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Outline for a Project Plan.

The following model could be used as a guide when developing a plan for your business.

Elements of a Project Plan


Cover sheet Statement of purpose/Intent Table of contents

The Business
Description of business Marketing Competition Operating procedures Personnel Business insurance G. Financial data

Financial Data
Loan applications Capital equipment and supply list Balance sheet Breakeven analysis Pro-forma income projections (profit & loss statements) Three-year summary

Financial Data
Detail by month, first year Detail by quarters, second and third years Assumptions upon which projections were based Pro-forma cash flow Follow guidelines for letter E.

Supporting Documents
Tax returns of principals Personal financial statement (all banks have these forms) In the case of a franchised business, a copy of franchise contract and all supporting documents provided by the franchiser

Supporting Documents
Copy of proposed lease or purchase agreement for building space Copy of licenses and other legal documents Copy of resumes of all principals Copies of letters of intent from suppliers, etc.

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