Business Plan Part II
Business Plan Rubric Executive Summary: Possible Point Points Earned Convinces reader that business concept is sound and __________ has a reasonable chance of success. 4 _________ Company Description: Legal form of business 1 __________ Effective date of business 1 __________ Company mission statement & vision statement 4 __________ Company location 1 __________ Immediate developmental goals 2 __________ Industry Analysis: Description of Industry – (must include data sources) 4 __________ Market Analysis: Market research – (must include data sources) includes target market analysis meaning target market is defined (size, growth potential, needs) 10 __________ Competition: Key competitors are defined 2 __________ Analysis of competitor’s strengths and weaknesses 4 __________ Marketing Plan and Sales Strategy: Key message to be communicated 2 __________ Description of how 4 P’s will be implemented 12 __________ Operations: Business facilities described 2 __________ Policies defined and analyzed 4 __________ Workforce plan defined and analyzed 4 __________ Organization chart 2 __________ Management and Organization: Key employees/principals identified and described 2 __________ Resumes of key employees, including owner are present 3 __________ Plan for identifying, recruiting and securing key participants described in plan 3 __________ Compensation and incentive plan 2 __________ Long-‐Term Development: Long term goals identified, explained and documented 2 __________ Strategy in place to take business towards goals 3 __________ Financial Statements: Type of accounting system to be used is presented and financial statements presented and fully explained (cash flow statement, income statement, balance sheet, breakeven analysis and financial ratios) Must be fully explained in terms of profitability, growth, liquidity and sustainability 11 ___________ Professional Presentation and Format: Appearance 7 ___________ Clarity and conciseness 3 ___________ Correct grammar, spelling and punctuation 5 ___________ Total Score 100 __________ Student Name:_________________________ Business Name:________________________________________