Business Plan Evaluation Format
Business Plan Evaluation Format
Business Plan Evaluation Format
EVALUATION FORM
Team Name:
I.
(value = 60%)
Please evaluate the Written Business Plan using the criteria below:
1. Executive Summary & Company Overview
-
(10%)
Poor
fair
good
Comments/Questions:
The team has demonstrate
______________________________________________________________________________
______________________________________________________________________________
2. Products or Services: Business description
-
(5%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
(10%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
6. Competitive Advantage: Competitve Matrix
-
(10%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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
Income Statement
Balance Sheet
Funds Required & Uses
Key Assumptions (Trends, comparatives)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Team Name
II.
Judge
(value = 10%)
ViableNot 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 competitive
Advantages 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)
III.
Presentation
(value = 30%)
Please evaluate the Business Plan Presentation using the criteria below:
1. Formal Presentation
-
(value = 60%)
33%
6%
2
3
3
4
3
___________________
___________________
2%
5
4
3
3
3
2
or in place (IPR)?
3
___________________
___________________
___________________
41%
6%
siness practices?
3
4
2
5
3
2
3
3
___________________
___________________
___________________
5%
3
2
2
2
t or service.
___________________
___________________
___________________
3%
3
3
4
3
3
2
___________________
___________________
___________________
5%
2
2
4
3
_____________
___________________
___________________
6%
4
3
2
3
3
3
3
2
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
(value = 10%)
19.0
8%
4.0
4
4
4
4
___________________
___________________
___________________
___________________
___________________
___________________
7.0
3.6
4
3
4
4
3
21%
3.4
4
3
3
3
4
___________________
___________________
___________________
___________________
___________________
___________________
___________________
62%
I.
(value = 60%)
Please evaluate the Written Business Plan using the criteria below:
1. Executive Summary & Company Overview
-
(10%)
Poor
fair
good
Comments/Questions:
The team has demonstrate
______________________________________________________________________________
______________________________________________________________________________
2. Products or Services: Business description
-
(5%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
(10%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
6. Competitive Advantage: Competitve Matrix
-
(10%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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
Income Statement
Balance Sheet
Funds Required & Uses
Key Assumptions (Trends, comparatives)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Team Name
II.
Judge
(value = 10%)
ViableNot 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 competitive
Advantages 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)
III.
Presentation
(value = 30%)
Please evaluate the Business Plan Presentation using the criteria below:
1. Formal Presentation
-
(value = 60%)
35%
6%
3
4
3
2
4
___________________
___________________
2%
or in place (IPR)?
4
4
3
3
4
3
3
3
___________________
___________________
___________________
41%
7%
siness practices?
4
5
3
5
3
3
3
2
___________________
___________________
___________________
6%
3
3
3
2
t or service.
___________________
___________________
___________________
3%
3
2
3
2
2
3
___________________
___________________
___________________
5%
3
2
2
3
_____________
___________________
___________________
6%
2
3
3
4
4
3
3
2
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
(value = 10%)
16.0
6%
4.0
4
4
4
4
___________________
___________________
___________________
___________________
___________________
___________________
6.8
3.4
4
3
3
4
3
20%
3.4
4
3
3
3
4
___________________
___________________
___________________
___________________
___________________
___________________
___________________
62%
I.
(value = 60%)
Please evaluate the Written Business Plan using the criteria below:
1. Executive Summary & Company Overview
-
(10%)
Poor
fair
good
Comments/Questions:
The team has demonstrate
______________________________________________________________________________
______________________________________________________________________________
2. Products or Services: Business description
-
(5%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
(10%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
6. Competitive Advantage: Competitve Matrix
-
(10%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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
Income Statement
Balance Sheet
Funds Required & Uses
Key Assumptions (Trends, comparatives)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Team Name
II.
Judge
(value = 10%)
ViableNot 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 competitive
Advantages 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)
III.
Presentation
(value = 30%)
Please evaluate the Business Plan Presentation using the criteria below:
1. Formal Presentation
-
(value = 60%)
28%
5%
2
2
3
3
2
___________________
___________________
or in place (IPR)?
___________________
___________________
___________________
1%
2
2
2
2
3
3
2
3
35%
siness practices?
6%
2
3
3
4
3
2
2
3
___________________
___________________
___________________
t or service.
4%
2
2
2
2
___________________
___________________
___________________
3%
2
2
3
2
3
3
___________________
___________________
___________________
5%
3
2
2
3
_____________
___________________
___________________
5%
3
3
2
3
3
2
3
2
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
(value = 10%)
16.0
6%
4.0
4
4
4
4
___________________
___________________
___________________
___________________
___________________
___________________
4.4
2.2
2
2
2
3
2
13%
___________________
___________________
___________________
___________________
___________________
___________________
___________________
2.2
2
2
2
2
3
48%
I.
(value = 60%)
Please evaluate the Written Business Plan using the criteria below:
1. Executive Summary & Company Overview
-
(10%)
Poor
fair
good
Comments/Questions:
The team has demonstrate
______________________________________________________________________________
______________________________________________________________________________
2. Products or Services: Business description
-
(5%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
(10%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
6. Competitive Advantage: Competitve Matrix
-
(10%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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
Income Statement
Balance Sheet
Funds Required & Uses
Key Assumptions (Trends, comparatives)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Team Name
II.
Judge
(value = 10%)
ViableNot 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 competitive
Advantages 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)
III.
Presentation
(value = 30%)
Please evaluate the Business Plan Presentation using the criteria below:
1. Formal Presentation
-
(value = 60%)
36%
7%
3
4
3
3
4
___________________
___________________
or in place (IPR)?
___________________
___________________
___________________
2%
5
4
3
3
3
2
2
3
43%
siness practices?
6%
4
3
3
5
3
2
2
2
___________________
___________________
___________________
t or service.
6%
3
4
3
2
___________________
___________________
___________________
3%
3
3
4
3
2
2
___________________
___________________
___________________
5%
4
2
2
2
_____________
___________________
___________________
7%
3
4
4
4
4
4
3
2
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
(value = 10%)
18.0
7%
4.0
4
4
4
4
___________________
___________________
___________________
___________________
___________________
___________________
7.2
3.6
4
3
4
4
3
22%
___________________
___________________
___________________
___________________
___________________
___________________
___________________
3.6
4
4
3
3
4
64%
I.
(value = 60%)
Please evaluate the Written Business Plan using the criteria below:
1. Executive Summary & Company Overview
-
(10%)
Poor
fair
good
Comments/Questions:
The team has demonstrate
______________________________________________________________________________
______________________________________________________________________________
2. Products or Services: Business description
-
(5%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
(10%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
6. Competitive Advantage: Competitve Matrix
-
(10%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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
Income Statement
Balance Sheet
Funds Required & Uses
Key Assumptions (Trends, comparatives)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Team Name
II.
Judge
(value = 10%)
ViableNot 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 competitive
Advantages 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)
III.
Presentation
(value = 30%)
Please evaluate the Business Plan Presentation using the criteria below:
1. Formal Presentation
-
(value = 60%)
42%
8%
3
4
4
4
5
___________________
___________________
or in place (IPR)?
___________________
___________________
___________________
2%
5
4
3
3
4
3
3
4
49%
siness practices?
7%
4
4
3
5
4
3
3
3
___________________
___________________
___________________
t or service.
8%
4
5
3
3
___________________
___________________
___________________
4%
4
3
3
3
3
5
___________________
___________________
___________________
7%
3
3
4
4
_____________
___________________
___________________
6%
3
3
3
3
4
4
3
2
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
(value = 10%)
18.0
7%
4.0
4
4
4
4
___________________
___________________
___________________
___________________
___________________
___________________
7.4
3.8
4
4
3
4
4
22%
___________________
___________________
___________________
___________________
___________________
___________________
___________________
3.6
4
3
4
3
4
71%
I.
(value = 60%)
Please evaluate the Written Business Plan using the criteria below:
1. Executive Summary & Company Overview
-
(10%)
Poor
fair
good
Comments/Questions:
The team has demonstrate
______________________________________________________________________________
______________________________________________________________________________
2. Products or Services: Business description
-
(5%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
(10%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
6. Competitive Advantage: Competitve Matrix
-
(10%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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
Income Statement
Balance Sheet
Funds Required & Uses
Key Assumptions (Trends, comparatives)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Team Name
II.
Judge
(value = 10%)
ViableNot 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 competitive
Advantages 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)
III.
Presentation
(value = 30%)
Please evaluate the Business Plan Presentation using the criteria below:
1. Formal Presentation
-
(value = 60%)
41%
7%
4
3
3
3
4
___________________
___________________
or in place (IPR)?
___________________
___________________
___________________
2%
5
3
3
2
5
3
3
3
41%
siness practices?
8%
4
4
5
5
3
3
3
3
___________________
___________________
___________________
t or service.
8%
3
4
5
3
___________________
___________________
___________________
3%
3
3
4
3
4
3
___________________
___________________
___________________
7%
4
4
4
3
_____________
___________________
___________________
7%
3
3
4
4
4
4
3
2
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
(value = 10%)
0.0
0%
0.0
___________________
___________________
___________________
___________________
___________________
___________________
0.0
0.0
0%
___________________
___________________
___________________
___________________
___________________
___________________
___________________
0.0
41%
I.
(value = 60%)
Please evaluate the Written Business Plan using the criteria below:
1. Executive Summary & Company Overview
-
(10%)
Poor
fair
good
Comments/Questions:
The team has demonstrate
______________________________________________________________________________
______________________________________________________________________________
2. Products or Services: Business description
-
(5%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
(10%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
6. Competitive Advantage: Competitve Matrix
-
(10%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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
Income Statement
Balance Sheet
Funds Required & Uses
Key Assumptions (Trends, comparatives)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Team Name
II.
Judge
(value = 10%)
ViableNot 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 competitive
Advantages 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)
III.
Presentation
(value = 30%)
Please evaluate the Business Plan Presentation using the criteria below:
1. Formal Presentation
-
(value = 60%)
26%
5%
2
2
3
3
2
___________________
___________________
or in place (IPR)?
___________________
___________________
___________________
2%
4
4
3
3
3
2
2
3
32%
siness practices?
5%
0
4
3
5
2
2
2
2
___________________
___________________
___________________
t or service.
5%
3
2
2
2
___________________
___________________
___________________
2%
3
2
3
2
2
2
___________________
___________________
___________________
4%
2
2
2
2
_____________
___________________
___________________
3%
3
1
1
1
0
0
3
2
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
(value = 10%)
15.0
6%
4.0
4
4
4
4
___________________
___________________
___________________
___________________
___________________
___________________
6.8
3.2
3
3
3
3
4
20%
___________________
___________________
___________________
___________________
___________________
___________________
___________________
3.6
4
3
4
3
4
52%
I.
(value = 60%)
Please evaluate the Written Business Plan using the criteria below:
1. Executive Summary & Company Overview
-
(10%)
Poor
fair
good
Comments/Questions:
The team has demonstrate
______________________________________________________________________________
______________________________________________________________________________
2. Products or Services: Business description
-
(5%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
(10%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
6. Competitive Advantage: Competitve Matrix
-
(10%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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
Income Statement
Balance Sheet
Funds Required & Uses
Key Assumptions (Trends, comparatives)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Team Name
II.
Judge
(value = 10%)
ViableNot 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 competitive
Advantages 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)
III.
Presentation
(value = 30%)
Please evaluate the Business Plan Presentation using the criteria below:
1. Formal Presentation
-
(value = 60%)
42%
7%
4
3
4
4
3
___________________
___________________
or in place (IPR)?
___________________
___________________
___________________
2%
5
4
3
3
3
3
3
4
50%
siness practices?
7%
3
4
3
5
3
3
3
3
___________________
___________________
___________________
t or service.
8%
3
4
5
4
___________________
___________________
___________________
4%
4
3
4
3
4
3
___________________
___________________
___________________
7%
4
4
4
3
_____________
___________________
___________________
7%
3
3
4
4
4
4
3
3
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
(value = 10%)
19.0
8%
4.0
4
4
4
4
___________________
___________________
___________________
___________________
___________________
___________________
7.4
4.0
4
4
4
4
4
22%
___________________
___________________
___________________
___________________
___________________
___________________
___________________
3.4
4
3
3
3
4
72%
I.
(value = 60%)
Please evaluate the Written Business Plan using the criteria below:
1. Executive Summary & Company Overview
-
(10%)
Poor
fair
good
Comments/Questions:
The team has demonstrate
______________________________________________________________________________
______________________________________________________________________________
2. Products or Services: Business description
-
(5%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
(10%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
6. Competitive Advantage: Competitve Matrix
-
(10%)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
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
Income Statement
Balance Sheet
Funds Required & Uses
Key Assumptions (Trends, comparatives)
Comments/Questions:
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
______________________________________________________________________________
Team Name
II.
Judge
(value = 10%)
ViableNot 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 competitive
Advantages 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)
III.
Presentation
(value = 30%)
Please evaluate the Business Plan Presentation using the criteria below:
1. Formal Presentation
-
(value = 60%)
45%
7%
3
4
4
4
3
___________________
___________________
or in place (IPR)?
___________________
___________________
___________________
2%
5
4
4
3
3
3
3
4
54%
siness practices?
7%
3
4
4
5
3
4
3
3
___________________
___________________
___________________
t or service.
9%
3
4
5
5
___________________
___________________
___________________
4%
5
4
5
3
3
3
___________________
___________________
___________________
7%
4
4
4
3
_____________
___________________
___________________
9%
4
4
5
5
5
5
4
3
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
___________________
(value = 10%)
22.0
9%
4.0
4
4
4
4
___________________
___________________
___________________
___________________
___________________
___________________
9.8
4.8
5
4
5
5
5
29%
___________________
___________________
___________________
___________________
___________________
___________________
___________________
5.0
5
5
5
5
5
83%