BUSINESS PLANNING
AND MARKET STRATEGY
09:50 Welcome
- Coffee - Introductions and Goals
10:00 Venturing with IP: Needs - approach - benefits
- competition - risks - partners - managing exit - business models
- pressures on margins - value of brainstorming - market knowledge
- winning business cases - success factors - negotiation - training
- process and records - completing the deal - running the venture
- Press, PR and trademarks - traps to avoid - approval process
- help and who to talk to.
10:40
Planning a venture - 1: Product/service
description - market overview - predicting future markets - business
opportunity - market trends - "must haves" for success
- typical life cycle - birth - adolescence - middle age - old
age - death - afterlife - positioning - relationship with other
internal products/services - relationship with other external
product/services -
11:15 Coffee
11:30 Planning a venture - 2: customer profile - potential distribution channels
- pricing - training - customer service & support - competitive
analysis - risk analysis - legal strategy - quality & assurance
- rollover forecast - development of tactical plan - exit strategy
- the plan. (BREAK DURING THIS SESSION)
12:15.
Surviving Due Diligence: What
investors look for - reducing the hurdles - sustainable competitive
advantage - clarity in the business plan - first, second and third
readings - does it add up? - fourth reading - what is due diligence -
conclusions.
13:00 Lunch
13:45 Venturing from IP - 1: Ambitions
- path to liquidity - getting the right entity - business plan
- common pitfalls - VC focus - business model - financial model
- funding sources - funding roles - investment motivation - typical
scenario - cash requirements - dilution dilemmas - the art of
valuations - risk reduction - positioning for IPO.
14:30 Venturing from IP - 2: Role
of the CEO - venture capital - evolution of the organisation -
incentive stock options - the board - the investment bank - professional
firms - lawyers - accountants - head-hunters - other professional
services - partnering - horror stories.
15:15 Case Study
15:45 Discussion and close
Note: This workshop is suitable for those tasked with generating new ventures, for those involved in a spin-out or start-up business based around a portfolio of intellectual property.
