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BusinessPlanRubric.docxBA 318 Business Plan Rubric
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Evaluation Item |
Not Demonstrated |
Does not Meet Expectations |
Meets Expectations |
Exceeds Expectations |
Points Earned |
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Executive Summary 2 pages Describes concept & overviews the plan Indicates financial resources needed Convinces reader that the business concept is sound Is concise and effectively written |
0 |
1-10 |
1-25 |
1-35 |
|
|
Business Description and Vision Mission statement & Company vision Describes Business goals and objectives. Indicates either a Brief history of the business or where the idea came from List of key company principals (put in an Appendix, ) |
0 |
1-10 |
1-15 |
1-25 |
|
|
Definition of the Market Describe business, industry and outlook. Define the critical needs of your perceived or existing market. Identify your target market. Provide a general profile of your targeted clients. Describe the share of the market anticipate. |
0 |
1-15 |
1-20 |
1-25 |
|
|
Description of the Products and Services Describe products and services. Explain how products and services are competitive (USP) If applicable, a picture or brochure of products. Description of competitors products or services and prices Indicate firm’s price point and pricing structure. (markup if retail) |
0 |
1-10 |
1-20 |
1-30 |
|
|
Organization and Management Description of how company is organized as well as an organization chart. Describe the legal structure of your business (proprietorship, partnership, corporation, etc.). Identify necessary or special licenses and/or permits Provide a brief bio description of key managers within the company – if you are missing key personnel describe your plan for getting these people |
0 |
1-20 |
1-30 |
1-40 |
|
|
Marketing and Sales Strategy Identifies and describe the market, the customers are and what the demand is for products & services. Describes channels of distribution. Explains sales strategy, specific to pricing, promotion, products and place (4Ps). Indicates long term goals for the business or products |
0 |
1-15 |
1-25 |
1-35 |
|
|
Financial Management. Estimates start-up costs. Projects balance sheet (1 year forward). Projects income statement (1 year forward). Projects cash flow statement (12 months forward). Documents how much you will borrow and working capital Explains assumptions |
0 |
1-15 |
1-30 |
1-40 |
|
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FORMAT |
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Logic Clear concise presentation with logical arrangement of information refers to exhibits Bibliography |
0 |
|
|
1-10 |
|
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Presentation Creativity of written presentation, design, and graphics |
0 |
1-2 |
1-3 |
1-5 |
|
|
Style Correct grammar, punctuation, spelling and acceptable business style. |
0 |
1-2 |
1-3 |
1-5 |
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TOTAL maximum (250 points) |
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