Work-Plan [Current Financial

Year]
Presentation to Board of Directors

[City, Date]
 Agenda

• Context, Direction of Work plan

• Program-wise details and discussion
– [PROVIDE SUB-HEADINGS]
• Summary of plan and seek approval
• [ADD ANY OTHER TOPICS FOR
DISCUSSION]

2
 The journey

Idea stage
incubation
Equity+Gr
ant
SEED Incubation
Stage
Grant capacity
incubation bldg.

Grassroots
incubation
[ADD
2001-06 2007-11 2012- 2013- 2013- ADDITIONAL
YEARS]
 Enabling innovation-based, early-stage,
for-profit enterprises to impact the poor

Inspire Unconventions

Impact Immerse Fellowship

Equity and grant Invest Incubate

EIR & SEED

4
 How do we do?
[UPDATE STARS
FOR EACH OF
THE
Ideas CATEGORIES
and
Inspiration BASED ON XXX]

Mentoring
and Networks
Talent

Entrepreneur

Money Facilities
 How can we be better?
• More, better quality inspiration events
Ideas
• Partner in sector-specific challenges and competitions
and
Inspiration • Publicizing opportunities
• Integrated Marketing

Mentoring • More and better mentors, better managed, incentivized, sector

and specific
Talent • Structured diagnosis, inputs, management of enterprise journey

• Faster and transparent process, simpler terms, promise of follow-

on funding through partnerships
Money
• Smoother downstream investor linkages and pathway
• Assistance in next rounds of investments

• Partnerships with sector-specific organizations and academic

Facilities
institutions to accelerate access to top-notch facilities and experts

• More formal sector-specific network of service providers, investors,

Networks
go-to-market partners, experts, etc.
• More sector focused opportunities research, experts, mentors
[Three years period for
planning]

Grow

Deepen

Expand
[ADD BROAD STRATEGIES FOR
UPCOMING THREE YEARS]
 Grow existing programs

• [INCLUDE DETAILED LIST OF

ACTIVITIES TO BE UNDERTAKEN
UNDER EACH OF THE PROGRAMS]
 Deepen capabilities

• [PROVIDE BROAD LIST OF

OPERATIONAL ACTIVITIES TO BE
UNDERTAKEN]
 Expand footprint

• [LIST OF ACTIVITIES TO BE
UNDERTAKEN BOTH WITHIN AND
OUTSIDE INDIA]
 [ANY ADDITIONAL
STRATEGY]
• [LIST OF ACTIVITIES TO BE
UNDERTAKEN UNDER THE
STRATEGY]
 Snapshot of [LAST FY]
and plans for [CURRENT FY]

LIST OF PROGRAMS [LAST FY] achieved [CURRENT FY] Est.

Total staff

Total budget

12
 VIF Overall budget for
[CURRENT FY]
(Rs in Lakhs) Q1 Q2 Q3 Q4 % FY
VIF OVERALL

Funding to Incubatees
Personnel
Payment to Experts
Travel & Stay
Other Direct Expense

TOTAL EXPENSE

Grant Income
[PROVIDE LIST OF
DONORS]

GRANT INCOME TOTAL

Fee Income
13
 [CURRENT FY] budget
snapshot

[PROVIDE A PIE
[PROVIDE A PIE CHART OF
CHART OF BUDGET BUDGET BY
BY EXPENSE TYPE, PROGRAM
IN PERCENTAGES] TYPE, IN
PERCENTAGES]

Total: [PROVIDE TOTAL BUDGET AMOUNT] 14

[CURRENT FY] funding
snapshot

[PROVIDE PIE CHART

WITH TOTAL BUDGET
BY DONOR, IN
PERCENTAGES]

Total: [PROVIDE TOTAL BUDGET AMOUNT] 15

Donor-program mapping
(Rs. Lakhs)

[PROVIDE A CROSS
TABULATION OF PROGRAMS
AGAINST DONORS AND
AMOUNT SPENT FROM EACH
DONOR/PROGRAM]

16
 Agenda

• Context, Direction of Work plan

• Program-wise details and discussion
– [PROVIDE LIST OF PROGRAMS]
• Summary of plan and seek approval

17
Work plan [CURRENT FY]

[PROGRAM]

Prepared by: [PROGRAM HEAD]

 New Incubatees – [LAST FY]
Name/Sector Testimonial

[NAME OF
INCUBATEE] [ADD PICTURES
[FEEDBACK PROVIDED BY THE CEO OF INCUBATEE]
[SECTOR] OF THE INCUBATEE]

[INCUBATEE
LOGO]
[LAST FY] in review
What worked /
Key achievements
• [PROVIDE HIGH LEVEL OVERVIEW
OF INVESTMENTS AND VENTURES
UNDERTAKEN]
What didn’t work /
Key challenges
• [PROVIDE DETAILS REGARDING
PORTFOLIO, PROCESS, TEAM
BANDWIDTH AND OTHER HIGH LEVEL
OVERVIEW]
20
Major qualitative objectives
Continue / scale Change / new
• [LIST THE OBJECTIVES] • [LIST THE OBJECTIVES BY DIFFERENT
CATEGORIES LIKE INFLOW, DEAL
PROCESSING, PORTFOLIO MANAGEMENT,
SYSTEMS, PEOPLE, CROSS-FUNCTIONAL &
FUNDING SOURCES]

21
Goals and targets
Normal Q1 Q2 Q3 Q4 Annual
Existing VIF Incubatees
Exits
Cumulative VIF Incubatees
3rd Party Investments
3rd Party Incubation
Cumulative 3rd Party Incubatees
Total Incubatees
Stretch
New VIF Incubation Investments
New VIF Incubation Investments
Exits
Cumulative VIF Incubatees
3rd Party Investments
3rd Party IncubatioN
Cumulative 3rd Party Incubatees
 Budget snapshot – Incubation

(Rs in Lakhs) Q1 Q2 Q3 Q4 FY

INCUBATION INVESTING

Funding to Incubatees

Personnel

Payment to Experts

Travel & Stay

Other Direct Expense

TOTAL EXPENSE
[LIST OF DONORS]
Risks and mitigation
Key risks perceived Mitigation strategies planned
 Agenda

• Context, Direction of Workplan

• Program-wise details and discussion
– Incubation Investments
– SEED
– EIR
– Fellowship & Mentoring
– Unconvention
– Others – Knowledge, EEIP, Comm, Admin/Fin
• Summary of plan and seek approval
25
 Snapshot of [LAST FY]
and plans for [CURRENT FY]
Programs [LAST FY] achieved [CURRENT FY] Est.

26
 Budget approval sought :
VIF Overall
(Rs in Lakhs) Q1 Q2 Q3 Q4 % FY
VIF OVERALL

Funding to Incubatees
Personnel
Payment to Experts
Travel & Stay
Other Direct Expense

TOTAL EXPENSE

Grant Income
[LIST OF DONORS]

GRANT INCOME TOTAL

Fee Income
27
THANK YOU

28