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

5.

6.

7.

8.

4.1

MARKET AND INDUSTRY OVERVIEW ................................................................................ 6

4.2

TARGET MARKET ................................................................................................................ 6

4.3

COMPETITION.................................................................................................................... 6

MARKETING PLAN ..................................................................................................................... 7

5.1

MARKETING STRATEGY ..................................................................................................... 7

5.2

POSITIONING ..................................................................................................................... 7

5.3

PROMOTION ..................................................................................................................... 7

5.4

DISTRIBUTION ..................................................................................................................... 8

IMPLEMENTATION PLAN ........................................................................................................... 8

6.1

PERSONNEL PLAN ............................................................................................................. 8

6.2

SWOT ANALYSIS ................................................................................................................ 9

6.3

TIMELINE OF MILESTONES.................................................................................................. 9

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

APPENDIX ................................................................................................................................ 13

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CONFIDENTIAL

1. EXECUTIVE SUMMARY

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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CONFIDENTIAL

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

Currently, we use the following suppliers/vendors:

VENDOR 1

VENDOR 2

NAME

NAME

LOCATION

LOCATION

SUPPLIES

PROVIDED TO

BUSINESS

SUPPLIES

PROVIDED TO

BUSINESS

PAYMENT

TERMS

PAYMENT

TERMS

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