1. Executive Summary

i.         Include growth plans and revenue snapshots

ii.       Chart or diagram

iii.      Include some specifics

iv.     Business specifics, Address, people, etc.

2. Industry Overview

i.         Large retained search firms

ii.       Boutique retained search firms

iii.      Contingency firms and Staffing services

iv.     Consulting firms

v.       Outplacement/Change Management Firms

vi.     Products

vii.    Current needs and opportunities within the market

3. Business Concept and Model

i.         MVV outlines

ii.       Operating Procedures

4. Marketing Plan

i.         Identify target market

ii.       Lead generation

iii.      Advertising??

iv.     Public relations

v.       Networking

vi.     Branding/Creative face of QuPeople

5. Sales Strategy/Plan                                                             QuHome  QuSistene

i.         Sales forecast spreadsheet

ii.       Sales approach

6. Advantages and Risks

7. Startup and Growth Plan

i.         Three year plan

ii.       Projected strategic partnerships

8. Management/Ownership

i.         Capital structure

ii.       Bios

9. Roles and Responsibilities Operations

i.          Buy out plans, exit strategies, etc.

10. Financials

i.         Budget

ii.       Growth                                                        QuHome  QuSistene

Project Thin Plan   

Who is this Business Plan going to be for? Three things, Business plan, Strategic Plan, Operations Plan. Marketing Plan is a part of each of them. Business plan you could leave on a bus bench, but the Strategic and Operations plans contain the Secret Sauce and shouldn’t be spread around.

How does the business begin to germinate? What does that look like? Search, Temp, etc. begin to feed the coffers to support the other aspects of the company.

Tony Davis 310 994 9444

What is a business plan? A method of getting aligned within the team itself. Something that a company has on the shelf that anyone can look at that will make it clear what QuPeople does. Description of business with projections. Who the market is. What the distinguishing features are. Not a marketing plan. Why do we do what we do. What is our product line. Financial plan for how we make money. Bios of who is involved. The DNA of the business – not blueprint (that is the strategic plan). Definitions of services that the company offers. Business plan has branding personality. Includes mission. Outline of components of infrastructure. Human resources, technical, IT, Operations, Financials (perhaps Tony does). Management ownership, governance. Marketing and sales elements. It has a tone or flavor and all the components and divisions of business in one public document.

Who is the audience for this document? Potential investors, potential new partners/employees, synergistic partners. Not for every customer. Us, so we can gain clarity.

Business plan is thin and remains high level. Has diagrams and charts. Lot of white space. Definite flavor and branding clear. Visually stimulating. Feels great. Proof read comprehensively. Flows easily. Elegant. Snap to put together. Collaborative effort that assimilates with ease and grace. Compelling, Sexy, Magic. Stylish.

READ THE ART OF POSSIBILITY                                              QuHome  QuSistene

Business Plan report:  Decisions made at Meeting 3/5, Roberto Blain's house.
Attending:  Kerry Ward, Jeri Wilson, Roberto Blain, Soren Kerk

Officers Nominated and approved

• Roberto     President
• Kerry           VP
• Jeri             Treasurer
• Soren         Secretary

BOD (Board of Directors) Nominated and approved

• 5 members - 4 founders + 1
• April 2 Open next seat
• March 5/2003 - Next seat open
• Marge Randolph
• Joann Ashman    
• Lee Tomlinson

10 points of Buss plan - outline presentation of vision and manifestation at tomorrow's meeting.  Kerry will provide outline/agenda.  He has now emailed us same.

In an email of 3/4 after the meeting, KW laid out:

Financials Kerry 5 minute overview (Kathy Saigeon time needed)

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