Business plan
A Typical Business Plan
A 1-2 page summary of the most important points in your plan.
May be the most important part of your business plan.
Your Fact Sheet summarizes the basic information that relates to the venture and is designed to catch the interest of the reader!
A list of the major headings and sub-headings contained in your plan.
Provide identifying information about you and your proposed business. Name, address and contact numbers for the business as well as key company contacts.
Introduce your business plan to the reader
Outline the major features that may be of interest
1.
Letter of Transmittal
2.
Title Page
3.
Table of Contents
4.
Executive Summary
& Fact Sheet
Business Plan Contents
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A Typical Business Plan (Continued)
5.
Body of the Plan
History and current situation of your company
Goals and objectives for the business
Principal characteristics and trends in the industry that will impact your company. What problem are you ultimately going to solve?
Detailed description of your product or service
Outline stage of development and proprietary position
Describe the profile of your principal target customers. Indicate current market size, trends, and seasonal patterns. What percentage of the market are you going to achieve? Why is this reasonable?
Assess the nature of your competition.
Estimate your expected sales and market share.
Company and the Industry
Product-Service Offering
Market Analysis
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A Typical Business Plan (Continued)
Detail the marketing strategy you plan to use
Describe your marketing plan insofar as your sales strategy, advertising and promotion plans, pricing policy, and channels of distribution. This should answer the key question regarding how your are going to achieve your revenue targets.
Your Marketing Plan
Outline of the development status of your product and what is still required to get it to a market-ready state
Are there regulatory, testing or other requirements that still have to be met? What role will your “lead customers” play?
Your Development Plan
Outline the operating side of your business
Describe your location, kind of facilities, space requirements, capital equipment needs, and labor requirements
Your
Production/Operations
Plan
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5.
Body of the Plan
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A Typical Business Plan
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Present an overall schedule indicating what needs to be done to launch your business and the timing required to bring it about
Discuss the major problems and risks that you will have to deal with as well
Your Implementation
Schedule
Identify your key management people, their responsibilities and their qualifications
Indicate the principal shareholders of the business, your principal advisors and the members of your Board of Directors / Advisors.
Your Management
Team
5.
Body of the Plan
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A Typical Business Plan
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Indicate the type and amount of financing you are looking for and how the funds will be used.
Outline your proposed terms of investment, the potential return to the investor (IRR), and what benefit is being provided.
Provide an overview of the current financial structure of your business.
Prepare realistic financial projections that reflect the effect of financing. Include:
Cash flow forecasts
Pro forma profit and loss statements
Pro forma balance sheet
Breakeven analysis
Sensitivity Analysis
Your Financial Plan and
Risks / Mitigation Strategies
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5.
Body of the Plan
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6.
Appendices
Supporting material for your plan including:
Detailed resumes of the management team.
Product literature and photographs.
Names of possible customers and suppliers.
Consulting reports and market surveys.
Copies of legal documents.
Publicity material.
Letters of reference.
References.
A Typical Business Plan
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