Social Venture Business Formulation
Take your idea and develop your business plan and investor pitch deck!
Welcome to SE 102 – Social Venture Formulation
Start to Be Great!
SE 102: Learning Objectives
SE 102: Chapters
Toolkit Description
Toolkit Design Points
Social Venture Toolkit Review
Pitch Deck Template Review
Start With The End In Mind – Pitch Deck Example
Delight Bite Pitch Deck Review
Pitch & Prototype Template Introduction
Pitch Deck Dry Run Assignment
Let's Go!
Welcome to Slide 4 – Social Problem/Opportunity
Slide 4 Overview – Social Problem/Opportunity
Flashback: Start With the Problem, Not the Solution
Slide 4 – Social Problem/Opportunity Worksheets
Flashback: Natural Roles
Tool: Natural Roles
Flashback: Sources of Nearby Problems
Flashback: STAR Chart
Tool: Problem Ideation: Brainstorming
Flashback: The Hedgehog Concept Model
Tool: Problem Ideation: Hedgehog Concept: Passion
Tool: Problem Selection: Hedgehog Concept: Best in the World
Flashback: Tame & Wicked Problems
Flashback: Far Away Problems
Tool: Problem Selection: Narrow, Rank and Select
Tool: Problem Analysis: Narrowing the Scope of the Problem
Tool: Problem Statement
Tool: Problem Analysis: Preliminary 4P Impact
Tool: Meaning Makers Pitch & Prototype
Slide 4 - Social Problem/Opportunity Worksheets Submission
Congrats!
Slide 5 Overview – Social Solution/Prototype
Slide 5 – Social Solution/Prototype Worksheets
Flashback: One Problem – One Solution
Flashback: Golden Circle & Solution Stages
Tool: Solution Ideation
Flashback: What is a Minimum Viable Product (MVP)?
Flashback: Solution Selection: MVP Candidates
Tool: Solution Selection: MVP Candidates
Tool: Solution Design: MVP Solution Scope
Flashback: Solution Design Process
Flashback: Use Cases
Tool: Solution Design: Brainstorm MVP Use Cases
Flashback: Designing MVP Features
Tool: Solution Design: Design MVP Features
Flashback: Designing your MVP
Tool: Solution Selection: MVP Use Case Selection
Flashback: Solution Roadmap
Tool: Solution Design: Solution Roadmap
Flashback: Prototype & MVP Solution Releases
Tool: Solution Design: Prototype Plan & Build
Tool: Meaning Makers Pitch & Prototype
Slide 5 – Social Solution/Prototype Worksheets Submission
Making Progress!
Coaching Session #1 - Problem & Solution Review
Slide 3 Overview – Founder's Story/Your WHY
Slide 3 - Founder's Story/Your WHY Worksheets
Flashback: Start with Why
Tool: Beliefs
Flashback: Golden Circle
Tool: Golden Circle: Why
Flashback: Kawasaki Make Meaning Framework
Tool: Make Meaning Framework
Tool: Founder's Story
Slide 3 - Founder's Story/Your WHY Worksheets Submission
Well Done!
Slide 6 Overview – Value Proposition (Core Benefits)
Slide 6 – Value Proposition (Core Benefits) Worksheets
Flashback: Identifying Benefits
Tool: Core Benefits
Slide 6 – Value Proposition Worksheets Submission
Value Proposition: A Lighter Lift!
Slide 7 Overview – Value Proposition (4P Impact/Theory of Change)
Slide 7 – Value Proposition (4P Impact/Theory of Change) Worksheets
Flashback: 4P Impact
Tool: 4P Impact
Flashback: Theory of Change
Tool: Theory of Change (Optional)
Tool: Meaning Makers Pitch & Prototype
Slide 7 – Value Proposition (4P Impact/Theory of Change) Worksheets Submission
You are a Meaning Maker!
Slide 8 Overview – Business Model
Slide 8 – Business Model Worksheets
Tool: Type of Company
Flashback: Business Models
Tool: Business Model
Flashback: Hedgehog Concept Resource Engine
Tool: Hedgehog Concept: Resource Engine
Tool: Meaning Makers Pitch & Prototype
Slide 8 – Business Model Worksheets Submission
Make Meaning. Make Money.
Slide 9 Overview – Target Market/Market Size
Slide 9 – Target Market/Market Size Worksheets
Flashback: Thirsty Customers
Flashback: Market Segmentation
Flashback: Why Niche?
Tool: Market Segmentation
Flashback: Target Markets
Tool: Market Size
Flashback: Getting to Know Your Customers
Tool: Meaning Makers Pitch & Prototype
Slide 9 – Target Market/Market Size Worksheets Submission
Thirsty Customers
Slide 10 Overview – Marketing & Sales
Slide 10 – Marketing & Sales Worksheets
Flashback: Start with the WHY
Tool: Marketing Plan
Tool: Your Social Venture Name
Flashback: The Essence of Sales
Face to Face Selling
Flashback: The Sales Process
Tool: Sales Process
Flashback: Preparing for a Sales Meeting
Tool: PAM4
Tool: Meaning Makers Pitch & Prototype
Slide 10 – Marketing & Sales Worksheets Submission
Ready to Sell? Not Quite Yet.
Slide 1 Overview – Title/Introduction
Slide 1 – Title/Introduction Worksheet
Tool: Meaning Makers Pitch & Prototype
Slide 11 Overview – Underlying Magic
Slide 11 – Underlying Magic Worksheets
Flashback: Underlying Magic
Tool: Underlying Magic
Flashback: Hedgehog Concept
Tool: Hedgehog Concept
Tool: Meaning Makers Pitch & Prototype
Slide 11 – Underlying Magic Worksheets Submission
Your Secret Sauce
Slide 12 Overview – Competitive Positioning
Slide 12 – Competitive Positioning Worksheets
Flashback: Competitive Strategy
Flashback: Direct & Indirect Competitors
Tool: Competitor Scan
Flashback: Positioning Models
Tool: Competitive Landscape
Tool: Meaning Makers Pitch & Prototype
Slide 12 - Competitive Positioning Worksheets Submission
Moving Forward
Slide 13 Overview – Team
Slide 13 – Team Worksheets
Flashback: Predictor of Success
Flashback: Get the Right People on the Bus!
Flashback: Get the Wrong People Off the Bus!
Flashback: Ideal Founder Team Profile
Flashback: Ideal Extended Team Profile
Flashback: Stages of Team Formation
Tool: Building Your Team
Tool: Meaning Makers Pitch & Prototype
Slide 13 – Team Worksheets Submission
T.E.A.M.
Slide 14 Overview – Current Status
Slide 14 – Current Status Worksheets
Flashback: Planning
Tool: Current Accomplishments
Flashback: Go Forward Plan
Tool: Go Forward Plan
Challenges Ahead
Flashback: Solution Roadmap Template
Tool: Meaning Makers Pitch & Prototype
Slide 14 – Current Status Worksheets Submission
Coaching Session #2 – Business Model Review
Slide 17 Overview – Financial Projections
Slide 17 – Financial Projections Worksheets
Flashback: Make Money
Flashback: Finance can be Fun!
Flashback: Economics of One Unit (EOU)
Tool: Economics of One Unit (EOU) Description
Flashback: Managing Personal Monthly Cash Flow
Tool: Personal Monthly Budget
Flashback: Pro Forma Profit & Loss Statement
Flashback: Keep it Simple. Keep it Real. Keep it Real Simple.
Tool: Pro Forma P&L: Revenue Projections
Tool: Pro Forma P&L: Expense Projections
Flashback: Out Of Cash (OOC)
Flashback: Monthly Burn Rate
Tool: Burn Rate
Tool: Meaning Makers Pitch & Prototype
Slide 17 - Financial Projections Worksheets Submission
A Feeling of Accomplishment!
Slide 16 Overview – Growth/Exit Strategy
Slide 16 – Growth/Exit Strategy Worksheets
Tool: Exit Strategy
Tool: Meaning Makers Pitch & Prototype
Slide 16 – Growth/Exit Strategy Worksheets Submission
Congratulations!
Slide 15 Overview – The Ask/Use of Funds
Slide 15 – The Ask/The Use of Funds Worksheets
Flashback: Funding
Flashback: External Funding
Tool: Funding Round
Tool: The Ask/Use of Funds
Tool: Meaning Makers Pitch & Prototype
Slide 15 – The Ask/Use of Funds Worksheets Submission
Back to Slide 2
Slide 2 Overview – The Ask
Slide 2 – The Ask Worksheet
Tool: Meaning Makers Pitch & Prototype
Slide 2 – The Ask Worksheet Submission
Coaching Session #3 - Financial Overview
Your Last Slide
Overview: Presentation Skills
Flashback: Clarity of the Business Plan
Clear Thinking
E-Words for an Excellent Presenter
The 3 S's of Successful Presentations
Presentation Skills Self-Assessment
Know Your Audience
Structure: Rule of Three
Structure: Introduction and Conclusion
Substance: Examples
Substance: Facts & Figures
Style: Show & Open Face
Investor Pitch Hints & Tips
Tool: Enhance your Pitch!
Coaching Session #4 – Pitch Dry Run Feedback
Next Step is Next Steps!
Overview: Next Steps
Tool: Meaning Maker Minute
Tool: 10 Minute Pitch Video
Upload your Meaning Maker Minute & Pitch Videos
Next Steps: Feedback
Coaching Session #5 - Final pitch Coaching
Course Feedback
Parting Quotes
Congratulations from Professor Caz
Congratulations!!!
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