Business Plan

Title: Legal Name and Logo

Address:

Business phone:

Email address:

Website:
Business Plan 0

Title: Legal Name and Logo 0

1. Executive Summary 2

1.1 Objectives 3

1.2 Key to Success 3

1.3 Mission 3

2. Business Structure Overview 3

2.1 Legal Structure and Ownership 4

2.2 Location and Facilities 4

2.3 Company Assets Summary 4

2.4 Funding Required 4

2.5 Opening Expenses 4

2.5.1 Equipment Cost 4

2.5.2 Staff Payroll Expenses 4

3. Market and Competitor Analysis 4

3.1 Target Group Analysis 5

3.2 Market Needs 5

3.3 Competition Analysis 5

4. Products 5

4.1 Product Description 6

 4.2 Product Pricing 6

5. Sales Plan 6

5.1 Sales strategy 7

5.2 Service and Customer Enticement Strategy 7

5.3 Marketing 7

6. Financial Plan 7

6.1 Income Statement 8

6.2 Project Cash Flow 8

6.3 Balance Sheets 8

6.4 Break-even Analysis 8

7. Operating Plan 8

7.1 Physical Equipment 9

7.2 Inventory 9

7.3 Supply Chain 9

8. Management Strategy 9

8.1 Ownership 10

8.2 Management Team 10

8.3 Staffing 10

9. Appendices and Exhibits 10

1. Executive Summary
The executive summary is the most important element of your business
plan. Potential investors and banks read this part to decide whether to
proceed with your case. You should use this part to show how your coffee
shop differs from other coffee shops on the market.

After reading the executive summary, the reader should have a basic idea
about your business and get interested in reading the rest of the plan.

This part should focus on the below aspects:

1.1 Objectives

1.2 Key to Success

1.3 Mission

⇨The executive summary should be no more than 2 pages long

2. Business Structure Overview
This section is to explain basic structural information about your coffee
shop and how you are going to finance your business. Explain what
business form you choose and why. Who is the owner? Are you in a
partnership with someone? This basic information might be crucial for
potential investors or banks.

You should also provide a detailed explanation of company assets,

required funding, and opening expenses including equipment cost and
staff payroll.

This part should explain the following:

2.1 Legal Structure and Ownership

2.2 Location and Facilities

2.3 Company Assets Summary

2.4 Funding Required

2.5 Opening Expenses

2.5.1 Equipment Cost

2.5.2 Staff Payroll Expenses

 ⇨You can use tables, graphs, and charts to explain the
financial aspect of opening your coffee shop

3. Market and Competitor Analysis

This section should be devoted to the analysis of the market and

competitors. You should outline your target group and the needs of the
coffee market. What are the challenges to enter the market? How do you
plan to compete with similar businesses?

For this section, you might visit the area, interview potential target groups
and the owners of individual coffee shops. You can also use data from the
reports and media.

The elements to include in this part:

3.1 Target Group Analysis

3.2 Market Needs

3.3 Competition Analysis

 ⇨For the competitor analysis, you can focus on competitors’
strengths and weaknesses.

4. Products
The aim of this section is to provide a detailed description of the products
and the services of your coffee shop. For every product and service, explain
the most important features that will attract customers. How will your
products fit into the demographics of your target group? What is your
niche?

The product description should be accompanied by a pricing explanation.

Elements to include in this part:

4.1 Product Description

4.2 Product Pricing

⇨How will you compete with competitor prices?

5. Sales Plan
In the sales plan, you should include month-by-month sales estimations
based on market research. What will your sales strategy be?

Equally important will be how you approach the marketing strategy. What
channels will you use to promote your coffee shop? Social media, direct
emails, media advertising?

In this part focus on below elements:

5.1 Sales strategy

5.2 Service and Customer Enticement Strategy

5.3 Marketing

⇨Define your target group to create an effective sales and

marketing plan.
6. Financial Plan
In this part, explain the income you plan to generate based on sales and
business expenses. The more detail in this section, the better.

For the income statement, create the 12-month profit and loss estimation.

When working on cash flow projections, think about factors such as

inventory, shop rent, and staffing payroll.

Equally important, balance sheets will show what business assets,

liabilities, equity, and the value of your investment in the coffee shop.

A break-even calculation will show if sales will cover the costs. It will prove
if your plan is realistic enough to pursue it.

In this section, focus on:

6.1 Income Statement

6.2 Project Cash Flow

6.3 Balance Sheets

6.4 Break-even Analysis

⇨A well-developed financial plan might secure an investment

of bank loan.
7. Operating Plan
In this section, you will explain the daily operation plan for your coffee
shop. Describe your physical equipment inventory and their value. Do you
plan to increase your inventory over time?

You should also explain your supply chain by listing your main suppliers.
Do you have a backup plan for the supply shortage? How will you
approach the challenges?

This section should explain:

7.1 Physical Equipment

7.2 Inventory

7.3 Supply Chain

⇨The operating plan allows an investor or a bank to see how

you want to execute your plans.
8. Management Strategy
In this section you should describe your management strategy. Who is
behind your business shop? How the roles will be distributed? Will you
manage your business on your own, or you will hire a coffee shop
manager? How many employees you will hire? How will you train your
employees?

In this section focus on:

8.1 Ownership

8.2 Management Team

8.3 Staffing

⇨A management strategy provides information about the

division of responsibilities and reporting processes for the
coffee shop team.
9. Appendices and Exhibits

In this part, you can include all supporting documents such as

licenses/permits, contracts, and marketing materials. You can also include
tables, charts, and graphs explaining financial and sales plans as well as a
list of equipment and location plan.