Guideline for Commercialisation Plan

TABLE OF CONTENT

1. EXECUTIVE SUMMARY
2. COMPANY PROFILE
3. CAPABILITIES OF COMPANY
4. PROPOSED ACTIVITY
5. COLLABORATOR
6. DESCRIPTION OF TECHNOLOGY
7. MARKET RESEARCH AND ANALYSIS
8. MARKETING PLAN
9. MANUFACTURING AND OPERATIONAL PLAN
10. RISK ANALYSIS
11. HISTORICAL FINANCIAL SUMMARY
12. FINANCIAL PROJECTION
13. OTHER INFORMATION


TABLE OF APPENDICES

1. EXECUTIVE SUMMARY (not more than 1 page)

2. COMPANY PROFILE

i) Brief History/ Background of Company
ii) Objectives of Establishment
iii) Company Structure/Organisation chart & Group of companies’ Structure (if applicable)


3. CAPABILITIES OF COMPANY

a) Number of Employee:

Item Category No. of Existing Personnel (Current) No. of Existing Personnel (Proposal)
1 Key Management Local Foreign Local Foreign
2

Technical/Supervisor
-Degree
-Diploma
-Certificate
-Others

3 Sales/market
4 Clerk/others
5 Factory workers/
Direct Labor
Total

b) Details of Key Management Personnel - Current & Proposed with Brief Write-Up on Qualification and Experience. (Attach CV)

Name Nationality Address Date of Appointment
       
       
       

c) Details of Key Technical Personnel - Current & Proposed with Brief Write-Up on Qualification and Experience. (Attach CV)

Name Nationality Address Date of Appointment
       
       
       

d) Company Portfolio – List of Previous & Current Projects

e) List of Existing Equipment (Please attach asset listing)

Equipment Model/Serial No. Date of Purchase Purpose
       
       
       

4. PROPOSED ACTIVITY

a) Project Title
b) Project Objectives
c) Project Description
d) Status of the Proposed Project
e) Proposed Location
f) Project Schedule & Milestones


5. COLLABORATOR (Other than Technology Provider if applicable)

a) Name of Collaborating Organisation
b) Address
c) Contact Person/ Designation/ Department
d) Tel/ Fax/ E-mail
e) Brief Background of the Collaborating Party
f) Describe the Nature of Involvement of the Collaborating Party
g) Describe Key Items that have been agreed with Collaborating Party
h) Collaboration Period

6. DESCRIPTION OF TECHNOLOGY

a) Description of the Technology (Product and/or Process)
b) Technology Applications
c) Description of the Product
d) Standards, Certification & Regulatory compliance
e) Comparison between R&D/Lab Prototype and Proposed Commercial Scale

Item R&D/Lab Prototype Pilot Scale Commercial Sale
Capacity
Features
Process
Others

f) Comparison with Other Competing Technologies

Item Proposed Technology A Technology B
Methodology
Application
Price/Cost
Advantages
Diadvantages
Others

g) Proof of R&D completion report for e.g. IRPA, IGS, MGS Science Fund, Innofund, Technofund etc.
h) Intelectual Property Rights
i) Number of Patents/ Licenses/ Prototypes/ Designs involved in Project
j) Filing Info:

Title Type Filing Date Award Date Ref No. Claims Inventor Owner
1)
2)

7. MARKET RESEARCH AND ANALYSIS

a) Market Analysis - Description/ Characteristics of Market
b) Potential Major Customers – Local and Foreign
c) Market Size, Segmentation and Trends
d) Competition and Competitive Edges
e) Estimated Market Share and Sales
f) Market Evaluation
g) Value Proposition
h) Market Success Factor
i) Entry barrier


8. MARKETING PLAN

a) Overall Marketing Strategy
b) Pricing Strategy
c) Advertising and Promotion
d) Strategic Alliances – Local and Foreign
e) Distribution Channels
f) Projected Market Share: Short/Medium/Long Term
g) Marketing Schedule (Gantt chart)
h) Product in the pipeline – if applicable


9. MANUFACTURING AND OPERATIONAL PLAN (Current and Proposed)

a) Production Capability
b) Production Process flow-chart
c) Production Facilities
d) Required Approvals and Licenses
e) Plan layout
f) Manufacturing Schedule (Gantt chart)


10. RISK ANALYSIS

a) Strengths/Weaknesses/Opportunities/Threats (SWOT)
b) Type of Risks and Mitigating Factors
c) Technology Risks
d) Implementation RisksType of Risks and Mitigating Factors
e) Market Risks
f) Others

(For Reference)

Type of Risks

Remarks

Technological Risk

[Risk associated to technology such as patent pending, ownership and etc.]

Strategic Risk

[Strategic risks result directly from operating within a specific industry at a specific time. So shifts in consumer preferences or emerging technologies that make your product-line obsolete or other drastic market forces can put your company in danger. To counteract strategic risks - to put measures in place to constantly solicit feedback so changes will be detected early.]

Compliance Risk

[Risks associated with compliance are those subject to legislative or bureaucratic rule and regulations, or those associated with best practices for investment purposes. These can include employee protection regulations like those imposed by the Occupational Safety and Health Administration (OSHA), or environmental concerns like those covered by the Environmental Protection Agency (EPA) or even state and local agencies.]

Financial Risk

[Direct financial risks have to do with how your business handles money. That is, which customers do you extend credit to and for how long? What is your debt load? Does most of your income come from one or two clients who might not be able to pay? Financial risks also take into account interest rates and if you do international business, foreign exchange rates.]

Operational Risk

[Operational risks result from internal failures. That is, your business’s internal processes, people or systems fail unexpectedly. Therefore, unlike a strategic risk or a financial risk, there is no return on operational risks. Operational risks can also result from unforeseen external events such as transportation systems breaking down, or a supplier failing to deliver goods.]

 

11. PROJECT IMPLEMENTATION & MILESTONE

a) Project implementation timeline)
b) Project milestone (proposed drawdown schedule – refer to table below)

Ref Milestone Description Duration (months) Drawdown Amount (RM) Activities
1.        
2.        
TOTAL FUND REQUESTED      

12. HISTORICAL FINANCIAL SUMMARY

a) Audited Accounts (3 Years)
b) Summary of Income Statement Based on 3 Years Audited Account based on the Table Below

Item Latest Management Account Year 1 Year 2 Year 3 Growth Rate (%)
Sales (RM) A X Y Z GR=(Z/X)1/2
Cost of Goods Sold (RM) B
Gross Profit (RM) C=A-B
Operating Expenses (RM) D
Operating Profit (RM) E=C-D
Overheads & Fixed Cost F
Net Profit (RM) G=E-F
Gross Margin (%) H=C/A

13. FINANCIAL PROJECTION

a) Project costing

1. Total cost of the proposed project
2. Proposed financing structure

b) Latest Management Account
c) Summary of Income Statement Based on 8 Years Projected Account based on the Table Below

Item Latest Management Account Year 1 Year 2 Year 3 Growth Rate (%)
Sales (RM) A X Y Z GR=(Z/X)1/2
Cost of Goods Sold (RM) B
Gross Profit (RM) C=A-B
Operating Expenses (RM) D
Operating Profit (RM) E=C-D
Overheads & Fixed Cost F
Net Profit (RM) G=E-F
Gross Margin (%) H=C/A

d) Projected Balance Sheets
e) Projected Cash Flow Analysis

1. Breakeven Chart and Calculation
2. Months to Breakeven
3. Projected Return on Investment (ROI)


f) Sensitivity Analysis : Worst/Base/Best scenarios
g) Highlights

Note: Please provide detailed Assumptions


14. OTHER INFORMATION

a) Memorandum and Articles of Association (Form 9)
b) Notice of Resolution (Form 11)
c) Return of Allotment of Shares (Form 24)
d) Registered Address (Form 44)
e) Particulars of Directors (Form 49)
f) Approval from Relevant Authorities

(If applicable – Manufacturing License from MIDA, Pioneer Status, Department of Environment etc)

g) Technology Transfer/ Licensing Agreement
h) Patent Details
i) Loan Documentations
j) Product Brochures and Articles

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