Business

Plan Format
 Business Plan format

I. Introductory Page
A. Name of the business
B. Address of the business
C. Nature of the business
D. Statement of the financing need
E. Logo of the business

II. Executive summary

III. Environment and Industry Analysis
A. Future outlook and trends
- Economy
- Culture
- Technology
- Legal concerns
B. Analysis of the competitors
C. Industry and market forecast
 Business Plan format

IV. Description of the venture

A. Vision and mission statement
B. Product/s
C. Service/s
D. Location and Size of the business
E. Office equipment and personnel

V. Production Plan
A. Manufacturing process
B. Physical plant
C. Machinery and equipment
D. Names of suppliers
 Business Plan format

VI. Operations plan

A. Description of the company’s operation
B. Flow of orders for goods and/or services
C. Technology utilization

VII. Marketing Plan

A. Pricing
B. Distribution
C. Promotion
D. Product forecast
E. Controls

VIII. Organizational Plan

A. Form of Ownership
B. Organizational Chart
C. Roles and responsibilities of members of the
organization
D. Management team’s background
 Business Plan format

IX. Assessment of Risk

A. Potential risks to the new venture
B. Evaluate the weakness(es) of the business
C. New technology
D. Contingency plans

X. Financial Plan
A. Assumptions (1st 3 years of operation,
year 1: per quarter, year 2 and 3: annual)
B. Break-even analysis
C. Sources and applications of funds

XI. Appendix
A. Letters
B. Market research data (if any)
C. Price lists from suppliers