Name: ____________________________

Starting a Business

Group #

Module 3: Business Plan Outline

Review each section below and determine what information you would need for each section
and subsection.
1. Executive Summary
 Name of company
 Description of product or service offered

2. Company Overview
A. Legal structure of your company (e.g. sole proprietorship, partnership or incorporated)
B. When will your company be established?

3. Industry Analysis
A. Industry Name:
B. Industry Overview (using IBIS World and/or Euromonitor):

4. Customer Analysis
A. Target Customers
 Segmentation used:
 Target Market:

B. Customer Needs



5. Competition
A. Direct Competitors
 Name of direct competitor 1
o Description here
 Name of direct competitor 2
o Description here

B. Indirect Competitors
 Name of indirect competitor 1
o Description here
 Name of indirect competitor 2
o Description here
C. Competitive Advantages



6. Marketing Plan
A. Product/Service
B. Price
C. Promotion
D. Place

7. Operations Plan
A. Operational Processes (daily functions)
B. Milestones (setting goals)

8. Management
A. Team Members
B. Organizational Chart

CEO