PDF Business Plan User Guide and Business Plan eBook
1
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
103
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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