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BA 318 Business Plan Rubric

0

1-10

1-25

1-15

1-25

1-10

1-20

0

1-20

1-30

0

1-15

1-25

1-35

0

1-15

1-30

1-40

0

1-10

0

0

1-2

1-3

1-5

Evaluation Item

Not Demonstrated

Does not Meet Expectations

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Meets Expectations

Exceeds Expectations

Points Earned

Executive Summary 2 pages

Describes concept & overviews the plan

Indicates financial resources needed

Convinces reader that the business concept is sound

Is concise and effectively written

0

1-10

1-2

5

1-3

5

Business Description and Vision

Mission statement & Company vision

Describes Business goals and objectives.

Indicates either a Brief history of the business or where the idea came from

List of key company principals (put in an Appendix, )

1-15

Definition of the Market

Describe business, industry and outlook.

Define the critical needs of your perceived or existing market.

Identify your target market.

Provide a general profile of your targeted clients.

Describe the share of the market anticipate.

0

1-20

Description of the Products and Services

Describe products and services.

Explain how products and services are competitive (USP)

If applicable, a picture or brochure of products.

Description of competitors products or services and prices

Indicate firm’s price point and pricing structure. (markup if retail)

0

1-30

Organization and Management

Description of how company is organized as well as an organization chart.

Describe the legal structure of your business (proprietorship, partnership, corporation, etc.).

Identify necessary or special licenses and/or permits

Provide a brief bio description of key managers within the company – if you are missing key personnel describe your plan for getting these people

1-40

Marketing and Sales Strategy

Identifies and describe the market, the customers are and what the demand is for products & services.

Describes channels of distribution.

Explains sales strategy, specific to pricing, promotion, products and place (4Ps).

Indicates long term goals for the business or products

Financial Management.

Estimates start-up costs.

Projects balance sheet (1 year forward).

Projects income statement (1 year forward).

Projects cash flow statement (12 months forward).

Documents how much you will borrow and working capital

Explains assumptions

FORMAT

Logic

Clear concise presentation with logical arrangement of information refers to exhibits

Bibliography

Presentation

Creativity of written presentation, design, and graphics

1-2 1-3

1-5

Style

Correct grammar, punctuation, spelling and acceptable business style.

TOTAL maximum (250 points)

Power Point

Your business plan should include a power point presentation.  The presentation should cover the following. It should be a presentation used to sell your idea to potential investors and be no longer than 10 slides. 

1.  Describe your business, product, unique selling proposition, and target market.  

2. Indicate why you think it will be successful.

3. Describe your organization, marketing and distribution strategy

4. Explain how will you manufacture your product or services

5. Give an overview of your financials and discuss the amount of money your need to start your business

BA 318 ECI Business Plan Presentation Rubric

Objectives

Not Demonstrated

Does not Meet Expectations

Meets Expectations

Exceeds Expectations

Points

Organization
Logical sequence of information and easy to follow.

0

1-2

3-4

5

Graphics
Graphics explain and reinforce the presentation.

0

1-2

3-4

5

Mechanics
Presentation had no misspellings or grammar errors. Readable professional, imaginative or high quality.

0

1-2

3-4

5

Subject knowledge
Presentation includes
Description of
business, product, unique selling proposition, and target market
organization, manufacturing, marketing, and distribution strategy
Financials and amount of funding needed to start business

0

1-14

15-25

25 -30

Persuades the audience

0

1-2

3-4

5

Total Points (50)

Youneed to create a business plan for either a small business or entrepreneurial venture you would like to start. You may use the Small Business Administration template to help you out in your business plan creation. It is located at:

http://web.sba.gov/busplantemplate/BizPlanStart.cfm

The Business Plan may be no less than 15 pages and no more than 30 type written pages with an additional 15 pages of exhibits for a maximum length of 45 pages. Spelling, grammar, and presentation count. The margins should be 1 inch, pages numbered, and font must be at least 12 point. Exhibits should be referred to in the document and clearly labeled.

Your business plan will contain and be graded on the following components:

1. Executive Summary should be no more than 2 pages and describe your firm and how you plan on succeeding and what the financial resources you will need to start.

2. Business Description and Vision

Give a Mission statement (business purpose).

Explain the Company vision (statement about company growth).

Describe your Business goals and objectives.

Indicate either a Brief history of the business or where the idea came from

List of key company principals (put this in an Appendix, but make sure you refer to it)

3. Definition of the Market

Describe your business industry and outlook.

Define the critical needs of your perceived or existing market.

Identify your target market.

Provide a general profile of your targeted clients.

Describe what share of the market you currently have and/or anticipate.

4. Description of the Products and Services

Specifically describe all of your products and services.

Explain how your products and services are competitive.

If applicable, reference a picture or brochure of your products, which would be included in the plan’s appendix.

Describe who are the competitors of your products and what are their products or services and why are yours better.

Indicate what is your price point and pricing structure.

5. Organization and Management

Provide a description of how your company is organized as well as an organization chart, if available.

Describe the legal structure of your business (proprietorship, partnership, corporation, etc.).

Identify necessary or special licenses and/or permits your business operates with.

Provide a brief bio description of key managers within the company – if you are missing key personnel describe your plan for getting these people

6. Marketing and Sales Strategy

Identify and describe your market – who your customers are and what the demand is for your products & services.

Describe your channels of distribution.

Explain your sales strategy, specific to pricing, promotion, products and place (4Ps).

7. Financial Management.

Estimate of start-up costs.

Projected balance sheet (1 year forward).

Projected income statement (1 year forward).

Projected cash flow statement (12 months forward).

You must document how much you will borrow and what you will need for working capital

8. Style, Presentation of document and Logic

Presentation

Your business plan should include a power point presentation. The presentation should cover the following. It should be a presentation used to sell your idea to potential investors and be no longer than 10 slides. The presentation should be uploaded so that all class members can look at the class participants ideas. The presentation of the Business Plan will be on the last class date. You need to upload your presentation on to blackboard or send the instructor a copy of the presentation.

1. Describe your business, product, unique selling proposition, and target market.

2. Indicate why you think it will be successful.

3. Describe your organization, marketing and distribution strategy

4. Explain how you will manufacture your product or services

5. Give an overview of your financials and discuss the amount of money your need to start your business.

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