Company: _____________________________________ Judge No: ________________
I. Written Business Plan (40%)
Please evaluate the written business plan on the following aspects:
(Using this rating system: 1 = very poor, 2 = poor, 3 = fair, 4 = adequate, 5 = good, 6 = very good, 7 = excellent)
1. Executive Summary (5%)
(Clear, exciting and effective as a stand-alone
overview of the plan)
1 2 3 4 5 6 7
Comments/Questions ______________________________________________________
____________________________________________________________________________
2. Company Overview (5%)
(Business purpose, history, genesis of concept,
current status, overall strategy and objectives) 1 2 3 4 5 6 7
Comments/Questions ______________________________________________________
____________________________________________________________________________
3. Products or Services (10%)
(Description, features and benefits, pricing, current
stage of development, proprietary position) 1 2 3 4 5 6 7
Comments/Questions ______________________________________________________
____________________________________________________________________________
4. Market and Marketing Strategy (10%)
(Description of market, competitive analysis, needs
identification, market acceptance, unique
capabilities, sales/promotion) 1 2 3 4 5 6 7
Comments/Questions ______________________________________________________
____________________________________________________________________________
5. Operations (15%)
(Plan for production / delivery of product or
services, product cost, margins, operating
complexity, resources required) 1 2 3 4 5 6 7
Comments/Questions ______________________________________________________
____________________________________________________________________________
6. Management (10%)
(Backgrounds of key individuals, ability to execute
strategy, personnel needs, organizational structure,
role of any non-student executive, which students
will execute plan) 1 2 3 4 5 6 7
Comments/Questions ______________________________________________________
____________________________________________________________________________
In rating each of the above, please consider the following questions:
• Is this area covered in adequate detail?
• Does the plan show a clear understanding of the elements that should be addressed?
• Are the assumptions realistic and reasonable?
• Are the risks identified and the ability to manage those risks conveyed?
7. Summary Financials (10%)
Presented in summary form and are easy to read and understand.
Consistent with plan and effective in capturing financial performance; Monthly for year 1, Quarterly for years 2-3, annually for years 4-5.
a. Cash Flow Statement 1 2 3 4 5 6 7
b. Income Statement 1 2 3 4 5 6 7
c. Balance Sheet 1 2 3 4 5 6 7
d. Funds Required/Uses 1 2 3 4 5 6 7
e. Assumptions/Trends/Comparatives 1 2 3 4 5 6 7
Comments/Questions ______________________________________________________
____________________________________________________________________________
____________________________________________________________________________
8. Offering (10%)
(Proposal/terms to investors--indicates how
much needed, the ROI, the structure
of the deal, and possible exit strategies) 1 2 3 4 5 6 7
Comments/Questions ______________________________________________________
____________________________________________________________________________
____________________________________________________________________________
9. Viability (20%)
(Market opportunity, distinctive competence,
management understanding, investment
potential) 1 2 3 4 5 6 7
Comments/Questions ______________________________________________________
____________________________________________________________________________
____________________________________________________________________________
10. Brevity and Clarity (5%)
(Is the plan approximately 25 pages with
minimal redundancy) 1 2 3 4 5 6 7
Comments/Questions ______________________________________________________
____________________________________________________________________________
____________________________________________________________________________
Additional Comments
II. Presentation (20%)
(Using this rating system: 1 = very poor, 2 = poor, 3 = fair, 4 = adequate, 5 = good, 6 = very good, 7 = excellent)
1. Formal Presentation (50%)
a. Materials presented in clear, logical and/or
sequential form. 1 2 3 4 5 6 7
b. Ability to relate need for the company with
meaningful examples, and practical applications. 1 2 3 4 5 6 7
c. Ability to maintain judges’ interest. 1 2 3 4 5 6 7
d. Quality of Visual Aids. 1 2 3 4 5 6 7
2. Questions and Answers (50%)
a. Ability to understand judges’ inquiries. 1 2 3 4 5 6 7
b. Appropriately respond to judges’ inquiries
with substantive answers. 1 2 3 4 5 6 7
c. Use of time allocated (minimal redundancy). 1 2 3 4 5 6 7
d. Poise and confidence (think effectively on their
feet). 1 2 3 4 5 6 7
Strengths of Presentation
Weaknesses of Presentation
III. Viability of Company (40%)
Definitely No Definiely Yes
1. Market Opportunity (20%)
(There is a clear market need presented as well as
a way to take advantage of that need.) 1 2 3 4 5 6 7
2. Distinctive Competence (20%)
(The company provides something novel/unique/
special that gives it a competitive advantage in its
market.) 1 2 3 4 5 6 7
3. Management Capability (20%)
(This team can effectively develop this company
and handle the risks associated with the venture.) 1 2 3 4 5 6 7
4. Financial Understanding (20%)
(This team has a solid understanding of the financial
requirements of the business.) 1 2 3 4 5 6 7
5. Investment Potential (20%)
(The business represents a real investment
opportunity in which you would consider investing.) 1 2 3 4 5 6 7
Company Strengths
Company Weaknesses
Additional Comments
