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The One Page Business Plan Company

The One Page Business Plan Company. Licensing and Certification Program . © 2008 The One Page Business Plan Company. CEOs and Business Owners want…. Alignment…Accountability…Results!. CEOs buy our products because…. Instantly understand power of One Page Plans

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The One Page Business Plan Company

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  1. The One PageBusiness Plan Company Licensing and Certification Program © 2008 The One Page Business Plan Company

  2. CEOs and Business Owners want… Alignment…Accountability…Results!

  3. CEOs buy our products because… • Instantly understand power of One Page Plans • Web system intuitively solves many problems • Implementation is easy & quick (less than 4 weeks) • Logical next step for mgt. evolution • Intuitive methodology is easy to learn • Our products improve processes critical for success • Introduced to One Page Plans by someone they know and trust. It’s sharing… not selling!

  4. The One Page Business Plan Company is actively recruiting:Senior business advisors, consultants and professional executive coaches with expertise in the areas of planning, performance management and leadership.

  5. Our #1 Strategy… Help consultants sell more of their consulting services! How? We provide high value, innovative planning & performance management products that help CEOs grow and manage their companies which require the services of a senior consultant for peak implementation.

  6. The Opportunity • Significant sales: $15,000 to $250,000 or more • Also compelling offerings starting at $750 • Sell consulting time at  $2,000/day or more • Natural add-on product & consulting services • Easy entrée to target clients • Continuing income stream • Unique branded product

  7. Why Market thru Sr. Consultants? • Sr. consultants are the trusted advisors to people in senior leadership positions in business, non-profits & government. • Trusted advisors do not sell, they share. • CEOs listen to their trusted advisors. • Our products are highly demonstrable & compatible w/ most consultant’s planning, performance mgt. & leadership processes. • Most CEOs see our products as a natural extension of their consultant’s processes.

  8. Who are we? • 15 year old California company • Focus is Planning & Performance Management • Core Product is Web-based Planning & Performance Management System • Pipeline of innovative add-on products • Distribution: National Network of 400+ seasoned executives/consultants • Privately held, profitable, debt-free

  9. America Online IKON Office Systems Oracle Herman Miller Tillamook Cheese Oregon Cherry Growers No. Cascade Nat’l Bank Roto Rooter Fasttrack Litigation John Muir/Mt. Diablo Hospital System City of Oakland Chicago School District Mobile County School Distr. Old Republic Home Protection Inc. Litton Property Mgt. Group Hill Bros. Construction Illinois State Food Bank Head Start Valley Presbyterian Church Big Brothers Big Sisters Partial List of Clients

  10. Key to Success! Your Consulting Services + Our Products + Bundled Proposal Make it easier for clients to say “YES” (Better Engagement Structure, Less Scope Confusion, No Clock Mentality, Higher Profitability… Higher Close Rate)

  11. The One Page Business Plan Products Web-based Planning & Performance Mgt. System Point, Click, Plan! CD (Interactive E-Learning System) Best-Selling Books: The One Page Business Plan for the Creative Entrepreneur The One Page Business Plan for the Professional Consultant The One Page Business Plan for Non-Profit Organizations The One Page Business Plan for Financial Advisors Entrepreneurs Tool Kit CD

  12. Point, Click, Plan!The starting point for all One Page Plans! • We observe most managers struggle needlessly and too long in the creation of their One Page Plans. • Point, Click, Plan! helps owners, executives, entreprenuers and managers write solid drafts in 90 minutes. • Plan on using Point, Click, Plan! with every client! • Use 1:1 or in groups • List price $195.00 • Purchase @ 40% discount • MS Windows & Web versions

  13. The One Page Planning & Performance Management System • Extensive usage in small-mid size companies, divisions in larger corporations, non-profits, schools & hospitals • Scorecards & Progress Reports directly linked to text-based plans • Color coded status • High level of security • Learn features in 30 minutes • No IT support req’d

  14. Web Planning System Advantages • System is accessible anywhere in the world • All business plans are in one location, same format • Direct linkage of performance tracking to goals • Direct linkage of progress reporting to key projects • Streamlines planning process • Reduces need for meetings, reports, travel • Fosters organizational learning • Clearly identifies excellent and poor performers • Provides 360 degree accountability • Can be implemented in less than 4 weeks

  15. Easy to demo – Easy to sell • Complete sample company web-based demo • Product w/ 8 year successful track record • Impressive, growing list of client companies • Intuitive, very easy to learn • Bundle w/ existing services or create new • Flexible Offerings: 1/2 day to one year • Process almost always identifies additional consulting offerings

  16. Best-Selling Business Plan Book Series • Endorsed by Tom Peters • Almost 60,000 sold, $2 million • Four popular editions - Creative Entrepreneur (original, million dollar best-seller) - Non-Profit - Financial Services - Professional Consultant • Used by many university professors • Retail Price $34.95 • Purchase @ 40% discount • Includes Entrepreneur's Toolkit CD

  17. What does a One Page Engagement Cost? Bundled pricing: Your Services + Our Products(Consultants are free to establish their own prices; these are suggested offerings.) It’s a range between $5,000 and $50,000. $5,000 buys a one-day planning retreat. $50,000 buys a one-year program for an executive team or work group with 8 – 12 managers. (includes Point, Click, Plan! + Web system + your fees)

  18. Details of One-Year One Page Business Plan Engagement Next four slides show details of the suggested One Year Program… valued at $50,000 for 8-12 managers.

  19. Typical Consulting Fees for 10 User SystemPhase 1: 4 Week Plan Development & Alignment Process CEO Plan Development 8 hours 9 Managers @ 4 hours each 36 hours Kick-Off Meeting 4 hours Alignment Meetings 8 hours Project Management 4 hours TOTAL 60 hours @ $250 per hour = $15,000

  20. Phase 2: Monthly Business Review Facilitation 4 hours Post Meeting Review 4 hours TOTAL HOURS 8/month @ $250/hour = $2,000 month 11 months = $22,000

  21. One Year Program – Profitable Sale Your Professional Fees: • Plan Development/Alignment $15,000 • Monthly Bus. Reviews 22,000 • Total Professional Fees $37,000 One Page Business Plan Software • Point, Click, Plan! Software $1,950 • Web System 6,500 • Total One Page Software $8,450 Total Sale $45,450 Less: Cost of One Page Plan software (6,370) Net Revenue to Consultant $39,080

  22. Web System Pricing* • List Price - 1st Year: $845/user - 2nd & subsequent years: $600/user • Consultant’s Cost - 1st Year: $637/user - 2nd & subsequent years: $480/user* Includes web system + Point, Click, Plan! • Minimum System = 3 One Page Plans

  23. What if client does not have $50,000 budget? Determine available budget – modify program to work w/in budget. Decrease cost by reducing deliverables: Reduce monthly business reviews from 11 to 6 Reduce 1:1 mentoring sessions from 4 to 2 hrs/mgr. Start w/ fewer managers

  24. For Small Businesses or Business Unit Managers (in larger companies) • Sell $3,000 Plan Development Program to Business Owner, Partner, Executive, Dept. Manager • Upsell Plan Development for Managers/Direct Reports at fee of $1,500 to $2,000 per manager • Next logical sale is monthly Business Plan Review at $750 to $2,000 depending on size of business + use of web system

  25. Other Popular Bundled Service Offerings: (Assumes use of Point, Click, Plan! for each plan developed; your cost is $117/user)

  26. For Very Small/Micro Businesses • Sell One Page Business Plan book • Offer book + 1 hour at reduced fees • Offer low cost workshops thru Chamber & other organizations • Offer ½ day or full-day workshops using web system

  27. Certification Programs Professional Program(for Sr. Consultants working w/ management teams) Small Business Advisor Program(for Coaches & Advisors working w/entrepreneurs, Main Street & very small businesses)

  28. Professional Program Program Focus- Learn One Page Methodology & Products- Management Team Implementation Process- Software: Web system & Point, Click, Plan!- Sales & Marketing Program Details- Phase 1: 16-hour Methodology/Product training- Phase 2: 3-week Advanced Sales Program- Phase 3: One-year, weekly support program Investment: $4,800 (includes approximately $5,400 in free product)

  29. Small Business Advisor Program Program Focus- Learn One Page Methodology & Products- 1:1 & Small Business Implementation Process- Software: Point, Click, Plan!- Sales & Marketing Program Details- Phase 1: 8-hour Methodology/Product training- Phase 2: 3-week Advanced Sales Program - Phase 3: One-year, weekly support program Investment: $2,800 (includes approx. $1,400 free product)

  30. Training Size and Location • Class size: Training limited to 12 people for maximum benefit. • Location: Your Office! No travel required! We use an e-learning and live, interactive teleclass format • Advanced Practice Development: Powerful one year follow-up & support program is included to insure your success! Programs are weekly, special programs monthly!

  31. Upcoming 2009 Training Schedule • April 2, 3, 6 & 7 • May 14, 15, 18 & 19 • July 16, 17, 20 & 21 • September 17, 18, 21 & 22 • November 12, 13, 15 & 16 Classes are in two hour segments • 8am to 10am • 11am to 1pm (Pacific Time) • Homework is assigned after each session. • We encourage consultants to not book any appointments during these training days.

  32. Next Steps… • Call or email intent to participate - Phone 510-705-8400- Fax 510-705-8403- email jhoran@onepagebusinessplan.com • Select training date • We prepare & mail license agreement • You sign agreement & pay fee 10 days prior to training program.

  33. "The One Page Planning System has been incredibly profitable to our firm, generating over $250,000 in revenues in the first year. Over 20 of our clients have engaged us to implement One Page Planning... They love the methodology!“ Dr. Terry van der Werffvan der Werff Global Ltd.Devon, PA "The One Page Business Planning Certification Program exceeded my expectations. The most effective element of the program was the challenge to put into practice our new learning by creating One Page plans for ourselves and others. The Jump Start program which followed the basic training was fantastic. It offered great tactical support to putting the program into practice in my business!“ Marla RosnerCEO, Creative Influence ConsultingSan Rafael, CA Here’s what consultant’s are saying…

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