1. Executive Summary ( 4 to 6 bullet points that summarize the content of the report);
  2. Objective ( desired outcome);
  3. Focus on use of the $2M investment; include R & D features and new Sales Offices.
  4. Report has a “Sales Orientation”;
  5. Lessons learned from Q’s 3 & 4 – market knowledge acquired and strategic insight developed;
  6. Appropriate use of PowerPoint “NOTES”;
  7. Financial analysis and projections for Q’s 5-8;
  8. Suggest the specific financial benefits of R & D features or Sales Office acquisitions;
  9. A strong closing statement.
    Please note that the above is only a checklist not a template!
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