Professional Documents
Culture Documents
Process Flow
Self-Analysis: Are you Entrepreneurial?
Importance
Reference or important tool in obtaining financing A guide for policy formulation A guide to determine the viability of the business in a designated market A guide in implementing the project or business An overall guide for the owner of the business
COVER PAGE
Name of company Address, fax, phone, email, web Logo Picture of product if applicable Confidentiality report
THINGS TO CONSIDER
EXECUTIVE SUMMARY
Owners vision for the business Company history if any very brief What is the business area? What is the current stage of development? What is unique about the product or service? What form of organization? Key management. Key support groups Overview of marketing plan Competitors How much funding is needed? How much is already invested? How long to break even? Debt or equity? Contribution to economy?
MARKETING PLAN
Industry profile Competition profile Customer profile Pricing profile Gross margins on products Market penetration Advertising and promotion Packaging and labeling Service and warranties Trade shows Future markets
FINANCIAL PLAN
Assumptions Cash flow projections Profit and Loss statement Balance Sheet
GROWTH PLAN
New offerings to market Capital requirements Personnel requirements
APPENDIX
Detailed resume of the management team Copies of patents, etc Actual documents of partnership, corporate bylaws, etc Copies of product or service brochures Reference letters Market studies Map showing location of the business Last three years tax returns and any other historical financial information Others
Form of business Business name Capability profile Organizational chart Recruitment and hiring Office space requirement PrePre-operating activities PrePre-operating expenses
Fixed Assets
columns: Item, Unit price, Quantity, Total
Sources of Fixed Assets Maintenance and Repair Shop Location and Layout Personnel requirement
columns: Position, Qualification, Salary
Production Expenses
columns: Item, Cost
Target market
Class A
Class B
Class C
Class D
Class E
Location of Business Total Demand Current Supply DemandDemand-Supply Gap Target Market Share (%) Main Competitors Strategies
columns: (1) Competitor (2) Strategies
Selling Expenses
V. Financial Plan
Project Cost
columns: Particulars, Equity, Loan, Total
Projected Cash Flow Projected Income Statement Projected Balance Sheet Financial Analysis (Liquidity, Solvency & Profitability)