[XX/XX/XX] NAME] BUSINESS [INSERT PLAN BUSINESS

[The following document is a business plan template created by www.injust5.com. Refer to our Terms of Use before using this
template: http://www.injust5.com/terms-of-use-privacy/

Instructions for this document are in parentheses [ or ] or in red and should be deleted before finalisation. You should add your
own information as prompted and replace any placeholders such as XX/XX/XX for date with your date or data.

Refer to: http://www.injust5.com/2016/02/20/the-business-plan/

for further details and instructions as needed.]

BUSINESS DESCRIPTION

[Detail here your business idea, your personal and business goals and a description of the business itself.]

The business idea is as follows:

Our overarching vision is to:

Goals and objectives

My business goals include:

My personal goals include:

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Our Products/Services will include:

Location

[Insert location details]

Proposed operating hours

[Insert operating hours]

Ownership:

OWNER PERCENTAGE OWNED KEY SKILLS, ROLE IN THE BUSINESS

EXPERIENCE & QUALS

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Business structure:
[Detail which structure you are using eg. Sole trader, company etc).

LEGALITIES

REQUIREMENTS DETAILS STATUS

Insurances
Licences
Regulations
Key legislation
International/National
Standards
Contracts (suppliers,
customers either)
Patents/Intellectual Property

PRODUCTION
[Include any details of where and how your product will be manufactured and shipped if relevant]

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SWOT ANALYSIS
[Refer to: http://www.injust5.com/2016/06/25/market-research-swot-analysis-free-template-handout-video/]

INTERNAL ENVIRONMENT EXTERNAL ENVIRONMENT

STRENGTHS WEAKNESSES OPPORTUNITIES THREATS

[Insert one strength in
each cell using the
internal factors list on
the right for guidance]
[Insert one
[Insert one threat in
[Insert one weakness opportunity in each
each cell using the
in each cell using the cell using the
external factors list
internal factors list on external factors list
on the right for
the right for guidance] on the right for
guidance]
guidance]

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 COMPETITOR ANALYSIS
[Refer to: http://www.injust5.com/2016/06/25/competitor-analysis-small-business-free-handouts-video/ ]

THEIR
PRODUCT THEIR POINT OF THEIR WHY THEY
S/ MARKET DIFFERENC THEIR THEIR WEAKNESSE ARE A WHAT YOU
COMPETITOR SERVICES SHARE E MARKETING STRENGTHS S COMPETITOR CAN OFFER

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Point-of-difference

Our unique selling point is:

Growth opportunities

[Detail any potential growth opportunities]

Industry description and outlook

Industry description and outlook

[Describe the industry you are in (e.g. age, present structure, size in terms of $ and volume) and any major trends (both past and
future) affecting your industry]

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MARKETING STRATEGY

Marketing goal(s)
[what specifically do you want to achieve from your marketing plan?]

Our primary target market customer profile

[include demographical and other info on customer]

Our secondary target markets customer profiles

[include demographical and other info on customer]


Pricing
[What pricing structures will you be using and why? Will your pricing structure change in the future?]

Distribution
[what channels will you be using to distribute your products or services?]

Advertising and promotion

[what specific paid and non-paid activities will you undertake?]

Stakeholders
[who can you engage as potential partners, suppliers, ambassadors who can help encourage sales? Who could
detrimentally affect your sales and how will you engage them?]

Evaluation
[how will you monitor and measure the success of your marketing activities?]

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FINANCES

[You will need to include a start-up budget and ongoing costs to run your business, as well as forecasts for future income and
spending.

The specific items you may include are:

Start-Up Budget

Annual Profit Budget Year 1 and 2

Cash Flow Forecast including projected cash flow by quarter

Balance Sheet forecasted opening balance sheet and year-end balance sheet

Break-Even Analysis.

Use our FREE budgeting templates to forecast your sales and costs as well as your break-even point. Then attach the
completed documents to this business plan]

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Risk management

Detail below internal and external scenarios that may directly affect your business:

(Use the following for Likelihood and impact. L = low, VL = very low, M = medium, H = high, VH = very high)
Likelihood

Priority
Impact
Risk
Preventative action Contingency plans
description

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HUMAN RESOURCES

KNOWN EMPLOYEES POSITION KEY SKILLS, ROLE IN THE BUSINESS

EXPERIENCE & QUALS

[Include an organisational chart include details of whether part-time, full-time, casual, permanent or contract]

Wages estimate
[Insert details of wages and salaries estimates]

Employee conditions and awards

[Insert details of employee conditions and awards]

Training and development

[Insert details of any planned or required training and development activities]

WORKPLACE HEALTH, ENVIRONMENT AND SAFETY

[Insert details of workplace environment, health and safety requirements]

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EQUIPMENT AND ASSETS

EQUIPMENT NEEDED DETAIL STATUS

IT Hardware
Office equipment

STOCK AND INVENTORY (FOR PRODUCTS)

STOCK/INVENTORY DETAIL STATUS

SYSTEMS

KEY SYSTEMS DETAIL STATUS

Point of Sale
Accounting and payroll
Warehousing
Logistics
Customer management

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