CHAPTER OUTLINE CONTENT

Cover Page Should include the name of the business, its email address, its
phone number, and the contact information for the lead
entrepreneur.
Approval Sheet
Table of Contents Should list the main sections, subsections, and appendices to the
plan along with their corresponding page numbers.
I Executive Summary
Problem A summary of the problem you are solv ing and an identifiable
need in the market you are filling.
Solution (Product and Serv ice) A description of the product or service you will provide to solve the
A. Features problem.
B. Benefits
Target Market A defined customer base who will most likely purchase the
product or service
Location Where will the business be located.
Competition The current alternatives or substitutes in the market that you and
your business will be competing against. What is your competitiv e
adv antage
Management Business Entity Type and w ho makes up the management team
and why will they make a success of the v enture?
Financial Summary Key highlights of your financial plan that cov ers costs, sales, and
profitability.
Funding Requirements A brief outline of the amount of money you will need to start your
business. I nclude this if you plan on pitching to inv estors.
Objectiv es Specific objectives you plan to hit.
II Company Overview
I ntroduction *must include the type of business entity*
Mission Statement What is your business?
Vision Statement What do you want to become?
Product and Serv ices What is your brand? Describe in depth your products or services.
What do you offer? You should be able to describe what it is that
you are selling, as well as identify what makes your product or
serv ice unique
Goals and Objectiv es What do you want to accomplish and how would you attain them?
III Opportunity
Problem Worth Solv ing A thorough description of the problem or pain point you intend to
solv e for your customer base.
 Our Solution (The Product) A thorough description of your proposed product or serv ice that
allev iates the problem of your customer base
Validation of Problem and Solution Any data or relativ e information that supports your solution. I f
you’v e already run tests that v erify your idea, this is the place to
include your results.
Roadmap/Future Plans A list of steps taken so far, along with an outline of steps you plan
to take in establishing or growing your business.
IV Marketing Aspect
I ntroduction
Market Segmentation Potential groups of customers separated by specific
characteristics.
Target Market Segment Strategy Your ideal customer group that would be most likely to benefit from
your business.
Market Needs A description of how your target market is not effectively served
and how your business fulfills a need
Market Trends How consumers in your target market tend to act including
purchasing habits, financial trends, and any other relevant factors.
Market Growth The perceived potential increase or decrease in the size of your
target market.
Competition A list of potential competitors. I dentifying the competition isn’t
always obv ious and it may take some digging on your part
Competitors and Alternatives A list of potential indirect competitors that provide products or
serv ices that are alternatives to your business.
Our Adv antages The strategic adv antage(s) that makes your target market more
likely to choose you ov er the competition.
Marketing Plan An outline of your marketing and adv ertising strategy including
costs, adv ertising channels, and goals.
Sales Plan An estimate of the number of sales you anticipate based on
market conditions, capacity, pricing strategy, and other factors
Technology An explanation of any new technology that defines your business.
Milestones A detailed roadmap of specific goals and objectiv es you plan to
achiev e that will help you manage and steer your business.
VI Technical Aspect
I ntroduction
Production and Operation Strategy and Plan The detailed production and operation plan; including costs
Operation Schedule Detailed Operation Schedule; including holidays, total number of
operating days in a month and for a year.
 Materials, Machineries and Equipment
Location and facilities
VII Management Aspect
I ntroduction
Pre-Operating Period
The Organizational Structure
Duties and Responsibilities
Wage and Compensation Package
VIII Financial Aspect
I ntroduction
Sources and Uses of Funds Statement
Assumption Sheets
Projected I ncome Statement
Projected Balance Sheets
Projected Cash Flows
Break-Even Analysis
Return on I nv estment
Equipment, materials and ingredients required by the business, its
sources and alternative sources, and the cost associated with
purchasing or renting them.
Details of your physical business location (if necessary) including
location and costs of operation.
I nvolves the entire plan of the proponents in preparation of the
business
ex: Procurement of Capital, Securing Permit and Licenses,
Acquisition of equipment, Furniture and Fixture and Supplies, Hiring
Employees.
An ov erview of the structure of your business.
Job Specifications and job description for each position in the
business and the flow of information between lev els of the
organization
Wage and compensation, including benefits and incentiv es (if
any) of the employees.
Lays-out specifically how much a firm needs, where the money will
come from, and what the money will be used for.
An explanation of the most critical assumptions that your financial
statements are based on.
Projected results of the operations for a firm for a giv en period of
time. All the projected sales and expenses for the giv en period and
shows whether the firms will be making a profit or experiencing loss
(could be monthly, quarterly or annual basis)
Projection of the firm’s assets, liabilities and owner’s equity at a
specific period of time.
Prov ide an indication of whether a firm will be able to maintain a
sufficient cash balance to get up and running successfully.
Prov ide the financial calculation used to determine the number of
products and serv ices you need to sell to at least cov er your costs.
The ratio between net profit and cost of inv estment
IX Appendices A repository for any additional information, including charts and
graphs, to support your business plan.
Customer surv eys and results
Operations layout
Sample menus, web pages, adv erts, etc.
Resumes of founders and principals
*Anything else that will help to illuminate and/or sell your plan