BT LATAM COLOMBIA

ACCOUNT/BUSINESS PLANNING WORKSHOP HOMEWORK ASSIGMENT

2013 ---2014---2016 Actions for Success

HB09292013

DEVELOP AN ACCOUNT/BUSINESS PLAN A WORKSHOP PRELIMINARY RESEARCH

5.1 5.2 5.3

Why Do Your account Need a Account/Business Plan? What Goes into an Account/ Business Plan? Elements to Create an Effective Account/Business Plan for your case

Chapter 5 Slide 3

WHY DO YOU NEED AN ACCOUNT/ BUSINESS PLAN?

GOALS

Explain the purpose of having a good account/ business plan. Describe the importance of an account/business plan.

Chapter 5 Slide 4

THE BUSINESS PLAN

An account/business plan is a written document that describes all the steps necessary in opening and operating a successful business opportunity.

Chapter 5 Slide 5

PURPOSES OF AN ACCOUNT/ BUSINESS PLAN

Explains the idea behind your business and spells out how your product or service will be APPLICABLE and sold to your account. Sets specific objectives and describes how your business expects to achieve them. Describes the background and experience of the people who will be dealing with the business.

Chapter 5 Slide 6

IMPORTANCE OF AN ACCOUNT/ BUSINESS PLAN

Makes you think about all aspects of your business. How?? May help you secure financing for your business. How?? Helps you communicate your ideas to others. How??? Can serve as a tool for managing your business. How??

Chapter 5 Slide 7

WHAT GOES INTO AN ACCOUNT/ BUSINESS PLAN?

GOALS

Study the six basic elements of a business plan. Recognize what additional elements may be needed.

SIX BASIC ELEMENTS OF A BUSINESS PLAN

Chapter 5 Slide 8

Business Opportunity history and background Goals and objectives Products or services Management and staffing Marketing Current and projected financial statements

Chapter 5 Slide 9

HISTORY AND BACKGROUND Describing how you came up with your idea can help Staff and others understand how your business opportunity will be a real business.

Chapter 5 Slide 10

GOALS AND OBJECTIVES

Your business plan should outline your goalsshortterm, medium-term, and long-term, in numbers and dates.

Chapter 5 Slide 11

BT PRODUCTS OR SERVICES

In this section your business plan should: Explain how your products or services differ from those already on the market. Describe the industry you will operate in and if partners integration is needed. Describe the locations of your business, national, international.

FORM OF BT BUSINESS OPPORTUNITY

Chapter 5 Slide 12

Identify your form of business structure: BT only, BT as integrator, BT as a partner Provide information relevant to your form of opportunity architecture: IT O/S, Communications Networking, DC, Security, Cloud Computing

Chapter 5 Slide 13

MANAGEMENT AND STAFFING

Demonstrate that you and the people working with you have the experience, maturity, and common sense to manage your business. Explain the needed support if any

Chapter 5 Slide 14

ACCOUNT MARKETING

The marketing section should: Identify your prospective business areas Describe the size of the opportunity for your product or service. Explain how you plan to work the opportunity. Explain how you plan to deal with competition (Who they are??)

Chapter 5 Slide 15

ACCOUNT CURRENT AND PROJECTED FINANCIAL STATEMENTS

The financial section has three elements: Identification of risks ( Bid, RFP, RFI??) Financial statements (Budget??) Funding request and return on investment

ADDITIONAL ELEMENTS OF THE ACCOUNT/BUSINESS PLAN

Chapter 5 Slide 16

Some businesses need to provide additional information in their business plans related to:

Licensing (Communication solutions-- (voice)) Legal restrictions (Subcontracting) Regulations (Internals-SLA,OLA,KPI)

Chapter 5 Slide 17

CREATE AN EFFECTIVE ACCOUNT/BUSINESS PLAN

GOALS

Research your basic data for the account/business plan. Organize your data supporting the account/business plan of your business opportunity.

Chapter 5 Slide 18

RESEARCH THE ACCOUNT/BUSINESS PLAN Print resources ( all of them) Online resources People resources (Virtual, on site) Additional resources

Chapter 5 Slide 19

PUT YOUR ACCOUNT/BUSINESS PLAN TOGETHER

Introductory elements
Table of contents (Structure of Offer) Statement of purpose (SOW) Executive summary

Main body of your plan Appendix