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Strategic Plan

Gordon Whitehead
Agenda
 Background  Long term objectives
 Business need
 Practices
 Strategic analysis &
 Vision choice
 Mission  Financial
 Values  Critical success factors
 Environmental analysis
 Controls
Background
 Captus 5
 Captus: Taking in power and comprehension
 Leadership training company focused on 5 core
principles
 Commitment
 Mental & physical fitness
 Teamwork & leadership
 Innovation
 Integrity
Business Need
 Companies promote from within
 Elements of successful leadership are
common
 Managerial processes may vary
 Strong need for capability to rapidly
bring new managers into high level of
effectiveness
Practices
 Coaching  Seminars
 Mentoring  Rising to the top
 Team development  Self-healing organizations
 Personal development  Overextended anxiety
 HRP  Management Consulting
 Organizational modeling  Appreciative inquiry
 HRP process  Environmental scanning
 Leadership development  Facilitation
 Courses  Technology Management
 Basic leadership & people
management
 Roadmaps & strategies
 Coaching  Vendor negotiations
 Leadership academy  Software selection
Vision
Teach young leaders and managers how
to access inspiration, foster innovation,
leverage tradition and culture, develop
managerial respect while developing
relationships and solving company
problems.
Mission
Captus 5 is a leadership training company
committed to developing managerial and
leadership talent.

Customers are businesses that need to grow the


next generation of leadership from within, and
use team oriented organizational models.

LLC that provides management and leadership


consulting while giving back to community.
6 Key Values
 Leadership
 People first
 Teamwork
 Innovation
 Poise
 Diving catch
Environmental Analysis
Internal Strengths External Opportunities
• Growing population of inexperience
• Develop leaders • Remote communications and
• Training programs virtualization
• Outsourcing requires leadership
• Trade imbalance and exchange rates favor
US labor
• Low barrier to entry
Internal Weaknesses External Threats
• Brand recognition • Political instability
• Customer base • Rising interest and inflation
• Market presence • Increased regulatory compliance
• Cash • Terrorist impact on companies
• Low barrier to entry
Long Term Objectives
Long Term Objectives
Corporate Strategy
Leadership company – 25% growth Build brand recognition
Business Strategy Trademark/copyright material
Differentiation

Grand Strategy Publish


Concentrated Growth / Vertical Integration
Symbiotic channel partners
Internally fund growth
Strategic Analysis & Choice
 S-O  W-T
 Customized program to  Lack of market and base
meet baby boom vacuum combined with growing
 Programs that reflect number of market
client culture entrants (Universities,
(customization) channels).
 S-T  O-T
 Customized programs  Vacuum of management
that compete against new experience caused by
market entrants. baby boomer retirement.
 W-O  S-W
 Lack of presence and  Lack of market being
customer base combined served – customized
with growing need for leadership development
experienced leaders. opportunity
Financial Projections / Analysis
 Positive cash flow
 NPV = $500k +
 IRR 89%
 Payback less than 2 years
 5 Year point revenues $1.5m
 5 Year point pretax earnings $450k
 Supportable revenue mix
Proforma Income Statement

Proforma Income Statement, Yr 1 - Yr 5

(figures in US dollars) Yr 1 Yr 2 Yr 3 Yr 4 Yr 5
Revenue $ 597,430 $ 746,788 $ 933,484 $1,166,855 $ 1,458,569
Variable Expenses 238,972 298,715 373,394 466,742 583,428

Gross Profit 358,458 448,073 560,091 700,113 875,142

Fixed Expenses (not including Depreciation) 242,015 242,015 242,015 242,015 242,015

Depreciation Expense 5,000 5,000 5,000 5,000 5,000

Earnings before Taxes and Interest 111,444 201,058 313,076 453,099 628,127

Taxes 39,005 70,370 109,577 158,585 219,844

Net Income After Taxes $ 72,438 $ 130,688 $ 203,499 $ 294,514 $ 408,283


Target Revenue & Product Mix
Critical Success Factors
Environmental
Capital Structure
Industry
Foundation Customers
Strategy
Partnership Team
Temporal
Operating Base
Temporal
Training Facility
Controls
 Premise  Implementation
 Jr. Manager  Short-term objective
 Market chaos metrics
 Strategic Surveillance  Concurrent
 Market & industry  SOW
monitoring  Customer quality reviews
 WSJ and HBR  Service deliver
 Key conferences monitoring systems
 Alert
 Dow Jones Service
 Email alerts, CNN, and
WSJ
 Customer stock trade
variations
Contact
For additional information contact:

Gordon Whitehead
801.369.0107
Gordon.Whitehead@Captus5.com
Organization Chart
Executive Partner

Marketing Support
Practice Partner
& Services
Sales

Content Delivery

Administrative

Logistics
&
Fulfillment
Foundations of Experience