Part 3

Management Plan Preparation Form

List the key members of your management team, with a brief description of each person’s relevant business background, responsibilities they have in your company, and the compensation they receive.

SAMPLE PLAN: MANAGEMENT & ORGANIZATION

MANAGEMENT

Key Employees SCOTT E. CONNORS, PRESIDENT. Prior to founding ComputerEase, Scott E. Connors was the regional vice president for Wait’s Electronics Emporium, a computer and electronics retailer with 23 stores in the Midwest. Before that, he was a sales representative with IBM for five years.

Gives examples of achievements.

Connors began his association with Wait’s Electronics Emporium as manager of the downtown Vespucci, Indiana, store. In his first year, he increased sales by over 42%, in his second year by 39%. He was named “Manager of the Year” for the Wait’s chain in both years. Connors assumed the role of regional vice president of the Wait’s chain three years ago. He was responsible for the company’s strategic development for Indiana, Ohio, and Illinois. In that position, Connors conducted an evaluation of the potential of adding software training to augment the chain’s computer hardware sales. This evaluation led Connors to believe that a substantial need for corporate software training existed but could not be met by an electronics retailer. Instead, a stand-alone operation should be formed. This was the concept behind ComputerEase.

Shows relevant experience.

Connors’ association with Wait’s Electronics Emporium, coupled with his years at IBM, has given him an extensive background selling technology services and products to large corporations. Connors owns 60% of the stock in ComputerEase and serves as Chairman and Treasurer of the Board of Directors.

Specifies ownership interest in company.

SUSAN ALEXANDER, VICE PRESIDENT, MARKETING. Susan Alexander joined ComputerEase with primary responsibility for the company’s marketing and sales activities. Prior to joining ComputerEase, Alexander served as assistant marketing director for AlwaysHere Health Care Plan. Her responsibilities included making direct sales to human resource directors, developing marketing materials and campaigns, and supervising sales personnel. She held that position for seven years prior to joining ComputerEase. Alexander’s experience marketing to the human resources community gives her the ideal background for ComputerEase, which sells its services primarily through human resources and training directors.

Shows directly applicable experience.

In previous relevant positions, Alexander was a sales representative for SpeakUp Office Equipment, where she sold technological equipment to corporations, and a copy editor for the Catchem Advertising Agency. Alexander owns 10% of the stock in ComputerEase.