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Management Team

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Management Team

The Management Team section demonstrates the Company’s leadership and management structure.

KEY MANAGEMENT

The following are the bios of the key members of the Bamboo YogaPlay team:

Sofiah Thom – CEO, CSO, and COO

As the CEO (Chief Executive Officer), Sofiah will align the company, internally and externally, with her strategic
vision. As the CSO (Chief Sales Officer) she will supervise all customer service inquiries and new orders. Sofiah’s
role as COO (Chief Operations Officer) will include oversight of the programs director and the hotel manager.

Brendan Jaffer – CFO

As CFO (Chief Financial Officer), Brendan will handle the company’s finances. His role as CMO (Chief Marketing
Officer) will be to oversee the company’s marketing efforts and will also be in charge of following up on any leads
generated by the rest of the company. Marketing – Seeking an agency.

Retreat Coordinator

The retreat coordinator will be in charge of coordinating and managing events and retreats. They will be in charge
of dealing with facilitators and others interested in holding retreats, dealing with those same persons onsite during
retreats, as well as dealing with yoga and other teachers and with bodyworkers. They will also be in charge of
coordinating with restaurant / juice bar if and when retreats or packages include meals / food.

PROFESSIONAL SERVICE PROVIDERS

Bamboo YogaPlay will work with a team of service providers to assist with day‐to‐day operations and expansion of
the resort. Some of the relationships already established are:

  • Law Firm – Bufete Leiva Madrigal
  • Accountant – Andrea Beita
  • Website Maintenance – Web Mark Web Design
  • Marketing – Seeking an agency
  • Juice Bar leaser– Seeking
  • Restaurant Leaser– Seeking

BOARD OF ADVISORS & BOARD OF DIRECTORS

Bamboo YogaPlay is currently building its Board of Advisors and Board of Directors.

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Management Team

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Key Management

CEO Management Team Sample Business Plan from The Startup Garage

Bill Johnson, Founder and CEO

Bill Johnson was the VP of Marketing for Sugar CRM for 5 years, helping the company grow to become a dominant player in the market before leaving to start Symbiosis. Bill’s major responsibility in the company is to create the vision and direction for the company, and work with the rest of the executive team to plan how this will be accomplished.

CMO Management Team Sample Business Plan from The Startup Garage

Jennifer Thomas, CMO

After 8 years of experience as a Marketing Executive at EBay, Jennifer joined the Symbiosis team in 2009 as the Chief Marketing Officer. Her major responsibilities include creating an innovative marketing strategy to meet the company’s overall goals for sales and revenue. She is also responsible for overseeing the execution of the marketing strategy by the sales and marketing teams.

CFO Management Team Sample Business Plan from The Startup Garage

Michael Russman, CFO

Michael Russman has over 15 years of experience as a CFO for a variety of growing technology companies. At Symbiosis, his major responsibilities include allocating the company’s resources effectively to effectively execute the company vision, with respect to the company’s goals for consistent growth.

CTO Management Team Sample Business Plan from The Startup Garage

John Bryant, Founder and CTO

John brings wide ranging technological expertise and experience to the Symbiosis team. From 2003-2006, John was the lead User Interface Engineer for the CRM division at BizAutomation. John also has significant experience heading teams specialized in both front-end and back-end engineering. At Symbiosis, John’s major responsibilities as CTO include overseeing product development by the engineering team, as well as managing ongoing system improvements and repairs.

Board of Directors & Board of Advisors

The Company is currently building its Board of Directors and Board of Advisors.

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Management Team

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The Management Team section demonstrates the Company’s leadership and management structure.

Key Management

The following are the bios of the key members of the Bamboo YogaPlay team:

Sofiah Thom — CEO, CSO, and COO

As the CEO (Chief Executive Officer), Sofiah will align the company, internally and externally, with her strategic vision. As the CSO (Chief Sales Officer) she will supervise all customer service inquiries and new orders. Sofiah’s role as COO (Chief Operations Officer) will include oversight of the programs director and the hotel manager.

Brendan Jaffer — CFO

As CFO (Chief Financial Officer), Brendan will handle the company’s finances. His role as CMO (Chief Marketing Officer) will be to oversee the company’s marketing efforts and will also be in charge of following up on any leads generated by the rest of the company. Marketing – Seeking an agency.

Retreat Coordinator

The retreat coordinator will be in charge of coordinating and managing events and retreats. They will be in charge of dealing with facilitators and others interested in holding retreats, dealing with those same persons onsite during retreats, as well as dealing with yoga and other teachers and with bodyworkers. They will also be in charge of coordinating with restaurant / juice bar if and when retreats or packages include meals/food.

Professional Service Providers

Bamboo YogaPlay will work with a team of service providers to assist with day-to-day operations and expansion of the resort. Some of the relationships already established are:

Board of Advisors & Board of Directors

Bamboo YogaPlay is currently building its Board of Advisors and Board of Directors.

 

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Management Team

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Key Management

The licensee and RCFE Administrator role is held by Alice Smith to manage business operations. Nita Hodges will fill the roles of Assistant RCFE Administrator and Nutritionist.

CEO/RCFE Administrator – Alice Smith

Board of Advisors

The following positions will be part of the board of advisors.

Business Owner – Tom Durrance

Medical Administrator – Katy Scheneberg

Nurse – Unknown

Lawyer – Unknown

Accountant – Unknown

Board of Directors

Nita Hodges and Roseanne Nobbs will be part of the Board of Directors.

Professional Service Providers

Vintage Home & Residential Care will be using services by Steve Haskins & Associates Law Firm located in Bonita.

Law Firm – Steve Haskins and Associates

Handyman – Tommy Zuniga

Housekeeper – Mary Islans

Pool Service – Ambar Pools

Groundskeeper – Pedro Morales

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Management Team

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Key Management

TYLER JENSEN

Mr. Jensen is the founder of Coastal Latitude Consulting a strategic advisory firm specializing in helping entrepreneurs and business owners achieve success in their lives. Mr. Jensen is also the founder of The New Wave Project, a personal internet incubator that is developing ideas into businesses. Mr. Jensen is the founder of VAVi, a sport & social club which he grew to over 25,000 members in six years, was recognized as San Diegos 30th fastest growing private company in 2006 by the San Diego Business Journal and 32nd fastest in 2007, and sold for over 25X the capital investment. Mr. Jensens background and experience includes: sales, marketing, business and website development, and internet strategy. Mr. Jensen has developed an extensive network of business relationships focused on rapidly expanding companies. He specializes in the development of creative ideas, problem solving and effective and efficient planning in numerous areas of business. Mr. Jensen is quite knowledgeable in a broad range of growth issues including strategies for accelerating growth, development of the companys business plan, strategic direction, sales and marketing, management team development, recruiting and motivating employees and numerous other operational and strategic issues. Mr. Jensen is a serial entrepreneur, investor and strategic advisor and he is passionate about assisting other entrepreneurs.

 

Experience

Co-Founder — Go Green Yoga Mats

Retail Industry

January 2009 — Present (1 year, 5 months)

We currently sell eco friendly yoga mats. Soon to expand to other eco friendly yoga products.

Founder — Coastal Latitude Consulting

Management Consulting Industry

January 2008 — Present (2 years, 5 months)

We currently sell eco friendly yoga mats. Soon to expand to other eco friendly yoga products.

Founder — The New Wave Project

Internet industry

January 2007 — Present (3 years, 5 months)

Personal internet incubator. Testing and developing internet business ideas.

Board of Director &#8212 Rent a Toy, L.L.C.

Consumer Goods Industry

September 2008 &#8212 March 2009 (7 months)

Partner — Ignite It Consulting

Management Consulting Industry

August 2007 — January 2009 (1 year, 6 months)

Strategic advisory firm specializing in helping high growth companies expand rapidly.

CEO — VAVi Sport & Social Club

Sports industry

July 2002 — January 2008 (5 years, 7 months)

Deputy Campain Manager — Citizens for Tim Kane

Sports industry

2001 — 2001 (less than a year)

 

Education

University of Virginia — BS, Commerce Marketing & Management

1997 — 2001

Norfolk Academy

1992 — 1997

 

HUNTER JENSEN

After running Barefoot Solutions for several years, I have worn many hats. At some point in my company’s history I have played the role of consultant, project manager, programmer, designer, lawyer, accountant, and janitor. I love new and exciting ideas. I like pushing the envelope with technology. I’m interested in securing more contracts for my company, building the portfolio of sites that my company owns, and partnering with other entrepreneurs on their ventures.

 

Experience

Founder/CTO — Antengo

Computer Software industry

October 2009 — Present (8 months)

Focus on product development, including the web properties, the iPhone app, and the upcoming Android and Blackberry apps.

Owner/Founder/CEO — Barefoot Solutions, LLC

Computer Software industry

2003 — Present (7 years)

Oversees team of project managers, graphic designers, programmers, and other web development specialists, while seeking out clients and securing contracts for web development projects.

Writer — PHP Architect

Computer Software industry

January 2008 — December 2008 (1 year)

Wrote a 4-part series on the different legal implications of the software development industry, including articles on NDAs and Non-competes, Web Development Contracts, Source Code Escrow, and Software Patents.

 

Education

 

University of Virginia — BA, Economics, Philosophy

2000 — 2005

Norfolk Academy

1994 — 2000

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What is in a Business Plan: Management Team (Part 10 of 11)

Time For Completion: Approximately 20 hours

This section describe the team that will help you succeed in building your business.

To write this section a considerable amount of time and energy will need to be spent or have been spent on researching and building relationships.

Whats in it?

The business plan should include a statement as to how employees will be selected, trained, and rewarded. Such a background can be important for business plan reviewers to give them a feel for the company’s style.

When you are developing your management plan begin with an objective assessment of the company’s requirements. Based on these assessments, the composition of the rest of the company may be defined as the following: key management, board of advisors, board of directors, and professional service providers.

A resume for each key team member should also be added in the appendices of the business plan.

Why is it Important

The quality of the team determines the success of your business. Many ventures ultimately fail because the proper talent has not been assembled. Individuals with strong technical backgrounds might ignore the importance of including on a management team people with the appropriate business background, and vice versa.

If you are preparing your business plan for financing purposes, you need to take particular care in crafting your management section. Even if you are developing your business plan for internal use, an accurate evaluation of your key employees strengths and weaknesses will help you make the best use of your management team.

The last step is creating the Financial Projections section. Remember, you can take a look at one of our sample business plan at any time.

 

Whether you have a question about building your Management Team or you’d like to discuss our business plan writing services, feel free to contact us for a free consultation!
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