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THE EXECUTIV

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NOT A BUSINESS PLAN

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DIRECTION FINDER( AN EXECUTIVE SUMAMRY)

Everybody shall understand where YOU are headed!!!!!!

And

Are they interested ?

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CHARACTERISTICS OF AN EXECUTIVE SUMMARY THAT SELLS

Points me in the right direction - e.g. not just another company in the health space, but.…

Makes it easy - uses clear and concise language, graphics

Helps me find what I ( source of capital) look for

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CHARACTERISTICS OF AN EXECUTIVE SUMMARY THAT SELLS - 2

Gives me something special - new insight into the market e.g. definition, competition

Presents a compelling rationale and positioning

Shows the “unfair” competitive advantage

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CONTENTS OF AN EXECUTIVE SUMMARY

(It’s a subjective thing –but you know it when you see it) CONCISE

CLEAR

CONTAINS THE MEAT

COMPREHENSIVE

COMPELLING

plus: Considers The “Unfair” Advantage

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CONTENTS OF AN EXECUTIVE SUMMARY

THE MEAT THE POSITIONING/SIZE THE MARKET NEED/PAIN THE PRODUCT SOLUTION THE VALUE PROPOSITION THE PEOPLE

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CONTENTS

Not necessarily always the same

Not always the same order

FIGURE OUT THE BEST WAY TO TELL WHY THIS IS SPECIAL AND WILL BE A SUCCESS to whomever the audience you are giving it

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WHAT DOES IT LOOK LIKE

Pictures and graphs help make the point

Bullets make it easier

Underlines etc…

Don’t forget this easy stuff………REMEMBER

If they don’t get it---YOU DIDN’T GET IT !!!!

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THINGS TO THINK ABOUT

This is not a company advertisement

IT IS CUSTOMER FOCUSED !!!!!

Think outputs NOT inputsIf you have multiple plants –

why is that important to the customer????

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JUST THE PEARLS OF WISDOM

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SPECIAL CONSIDERATIONS

A great Exec. Sum. makes it easier to communicate with many interested groups.

board

employees

bank and other lenders

vendors/partners

customers

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SUMMARY

An Exec. Sum. forces you to get to the why has this opportunity got a HIGH probability of “success”!

And maintaining “success”And do it succinctly !!

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JUST THE MAIN POINTS, LEAVE THE FUZZY STUFF OUT!

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A 3 MINUTE PRESENTATION

GREAT STUFF ONLY

WHAT DO I WANT TO KNOW TO INVEST ( OR LEND TO)

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WHAT DO THE OTHERS HAVE TO DO ??

1. I don’t understand…..

2. I would have expected….

3. Did you know…..

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Be prepared to ask the presenter the following….

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ACTION!!!!!!