Essentials of a 5 Year
Business Plan (Industry Sector)
by Ulrich Seidl
Suggested Table of Content:
1. Business Scope
prepare one or two slides (drawing/Systemarchitecture) showing the current situation of Products & Systems,
from Field Devices, Automation Equipments in the next level, Supervisory Control e.g. SCADA HMI/DCS and MES and ERP at
the top level. Include also Networking, Project Management, System Services as well as System Sales.
Highlight your available portfolio in contrast to what it is needed in the targeted Industry.
Gaps of the portfolio shall be clearly visible
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7. Organization and Business Structure |
E.g. DCS, HMI, Instruments, Networking, System Integration, |
8. Channel Structure |
Service etc. | 9. Sales & Marketing Organization Structure |
2. The Market
In the first slide the total World Market of Process Control shall be presented. Highlight the size of Market
in your Country/Region. Be specific of the presented Market if it is purely Products or Products plus Engineering Services. In a
second slide the World Market by Industry shall be presented i.e. Oil & Gas, Refining, Chemical.... The third slide
shows the market by Industry in your Country/Region. In a further slide be specific at what level your Products and Services
meet the the requirements of the market and at what level you are able to address the market leading to an revenue opportunity.
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Size & growth | 10. Service Structure |
Global vs. Target-Market | |
Target Market by Industry Segment | 11. Financials |
Market Characteristic & Driving Force | Headcount |
General | Key Business Data |
by Industries | Key Assumptions |
Success Factors - Benchmark | |
3. Own position |
12. Strategic Program |
Sales and installed Base by Industry | |
Cost Position | 13. Next Steps |
Product Comparison | |
Products/Solutions roadmap | 14. Appendix |
Product Comparison | |
Business Scope (required vs. available) | |
4. Sales Channel |
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5. Competition |
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by Industry Sector | |
by Business Scope | |
6. Business Goals, Strategy and Plans |
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What Business Scope? | |
What target Industry? | |
What Sales Channels? |
Note that suggested table is purely for guidance only and should not be copied, adapted or referenced in any way. Essentials of a 5 Year Business Plan
Business Entry and Project Development at large Key Accounts
Successful selling of Products, Systems, Solutions and Services in the Process Industry
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