HR CS
Student ID 000000 Lastname Business Capstone Business plan Version page 9
Firstname I. Lastname
Your Title
F. Financial Statements and Projections 10
F1. Forecasted Profit and Loss Statement 10
F2. Forecasted Balance Sheet 10
G3. Estimated Capital/Investment Needs 11
A. Executive Summary
Suggested length of 1–2 pages
A1. Company Identification: Identify the company’s name and location.
A2. Mission of the Company: Describe the mission of the company.
A3. Business Goals: Discuss two business goals in support of the company’s mission.
A4. Keys to Success: Discuss three keys to success for the company.
B. Company Summary
Suggested length of 4–6 pages
B1. Industry History: Describe the history of the industry in which the company will operate.
B2. Legal Form of Ownership: Identify the legal form that the company will take.
B3. Location and Facilities: Describe the location and type of facilities needed for the company.
B4. Management Structure: Describe the management structure, including key positions and specific responsibilities.
B5. Products and Services: Describe the products and services offered by the company.
C. Market Analysis
Suggested length of 3–5 pages
C1. Target Market: Describe the target market for the company’s products and services, including the specific location, demographics, etc.
C2. Industry Analysis: Complete an industry analysis for the company, including current trends and statistics.
C3. SWOT Analysis: Complete a four-square SWOT analysis for the company in which you do the following:
a. Identify three strengths, three weaknesses, three opportunities, and three threats.
b. Explain each of the identified strengths, weaknesses, opportunities, and threats.
|
S (Strengths) 1. 2. 3.
|
W (Weaknesses) 1. 2. 3. |
|
O (Opportunities) 1. 2. 3.
|
T (Threats) 1. 2. 3. |
D. Market Strategy
Suggested length of 3–6 pages
D1. 4Ps: Discuss each of the four Ps of marketing as they relate to the company’s products and services.
D2. Price List: Develop a price list for the company’s products and services.
D3. Promotional Strategy: Develop a promotional strategy including specific tasks, target dates, and responsible parties.
D4. Sales Forecast: Develop a monthly sales forecast for the first year of operations, including a discussion of expected market conditions.
Note: The sales forecast will be used as the basis for your revenue in your financial statements.
E. Implementation Strategy
Suggested length of 1–2 pages
E1. Overall Strategy: Summarize the overall strategy that will be utilized to launch your business, including target dates and goals for implementation.
E2. Monitoring Plan: Develop a post-launch monitoring plan (e.g., financial impact, quality control, customer satisfaction, monitoring schedule) to evaluate the success of the company in meeting milestones.
F. Financial Statements and Projections
Note: Develop projected financial statements for the first year of business. You are required to use the Business Plan Financials Template. The only information entered in section F of this report should be “See attached spreadsheets”.
F1. Forecasted Profit and Loss Statement: Develop a month-by-month forecasted profit and loss statement using an estimate of revenues and operating costs based on the sales forecast.
F2. Forecasted Balance Sheet: Develop a forecasted balance sheet for the end of year one.
G. Financial Report
Suggested length of 1–2 pages
G1. Financial Projections: Summarize the financial projections and the assumptions used in estimating the financial statements.
G2. Financial Position: Describe the company’s financial position at the end of the first year.
G3. Estimated Capital/Investment Needs: Describe the company’s initial and future estimated capital/investment needs.