The One PageBusiness Plan Company

Licensing and Certification Program for Senior Consultants & Professional

Coaches

© 2005 The One Page Business Plan Company

CEOs and Business Owners want…

Alignment…Accountability…Results!

CEOs buy our products because…

Instantly understand power of One Page PlansWeb system intuitively solves many problems Implementation is easy & quick (less than 4 weeks)

Logical next step for mgt. evolution. Intuitive methodology is easy to learn. Our products improve processes critical for success. Introduced to One Page Plans by someone they know and trust. It’s sharing…not selling!

The One Page Business Plan Company is actively recruiting:

Senior business advisors, consultants and professional executive coaches with expertise in the areas of planning, performance management and leadership.

Our #1 Strategy…

Help consultants sell more of their consulting services!

How? We provide high value, innovative planning & performance management products that help CEOs grow and manage their companies which require the services of a senior consultant for peak implementation.

The Opportunity

Significant sales: $15,000 to $250,000 or moreAlso compelling offerings starting at $750Sell consulting time at $2,000 day or moreNatural add on product & consulting servicesEasy entrée to target clientsContinuing income streamUnique branded product

Why Market thru Sr. Consultants?

Sr. consultants are the trusted advisors to people in senior leadership positions in business, non-profits & government.Trusted advisors do not sell, they share.CEOs listen to their trusted advisors.Our products are highly demonstrable & compatible w/ most consultant’s planning, performance mgt. & leadership processes.Most CEOs see our products as a natural extension of their consultant’s processes.

Who are we?

15 year old California companyFocus is Planning & Performance Management.Core Product is Web-based Planning & Performance Management System300+ Installed SystemsPipeline of innovative add-on products Distribution: National Network of 300+ seasoned executives/consultantsPrivately held, profitable, debt-free

Partial List of Clients

America OnlineIKON Office SystemsOracleHerman MillerTillamook CheeseOregon Cherry GrowersNo. Cascade Nat’l BankRoto Rooter Fasttrack Litigation John Muir/Mt. Diablo Hospital System

City of OaklandChicago School District Mobile County School Distr.Old Republic Home Protection Inc.Litton Property Mgt. GroupHill Bros. ConstructionIllinois State Food Bank Head StartValley Presbyterian ChurchBig Brothers Big Sisters

The One Page Business Plan Products

Point, Click, Plan! CD (Interactive Executive Planning Tool Kit)

Web-based Planning & Performance Mgt System Best-Selling Book: The One Page Business Plan Entrepreneurs Tool Kit CD

Key to Success!Your Consulting Services

+Our Products

+Bundled Proposal

Make it easier for clients to say “YES”

(Better Engagement Structure, Less Scope Confusion, No Clock Mentality, Higher Profitability… Higher Close Rate)

Brand New Product: Point, Click, Plan!

Interactive Executive Planning Tool Kit

Break thru productFastest/Easiest way to write planCreate draft in 90 minutesLearn One Page Plan concepts in minutes not hoursSuccessfully used at AOL, Oracle, Kaiser Permanente + many moreUse 1:1 or in groupsList price $195.00Purchase @ 40% discount

Bundled Offerings: Your Services + Point, Click, Plan! CD (Assumes use of Point, Click, Plan! for each plan developed)

$3,000.00 $895.00 $750.00Comprehensive Plan Development with Business Owner

3 – 5 Private Sessions

Total of 5-10 Hrs Complete in 4 weeks Partnership $4,000+ Direct Reports $1 –

1,500 per Manager

One Day Planning Retreat

6 – 10 Attendees Interactive Workshop Attendees bring

laptops Leave w/plan drafted Offer 2 follow-up

sessions to fine tune plan – approx 1 hr each, suggested fee $500.00

QuickStart Program

Plan drafted using Point, Click, Plan by Business Owner

Plan emailed to Consultant

2 Private Review sessions, approx. 1 hour each

Point, Click, Plan!The starting point for all One Page Plans!

We observe most managers struggle needlessly and too long in the creation of their One Page Plans. Point, Click, Plan! helps executives and managers write solid drafts in 90 minutes.Plan on using Point, Click, Plan! with every client!

The One Page Planning & Performance Management System

Over 300 installed systems Usage in large & small organizations; also nonprofitsScorecards & Progress Reports directly linked to text-based plansColor coded statusHigh level of securityLearn features in 30 minutes No IT support req’d

Web Planning System Advantages

System is accessible anywhere in the worldAll business plans are in one location, same formatDirect linkage of performance tracking to goalsDirect linkage of progress reporting to key projectsStreamlines planning processReduces need for meetings, reports, travelFosters organizational learningClearly identifies excellent and poor performersProvides 360 degree accountabilityCan be implemented in less than 4 weeks

Easy to demo – Easy to sell

Complete sample company web-based demoProduct w/ 6+ year successful track recordImpressive, growing list of client companiesIntuitive, very easy to learnBundle w/ existing services or create newFlexible Offerings: 1/2 day to one yearProcess almost always identifies additional consulting offerings

What does a One Page Engagement Cost?Bundled pricing: Your Services + Our Products(Consultants are free to establish their own prices, these are suggested offerings)

It’s a range between $5 and $50,000. $5,000 buys a one-day planning retreat. $50,000 buys a one-year program for an executive team or work group with 8 – 12 managers. (includes Point, Click, Plan! + Web system + your fees)

Details of One-Year One Page Business Plan Engagement

Next four slides show details of the suggested One Year Program… valued at $50,000 for 8-12 managers.

Web System Pricing$600 per year per One Page PlanOne-time setup fee of $50 per One Page PlanMinimum System = 3 One Page Plans

First Year Investment for 10 User System:- 10 Users x $50month x 12 = $6,000- One time setup fee 500- Net Cost $6,500

Typical Consulting Fees for 10 User System:

Phase 1: 4 Week Plan Development & Alignment Process

CEO Plan Development 8 hours9 Managers @ 4 hours each 36

hoursKick Off Meeting 4 hoursAlignment Meetings 8 hoursProject Management 4 hours

TOTAL HOURS 60

@ $250 per hour = $15,000

Phase 2: Monthly Business Review

Facilitation 4 hoursPost Meeting Review 4 hours

TOTAL HOURS 8/month

@ $250/hour = $2,000 month

11 months= $22,000

One Year Program – Profitable Sale

- Plan Development/Alignment $15,000 - Monthly Bus. Reviews 22,000

- Point, Click, Plan! Software 1,950 - Web System 6,500Total Sale $45,450Cost of Software (Point, Click,Plan + Web System) (6,370)Net Revenue to Consultant $39,080• 20% commission paid on web system sales• 40% commission on Point, Click, Plan! software

What if client does not have $50,000 budget?

Ask them what funds they have available for this work?

Decrease cost by reducing deliverables by:1. Reduce monthly business reviews from 11 to

62. Reduce 1:1 mentoring sessions from 4 to 2

hrs/mgr.3. Start w/ fewer managers

For Very Small Businesses

Sell One Page Business Plan book Offer book + 1 hour at reduced fees Offer low cost workshops thru Chamber & other organizations Offer ½ day or full day workshops using web system

(Develop Scorecards using templates in Entrepreneurs

Tool Kit CD in lieu of web system.)

Best-Selling Business Plan Book

Endorsed by Tom Peters 9th Printing, over 38,000 sold Used in 30+ universities In use at big companies like Oracle & AOL & thousands of small companies and startupsRetail Price $34.95Purchase @ 40% discountIncludes Entrepreneur's Toolkit CD

Certification Programs

-Professional Program (for Sr. Consultants working w/ management teams)

-Small Business Program (for Consultants, Coaches & Advisors working w/ entrepreneurs, startups, small business owners,

business executives 1:1, non-profits)

Senior Consultant ProgramProgram Focus

- Learn One Page Methodology & Products- Management Team Implementation Process- Software: Web system & Point, Click, Plan!- Sales & Marketing

Program Details- Phase 1: 16 hour Methodology/Product training- Phase 2: 3 week JumpStart Support Program- Phase 3: One Year, weekly support program

Free Product: approx. $5,400Investment: $3,500

Small Business Advisor ProgramProgram Focus

- Learn One Page Methodology & Products- 1:1 & Small Business Implementation Process- Software: Point, Click, Plan!- Sales & Marketing

Program Details- Phase 1: 8 hour Methodology/Product training- Phase 2: 2 hour Sales & Marketing Training- Phase 3: One Year, weekly support program

Free Product: approx. $1,400Investment: $2,000

Training Size and Location

Class size: Training limited to 12 people for maximum benefit.Location: Your Office! No travel required! We use an e-learning and live, interactive teleclass format Advanced Practice Development: Powerful one year follow-up & support program is included to insure your success! Programs are weekly, special programs monthly!

Upcoming 2006 Training Programs

July 20, 21, 24 & 25Sept 14, 15, 18, 19Nov 9, 10, 13 &14

Classes are in two hour segments - 8am to 10 am - 11am to 1 pm (Pacific Time) - Homework is assigned after each session. - We encourage consultants to not book any appointments during these training days.

Next Steps…

Call or email intent to participate- Phone 510-705-8400- Fax 510-705-8403- email jhoran@onepagebusinessplan.com

Select training dateWe prepare & mail license agreementYou sign agreement & pay fee 10 days prior to training program.

"The One Page Planning System has been incredibly profitable to our firm, generating over $250,000 in revenues in the first year. Over 20 of our clients have engaged us to implement One Page Planning... They love the methodology!"

Dr. Terry van der Werffvan der Werff Global Ltd.Devon, PA

"The One Page Business Planning Certification Program exceeded my expectations. The most effective element of the program was the challenge to put into practice our new learning by creating One Page plans for ourselves and others. The Jump Start program which followed the basic training was fantastic. It offered great tactical support to putting the program into practice in my business!"

Marla RosnerCEO, Creative Influence Consulting

San Rafael, CA

Here’s what consultant’s are saying…