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Global Business Plan, 2010 By Julian M. Combs Global Strategy – 484 Dr. Miro Smriga

Contributors: Alcatel-Lucent [Contributor 4 Title] Hewlett-Packard [Contributor 5Title] Juniper Networks [Contributor 6 Title]

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Table of Contents Page 1 1.0 Marketing Vision.....................................................................................................................................1 1.1 Gap Dashboard .............................................................................................................................1 2.0 Ideal Customer .......................................................................................................................................2 3.0 Remarkable Difference ...........................................................................................................................2 4.0 Product/Service Innovation .....................................................................................................................2 5.0 Lead Conversion Plan............................................................................................................................2 5.1 Lead Generation Plan ...................................................................................................................2 6.0 Service Experience ................................................................................................................................3 6.1 Loyalty Product/Service Offerings .................................................................................................3 7.0 Critical Numbers .....................................................................................................................................3 7.1 Sales Forecast ..............................................................................................................................3 7.2 Marketing Expense Budget ............................................................................................................5 7.3 Key Marketing Metrics ...............................................................................................................

It is projected that Pursuit Solutions will sell 250 units by Month 2. or perhaps followed a foxtrot path. 1.5 million in Year 1 Increase sales by 20% each year. It is projected that Software Company will gross $1.3 Running Header: Module 2. The gap is between planned and real results will help us direct future efforts. . eCommerce Solutions Platinum eCommerce Solutions-scalable inventory software products. quick-quick.5 million from sales the first year. The objectives of Software Company are: Establish the company as a leader in inventory software products. slow-slow.1 1. Each month we will see how if we have made steady progress toward our goals. The new products are scheduled to be released in Setember. They have been loosely quantified in the following table. Software will receive 90% markup on each unit sold. Sales of $1. and still be within the range of entry level e-sellers. The product will reasonably price for the medium-sized businesses.1 Gap Dashboard We've set some goals for the company and our new products.0 Marketing Vision Software Company has embarked on an ambitious plan to create new software products.

1 Table: Gap Dashboard Gap Dashboard Year 1 Year 2 Year 3 Personal Add Health Insurances to benefit package 0 yes yes Hire Two Additional Employees 2 2 2 Personal 3 0 0 0 Business Product Release and Updates on Time 0 yes yes Sales Revenue Meets Plan $1.0 Ideal Customer Our ideal customer is a manufacturing or distribution company who has to maintain 1.595. They have a staff of at least five other people and know that to be .000 $288.000 or more inventory items.4 Running Header: Module 2.000 Business 3 0 0 0 Tactical Monthly Direct Mailings 12 12 12 Monthly Emailings 12 12 12 Onsite Seminar or Webinar 6 6 6 Strategic Six tradeshows/conferences 6 7 9 Become a MS certified provider 0 Yes Yes Strategic 3 0 0 0 2.000 $240.

1 successful. If we have their phone number. everyone must be involved. or discuss possibilities with a sales manager. participate in a demo.0 Product/Service Innovation Suspect: free case study. 4. 3. we call them once every couple of weeks to invite them to watch a live webinar. talking with a sales guy Client: $15k-$35k Premium Client: $50k .0 Lead Conversion Plan We contact our mailing list once a week with articles that show them why they need to upgrade their Web store. they have one central portal to keep track of all of their records.000+ SKUs.1 Lead Generation Plan . This means that they need one product that combines all of their processes. reports Prospect: webinars.0 Remarkable Difference We can maintain 1. with no double entry. 5. and where they can find us. They want a system that can keep everything organized and cut out the need for dual entry.$100k Champions: Suggest us to work with other companies 5. Our customer has one common problem: they want to make managing their Web store easier and less time consuming. webinar.5 Running Header: Module 2. The business intends on increasing its product availability on the Internet by more than 10% in the next year. We also send emails once a month letting the prospects know what is going on in the business. so rather than switching systems.

Additional value-added services and cross marketing initiatives could become accretive to our bottom line beginning two years out. We want people to come meet with us so that we can show them all of the benefits of working with us. 7. there is no reason for them not to be loyal. 6.1 Our advertising plan focuses on the large Microsoft events that happen each year. especially ones who give us testimonials and word-of-mouth referrals. If we provide great service and a great product. All of our tracking systems integrate together so we can look at all of them at the same time.0 Service Experience All of our current clients have an open line of communication with us. If they have any questions or concerns. 6. all of which are tracked by the websites that they go to. We also have a great referral program for those who are so happy with our results. receive either monetary rewards. or invitations to the events that we host for free. we are always available. Our five year projected models indicate over one million dollars in annual revenue. Pie in the Sky offers subscribers business/investment analysis from motivated MBA business students via Internet forums and hard-copy publications. that they refer another company to us. We also send out direct mail and email. One of the best ways to keep customer loyalty is showing them why they should be loyal.0 Critical Numbers . or reports generated when emails are opened.1 Loyalty Product/Service Offerings Loyal customers. We also recognize our larger clients at our Microsoft events.6 Running Header: Module 2.

Table: Sales Forecast Sales Forecast Year 1 Year 2 Year 3 Sales eCommerce Solution $835. We have little direct cost of sales. with both categories rising from $30-50k per month at the beginning of the year to $75k-$100k per month by the end of the year.000 $1.200 $109.680 . Since we tend to have a limited customer base with large buy-ins.094.296.400 Platinum eCommerce Solution $760.7 Running Header: Module 2.000 $2.595.914.240 Platinum eCommerce Solution $76.000 $1.440 Other $0 $0 $0 Subtotal Direct Cost of Sales $159.500 $100. since development and maintenance costs for the solution are accounted for as personnel operating expenses and equipment purchases.000 $912.1 Sales Forecast We project sales of the standard eCommerce solution and the Platinum eCommerce solution wil remain roughly equal throughout the first year.500 $191.400 $229.000 $91.1 Our sales will be tracked using the same system that tracks our website visits and contact requests.000 $1. the individual service representatives will be responsible for reporting on transactions per customer and Platinum versus standard solution ratios.800 Direct Cost of Sales Year 1 Year 2 Year 3 eCommerce Solution $83.202.000 $1.002. 7.400 Other $0 $0 $0 Total Sales $1.200 $120.

we have irregular expenses related to preparing for and attending the conferences which our prospects are likely to attend. If we can surpass our goals in sales leads we can. Eliciting testimonials and encouraging word-of-mouth referrals will be important in generating new leads.3 Key Marketing Metrics Our goals are predicated on achieving a high conversion rate of our sales leads. We see the first time. the majority of this expense goes into purchasing the mailing lists we need to target our suspects effectively.2 Marketing Expense Budget There will be a monthly expenses associated with each month's direct mailing.1 Software Company Marketing Plan Page 5 7. theoretically. and for rewarding customer loyalty.8 Running Header: Module 2. entry level buyer as our prime customer prospect so we will need to generate lots of leads. Table: Marketing Expense Budget: 7. In addition. . convert a lower percentage into customers as still meet our revenue goals.

000 $80.000 .914.500 $1.1 Table: Key Marketing Metrics Key Marketing Metrics Year 1 Year 2 Year 3 Revenue $1.000 $30.296. $/Customer $1.000 $1.000 $70.9 Running Header: Module 2. Transactions/Customer 1 1 1 Avg.00% 40.500 $1.000 $60.000 Leads Converted 40.00% Avg.500 Referrals 127 130 130 PR Mentions 6 0 0 Testimonials 21 25 25 Other 0 0 0 Mailing Lists Direct Mailings Conferences & Shows .000 80.000 $50.000 $2.000 $40.100 50.booth an Customer Loyalty Rewards Other $0 $10.595.000 $20.00% 40.800 Leads 38.

000 $8.000 $85.000 $140.500 $18.000 $120.000 $155.000 Platinum eCommerce Solution $3.000 $90.500 $10.1 $90.000 $90.000 $40.000 Platinum eCommerce Solution 0% $30.500 $8.000 $4.000 $200.000 $4.000 $60.10 Running Header: Module 2.000 $185.000 $75.000 $5.500 $9.000 Other $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Subtotal Direct Cost of Sales $6.000 $40.000 $65.000 $50.000 $10.000 $7.500 $4.000 .500 $20.500 $7.000 $100.000 $165.000 $55.000 $130.000 $5.000 $70.000 $100.500 $9.000 $14.000 $35.500 $5.000 $8.500 $16.000 $100.000 Other 0% $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Total Sales $60.000 $13.000 $10.500 $7.000 $175.000 $12.500 $17.000 $80.000 $15.000 $9.000 $75.000 Year 1 Year 2 Year 3 Annual Expense Budget Appendix Table: Sales Forecast Sales Forecast Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12 Sales eCommerce Solution 0% $30.000 $55.000 $45.000 $80.000 $7.000 $75.000 $3.000 Direct Cost of Sales Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12 eCommerce Solution $3.000 $95.500 $6.000 $65.000 $90.000 $6.000 $85.500 $6.500 $8.500 $9.

000 Leads Converted 40.000 8.000 $1.62% 13.600 2.000 6.00% 40.000 $3.00% 40.000 $3.000 $185.booth and attendance $15.000 4.1 Table: Marketing Expense Budget Marketing Expense Budget Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12 Mailing Lists $1.000 $155.000 $3.000 Other $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Total Sales and Marketing Expenses $19.00% 40.000 $0 $2.000 $3.00% 40.00% 4.000 $0 $0 $0 $15.000 $0 $2.000 Conferences & Shows .000 $3.000 $0 $0 $0 $15.000 $6.000 Direct Mailings $3.11 Running Header: Module 2.000 $0 Customer Loyalty Rewards $0 $2.000 $1.000 3.00% 40.000 7.000 Percent of Sales 31.000 $1.000 $140.000 $130.00% Appendix Table: Key Marketing Metrics Key Marketing Metrics Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12 Revenue $60.67% 8.44% 6.000 $3.000 $3.000 $6.000 $4.000 $3.00% .000 $0 $2.000 $0 $15.27% 3.000 Leads 100 200 400 800 1.00% 40.000 $165.000 $1.000 $1.83% 4.000 $0 $2.42% 3.000 $1.000 $3.57% 3.87% 2.000 $1.000 $200.000 $100.000 $3.00% 15.000 $1.000 $1.00% 40.000 $1.000 $1.000 $6.000 $19.000 $19.00% 40.000 $6.000 $4.000 $3.000 $0 $2.000 $120.43% 10.000 $75.000 $175.000 5.000 $90.000 $19.000 $6.000 $6.

000 $185.500 Referrals 0 0 1 2 4 8 16 16 16 16 24 24 PR Mentions 2 0 0 0 0 0 2 0 0 0 2 0 Testimonials 0 0 1 0 2 0 3 0 4 0 5 6 Other 0 0 0 0 0 0 0 0 0 0 0 0 Appendix Table: Gap Dashboard Gap Dashboard Month 1 Month 2 Month 3 Month 4 Month 5 Month 6 Month 7 Month 8 Month 9 Month 10 Month 11 Month 12 Personal Add Health Insurace to benefit package 0 0 0 0 yes yes yes yes yes yes yes yes Hire Two Additional Employees 0 0 0 1 0 0 1 0 0 0 0 0 Personal 3 0 0 0 0 0 0 0 0 0 0 0 0 Business Product Release and Updates on Time yes 0 0 yes 0 0 0 yes 0 0 0 yes Sales Revenue Meets Plan $60.000 $75.500 $1.000 $120.000 $165.500 $1.000 $200.00% 40.500 $1.500 $1.000 $175.00% 40.000 $140.000 $130.500 $1.500 $1.000 $100.12 Running Header: Module 2. $/Customer $1.000 $155.500 $1.500 $1.500 $1.1 40.000 $90.000 Business 3 0 0 0 0 0 0 0 0 0 0 0 0 Tactical Monthly Direct Mailings 1 1 1 1 1 1 1 1 1 1 1 1 .500 $1. Transactions/Customer 1 1 1 1 1 1 1 1 1 1 1 1 Avg.500 $1.00% Avg.

Market our concept to institutional interests at the collegiate level and in business to ensure that more than just individual subscribers endorse it. Ensure that the content we publish is truly original and unique in all aspects. 1.1 Monthly Emailings 1 1 1 1 1 1 1 1 1 1 1 1 Onsite Seminar or Webinar 1 0 1 0 1 0 1 0 1 0 1 0 Strategic Six tradeshows/conferences 1 0 0 0 1 1 0 1 1 0 1 0 Become a MS certified provider 0 0 0 Yes Yes Yes Yes Yes Yes Yes Yes Yes Strategic 3 0 0 0 0 0 0 0 0 0 0 0 0 1. 2. themes.4 Keys to Success The following is a list of crucial steps in which we will take: 1. . Recruit qualified college students from around the country and properly integrate their research into our services. Retain existing subscribers and persuade them to recommend our service to others.13 Running Header: Module 2. 5. and technological advances that are prevalent among college students and decipher how these phenomena translate into the investing dynamics of the stock market.3 Mission Our mission is to tap into the brightest young minds of today and tomorrow by empowering them to research the trends. 4. 3. Convince investors and interested readers of the quality and differentiated content of our service.

and companies and write about them outside of the classroom.14 Running Header: Module 2.1 6.95. step-by-step expert advice. motivated college students who are passionate about business and investing a forum to gain real business experience by empowering them to analyze trends. you get 500+ sample plans. Description of the Business Concept: We will offer bright. The Pie in the Sky's focus allows students to . The original thoughts and ideas of these business-minded Pies in the Sky will be available on the Internet at our website: www. and technological advances that are prevalent among college students and decipher how these phenomena translate into the investing dynamics of the stock market. For only $99.com and in a hard copy newsletter printed quarterly and mailed to subscribers. Executive Summary Our Mission: Our mission is to tap into the brightest young minds of today and tomorrow by empowering them to research the trends. and more. We are an informational publishing company which provides analysis citing key trends in various industries to our subscribers. themes.thePie in the Sky. Want to get the complete plan? Customize this business plan or create your own with Business Plan Pro software. themes. Keep our costs minimized to ensure self-sufficiency and longevity in all operations.

which provides the top articles and analyses in a printed form. social issues. as well as our quarterly newsletter. with . We believe that motivated students will flock to this opportunity to gain exposure and honor through publication on the website as well as in the quality periodical without the need for other monetary compensation. so will the number and quality of articles submitted by students. and general stock market dynamics and decipher how these phenomena translate into current investment opportunities. As our subscriber base continues to grow. Judging from the quality of investment analyses submitted we would look to recruit additional full-time writers and compensate them accordingly. The Pie in the Sky has a range of possible recruitment and implementation methods including the Internet. This foundational base will be used as a marketing tool to encourage motivated students from any university to submit their own original investment ideas to be considered for publication on the website and newsletter of The Pie in the Sky. including email interaction with our analysts.95 per year. Interested readers from across America will be able to access the collaborative findings of The Pie in the Sky by subscribing via the website for a monthly fee of $12. promotion via official college and university newsletters and magazines. This flat fee includes unlimited access to our online database.95 or $129.15 Running Header: Module 2.1 discuss business matters most relevant to them and their Wall Street analyst counterparts’ current market and product trends. Our analysts are independent from the biases created due to the investment banking relationships between traditional Wall Street firms and their clients. Opportunity and Strategy: The founding partners will rely upon their own investment wisdom and perspicacity as well as that of their network of peers from other schools from across the country to create the initial knowledge base.

or marketing interests. There is currently no other investment publication that taps into the collective collegiate intellect. through friend and family networking and support. College students with business. Competitive Advantage: Our competitive advantage is twofold: 1. 2. • • Our internship would be offered during the school year as well as during the summer. Target Market: Subscribers of The Pie in the Sky will be motivated to gain exposure to the pulse of collegiate America.1 business and entrepreneurial departments at other schools. Business professionals who enjoy a multitude of information sources. finance. We will appeal to motivated college students who are frustrated with the lack of response and organization of internship programs at large corporations. With the incredible success stories of college entrepreneurs such as Bill . and lastly. The Pie in the Sky's uniqueness stems from its planned creation of an elite team of college students who embody America's most technologically savvy and dynamic generation of youth. students will not need to relocate nor arrange for lodging. 2. The Pie in the Sky's target market consists of: 1.16 Running Header: Module 2. College students of today command more respect from business professionals and society at large than ever before. Because our internship would be performed electronically.

Michael Dell. While at school. Dr. Dr. His past experience includes being mentored under the guidance of two hedge fund managers in Japan.1 Gates. His future plans after graduation entail working in the Investment Banking industry for a short duration and then attending graduate school. Miro currently serves as the Co-fund Manager of the Investment Club at school responsible for approximately $400. Julian Combs is on track to receive a dual degree in finance and government. Miro Smriga have unique resumes and background experiences. Julian has been extremely active in the business arena and has directed business-consulting presentations to the Credit Suisse First Boston investment banking firm as well as BT Company and Iona Company in Ireland consulting firm already. Julian. Julian has received over 30 prestigious awards in academics and athletics over the past few years. Julian . everyone seems to have an interest in the pulse of the collegiate America. Miro Smriga is majoring in finance and is ranked in the top 5% of his class. Dr. scored a 1500 on the SAT exam and is currently ranked in the top 10% of his class. Miro has been managing his own personal funds in the equity markets since the age of 14. Management: Both founding partners.17 Running Header: Module 2. Economic Potential: Our five year projected models indicate over one million dollars in annual revenue. They each bring to the table distinct personal qualities that will complement one another as they manage and grow their business. enrolled in the Honors Program. and Sean Fanning.000 in assets. Additional value-added services and cross marketing initiatives could become accretive to our bottom line beginning two years out. Julian Combs and Dr.

We are open for negotiations. Our analysts are independent from the biases created due to the investment banking relationships between traditional Wall Street firms and their clients.1 100 Word Summary of Business Venture: The Pie in the Sky is an informational publishing company whose focus allows exceptionally bright students with business/investing interests to discuss business matters most relevant to them and their Wall Street analyst counterparts’ current market and product trends. and general stock market dynamics and decipher how these phenomena translate into current investment opportunities. The Offering: We propose to offer a large minority stake in The Pie in the Sky in exchange for our desired financing to cover start-up costs associated with promotion of our services. and business infrastructure. We are an informational publishing company which provides services citing key trends in various industries to our customers. 1.000 in assets. We have decided to utilize the Internet for distribution purposes because it is the most cost efficient method. we are committed to using any funds received conservatively and wisely. However.18 Running Header: Module 2. social issues.2 Objectives: .1 currently serves as the Co-fund Manager of the Investment Club responsible for approximately $400. Risks: While any start-up company investment necessitates a high degree of risk. 1. The Pie in the Sky is an Internet company.

and technological advances that are prevalent among college students and decipher how these phenomena translate into the investing dynamics of the stock market. themes. Ensure that the content we publish is truly original and unique in all aspects.000 7.1 We will offer bright.500 6. motivated students who are passionate about the stock market a forum to gain real business experience by allowing them to analyze companies and write about them outside of the classroom. Convince investors and interested readers of the quality and differentiated content of our service. 4.3 Mission: Our mission is to tap into the brightest young minds of today and tomorrow by empowering them to research the trends. 2. Market our concept to institutional interests at the collegiate level and in business to ensure that more than just individual subscribers endorse it.500 1. .500 4. Recruit qualified college students from around the country and properly integrate their research into our services plus college student already in Anyplace in Ireland.19 Running Header: Module 2.4 Keys to Success: The following is a list of crucial steps in which we will take: 1. 3. 1. Our objectives for growth in our subscriber base are as follows: Year: Service Subscribers: 1 2 3 4 5 500 1.

Retain existing subscribers and persuade them to recommend our service to others. 6. • Sales Representative Does the business hire a sales representative in the country where it plans to conduct business? If your answer is “yes.” be sure to find a reliable sales representative who doesn’t have a conflict of interest between your product and another product he represents. Also a business must consider these things below in order to have success business. you must ensure that you get a reliable distributor that will do exactly what you wish to have done regarding getting your product in front of the customer. • Non-Exclusive Agency Does the business hire an agency that specializes in a specific industry? This type of agency will distribute many products to the same or different .20 Running Header: Module 2. • Exclusive Agency Does the business hire an exclusive agency to move only its product excluding any of the current or potential competition? You really need to be a large company or have a huge market for your products in order to handle the expense of an exclusive agency. Following is a list of considerations the business must consider when working on getting its products in front of potential customers: As Paul Rux has stated in his book and college work the below items are example for you to get a business going. Very few companies use exclusive agencies. Keep our costs minimized to ensure self-sufficiency and longevity in all operations. Very few sales representatives represent only one product. “Getting the product in front of the customer once you get the product into the right country is another piece of the puzzle to be solved. • Distributor Does the business hire an independent distributor? If you do hire an independent distributor.1 5.

There are many reporting agencies producing trends in almost every industry known in business. 2010 from website: https://tradertech. Retrieved on August 11.do? siteurl=tradertech&service=1&main_url=%2Fmc0805lb%2Fmeetingcenter%2Fdefault. and experts who almost always for “a small fee” are willing to share their insight in this complicated business. 2010). others who publish articles that “sell” their methods. Vantage Point Intermarket Analysis Software www.com.com%2526STD%253D1 .com/mw0306lb/mywebex/default. There are trending agencies advertising in magazines. “Choosing the most effective method to trend is no easy task.21 Running Header: Module 2. References: Vantage Point (August 11.do %3Fsiteurl%3Dtradertech%26main_url%3D%252Fmc0805lb%252Fmeetingcenter %252Fmeetingend%252Flandingpage.”(Paul Rux. “The business must consider in its business plan which of these distribution channels is the most appropriate for distributing its products. 2010). 2010).tradertech. A business plays a guessing game when choosing the best way to monitor trends.webex. Again.do%253Fsiteurl%253Dtradertech%2526ishost %253Dfalse%2526NM%253DJulian%252BCombs%2526AD%253Djuliancombs %2540live. you need to be certain the agency doesn’t have a conflict of interest between your products and another company’s products. Each must be carefully considered in order for the business to choose the most cost-effective distribution channel.1 locations.” (Paul Rux.

2010 from website http://courses.jonesinternational. Retrieved on August 11.edu/display.jkg?clid=22465&uid=12244&tpl=frameset . 2010 http://courses.22 Running Header: Module 2.jonesinternational.jonesinternational. August 11. Theme 3: Techniques for Using Culture as a Basis for Planning and Managing Global Strategy.jkg?clid=22465&uid=12244&tpl=frameset Paul Rux.edu/display. Theme 2: Universal Values--a Basis for Business Cooperation Across the Globe. August 11. 2010. August 11.jkg?clid=22465&uid=12244&tpl=frameset Paul Rux. 2010.1 Paul Rux. 2010. Retrieved on August 11.edu/display. 2010 from website http://courses. Theme 1: Alignment of Cultures and Value Systems with Planning And Managing Global Strategy Retrieved on August 11.