Introduction to Investment Proposals & Why Structure Matters
[Description] Begin with a gentle introduction to investment proposals. Discuss what they are, who uses them (investors, venture capitalists, etc.), and their purpose: to secure funding. Explain that a well-structured proposal is crucial for success. Introduce the concept of a compelling narrative and how it can influence decision-making. - Resources: Briefly review examples of successful and unsuccessful investment proposals (online resources, simplified examples). Read a very short, simplified explanation of investment proposal basics. - Activities: Answer a few questions about the goal of investment proposals. Define 'investor,' 'investment,' and 'return on investment (ROI)' in simple terms. - Expected Outcomes: Understand the basic purpose of an investment proposal and its importance. Define key financial terms.
Learning Objectives
- Understand the fundamentals
- Apply practical knowledge
- Complete hands-on exercises
What is SCQA?
[Description] Introduce the SCQA framework: Situation, Complication, Question, Answer. Explain how each part works and its role in creating a clear and persuasive narrative. Emphasize the framework's power in structuring thoughts logically. - Resources: Read short, easy-to-understand explanations of each element of SCQA. Find examples of SCQA in very basic story-telling (e.g., a simple children's story). - Activities: Identify the Situation, Complication, Question, and Answer in the example story. - Expected Outcomes: Understand the four core components of the SCQA framework.
Learning Objectives
- Understand the fundamentals
- Apply practical knowledge
- Complete hands-on exercises
Building a Situation (S)
[Description] Focus on the first element, the Situation. Explain what it involves: context, background, and establishing the current state. Discuss how to provide relevant information without overwhelming the reader. Practice identifying the situation in different hypothetical scenarios (e.g., a new restaurant opening). - Resources: Examples of good "Situation" statements (short and clear) from various simplified investment contexts (e.g., a lemonade stand, a pet-sitting business). - Activities: Write a Situation for the example scenarios provided. Practice identifying key facts to include. - Expected Outcomes: Be able to identify and write a clear "Situation" statement for a simple investment scenario.
Learning Objectives
- Understand the fundamentals
- Apply practical knowledge
- Complete hands-on exercises
Identifying the Complication (C)
[Description] Dive into the Complication. Explain how it identifies the problem or opportunity that needs addressing. Discuss the importance of a well-defined complication. Provide examples illustrating different types of complications (e.g., a need for funding, market competition). - Resources: More example SCQA structures. Focus on the "Complication" element. - Activities: Analyze several simple investment scenarios and identify the complication. Write the complication for these scenarios. - Expected Outcomes: Understand how to define a complication related to an investment opportunity.
Learning Objectives
- Understand the fundamentals
- Apply practical knowledge
- Complete hands-on exercises
Framing the Question (Q)
[Description] Explore the Question. Explain how the question links the Situation and Complication, setting up the need for a solution. Discuss how to formulate a compelling question that sparks the investor's interest. - Resources: Review examples of SCQA with varying levels of complexity in the "Question" part. - Activities: Practice writing questions that follow from the "Situation" and "Complication" elements created on previous days. - Expected Outcomes: Learn to craft a clear and concise question that bridges the gap between the problem and the proposed solution.
Learning Objectives
- Understand the fundamentals
- Apply practical knowledge
- Complete hands-on exercises
Crafting the Answer (A)
[Description] Focus on the Answer. This is where you propose your solution. Briefly explain how to present the investment opportunity and why it addresses the complication. Explain the role of the answer in summarizing the investment proposal's key value. - Resources: Examples showcasing how the "Answer" part directly responds to the question. - Activities: Practice crafting short "Answers" that clearly state the investment opportunity and its value proposition, based on previous Scenario work. - Expected Outcomes: Develop the ability to summarize the proposed solution and its value in a clear, concise "Answer" statement.
Learning Objectives
- Understand the fundamentals
- Apply practical knowledge
- Complete hands-on exercises
SCQA in Action: Putting It All Together
[Description] Combine all four elements. Guide participants in developing a complete SCQA framework for a simplified investment opportunity (e.g., funding a local community garden, or purchasing supplies for a small home business). Provide feedback and answer questions. - Resources: Provide a template for filling out the SCQA framework. Offer a simplified example of a completed SCQA framework for reference. - Activities: Work together to complete the SCQA framework. Practice presenting the complete SCQA structure in a simple and easy-to-understand way. - Expected Outcomes: Develop the ability to apply the SCQA framework to construct a basic investment proposal. Have a practical understanding of each step and how they relate.
Learning Objectives
- Understand the fundamentals
- Apply practical knowledge
- Complete hands-on exercises
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