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8/14/2019 ACCOUNT PLAN---TEAMS HOMEWORKING 2013--ASSIGNMENTS [Modo de compatibilidad].pdf
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BT LATAM COLOMBIA
ACCOUNT/BUSINESS PLANNING
WORKSHOP
HOMEWORK ASSIGMENT
2013 ---2014---2016 Actions for Success
HB09292013
8/14/2019 ACCOUNT PLAN---TEAMS HOMEWORKING 2013--ASSIGNMENTS [Modo de compatibilidad].pdf
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DEVELOP AN ACCOUNT/BUSINESS PLANA WORKSHOP PRELIMINARY RESEARCH
5.1 Why Do Your account Need a
Account/Business Plan?
5.2 What Goes into an Account/ Business Plan?
5.3 Elements to Create an EffectiveAccount/Business Plan for your case
8/14/2019 ACCOUNT PLAN---TEAMS HOMEWORKING 2013--ASSIGNMENTS [Modo de compatibilidad].pdf
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Chapter 5
Slide3
WHY DO YOU NEEDAN ACCOUNT/ BUSINESS PLAN?
Explain the purpose of having a goodaccount/ business plan.
Describe the importance of an
account/business plan.
GOALSGOALS
8/14/2019 ACCOUNT PLAN---TEAMS HOMEWORKING 2013--ASSIGNMENTS [Modo de compatibilidad].pdf
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Chapter 5
Slide4
THE BUSINESS PLAN
An account/business plan is a written document that
describes all the steps necessary in opening and
operating a successful business opportunity.
8/14/2019 ACCOUNT PLAN---TEAMS HOMEWORKING 2013--ASSIGNMENTS [Modo de compatibilidad].pdf
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Chapter 5
Slide5
PURPOSES OF AN ACCOUNT/ BUSINESS PLAN
Explains the idea behind your business and spells
out how your product or service will be APPLICABLE
and sold to your account. Sets specific objectives and describes how your
business expects to achieve them.
Describes the background and experience of the
people who will be dealing with the business.
8/14/2019 ACCOUNT PLAN---TEAMS HOMEWORKING 2013--ASSIGNMENTS [Modo de compatibilidad].pdf
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Chapter 5
Slide6
IMPORTANCE OF AN ACCOUNT/ BUSINESS PLAN
Makes you think about all aspects of your business.
How??
May help you secure financing for your business.How??
Helps you communicate your ideas to others.
How???
Can serve as a tool for managing your business.
How??
8/14/2019 ACCOUNT PLAN---TEAMS HOMEWORKING 2013--ASSIGNMENTS [Modo de compatibilidad].pdf
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Chapter 5
Slide7
WHAT GOES INTO
AN ACCOUNT/ BUSINESS PLAN?
Study the six basic elements of abusiness plan.
Recognize what additional elements
may be needed.
GOALSGOALS
8/14/2019 ACCOUNT PLAN---TEAMS HOMEWORKING 2013--ASSIGNMENTS [Modo de compatibilidad].pdf
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Chapter 5
Slide8SIX BASIC ELEMENTS
OF A BUSINESS PLAN
Business Opportunity history and background
Goals and objectives
Products or services Management and staffing
Marketing
Current and projected financial statements
8/14/2019 ACCOUNT PLAN---TEAMS HOMEWORKING 2013--ASSIGNMENTS [Modo de compatibilidad].pdf
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Chapter 5
Slide9
HISTORY AND BACKGROUND
Describing how you came up with your idea can help
Staff and others understand how your business
opportunity will be a real business.
8/14/2019 ACCOUNT PLAN---TEAMS HOMEWORKING 2013--ASSIGNMENTS [Modo de compatibilidad].pdf
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Chapter 5
Slide 10
GOALS AND OBJECTIVES
Your business plan should outline your goalsshort-
term, medium-term, and long-term, in numbers and
dates.
8/14/2019 ACCOUNT PLAN---TEAMS HOMEWORKING 2013--ASSIGNMENTS [Modo de compatibilidad].pdf
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Chapter 5
Slide11
BT PRODUCTS OR SERVICES
In this section your business plan should:
Explain how your products or services differ from those
already on the market. Describe the industry you will operate in and if partners
integration is needed.
Describe the locations of your business, national,
international.
8/14/2019 ACCOUNT PLAN---TEAMS HOMEWORKING 2013--ASSIGNMENTS [Modo de compatibilidad].pdf
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Chapter 5
Slide 12FORM OF BT
BUSINESS OPPORTUNITY
Identify your form of business structure: BT only, BT
as integrator, BT as a partner
Provide information relevant to your form ofopportunity architecture: IT O/S,
Communications Networking, DC,
Security, Cloud Computing
8/14/2019 ACCOUNT PLAN---TEAMS HOMEWORKING 2013--ASSIGNMENTS [Modo de compatibilidad].pdf
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Chapter 5
Slide 13
MANAGEMENT AND STAFFING
Demonstrate that you and the people working with
you have the experience, maturity, and common
sense to manage your business. Explain the needed support if any
8/14/2019 ACCOUNT PLAN---TEAMS HOMEWORKING 2013--ASSIGNMENTS [Modo de compatibilidad].pdf
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Chapter 5
Slide 14
ACCOUNT MARKETING
The marketing section should:
Identify your prospective business areas
Describe the size of the opportunity for your productor service.
Explain how you plan to work the opportunity.
Explain how you plan to deal with competition (Who
they are??)
8/14/2019 ACCOUNT PLAN---TEAMS HOMEWORKING 2013--ASSIGNMENTS [Modo de compatibilidad].pdf
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Chapter 5
Slide 15
ACCOUNT CURRENT AND PROJECTED FINANCIAL
STATEMENTS
The financial section has three elements:
Identification of risks ( Bid, RFP, RFI??)
Financial statements (Budget??)
Funding request and return on investment
8/14/2019 ACCOUNT PLAN---TEAMS HOMEWORKING 2013--ASSIGNMENTS [Modo de compatibilidad].pdf
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Chapter 5
Slide 16ADDITIONAL ELEMENTS
OF THE ACCOUNT/BUSINESS PLAN
Some businesses need to provide additional information
in their business plans related to:
Licensing (Communication solutions-- (voice))
Legal restrictions (Subcontracting)
Regulations (Internals-SLA,OLA,KPI)
8/14/2019 ACCOUNT PLAN---TEAMS HOMEWORKING 2013--ASSIGNMENTS [Modo de compatibilidad].pdf
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Chapter 5
Slide 17
CREATE AN EFFECTIVE
ACCOUNT/BUSINESS PLAN
Research your basic data for theaccount/business plan.
Organize your data supporting the
account/business plan of your
business opportunity.
GOALSGOALS
8/14/2019 ACCOUNT PLAN---TEAMS HOMEWORKING 2013--ASSIGNMENTS [Modo de compatibilidad].pdf
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Chapter 5
Slide 18
RESEARCH THE ACCOUNT/BUSINESS PLAN
Print resources ( all of them)
Online resources
People resources (Virtual, on site) Additional resources
8/14/2019 ACCOUNT PLAN---TEAMS HOMEWORKING 2013--ASSIGNMENTS [Modo de compatibilidad].pdf
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Chapter 5
Slide 19
PUT YOUR ACCOUNT/BUSINESS PLAN TOGETHER
Introductory elements
Table of contents (Structure of Offer)
Statement of purpose (SOW)
Executive summary
Main body of your plan
Appendix