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BUSINESS PLAN
Members of the team:
Luis BricenoAseem SachdevAshfaque SharifRahul AggarwalDilip KumarVikas Dhawan
Business Plan Page 1
2010
Omega Project
Submitted to Hugh Samson
Table of ContentTitle Page No
Executive Summary 3
Our Mission 3
Our Values 4
Objective 4
Product 5
Features 5
Grade 4 Mathematics 5
Additional Applications 7
Positioning & Competition 8
Marketing Plan 9
Marketing Segmentation 9
PEST Analysis 10
SWOT Analysis 11
Activity Chart 12
Target Market 13
Sponsors 13
Parents & Students 15
Flyers for Parents & Students 16
Organization Structure & Staff Planning 17
Organization Strategy 19
Business Model 19
Future Plan 20
Financial Statements 21
12 Month Expenditure 22
Income Statement 24
Balance Sheet 25
Initial IT Cost 26
Appendix 29
Organization Structure 29
Temporary Location 30
Permanent Location 32
How would our system look like 33
Mock up IT Infrastructure 34
Estimated Market Penetration 35
Estimated total & Repeat Customer 35
Immigrant Population 36
Sponsors Draft 38
Bibliography 42
Resume 43
Executive Summary
Business Plan Page 2
Omega project is a Non- Profit organization that offers web based Interactive system that complements classes taken at Elementary schools. The system will have content of all the subjects related to every single chapter elementary grades. Students will be able to access such material in a friendly an interactive fashion from their homes. The students who use this tool will complete content with, interactive sections, games as well as text material. They will have to complete assignments and content.
This is not intended to be a replacement of the regular class but a way to gain better understanding and / or review of covered subjects. It is primarily intended for students that need additional help or could not complete the chapters successfully due: lack of understanding, language barriers, missed classes, fortuity events and others
From the universe of 238000 students in both the TDSB and TCDSB, we are expecting to have approximate 1200 enrollments.
Our Mission
Our mission is to provide Provincial Elementary Public School’s students from grades 4 to 8 with a comprehensive e-Learning tool that will serve as an additional help for them to upgrade their understanding of what has been covered in the regular class. The system will have the content of all the subjects related to every single chapter for the chosen grades. Students will be able to access such material in a friendly an interactive fashion either from home or anywhere that they have access to the Internet.
Our Value
We believe students will have better opportunities if they have comprehensive tools that are being designed with their educational needs in mind.
Family wellness starts by providing them with access to quality education.
Business Plan Page 3
Kids with access to supplemental education can have a rewarding learning process.
Education is a major factor when it comes to improve household standard of life
Low income families’ kids should have equal opportunities than those whose families financially healthier.
It is a social responsibility to have innovative avenues to provide regular students and special those who are still adapting to out society with accessible and affordable source of information.
Our Objectives
To develop an interactive e-Learning web based tool than can be used by Ontario public elementary school’s students from grades 4 to 8 to improve their skills and knowledge
To design a non-profit model that can be rewarding for both: stakeholders and sponsors.
To develop a long lasting relationship with sponsors and customers To increase awareness about the impact that education has in household
members’ life style. To provide a framework that can be extended to other grades and
provinces To contribute in the improvement of life quality of Ontarians
Product
FeaturesOmega – Education First Aid for kids @ Home is an Internet based system that can be reached from home or any other place with access to the Internet. The system will allow students that are currently enrolled in grades 4 to 8 of the TDSB or TCDSB to gain access to all the topics of all the chapters of the selected grades. Students will have access to the specific grade. This information will be presented in a very interactive and friendly manner. The content will be specially designed for the age of the intended audience and it
Business Plan Page 4
will include, exercises, games, riddles among other sections to serve not as a student tool but as a rewarding and interesting experience.
The system is not intended to be a replacement of regular classes; the student will be able to access the system from home en different occasions: When the student could not attend to class; when the student did not understand a subject; or even when the student feels that additional guide is required.
The following is an example of the detail that will be part of the content:
Grade 4Subject MathematicsChapter Sense and Numeration / Data Management and
ProbabilityExpectations This task gave students the opportunity to demonstrate
theirachievement of all or part of each of the following selectedexpectations from two strands – Number Sense and Numeration,and Data Management and Probability. Note that the codes thatfollow the expectations are from the Ministry of Education’s
The task requires students:
• use price lists to determine the cost of pizzas from two differentparlours, and then determine which parlour provides thebest value;• use collected and given data to make decisions about classpizza orders;• solve problems related to fractional parts of pizzas;• show possible combinations of pizza toppings.Presented with flyers from two pizza parlours, students determinedand recorded all the possible prices of large pizzas fromthe two parlours, and determined which of the two parlours hadthe cheaper pizza. Students then conducted a survey of the pizzaneeds of their class, collected and graphed the data, and used theinformation to decide what type of pizza should be bought forthe class.
Business Plan Page 5
Next, students used given data from a tally sheet and a bar graphto decide how much pizza a class should order. They also solvedproblems about fractional parts of pizzas, and they showed thepossible combinations of given pizza toppings.
Number Sense and Numeration content
1. represent, and explore the relationships between, decimals,mixed numbers, and fractions using concrete materials anddrawings;2. compare and order whole numbers and decimals using concretematerials and drawings;3. understand and explain basic operations (addition and subtraction)of decimals by modeling and discussing a varietyof problem situations;4. solve problems involving whole numbers and decimals, anddescribe and explain the variety of strategies used;5. compare and order whole numbers and decimals from 0.01to 10 000 using concrete materials, drawings, and symbols;6. represent and explain number concepts and procedures;7. represent, compare, and order mixed numbers and properand improper fractions with like denominators (e.g., 1⁄ 5 and3⁄ 5 or 1⁄ 8 and 4⁄ 8) using concrete materials and drawings;8. select the appropriate operation and solve one-step problemsinvolving whole numbers and decimals with and without acalculator (e.g., how much change will you receive whenyou purchase an $8.95 item with $10?).
Data Management and Probability content
9. collect and organize data and identify their use;10. interpret displays of data and present the information usingmathematical terms;11. conduct surveys and record data on tally charts;12. explain how data were collected and describe the results of a
Business Plan Page 6
survey;13. use conventional symbols, titles, and labels when displayingdata;14. construct labelled graphs both by hand and by using computerapplications, and create intervals suited to the rangeand distribution of the data gathered;15. read and interpret data presented on tables, charts, andgraphs, and discuss the important features.
Additional applications
Teachers should be able to monitor or provide specific on certain cases depending on the situation but this is not mandatory
Teachers will have to accept the results from the system unless the chapter has been assessed already.Every teacher will be able to give a weigh to the content achieved depending on their specific plans
Special subjects included such as:
What to expect from the systemWhat to expect in secondary and how to get ready for itHow to get the most advantage from the systemSkills awareness (This can be accessed at any time by any student of the subject schools)Career patterns (initiation)
Students being aware of possible options and how to manage such options in time
College vs. UniversityFinance management for Kids (First approach)Time ManagementLeadership
Business Plan Page 7
Positioning and Competitors
There are many registered and unregistered tutors in Toronto. Approximately 30% of the students in grades 4 to 8 require tutoring in different subjects. There are many different segments in the tutoring business
Organized tutoring business These are the organized and well established companies that provide different ways of tutoring the children. They may use personalized tutoring (at centers or at home), online tutoring. These companies are already well established in the market and charge a reasonably more than the market rates. They have many centers at different locations and market themselves as the leaders in the business. They charge CAD 45- 55 / hr
Government entities The government also has many support functions in terms of tutoring. They provide online tutoring in form of Virtual school. These services are only available for a short period and only for limited subjects. They have a policy that they accept students from TDSB day schooling only. They offer e-learning only to students in 10th, 11th and 12th grades.
Unorganized sector (independent tutors) This is one of the major groups in the tutoring business. They are the set of individuals who provide in home tuitions. They work in an unorganized manner and may not necessarily be qualified enough to provide such services. They operate upon references and use their experience as a method of tutoring. Many of the school professors also work as part time tutors. They charge from CAD $ 15- 35 / hr
Online TutorsThese are companies that provide online support to children in specific subjects. They may use e-mail, phone or one on one tutoring. They don’t
Business Plan Page 8
share the entire course content with the children but work only on the specific subjects. They charge approximately CAD $ 25-45 /hr.
Direct competition
Blackboard Individual website from teachers Specialized companies
Marketing Plan
Market Segmentation
The target market:-
Increasing number of single parents.We are seeing the trend of more single parents. Single parents have more limited budgets than parent that live in couple.
Working parents. In the middle income family both mom and dad have to work. The time they can take to dedicate to their kids is short. These families can see value in saving time from commuting
Increased post-secondary entrance competitions.As population increases, there is more competition to get post-secondary education.
Increased test stress.Stress increase as student feel less prepared for tests
Conventional education system.There are gaps in the conventional education system, including but not limited to teachers needing to deal with multiple level in one classroom, as well as lack of time to assist students on a one to one basis
Affordability With all the costs lately conveyed to households, middle-low and low class are struggling with their budgets. The kid’s education is impacted negatively
Business Plan Page 9
New immigrantsFor new immigrant children there are additional challenges such: Language barriers, education style. Even though they overcome these challenges in time, parents are very concern about their education. With limited income in their first years in Canada, parents will see value in providing their kids with the opportunity to review the content seen in regular classes in an user friendly fashion.
To bridge gap between different education system.There is big gap, between grade 8 and grade 9, when it comes to what is expected from the students
Macro Economy – PEST Analysis
PEST analysis is concerned with the environmental influences on a business. The acronym stands for the Political, Economic, Social and Technological issues that could affect the strategic development of a business.
Political A government initiative creates the risk that the school may fail to deliver the policy or be diverted away from local priorities etc.
Changes to the skills required to be a teacher/ tutor Changes to curriculum with short lead times Requirement to be self managing Requirement to be self financing Long time to take decisions
Economic Central or local government funding decisions may affect school/ establishment finances
Ability of parents to raise funds for optional activities Ability to invest ’savings/ surpluses’ Cost of providing resources:
o Staff – Developers & programmers o Basics – supplies and utilities o Technology – High end servers to support online streaming
The risk of highly valued, key staff moving on to more ‘up and coming’ schools/ academies
Business Plan Page 10
Social Decline in birth rate, reflecting national trends Demographic changes may affect likely pupil rolls or the nature of
pupils needs e.g. pupils with English as a second language etc. Changes to qualifications expected Integration with local community Integration of students with special needs Information is accessible to students anywhere in the Toronto via
the Internet Staff were not given enough training or access to effectively
change their habits and how they expected information to be made available
Technological
Changes to standards/ equipment required Risk of selecting the wrong technology at times of change (i.e. windows -v- open source) New computer viruses may affect operations, Move from paper based books to e-book readers Computer hardware being out of date Computer software being out of date Time to manage IT systems
SWOT Analysis
StrengthOne of the major strength are the services are offered to families free of cost. Being the first non for profit organization in the business to offer such kind of extensive services to families who can’t afford.
The product is the first of its kind to incorporate the selected elementary grades complete curricula in an interactive and user-friendly fashion.
As the system intends to keep the same flow on the topics and events related to any given chapter or subject, kids and parents alike should be able to easily identify and accomplish any topic without having to get to the previous or to the next ones. Teachers will be able to accept such accomplishment as a regular class assignment when needed, subject only to parents witnessing the achievement made by their kid.
WeaknessThe system is only intended for Ontarians public elementary students of the selected grades. In order for this system to be use in other provinces, the corresponding rules, regulations and content requirement will have to be addressed. Nonprofit organization has three fiduciary duties under current law: the duty of care, the duty of loyalty, and the duty of obedience
Business Plan Page 11
Also kids tend to procrastinate when they have to set their own pace to learn. We are including a set of incentives that will make it more appealing for kids to log on regular basis to the system. We will also encourage parent’s participation to propitiate their kids participation and completion of tasks.
OpportunitiesOmega-EFAK is intended for Kids enrolled in Grades 4 to 8 in the Toronto Public Educational system. Once this phase is accomplished, the service can be extended to the rest of the Elementary Grades.
Omega-EFAK is intended for Kids enrolled in Grades 4 to 8 in the Toronto Public Educational system. Once this phase is accomplished, the service can be extended to Other Provinces and / or to the Secondary education
ThreatsThis is an ambitious system that requires the participation of many sectors. We will have to provide tangible benefits early after the implementation process so the system become an integral part of the Public education system.
Strength First in the business & Non-Profit Complete course content for all
subjects available at one spot. Attractive incentives for extensive
participation
Weakness Fund raising & solicitations To be informed at all the time. Lack of concentration by kids.
Opportunities Growth in other provinces in
Ontario Providing the course in French
Language Growth to other grades
Threats Lack of support from the sponsors
could be fateful. Non availability of internet
Activities Chart (Gantt Chart )
Months -> I II III IV V VI VII VIII IX X XI XIIActivities Office & Utilities X X
Business Plan Page 12
Information Technology X X X Programming X X X X X X Developing X X X X X X X X Designing X X X X X X X X X X Consulting X X X X X X X Testing X X X X X X X X X Enrollments X X X X X X XQuantify Results X X X X X X X XOrganized Sponsors X X X X X X X X X XMarketing Campaign X X X X X X X X X XAdvertising X X X X X X X XFund Raising X Rewards X X X X XOutdoor Activities X X
Target Market
Sponsors For marketing activities for sponsors start from the 3rd month and they will be approached with the company’s prospectus and the results of the test. Prospectus containing the contents of our organization and its goals
Business Plan Page 13
Marketing
To Sponsor To Parents To Children
The following are potential sponsors that may be interested in either participate in the the project or just to sponsor it. We believe that certain industries are more likely to invest in private initiatives. Within those industries we have identified Banking, Telecommunication, Consumer product manufactures and the specific government offices. The following is a list of companies that we are expecting will show interest in out project. This list may change as we meet with them as find out their interest in our product or service:
Industry Company
Banking Royal Bank
Bank of Montreal
National Bank of Canada
Canadian Imperial Bank
Scotia Bank
Toronto-Dominion Bank
Telecommunications Rogers
Bell
Virgin
Research in Motion
Gray Island System International Inc
Guest Logix Inc.
Nortel Network
RuggedCom Inc.
BCE Inc.
Retailing Canadian Tire
RONA
Shopper Drug Mart
Jean Couto Group
Food Metro
Business Plan Page 14
Consumers Products Manufacture
Nestle Canada
Procter & Gamble
Pepsi Canada
Coca Cola Canada
Government Toronto District School Board
Toronto Library
Draft for Sponsors
In the Appendix - 1
Parents & Students
Parents & Children will be approached in the 6th month by means of distributing flyers during the Parents-teachers meetings in schools. The schools have been identified in the central zone. With close to 140 elementary schools in the central zone and 24,000 students, we expect to get enrollments close to 1200 (5%).
Ward No Ward Name No of Schools Zone
1 Etobicoke North 18 NW
2 Etobicoke Centre 20 SW
3 Etobicoke Lakeshore 18 SW
4 York West 17 NW
5 York Centre 19 NW
6 York South Weston 23 NW
7 Parkdale Highpark 16 SW
8 Eglinton Lawrance 14 C
9 Davenport 16 SW
10 Trinity Spadina 23 SW
11 St. Paul's 18 C
12 Willow Dale 25 NW
13 Don Valley West 21 C
14 Toronto Centre - Rosedale 13 C
15 Toronto Downtown 23 C
Business Plan Page 15
16 Toronto East York 23 C
17 Don Valley East 28 C
18 Scarborough Southwest 26 SE
19 Scarborough Centre 31 NE
20 Scarborough Agincourt 24 NE
21 Scarborough Rouge River 31 NE
22 Scarborough East 31 NE
Zone No of Schools
North West Zone 102
North East Zone 117
Centre 140
South West Zone 93
South East Zone 26
Total No of Schools 478
Flyer to Parents & Students
Business Plan Page 16
Organizational Structure and Staff Planning
Omega – Education First Aid for kids @ Home and related products and services is the reason for Omega EFAK Inc to exist. The company will be structured as an equal partnership and will require additional staff and outsourcing. In order for the organization to be able to face the expected extension of its original scope, the organizational structure will be flat in its initial stages and will move into a hierarchical functional structure with employees ranked at various levels after the system is completed. Each partner will be part of the board of Directors and will also be responsible for a particular functional area of the business. The General Manager it is appointed by the Board of Director’s members. The business areas will have
Business Plan Page 17
specific responsibilities plus customer service and marketing tasks associated to them.
Managers’ committee: The following are among the responsibilities of the Managers’ committee: Committee’s administration and support by advising and informing the committee members and interfacing between committee and staffProduct and Service Delivery by overseeing designing, marketing, promoting, delivering and quality assuring of programs, products and services, Financial, Tax, Risk and Facilities Management by recommending yearly budget according to current laws and regulations, Human Resource Management by effectively managing the human resources according to current laws and regulations, Community and Public Relations by assuring the organization and its mission, programs, products and services are consistently presented in strong, positive image to relevant stakeholders, Sponsorship by overseeing fundraising planning and implementation, including identifying resource requirements, researching funding sources, establishing strategies to approach founders, submitting proposals and administrating fundraising records and documentation
General Manager: The General Manager reports to the Managers’ committee. The main responsibilities of this person are to align the strategy and vision, to build the culture, to build teams, and to allocate capital. This person is responsible for creating the culture, integration of the Managers’ committee, identify the financing roads. The General Manager ultimately will set the direction. Which markets will the company enter, against which competitors? With what product lines? How will the company differentiate itself? The General Manager decides, sets budgets, forms partnerships, and hires a team to steer the company accordingly. The General Manager also reports to the Share Holders. The General Manager oversees this responsibility in conjunction with the Stakeholder Affair Manager Position responsibilities.
Stakeholder Affair Manager: Define strategic plans in order to work together with different stake holders specially School Boards, and Sponsors to produce synergy toward the achievement of common goals. Look after School Boards relationship and sponsor relationship. Oversees the execution of specific actions to accomplish the company’s objectives by creating Join Ventures, Public Relation affairs, partnerships, etc.
Finance Manager: Oversees the organization's financial goals, objectives, and budgets. He / she also the investment of funds and manage associated risks, supervise cash management activities, execute capital-raising strategies to support a firm's expansion. He / she directs the preparation of
Business Plan Page 18
financial reports that summarize and forecast the organization's financial position,
Marketing, Sales and Promotions: Direct firm’s overall marketing and strategic planning programs, and corporate communications. Facilitate client development through marketing and client services programs. Design, implement, and facilitate annual marketing plan for the firm. Support and facilitate development and implementation of section business/marketing plans.Plan and administer the firm’s Marketing Operations budget; support development of regional marketing budgets.Organize and implement client relations including: (client satisfaction surveys, client development activities, client skills training, and special events)Oversees sponsor programs. Oversee business development activities including: (efforts through Business Development Coordinator, assisting attorneys in strategic planning for client presentations, beauty contests, offer coaching for prospective client meetings, presentations, etc., work with regional offices on designing and implementing prospecting and client contact systems.Customer services related to have customer assisted customers thru pre-sales and post-sale activities.
Development Management: Oversees the design, development and put in production of all modules of the system. Work Together with the responsible of the Content Management and Operation to assure all functionalities within the system. Oversees design and development contractors.
Content Management: Oversees that all the information posted in the website complies with the criteria defined. Find better and innovative ways to present information in various formats. As content is in the heart of the company mission, the Content Manager works closely with the Stakeholder affair Manager as well as with the Marketing, Finance and Operation Manager. This is a person with a large experience in Education.
Operations: Oversees and engage everything related to development, delivery and maintenance of all technological solutions. This functional area defines technology needs, infrastructure needs, contingency plans, and daily operation tasks. It engages in new projects as well as in upgrades. It provides technical feasibility criteria to all other areas. It facilitates all technological and human resources and external contractors required. It works with the financial area to forecast the capital expenditure forecast
Organization Strategy
Business Plan Page 19
As the company is in its beginning stages, all the managers will have both strategic and tactical responsibilities and will cover the duties indicated below when they take place. In many occasions they will have to engage some operative. As the company’s solution is implemented these managers will delegate part or full tactical and operative tasks to the new staff coming on-board. They will also have important role in the development of the system and will interact regularly with the contractor firm or specialist assigned to the project.
Business Model
Our business model is valued on the service we provide though our e-learning website. The site is inteneded for kids so it very user friendly and easy to use. Our website will aslo feature our sponsors and their product. We accept donations from our website through paypal and will highly secured. We will not sell any of our donors and sponsors information.
This business model is designed over highly sohisticated and integrated servers which will also be used to interact, chat and communicate with kids, parents and sponsors.
We plan to loose money some months but will create and hold surplus for first 2 years. After 2 years we plan to invest 35% of the surplus into conservative investment.
We also plan to collaborate with other state boards in near future and to get asoociate with some other organisation with common mission and vision.
Future Plans
Economy down and up turns affect households in the short, medium, and long term. The most being affected are those who don’t have saving nor investing possibilities. While the currency gains value, households salaries tend to decrease, especially for those who are new to their jobs or are still looking to be hired. At Omega – EFAK we believe that quality education starts at home. Households with small or none capacity to save tend to reduce the
Business Plan Page 20
financial allocation toward tutoring and extra curricula help for kids. By the other hand we have had many samples on how the provincial government finds its way to restrict and segment public services in all area including education, raising taxes among other. Omega – EFAK is an expansion of the Public Education for the selected grades and have a great potential for growing.
Omega - EFAK for Grades 1, 2 and 3Maximizing Market Penetration is the main objective of the Omega – EFAK system in the first stages. As we walk toward the completion of this phase, new approaches will be made to extend the scope of the system to the rest of the elementary grades. This natural market for EFAK as parents will be expecting it. The success in the first phase is critical for the expansion. We believe additional effort will have to be provided for kids that are in grades 1 to 3. These are younger kids that may need extra help and complementary approach.
Omega - EFAK for other provincesThe initial scope of the system is to serve as an extension of the public education sector in Ontario. Once the system is in place we will have a specific technological framework that will allow us to expand to other provinces. Current Sponsors will have the first opportunity to expand their role but also other sponsors will be very open to the idea due our previous experience.
Omega - EFAK in FrenchOne of the biggest challenges to all Ontarians initiatives is to penetrate the Franco-speaking market. We believe there is always room for good initiatives. The system should be able to find audience in Quebec as well as in other provinces were there is a large population of people who is speaks French as a first language. Omega – EFAK will not only be a bi-lingual system but will have to address the specific Need, Wants, Interest, and Demands of the market it is intended to serve.
Financial Statements
Business Plan Page 21
In order to adapt the initial investment, we have identified two start-up moments
The First start-up will provide us with the basic infrastructure to complete a prototype and continue the search for potential sponsors:
Expenses Month 1 Month 2
Month 3 Month 4
Month 5 Month 6
Office
2,000.00
3,640.00
3,140.00
3,140.00
3,140.00
15,140.00
IT
16,150.00
200.00
200.00
24,200.00
200.00
200.00
Resources
9,280.00
8,500.00
8,500.00
27,000.00
27,000.00
27,000.00
Marketing -
-
450.00
1,950.00
21,950.00
15,450.00
Total Expenditure
27,430.00
12,340.00
12,290.00
56,290.00
52,290.00
57,790.00
This stage should last 6 moths This phase will allow to refine technical and design matters
o First three months will be used to develop and test the prototype. o The main model and chapters will be addressed at this stage from
4th Month o
The space for rent is a temporary location that won’t require any re-modeling.
Ad-hoc efforts in development, continuing search of sponsors made by Directors will be part of their initial investment and will not be remunerated
3 Servers and 4 laptops will be required at this stage This phase is to be financed entirely by the Sponsors.
Business Plan Page 22
Twelve Months Expense Sheet
Business Plan Page 23
1 2 3 4 5 6 7 8 9 10 11 12 -
20,000.00
40,000.00
60,000.00
80,000.00
100,000.00
120,000.00
140,000.00
160,000.00
180,000.00
Total ExpenditureTotal Revenues
1 2 3 4 5 6 7 8 9 10 11 12
-60,000.00
-40,000.00
-20,000.00
-
20,000.00
40,000.00
60,000.00
80,000.00
100,000.00
120,000.00
Surplus
Surplus
Office IT Resources Marketing
Business Plan Page 24
Income Statement
Income statement for the years ended Dec 31
Revenues
Corporate Sponsors
594,000.00
Fund raising
100,000.00
Other activities
10,000.00
Total Revenue
704,000.00
Expenses
Cost of fund raising
25,000.00
Direct advertising
35,000.00
Travel cost 4,500.00
Total Expenses B
64,500.00
Gross Income A-B C
639,500.00
Indirect Expenses
Rent
27,000.00
Utilities 1,800.00
Insurance 1,800.00
Supply 3,000.00
Phone
Business Plan Page 25
1,800.00
Network 1,800.00
Liscence
17,000.00
Salary
278,540.00
Legal fees 780.00
Rewards 7,000.00
Other activity 2,000.00
Advertising
45,000.00
Total Indirect Exp D 387,520.00
Surplus C-D 251,980.00
Balance Sheet
Balance Sheet for the year ended Liabilities Amount Assets AmountCapital 30,000.00 Laptop 8,500.00 Surplus 251,980.00 Furniture 4,000.00 Server 113,550.00 Printers 4,000.00 Cash 151,930.00 281,980.00 281,980.00
Business Plan Page 26
Initial IT Costs – Components
Internet and special application servers (web server) - this are robust computers, which are constantly switched on and connected to the Internet so that each Internet user around the world can access your website at all times. These computers are built up with selected high quality components, which can endure incessant work and high load.Depending on the expected load and the type of services, which this computer will provide, different configurations can be set up. As far as database hosting is concerned, for example, a multiprocessor solution combined with small-sized but very fast and stable hard disks would do just great, whereas a single processor configuration with many large size hard disks would be apt with file/image hosting. To ensure better Internet connectivity, the given server is stored in a data center, where it is mounted into a special rack, which offers good ventilation and easy maintenance.
Item qty
Price Description & Configuration Total
IBM System x3650 M2
5 $3359 ea.
Number of server required (Presentation, Database, DNS, Proxy).
$16795
Business Plan Page 27
Express Stable business critical application server that provides outstanding performance,Availability and capacity in a 2U. Quad-core Intel® Xeon® 5500 Series with QuickPath Interconnect (QPI) technology, up to 2.93 GHz and up to 1333 MHz front-side bus. 8 GB
Memory upgrade and hard drive upgrades
5 $1200 ea.
DDR-3 RDIMMs with 16 slots up to 128 GB of maximum memoryUp to 6.0 TB hot-swap Serial Attached SCSI (SAS) or up to 6.0 TB hot-swap Serial ATA (SATA) or up to 600 GB hot-swap solid state drive (SSD) storage
$6000
Guarantee 5 $671 ea Repair next business day $3355IBM System x3350
2 $1400 ea.
Emails, CRM, and collaboration serversIntel® Xeon® (dual-core) (up to 3.0 GHz/6 MB/1333 MHz) or Intel Xeon (quad-core) (up to 2.83 GHz/12 MB/1333 MHz). 2 GB standard memory/8GB, PC2-5300 DDR II 667 MHz, via 4 DIMM slots. 600 GB SAS
$2800
Laptops with graphical capabilities
6 $1850 ea.
Multiple purposes. To be used by the team membersDual Core 2.4 GHz, Graphic card, 120GB HD
$11100
Printers 2 $850 ea.
NetworkMultiple purposes.
$1700
W/Cisco: High Performance 10/100 Modular Router
1 WAN edge to deliver high performanceRisc Processor. 2600 model provides extra power to support the Advanced Quality of Service (QoS), Security, and Network integration.
$2884
Rack 2 $899 Heavy duty cabinets $1798
10% Provision $4643Total bf/HST $51075HST $6036Total af/HST $57715
Putting the machine itself in a data center and connecting it to the Internet do not automatically make it an "Internet server". For this purpose, specific web server software has to be installed on it and configured according to the given platform. Among the most popular web server packages are:
Microsoft IIS, after the installation and configuration of the web server software, FTP, E-mail, DNS, database, etc. software packages
Business Plan Page 28
Licenses Qty Description PriceWindow 2008 Servers – Web Edition
5 Windows Server 2008 Web Edition, 32-
bit version
$2394
Window 2008 Servers – Std Edition
Available in 32-bit and 64-bit version. $1199
Antivirus – Enterprise for Server
4 Symantec AntiVirus v.10.2 Business Pack
$2468
SQL Server 2005 – Enterprise
Unlimited 1 Processor / Unlimited connections: Complete Data Management and Analysis Platform Standard Edition is the data management and analysis platform for small and medium-sized organizations. It includes the essential functionality needed for e-commerce, data warehousing, and line-of-business solutions
$4400
10% Provision $1046Total before HST $11507HST 1496Total after HST $13003
Backup Servers
Item Qty Description PriceProduction Mirror Servers
3 Include all applications and licenses
$24837
Back up Router 1 WAN edge to deliver high performance
$2884
10% provision $2772Total before HST $30493HST $3964Total after HST $34457
Server’s room adaptation:
Description Estimate
Business Plan Page 29
Servers Room adaptation: Electrical Panel, False floor and Air conditioning unit
$20000
10% Additional estimation $2200Total before HST $22000HST $2860Total after HST $24860
Infrastructure cost before HST $115075HST $ 14960Total cost after HST $130035
Business Plan Page 30
Appendix
Organization Structure
Business Plan Page 31
Temporary Location (Sample):
262 Avenue Rd List:$1,000 Gross Lease
Toronto, Ontario M4V2G7 Dist: C02
Map: 115-19-P
Lease
Dir/Cross St:
Avenue Rd/Dupont RdDOM:
64
Last Status:
New
Taxes:
$0/2009/N/A
Office Lease Term:
12/60
OfficeFreestanding:
YHoldover:
90
Occup: Vacant SPIS: NPossession:
3/1/10Franchise:
Commercial Condo Fees:
Total Area:
800 Sq Ft
Ofc/Apt Area:
800 Sq Ft
Indust Area:
Retail Area:
Apx Age: Volts: Amps: Zoning: OfficeTruck Level:
Grade Level:
Drive-In: Double Man:
Clear Height:Sprinklers:
Y
Heat: Gas Forced Air
Survey: Lot/Bldg/Unit/Dim:
0X0 Feet Unit
Lot Irreg: Crane: Bay Size:%Bldg: Washrooms:
Water: MunicipalWater Supply:
Sewers: A/C: YUtilities: AGarage Type:
Outside/Surface
Park Spaces:
#Trl Spc:
Soil Test: Outside Storage:
Rail: Basement: Elevator: NoneUFFI: Assessment:
Chattels: LLBO: Days Open:
Hours Open:
Employees:
Seats:
Business Plan Page 32
Open
Bus/Bldg Name:
For Year:
Financial Statement:
Actual/Estimated:
Taxes:
Heat: Gross Inc/Sales:
Est Value Inv At Cost:
Insur:
Hydro:
- Vacancy Allow:
Com Area Upcharge:
Mgmt:
Water:
- Operating Exp:
Percentage Rent:
Maint:
Other:
= Net Income B4 Debt:
Remarks For Clients: Fully Furnished Lower Level Office Located At Avenue Road And Macpherson. Space Consists Of 2 Large Offices And Lots Of Storage. 1 Parking Space Included With Office. Shared Use Of Kitchen Is Available.Extras: $1,000/Month Is A Gross Lease And Includes Taxes, Maintenance, Insurance, Parking, And All Utilities.
Mortgage Comments:
TITAN YORK REALTY CORPORATION, BROKERAGE 416-485-0488 Fax: 416-913-17062345 Yonge Street, Unit 500, Toronto M4P2E5 OLIVIER RAOULT, Salesperson 416-312-0302
Appts:
Contract Date:
2/2/2010
Condition:
Ad: Y
Expiry Date:
7/2/2010
Cond Expiry:
Escape:
Last Update:
2/3/2010
CB Comm:
One Half MonthOriginal $:
$1,000
Business Plan Page 33
Permanent Location (Sample)
120 Carlton Ave 309 List:$3,500 Gross Lease
Toronto, Ontario H5A4K2 Dist: C08
Map: 120-20-R
Lease
Dir/Cross St:
Jarvis And CarltonDOM:
65
Last Status:
New
Mtcp 676 Level 3 Unit 9 Taxes:
$0/2009/N/A
Office Lease Term:
5/10
OfficeFreestanding:
NHoldover:
120
Professional Office Occup: Vacant SPIS: NPossession:
ImmedFranchise:
Commercial Condo Fees:
$0
MLS#:
C1779570 Seller:
John Keenan Contact After Exp: N
PIN#:
Total Area:
1,642 Sq Ft
Ofc/Apt Area:
1,642 Sq Ft
Indust Area:
Retail Area:
Apx Age: Volts: Amps: Zoning: OfficeTruck Level:
Survey: Lot/Bldg/Unit/Dim:
0X0 Feet Unit
Lot Irreg: Crane: Bay Size:%Bldg: Washrooms:
Water: MunicipalWater Supply:
Sewers: Sanitary
Soil Test: Outside Storage:
Rail: Basement: Elevator: FreightUFFI: Assessment:
Chattels: LLBO:
Business Plan Page 34
Grade Level:
Drive-In: Double Man:
Clear Height:Sprinklers:
N
Heat: Baseboard
A/C: YUtilities: YGarage Type:
Underground
Park Spaces:
2 #Trl Spc:
Days Open:
Hours Open:
Employees:
Seats:
Bus/Bldg Name:
For Year:
Financial Statement:
Actual/Estimated:
Taxes:
Heat: Gross Inc/Sales:
Est Value Inv At Cost:
Insur:
Hydro:
- Vacancy Allow:
Com Area Upcharge:
Mgmt:
Water:
- Operating Exp:
Percentage Rent:
Maint:
Other:
= Net Income B4 Debt:
Remarks For Clients: Rare Professional Office Space In Quality Downtown Condo Bldg. Bright Space Consists Of 4 Spacious Offices, Kitchenette, Storage Room And Spacious Reception Area & All Amenities. 2 Private Undgrnd Parking Spaces. Ideal For Lawyers & All Other Professionals. Minutes Walk To Yonge & Subway. Rare Available Office Space. *****All Inclusive *****Extras: Great Opportunity To Lease This Office Space. Great Condo Bldg Incl 2 Parking Spaces, Access To All Condo Facilities, Pool, Hot Tub, Suana, Party Rm, Squash, Etc. Great Value - All Inclusive, Heat, Hydro, Air Conditioning, Work & Relax!Remarks for Brokerages: Please Allow 48Hr Irrevocable. Easy To Show. Office Is Now Vacant. Keys On Sight. ****Act Fast - Wont Last****
Mortgage Comments:
RE/MAX ULTIMATE REALTY INC., BROKERAGE 416-487-5131 Fax: 416-487-17501739 Bayview Ave., Toronto M4G3C1 GEORGE VRETOS, Salesperson 416-716-3611
Appts:
Contract Date:
2/1/2010Condition:
Ad: N
Expiry Date:
5/30/2010
Cond Expiry:
Escape:
Last 3/29/201 CB One Months Rent Origina $3,500
Business Plan Page 35
Update: 0 Comm: l $:
How would the system would look like
Business Plan Page 36
Mock up IT Infrastructure
Business Plan Page 37
Estimated Market PenetrationThere are close to 184,000 students in the Toronto District School Board (TDSB) and 54,000 in the Toronto Catholic District School Board (TCDSB) for a
Business Plan Page 38
total of 238,000. Only an approximate of 50% of those students belongs to the grades 4 to 8 for an approximate number of 119,000 students in both Toronto School boards.
According to Statistics Canada, 12% of the students have less than 3 years leaving in Canada for a total of 14,280 students. We are conservatively expecting action from only 15% of this group for a total of 2142 students expected to enroll in the first 3 years. The number of students with more than 3 years in Canada is 104,280. We are conservatively expecting action from only 5% of central Zone group, for a total of 1200 students to enroll from this segment in the first year.
Estimated Total and Repeated Customers
We are expecting 100 new enrolments monthly and a desertion rate of 10% for an approximate of 120 new enrollments monthly. With the corresponding marketing actions and promotions, we are expecting to balance out high and low demand month to a total of 4000 enrollments in 36 months. We are expecting that 90% of our customers will repeat the experience and continue to use the system for the years to come.
Our forecast has been made based on 3 years but we believe this numbers will growth systematically after the 4 years for the following reasons:
As the system is known by more and more people, the work of mouth effect will dramatically increase the demand.
Our promotions and successful experience will create interest in the population that has not enrolled yet.
Canada immigration policy will allow more people to immigrate to the country and in particular to Ontario
Immigrant Population
Percentage distribution
Business Plan Page 39
Category199
6199
7199
8199
9200
0200
1200
2200
3200
4200
5200
6200
7200
8
Family class 25.5 22.7 23.4 23.1 20.7 21.1 21.5 23.4 20.8 19.6 23.3 23.2 22.5
Economic immigrants 58.4 62.9 60.5 62.2 64.7 66.8 65.3 60.0 61.4 63.3 58.9 59.5 63.9
Refugees 14.0 12.7 14.5 14.2 14.4 12.1 11.7 12.9 14.9 14.5 13.7 12.5 9.3
Other immigrants 2.1 1.8 1.6 0.6 0.2 0.1 1.4 3.7 3.0 2.6 4.1 4.7 4.3
Category not stated 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Males100
.0100
.0100
.0100
.0100
.0100
.0100
.0100
.0100
.0100
.0100
.0100
.0100
.0
Family class 34.8 32.7 34.7 34.9 32.4 32.1 32.7 35.0 31.7 28.5 32.4 32.4 30.2
Economic immigrants 52.6 56.1 52.1 53.1 55.3 57.6 55.2 49.7 52.3 56.1 51.2 51.6 57.0
Refugees 11.3 9.9 11.8 11.6 12.1 10.2 10.2 10.6 12.9 12.8 12.2 11.1 8.4
Other immigrants 1.3 1.4 1.3 0.5 0.2 0.1 1.9 4.6 3.1 2.6 4.1 4.8 4.3
Category not stated 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Females100
.0100
.0100
.0100
.0100
.0100
.0100
.0100
.0100
.0100
.0100
.0100
.0100
.0
Family class 30.2 27.8 29.2 29.1 26.6 26.6 27.2 29.4 26.4 24.2 28.0 28.0 26.5
Economic immigrants 55.5 59.4 56.2 57.5 59.9 62.1 60.2 54.7 56.7 59.6 54.9 55.4 60.3
Refugees 12.6 11.3 13.1 12.8 13.2 11.1 11.0 11.7 13.9 13.6 12.9 11.8 8.8
Other immigrants 1.7 1.6 1.5 0.5 0.2 0.1 1.7 4.2 3.0 2.6 4.1 4.8 4.3
Category not stated 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0 0.0
Total100
.0100
.0100
.0100
.0100
.0100
.0100
.0100
.0100
.0100
.0100
.0100
.0100
.0
Business Plan Page 40
Number
Category 1996 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008
Family class 28,119 24,085 19,894 21,460 23,291 26,045 24,297 24,868 23,725 25,045 28,513 26,460 26,706
Economic immigrants 64,497 66,827 51,403 57,836 72,678 82,536 73,666 63,952 70,080 80,905 71,890 67,849 75,752
Refugees 15,449 13,486 12,332 13,200 16,125 14,924 13,234 13,791 16,973 18,565 16,688 14,286 11,009
Other immigrants 2,319 1,900 1,353 539 260 107 1,559 3,888 3,386 3,261 5,036 5,381 5,147
Category not stated 1 0 0 0 0 1 0 0 0 1 1 1 0
Males110,38
5106,29
8 84,982 93,035112,35
4123,61
3112,75
6106,49
9114,16
4127,77
7122,12
8113,97
7118,61
4
Family class 40,200 35,852 30,975 33,802 37,319 40,742 37,989 40,243 38,532 38,316 41,993 39,772 38,861
Economic immigrants 60,872 61,524 46,509 51,410 63,611 73,182 64,197 57,093 63,668 75,407 66,362 63,395 73,320
Refugees 13,025 10,821 10,510 11,197 13,966 12,994 11,882 12,193 15,713 17,210 15,811 13,669 10,851
Other immigrants 1,546 1,500 1,194 492 200 99 2,221 5,317 3,743 3,529 5,346 5,941 5,595
Category not stated 0 0 0 0 0 0 0 1 0 1 1 0 2
Females115,64
3109,69
7 89,188 96,901115,09
6127,01
7116,28
9114,84
7121,65
6134,46
3129,51
3122,77
7128,62
9
Family class 68,359 59,980 50,896 55,276 60,616 66,795 62,290 65,112 62,261 63,361 70,508 66,232 65,567
Economic immigrants
125,370
128,351 97,912
109,250
136,290
155,718
137,863
121,046
133,748
156,312
138,252
131,244
149,072
Refugees 28,478 24,308 22,843 24,397 30,092 27,919 25,116 25,984 32,687 35,776 32,499 27,955 21,860
Other immigrants 3,865 3,400 2,547 1,031 460 206 3,780 9,205 7,129 6,790 10,382 11,322 10,742
Category not stated 1 0 0 0 0 1 0 1 0 2 2 1 2
Total226,07
3216,03
9174,19
8189,95
4227,45
8250,63
9229,04
9221,34
8235,82
5262,24
1251,64
3236,75
4247,24
3
Business Plan Page 41
2010
Sponsors Brochure
Business Plan Page 42
Sponsors Brochure
Hello friends,
Children’s growing in this complex and rapid changing world face challenges in every step of life. Education and learning methods are also revised and updated every year and it’s hard for kids to adjust every new changes. With the level of competition and pressure kids carry is far from imagination and impossible to think looking at their school bag. Kids in school are busy fulfilling the demand of the world. Questions asked is, gaining knowledge or just learning to satisfy the objective of education system and parents-teachers demand.
Omega project EFAK is a non profit organization founded with the intention of providing interactive online learning programs for a student of grade 4 to 8. Omega project is committed to provide study materials of Toronto District School Board from grade 4 to 8 in interactive manner with real life examples in the form of cartoons, animated graphics and others multimedia sources which is easy to understand and can leave a long lasting impact on kids life.
Omega project EFAK is an organization which is not just for kids; it will be helpful for teachers, parents and tutors to get benefit from the interesting and fruitful way of learning. EFAK will try to collaborate and have partnership with similar organization around the world to satisfy the diverse population and culture in Toronto.
EFAK is depending on volunteers with the different expertise to contribute in their own way in delivering, designing, delegating and developing the whole new peer tutoring program. Volunteers of EFAK will meet with the teachers, parents and tutors in finding out their demands and obstacles they face when teaching kids. EFAK can make the technology available to kids at very young age and seeding in their minds the good use to internet from the beginning.
However, the project is young and needs your support to help us in our mission to reach as many children as possible with free e-learning to help them build the essential skills in succeeding in life.
I would like to arrange a time to discuss the possible ways in which you or your organization could assist the Foundation and in advance thank you for your interest and support. Visit www.omegaproject.org to see your little contribution can create a world of opportunities.
Warm Regards,
“Every Student can learn, just not on the same day, or the same way”. - George EvanFor more information, please contact us at www.omegaproject.org
Business Plan Page 43
Sponsorship Information
Omega project EFAK, is a non profit organization committed to provide online interactive school course from grades 4-8. Our vision is to provide course assistance through web based interactive media courses to from anywhere and at any time. The course will be offered with animated graphics, gaming tool and free course exercise in the form of quiz and home work pattern format. Full content of the Toronto District School Board will be available for the reference and will match the study schedule with schools.
Our team volunteers will consist of members from various fields like education, business, marketing, cartoonist and game developer and bloggers who will contribute in developing and designing the course content. Omega Project will collaborate with other school boards and e-learning providers to make it more effective and up-to-date.Our core competencies will be not only providing the course but also assisting students in solving their problems and answer their questions in real time via chat room, mobile messenger and phone assistance.
Everyday between 6pm – 7pm we will hold a chat room on specific subject with the objective to reviving student thought, answering their queries and implication of the material in real life.Omega Project will need support from companies, institution and every responsible member of the society to contribute to accelerate our vision on providing everywhere and anywhere format of education thorough well established and integrated technology and infrastructure.
WHY YOU SHOULD SUPPORT OMEGA PROJECT EFAK?
Help the child to learn, grow and develop the basic knowledge to shape his future and by supporting the course content.Improve the corporate image by positioning your company as a social responsible organisation.Provide networking and business association platform between sponsors and giving exposure to companies in the big business world.Corporations and companies can also be benefitted by getting tax exemptions on the donations.
For more information, please contact us at www.omegaprojects.org
Business Plan Page 44
Ways to Contribute:To ensure the learning material targets the objective of course curriculum appropriate and specific program designing is needed. Omega Project EFAK will name the course content after the sponsors and the name will appear on the website. Omega Project will connect the sponsors through various media in improving the corporate image. Sponsors and donors can use our secured website for donation. We also welcome private donation and your name and identity to will kept secured with respect to our privacy policy.
Direct Sponsorship at four levels
RED: donation of above CAD $ 100K
Logo will be featured on the omega Project website. Course will be named after your company’s name. Joint press release of sponsorship. Sponsors name will be featured on every summers camps and
educational workshops by Omega Project. Sponsors will be included in or advisory board.
BLUE : Donation between CAD $ 30-99 K
Logo will be featured on the omega Project website. Course will be named after your company’s name. Joint press release of sponsorship. Sponsors name will be featured on every summers camps and
educational workshops by Omega Project.
Yellow: Donation of CAD $ 10-29
Logo will be featured on the omega Project website Sponsors name will be featured on 4 events (summers camps and
educational workshops) by Omega Project.
Purple: donation less than CAD$ 10K
Sponsors name will be featured on 2 events ( summers camps and educational workshops) by Omega Project
Business Plan Page 45
Bibliography
Students Curricula:http://www.edu.gov.on.ca/eng/curriculum/elementary/math4ex/number.pdf
SQL Server:http://www.softwaremedia.com/category/1660.html?ovchn=GGL&gclid=COrBzPX2yqACFchH5wodEh8CbQ
http://www.evaluesoftware.com/index.php?m=&c=149&l=product_list&sortby=price:asc&gclid=CNbkpqz7yqACFSZo5Qodr1Wgbw
Antivirus Servers
http://www.nextag.com/server-antivirus/compare-html
Antivirus clients
http://store.norton.com/v2.0-img/operations/symantus/site/promo/pd/_10/054422/navnis10_n360v4_CA.html
Windows 2003
http://www.microsoft.com/windowsserver2003/howtobuy/licensing/pricing.mspx
Windows 2008 and IIS
http://blogs.iis.net/bills/archive/2008/10/06/where-to-download-and-buy-iis7-and-windows-2008.aspx
http://mvolo.com/blogs/serverside/archive/2009/02/01/Analyzing-server-power-consumption-and-costs.aspx
Business Plan Page 46
Resumes
LUIS BRICENO (416) 804-8602
59 Castlebury Crescent, Toronto, ON M2H [email protected]
OBJECTIVESeeking a position of Software Pro-Active Sales Representative
HIGHLIGHTS OF QUALIFICATIONS
Bachelor Degree in Business Administration, Diploma in Computer Sciences and Certified in Professional Sales
More than three years of experience qualifying potential clients, building and maintaining a customer base
Experienced in using consultative sales techniques Provided outstanding customer services at all hierarchy level of the
Diageo’s account, evidenced by receiving six CSAT awards and one special recognition.
Significantly contributed in meeting the Support Service’s productivity over all goals including SLAs and SLOs
Developed an over all view of tech solution applications Engaged electronically with clients and support teams, using emails and
live chats such as Same Time, while attending customers over the phone. Knowledgeable in system development and relational database access Enthusiastic Fluent in English and Spanish
RELEVANT SKILLSSales Identified potential customers from the market place thru cold and warm
calling, networking, referrals, and promotional activities Identified business criteria from the global perspective to focus on specific
target market that can benefit from the service offered Organizing business creation by building a prospecting pipeline that
includes new and existing leads and clients Prioritized potential prospect accounts to direct effort to those who have
grater potential by identifying: current situation, future situation, decision making process, time and budgets constrain, and competitive exposure
Studied all information gathered and matched prospect needs and expectation to our competitive advantages
Applied ROTI (Return On Time Invested) to identify client’s profitability Empathetic, encouraging and respectful towards clients while building
rapport and reminding customers how our product and service is congruent with their own goals
Business Plan Page 47
Met and assisted clients’ specific needs and expectation assessment as well as housing affordability
Managed the pipe by systematically adding new potential prospects, as well as keeping proportion with several prospects, and hot ones
Transferable skills Skilled in incident tracking systems such as Remedy and Tivoli Followed up on work in progress and pending incidents Involved in severity handling and escalation process worldwide Extensively involved in the evaluation and implementation of IS and IT
solutions for the production unit within a manufacturing company Assisted Managers and Directors to develop capital expenditure their
forecast on their IT acquisitions.
RELEVANT WORK EXPERIENCE
Sales Representative on a part time basis
Royal LePage Bayview ofic.
Right At Home Realty Inc.
2005 – Present
EMPLOYMENT HISTORY
Senior Global IT Tech Sup.
IBM - Toronto / Canada 2007 – Present
Global IT Tech SupportKelly Services – Toronto / Canada
2004 -2007
Programmer / Analyst &
IT Analyst
Collectcorp / Facility IT Canada
2001- 2003
Business Area and New Technology Co-ordinator
Bigott – A member of British American Tobacco – BAT – Caracas / Venezuela
1994 – 1999
EDUCATION AND TRAINING
Bachelor in Business Administration – Caracas / Venezuela 2000 Recognized by University of Toronto / Comparative Education Service - 2006
Diploma in Computer Sciences – Caracas / VenezuelaRecognized by University of Toronto / Comparative Education Service – 2006
Business Plan Page 48
Certificate in Professional Sales – Toronto / Canada 2009 Seneca College, Toronto, ON
Courses: Marketing Certificate (In progress), Negotiation Deliver Excellence Awareness, IT and Business Process Delivery Data Privacy, ASP.NET, System Administration for MS SQL Server 7.0. Implementing a Database on MS SQL Server 7.0,; AS/400 (programming development tools, SEU, SDA, SQL, DBMS concepts), SAP/R3 (SAP50, SAP20, LO020, LO050, BC400). BAT - Project management methodology.
REFERENCES AVAILABLE UPON REQUEST
Business Plan Page 49
Ashfaque Sharif [email protected]
647-894-2774
Profile Summary Over 5 years of experience in financial industry.
Enterprising, articulate Financial and Investment Analyst with solid market knowledge and recent success as a Financial Consultant and stock broker.
Mutual funds licensed.
Strong sales orientation, apply financial counselling to provide professional holistic financial plan for individual and business.
Professional Work Experience , Toronto Aug’ 07 – Apr’08Financial Consultant
Provided analysis and guidance to the businesses and individuals for investment.
Collected financial information, analysed data, and make recommendations.
Assessed the economic performance of the company seeking investment.
To look after the financial matters for investment banks, insurance companies, securities firms and business media.
To help the individuals in taking investment decisions through recommendations.
To peruse the financial statements and analyse prices, sales, costs, expenses and tax rates.
Performed the duties for both buying and selling parties.
Developed investment strategies for making a portfolio.
Specialized in business practices, products, and competition.
Business Plan Page 50
S.F. Securities and Investments, Raipur – India
May’03 – Dec’ 05
Partner
Responsible for Portfolio Management, Risk Management and Technical Analysis.
Supervised the staff.
Communicated with the clients to maintain personal relations
Prepared reports, budget and forecast.
Analysed and research the data of market and work with the creative team.
Taral Financial Consultants Pvt. Ltd, Nagpur- India
Jul’01 – Jan’03
Business Associate
Handled back office operation.
Helped in bill distribution, client service and report to director.
Helped in gathering data and designing of a billing software named
‘SharePro’.
Achievements
Achieved remarkable success by securing more than ‘300’ clients in
just two years for S.F. Securities and Investments.
Education/ Certifications
CSC (Canadian Securities Course).
Marketing Management Post Graduate, Humber College, Toronto,
Canada.
Business Plan Page 51
Advance Diploma in Accounting and Management, Netcom
College, Toronto, Canada.
Post graduate Diploma in Business Management, Gurukul
University, India.
Bachelor of Commerce, Nagpur University, India.
Registered member of MFDA (Mutual Fund Dealer Association).
NCFM certified by Bombay Stock Exchange, India
Aseem Sachdev 62, Mendota Rd, Toronto, Ontario – M8Y1G2Tel: (647) 969-4451 Email: [email protected]
PROFILEI have 7 years experience in sales and marketing in different regions and companies like Nestle and Schneider Electric and managed different teams in various parts of Asia.
SUMMARY OF QUALIFICATIONS
Experience in the sales and marketing operations, providing feedback and developing new sales strategies for short term and long term goals.
Handled team from different cultures proving superior team managing skills
International work experience and knowledge of Middle East and Asian market resulting in a better understanding of the global market place
Captain of the Basketball team for 2 years
EDUCATION
Marketing Management -Post Graduate Certificate
Business Plan Page 52
Humber Institute of Technology and Higher Learning, The Business School 2010
Business Management - Post Graduate Diploma (PGDBM)Institute of Management & Technology – India -2009
Bachelors of Commerce Delhi University -2002
Advanced Diploma in Information Technology Aptech Institute for Computer Sciences – 2002, New Delhi
EXPERIENCEClipsal India Pvt. Ltd – Schneider Electric India Pvt. Ltd. (June 2002 – February 2006 ) Clipsal was taken over by Schneider Electric in Oct 2003Business Development and Sales (India)
Marketing and sales of Schneider Electric Products in Northern India. Liaisoning with Architects, Electrical consultants ,contractors, Hotels
and government bodies for the Product stipulation /approvals Initiating product launch for E3000 series of Clipsal in Indian Market. Provided information regarding market trends and suggested
alternative for promotional activities to boost the sales. Training of the new sales team and achieving the sales as a team.
Nestle Oman Trading LLC – (March 2006 to September 2007) Key Account Executive (Muscat, Oman)
Handled sales , promotions, displays and Training of Merchandisers for the different brands with Nestle Oman .
Involved in the in-store training, special / seasonal promotional displays.
Analyze the store performance with the Store Managers and making recommendations as to what actions should be taken to improve the sales.
Increased the sales of slow moving SKU’s by developing new in-store positioning plans.
Solely responsible for the launching and finding prospect stores for the Prina (Pet Food) range.
OKI General Trading LLC –(September 2007 to October 2008) Asst: Manager Procurement (Dubai, United Arab Emirates) * Please note that this was a newly started family business which required support
Handled tender based selling to United Nations and other peace keeping missions in Afghanistan, and various African countries.
Business Plan Page 53
Involved in negotiating and procurement of all electrical, electronic, vehicle spare parts, tools and other equipment.
Dealing with both local and international suppliers to in order to get the most economical best sellers to meet the
Managed the packing and shipping of cargo of various sizes to different countries in all forms of transport ( Land , water , Sea or mix of all)
Streamlined the warehousing activities by training and supporting the warehouse in-charge and ensuring 100% timely deliveries.
Clipsal Middle East – (November 2008 to December 2008) Sr. Sales Executive (Dubai, United Arab Emirates)
Effectively marketed company products by indentifying suspects, assessing their needs, and quoting them suitable products.
Liaisoning with MEP contractors and consultants.
Break for PGDBA from Jan 2009 to May 2009
IBM India (May 2009 – August 2009 )Customer Care Executive
Handled the clients for UK train bookings. Managed the escalated calls and strived to achieve highest customer
satisfaction.
Indo Asian Simon Pvt. Ltd – (September 2009 –December-2009)Business Development Manager This job was part time in order to raise funds for Marketing Course
Identified the suspects, explained product features and its benefits and solved their queries to ensure their approvals.
Liaisoning with Architects, Electrical consultants, contractors, Hotels and government bodies for the Product stipulation /approvals
Business Plan Page 54
Vikas Dhawan 4 Hughes Court
Brampton, ON L6S [email protected]
647.969.7379 Job Objective: Seeking to obtain a part-time/full-time position in Sales/Retail or Customer Service Highlights of Qualifications
3 years of customer service experience in a retail and sales. Good interpersonal skills, friendly and able to work efficiently in a fast-
paced environment Self-motivated, works well in a team or independently with minimal
supervision Co-operative, enjoys meeting new people, excellent communication
skills and reliable
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Relevant Skills and Experience Customer Service
Handled customer inquiries and complaints to ensure excellent client service
Greeted customers and discussed type, quality and quantity of merchandise or products
Advised customers about use and care of merchandise, as well provided information concerning specialized items
Sales
Effectively met and exceeded sales expectations on a daily basis Built up a loyal customer base by utilizing a consultative sales
approach when selling products and services Maintained a clean and safe environment for customers and co-
workers at all times Cashier
Prepared product sales, accepted cash, credit card or automatic debit transactions
Responsible for all cash in register. Willing to expand skills and training on an electronic cash register for
retail environment
Work History 2005-2009 Krishna Traders Jalandhar, Punjab, India
Education and Training 2009 Aay PJ College (Bachelors of Business Administration) Jalandhar, Punjab, India2006 Dayanand Model School (Grade 12) Jalandhar, Punjab, India
Volunteer 2004-2006 Captain of my school Soccer team; Dayanand Model School1999-2006 Member of the school Cricket team; Dayanand Model School
References Will be available upon request
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Rahul Aggarwal4 Hughes crt ,Brampton
JOB OBJECTIVE
Seeking to obtain full time position in your organization
INTERST Being in charge Leading people Organizing events Setting goals Being competitive Promoting ideas or things
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Being responsible Having power and authority
EDUCATIONAL QUALIFICATION
Humber Institute of Technology and Advanced Learning, The Business SchoolCurrently pursuing Post Graduate Certificate in Marketing Management
Institute of Management Studies, Dehradun, IndiaBachelor of Business Administration (2009)
COMPUTER PROFICIENCY
Basic Operation and MS Office Internet Browsing
WORK EXPERIENCE (01-07-2009-TO 30-1102009)
Grip well Tools Industries I took experience in three different departments.Marketing, H.R and Production.
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DILIPKUMAR SHARMA SHAMULALATPAM3199 Lakeshore Blvd. west, Toronto, Ontario M8V 1KB(416)675-3122 ext.73807 [email protected] PROFILE
Demonstrated experience in qualifying, negotiating, and managing long term client relationships
Negotiation and critical thinking skills Exception customer service oriented Ability to work well within a team environment as well as
individually Generate, build and maintain working and professional
relationships Computer literate: Proficient in MS word, power point, use of
internet for research
Administration
Demonstrated experience in the coordination of administrative duties
Capable of quickly adapting and performing in new job responsibilities
Willingness to take on new challenges High degree of accuracy and attention to detail
PROFESSIONAL EXPERIENCE
Service staff, 2006-2008Taj palace, ITC Mauriya Sheraton, Metropolitan Nikkoh, Embassies
Develop and manage long-term relationships with prospective customers
Handled customer services. Coordinating among the staff and accomplish the required tasks Organised conferences, events, party
Industrial TraineeVishwaratana Hotel, A.T Road, Guwahati, India, 2006(6 months)
Handles front office, Food and Beverage service, production, and
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House keeping Responsible for smooth operation of the departments Increased customer satisfaction Resolved customer complaints in an effective and timely manner
EDUCATION AND TRAINING Graduate certificate in Marketing Management, 2010-Present
Humber Institute of Technology & Advanced learning
Bachelor Degree in Hotel and Tourism Management, November 2008 I.A.S.E University Rajashthan, India
References provided upon Request
Business Plan Page 60