Copyright © President & Fellows of Harvard College

Using Baker Resources for your Business PlanKen Kerr

February 25, 2009

You Need a Plan

• Develop a strategy for your information gathering• Think about the questions you need to answer• Start with key resources• Review for gaps

Getting Started

Getting Started

Pieces and Parts

• Background• Company information• Potential competitors• Industry information• What do you need to frame your concept?

Databases

Databases

• Organized by content type(Articles, company information, country statistics,news, research reports)

• Organized by subject(Few select industries, business topics)

Background

• Factiva– News articles from over 10,000 publications– Global in coverage– Original language content

• Business Source Complete– Extensive full-text of articles– Trade publications– Wide variety of current reports

Background

Background

Company Information

• Capital IQ– Create lists of targeted companies– Screen across companies, organizations, individuals

• Hoovers Online– Coverage of smaller, private, international companies

• Amadeus– Companies in Europe and Eastern Europe– Basic company and management information

• Orbis– Global database of millions of companies

Company Information

Company Information

Company Information

Company Information

Industry Information

• Research Guides– Selected industries and business topics

• eMarketer– Understanding the growth and impact of the internet– Analysis of e-business, online marketing, emerging technologies

• Mintel Reports– Consumer market studies– International with strong European and U.S. content

• Standard & Poor’s NetAdvantage– Covering industry trends, forecasts, major players– International industry surveys

Industry Information

Industry Information

Industry Information

Industry Information

Industry Information

Industry Information

Industry Information

Industry Information

A Few More Pieces and Parts

• Human resource requirements– Bureau of Labor Statistics National Compensation Survey

http://www.bls.gov/ncs/ocs

• Facilities infrastructure– Comparative Statistics of Industrial and Office Real Estate

Markets Ref HD 1393.5 .C6

– Global Real Estate marketsRef HD 1390 .G56

A Few More Pieces and Parts

• Country risk considerations– Economic– Regulatory– Environmental– Tax and custom– Country statistics

Country Information and Statistics

• Country Research Guides– World Bank profiles, new material, online newspapers

• EIU Data Services– Price information, trade data, demographic data

• EIU.com– Law and regulation, financial system, political

environment

• ISI Emerging Markets– Africa, Asia, Australia, Europe, Middle East

After the Contest

• Thomson ONE Banker– Build your network– Identify VC firms– Investment focus– Industries of interest– Geographies of interest– Find co-investors– Funding round histories

After the Contest

After the Contest

After the Contest

After the Contest

After the Contest

After the Contest

After the Contest

After the Contest

HBS and HU Database Tips

• Database launch pages will tell you if some resourcesneed extra passwords or Harvard PIN

• There are also tips on searching and troubleshooting

• No extra charge for reports (Investext)

• Use database’s indexing and advanced search features

• Different download formats often available

Speaking of Harvard

• Access to all of Harvard’s libraries

• Baker resources may not have exactly what you need

• Countway Library of Medicine

• Cabot Science Library

• Kennedy School Library

Don’t Forget

• Keep track of your sources

• Follow the Citation Guide for HBS Students

• Our copyright and licensing policies are outlinedon all the launch pages into our databases

• Former business plans are on reserve

We’re In the Business of Hope

• Contact a reference librarian

• In person (see our hours)

• By email at infoservices@hbs.edu

• By phone at 617-495-6040

Good luck!