how to create a business plan by score

SCORECharlotte Chapter

BUSINESS PLAN OUTLINE



I. STATEMENT OF PURPOSE or MISSION OF BUSINESSII. THE BUSINESSIII. THE MARKETIV. THE PRODUCT OR SERVICEV. THE COMPETITIONVI. MARKETING STRATEGYVII. OPERATIONSVIII. MANAGEMENTIX. FINANCIAL DATAX. SUPPORTING DOCUMENTATION



I. STATEMENT OF PURPOSE or MISSION OF BUSINESS



III. THE MARKET

A. How many total dollars are generated currently, potential for growth, trends, etc.

B. Estimate of sales for first three years

C. Who are your potential customers (include demographic data)

D. Advantage over competitors (service, quality, convenience, technology, uniqueness, price, etc.)



IV. THE PRODUCT OR SERVICE

A. Description of product or serviceB. Features & benefits of use to customerC. Use of new technology or innovationsD. System / process to obtain customer feedback



V. THE COMPETITION

A. List of competitors and their locations

B. Assessment of their respective strengths & weaknesses



VI. MARKETING STRATEGY

A. Methods to identify potential customersB. Profile of customers targetedC. Pricing strategyD. Sales Strategy

1. Advertising & promotion2. Customer retention programs

(repeat sales)



VII. OPERATIONS

A. Start-up DateB. Organizational StructureC. Space RequirementsD. Capitol equipment needsE. Training needs (personal & employees)F. Personal & employee salary / wages



VIII.MANAGEMENT

Resume (1 page)



IX. FINANCIAL DATA

A. Cash flow analysis (12 to 36 months)1. Include 3 to 6 months operating

capital2. Monthly for first year. Quarterly

thereafter

B. Funding1. Owner contribution2. Amount of loan needed3. How loan proceeds will be spent

(purchase or lease of business site, equipment, supplies, operating

capitol, etc.)



X. SUPPORTING DOCUMENTATION

A. Location or store plans B. Product / service brochures

how to create a business plan by score

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