Thursday, February 12, 2009

Business Plan

Write a Business Plan

Writing The Plan

What goes in a business plan? The body can be divided into four distinct sections: 1) Description of the business 2) Marketing 3) Finances 4) Management Agenda should include an executive summary, supporting documents, and financial projections. Although there is no single formula for developing a business plan, some elements are common to all business plans. They are summarized in the following outline: Elements of a Business Plan

1. Cover sheet 2. Statement of purpose 3. Table of contents

I. The Business A. Description of business B. Marketing C. Competition D. Operating procedures E. Personnel F. Business insurance

II. Financial Data A. Loan applications B. Capital equipment and supply list C. Balance sheet D. Breakeven analysis E. Pro-forma income projections (profit & loss statements) F. Three-year summary G. Detail by month, first year H. Detail by quarters, second and third years I. Assumptions upon which projections were based J. Pro-forma cash flow

III. Supporting Documents A. Tax returns of principals for last three years Personal financial statement (all banks have these forms) B. For franchised businesses, a copy of franchise contract and all supporting documents provided by the franchisor C. Copy of proposed lease or purchase agreement for building space D. Copy of licenses and other legal documents E. Copy of resumes of all principals F. Copies of letters of intent from suppliers, etc.

Sample Plans

One of the best ways to learn about writing a business plan is to study the plans of established businesses in your industry. Review examples of real business plans.

Wednesday, February 11, 2009

Chef’s Pantry Catering to enter into a lease for the Summit Restaurant.

Summit-Lease

Tuesday, February 10, 2009

5:53 PM

IX. NEW BUSINESS

1. Request by Chef's Pantry Catering to enter into a lease for the Summit Restaurant.

Mr. Steinman: indicated that Association has spent many years on trying to find a solution to the opening of the Summit Restaurant. Mr. Lenny Templeman, of Chef's Pantry Catering, approached me recently about the possibility of opening the Summit Restaurant. I have been to several events catered by Lenny and his wife, Donna, and recently they served approximately 150 dinners for the Security Patrol banquet that occurred in September. They did a great job. Mr. Templeman would like to get his base of catering into the Summit Restaurant. He's in a couple of locations now. In exchange for having his business there, he would like to serve reasonably priced lunches and dinners Monday-Thursdays. He would then like to have the facility for Friday, Saturday and Sundays for catering which he will promote very heavily since he would have a location. He will also consider doing special events when there is a program in the Starbright theater. The snack bar will remain functional seven (7) days a week for the golfers. We are looking at a different proposal here since he wants to be open for general business four (4) days a week. I would like the Board to discuss this today and determine if this is a proposal we should pursue.

Ms. LeVasseur: remarked that she has enjoyed Chef's Pantry Catering too. Would Chef's Pantry Catering be the only caterer allowed to use the Summit room Friday-Sunday?

A. Mr. Steinman replied "yes, that's correct". We have a list of four (4) caterers in the community. Those

other three (3) would still exist but they would only use Desert Vista and Mountain Shadows facilities.

Mrs. Cullen: asked if there was an issue regarding a liquor license.

A. Mr. Steinman replied that Chef's Pantry wants the right to serve liquor and he would have to acquire a liquor license of his own. That procedure is through the City and takes awhile as we've learned. At this time when they (all caterers) serve liquor at an event, it is Sun City's license that is used.

Mr. Lenny Templeman – stated that when they do catering events, they currently use Joe Kelly's liquor

license to complete all their liquor services. However, they will acquire their own liquor license for that location if they lease the Summit.

Mr. Robey: mentioned that you would be able to open up anytime and still use Joe Kelly's liquor services. Or would you want to wait until you have the liquor license and then open up?

A. Mr. Templeman answered "we would do whatever is necessary to make sure the facility is up and running and supplying the community."

Mr. Steinman: commented that you could open the restaurant and not have liquor Monday-Thursday. But the catering events would still use Joe Kelly's liquor services.

Mr. Lenny Templeman – indicated that there are still some scenarios to discuss. Sun City probably wouldn't want to give up their liquor license. There maybe some contingent fees that we could work out.

Mr. Baer: stated that it looks like we would need a lease with Chef's Pantry. Is Mr. Winkel going to handle the details of the lease and then have it brought back to the Board?

A. Mr. Steinman replied that he believes there should be a small committee formed including residents, and negotiate the terms and present it to the Board at a later date. We currently have an 80 page lease to start from and that took months to complete.

Mr. Caroccia: noted that the lease Mr. Steinman was speaking about was regarding the Vista Grille. I think a new lease would be appropriate and less complicated than what we had the last time. Your (Mr. Templeman's) food at the Security Patrol banquet was excellent. If I wanted to rent the Summit on the weekend in order to have a family reunion, then would I have to use Chef's Pantry Catering? If that is the case, then you have a monopoly on the prices you charge for the service. How are we going to be able to control the issue?

A. Mr. Templeman responded that he maintains his menus to be very affordable with a full range of prices for different set-ups from budget catering to high-end catering. We are not out to overcharge. We're here to supply the community and make a living. Our service and pricing have proved that over the past five (5) years. Additionally, the residents/others still have the opportunity to use other Sun City facilities with the other caterers.

Mr. Steinman: added that the market will also control the situation. He won't have any business if he

overcharges.

Mr. Baer: asked if we can expect a motion from Mr. Steinman at the December meeting to form an Ad Hoc

Committee?

A. Mr. Steinman replied "yes, I believe that's the way to do it". I would like to have a Board member volunteer to become involved with this project because my 'plate' is really full at this time.

Mr. Robey: remarked that he would like everyone to know that Lenny's last name is "Templeman" not

"Templeton". Mr. Templeman has written that "Sun City Summerlin residents will have a high quality,

affordable dining experience in their backyards. Chef's Pantry will promote and market the Summit Restaurant to ensure high occupancy on a consistent basis; therefore, increasing room revenue for Sun City Summerlin.

Chef's Pantry will allow Sun City Summerlin to do any credit check and background check as necessary." applaud you.

Mr. Caroccia: stated that he would like to be on the committee.

Ms. LeVasseur: commented that she would also like to be on the committee.

Mr. Steinman: noted that Mr. Caroccia and Ms. LeVasseur should find other people in the community to assist them with this project.

--

Sunday, February 1, 2009

RE: VOTE FOR CHANGE & FORWARD TO YOUR SUN CITY FRIENDS & NEIGHBORS


Stan;
I understand that you and your clan are very comfortable with the Status Quo situation here in Sun City; however burying your head in the sand does not remove the problems that your ways of the past have produced. By the way who made you the spokesman for our Sun City Community?

I am well aware you resist Change; that's why your statement "But is the wholesale change you appear to be promoting, as if everything here was in chaos, is nuts and disruptive"  explains your inability to comprehend our governing documents. My wholesale changes you are resting are a Business Plan, Common Sense governance, Communication/Transparency, "The Good Life" lifestyle.

Stan, now who is NUTS & DISRUPTIVE? Keep on talking,

Dwain Kramzar
702.838.5049


     -----Original Message-----
    From:   sbj4 [mailto:sbj4@cox.net]
    Sent:   Saturday, January 31, 2009 8:55 AM
    To:     'Dwain Kramzar'
    Cc:     'Sheila McCanna'; Stan Bjonerud
    Subject:        RE: VOTE FOR CHANGE & FORWARD TO YOUR SUN CITY FRIENDS & NEIGHBORS

    Dwain:

      ·       The Committees or the Board are resident groups who review issues, proposals or whatever and recommend by their vote of what direction to follow. The actual running or execution is by our Executive Director.

      ·       They have done a admirable job over the years and along with a great and stable Staff have given us a well managed community. Can changes be made, of course, as improvements are always available to any operation. But is the wholesale change you appear to be promoting, as if everything here was is chaos, is nuts and disruptive.

      ·       A “rock thrower” is one or several who chronically complain and attack other residents, and in several past cases - employees, yet contribute nothing positive to the leadership of the community. One of you main supporters posts his personal criticism of our community to the outside Press and other HOA’s. Surely you can’t agree with this action? What say you on this?

      ·       I credit, compliment and thank Robey, Gelbman and you for stepping forward as I do with all of the other candidates. I don’t agree with you, but you want to help the community and that is needed.

      ·       What rock have I thrown other than to recommend my views on  who the best candidates running for the board may be?

      ·       You don’t have a track record here, that I know of, as you have not participated with any Committee or Community Organization. Yes, you claim you wanted to join a Committee but were not accepted. Maybe you should have tried to join a different Committee or even Charities or the Residents Forum. Do you know that we have to beg residents to join in administrating these groups as no one will step forward? The Directors of the Residents Forum are on their third year as no one volunteers. I have participated on several Committees, started the first chat line, managed the startup of the SCSCAI Website, started the IT Committee along with being President of a Club several times. I regularly go to Board meeting where I have never seen you until the last meeting. What have you done for the community to be so proud of to state you track record is so good?

      ·       The Residents Forum and the Directors of the Residents Forum were fair, unbiased to all candidates and recommend no candidate.

      ·       If you call telling the folks that you have had no experience in our community leadership or a lack of knowledge on issues, example the tree issue where you fumbled all over the place on the Meet the Candidates, “defaming” – so be it.

      ·       Calling the sending an email message and posting a Newsletter to some residents who a group (the Concerned Residents) support and don’t recommend is “blatant electioneering” is beyond belief. What country have you been living in?

      ·       I have a right to express my views just as you do.

    As I stated – get involved – join a committee, etc. and get known to the residents before you run for the board.

    Stan


    _____________________________________________
    From: Dwain Kramzar [mailto:dKramzar@embarqmail.com]
    Sent: Friday, January 30, 2009 10:29 PM
    To: 'sbj4'
    Cc: 'Sheila McCanna'; Sun City Summerlin-Blog; SC-SCOOP@yahoogroups.com
    Subject: RE: VOTE FOR CHANGE & FORWARD TO YOUR SUN CITY FRIENDS & NEIGHBORS


    Stan/Shelia;
    It is apparent that you don't agree there is a need for CHANGE; then you must agree with my STATUS-QUO points; (Sun City Summerlin-BLOG) . It is also apparent your group strongly believe in running our Sun City by committee; the problem with your position is that day to day operations should be run under Professional Management with oversight of the Board of Directors. As far as my views being distorted by rock throwers, Stan, you and your small group is the only rock throwers I know. Stan, I would like to compare your track record with mine; anytime anyplace.

     As a Candidate I attended all three “Meet the Candidates” meetings hosted by The Resident Form and Concerned Residents led by Bjonerud/McCanna/Beers/Conrath. They required information for our opening three minute statements as follow, in other words they wanted us to play by their rules.

    The Agenda & Instructions I received from Sheila McCanna stated;
    "The candidates will have been asked, and will be asked again, to answer the following questions in their 3-minute opening statements".

              o Do you regularly go to Board and/or Committee meetings?
              o Have you attended an annual Budget Preparation meeting?
              o Have you served on any of our Committees and for how long?
              o If elected what Committee would you want to Chair? Why?
              o What are the most serious issues to resolve in Sun City and how can you contribute to their solution

    Here is the problem: You and your group used your position as officers of “Meet the Candidates” meetings not only to recommend your choice of Candidates but also to defame two of the Candidates me being one, using their two News Letters and Chat Lines; this is a blatant case of electioneering. (Sun City Summerlin-BLOG)


    There are too many interest protection the same old turf!

    Dwain Kramzar
    702.838.5049




       -----Original Message-----

    From:   sbj4 [mailto:sbj4@cox.net]
    Sent:   Friday, January 30, 2009 11:14 AM
    To:     'Dwain Kramzar'
    Cc:     Sheila McCanna
    Subject:        RE: VOTE FOR CHANGE & FORWARD TO YOUR SUN CITY FRIENDS & NEIGHBORS

      Dwain:  I don’t agree with many of your points, but the presentation was nicely prepared. If not elected, I sincerely hope you join a committee, any committee or the Residents Forum, so next time you run you will have this experience. This is the main point I have against your candidacy as you do not demonstrate a knowledge of the residents working for the community or the issues. Most of your views are distorted by listening to the few rock throwers.

      Incidentally, Sheila and I as Officers of the Resident Forum have conducted ourselves in the name of the Residents Forum independent of our personal political views. The RF held two Meet the Candidate events and I don’t think you can point to any transgression or unfairness. The same is true of the Concerned Residents event as you all had a chance to speak, mingle and talk to the attendees.


      What either of us do or who we support is our right as residents.

      Sheila – follow the BLOG Link.

      Stan Bjonerud

      _____________________________________________
      From: Dwain Kramzar [mailto:dKramzar@embarqmail.com]
      Sent: Friday, January 30, 2009 2:59 AM
      To: dKramzar@embarqmail.com
      Subject: VOTE FOR CHANGE & FORWARD TO YOUR SUN CITY FRIENDS & NEIGHBORS


Sun City Summerlin-BLOG