Materials:

Short bond paper with folder (8.5 inches x 11 inches)

Font size: 16 ( chapter) 14 ( title under chapter) 12 (paragraph/ content)

Font style : Calibri

Margin: Normal (all 1 inch)

Spacing: 1.5

● Every bullet/ question can be a start of a new paragraph (font size 12)

OUTLINE:

I. Business Plan Summary (font size 16)

● Describe your products and services
● How you developed your idea to start a new business?
● Describe the legal structure of your business.
● Describe your reason for believing the business will succeed.
II. Marketing Plan
1. Products and Services (font size 14)
● What customers need or want is being filled?
● What are the features and benefits of your products? (nutrional value for
example)
● How will your product be made?
● Who will supply the materials?
● What future products will you offer and when?
2. Distribution
● How will your product be distributed?
3. Industry
● What is happening in your industry? ( growing, stable or declining)
● What do you believe the future hold for this industry?
4. Customers
 ● Who are your customers – what does your customer profile look like?
● How many customers will your business have?
● What information do you have that supports your decision about your
customers?
● What is the growth potential for this business? What is your plan for growth?
● What information do you have to support your decisions about growth?
5. Competition
● Who are your main competitions?
● What are their strength and weaknesses?
6. Position/ Location
● What will your market location be?
● What is your competitive advantage – why will customer buy from you instead of
the competition?
7. Imaging and Packaging
● What will the image of your business be?
● What will your packaging look like ( attach samples)
● What do your business card and promotional material look like (attach samples)
● Where will your business be locates and why did you choose this location? (
include a sketch of your floor plan)
8. Pricing
● How did you determine your pricing strategy?
● How do your prices compare to the competition?
9. Marketing Goals
● Where do you see your business in the next 2-5 years?
10. Marketing strategy
● What is your promotional plan?
III. Management Description
● Who will handle which functions in the business?
● What will their duties and qualifications?
● Who will hire, train and supervise?
● What will it cost your business for the first 2 years?
● What will your employees salaries be for the first 2 years?
 ● How will you manage your record keeping, finances and inventory?
● What type of payments will you accept?
● Contingency plans for you. ( sick, injured and persona emergency – what will you
do? Who will be in charge? How much will it cost?)
● Contingency plan for the business
IV. Financial Plan
● Month by month cash flow projection at least a quarter for a year.
● Financial statements
● Personal financial data ( assets, liabilities and net worth, monthly income and
expense statement)
V. Attachments
● Brochures, business cards, stationery and other materials
● Copies of leases or other contracts ( resumes of yourself and others who will
work in the business)
● Photographs, sketches of your products and floor plan.
● List of assets to be acquired and their costs.
● Collateral documents and credit applications.