Business Plan

Topics: Income statement, Financial statements, Management Pages: 11 (2120 words) Published: February 10, 2014
BUSINESS PLAN OUTLINE
based on
Anatomy of a Business Plan & Automate Your Business Plan

The following document provide a suggested outline of the material to be included in your business plan. Your final plan may vary according to your specific needs or individual requirements of your lender or investor. I. COVER SHEET: Serves as the title page of your business plan. y

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Name, address, and phone number of the company.
Name, title, address, phone number of owners/corporate officers. Month and year your plan was prepared.
Name of preparer.
Copy number of the plan.

II. EXECUTIVE SUMMARY (or Statement of Purpose)
This is the thesis statement and states business plan objectives. Use the key word approach(who, what, where, when, why, how, how much) to summarize the following:
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Your Company (who, what, where, when).
Who your management is and What their strengths are.
What your objectives are and Why you will be successful.
If you need a financing, why you need it, how much you need and how you intend to repay the loan or benefit the investor.

Note: Do not write the executive summary (statement of purpose) until you have completed your business plan! It is a summary and reflects the contents of the finished plan.

III. TABLE OF CONTENTS (Quick reference to major topics covered in your plan)

IV. PART I: THE ORGANIZATIONAL PLAN
What is included? This section should include a "summary description of your business" statement followed by information on the "administrative" end of your company.
A. SUMMARY DESCRIPTION OF THE BUSINESS

In a paragraph or two give a broad overview of the nature of your business, telling when and
why the company was formed. Then complete the summary by briefly addressing:
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mission (projecting short- and long-term goals)
business model (describe your company's model and why it is unique to your industry)
strategy (give an overview of the strategy, focusing on short- and longterm objectives) strategic relationships (tell about any existing strategic relationships) SWOT Analysis (strengths, weaknesses, opportunities, and threats that your company will face, both internal and external)

B. PRODUCTS OR SERVICES
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If you are the manufacturer and/or wholesale distributor of a product: Describe your products. Tell briefly about your manufacturing process. Include information on suppliers and availability of materials. If you are a retailer and/or an e-tailer: Describe the products you sell. Include information about your sources and handling of inventory and fulfillment.

If you provide a service: Describe your services List future products or services you plan to provide.

C. INTELLECTUAL PROPERTY
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Address Copyrights, Trademarks, and Patents
Back up in Supporting Documents with registrations, photos, diagrams, etc.

D. LOCATION
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Describe your projected or current location.
Project costs associated with the location.
Include legal agreements, utilities forecasts, etc. in Supporting Documents.

Note: If location is important to marketing, cover in Part II - The Marketing Plan.
E. LEGAL STRUCTURE
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Describe your legal structure and why it is advantageous for your company.

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List owners and/or corporate officers describing strengths (include resumes).

F. MANAGEMENT
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List the people who are (or will be) running the business.
Describe their responsibilities and abilities.
Project their salaries.
(Include resumes in Supporting Documents)

Note: If you are focusing on "total quality management" (TQM), you may wish to combine Sections F & G and address it at this point! G. PERSONNEL
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How many employees will you have in what positions?
What are the necessary qualifications?
How many hours will they work and at what wage?
Project future needs for adding employees.

H. ACCOUNTING & LEGAL
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Accounting: What system will you set up for daily...
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