Business Plan Template

Chapter with Topic

1. Executive Summary2. Vision and Mission Statement3. Company History ( For existing Business only)4. Business and Industry Profile5. Competitor Analysis6. Development of Business Strategies7. Products / Services Proposal 8. Marketing Strategies9. Location and Layout Plan10. Plan of Operation11. Description of Management Team12. Loan and Investment Proposal13. Financial Forecast

Executive Summary

If the executive summary doesn’t succeed, your business plan will never sell investors. We recommend that you write the summary first and use it as a template for the plan as a whole. Since one of its primary functions is to capture the investor’s attention, the summary should be no longer than two pages. The shorter the better.

a) Company Name, Address and Phone numbersb) Name, phone numebers of all key peoplec) Brief discription of business, its products and services, and customer

problems they solved) Brief overview of the market for your product and servicese) Brief overview of the Strategies that will make your firm a successf) Brief discription of mangerial and technical experience of key peopleg) Brief statement of financial request and how the money will be usedh) Charts and tables showing highlights of financial forcast.

Vision and Mission Statement

a) Entrepreneur’s vision for the company b) Company goals and objectives

a) Operationalb) Financialc) Others

c) “What business are we in?”d) Values and principles on which the business standse) What makes the business unique? What is source of competitive

advantage?

Description of Management Team

A. Form of ownership chosen and reasoningB. Company structure ( organization chart)

C. Decision making authorityD. Compensation and benefits packageE. Describe their responsibilities and abilities.F. Project their salaries.

Company History ( For existing Business only)

A. Compnay foundingB. Promoters and ShareholdersC. Financial and operation highlightsD. Significants achievements

Business and Industry Profile

A. Industry analysisa) Industry background and overviewb) Significant trendsc) Growth rated) Key success factors in the Industry

B. Outlook for the future stages of growth ( Start-up, growth and maturity)

C. Major players in the marketD. Market sizeE. The gap in the market

Competitor Analysis

A. Existing competitorsa) Who are they? Creat a complete competitive profile matrixb) Strengthc) Weakness

B. Potiential competitorsa) Profile of key players (company size, turnover, profitability etc) and their market

shareb) Impact on your business if they enterc) What are the competing products and services?d) Advantages and disadvantages of the competitors’ offerings

Devlopment of Business Strategies

A. Desired image and position in marketB. SWOT analysis

a) Strengthb) Weaknessc) Oportunitiesd) Threats

Products / Services Proposal

A. Descriptiona) Product or service featuresb) Customers benefitsc) Warranties and guaranteesd) Uniqueness

B. Patent or Trademark protectionC. Description of production process ( if applicable)

a) Raw materials and key suppliersb) Costsc) Benefits and Featuresd) Unique selling pointse) Advantages to customersf) Future developments g) Future product / service offering

Marketing Plan

A. Target Marketa) Complete demographic profileb) Other significant customer characteristicsc) Size of each market segmentd) Characteristics of potential customers in each segment

B. Customer’s motivation to buyC. Market size and trends

a) How large is market ?b) Is it growing or shrinking? How fast?

D. Advertising and promotiona) Media used- Reader, viewer and listener profileb) Advertising – where, when, how and to whomc) Media costd) Frequency of usagee) Plan for generating publicity

E. Pricinga) Cost variable- Fixed and variable b) Desired Image in marketc) Comparison against competitor’s prices

F. Distribution strategy a) Channel of distributionb) Sales techniques and incentives

Operation Plan

A. Locationa) Demographic analysis of location vs target customer profileb) Logisticsc) Lease or rental ratesd) Labor need and supplye) Wages ratef) Materials requiredg) Customer availability

B. Layouta) Size requirementsb) Layout Plan

C. Key managers and employeesa) Their backgroundb) Experience, Skills, and know- how they bring to company

D. Premises and Equipment

E. Production facilitiesF. Costs involvedG. Suppliers

Financial Plan

A. Capital reqieredB. Sources of funds

1. Bank loans2. Relatives and friends 3. Grants or loans from other agencies4. Promoters’ funds etc.

C. Use of fundsD. Repayments or cash out schedulesE. Projected revenue F. Timetable for implementing plan and launching the businessG. Financial Statements

a) Income statementb) Balance sheetc) Cash flow statement

H. Break even analysisI. Ratio anlysis with comparison to industry standards.