Business Plan Evaluation Format

8/3/2019 Business Plan Evaluation Format

1/90

2011 PUC Business Plan Competition

EVALUATION FORM

Team Name: Judge: Sann Sourharo

I. Written Business Plan: (value =

Please evaluate the Written Business Plan using the criteria below:

1. Executive Summary & Company Overview (10%)

- What problem are you solving?

- What is your business proposition for solving the problem?

- Who are your customers? Who are your competitors?

- How viable is your business? How do you make money?

- Executive Summary is clear & effective as a stand-alone document.

Poor fair good very good excellent

1 2 3 4 5

Comments/Questions:

The team has demonstrate

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2. Products or Services: Business description (5%)

- What is the product or service?

- What are its attributes?

- What are the advantages and potential drawbacks?

- Why/how is your product/service more compelling than existing ones or the competition?

- Is it the product in the Competitive edge?

- What is the stage of development?

- Do you have a proprietary position or intellectual property protection planned or in place (

- What is the business development long-term objective?

Comments/Questions:

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Prepared by: Prof. Sann Sourharo


2/90

3. Business Structure and Management (10%)

- What are the business organizational designs?

- What are appropriate locations and premises for your business?

- What is the legal implications-health, safety, ethical, moral, and social responsibility?

- Business taxes, VAT, and other rules and policies which are relevant to the business practi

- Who are key team members and their respective roles?

- What are their relevant experiences and accomplishments?- What other areas of expertise are you lacking?

- When will you need additional team members?

Comments/Questions:

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4. Marketing plan (10%)

- What specific conditions in the market have created the problem you are solving?

- How will your product/service take advantage of the opportunity?

- Who are your customers and what are their attributes?

- Clearly define your potential customers and why they will pay for your product or service.

Comments/Questions:

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5. Market Potential for the Product or Service (5%)- What are the characteristics of the market for your product or service?

- How will you reach the market?

- How big is the market opportunity: number of potential customers & annual sales?

- Can you narrow the market to a manageable segment?

- How will you dominate the market through pricing, quality, geography, etc?

- Is there a market niche where you will have competitive advantage?

Comments/Questions:

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6. Competitive Advantage: Competitve Matrix (10%)

- Who are your competitors?

- What are their strengths & weaknesses?

- What are your our strengths & weaknesses?

- How will you close the gap?



3/90

- How easily can competition close gap?

Comments/Questions:

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7. Financial Control & Forecasts (10%)

(Present in summary form, consistent with plan and effective in capturing financial

performance; quarterly for first two years, annually for years 3-5.)

- Budgeting-calculating costs and pricing

- Capital funding-calculating requirement and sources of funding

- Cash flow forecasting-breakeven analysis

- Accounting analysis

- Income Statement

- Balance Sheet

- Funds Required & Uses- Key Assumptions (Trends, comparatives)

Comments/Questions:

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Overall Comments and feedbacks on the written parts:____________________________________________________________________

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Team Name Judge

II. VIABILITY OF BUSINESS PROPOSED (value =

Definitely



4/90

Viable

1. Market Opportunity

(Clear market need & way to seize, The opportunity)

2. Distinctive Competence

(New venture presents something novel, Unique or special to provide competitiveAdvantages in the target market)

3. Management Capability

(Team can effectively launch & develop The venture)

4. Financial Understanding

(Team has solid understanding of Financial requirements of the business)

5. Investment Potential and Plan Strength

(Venture presents an investment opportunity for)

- Self-finance by founders

- Investment by friends & family

- Investment by private individuals/angels

- Investment by early stage venture capitalists

Overall comments on the viability of the written parts:____________________________________________________________________

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III. Presentation (value = 30%)

Please evaluate theBusiness Plan Presentation using the criteria below:

1. Formal Presentation- Materials presented in clear, logical form

- Ability to relate need for the start up with convincing, compelling reasons

- Ability to maintain judges interest

- Quality of PowerPoint Slides

- Confidence of the applicant to present



5/90

2. Questions and Answers- Ability to understand judges inquiries

- Responds appropriately to judges inquiries with substantive answers

- Effective use of time allocated (Minimal redundancy in slides)

- Poise and confidence (Think effectively on their feet)

- Team building/ team spirits (Support from the group members)

Overall Comments on presentation:____________________________________________________________________

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6/90

0%) 33% 41%

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0%) 19.0 8%



9/90

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7.0 21%

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10/90

3.4

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Grand Total Score: 62%

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11/90


EVALUATION FORM











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12/90









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13/90


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- Income Statement

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15/90







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16/90

0%) 35% 41%

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3%3

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18/90

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6%

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0%) 16.0 6%



19/90

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6.8 20%

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20/90

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21/90


EVALUATION FORM











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22/90









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23/90


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- Income Statement

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25/90







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26/90

0%) 28% 35%

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27/90

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3%2

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5%3

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28/90

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0%) 16.0 6%


29/90

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4.4 13%

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30/90

2.2

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31/90


EVALUATION FORM











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32/90









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33/90


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35/90







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36/90

0%) 36% 43%

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2%5

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37/90

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3%3

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5%4

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38/90

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0%) 18.0 7%


39/90

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7.2 22%

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40/90

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41/90


EVALUATION FORM











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42/90









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43/90


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45/90







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46/90

0%) 42% 49%

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47/90

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7%3

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48/90

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0%) 18.0 7%


49/90

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7.4 22%

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50/90

3.6

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51/90


EVALUATION FORM











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52/90









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53/90


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54/90

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55/90







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56/90

0%) 41% 41%

7%

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2%5

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57/90

8%4

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3%3

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7%4

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58/90

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0%) 0.0 0%


59/90

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0.0 0%

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60/90

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61/90


EVALUATION FORM











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62/90









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63/90


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Definitely


64/90

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65/90







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66/90

0%) 26% 32%

5%

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2%4

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67/90

5%0

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5%

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2%3

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4%2

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68/90

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3%

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0%) 15.0 6%


69/90

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6.8 20%

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70/90

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71/90


EVALUATION FORM











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72/90









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73/90


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Definitely


74/90

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75/90







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76/90

0%) 42% 50%

7%

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2%5

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77/90

7%3

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8%

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7%4

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78/90

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7%

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0%) 19.0 8%


79/90

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7.4 22%

4.0

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80/90

3.4

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81/90


EVALUATION FORM











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82/90









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- How will you dominate the market through pricing, quality, geography,

Business Plan Evaluation Format

Documents