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Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
Business Plan Toolkit
Your Business Name
Todays Date
Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
Contents
Page Section 3 The business at a glance 5 The business in detail 5 History 5 Products and services 6 Structure 6 SWOT analysis 7 Premises, plant and equipment 8 Information systems and telecommunications 8 Intellectual property, licenses and memberships 9 Insurances 10 Goals, milestones, strategies 10 Goals and milestones 10 Marketing 12 Sales 12 Customer management and retention 13 Pricing 14 The competitive landscape 14 The industry 14 Target market 15 The competition 19 Financial forecasts 19 Set-up costs 20 Profit and loss forecast 21 Cash flow forecast 22 Balance sheet forecast 22 Break-even analysis
Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
The Business at a glance
The Business at a glanceYour Introduction
Business Name
Owners
What we do
Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
Our Vision
Our Unique Selling Proposition
Our Products and Services
Our Target Markets
Our Goals
Capital Requirements
Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
The Business in detail
History
Your Introduction
Date EstablishedOperating History
Products and ServicesProduct 1
Product 2
Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
Product 3
Structure
Your Introduction
Business StructureKey People
SWOT Analysis
Weaknesses
Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
Strengths
ThreatsOpportunities
Premises, Plant and Equipment
Premises
Plant and Equipment
Information Systems & Telecommunication
Information Systems
Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
Telecommunication
Intellectual Property. Licenses & Membership
Registered Business Names
Domain NamesTrademark and Patents
Licenses
Membership
Insurances
Public Risk Insurance
Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
Workers Compensation
Professional Identity or Product LiabilityBusiness Assets
Fire and Property
Goals Milestones and Strategies
Goals, MilestonesGoal 1 Milestone 1
Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
Goal 2 Milestone 2
Goal 3 Milestone 3
Marketing
Goals
AdvertisingMarketing Material
Website
Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
Direct Mail
Events and Publicity
Sales
Goals
Sales TeamSales Material
Sales Techniques
Customer management and retention
Goals
Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
Management Techniques
Retention TechniquesWebsite
Pricing
Strategy
Prices
The Competitive LandscapeThe Industry
Your Summary
Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
Target MarketYour Summary
AgeGender
OccupationIncome
LocationAttitude of Key Drivers
Size of Market
Growth Potential
Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
The CompetitionYour Summary
Competitor 1Established
Market ShareValue Proposition
StrengthsWeaknesses
Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
Competitor 2Established
Market ShareValue Proposition
StrengthsWeaknesses
Competitor 3Established
Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
Market Share
Value PropositionStrengths
Weaknesses
Competitor 4Established
Market ShareValue Proposition
Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
Strengths
Weaknesses
Competitor 5Established
Market ShareValue Proposition
StrengthsWeaknesses
Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
Financial Forecasts
Set-up costs
Setting up the business
Accountants fees
Solicitor’s fees
Business Registration
Domain Name Registration
Insurance Premiums
Licenses
Workers Compensation
Setting up the Premises
Lease Deposit and advance Rent
Fitout
Utility Bonds and Connection
Stationery and Office Supplies
Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
Plant and Equipment
Equipment
Vehicles
Telecommunications
Computer and software
Starting Operations
Advertising and Promotions
Raw Materials and Supplies
Working Capital
Start-up Capital
Equity Investment
Borrowings
Total
The Result
Total Set-up cost
Surplus Funds
Borrowings Required
Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
Level 13 Regus, 167 Macquarie StreetSydney, NSW 2000, AustraliaTel. +61 419 227 539www.nickpsaila.com
Balance Sheet ForecastAssetsCurrent AssetsCashPetty CashAccounts ReceivableStockShort Term InvestmentPrepaid ExpensesLong Term InvestmentFixed AssetsLandBuildingsImprovementsEquipmentFurnitureMotor/VehiclesTotal Assets
LiabilitiesCurrent LiabilitiesAccounts PayableNotes PayableInterest PayableTaxes PayableIncome TaxSales taxPayroll AccrualLong-term LiabilitiesTotal LiabilitiesNet Assets
Owner's EquityRetained EarningsCurrent Year EarningsTotal Equity (Should Equal Net Assets
Break-even AnalysisAverage selling price per unitAverage Cost of each UnitGross Profit MarginFixed CostDollar Sales to BreakevenNumber of Unit Sales to Break even