TABLE OF CONTENTS
I.
Organizational Overview/ Vision
Page 1
II.
Corporate Mission Statement
Page 3
III. One to Ten year plan
Page 4
IV. Employment policies
Page 6
V. Management Style
Page 18
VI. Communication Style
Page 19
VII. Detailed organizational Structure
Page 20
VIII. Products and/or services
Page 23
IX. Culture of the organization
Page 26
X. Staff & Volunteer Benefits
Page 31
XI. Budget
Page 36
XII. Aesthetics
Page 39
XIII. Marketing
Page 42
II. ORGANIZATIONAL OVERVIEW
A description of your business
1. Why you exist
2. Purpose
3. Intentions
1-2 full pages
(OR) VISION
Profit: Maximizing return to shareowners while being mindful
of our overall responsibilities.
People: Being a great place to work where people are inspired
to be the best they can be.
Portfolio: Bringing to the world a portfolio of beverage brands
that anticipate and satisfy peoples; desires and needs.
Partners: Nurturing a winning network of partners and building
mutual loyalty.
Planet: Being a responsible global citizen that makes a
difference.
III. CORPORATE MISSION STATEMENT
WHAT IS A MISSION STATEMENT?
A mission statement is a written, easy-to-remember
sentence, or paragraph illustrating a business'
purpose. It has one common function: to guide you
and your employees in making critical decisions that
effect the direction of your company.
A mission statement identifies your company to its
customers, vendors, the media and others that will
be using or requiring its services or products. It is
about providing solutions and adding value to your
customers and market.
HOW-TO CREATE A MISSION
STATEMENT
1. Pick One Central Theme. The theme should be easy
to understand, non-controversial, and translate into
behavior that can gain support.
2. Communicate With Action. Demonstrate your
commitment and follow through with conviction.
3. Focus On A Few Key Attributes Of Your Service Or
Product.
4. Don't Rush The Process.
EXAMPLES:
 Disney – "To make people happy“
 Boeing – "To push the leading edge of aviation, taking huge challenges doing
what others cannot do"
 3M – "To solve unsolved problems innovatively"
IV. ONE TO TEN YEAR PLAN
ORGANIZATIONAL GOALS
Where do you see your company at the end of
the year?
Where do you see your company in five years?
Your goal should be a short bulleted list that
identifies the short and long term aspirations
of your organization.
Example:
Year One:
Our focus at Wish Upon a Star is to develop financial security by fundraising 1.5
million dollars.
Secure a building suitable for the first five years of our company.
V. EMPLOYMENT POLICIES
Maternity/paternity/adoption
Working time and time off
x
Equality and diversity
x
x
Health and safety x
Pay
x
Bullying and harassment
x
Rewards, benefits and expenses
Discipline/dismissal and grievance
x
x
Measures to improve performance or manage change
Use of company facilities, eg email, internet and phone use
Training and development
x
Working for another employer
x
Patents and copyrights
x
Confidential information
x
Whistleblowing/protected disclosures
Smoking, drugs and alcohol
x
x
x
x
VI. MANAGEMENT STYLES
Autocratic: Leader makes all decisions unilaterally.
Directive Democrat: Makes participative decisions ; closely supervises subordinates.
Directive Autocrat: Makes decisions unilaterally; closely supervises subordinates.
Slide 9
Permissive: Leader permits subordinates to take
part in decision making and also gives them a
considerable degree of autonomy in completing
routine work activities.
Permissive Democrat: Makes decisions
participatively; gives subordinates latitude in
carrying out their work.
Permissive Autocrat: Makes decisions unilaterally;
gives subordinates latitude in carrying out their
work.
Slide 10
VII. COMMUNICATION STYLE
Downward Communication
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Job Instructions
Job Rationale
Procedures and Practices
Feedback
Indoctrination
Horizontal Communication
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Task Coordination
Problem Solving
Sharing Information
Conflict Resolution
Building Rapport
Upward Communication
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What Subordinates are Doing
Unsolved Work Problems
Suggestions for Improvement
How Subordinates Feel About
Each Other and the Job
VIII. DETAILED ORGANIZATIONAL STRUCTURE
PART 1: DEVELOP AN ORGANIZATION CHART
PART 2:PROVIDE DETAIL ABOUT EACH POSITION IN YOUR COMPANY (JOB
RESPONSIBILITIES)
President
CFO
Assistant
VP
Assistant
Assistant
IX. PRODUCTS AND/OR SERVICES
Services
Provide information
(descriptions) about
any services that your
company offers.
Products
Provide a list of products
that your company sells.
Example:
Wish Upon a Star provides students with:
Afterschool creative arts programs that in
enhance their focus on academics and
provide a creative outlet.
Homework Assistance- each day we require
that students spend one hour working
on their homework. We provide
guidance for simple homework issues
Example:
Wish Upon a Star offers:
T-Shirts with our logo in three different colors
and a variety of sizes
Coffee mugs and glassware with our logo in in
three different colors
X. ORGANIZATIONAL CULTURE
Dimensions of Organizational Culture
Sociability
Power Distribution and Job Autonomy
Degree of Structure
Achievement Rewards
Opportunities for Growth
Tolerance for Risk and Change
Conflict Tolerance
Emotional Support
Slide 14
XI. STAFF & VOLUNTEER BENEFITS
Medical Plans
Dental
Vision
Etc.
XII. BUDGET (BPLANS.COM)
Operating Expenses
Year 1
Sales
$4,644,600
Direct Cost of Sales
$1,627,610
Production Payroll
$1,044,582
Total Cost of Sales
$2,672,192
Sales and Marketing Expenses
Advertising/Promotion
$92,892
Production Expense
$15,327
Total Sales and Marketing Expenses
$108,219
General and Administrative Expenses
General and Administrative Payroll
$193,000
Utilities
$120,000
Insurance
$12,000
Rent
$0
Total General and Administrative Expenses
$1,072,579
Other Expenses:
Total Operating Expenses
$1,180,798
Net Profit
$593,708
XIII. AESTHETICS
Part 1: Floor Plan
• Use this floor plan along with the photographs spread throughout the
site, in particular those at Features, to develop a feel for the place.
http://www.smartdraw.com/examples/floor-plans/
Part 2: Description of floor plan
• Provide a detailed description of your company including:
 Exit routes
 Colors & design details
Example of floor plan
XIIII. MARKETING
Market Analysis Summary
*Target Audience
*Needs
Service Business Analysis
*Competition and Buying Patterns
Meeting Tomorrow's Needs
*Main Competitors
*Business Participants
Strategy and Implementation Summary