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Business Planning for History-Related Projects

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Table of contents Executive Summary ………………………………………...Background and history ……………………………………..Product or Service …………………………………………..Industry Analysis ……………………………………………..Market Analysis …………………………………………….Marketing and Sales ………………………………………...Management and Organization ……………………………..Manufacturing Process ……………………………………...Risk assessment …………………………………………….. Financials …………………………………………………... Appendices …………………………………………………

Слайды и текст этой презентации

Слайд 1Business Planning for History-Related Projects
Omsk, 2017
Fomina Yulia,
PhD in Economics,

Associate professor,
Department of Economics
F. M. Dostoyevsky State University, Omsk



Background and history

Business Planning for History-Related ProjectsOmsk, 2017Fomina Yulia, PhD in Economics, Associate professor, Department of EconomicsF. M. Dostoyevsky

Слайд 2Table of contents
Executive Summary ………………………………………...
Background and history ……………………………………..
Product or Service

…………………………………………..
Industry Analysis ……………………………………………..
Market Analysis …………………………………………….
Marketing and Sales ………………………………………...
Management and Organization

……………………………..
Manufacturing Process ……………………………………...
Risk assessment ……………………………………………..
Financials …………………………………………………...
Appendices …………………………………………………

Table of contents Executive Summary ………………………………………...Background and history ……………………………………..Product or Service …………………………………………..Industry Analysis ……………………………………………..Market Analysis …………………………………………….Marketing and

Слайд 3II. Background
Company Name
Legal status
Statement of Mission
Objectives
Industry Analysis & Trends

II. BackgroundCompany NameLegal statusStatement of MissionObjectivesIndustry Analysis & Trends

Слайд 4Company Name
Your own name
The legal corporate or company name
Brand name(s)
Model

name(s)
Subsidiary company name(s)
Domain name(s)

Company NameYour own nameThe legal corporate or company nameBrand name(s)Model name(s)Subsidiary company name(s)Domain name(s)

Слайд 5Legal Issues
Type of legal entity, ownership
Licensing or distribution agreements
Trademarks,

patents, copyrights
Location
Company history 

Legal IssuesType of legal entity, ownership Licensing or distribution agreementsTrademarks, patents, copyrightsLocationCompany history 

Слайд 6Statement of Mission
sum up the basic objectives and philosophy of

your company in just a few sentences

the nature of

your business
your business principles,
your financial goals,
your “corporate culture,”
and how you expect to have your company viewed in the marketplace.

Statement of Missionsum up the basic objectives and philosophy of your company in just a few sentences

Слайд 7Mission Statement of Costco
“[Our mission is] To continually provide our

members with quality goods and services at the lowest possible

prices. In order to achieve our mission we will conduct our business with the following five responsibilities in mind: obey the law, take care of our members, take care of our employees, respect our vendors, reward our shareholders.”
Mission Statement of Costco“[Our mission is] To continually provide our members with quality goods and services at

Слайд 8Our mission
We are a successful, growing, sustainable business.  We will

work to create a better future everyday. We will help

people look good, feel good and get more out of life with brands and services that are good for them and for others. We will inspire people to take small everyday actions that can add up to a big difference for the world. We will develop new ways of doing business that will allow us to double the size of our company while reducing our environmental impact.
Our mission We are a successful, growing, sustainable business.  We will work to create a better future

Слайд 9Vision statement 
A statement about how you envision the future of

the company

Vision statement A statement about how you envision the future of the company

Слайд 10

Our Vision
Our vision serves as the framework for

our Roadmap and guides every aspect of our business by describing what we need to accomplish in order to continue achieving sustainable, quality growth.
People: Be a great place to work where people are inspired to be the best they can be.
Portfolio: Bring to the world a portfolio of quality beverage brands that anticipate and satisfy people's desires and needs.
Partners: Nurture a winning network of customers and suppliers, together we create mutual, enduring value.
Planet: Be a responsible citizen that makes a difference by helping build and support sustainable communities.
Profit: Maximize long-term return to shareowners while being mindful of our overall responsibilities.
Productivity: Be a highly effective, lean and fast-moving organization.

Our Vision Our vision

Слайд 11Objectives
Attain sales of $166,000 in the first year.
Increase second year

sales by 50% and third year by 30%.
Expand to two stores

by the third year of business.

ObjectivesAttain sales of $166,000 in the first year.Increase second year sales by 50% and third year by

Слайд 12 Industry Analysis & Trends

A description of your industry;
Trends in

your industry; and
Strategic opportunities.

Industry Analysis & TrendsA description of your industry;Trends in your industry; andStrategic opportunities.

Слайд 13Your Economic Sector
Primary or extractive
Secondary or manufacturing
Tertiary or services
Quaternary

or knowledge
Quinary or culture and research

Your Economic Sector Primary or extractiveSecondary or manufacturingTertiary or services Quaternary or knowledge Quinary or culture and

Слайд 14Your Industry
1. Name and describe the industry.
2. Describe the regulatory,

political, and legal issues in this industry.
3. Describe the growth

rate of the industry and the state of the evolution of the industry.
4. Describe the profit potential and the typical return on capital in the industry.
5. Describe the competitors in the industry and the rivalry among them.

Your Industry1. Name and describe the industry.2. Describe the regulatory, political, and legal issues in this industry.3.

Слайд 15Industry Maturity

Industry Maturity

Слайд 16Sensitivity to Economic Cycles
Some industries are heavily dependent on strong

economies, either nationally or internationally, and it is crucial to

understand how vulnerable your industry is to economic conditions.

Sensitivity to Economic CyclesSome industries are heavily dependent on strong economies, either nationally or internationally, and it

Слайд 17Seasonality
For many industries, certain times of the year produce higher

revenues than others.
understand and account for the seasonal factors

that have an impact on your income and expenses.


SeasonalityFor many industries, certain times of the year produce higher revenues than others. understand and account for

Слайд 18Technology
Technology changes the way products are made and sold, how

information and communication is managed, and how costs are reduced.


take note of the technological developments of the last 5 or 10 years.

TechnologyTechnology changes the way products are made and sold, how information and communication is managed, and how

Слайд 19Regulation/Certification
Indicate your industry’s sensitivity to regulation and certification

Regulation/CertificationIndicate your industry’s sensitivity to regulation and certification

Слайд 20Supply and Distribution Channels
indicate the relative numbers of supply and

distribution channels in your industry

Supply and Distribution Channelsindicate the relative numbers of supply and distribution channels in your industry

Слайд 21Financial Characteristics
Normal Retail Markup of Goods
Normal Distributor Markup of Goods
Typical

Sales Commission Percentage
Standard Credit Terms
Days of Inventory Maintained
Average Percentage of

Return on Sales
Financial CharacteristicsNormal Retail Markup of GoodsNormal Distributor Markup of GoodsTypical Sales Commission PercentageStandard Credit TermsDays of Inventory

Слайд 22Barriers to Entry
Potential barriers to entry into an industry:
Economies

of scale
Cost advantages independent of scale
Product differentiation
Contrived deterrence
Government regulation
Switching costs

Barriers to EntryPotential barriers to entry into an industry: Economies of scaleCost advantages independent of scaleProduct differentiationContrived

Слайд 23SWOT Analysis
A firm’s strengths are its resources and capabilities.
Its

weaknesses are its limitations of organization or lack of capabilities

or resources.
A firm’s opportunities are its chances for success in a new entry or product in its industry.
The threats are actions or events outside its control in the competitive environment.

SWOT AnalysisA firm’s strengths are its resources and capabilities. Its weaknesses are its limitations of organization or

Слайд 24SWOT Analysis

SWOT Analysis

Слайд 25SWOT Analysis

SWOT Analysis

Слайд 26Usage Considerations
Advantages
The SWOT analysis helps quickly analyze various aspects

of the current state of the organization and its environment

prior to identifying potential solution options.
Disadvantages
The SWOT analysis is a very high-level view; more detailed analysis is almost always needed.
Usage ConsiderationsAdvantages The SWOT analysis helps quickly analyze various aspects of the current state of the organization

Слайд 27To find potential solutions

To find potential solutions

Слайд 28To find potential solutions

To find potential solutions

Слайд 29Video
https://www.youtube.com/watch?v=H8FANR-2u2Q
Strategic Planning: SWOT and TOWS analysis

Video https://www.youtube.com/watch?v=H8FANR-2u2QStrategic Planning: SWOT and TOWS analysis

Слайд 30https://vk.com/bp4hp

Thank you for attention!

E-mail: Fomina-u-a@yandex.ru

https://vk.com/bp4hp Thank you for attention! E-mail: Fomina-u-a@yandex.ru

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