outline mission, opportunity, strategies, and impact value proposition external environment market...

Outline• 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 ImpactMetric 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 EnvironmentEnvironmental Factor (A=Asset, I=Impediment)

Action (L=Leverage, M=Mitigate)

Economic Environment

Legal / Regulatory Systems

ICT Environment

Community / Cultural Environment

Natural Environment

Total Addressable MarketSegment Descriptions Size Needs

Market PositioningAlternatives Characteristics Size Positioning

Market SegmentationSegment 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 PartnersType of Partnership Value Exchanged Written Agreement

Network Information (e.g. client names) Memorandum of Understanding (MOU)

Coordination Share similar processes for separate beneficiary groups; or have separate processes for the same beneficiaries

Memorandum of Understanding (MOU)

Cooperation One partner “outsources” (and pays for) processes to another

Contract

Collaboration Partners work together to implement processes (each partner pays their own expenses)

Contract

Total Income$_(current year)

Income Driver __% Source: $_(current year)

$_(current year)

$_(current year)

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Income Driver __% Source: $_(current year)

$_(current year)

$_(current year)

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Income Driver __% Source: $_(current year)

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Income Driver __% Source: $_(current year)

$_(current year)

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Business Model: Income Drivers

Total Expenses$_(current year)

Expense Driver __% Source: $_(current year)

$_(current year)

$_(current year)

$_(current year)

Expense Driver __% Source: $_(current year)

$_(current year)

$_(current year)

$_(current year)

Expense Driver __% Source: $_(current year)

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$_(current year)

$_(current year)

Expense Driver __% Source: $_(current year)

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Business Model: Expense Drivers

Unit EconomicsKey Unit Cost per unit Income per unit Surplus/deficit per unit

Metrics DashboardCategory Metrics

Financial Resources

Organizational Resources

Transformation (process/activity)

Outcomes

Impact (ROI)

Future FinancingSource Amount Date Required Use Return Terms