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Executive Summary in LivePlan

Steps for LivePLan

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Executive Summary in LivePlan
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Step 1: The first step will be to create a new company so you will enter the following information:

Company name
Business Stage – new business
Start of forecast
Length of Forecast – 3 or 5 years – your choice
Monthly detail – select 1 year
Preferred currency – Select dollars please.

 
Click on “Create a company” and then “Start Plan.”
 
Step 2: Click on the Executive Summary and begin writing the “Opportunity” section (there are two sections in the Executive Summary: “Opportunity” and “Expectations”). Since LivePlan does not have a section for an Industry Analysis, you will have to modify the outline.  First, rename “Market” to “Industry Analysis and Target Market” in the Executive Summary and “Target Market” to “Industry Analysis and Target Market” in the Opportunity. The revised outline should look like:
Executive Summary
Opportunity
Problem
Solution
Industry Analysis and Target Market
Competition
Why Us?
Expectations

Opportunity
Problem & Solution
Problem Worth Solving
Our solution
Industry Analysis and Target Market
Market Size & Segments
Competition
Current alternatives
Our advantages

For this assignment, we only need to complete the “Opportunity” section in the Executive Summary.
 
Once you are ready to submit this assignment, go to “Account” at the top of the page and click on “Add or Manage Users”.  Click on “Add a Contributor” and put your instructor’s email address in the top box.  Be sure to click on the box which selects the company to which your instructor will have access. An email will automatically be sent to your instructor inviting them to review your plan.  Your instructor will be able to add his or her comments directly in your plan.  You can access all comments under the “Comments” tab under the Plan tab.
 
Step 3: To be graded for this assignment, you need to click the Unit 4 assignment link to submit the assignment, so your instructor is given the access to the Blackboard gradebook.
 

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