St.

Paul University Iloilo

COLLEGE OF ACCOUNTANCY AND BUSINESS
General Luna St., Iloilo City

Business Plan Presentation

August 29, 2015 Board Room, Hotel del Rio
Presenter
Concept

: AARON OCHON
: BUBBLY
GRADE

Content

Presentation

Status

83.75

91

Passed

PART I. CONTENT
Summary and
Products/Service

Organization

Personnel Requirements

Vision & Mission

Adequately addresses name, location, history of the company, and goods/services sold.
Not Demonstrated
Marginal
Acceptable
Proficient
0
1
2
3
3

Points Earned
2
3

Report shows and tells that there is an organizational structure, and the interrelationship is explained, and how
management will work.
Not Demonstrated
Marginal
Acceptable
Proficient
Points Earned
0
1
2
3
2
2
3

Qualifications of personnel are shown and discussed. Compensation and benefits are shown and explained.
Not Demonstrated
Marginal
Acceptable
Proficient
Points Earned
0
1
2-3
4
2
3
4

Mission statement and Company vision are clearly defined. Business goals proposed.
Not Demonstrated
Marginal
Acceptable
Proficient
0
1-2
3-4
5
4

Points Earned
3
4

Business Model Description

Value
proposition

Market Analysis

Market Opportunity

Distinctive Competence

Financial Understanding

Financials

Cash Flow Statement

Describe how business will create, deliver, and capture value for customers through value propositions, key resources,
key activities and communication and distribution channels.
Not Demonstrated
Marginal
Acceptable
Proficient
Points Earned
0
1-2
3-4
5
5
4
5
4
Clear and convincing description of how the new products address the customer needs, and benefits are quantified.
Not Demonstrated
Marginal
Acceptable
Proficient
Points Earned
0
1-2
3-5
6-7
4
4
6
6
Report provides calculated data and analysis for how this company is successful. Report includes charts and graphs.
Not Demonstrated
Marginal
Acceptable
Proficient
Points Earned
0
1-2
3-5
6-7
6
5
7
5
Clear market need, size, purchasing power, and way to seize the opportunity.
Not Demonstrated
Marginal
Acceptable
Proficient
0
1
2-3
4

Points Earned
3
4

New venture presents something novel, unique or special to provide competitive advantage in target market.
Not Demonstrated
Marginal
Acceptable
Proficient
Points Earned
0
1-2
3-4
5-6
4
4
4

Presenter has solid understanding of financial requirements of the business and realistic financial projections.
Not Demonstrated
Marginal
Acceptable
Proficient
Points Earned
0
1-2
3-4
5-6
4
5
5

Financials are complete and properly annotated, and projections are realistic. Is the revenue generation plan logical and
comprehensive?
Not Demonstrated
Marginal
Acceptable
Proficient
Points Earned
0
1-2
3-4
5
3
3
5
3
Presents a realistic assessment of cash requirementsinflows and outflowsover a projected 10-year period.
Not Demonstrated
Marginal
Acceptable
Proficient
Points Earned
0
1-4
5-7
8-10
6
5
9

5
2

Income Statement

Balance Sheet

Funds Required/Used

Offering and investment

analysis. Would you Invest?

Demonstrates realistic and attractive income potential of the business; the income statement is consistent with the
operating and marketing strategies outlined in the body of the plan.
Not Demonstrated
Marginal
Acceptable
Proficient
Points Earned
0
1-4
5-7
8-10
6
5
8
7
Presents a realistic assessment of the working capital and fixed asset requirements of the business; appropriately
reflects the projected capital structure of the business long-term debt and equity positions; balance sheet information
is projected annually for 10 years.
Not Demonstrated
Marginal
Acceptable
Proficient
Points Earned
0
1-4
5-7
8-10
6
5
8
6
Presents a clear and concise description of the amount, timing, type and use of funds required for venture.
Not Demonstrated
Marginal
Acceptable
Proficient
Points Earned
0
1-2
3-4
5
3
3
5

Articulates clearly the proposal/terms to private investors; identifies what the venture is seeking from investors; states
how much, if any, equity will be given up in return for investment capital; presents a realistic assessment of ROE and
ROA potential; and presents the Payback Period.
Not Demonstrated
Marginal
Acceptable
Proficient
Points Earned
0
1-4
5-7
8-10
7
6
10
8

SUMMARY

PANELIST

Perfect Score

100

100

100

100

Your Score

68

62

90

75

Average

73.75

Bonus Points

10.00

Final Grade

83.75

PART II. PRESENTATION

Organization

Subject Knowledge

Mechanics

Graphics

Elocution

Eye Contact

Stance

Student presents information in logical, interesting sequence which the audience can follow.
Not Demonstrated
Marginal
Acceptable
Proficient
Points Earned
0
1-4
5-7
8-10
6
9
8

10

Student demonstrate full knowledge (more than required) by answering all class questions with explanations and
elaboration.
Not Demonstrated
Marginal
Acceptable
Proficient
Points Earned
0
1-4
5-7
8-10
8
8
10

Presentation has no misspellings or grammatical errors.

Not Demonstrated
Marginal
Acceptable
0
1-3
4-6

Proficient
7-8

Students graphics explain and reinforce screen text and presentation.

Not Demonstrated
Marginal
Acceptable
Proficient
0
1-5
6-10
11-15

Points Earned
7
8

10

Points Earned
11
13

13

Student uses a clear voice and correct, precise pronunciation of terms so that all audience members can hear.
Not Demonstrated
Marginal
Acceptable
Proficient
Points Earned
0
1-4
5-7
8-10
6
8
9

Student maintains eye contact with audience , seldom returning to notes.

Not Demonstrated
Marginal
Acceptable
Proficient
0
1-4
5-7
8-10

Points Earned
4
8

Presenter is professional, confident, comfortable, believable, etc.

Not Demonstrated
Marginal
Acceptable
Proficient
0
1-4
5-7
8-10

Points Earned
9
9

Presentation Style

Answering Questions

The presentation was thorough, clear, compelling, logical, informative, and professionally delivered.
Not Demonstrated
Marginal
Acceptable
Proficient
Points Earned
0
1-4
5-8
9-12
10
9
11

10

The presenter has the ability to answer questions clearly and accurately.
Not Demonstrated
Marginal
Acceptable
Proficient
0
1-5
6-10
11-15

12

12

PANELIST

Perfect Score

100

100

100

100

Your Score

74

76

91

83

SUMMARY

Points Earned
11
15

Average

81

Bonus Points

10

Final Grade

91

Other Remarks:
The cost has to be analyzed again.
Presenter was able to handle well the questions.
Who are your respondents? Use the tax rate based on income.
Consider the chemicals for your materials.

Panelists:
ARDIAN GARCIA
Vice President, Bank of Makati

KERMITH UBERAS
CEO, Immanuel Financial Services

MONINA ESCUTIN
Partner, MRJ Chan & Associates

Noted:
MARIA ELENA ELIZAGA, Faculty Adviser
5