BMIT Capstone Course Business Plan Rubric. Name of Social Enterprise: Type of Business: Owners Name: Evaluator(s):

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1 BMIT Capstone Course Business Plan Rubric Name of Social Enterprise: Type of Business: Owners Name: Evaluator(s): Business Plan Rubric 0 = no evidence 1 = little evidence or major flaws 2 = adequate minimum standards 3 = Research well done, few minor omissions, met standards 4 = Research well done, exceeded minimum standards Cover Page All information present, including: Name of the Business Company logo Names of the owners (the group members) Date Table Of Contents Includes each major section. Includes page numbers. Organized and neat. Executive Summary Each key section briefly summarized. Specifically answers: What business are you in, what are your motivations? Where will you locate and why? What is your product/service? How much capital will be needed? Why should someone invest in your company? Explain Products/Services why are they unique? Length two three paragraphs. Business Description Name of person who is the point of contact Basic information (mailing address, phone number, website, , etc.) Legal form (partnership, corporation, etc.) be specific Mission statement Major Goals & objectives Overview of operating history or how the venture was conceived Tag Line 1

2 Product or Service Description Products and/or services Characteristics of products or services How will it be manufactured? Unique Selling Points Features, Benefits and Unique Selling Proposition Competitive Products or Services Unique selling features of your competitors How will your product or service be unique and positioned in the market? Product Development Milestones Steps to conceive, design, test and evaluate your product or service Competitive Analysis Value of your product or service to customers Strengths and weaknesses of competitors what threats do these have to your business? Sustainable Advantage Industry Overview Competitive Set Direct and Indirect Competitors External Environment Factors that will impact your business Product Life Cycle all stages Barriers to Entry - Do you need permits, patents, insurance or other paperwork, are you going to have a problem getting start up funds? Management Team Key Executives and Personnel (CEO, Managers and other Staff) Key Advisors (People that will give you advice and direction) Service Providers (Other companies that you will hire to assist you) Marketing Plan/Market Analysis Demographic Profile (Target Market) Customer Behaviors Target Market Opportunity Total Product Experience Place Strategy Promotion Strategy Promotional Plan Price Plan Financial Plan - Accurate, correct format, consistent, realistic Should be conservative but achievable; reasonable yet compelling Start up Summary 2 Paragraphs Cash Flow Projection 3 mths (Excel) Break-even analysis description with chart Sources/Bibliography Site any sources used to create your plan including online resources, interviews, etc. MLA Style used, Minimum of 5 sources Format Font size 12, Times New Roman. Double spaced 1" margins. Bold and Underline the heading for each section 2

3 No typographical errors Minimum of pages Internet Usage Successfully uses suggested internet links to find information and navigates within these sites easily without assistance. Organization Information is very organized with well-constructed paragraphs and subheadings. Quality of Information Information clearly relates to the main topic. It includes several supporting details and/or examples. Paragraphs All paragraphs include introductory sentence, explanations or details, and concluding sentence. Product Idea Idea is realistic, original, well planned, and each part of the business plan fully developed. Supplemental/Attachments Charts, forms, pictures, industry trade magazine articles, literature, etc. that supports key elements of your plan. Style The style of the proposal is appropriate with the choice, use, and arrangement of words enhancing its tone and voice. The writer does not use jargon that confuses and uses vocabulary appropriate for the audience. Words are specific and accurate; it is easy to understand what the writer means. Sentences are well constructed, vary in length, and have varied sentence beginnings. There are no sentence fragments. Creative and appropriate transitions between sentences and thoughts show how each relates to and builds upon the one before it. Research/Original Work Student has taken their time and did research which shows in their writings. Students have research to back up their plan. Conventions The proposal is free from spelling errors. 5 = 1 or less misspelled words 4 = 2-3 misspelled words 3 = 4-5 misspelled words 2 = 6-7 misspelled words 1 = 8 misspelled words 0 = more than 8 misspelled words The author used correct capitalization. 3

4 5 = 1 or less capitalization errors 4 = 2-3 capitalization errors 3 = 4-5 capitalization errors 2 = 6-7 capitalization errors 1 = 8 capitalization errors 0 = more than 8 capitalization errors The author used correct grammar usage. 5 = 1 or less grammatical errors 4 = 2-3 grammatical errors 3 = 4-5 grammatical errors 2 = 6-7 grammatical errors 1 = 8 grammatical errors 0 = more than 8 grammatical errors The author used correct punctuation. 5 = 5 or less punctuation errors 4 = 6-9 punctuation errors 3 = punctuation errors 2 = punctuation errors 1 = 16 punctuation errors 0 = more than 16 punctuation errors Voice The tone of the writing adds interest to the message and is appropriate for the purpose and the audience. Expository or persuasive writing reflects a strong commitment to the topic by showing why the reader needs to know this and why he/she should care. Personal Introduction (About the Author) The proposal contains a personal introduction of the student/author that documents the process in which the student has engaged during this endeavor. This page has a title, is written in the first person, is double-spaced, and is page one of the proposal. The information in this section provides the reader with a clear understanding as to how and why this topic was selected. This section is a minimum of one full page in length and is written in a formal tone. This page is free from spelling and conventional (grammar usage, punctuation, and capitalization) errors. Personal Summary At the end, it includes a personal summary that explains what the author has learned as a result of the process and the research. This page has a title, is written in the first person, is double-spaced, and is the last page of the proposal. This section is a minimum of one full page in length and is written in a formal tone. This page is free from spelling and conventional (grammar usage, punctuation, and capitalization) errors. Review of the Literature The proposal contains a review of the sources of information that have been used for this proposal. The section has a title, may be written in the first person, and is double-spaced. The student discusses the viewpoints that were expressed in the various sources and how they shaped the ideas for the final product. This section 4

5 is a minimum of one full page in length and free from spelling and conventional (grammar usage, punctuation, and capitalization) errors. Total = 132 Points (33 sections) 5