Company name
Company address
Company phone number
Web address
Name, title, address of owner(s)
Month and year plan was created
Number of the copy of the plan
Confidentiality statement
[see Business Plan Project Worksheet 15-1]
Table of Contents
Executive Summary....................................................xx
Management Team Plan ................................................xx Key Executives Key Advisors Service Providers
Company Description..................................................xx Motivations Business History Business Concept
Product or Service Plan..............................................xx Products or Services Unique Selling Proposition Competitive Products or Services Product Development Milestones
Vision and Mission Statements........................................xx Vision Statement Mission Statement
Industry Overview....................................................xx Competitive Set External Environment Product Life Cycle Barriers to Entry
Market Analysis......................................................xx Demographic Profile Psychographic Profile Customer Behaviors Target Market Opportunity
Competitive Analysis.................................................xx Direct and Indirect Competitors Value Proposition Strengths and Weaknesses Sustainable Competitive Advantage
Marketing Plan.......................................................xx Total Product Experience Place Strategy Promotion Strategy Promotion Plan Pricing Plan
Operational Plan.....................................................xx Location Criteria Facilities and Equipment Product Development Process Operational Logistics
Organizational Plan..................................................xx Job Descriptions Human Resources Legal Structure
Insurance
Financial Plan.......................................................xx Sources and Uses of Funds Cash Flow Income Statement Balance Sheet Break-even Analysis Financial Analysis Sales Revenue Cost of Goods Sold Expenses
Assumptions
Growth Plan..........................................................xx Growth Strategy Affects of Growth
Contingency Plan.....................................................xx Risks
Supporting Documents.................................................xx
Executive Summary
Introduction
Describe the products or services your company provides. Briefly summarize the company’s vision and mission statements. Explain how you plan to implement the mission and why the business is positioned to reach it.
[see Business Plan Project Worksheet 14-1]
Current Situation
Explain the current status of the business, the unique opportunity that exists that prompted this business plan, and why you are seeking help from investors.
Management Qualifications
List the key members of your management team and explain why they are uniquely qualified to make the venture a success.
Seeking Investors
Explain your current sources of funds and how much additional funding is required to reach your mission. Describe what the additional funding will allow the company to do. Then, explain how the business will repay investors.
Closing Statement
Write a statement explaining how the company will grow financially through this investment and what return investors can expect to achieve. Explain how investors can exit the venture.
Management Team Plan
Key Executives
Describe the management team that will help you achieve your business goals. Explain the duties and the salary of each team member. Provide a list of benefits that each person will provide the venture including previous experience, skill sets, and personal traits.
[see Business Plan Project Worksheets 1-1, 1-2, and 1-4]
Key Advisors
Describe the advisors who will guide your management team in policy decisions. Provide a list of benefits that each person will provide the venture including their previous experience, skill sets, and