The Strategic Planning Service for full Research, Analysis & Advice to raise venture capital & debt finance with help in management audit & financial projections

Latest Update On My Writings


I have just completed the Chapter on Contract Law.  This is an important chapter because I found that this was a problematic subject for the majority of my previous clients who, it turned out, experienced contract failure issues arising from, mainly, a disagreement regarding the interpretation of various terms within their contracts.  This seemed to arise because many had simply purchased a standard form of Terms and Conditions from their solicitors and as a result, often had little true understanding of the meanings of many of the clauses.  I anticipated, therefore, that my writings on this subject would encompass the fundamental elements of mercantile law to enable those who purchase the ECourse to ensure that their contract negotiations thereafter, would be technically sound in all of the fundamental elements and also to encourage their future relationships with their legal advisors to become enhanced to improve overall, their knowledge in this vital part of their executive management.


I had previously envisaged that the chapter, therefore, would run to around 5,000 words, and in respect of the fundamental elements, this has turned out to be quite accurate. However, there have been some very significant developments in four distinct areas relating to International Contracts, namely:  Choice of Language; Applicable Legal Jurisdiction of the Contract; Arbitration Terms; and Prorogation of Jurisdiction.  Each of these have been written under specific sub-headings to enable a clearer understanding, but it should be noted that quite a significant amount of definitive case law now exists which includes a number of key decisions made by the US Supreme Court and the European Court of Justice (ECJ) and that most of the changes now providing the methodology to be followed have arisen from the ECJ and are having a distinct impact on US and EU Contracts.


As a result, therefore, a further 5,000 words have had to be added to this particular chapter and these include the case references to permit the reader to review the guidance offered by the respective judgements.  As well as these references, I also comment upon one specific judgement made by the Supreme Court of Switzerland to the extent that I view their guidance as being less than adequate and, therefore, within my text, for those who may find themselves affected by the terms of that particular judgement, I have added additional guidance to, at the very least, allow them to perform their contracting procedure more in line with what may be termed, "Best Commercial Practice".

The BDBD
(Short Title)
Business Planning Course
For Raising
Institutional Venture Capital
And / Or Placing Your Enterprise
On The Pathway To Success

Course Contents

Section 1 –                                                                    
Introduction and Title Explanation
The Five-Fold Purpose Of This Course
Why This Course Is For You
How To Use This Course
The Use Of Obiter
Testimonials

Section 2 –
Setting The Scene
The Quest Begins

Section 3 –
Different Forms Of Capital
Transition Problems
A Simple Financial Perspective
The Availability Of Funding

Section 4 -                                                                    
A Pathway To Success
Influencing Success
The Other Services Generally Available

Section 5 –
Balanced Team
Track Record
Leadership
Life-Style Versus Entrepreneurial Style
Ambition
Technology

 Section 6 –
The Proposition – High Tech Versus Low Tech
The Proposition – New Start Versus Established
Patents And Intellectual Property
Positioning Chart
The Periods Within The Investment Cycle

 Section 7 –
The Quantum – The Core of this Course
The BDBD Business Plan – Structure And Process

 Section 8 –
The Management Audit Process
Annual Updates And Revisions To Management Audit
External Professional Executive Assistance
Pervasive Disciplines
Marketing
Design

Section 8 – Continued                                                  
Production And Operations Management
Accounting
Law and Contract
The Internet
Policies, Objectives, Strategies And Tactics
Decision Making

Section 9 –
Corporate Structure, Professional Advisors, Stock Exchanges,  and International Expansion
Stakeholders

Section 10 –
Financial Structure
Financial Modelling
Financial Reporting for Internal Management
Accounting Systems and Techniques

Section 11 –
Seeking the Right Institutional Venture Capital Fund
The Business Planning Programme
Advice for Post Venture Capital and  Mature Enterprises
Now – Let’s Get Started

 Section 12-
Suggested Book Titles for Your Reference List
Presenting The BDBD Business Planning Service
Summing Up

Appendices –
      A           Our Standard Business Planning Programme
      B           Our Standard Business Planning Gantt Chart
      C           Our Standard Management Audit Programme
      D           Our Standard Management Audit Gantt Chart
      E           Our Standard Management Audit Questionnaires
      F           Sample Introduction Page for Business Plan
      G          Sample Proposal Page for Business Plan
      H          Sample Accounting Chart of Accounts
       I           Sample Management Accounting Report Formats
      J           Questionnaire to Send to Prospective Institutional Investors
      K           Information about CIM - The Chartered Institute Of Marketing
      L           Information about CIMA - The Chartered Institute of Management Accountants
      M          Information about AICPA - The American Institute of Certified Public Accountants
      Y           DET Profile
      Z           Copies of Certificates

      Finally there will be a    Detailed Course Index



To compliment this ECourse, I shall also be publishing a comprehensive Time and Activity Management Control System which I have named the "Cog Plan - Activity Control System" and for which I have already purchased the domain names I will use to promote it when I am satisfied it is digitally complete. This system runs to nearly 100 detailed forms which also includes diary pages and a full sets of Annual Planners and Diary Portfolios for every possible year based upon the day of the week that each year starts, and whether it is a Leap Year or not.  I developed this over the years to assist me in controlling various Client projects simultaneously including detailed time records with Job and Task descriptions included as a part of a full Project Management approach to my Client operations.  It is in PDF format and may be printed out in either A4 or A5 print size, and I have now completed the process of entering PDF fields using Adobe Acrobat to permit the various forms to be utilised in a digital manner.  This has proved to be much easier than I originally anticipated since I have been able to make use of the "snap" function within Windows Ten and it is possible to have multiple pages open simultaneously for ease of Project and Activity control.  Of course, the earlier versions of Windows, back to XP, can also function in a split screen mode and you can operate with multiple pages opened simultaneously, however, with a wide screen monitor and using Windows Ten, which, I believe, is becoming the base-level industry standard, it is easier to facilitate such multi-cross-page operations.


This whole Time and Activity Management Control system is intended to function at any level for the user, from merely keeping tabs on a diary or "to-do-list", right up to specific project and individual activity control management giving the ability to drill down to a "programmable unit" (PU) of time management consistent with the time-charging function of professionals such as lawyers whereby a "PU" of six minutes (one tenth of an hour) requires to be recorded against Client Records for fee-charging purposes.  I own all of the copyright to this method, having developed it for my own professional purposes to ensure that all of my Clients' needs were consistently under review, control and being progressed in full accordance with my contractual and professional responsibilities and liabilities under previously agreed programmed client targets.


The above noted COG Forms are distributed between 9 Directory Sets.
These are as follows:
PDF COG D1 - Accounting Forms
PDF COG D2 - Activity Control Forms
PDF COG D3 - Annual Planners & Diary
PDF COG D4 - Daily Programmes
PDF COG D5 - General Purpose Stationery
PDF COG D6 - Indices & Systems & Routines
PDF COG D7 - Procedure Worksheets
PDF COG D8 - Programme Control Forms
PDF COG D9 - Timetables


Please also note that with regard to the various accounting forms, whilst using the Adobe Acrobat Reader to complete the forms digitally, each form has been programmed to total all numerical columns, such as monetary values, plus, where necessary, you can insert VAT rates to calculate automatically, the Gross, Net and VAT Values per data line and with all Totals provided automatically after each individual data entry.  Similarly, the Mileage form will calculate the net mileage per trip if the starting and ending mileages are inserted


For an update on my progress on this particular system plus to see a full list of all Forms contained within the above directories, please see the page regarding Alerts and New Topics.

There, you will also learn about the additional security provisions which exist with this system and your ability to choose to encrypt any or all of the Forms I have designed to support your own in-house security provisions.

Planned Contents List for New E-Course