Financial Department HLA’sHigh Leverage Activity Who’s Responsible? Completion Date

1.

2.

3.

Leadership HLA’sHigh Leverage Activity Who’s Responsible? Completion Date

1.

2.

3.




Education & Training HLA’sHigh Leverage Activity Who’s Responsible? Completion Date

1.

2.

3.

2014 High Leverage Theme“2014 will be the year we finally….

_______________________________________________

This will allow us to achieve our revenue goal of $_________ at a net profit of _____% for a total earnings of $__________ which will allow me to finally _________ ________________________________________________

________________________________________________




Your Brand - Personal Branding Summary # Element Description Details About You

1. Brand Description

What is the essence of my brand positioning? (10 word phrase summarizing the 20 items below)

2. Core Value Proposition

Core characteristics that are valuable to our effectiveness

3. Business Priorities

Parameters and priorities for how we operate on a daily basis

4. _______ is Characteristics that describe us

5. _______ is Not Characteristics that do not describe us

6. UniquenessWhat truly makes us unique? What distinctions separate me in my niche?

7. Packaging The tools, expertise, image, etc. to be leveraged to the market

8. Visual Image Physical image/appearance

9. Mission Stmt. What drives my decisions?

10. Brand Power The “thrust” behind our reputation

11. Tagline Benefit-driven, descriptive (what I say often)

12. Positioning Role(s) within the market/organization

13.Business Motto Statement of approach to business life

14. What People Think Of You

My perception of how we are perceived

15. What People Are Missing

My beliefs on what others are misunderstanding about us

16.Attributes

Prized in the Workplace

What attributes do we possess that the market (my organization) values?

17. Passions What things am I passionate about?

18.Top

Communication Opportunities

Top meetings/presentations where my brand is impacted

19.My Audience/Prospect?

Who are those I most want to impact?

20. External Barriers Real world roadblocks

21.Internal Barriers Self-imposed roadblocks


List of Possible Core Business ValuesAccuracyThe precision, exactness, and conforming to fact in details of work.

Cleanliness--of offices, production and warehouse facilities, equipment, customer service areas, raw material and finished product inventory, closets, bathrooms, and so on

Maximum Utilization of ResourcesThe desire and ability of the company to improve its performance by full utilization of its current resources (i.e. as time, money, equipment, materials, space, people, etc.).

Orderliness--in offices, drawers, file cabinets, shelves, paperwork, files, phone numbers, priority of work, daily and weekly planning, etc.

Punctuality and Timeliness--in arriving on time to work, from breaks, from lunch, to meetings, in replying to letters and phone calls, in paying bills on time, etc. Occurring at the most suitable or opportune time.

Quality of Products and Services--in terms of presentation, functionality, choice, value, speed, timeliness, suitability, repeatability, reliability, life span, repeatability, courtesy, friendliness, etc.

Regularity--of meetings, reports, sales calls, performance reviews, and so forth

ReliabilityThe way system or persons consistently produce the same results, preferably meeting or exceeding its specifications. Dependability.

ResponsivenessThe way people, the organization, systems, etc. react to a need coming from within or without.

SafetyIn offices, warehouses, vehicles, for employees, customers. etc.

Speed of OperationsThe measurement of whether actions occur in the fastest time.

Accountability--of individuals, departments and divisions for performance, results, problems, and so on

2014 Business PlanPage 37


Communications--up, down, and sideways within the company, with customers and vendors, in terms of openness, frankness, clarity, frequency, accuracy, timeliness, and brevity

Cooperation (Teamwork)--among individuals, departments, divisions, branches, and so on

Coordination--horizontally between departments in terms of plans, activities, and systems

Discipline--in adherence to company policy, rules, systems, procedures, schedules, standards, ethics, and so on

Freedom for Initiative of Employees--to make suggestions, develop plans, make decisions, carry out or modify actions, and so on

Integration--for smooth operation vertically between different levels of the organization in terms of plans, decisions, and priorities

Standardization--in terms of forms, files, procedures, reports, performance evaluations, equipment, training, recruitment, orientations, communications, and so on

Systemization--in sales, marketing, customer service, accounting, research, production, engineering, estimating, recruitment, training, promotions, communications, coordination, reporting, and so on

Continuous ImprovementThe desire and ability of the company to develop and incorporate ways to improve itself.

Creativity--in terms of new products, new ideas, new systems, new production methods, new applications of technology, new methods of financing, new marketing strategies

Customer DelightThe positive emotional response and joy that the customer feels from interaction with our people and our products and services.

Decisiveness--in solving problems, planning, executing plans, in terms of speed and commitment to decisions once made.



Develop PeopleThe desire and ability of the company to improve the lot of its employees, including, ultimately, their personal growth.

HarmonyThe overall atmosphere and interaction between people, departments, divisions, systems, activities, rules, and policies within the company and between these elements and the external environment, customers, vendors, community laws, and so on.

InnovationThe desire and ability of the company to venture into new, breakthrough areas of opportunity. (e.g. in the industry, in emerging trends in society, etc.)

Honesty & IntegrityKeeping to one's word, promises, agreements, being truthful, non-deceitful etc. with employees, customers, vendors, government, etc.

Loyalty--to and from suppliers, customers, and employees

ResourcefulnessThe ability to deal resourcefully, i.e. creatively, imaginatively, self-reliably with unusual problems, difficult situations, or unanticipated opportunities.

Respect for the Individual--in establishing rules and policies, design of systems, making decisions, executing instructions, and so on in terms of people's health, safety, self-esteem, feelings, and opinions

Service to SocietyCommunity welfare, environmental protection, development of products and services that meet real physical, social, or psychological needs.

Will To Succeed--in any aspect of work



My Leadership Value Systems

Value #1:

Explain:

Value #2:

Explain:

Value #3:

Explain:

Value #4:

Explain:

Value #5:

Explain:


Documents

Killer Business Plan Template - Web view(10 word phrase summarizing the 20 items below) ... --in terms of presentation, functionality, choice, value, ... Killer Business Plan Template