‘STRATEGIC BUSINESS PLAN OUTLINE ‘This outing is ram the same soures 2 Sratagc Plan Format #3 buts much mare comerehenshs ‘and ane cul argue es more of 3 business pn than a straight forward pithy strates plan ther way, you eoimpiete this for your Business you wil bo well an the way toa planned eutcama,rathor ‘than being an acicent gana somewhere ta happen! 2. EXECUTIVE SUMMARY (3 cncice 1-2 page overview) 2. THe COMPANY 5. Corporate Culture (Guiding Piscipls) Hotoncal Direction & Results Management SITUATIONAL (SWOT) ANALYSIS | Stenaths 8. Weaknesses © Opportunities DThveats MARKET RESEARCH, A.Competiion 8 cients other MARKETING GOALS {must be measurable} Market Share Diversifction . Charnes ot dation tor your series B products) E.other -SERLICE (PRODUCT) DEVELOPMENT |. Descriptio af Services W Produers co bie OHared Pring Delivery Systems Delivery Copabitiy F Suppliers of teal lements MARKETING PLAN A Strategies & Tactics 8.cilent Segmentation Positioning2.0 Executive Summary The summary includes a concise, but complete, desciption ofthe market, the markets need, how we propose to satisfy that need and the projecte¢ financial rewards. 24 Mission Statement To provide the highest quailty components and products in the incusty. 2.2 The Enterprise HMiLight inc. has been in the electical components business for 2years. We are 2 privately held C corperation with the objecive of becoming a major partcipantin the ‘components industry, targeting small to medium size businosses. We havo boon profitable in each of cur first two years of operation and have established a strong ‘lationship with rumerous distributors throughout the southwestern US. We have established a work ethic and price in providing high quality product at very competitive prices. We have been quite successful a this by concentrating on a relatively small ‘umber of component fypes. Financial results for the last two years end the projected ‘hird year are as follows: Financial History 2003-2004 2005 (projected) Revenue '8200,000 $250,000 $690,000 ProfitBefore Tax $5,009 $57,000 $121,000 PET % 3% 16% 17% Net Profit $4,000 $40,000 $36,000 |Mfter ten months of operation, we can projectthis years revenues and P3T forthe ‘component business to double the orior year results. For the coming year we are ‘expanding cur product line to include an assembled product called Smart-Lite. This will be our firs effor at assembling a product While this process is new to us, the pctential ‘rewards are great, allowing us to price the productin the $70 - $80 range versus ‘component prices that ere in the less than $7.00 range. We are projecting the first year revenue for tis productto exceed the third year revenue for our components procucs. ‘ur current acuties, located at 12300 East 7m St, AUStIn, Tkate expected io De adequate for the fst year of producton. 2.3 Personnel Additional manufacturing personnel will be required for the components operation. Mostly new personnel will be required for he assembly operation. The three yeat projection fer personnelis shown below. Personnel Projection Yr 4 ¥r2 Yr TotalPersonnel 3. 79:99 John Smith is HiLight Inc's founder, president and CEO. He also has 100% ownership ofthe business. He was educated at Andersen University, receiving BS. and M.S. degrees in electrical enainzering. He previously held positions with Jacobsen Engineering as a development engineer and Apex Electrical as the general manager. ‘Mr. Smith tet Apex in late 1987 to found HiLight Inc. Page2Format of Business Plan + TITLE PAGE > Name of the business > Owner /Owners > Contact Details (Addresses, Phone & email etc) * EXECUTIVE SUMARY > Business ideas &Goals _: Over view of business > Marketing : Products & services being sold? > Operations : Business Location & staff > Finances : Breakeven period, finance required. ng the Business Plan . cacy Page Name and address of the company Name of the entrepreneur{s), telephone number, fax number, e-mail address, and web site address if available, Description of the campany and nature of the business. Statement of financing needed. Statement of confidentiality of repart.BUSINESS PLAN OUTLINE Elements of a Business Plan 1. Cover sheet 2. Statement of purpose 3. Table of contents I. The Business ‘A. Description of business B. Marketing C. Competition D. Operating procedures E, Personnel F. Business Insurance G. Financial data Financial Data Loan applications 3. Capital equipment and supply list Balance sheet . Breakeven analysis Pra-forma income projections (profit & loss statements) 1, Three-year summary 2. Detail by month, first year 3. Detail by quarters, second and third years 4. Assumptions upon which projections were based . Pro-forma cash flow 1. Follow guidelines for letter E. ‘hie materiale the propery of GlbalSoWve™ Managemont Services andis Page tof 30 not authored for repraucton ot dstrbuton without par wten approval trom GibalsoWve""Business Plan -sample template |. Executive summary This should summarise the plan. It should give anyone reading it with a quick and Clear idea of what you are planning to do. I should be no more than 1 page and inclide the main points that you want the reader to remember, > This section is written after the rest of the plan is complete! . Introduction; Vision, mission, values + Brief statement on the purpose and duration of the plan (Optional) some context within which the plan was produced, what informed it and the process * Mission (Overall Aim) — a Mission Statement is quite simply the aims and objectives or your organisation expressed in one or two sentences. It does not go into detail on what an organisation will specifically do, but it is a long-term statement of intent wich should reflect the purpose far which the organisation was founded (refer to Constitution's objects). Example: The empowerment of ‘single mothers in North Kensington. + AimsiStrategic Goals - set out the key priorities of the organisation, in the medium to long term. Example: To improve family relations, to campaign for better homes) ‘Sometimes organisations have separate ‘vision’ (dream scenario’) and ‘values’ (guiding principles) statements. They might also simply state their aims & objectives instead of, or in acdtion to their mission statement. Don't get stuck with terminology — as long as your organisation is clear about what you are referring to ‘and use your chosen terms consistently > Note: Once the mission statement has been established, it should not be challenged for an agreed period, except in exceptional circumstances, in ‘order to give the organisation suflicient stability to work towards ils agreed goals . Background Briof background of the organisation (why, how, when it came into being) Location; geographical area covered and target group(s) Legal status (Charty registration; company registration) ‘Some key events and characteristics of the organisation to date ‘Achievements and track record January 2007|. Executive Summary ‘An executive summary, or management summary, is @ short document or section of a document, produced for business purposes, thal summarizes a longer report or proposal or @ ‘group of related reports in such a way that readers can rapidly become acquainted with a large body of material without having to read it all You need to go over this entire document frst before writing the Executive Summary. That way, ‘you'll have thought through all the elements of your startup and be prepared fo summarize them. However keep this section in mind as you create your business plan. Introduction “Business Name" will be a Retail Store Fashion Boutique. We will be devoted to consistently providing high customer value through our professional services and clothing styles in the targeted market, “Business Name” will be the most fashionable and popular boutique in the area. We will carry beautiful designer labels for professional men and women and will also offer exclusive personal style services, which include a detailed style assessment that features different style personalities, this will ensure that our customers are always well dressed. Brand Highlights We intend to make our business a number one priority to our customers and to stand somewhere among the leading businesses of its type in the United States of America, {NX