capacity, customers, and capital requirements necessary.
The first step is to define your vision and values as an organization. What is your purpose, your mission, your unique value proposition? What are the principles and standards that guide your actions and decisions? Having a clear and shared vision and values helps you align your goals, communicate your expectations, and inspire your team.
Vision – 10+ years in the future
Mission – 2-3 years in the future/dynamic to accomplish vision
Objectives – what are your desired outcomes and exit strategies
Internal versus external market conditions
Domestic versus global markets opportunities
Political
Economic
Social
Technological
SWOT Analysis
Primary
Secondary
Tertiary
Pipeline
Where are they? How to capture? What are their pain points? What is the customer
journey?
Leadership
Team
Stakeholders (internal/external)
Talent
Resources
How much?
Use of Funds
Debt
Equity
Sources
Preparation – what’s required
Corporate Credit – debt -why important