Strategic Management Paper & Business Plan
[INSERT YOUR BUSINESS LOGO]
Starbucks Business Plan for Strategic Management Case
Table of Contents
Recommendations 6
History 3 Years 7
Projections 3 Years 7
Balance Sheet Profit and loss forecast 9
Business Plan Summary
[ Please complete this page last]
[Your business summary should be no longer than a page and should focus on why your business is going to be successful. Your answers below should briefly summarise your more detailed answers provided throughout the body of this plan.]
Business name: [Enter your business name as registered in your state/territory. If you have not registered your business name, add your proposed business name.]
Business structure: [Sole trader, partnership, trust, company.]
ABN: [Registered Australian business number.]
ACN: [Registered Australian company number, if applicable.]
Business location: [Main business location]
Date established: [The date you started trading.]
Business owner(s): [List all of the business owners.]
Relevant owner experience: [Briefly outline your experience and/or years in the industry and any major achievements/awards.]
Products/services: [What products/services are you selling? What is the anticipated demand for your products/services?]
Target market:
[Who are you selling to? Why would they buy your products/services over others?]
Marketing strategy:
[How do you plan to enter the market? How do you intend to attract customers? How and why will this work?]
Vision statement:
[The vision statement briefly outlines your future plan for the business. It should state clearly what your overall goals for the business are.]
Goals/objectives:
[What are your short & long term goals? What activities will you undertake to meet them?]
[Briefly outline how much profit you intend on making in a particular timeframe. How much money will you need up-front? Where will you obtain these funds? What portion will you be seeking from other sources? How much of your own money are you contributing towards the business?]
Who they are/founded information:
Products/services: [What products/services are you selling? What is the anticipated demand for your products/services?]
Organisation chart
[Outline your business structure in the chart below.] Key Personnel, name, job title, and # of years
[Mr J Citizen
Owner/Manager]
Marketing Manager]
[Mrs Cherie Laws
Office Manager]
Receptionist]
Events
Coordinator]
[Mr Jo Stevens
Operations]
[Ms Fran Reid
Salesperson]
Figure 1: Organisation Chart. [Complete this chart or include your own.]
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Job Title |
Name |
Expected staff turnover |
Skills or strengths |
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[e.g. Marketing/ Sales Manager] |
[Mr Chris Brantley]
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[12-18 months] |
[Relevant qualifications in Sales/Marketing. At least 5 years experience in the industry. Award in marketing excellence 2007.] |
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Starbucks Business Plan 2016
Page 21
Page 1
S.W.O.T. analysis
[List each of your businesses strengths, weaknesses, opportunities or threats in the table below and then outline how you plan to address each of the weaknesses/threats.]
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Strengths |
Weaknesses |
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Opportunities |
Threats |
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- Combines a strength and weakness
Your competitors
- CPM and Verbiage
Advertising & sales
BCG Matrix and explanation
[What is your business' vision statement? It should briefly outline your future plan for the business and include your overall goals.]
[What is your business' mission statement? I.e. how will you achieve your vision?]
Recommendations
· To your company from your matrixes where they need to make improvements and fix it. Matrixes include EFE (external factor evaluation), CPM (competitive profile matrix), IFE (internal factor evaluation), Financial ratios, SWOT (Strengths, Weaknesses, Opportunities, and Threats), and BCG (Star – growth/money; ? – grow/money?; Cash cow – money/no growth; Dog – get rid of not growing or making money).
· Issues versus competitors: What are the issues and what needs to be improved?
The Future
– Recommendations to prove your point!
History 3 years
History of finances for the past 3 years
Projections 3 years
Based on recommendations for 3 years of future money
- How are they going to afford the money?
- How much will they change per year?
- Compared to SEC/Morning Star
- Financial projections better or worst?
- Down – why and what happened?
- Up - why and what happened?
- How aggressive or defensive is the company over or sustaining?
- Is there room for improvement?
Statement of where the company currently is and where they are heading in their projections?
[Double-click the table below to enter your details or attach your own Balance sheet forecast at the back of this business plan]
Profit and loss forecast
[Double-click the table below to enter your details or attach your own profit & loss sheet at the back of this business plan]
[Business Name] Business Plan [YEAR]
Page 21
Page 5
Supporting documentation
Attached is my supporting documentation in relation to this business plan. The attached documents include:
· [List all of your attachments here. These may include resumes, inventory list, survey/questionnaire and/or financial documents.].
BALANCE SHEET FORECAST2009/102010/112011/12
Current assets
Cash
Petty cash
Inventory
Pre-paid expenses
Fixed assets
Leasehold
Property & land
Renovations/improvements
Furniture & fitout
Vehicles
Equipment/tools
Computer equipment
More…
Total assets$0$0$0
Current/short-term liabilities
Credit cards payable
Accounts payable
Interest payable
Accrued wages
Income tax
More…
Long-term liabilities
Loans
More…
Total liabilities$0$0$0
NET ASSETS$0$0$0
Sheet1
| BALANCE SHEET FORECAST | 2009/10 | 2010/11 | 2011/12 |
| Current assets | |||
| Cash | |||
| Petty cash | |||
| Inventory | |||
| Pre-paid expenses | |||
| Fixed assets | |||
| Leasehold | |||
| Property & land | |||
| Renovations/improvements | |||
| Furniture & fitout | |||
| Vehicles | |||
| Equipment/tools | |||
| Computer equipment | |||
| More… | |||
| Total assets | $0 | $0 | $0 |
| Current/short-term liabilities | |||
| Credit cards payable | |||
| Accounts payable | |||
| Interest payable | |||
| Accrued wages | |||
| Income tax | |||
| More… | |||
| Long-term liabilities | |||
| Loans | |||
| More… | |||
| Total liabilities | $0 | $0 | $0 |
| NET ASSETS | $0 | $0 | $0 |
PROFIT & LOSS FORECAST2009/102010/112011/12
Sales
less cost of goods sold
More…
Gross profit/net sales$0$0$0
Expenses
Accountant fees
Advertising & marketing
Bank fees & charges
Bank interest
Credit card fees
Utilities (electricity, gas, water)
Telephone
Lease/loan payments
Rent & rates
Motor vehicle expenses
Repairs & maintenance
Stationery & printing
Insurance
Superannuation
Income tax
Wages (including PAYG)
More…
Total expenses$0$0$0
NET PROFIT$0$0$0
Sheet1
| PROFIT & LOSS FORECAST | 2009/10 | 2010/11 | 2011/12 |
| Sales | |||
| less cost of goods sold | |||
| More… | |||
| Gross profit/net sales | $0 | $0 | $0 |
| Expenses | |||
| Accountant fees | |||
| Advertising & marketing | |||
| Bank fees & charges | |||
| Bank interest | |||
| Credit card fees | |||
| Utilities (electricity, gas, water) | |||
| Telephone | |||
| Lease/loan payments | |||
| Rent & rates | |||
| Motor vehicle expenses | |||
| Repairs & maintenance | |||
| Stationery & printing | |||
| Insurance | |||
| Superannuation | |||
| Income tax | |||
| Wages (including PAYG) | |||
| More… | |||
| Total expenses | $0 | $0 | $0 |
| NET PROFIT | $0 | $0 | $0 |