He has been involved since 1986 with the private company originally formed as Random Excess, Inc., where his duties included managing the purchasing and sales department. From November 1984 to May 1986 he managed the sales department at Integrated Management Systems, Inc. From June 1983 to October 1984 he was a buyer for Adams County, Colorado, School District 50. Mr. Dokes attended Oklahoma State University in 1980 and 1981 and Trinidad State College in Trinidad, Colorado in 1981 and 1982. He did not receive a degree from either university. Mr. Dokes is employed by the Company on a full-time basis. Vice President Sally Seaugh Vice President of Marketing. Ms. Seaugh has been the Company’s Vice President of Marketing since November 1988. From September 1986 to October 1988 she was involved in business development and marketing for United Bank of Aurora (Colorado). From February 1980 to August 1986 she was self-employed as an independent oil and gas landman. Ms. Seaugh graduated from the University of Denver in 1974 with a bachelor’s degree in Education. She is employed by the Company on a full-time basis.
Responsibilities John Q. Doe, Chief Executive Officer - Responsible for entire operation. Oversees management function and all other executives. Salary - $60,000. Richard Roe, CPA, Chief Financial Officer - Responsible for financial operations, accounts payable, accounts receivable, interaction with auditors, investor relations. Salary - $40,000 Joe Dokes, Executive Vice President - Responsible primarily for sales and sales support. Salary - $35,000 Sally Seaugh Vice President of Marketing. Responsible for marketing, human resources and training. Salary - $30,000. Total Executive Compensation $165,000. [This Page is for an Organization Chart, if applicable.] [Company] History In [Month, Year] [I/we] formed a [Product/Service] company that manufactured start-of-the-art complex widgetry. This company was located in [City, State]. [I/we] formed this company as a [proprietorship, partnership, corporation]. Others involved in this business were: [names]. The main goal of this company was to [explain]. Financing was arranged through [home equity loans, savings, venture capital, friends and family, etc.] [Explain terms, rates and ability to repay.] This venture was very successful in generating and increasing sales, but was not effective in achieving profitability. The main reason for this was the amount of actual overhead experienced. This overhead was not initially anticipated by me at the beginning of that venture. Items including credit checking, warranty program management, extensive travel, maintaining warehouse stock and the management and expense of a national sales force were expenses not originally forecast or expected. With this level of overhead, it was mathematically impossible to achieve profitability. or: This venture was very successful in generating and increasing sales, as well as effective in achieving profitability. This was due to the following reasons: [Reason 1} [Reason 2] [Reason 3] OR: [My Company] was recently conceived and is still in the beginning stages. To this point the following has been accomplished: § A team consisting of [list names and primary responsibility. (i.e John Doe - Marketing) has been formed. § A prospective [customer/client] list has been drawn up. § Strategy meetings are being held every Monday, Wednesday and Friday evenings. § This business plan has been drawn up. [Now link the past to the future - why a former company will lead into this one or how your present company and history will lead into any future plans. A short paragraph should suffice.] We are now able to adequately address the markets we have targeted. We have adjusted our staff, redirected our advertising and sales force, and have added the products necessary to meet the needs and expectations of our customers. [Product/Service] Description [My Company] intends to offer [product/service]. This [product/service] offers our customers the best possible solution as it: <Product> § Offers the lowest price on the market § Is the most technically advanced § Offers more useful features § Saves them time and money § Offers our users better value per dollar spent § Provides an alternative way to achieve a similar task. <Service> § Provides a service which is not presently available in this area. § Is strengthened by a team with combined experience of XX years. § Saves them time and money § Provides an alternative, cost effective way for them to realize a similar goal. We have a [copyright, service mark, trademark] or [exclusive agency, marketing rights] for this [product/service]. This agency will last until XXX at which time it may be extended for XX years or terminated. This agency agreement is cancelable upon XX days written notice. <Product> The [product/service] has a useful life of XX years. To distribute this product so that it remains usable for our customers, we must use the following methods of storage and transportation: 1. Overnight delivery 2. Cold storage 3. Incorporate preservatives 4. Shipment within two weeks to distributors. |
