Outline
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Mission, Opportunity, Strategies, and Impact
Value Proposition
External Environment
Market Analyses and Marketing Plan
Key Operations and Value Chain
Organization, Governance and Key Partners
Business Model and Unit Economics
Metrics Dashboard
Future Financing: Amounts Needed and Uses
Title Slide
• Organization, Presenter Name, and Logo
Mission Statement and Metric
• What change you are seeking and who/what
this change affects
• Metric used to measure the success of your
enterprise in achieving this mission
Opportunity
• Description of the opportunity
• Key characteristics of the opportunity
Key Strategies
• Key strategies needed to implement your
mission
• Metrics used for each key strategy
Evidence of Impact
Metric
Collection Method
Past Year
Current Year
Next Year (Goal)
Value Proposition
• Value you provide to whom
• Why you are the best solution for the problem
you are solving
External Environment
Environmental Factor
(A=Asset, I=Impediment)
Economic Environment
Legal / Regulatory Systems
ICT Environment
Community / Cultural Environment
Natural Environment
Action
(L=Leverage, M=Mitigate)
Total Addressable Market
Segment Descriptions
Size
Needs
Market Positioning
Alternatives
Characteristics
Size
Positioning
Market Segmentation
Segment Definition
Size
Compelling Reason for
Adoption
Reason for Non-adoption
Marketing Plan
Product (or Service)
Price
Promotion
Placement
Key Operations
• Key processes you will implement to create
value for your beneficiaries
Value Chain
• Diagram that identifies the flow of
information, products, and money among
processes and partners
Organization
• Provide an organization chart for your
enterprise with the names and positions of
each key employee
Governance
• Provide a description and list of members with
qualifications and roles/responsibilities for
your Board of Directors and any Advisory
Boards
Key Partners
Type of Partnership
Value Exchanged
Written Agreement
Network
Information (e.g. client names)
Coordination
Share similar processes for separate beneficiary groups;
or have separate processes for the same beneficiaries
One partner “outsources” (and pays for) processes to
another
Partners work together to implement processes (each
partner pays their own expenses)
Memorandum of Understanding
(MOU)
Memorandum of Understanding
(MOU)
Contract
Cooperation
Collaboration
Contract
$_(current year)
Business Model:
Income Drivers
Income Driver
__%
Source:
$_(current year)
$_(current year)
$_(current year)
$_(current year)
Income Driver
__%
Source:
$_(current year)
$_(current year)
$_(current year)
Total Income
$_(current year)
$_(current year)
Income Driver
__%
Source:
$_(current year)
$_(current year)
$_(current year)
$_(current year)
Income Driver
__%
Source:
$_(current year)
$_(current year)
$_(current year)
$_(current year)
Business Model:
Expense Drivers
Expense Driver
__%
Source:
$_(current year)
$_(current year)
$_(current year)
$_(current year)
Expense Driver
__%
Source:
$_(current year)
$_(current year)
$_(current year)
Total Expenses
$_(current year)
$_(current year)
Expense Driver
__%
Source:
$_(current year)
$_(current year)
$_(current year)
$_(current year)
Expense Driver
__%
Source:
$_(current year)
$_(current year)
$_(current year)
Unit Economics
Key Unit
Cost per unit
Income per unit
Surplus/deficit per unit
Metrics Dashboard
Category
Financial Resources
Organizational Resources
Transformation (process/activity)
Outcomes
Impact (ROI)
Metrics
Future Financing
Source
Amount
Date Required
Use
Return Terms