FILL-IN-THE-BLANKS BUSINESS PLAN OUTLINE

FILL-IN-THE-BLANKS BUSINESS PLAN OUTLINE

TABLE OF CONTENTS

I. EXECUTIVE SUMMARY

Statement of Purpose

Legal Structure

Owners

Location

Business Concept

Mission Statement

Vision Statement

QUESTION

1

2

3

4

5

6

7

II. MANAGEMENT & ORGANIZATION

Management Team

Hiring Practices

Organizational Structure

Staffing Expense/Benefits

8

9

10

11

III. PRODUCTS & FACILITIES

Initial Products or Services

Proprietary Features

Future Planned Products or Services

Physical Facilities

Equipment Requirements

Production & Process Capacity

Significant Vendors

Licensing Requirements

12

13

14

15

16

17

18

19

IV. INDUSTRY ANALYSIS

Background/Trends for Industry

Typical customers & buying patterns

Marketing niche

Competitors

Strengths

Weaknesses

Substitutes or indirect competition

Unique Selling Proposition & Overt Benefit

20

21

22

23

24

25

26

27

V. THE MARKETING PLAN

Marketing Strategy

Marketing Objectives

Promotion Plans

Sales and Distribution

Warrantees, guarantees, serving issues

28

29

30

31

32

VI. THE FINANCIAL PLAN

Financial summary

Historical financial statements

Financial Projections ¨C 3-5 years

Financial Projections ¨C first year

Start-up Costs

RMA ¨C Risk Management Associates

Financial Ratios Analysis

33

34

35

36

37

38

39

FILL-IN-THE-BLANKS BUSINESS PLAN OUTLINE

ATTACHMENTS & WORKSHEETS

Product/Services Description

Customers

Competitive Analysis

Start-up Costs

Balance Sheet

Sales Forecast

Cost of Goods Sold

Operating Expense

Occupancy Expense

Advertising Budget

Insurance

Salaries and Wages

Miscellaneous Expense

Projected Income Statement

Cash Flow Projections

Fixed Assets

Debt

Breakeven/ Critical Mass

Timetable

FILL-IN-THE-BLANKS BUSINESS PLAN OUTLINE

EXECUTIVE SUMMARY

1.

What is the overall purpose of your business?

2.

What is your legal structure? (Proprietorship, partnership, corporation?)

3.

Who are the key owners, officers, managers, employees, etc.?

4.

What is your location?

5.

What is your business concept?

6.

What is your mission statement? What is your ¡°Value Proposition?¡±

7.

What is your vision for this business?

FILL-IN-THE-BLANKS BUSINESS PLAN OUTLINE

ORGANIZATIONAL STRUCTURE

8.

Who will comprise your management & organization team?

8a. What are their qualifications?

8b. Are there outside consultants?

9.

What will your practices and policies be for hiring new employees?

10. What will be your planned organizational structure? (show organizational chart

if appropriate or a basic functional chart listing any tasks within functions))

11. What are your goals for staffing expense and benefits? (provide details if

available)

FILL-IN-THE-BLANKS BUSINESS PLAN OUTLINE

PRODUCTION AND FACILITIES

12.

What are your initial products or services? (Show details such as color, menu

items, models, prices, sizes, styles, etc. see attached worksheet)

13. What are your proprietary features? (show patents, copyrights, other features and

benefits unique to your business)

14. What are your future planned products or services? (when to introduce, what are

R&D costs, expansion plans)

15. What will be required in the way of physical facilities? (Size of facility, location,

parking access, schematics, cost estimates, inventory storage, shipping etc.)

15a. What will be your hours of operation?

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