CH01 Business Development Criteria & Purpose Worksheet
Source: Chapter 1 “Setting Your Business Criteria” This worksheet transfers the questions and judgment criteria on Business Development criteria and purpose directly into a fillable format. No new methodology has been added.
1. The Starting Point of Your Criteria (KM001)
Key question: What criteria must be set before choosing an item?
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What lifestyle do I dream of?
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How much do I want to earn from this project, and over what period of time?
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Every choice involves giving something up. What risks can I bear while carrying out this project? Express them in terms of cost or time.
2. Lifestyle and the Definition of Success (KM002)
Key question: What does business success mean to me?
- To me, does business success mean revenue / profit / company valuation / autonomy over time / organization size / place of residence / time with family / social purpose? Check all that apply and rank them.
| Criterion | Applies (O/X) | Priority (1st onward) |
|---|---|---|
| Revenue scale | ||
| Operating profit | ||
| Company valuation | ||
| Autonomy over time | ||
| Organization size | ||
| Place of residence | ||
| Time with family | ||
| Social purpose | ||
| Other: ______ |
- Am I closer to “I just want to do what I love and earn a certain amount,” or to “I’m going all the way to IPO”? Why?
3. Defining Target Revenue (KM003)
Key question: What do I want to earn, and how much? Am I aiming for revenue or profit?
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Which metric do I want as my target revenue (revenue / operating profit / both, pick one or list both):
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How much do I want by that metric (write a specific number and time period together, e.g., annual revenue of X, annual operating profit of X):
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Why do I want this number: