PDF Business Plan User Guide and Business Plan eBook

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2006 Edition

OfficeReady

Business Plan User Guide and Business Plan eBook

A Guide to preparing a winning business plan

Written by Michael P. Griffin and TemplateZone

Table of Contents

Introduction

OfficeReady Browser

What is a template? Why are OfficeReady templates so useful?

Getting Started using OfficeReady Software

Locating the right template Saving your work Editing an OfficeReady document

Frequently Asked Questions

Is the OfficeReady browser the only access to the templates? When I save a template file as a document, does it appear in the browser? Where can I find the OfficeReady templates on my hard drive? How can I get more templates for use with OfficeReady? Are my existing templates overwritten when I install a template pack? How can I learn more about OfficeReady? Where can I find more resources?

Writing your Business Plan

Preface About the author

Chapter One ? You need a Business Plan

Chapter Two ? Before you get started

Chapter Three - Business Plan Writing Tips

Write, edit, and re -write Clarity, conciseness, and coherence Writing for your reader Writing for management, employees, and prospective employees Writing for Investors Professional writing quality Making it look good Points of style checklist The cover page

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Chapter Four ? Business Plans for Various Types of Businesses

Technology Manufacturing Service Retail New Venture

Chapter Five Executive Summary

Type of business Business summary Business summary checklist Management overview Products and services Requesting funds Exit strategy One Page Executive Summary Executive summary checklist

Chapter Six - Company Background

Business history Growth and financial objectives Legal structure and ownership Company location and facilities Location and facilities checklist for start-up businesses Plans for financing Preparing a financing proposal checklist

Chapter Seven - Organization

Team member information checklist Other valuable employees Principal stockholders

Chapter Eight - Market Analysis

Industry analysis Industry description checklist: Using a table to summarize the industry Target market Target market checklist Customer profile Market segmentation Projected market growth and market share objectives

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Chapter Nine -Products or Services

Product and service uniqueness Product and service description checklist Future products and services Competitive comparisons Research and development

Chapter Ten - Manufacturing or Production Plan

Production and capacity Production issues

Chapter Eleven - Marketing Plan

Creating and maintaining customers Pricing strategy Product positioning Sales and distribution plan Sales force plan checklist Promotional strategy

Chapter Twelve - Financial Plan and Analysis

Financial plan as a modeling tool Financial plan as a control tool Some basic steps Income Statements Cash Budgets Balance Sheet Financial Ratios Sales Forecast Estimating Start-up Capital Start-up Capitalization Break -e ven Analysis More on Pro Forma Financial Statements

Chapter Thirteen ? Other Related Communications

Executive Summary The PowerPoint Show Elevator Pitch

Chapter Fourteen ? Financing: Seed Capital

Bootstrapping Angel Financing Small Business Innovation Research Program

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Small Business Administration

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Commercial Banks

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Strategic Alliances

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Chapter Fourteen Venture Capital

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VC Oversight

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VC Exit Strategy

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VC Investment Criteria

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Chapter Fifteen ? Business Plan Appendices

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Business plan appendix checklist

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Appendix A - Information Resources

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Appendix B - The Standard Industrial Classification

System

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Appendix C ? Excel Workbooks

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Break-Even Analysis (Break-Even Analysis.xls)

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Integrated Financials (Integrated Financials.xls)

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Projected Personal Financial Condition (Personal Balance Sheet.xls)

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Sales Forecast (Sales Forecast.xls)

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Start-Up Capital and Capitalization (Start-Up Capital and

Capitalization.xls)

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Balance Sheet (Balance Sheet.xls)

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Personnel Plan (Personnel Plan.xls)

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Glossary

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The Templates

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A few helpful hints for editing your business plan documents

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Inserting Excel workbooks and sheets

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About Workbooks macros

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A List of Templates

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Business plan materials (Core folder)

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Reference and other documents (Extra folder)

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Sample business plans (Sample Plans folder)

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