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Business Plan Template

Chapter with Topic

1. Executive Summary
2. Vision and Mission Statement
3. Company History ( For existing Business only)
4. Business and Industry Profile
5. Competitor Analysis
6. Development of Business Strategies
7. Products / Services Proposal
8. Marketing Strategies
9. Location and Layout Plan
10. Plan of Operation
11. Description of Management Team
12. Loan and Investment Proposal
13. Financial Forecast
Executive Summary
If the executive summary doesnt succeed, your business plan will never sell
investors. We recommend that you write the summary first and use it as a
template for the plan as a whole. Since one of its primary functions is to
capture the investors attention, the summary should be no longer than two
pages. The shorter the better.
a) Company Name, Address and Phone numbers
b) Name, phone numebers of all key people
c) Brief discription of business, its products and services, and customer
problems they solve
d) Brief overview of the market for your product and services
e) Brief overview of the Strategies that will make your firm a success
f) Brief discription of mangerial and technical experience of key people
g) Brief statement of financial request and how the money will be used
h) Charts and tables showing highlights of financial forcast.

Vision and Mission Statement

a) Entrepreneurs vision for the company
b) Company goals and objectives
a) Operational
b) Financial
c) Others
c) What business are we in?
d) Values and principles on which the business stands
e) What makes the business unique? What is source of competitive

Description of Management Team

A. Form of ownership chosen and reasoning
B. Company structure ( organization chart)

C. Decision making authority

D. Compensation and benefits package
E. Describe their responsibilities and abilities.
F. Project their salaries.

Company History ( For existing Business only)


Compnay founding
Promoters and Shareholders
Financial and operation highlights
Significants achievements

Business and Industry Profile

A. Industry analysis
a) Industry background and overview
b) Significant trends
c) Growth rate
d) Key success factors in the Industry
B. Outlook for the future stages of growth ( Start-up, growth and
C. Major players in the market
D. Market size
E. The gap in the market

Competitor Analysis
A. Existing competitors
a) Who are they? Creat a complete competitive profile matrix
b) Strength
c) Weakness
B. Potiential competitors
a) Profile of key players (company size, turnover, profitability etc) and their market
b) Impact on your business if they enter
c) What are the competing products and services?
d) Advantages and disadvantages of the competitors offerings

Devlopment of Business Strategies

A. Desired image and position in market
B. SWOT analysis
a) Strength
b) Weakness
c) Oportunities
d) Threats

Products / Services Proposal

A. Description
a) Product or service features
b) Customers benefits

c) Warranties and guarantees

d) Uniqueness
B. Patent or Trademark protection
C. Description of production process ( if applicable)
a) Raw materials and key suppliers
b) Costs
c) Benefits and Features
d) Unique selling points
e) Advantages to customers
f) Future developments
g) Future product / service offering

Marketing Plan
A. Target Market
a) Complete demographic profile
b) Other significant customer characteristics
c) Size of each market segment
d) Characteristics of potential customers in each segment
B. Customers motivation to buy
C. Market size and trends
a) How large is market ?
b) Is it growing or shrinking? How fast?
D. Advertising and promotion
a) Media used- Reader, viewer and listener profile
b) Advertising where, when, how and to whom
c) Media cost
d) Frequency of usage
e) Plan for generating publicity
E. Pricing
a) Cost variable- Fixed and variable
b) Desired Image in market
c) Comparison against competitors prices
F. Distribution strategy
a) Channel of distribution
b) Sales techniques and incentives

Operation Plan
A. Location
a) Demographic analysis of location vs target customer profile
b) Logistics
c) Lease or rental rates
d) Labor need and supply
e) Wages rate
f) Materials required
g) Customer availability
B. Layout
a) Size requirements
b) Layout Plan
C. Key managers and employees
a) Their background
b) Experience, Skills, and know- how they bring to company


Premises and Equipment

Production facilities
Costs involved

Financial Plan
A. Capital reqiered
B. Sources of funds
1. Bank loans
2. Relatives and friends
3. Grants or loans from other agencies
4. Promoters funds etc.
C. Use of funds
D. Repayments or cash out schedules
E. Projected revenue
F. Timetable for implementing plan and launching the business
G. Financial Statements
a) Income statement
b) Balance sheet
c) Cash flow statement
H. Break even analysis
I. Ratio anlysis with comparison to industry standards.