Business Plan Template s1
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TABLE OF CONTENTS Your business plan is divided into the following sections: Business Overview Description of the business__2 Products & services___3 Major demographic, economic, Pricing and distribution_3 social and cultural factors_____2 Market trends______3 Major players (suppliers, Implications or risk factors_3 distributors, clients)____2 Competitors and type of Nature of the industry___2 competition______3 Trends in the industry:__2 Competitors' strengths Government regulations_2 and weaknesses_____3 Market segment ______3 Competitive advantage ______3 Sales & Marketing Plan Customers______4 Pricing & distribution__4 Suppliers______4 Customer service policy Advertising & promotion____4 ______4
Operating Plan Business location & requirements / advantages / lease details______5 Equipment / technology / R&D / environmental aspects______5
Human Resources Plan Key employees______6 Policies & procedures______6
Action Plan Action plan & timetable______7
Executive Summary A brief description of the project, the financing required, and additional information that help explain the business plan______8
APPENDIX: Financial Plan The company’s financial performance, both historical and projected. Includes sales, cost of goods sold, expenses, income statement, balance sheet, cash flow budget, financial requirements, performance indicators, and personal status.
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File: 0f580f00cb8f5edf8620cd2734ebbaee.doc LEGAL NAME
TRADING NAME BUSINESS ADDRESS
PHONE FAX E-MAIL
DESCRIPTION OF THE BUSINESS
MAJOR DEMOGRAPHI C, ECONOMIC, SOCIAL AND CULTURAL FACTORS
MAJOR PLAYERS (suppliers, distributors, clients)
NATURE OF THE INDUSTRY
TRENDS IN THE INDUSTRY
GOVERNMENT REGULATIONS
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File: 0f580f00cb8f5edf8620cd2734ebbaee.doc THE MARKET MARKET SEGMENT
PRODUCTS & SERVICES
PRICING AND DISTRIBUTI ON
MARKET TRENDS
IMPLICATIONS OR RISK FAC TORS
PLANNED RESPONS E
COMPETITION COMPETITORS AND TYPE OF COMPETITI ON
COMPETITORS' STRENGTH S AND WEAKNESS ES
COMPETITIVE ADVANTAG E .
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File: 0f580f00cb8f5edf8620cd2734ebbaee.doc CUSTOMERS NAME/ADDRESS TERMS PRODUCT/SERVICE 1 2 3 4
ADDITIONAL INFORMATION
SUPPLIERS NAME/ADDRESS TERMS PRODUCT/SERVICE 1 2 3 4 5
ADDITIONAL INFORMATION
ADVERTISING & PROMOTI ON
PRICING & DISTRIBU TION
CUSTOMER SERVICE POLICY
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File: 0f580f00cb8f5edf8620cd2734ebbaee.doc LOCATION SIZE AND CAPACITY
ADVANTAGES OR DISADVANTAGES
LEASE OR OWNERSHIP DETAILS
EQUIPMENT, FURNITURE & FIXTURES
FUTURE EXPENDITU RES / TECHNOLO GY REQUIREM ENTS
RESEARCH AND DEVELOPM ENT
ENVIRONMENTAL COMPLIAN CE
ADDITIONAL INFORMATI ON
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File: 0f580f00cb8f5edf8620cd2734ebbaee.doc KEY NAME OR TITLE KEY EMPLOYE (Nº OF POSITIONS) RESPONSIBILITIES QUALIFICATIONS ES 1 2 3 4
ADDITIONAL INFORMATION
POLICIES & PROCEDURES
HOURS OF OPERATIONS
NUMBER OF EMPLOYEES
VACATION PROGRAM
PERFORMANCE ASSESSMENT
TRAINING & DEVELOPMEN T
REMUNERATION AND BENEFITS
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File: 0f580f00cb8f5edf8620cd2734ebbaee.doc ACTION PLAN ACTION BY WHEN 1 2 3 4 5 6 7
ADDITIONAL INFORMATION
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File: 0f580f00cb8f5edf8620cd2734ebbaee.doc OBJECTIVES / DESCRIPTI ON OF THE PROJECT
BUSINESS HISTORY / NATURE OF OPERATIO NS
PRODUCTS AND SERVICES
PROJECT FINANCING
MANAGEMENT / ADVISORS Director 1
Director 2
RISK ASSESSME NT & CONTINGE NCY PLAN
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File: 0f580f00cb8f5edf8620cd2734ebbaee.doc FINANCIAL INSTITUTI ON
SUPPORTING DOCUME NTS
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File: 0f580f00cb8f5edf8620cd2734ebbaee.doc APPENDIX FINANCIAL PLAN
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File: 0f580f00cb8f5edf8620cd2734ebbaee.doc