The main goal of the course is for students to prepare a complete (a hypothetical or a real) Business Plan with Financial Model that will be

providing potential investor. Students will be able to perform the procedure of creating their Business Plan and create a financial spreadsheet for monthly financial plan and annual forecasting. Please carefully read the instruction to get a high grade and be prepared for your future. 1.

Complete Word submission file. (Minimum contents required.) SECTION I: EXECUTIVE SUMMARY SECTION II: BUSINESS DESCRIPTION Description of the product or service Industry background Venture or firm background Goals and milestone objectives SECTION III:

MARKETING PLAN AND STRATEGY Target market and customers Competition and market share Pricing strategy Promotion and distribution SECTION IV: OPERATIONS AND SUPPORT Quality targets Technology requirements Service support SECTION V: MANAGEMENT TEAM Experience and expertise Organizational structure Intellectual property rights (Optional if any) SECTION VI: FINANCIAL PLANS AND

PROJECTIONS Explain detailed monthly financial plans for a year and Explain the Key assumptions. Explain venture valuation model and annual financial statements for the next five years and Explain the Key assumptions. Funding needs and sources SECTION VII: RISKS AND OPPORTUNITIES Possible problems and risks Real option opportunities (Optional if any) SECTION VIII: TIME-LINE AND MILESTONES

Anticipate and obtain multiple rounds of financing as the venture grows Explain how efficiently and effectively manage the firm’s assets and financial resources and its operating performance Plan an exit strategy consistent with the entrepreneur’s objectives and the firm’s business plan

2. Complete Excel submission file. Part I. Prepare detailed monthly financial plans for the next year with the Key assumptions. Part II. Value the venture and prepare annual financial statements for the next five years with the Key assumptions.