BUSINESS PLAN
                OUTLINE


Here's a basic business plan outline, which we used for our own plan.  We'll be adding other plans in the future.

 

You can use a number of formats for writing a business plan, and the particular elements to include depend on your business and whether you are a start-up or have a history.  Here's the outline which we have used for a number of plans.  It's adapted from the categories suggested to us by a VC broker and the sample plans provided Business Plan Pro, whose software we used in formatting our financials.  We also use this software in  plan for clients and creating many of the charts and graphs that help create a compelling presentation for your business.

 

Executive Summary
     Objectives

     Mission
     Keys to Success

 

Company Summary

     Company Ownership

     Company History

     Company Location and Facilities

 

Products and Services

     Product and Service Description

     Competitive Comparison

     Sales Literature

     Fulfillment

     Technology

     Service and Support

     Future Products and Services

 

Market Analysis Summary

     Market Segmentation

     Customer Profile

     Target Market Segment Strategy

     Service Business Analysis

     Business Participants

     Distributing a Service (or Product)

     Competition and Buying Patterns

     Main Competitors

 

Strategy and Implementation Summary

     Strategy Pyramids

     Value Proposition

     Competitive Edge

     Marketing Strategy

     Pricing Strategy

     Promotion Strategy

     Advertising

     Public Relations

     Distribution Strategy

     Sales Strategy

     Sales Programs

     Strategic Alliances

 

Management Summary

      Organizational Structure

      Management Team

      Management Team Gaps

      Personnel Plan

 

Financial Plan

      Important Assumptions

      Key Financial Indicators

      Break-Even Analysis

      Monthly Projected Profit and Loss

      Projected Cash Flow

      Projected Balance Sheet

      Capital Requirements

      Risk

 

Conclusion

 

Appendix (some possible things to include)

     Web Site Pages

     Flyers and Advertising

     Current Service and Operations

     Processing Orders

     Product Strategy

     Research and Development