Immigration Consultancy Business Plan
Johntraicos
1-_Blank_Business_Plan_Template.pdf
BUSINESS PLAN
TABLE OF CONTENTS Your business plan is divided into the following sections:
! BUSINESS OVERVIEW Description of the Business 2 ........................................................................................................................................... Major demographic, economic, social and cultural Factors 2 .......................................................................................... Major Players 2 ................................................................................................................................................................ Trends in the Industry 2 .................................................................................................................................................... Government Regulations 2 .............................................................................................................................................. THE MARKET Market Segment 3 ............................................................................................................................................................ Products & Services 3 ...................................................................................................................................................... Pricing and Distribution 3 ................................................................................................................................................. Market trends 3 ................................................................................................................................................................ Implications or risk factors 3 ............................................................................................................................................. THE COMPETITION Competitors and type of competition 3 ............................................................................................................................. Competitors' Strengths and Weaknesses 3 ..................................................................................................................... Competitive advantage 4 .................................................................................................................................................
! SALES & MARKETING PLAN Customers 5 ..................................................................................................................................................................... Suppliers 5 ....................................................................................................................................................................... Advertising & promotion 5 ................................................................................................................................................ Pricing & distribution 5 ..................................................................................................................................................... Customer service policy 6 ................................................................................................................................................
! OPERATING PLAN Business location & requirements / advantages / lease details 7 .................................................................................... Equipment / technology / R&D / environmental aspects 7 ...............................................................................................
! HUMAN RESOURCES PLAN Key employees 9 .............................................................................................................................................................. Policies & procedures 9 ...................................................................................................................................................
! ACTION PLAN Action plan & timetable 10 ...............................................................................................................................................
! EXECUTIVE SUMMARY A brief description of the project, the financing required, and additional information that help explain the business plan 11 ...................................................................................
! APPENDIX: FINANCIAL PLAN The company’s financial performance both historical and projected (available in the kit Excel spreadsheet). Includes sales cost of goods sold expenses income statement balance sheet cash flow budget financial requirements perfor- mance indicators and personal status. 14 ........................................................................................................................ HOW TO PRINT THESE INSTRUCTIONS FINANCIAL PLAN (EXCEL SPREADSHEET)
BUSINESS PLAN Business OverviewSection 1
Description of the Business
Major demographic, economic, social and cultural Factors
Major Players suppliers, distributors, clients
Nature of the Industry
Trends in the Industry
Government Regulation
THE MARKET
Market Segment
Legal name:
Trading name:
Business address:
Phone:
E-mail:
Fax: !
"2
BUSINESS PLAN Business OverviewSection 1
Products & Services
Pricing and Distribution
Market Trends
Implications or Risk Factors
Planned Response
THE COMPETITION
Competitors and type of Competition
Competitors' Strengths and Weaknesses
Competitive Advantage
"3
BUSINESS PLAN Sales and Marketing PlanSection 2
Customers
Suppliers
Advertising & Promotion
NAME \ ADDRESS TERMS PRODUCT / SERVICE
1
2
3
4 ADDITIONAL INFORMATION
NAME \ ADDRESS TERMS PRODUCT / SERVICE
1
2
3
4
5 ADDITIONAL INFORMATION
"4
BUSINESS PLAN Sales and Marketing PlanSection 2
Pricing & Distribution
Customer Service Policy
"5
BUSINESS PLAN Operating PlanSection 3
Location
Size and Capacity
Advantages or Disadvantages
Lease or Ownership Details
Equipment, Furniture & Fixtures
Future Expenditures / Technology Requirements
Research and Development
Environmental Compliance
Additional Information
"6
BUSINESS PLAN Human Ressources PlanSection 4
Key Employees
POLICIES AND PROCEDURES
Hours of Operations
Number of Employees
Vacation Program
Performance Assessment
NAME OR TITLE
(Nº OF POSITIONS)
KEY
RESPONSIBILITIES QUALIFICATIONS
1
2
3
4 ADDITIONAL INFORMATION
"7
BUSINESS PLAN Human Ressources PlanSection 4
Training & Development
Remuneration and Benefits
"8
BUSINESS PLAN Action PlanSection 5
Action Plan
ACTION BY WHEN
1
2
3
4
5
6
7 ADDITIONAL INFORMATION
"9
BUSINESS PLAN Executive SummarySection 6
Objectives / Description of the Project
Business History / Nature of Operations K
Products and Services
Project Financing
Management / Advisors
Director 1
Director 2
Risk Assessment & Contingency Plan
Financial Institution
Supporting Documents
"10
