Marketing plans should be winners. They must help management increase market share, sales, and other goals. This is vital for small businesses as they must achieve the highest return on investment. Pioneer Marketing will provides its clients with a broad range of “winning” marketing consulting services. These services include both tactical implementation and strategic planning. Strategic planning utilizes those processes that lead to an executable marketing plan including identifying areas of opportunity, market segmentation, product line analysis, financial planning, competitive analysis, and culminate in the design of a project implementation plan. This will be used as a guideline for planning and supervising all marketing activities. Once completed, the tactical process is initiated leading to the real-world execution of the plan.
Pioneer Consulting is comprised of five graduate students of the Marshall School of Management State University. Marshall’s Marketing Program ranks in the top fifteen in the country. Its graduates have gone on and taken positions at some of the most prominent marketing firms in the United States. The members of Pioneer Consulting won this year’s Andrew Stiegman Marketing Competition. This prestigious award honors the small business with the best marketing plan. A panel of marketing professionals evaluated the proposals submitted by representatives from the five graduate marketing programs in the region.
The target client of Pioneer Consulting is the small business that can rarely afford the cost of contracting the services of a marketing firm to maximize the effectiveness of their marketing expenditures. Pioneer Consulting is a results-driven marketer firm. We offer a variety of services. This allows us to evaluate a variety of marketing communications tools, choosing those that are best suited to the client’s requirements. Combining these tools allows us to create meaningful, efficient marketing for maximum results.
1.1 Mission
Our primary focus is to partner with clients and help them achieve their marketing goals. We provide total support and a commitment for clients to communicate their ideas in a creative, strategic, and cost-effective way.
Success: 1.2 Keys
The technical expertise to minimize the learning curve and minimize expenses for our clients.
Be a part of our client’s business team.
Assure timely launch for each client’s Marketing Program.
Generate new innovative strategies for our clients that result in a high-quality and cost-effective product.
ScholarshipAssist helps college-bound students find scholarship money. ScholarshipAssist can increase the amount of scholarship money for students with a scholarship, or increase the probability of receiving a scholarship award to those who are close to receiving one. ScholarshipAssist offers personalized consulting and a vast database of scholarships.
Keys to Success
ScholarshipAssist has identified three keys to success which it believes will be instrumental to the health of the organization. First, customers must be offered significant value. A 60% success rate is required to secure scholarships and increase the amount. Adherence to strict financial controls is the third key.
Market
ScholarshipAssist is able to segment its market into two distinct groups. The first group is sure thing applicants, the market segment that is very likely to receive scholarships. This segment is increasing at 10% per year, with 93,000 potential clients. This group includes the questionables. Their needs will be met significantly by ScholarshipAssist’s guidance. This group has a 11% annual rate and 112,000 potential participants.
Management
Steve Tracker, a veteran in the industry, is heading ScholarshipAssist. Steve’s education includes a Babson College MBA in Business. He worked in the Fannie Mae financial aid department, Babson college and Pew Charitable Trust Foundation. ScholarshipAssist can only succeed with a skilled manager.
ScholarshipAssist projects sales of $172 589 in year two, and $232 508 in year three. The next three years will see increased profitability. ScholarshipAssist’s combination of a well-designed business plan in a rapidly growing market and a skilled manager will allow for rapid market penetration in a dynamic market.
1.1 Mission
The mission of ScholarshipAssist is to help thousands of college students realize their dream of attending college by helping them find scholarships. ScholarshipAssist will aim to maintain 100% customer satisfaction for all clients.
1.2 Objectives
Be the resource for scholarship assistance
You will reach profitability by year end.
Within three years, achieve annual sales of $200,000
1.3 Keys for Success
A comprehensive database with useful information about application and scholarships can provide clients with significant value.
Help at least 60% of the clients secure significant scholarships.
Office Space Solutions is a business improvement company. The company is focused on high-growth firms and helps to streamline communication, paper flow, office systems, and other administrative processes. It also assesses office space organization and office flow. The results are a complete turnaround, including improved efficiency, reduced costs and higher incomes, as well as happier people.
Office Space Solutions is able to offer two key competitive advantages. First, our team has extensive experience in office space management. Second, we have a high level of efficiency in work flow. Bev Johnson is the owner. She spent the last 10 years working in three start up companies that were growing rapidly. It was Bev Johnson’s responsibility to manage each company’s personnel growth and improve employee productivity. This experience was priceless. Office Space Solutions is able to capitalize on the benefits of networking that Bev has accumulated through her previous industry relationships.
1.1 Mission
Office Space Solutions’ mission it to provide superior support services for their clients. The goal of Bev is to retain and attract customers. Everything else will follow this principle. Her services will exceed the expectations of her customers.
1.2 Keys to Success
The following objectives are set for the initial three years of operation
To create a service-based firm whose primary goal will be to exceed customers’8217; expectations.
To increase the number of clients served by 20% per year through superior performance.
To build a sustainable start up business that is financially profitable.
Vista Total Market Equity is our company’s flagship investment product. This strategy will initially be offered via a mutual fund registered by the U.S. Securities Exchange Commission. Technological advances also allow for economically viable distribution channels such as separate managed portfolios for large accounts. This plan also contains details about our investment products. It’s worth mentioning that we are excited about a piece of research that will be published by the Journal of Portfolio Management. It supports our primary product offering. Ennis Knupp, an elite institution investment consulting firm published a study entitled, ‘Failure Of The Multiple-Specialist Strategy. Case for Whole Stock portfolios.’
VISTA INVESTORS will be structured as a partnership designed to capitalize on industry research performed by one of the founding entrepreneurs, Michael Douglas, during his professional career in investment management research. Douglas has conducted over 30 research visits at investment offices during the past year. Douglas met hundreds of key investment professionals, either via phone or face-toface, with people all over the world. Douglas’s team presents his business plan as an outline of how a successful investment manager organization should look in the face of changing industry influences.
VISTAINVESTORS will offer high net-worth or angel#8221 investors the opportunity to purchase minority ownership in return for contributions towards VISTAINVESTORS’′ operating capital and to provide seed assets to support the investment products described. This document by itself does not constitute an offer or guarantee of any kind. There are many risks associated with VISTA INVESTORS’’s business plan, beyond those listed in this document.
1.1 Objectives
The purpose of VISTA INVESTORS is to create value for owners, employees, and investors via the establishment of an investment management organization designed for the Third Generation. Merrill Lynch & Co., Inc., Barra Strategic Consulting Group define the Third Generation as a phase within the investment industry that requires a specific set of abilities for success. This study, many other studies and, perhaps most importantly, our industry experience have been used by our team to create a plan for the success VISTA INVESTORS.
1.2 Mission
All portfolios can be executed quickly and efficiently with buy and sell decisions. Trading rotations are used, where applicable, to avoid any type or systematic advantage/disavantage that accounts might experience. We would not allow any circumstances to force us to stray from our discipline.
1.3 Keys to Success
Performance is the most critical factor in investment management. Morningstar is a widely-respected organization for its accreditation in mutual funds. This is why one of our main goals is to achieve a rating. Morningstar will only rate funds with a minimum three-year performance history.
StructureAll Ltd. will be a consulting firm that specializes on structural engineering services. To reduce startup costs, a home office will be set up in Yellowknife (NT) during the first year. The founder of the firm is a professional engineer with eighteen years of progressive and responsible experience.
The founder, Philip Nolan, provided an initial investment towards start-up costs. Of this, more than half is required for start-up expenses while the balance is to to be placed in the company accounts as working capital.
The firm will focus on providing visualization and 3D modeling services to our clients. State-of-the-art analysis and design tools will be an integral part of the business plan. Implementation of a quality control and assurance program will provide a focus for production work.
1.1 Objectives
In the first year, revenues were modest. However, they grew slowly over the next two.
At the end the third year, the market value has reached 20%
The third year of operation will see a significant increase in gross margin.
1.2 Mission
Our mission is to provide structural engineering services to clients in Canada’s North, for all types, starting from concept planning to completion. We have a highly skilled professional team that uses common sense and practical experience.
1.3 Keys to Success
Professional quality services delivered on time and within budget
To gauge client performance, develop a follow up strategy.
Implement and maintain a quality control and assurance policy.
Creative Concepts Computer Design will provide computer and technical consulting to local small businesses as well as home PC users. The company will be focusing on quality, marketing, responsiveness, and customer retention.
The Company
Creative Concepts, at first, will be a sole-proprietorship with little outside financing. Creative Concepts, which will be located in Eugene, Oregon, will serve local customers from a studio room within the owner’s home.
Bram Ekstrand will own Creative Concepts in the beginning. The company could expand and add employees, depending on its growth.
The Market
Market research indicates that additional businesses could fill a niche in the market. Due to the extraordinary pace of technological innovation in the computing industry, there is a constant demand for businesses that are skilled at updating and advising customers regarding computer-related issues. Most of our business revenue comes from PC owners at home. These jobs will typically consist of minor upgrades services and advising. Business Week projects that the computing industry will grow at a rate in excess of 12%, and that processor speeds will continue to increase for many years to provide a rich resource for sales.
Creative Concepts is focusing primarily on the home-PC market. These customers are more likely to request simpler, quicker and less resource-intensive jobs than their small business counterparts. This market also offers more flexibility in service times, which allows for a more productive work day.
Eugene and its surrounding areas will be our target market. Creative Concepts is a small business that has been able to access a lot of business through market research. Promotional mediums such as radio and print ads can be used to promote your business if there is a demand.
Two major competitors compete in the computer upgrade market in the greater Eugene/Springfield. VOS Computers (and Suntech Computers) are two of the major competitors in the computer upgrade business. These companies have rates that are higher than Creative Concepts. We expect to be able attract the price-sensitive market quickly.
Considerations for Financial Planning
There are very low start-up expenses. The start-up is a service-oriented business that does not focus on product development. This means that operational costs are likely to remain low.
Fixed costs have been established at a fair monthly level. This should provide for equipment maintenance and the purchase or replacement basic tools needed to deliver our services. Variable costs per unit have been established to account for extra expenses like gas and other travel costs that are specific to each job.
1.1 Objectives
To provide a service in enough demand to generate profit for the community.
To maximize growth, gain a loyal customer base.
Be a positive force in your local community.
1.2 Mission
To contribute to society while providing exceptional quality, value, timely delivery. Each customer will be treated like they are our only customer.
1.3 Keys for Success
Marketing and Networking (being visible to the public).
Being a computer paramedic on-call with quick response times.
Quality (Getting the job done right, 100% guaranteed).
Relationships are about building loyal repeat customers.
Growth Management and Strategies (GMS), an innovative and ambitious new company, is determined to reinvent the small business consulting market. GMS has a President who is an experienced consultant. GMS plans to grow at over 50% per year with solid customer service, a proven sales plan, competitive strategies, and a group that brings dynamic energy to the company’s sales process.
This plan has a financial goal. GMS requires a Small Business Administration (SBA) loan. This document is just one step. It also serves as a guideline for the company. It gives present and future employees as well as the owner a sense if purpose. Although the plan may not be necessary, it becomes more important after it is reviewed, shared, edited, and shared by everyone. It is a living document, which can last beyond the SBA loan purpose.
GMS’#8217’s financials reflect reality and are based on extremely conservative sales figures relative the rest of the industry. GMS’s primary goal is to work with each client individually and treat them as if they were their last. This is how loyalty can be built and maintained. GMS excels at customer service and is an important part of the company’s overall mission.
1.1 Objectives
These are the objectives of Growth Management and Strategies
You can get an SBA Loan immediately after you start your business.
Growth of the company from 2 employees at year 1 to over 10 at year 5.
Increase revenue to over $3 million by Year 3.
Increase client base by 450% in three years.
Maintain job costing that maintains margins of at least 70%
1.2 Mission
Our mission is to provide small business clients with business strategy, logistical, and technical services. All projects will be chosen based on the availability of human resources, and each individual employee will be given the respect of a contract worker, and will share in profits for each job. Politics have no place at Growth Management and Strategies, and to limit the affects of favoritism, the company will implement and clearly communicate a performance review policy that applies to those at the bottom as well as the top of the leadership ladder. Credit will be given to the person who performed and/or innovatively modified a project, and compensation will be both financial and in the form of commendation.
Growth Management and Strategies is committed to meeting the needs and expectations its employees and clients. If either of these are compromised, adjustments will made to ensure that the company culture does not change.
1.3 Keys To Success
The keys to success include:
To maintain client satisfaction of minimum 90%
To keep overhead low.
To ensure professional presentation and marketing of services.
Artemide Auditing & Consulting AG (“Artemide AC”) is currently in formation as an ongoing sole proprietorship operated by Sandor Artemide AC. The company is a spinoff by Daten RiffwaldEnnetmoos AG. There will be 25% cross participation between Artemide AC owners and Daten Riffwald Ennetmoos AG. This plan is intended to guide the management of the new business and provide a foundation for marketing ideas. Artemide AC is focused on two things: To generate profit and to grow at an ambitious and manageable pace.
Artemide AC has the mission to provide quick and reliable auditing and consulting services to small and medium-sized businesses (SMB), individuals and other organizations.
Artemide AC’s key to success are visibility and networking with other professionals, quality, responsiveness, professionalism, and quality.
Auditing will be the initial service, but other specialized areas will be offered as an option.
The goal is to concentrate the activities on specialized services such as analyses, investigations, startup, and so forth. and to become a leader in this niche in the Luzern area. The company projects growth to be ~10% of sales in the next three years.
Artemide AC’s greatest assets are having visibility to generate new business leads and strong focus on building relationships with clients. We also offer high quality services.
The cooperation between Artemide AC and Daten Riffwald–Ennetmoos is flexible, with the objective of being able to adapt quickly to changes in the market.
The sole proprietorship company “Sandor Artemide dipl. Wirtschaftsprufer was founded in March 1996. Within the first ten months, the company was able to generate sales of $50,000.
Artemide AC was established in Luzern, in a different office than Daten Riffwald–Ennetmoos AG. Secretary and telephone response is assumed by Daten Riffwald-Ennetmoos.
There are four major classes of competition in the actual fiduciary business in Switzerland. These include individuals, small fiduciary and accounting firms and medium fiduciary offices. They are available for general financial or tax consulting. There are also large accounting and consulting firms. These companies have several hundred employees. These companies tend to be more active in the lucrative consulting industry. This field is also dominated by newcomers such as banks, Assurances, financial consultants, and others. Banks are now active in start-up consulting, corporate finance, mergers and acquisitions, and others.
Technology is, of course, very important to the success of Artemide AC. It is important for Artemide AC to stay on top of technological developments. In addition, it will be crucial to spend a proportion of every year’s revenues on upgrading equipment and other software.
Artemide AC adopts a targeted market strategy. Logical segmentation places the market in the following categories: Investors and Individuals. Small Businesses and Medium Businesses. Large Businesses. Authorities and Public Organizations. Our future development is dependent on the importance of Individual persons, Investors, Small and Medium Business as well.
We don’t have any major competitors in our business. We have a lot of widely-sized competitors in a vast market of services.This market environment gives ample opportunity for Artemide AC to create and expand a niche in the chosen market fields. The general market is growing at a rate of between 5% to 10% annually.
In the next three years, there will be three key opportunities (needs), within the fiduciary profession:
Bookkeeping and any other services related to operative finance management (payrolls cost-accounting, accounting of pension funds, etc. ).
Consulting and special mandates like financial planning, business valuation, special audits, and merger and acquisition valuations.
Auditing of legal documents (incl. IAS and other standards) in an independent, responsible institution.
Additionally, there are three major market trends that the company believes are important for our business.
Rapid growth in complexity of business requires rapid adaptation of strategy and structure of companies.
Higher percentages of failed ventures mean more litigation.
The growth of outsourced financial consulting.
Artemide AC is a dynamic company that has endless opportunities.
We believe that our business has a chance for great success. It is essential that competitors are both generalists and experts at the same time. A primary business segment is required for fiduciary businesses of any size, small or medium. If accounting is the core business, all other fiduciary businesses such as auditing, tax, and consulting, must be kept to a minimum. In the core business, the company must be current with the services, while having the capacity to innovate (like new accounting services related to the Internet).
Artemide AC’’s competitive edge lies in Sandor Artemide’s well-established reputation and ability to target this niche market.
The company’s sales strategy will focus on long-term customer relationships that will lead to repeat sales. According to the company, revenues will amount to approximately $232,000 for Year 3. The company also expects profits. The company will manage its assets, create profits and not take out debt financing. It does not anticipate any cash flow problems.
Artemide AC’s majority owner, Sandor Artemide will take over strategic management functions. Brigitte Artemide will be in charge of market research and customer support. As no major personnel increases are expected over the next three year, Mr.Artemide will keep his managerial duties throughout this period.
1.1 Mission
Artemide AC’s mission is simple and straightforward:
Artemide AC is a service provider that provides complete, reliable and top-quality services to SMBs as well as individuals, lawyers, and other authorities. Your services should deliver results and solutions!
Vision Artemide AC has become a household name in Luzern as well as the surrounding region by providing innovative services.
Success Keys 1.2
These are the keys for success for ArtemideAC:
Develop visibility to generate new business leads
Relations with clients: Establishing a relationship of trust, respect, and close contact with potential clients and clients.
Marketing/Strategy/Networking with other professionals
Collaboration with Daten Riffwald-Ennetmoos AG for generally fiduciary services and IT services.
Responsiveness to clients (fast response time for special problems).
Qualitative reporting (especially for information).
Excellence in fulfilling the commitment
Languages and willpower are necessary to establish interregional and global contacts.
1.3 Objectives
This business plan aims to:
Provide a written guideline for managing the business; a framework for creating a comprehensive tactical marketing strategy.
This plan is not intended to obtain financing, it is purely for internal improvements.
This plan provides detailed monthly projections of the current year as well yearly summaries over the next two years.
Artemide Auditing & Consulting has the following objectives:
The overall objective is to focus the activities towards the specialized services (analyses, investigations, startups, etc.) It is our goal to be the leader in this field in the Luzern.
Cash flow: To create enough cash flow to finance future growth or development, and to help the company achieve its other objectives.
Growth – To expand the business at a rate that is both challenging and manageable, serving the market with innovation and adaptability. (Projection: 10% growth in the next three year.
Seminars is an specialized seminar company that provides a powerful combination in seminars as well as the software to make them more useful. It was established in Eugene. It will offer business plan seminars and business plan software together.
1.1 Mission
Seminars in business planning and related subject areas offer their participants an accelerated learning environment including both tools and the know-how to use them. It is a concentrated educational experience that cuts through traditional business schools and provides the essential knowledge in a practical setting. The business is able to provide a comfortable life for its owners and fair compensation to its employees. It also provides a healthy, creative work environment.
Success Keys 1.2
Repeat business with corporate customers
Seminar-oriented marketing and sales to get people in the seats
Leveraging on sales and marketing alliances.
1.3 Objectives
By the end o the first year, cash flow self sufficiency is achieved.
By the end of the second calendar year, repay all debts incurred from the original financing.
A source of income for the founder-owner, with potential income growth.
Human Capital Maximizers in Portland, Oregon is a human resources consulting company. HCM is a specialist in many HR areas and is targeting emerging companies. HCM will allow this market to provide stock options for clients’ employees in return for compensation. This is especially attractive to start-ups that are short of capital.
Major Adversity, the founder and owner will be leveraging his past and current personal/professional relationships to generate business for Human Capital Maximizers. Major will continue to be the only employee, until the sixth month when he will be employing a human resource specialist/manager for the consulting. Human Capital Maximizers is expected to see an increase in profitability over the next three-years.
1.1 Keys for Success
Your success is dependent on your ability to provide a necessary service and offer flexible compensation.
1.2 Mission
Human Capital Maximizers’ mission is human resource consulting to emerging companies. We are here to help customers attract and retain. This maxim will guide everything else. Our services will surpass the expectations of customers.
1.3 Objectives
The objectives for the first three years of operation include:
To create a service-based company whose primary goal is to exceed customer’s expectations.
Superior performance and word-of mouth referrals are key to increasing our client count by 20% annually
To develop a sustainable start-up consultancy firm that can survive off its own cash flow and has significant equity holdings in emerging companies.
