Business Plan Outline

Executive Summary Business Description – Industry, company history, current positioning Goals - Strategic, development goals – 1, 2, 5 years Value-Proposition – Competitive strategies, advantages, sustainability Management Team/Organization – key staff, executives, managers, organizations chart

Marketing Market Analysis – Target segments, demand, supply, gap, share, trends, other factors, possible

competitive changes Marketing Strategies – Products/services, pricing, distribution, sales, promotion Tactics

Legal Legal Structure Leases, loans, contracts Major investors

Operation, Organization Operations – General, facilities, location, zoning/permits, requirements, present/future

suitability/needs, materials, supply chain, equipment, staffing, suppliers, manufacturing, distribution, logistics

Human Resources – present staff, future needs, friends/family, working partners, turnover, recruiting, special needs

External consultants, advisorsFinancial Plan

Funding request – Sources and Uses of funds Startup budget Sales projections Costs – direct, semi-direct, control, possible changes (efficiencies/ inefficiencies), controllable factors,

uncontrollable factors Projected cash flow from operations Proposed financing – structure, debt, equity, terms Projected Sources & Uses of funds with financing in place Lender/Investor Analysis – break-even, debt-coverage, ROI

Command and Control – Basic accounting/reporting, Management Information Systems, TQM, Balanced dashboards Risk management – possible threats, unknowns, uncontrollable factors, competition, legal, HR, environmental, etc., insurance

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© Copyright Jeremy Kravetz 2014

Business Plan Outline

..Continued

Other Info/Appendices Articles of incorporation Contracts Financial statements Franchise agreement Leases Letters of intent Letters of references Licenses, accreditations, permits Management Team - owner resumes Partnership agreement Plans, specifications Purchase orders Research/Analysis Samples Etc.

WORK PRODUCTS - Approximate lengthso Pitch deck: 10-20 slideso Executive Summary: 1-2 pageso Short Plan: 8-12 pageso Full Plan

© Copyright Jeremy Kravetz 2014