Business Planning Tools 

Each year we update our 120 plus page e-books on how to write a successful business plan. Given 2020, we rewrote it in February and in July, and now just again in February, 2021. This book is oriented to senior managers from the size of "advanced startups" to what we use as our own definition of "mid-market companies", which for us are businesses with revenue between $25m to $250m of revenue. 

The common denominators are:

  • a push to consistently strong, rapid and profitable growth
  • recognition that today's markets are rapidly changing 
  • speed 
  • an unrelenting drive to build the best teams everywhere in the company
  • a focus to providing customer value and trust above all else
  • a consistent culture that becomes religion within all employees 

John Stamatopoulos, Chief Commercial Officer & SVP Sales noted in 2021:  Thanks for sharing Jack, I believe I have been utilizing your sales and marketing materials/plans for almost >10 years. Thanks for the resource!


Writing the Winning Business Plan

This is our frequently edited, free 120 plus page ebook on what it takes to write a successful business plan.

Creating a Business Planning Process

This is an outline of what it takes to create a highly successful business planning process with details on offsite locations to ideas on facilitators, details on meeting management and a couple of Jack's favorite rules.  This is "a must listen" presentation gleaned from the experience of conducting hundreds and hundreds of successful meetings.

Just email jack@derbymanagement.com for his just completed 2021 "Delivering Winning Presentations".

Facilitating Strategy and Business Planning Offsites

This is an overview of how to facilitate strategy and business planning offsite meetings.

Making Great Presentations 

This is an overview of how to create a presentation that engages the audience and create impactful PowerPoint presentations.

Making The Best Early Stage Fundraising Presentations 
Created from 30 years of making and listening to thousands of presentations as an entrepreneur raising over $840m, as a venture capitalist and as a professor in entrepreneurship at Tufts and Director of the Tufts Entrepreneurship Center