BUSINESS PLAN TEMPLATE SERVICES
COVER SHEET (This highlights how you can be contacted. Ensure that telephone numbers and email addresses listed are operational.) 1. 2. 3. 4. Identify the Business Identify location, phone number, or where the principals can be reached. Who the plan is to be submitted to. Plan submitted by whom. PURPOSE OF FUNDING (if funding is required) 1. Who is asking for the funds 2. What is the business structure (i.e.) sole proprietorship, partnership, corporation, Limited Liability Company) 3. How much fund is being requested 4. What is the money for 5. How will the funds benefit the business 6. Why does the loan or investment seem right 7. How will the funds be repaid
TABLE OF CONTENTS I. The Business i. Executive Summary ii. Historical Background iii. Target Market iv. Marketing Plan v. Competition vi. Service Description vii. Management and Organization Financial Data i. Sales Forecast ii. Financial Projections a. Income Statement b. Cash Flow c. Balance Sheet iii. Financing Requirements Supporting Documents
PART 1 THE BUSINESS EXECUTIVE SUMMARY (This section should be completed after the business plan – it is a ONE page summary.) type of business location Status (startup, expansion, etc.) form of business (sole proprietorship, partnership, corporation) what will the business be engaged in who will benefit and how present involvement who are its customers management team objective mission relevant licenses
VISION where you want your business to be the future of the business. What the business wants to become. MISSION/PURPOSE usually in 30 words or fewer, explaining the reason for being and the guiding principles of the business what the business is presently engaged in. What the business “DOES”. BUSINESS PHILOSOPHY What is important to you in business? HISTORICAL BACKGROUND (This is an introduction to the company and the reader’s first impression, so it should cover the following briefly and informatively.) 1. Type of business (manufacturing) 2. What will be manufactured 3. Location 4. Status of business (startup, expansion, development etc) 5. Form of business (sole proprietorship, partnership, corporation) 6. Why will the business be profitable 7. When do you plan to start the business 8. How will the business operate (working time) 9. Why will the business be successful (competitive edge) 10. What is your experience in the business 11. Was a market study done (If so, what were the major findings) 12. Are there any managerial or technical training (If so, state the frequency and number of trainings) 13.Who will benefit and how 14. Agreements with suppliers and distributors
MARKET RESEARCH (It is advisable to do some market research before you begin the marketing plan.) No matter how good your service offering, the business venture cannot succeed without effective marketing. And this begins with careful, logical research. You need to do some market research to make sure you are on the right path.
THE TARGET MARKET (Describe your customer profile and why customers will want or need your service.) 1. 2. 3. 4. 5. 6. 7. Who is the market – who do you intend to sell to …. Your CUSTOMERS What is the present size of the market Are your markets growing, steady, declining Segment the target market (demographic, attitudes, behavior, geographic) What percent of the market will you have What is the market’s growth potential As the market grows, does your share decrease
MARKETING PLAN (Describe the overall marketing and sales strategy and how you plan to get and retain customers be as specific as possible; give statistics, numbers, and sources.) 1. 4P – Product (Service Offering), Price, Promotion, Place 2. ...
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