BUSINESS PLAN - Smartsheet

CONFIDENTIAL

BUSINESS PLAN

SMALL BUSINESS/ORGANIZATION NAME

PRESENTED TO:

DATE PREPARED

00/00/0000

CONTACT

Contact Name Contact Email Address Phone Number Street Address City, State and Zip

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CONFIDENTIAL

TABLE OF CONTENTS

1. EXECUTIVE SUMMARY .............................................................................................................. 3 2. COMPANY OVERVIEW ............................................................................................................. 4

2.1 COMPANY BACKGROUND..............................................................................................4 2.2 MANAGEMENT TEAM ....................................................................................................... 4 3. PRODUCTS AND SERVICES.......................................................................................................4 4. MARKET ANALYSIS .................................................................................................................... 6 4.1 MARKET AND INDUSTRY OVERVIEW ................................................................................ 6 4.2 TARGET MARKET................................................................................................................6 4.3 COMPETITION....................................................................................................................6 5. MARKETING PLAN.....................................................................................................................7 5.1 MARKETING STRATEGY ..................................................................................................... 7 5.2 POSITIONING.....................................................................................................................7 5.3 PROMOTION .....................................................................................................................7 5.4 DISTRIBUTION .....................................................................................................................8 6. IMPLEMENTATION PLAN ........................................................................................................... 8 6.1 PERSONNEL PLAN ............................................................................................................. 8 6.2 SWOT ANALYSIS ................................................................................................................ 9 6.3 TIMELINE OF MILESTONES..................................................................................................9 7. FINANCIAL PLAN AND STATEMENTS ...................................................................................... 10 7.1 KEY ASSUMPTIONS .......................................................................................................... 10 7.2 SALES FORECAST............................................................................................................. 10 7.3 BREAK-EVEN ANALYSIS ................................................................................................... 11 7.4 PROJECTED INCOME STATEMENT .................................................................................. 11 7.5 PROJECTED CASH FLOW STATEMENT ............................................................................ 12 7.6 PROJECTED BALANCE SHEET ......................................................................................... 12 8. APPENDIX ................................................................................................................................ 13

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1. EXECUTIVE SUMMARY

CONFIDENTIAL

The name of our company is _____________, and it is organized as a _____(Corporation, Partnership, Other)____. ____(Company Name)___ is located in _________, and has been in business (or plans to be) since ___________. The purpose of this business plan is to ______________ in order to _______________ . Our Mission: __________________________________________________________________. Our Vision: ___________________________________________________________________. The managers for ___ (Company Name)___ will be __________ and ___________. The experience and skills they bring to the table include ________________________________ __________________________________________________________________________. With the combined experience of the management team, in addition to market research, we've decided to launch ___ (Product or Service)___. What makes ___(Product or Service)___ different than what's currently on the market is ____________. We believe we can maintain a competitive edge because __________. Our customers reside, shop, and work in ___________, so our business is located within a ____-mile radius. We expect ___(Target Customer Description)___ to make up __% of our sales. We will use a combination of marketing strategies to promote ___(Product or Service)___, including ________, _________, and _________. We also plan to partner with __________ in order to __________. We expect that we will reach a projected amount of $___________ in annual sales by the end of the first 12 months. By the end of _________, we plan to reach a projected amount of $_________ in sales.

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CONFIDENTIAL

2. COMPANY OVERVIEW

2.1 COMPANY BACKGROUND

___(Company Name)___ was established because _____________________________________________. Our ultimate goal is to _____________________________________, and we will know we've accomplished that goal when ________________________________.

2.2 MANAGEMENT TEAM

Last Name, First Name ___(Name)___ is the ___(Co-Founder, Manager, etc.)___ of ___(Company Name) ___. ___(Name's)___ educational background includes ____________, and related experience includes ________________________________________________________________. Last Name, First Name ___(Name) ___ is the ___(Co-Founder, Manager, etc.)___ of ___(Company Name)___. ___(Name's)___ educational background includes ____________, and related experience includes ________________________________________________________________.

3. PRODUCTS AND SERVICES

Our ___(Product or Service)___ offerings include _____________________________________. Materials needed for __________will be sourced from _________________________________. We plan to leverage the relationships we've made with ______________ to help keep our costs for materials low. We also plan to establish positive working relationships with ______________ to help with ______________. Alternatives that are currently on the market include ___________, ____________, and ____________. What makes our ___ (Product or Service)___ better than the alternatives is _________________________________________________. Some of the unique and desirable features of ___(Product or Service)___ include _______________ and ________________.

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Here are some examples of our offerings: (insert images below)

CONFIDENTIAL

Currently, we use the following suppliers/vendors:

VENDOR 1 NAME

VENDOR 2 NAME

LOCATION

SUPPLIES PROVIDED TO BUSINESS

PAYMENT TERMS

LOCATION

SUPPLIES PROVIDED TO BUSINESS

PAYMENT TERMS

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