businss plan
TRANSCRIPT
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Business Plan Format1. Executive summary
a) Company name, address, and phone number.
b) Name of key personnel.
c) Brief description of the business, its products and services,and the customers problems they solve.
d) Brief overview of the market for your products andservices.
e) Brief overview of the strategies that will make your firm asuccess.
f) Brief description of managerial and technical experienceof key people.
g) Brief statement of the financial request and how the moneywill be used.
h) Charts and tables showing highlights of financial forecast.
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2. Vision and Mission statement
a) Entrepreneur vision for the company.
b) what business we are in?
c) Values and principles on which thebusiness stands.
d) What makes the business unique?
What is the source of competitive
advantage.
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3. Company history for (existing
business only)
a) Company founding.
b) Financial and operational highlights.c) Significance achievements.
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4. Business and industry profile
A) Industry analysis
a) Industry background and overview
b) Significant trends.c) Growth rate.
d) Key success factors in the
industry.
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B) Outlook for future
C) Company goals and objectives
a) Operational
b) Financial
c) others
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5. Business strategy
A. Desired image and position in market.
B. SWOT analysis
C. Competitive strategy
a) Cost leadership
b) Differentiation
c) focus
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6. Company products and servicesA. Descriptiona) Product and services features
b) Customer benefits
c) Warranties and guaranties
d) UniquenessB. Patent or trade mark protection
C.Description of product process
a) Raw material
b) Costsc) Key suppliers
D. Future product or service offerings
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7. Marketing strategy
A. Target marketa) Complete demographic profile
b) Other significant customer
characteristicsB. Customers motivation to buy
C. Market size and trends
a) How large is the market?
b) Is it growing or shrinking? How fast?
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8. Advertising and promotion
A. Media used- reader, viewer, listener
profiles
B. Media costs
C. Frequency of usages
D. Plans for generating publicity
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9. Pricing
A. Cost structure
a) Fixed
b) Variable
B. Desired image in market
C. Comparison against competitors price.
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10.Distribution strategy
A. Channel of distribution
B. Sales techniques and incentives
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11. Location and layout
A. Locationa) Demographic analysis of location versus target
customer profile
b) Traffic count
c) Lease/ rent rates
d) Labor needs and supplye) Wage rate
B. Layout
a) Size requirement
b) American with disability acts
c) Layout plan
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12. Competitor analysis
A. Existing competitors
a) Who are they/ profile
b) Strengths
c) Weaknesses
B. Potential competitors
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13.Description of management team
A. Key managers and employees
a) Their backgrounds
b) Experience, skills and know how they
bring
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14. Plan of operationA. Form of ownership
B. Company structure
C. Decision making authority
D. Compensation and benefits analysis
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15. Financial forecast
A. Financial statements
a) Income statement
b) Balance sheetc) Cash flow statement
B. Break even analysis
C. Ratio analysis
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16.Loan and investment proposal
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Example of a chart
1st Qtr
2 Qtr 3r Qtr
4t Qtr
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Picture slide
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Examples of default styles
Text and lines are like
this
Hyperlinks like this
Visited hyperlinks likethis
Table
Text box
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