ceturtdiena, 21. oktobris, 2021
Technical Partners International Inc.
Toronto - Canada, Riga - Latvia,

Logo +371 29 255 223, SKYPE: ed.kalvins,
Logo ed.kalvins@technicalpartners.ca
 
Core Competencies

Business and Development Plan format
18.12.2018


Business and Development Plan format


Technical Information for construction and equipment projects

Project Summaries

Administration and organization


Information on the following topics may be collected during the evaluation process. This information would also be the basis and the outline of the Business and Development Plan that can be used in later stages.

1   EXECUTIVE SUMMARY
    
(Summary of the following sections)

2   DESCRIPTION

   2.1   LOCATION AND GEOGRAPHICAL INFORMATION

   2.2   LEGAL NAME AND FORM OF BUSINESS

   a.   Other business activities        

   2.3   OBJECTIVES

   a.   General Objectives

   b.   Business Model

   c.   Financial Objectives            

   d.   Business Scope

   2.4   NAMES OF TOP MANAGEMENT

   2.5   DEVELOPMENT STAGE

   2.6   COMPANY PRODUCTS AND SERVICES

   a.   Concept

   b.   Strategy

3   INDUSTRY ANALYSIS

   3.1   DEFINITION

   3.2   SIZE AND GROWTH TRENDS

   a.   Facilities

   b.   Demographics

   c.   Economy

   d.   Market Opportunity

   e.   Conclusion

   3.3   MATURITY OF INDUSTRY

   3.4   VULNERABILITY TO ECONOMIC FACTORS

   3.5   SEASONAL FACTORS

   3.6   TECHNOLOGICAL FACTORS

   3.7   REGULATORY ISSUES

   3.8   SUPPLY, LABOR AND LOGISTICS

   a.   Supply of Materials

   b.   Manpower

   c.   Logistics

4   THE TARGET MARKET

   4.1   DEMOGRAPHICS/GEOGRAPHICS

   4.2   LIFESTYLES AND PSYCHOGRAPHICS

   4.3   PURCHASING PATTERNS

   4.4   BUYING SENSITIVITIES

5   THE COMPETITION

   5.1   COMPETITIVE POSITION

   5.2   COMPETITIVE ANALYSIS: CUSTOMER PERCEPTION FACTORS

   5.3   COMPETITIVE ANALYSIS: INTERNAL OPERATIONAL  FACTORS

   5.4   MARKET  SHARE DISTRIBUTION

   5.5   BARRIERS TO ENTRY

   5.6   FUTURE COMPETITION

6   MARKETING AND SALES STRATEGY

   6.1   OVERALL STRATEGY

   6.2   MARKETING VEHICLES

   6.3   STRATEGIC PARTNERSHIPS

   6.4   MARKETING TACTICS

   6.5   SALES FORCE AND STRUCTURE

   a.   Sales force

   b.   Sales Process

   c.   Pricing Strategy

   6.6   SALES PROJECTIONS

7   OPERATIONS

   7.1   SITE AND FACILITIES

   a.   Site plans

   b.   Buildings

   c.   General Layout of buildings

   d.   Transportation

   e.   Car Parking

   f.   Roads and Paved Surfaces

   7.2   PROJECT PLANNING – TIMELINE

   7.3   EQUIPMENT AND TECHNOLOGY

   a.   Water purification and treatment

   b.   Heating

   c.   Electrical

   7.4   INVENTORY MANAGEMENT

   7.5   LABOR

   a.   Planning and Design

   b.   Construction

   c.   Operations

   7.6   SUPPLY AND DISTRIBUTION                  

   a.   Cost and sources of materials

   b.   Construction materials

   c.   Suppliers

   7.7   ORDER FULFILLMENT AND CUSTOMER SERVICE

   7.8   RESEARCH AND DEVELOPMENT

   7.9   CAPACITY UTILIZATION

   7.10   QUALITY CONTROL

   7.11   SAFETY, HEALTH AND ENVIRONMENTAL CONTROLS

   7.12   SECURITY

   7.13   MANAGEMENT INFORMATION SYSTEMS

   7.14   INSURANCE

   7.15   FINANCIAL CONTROL

   a.   Control System

   b.   Responsibilities

   7.16   REGULATIONS AND ENVIRONMENTAL

   7.17   TRAINING AND DEVELOPMENT

8   MANAGEMENT AND ORGANIZATION

   8.1   PRINCIPALS / KEY PERSONNEL

   a.   Key Personnel Evaluation

   8.2   MANAGEMENT TEAM

   8.3   BOARD OF DIRECTORS

   8.4   CONSULTANTS/SPECIALISTS

   a.   Project Manager

   b.   Technical Specialists

   c.   Brief Profile of Architect

   d.   Brief Profile of General Contractor

   e.   Brief Profile of Attorney

   f.   Brief Profile of Accountant

   g.   Brief Profile of Marketing Consultant

   h.   Brief Profile of Financial Consultant

   8.5   MANAGEMENT TO BE ADDED

   8.6   MANAGEMENT STYLE/CORPORATE STRUCTURE

   8.7   ORGANIZATION CHART

   a.   Project Management Structure

   b.   Technical Project Management Structure

   c.   Administrative Project Management Structure

   d.   Sales & Marketing Structure

9   DEVELOPMENT AND EXIT PLANS

   9.1   LONG-TERM COMPANY GOALS

   9.2   GROWTH STRATEGY

   9.3   MILESTONES

   9.4   RISK EVALUATION

   9.5   EXIT PLAN

10   FINANCES

   10.1   INCOME STATEMENT

   a.   Sources of Income / Use of Funds Comparison – Construction Project Total

   b.   Immediate Capital Requirements

   c.   Sources of Income – Complete Business

   10.2   BALANCE SHEET

   a.   Assets and Investments

   10.3   USES OF FUNDS

   a.   Capital Program – Complete Construction Project

   b.   Cash flow

   10.4   BASIC WAGE RATES




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