TABLE OF CONTENTS

Your business plan is divided into the following sections:

Business Overview
Description of the business____2
Major demographic, economic,
social and cultural factors_____2
Major players (suppliers,
distributors, clients)__________2
Nature of the industry________2
Trends in the industry:________2
Government regulations______2
Market segment ____________3
Sales & Marketing Plan
Customers_________________4
Suppliers__________________4
Advertising & promotion______4
Products & services_________3
Pricing and distribution_______3
Market trends______________3
Implications or risk factors____3
Competitors and type of
competition________________3
Competitors' strengths
and weaknesses____________3
Competitive advantage
_________________________3
Pricing & distribution_________4
Customer service policy
_________________________4

Operating Plan
Business location & requirements / advantages / lease details_______5
Equipment / technology / R&D / environmental aspects____________5

Human Resources Plan

Key employees______________6 Policies & procedures________6

Action Plan
Action plan & timetable________7

Executive Summary
A brief description of the project, the financing required, and
additional information that help explain the business plan__________8

APPENDIX: Financial Plan

The company’s financial performance, both historical and
projected. Includes sales, cost of goods sold, expenses,
income statement, balance sheet, cash flow budget, financial
requirements, performance indicators, and personal status.

PAGE 1
 LEGAL NAME

TRADING
NAME
BUSINESS
ADDRESS

PHONE FAX
E-MAIL

DESCRIPTION OF
THE BUSINESS

MAJOR
DEMOGRAPHI
C, ECONOMIC,
SOCIAL AND
CULTURAL
FACTORS

MAJOR PLAYERS
(suppliers,
distributors,
clients)

NATURE OF THE
INDUSTRY

TRENDS IN
THE INDUSTRY

GOVERNMENT
REGULATIONS

PAGE 2
THE MARKET
MARKET
SEGMENT

PRODUCTS
&
SERVICES

PRICING AND
DISTRIBUTI
ON

MARKET TRENDS

IMPLICATIONS
OR
RISK FAC
TORS

PLANNED
RESPONS
E

COMPETITION
COMPETITORS
AND TYPE
OF
COMPETITI
ON

COMPETITORS'
STRENGTH
S AND
WEAKNESS
ES

COMPETITIVE
ADVANTAG
E
.

PAGE 3
 CUSTOMERS NAME/ADDRESS TERMS PRODUCT/SERVICE
1
2
3
4
ADDITIONAL INFORMATION

SUPPLIERS NAME/ADDRESS TERMS PRODUCT/SERVICE

1
2
3
4
5
ADDITIONAL INFORMATION

ADVERTISING
&
PROMOTI
ON

PRICING
&
DISTRIBU
TION

CUSTOMER
SERVICE
POLICY

PAGE 4
 LOCATION
SIZE AND CAPACITY

ADVANTAGES OR DISADVANTAGES

LEASE OR OWNERSHIP DETAILS

EQUIPMENT,
FURNITURE
&
FIXTURES

FUTURE
EXPENDITU
RES /
TECHNOLO
GY
REQUIREM
ENTS

RESEARCH AND
DEVELOPM
ENT

ENVIRONMENTAL
COMPLIAN
CE

ADDITIONAL
INFORMATI
ON

PAGE 5
 KEY NAME OR TITLE KEY
EMPLOYE (Nº OF POSITIONS) RESPONSIBILITIES QUALIFICATIONS
ES 1
2
3
4
ADDITIONAL INFORMATION

POLICIES & PROCEDURES

HOURS OF
OPERATIONS

NUMBER OF
EMPLOYEES

VACATION
PROGRAM

PERFORMANCE
ASSESSMENT

TRAINING &
DEVELOPMEN
T

REMUNERATION AND
BENEFITS

PAGE 6
ACTION PLAN ACTION BY WHEN

1
2
3
4
5
6
7

ADDITIONAL INFORMATION

PAGE 7
 OBJECTIVES /
DESCRIPTI
ON OF THE
PROJECT

BUSINESS
HISTORY /
NATURE OF
OPERATION
S

PRODUCTS AND
SERVICES

PROJECT
FINANCING

Director 1

Director 2

RISK
ASSESSME
NT &
CONTINGE
NCY PLAN

PAGE 8
 FINANCIAL
INSTITUTI
ON

SUPPORTING
DOCUME
NTS

PAGE 9
 APPENDIX
FINANCIAL PLAN

PAGE 10