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Business PlanFor(Insert Company Name)(Insert Date Prepared) (Insert Company Logo)This document is the property of (Insert Company Name). No photocopying or distribution allowed without written permission from (insert company name). Strictly Private and Confidential.Table of Contents Page Nr. (i)Confidentiality Agreement2(ii)Executive pany Proposal & Mission Statement2.Current Situation & Market Analysis3.Business Strategy including Marketing & Sales Strategy4.Staffing, Management & Operations5.Financial Projections and Funding7.List of References and Sources8.Appendices i(Insert title of each appendix)(i) Confidentiality AgreementThe undersigned reader acknowledges that the information provided in this business plan is confidential. The reader agrees not to disclose any information without the express written permission of (insert Company name).It is acknowledged by the reader that information that is in the public domain through other means, and that any disclosure or use of this confidential information by the reader may cause serious harm or damage to the (insert company).Upon request, this document is to be immediately returned to: (insert company name).--------------------------------Signature--------------------------------Name (Printed)---------------DateThis is a business plan. It does not imply offering of securities.(ii) Executive Summary Year 1Year 2 Year 3SalesNet Profit Before TaxInvestmentEmployment(Complete this section last, when all other sections are completed. It will highlight key milestones over the next 1, 3 and 5 years and a summary of:Purpose of the planProduct or service and it’s advantagesMarket opportunityManagementTrack record (if applicable)Financial projectionsFunding requirements)1. Company Proposal & Mission StatementDetails of Company Owner (Driving Force) and Legal Structure(Insert description and Type e.g. Sole Trader or Company etc.)Product and Services(Explain product /service and what it does.Include:Benefits & FeaturesUSPAnd Advantages/Value to CustomersMission Statement(include some text on this )Objectives(include milestones in terms of projected:Sales Year 1ProfitEmployment)2. Current Situation & Market AnalysisSituation Analysis – Company SWOT AnalysisStrengthsExampleExample WeaknessesExampleExampleOpportunitiesExampleThreatsExampleMarket Analysis and Research See Section 2/3 of SYOB Manual. Include general info on market from secondary market research e.g. consumer spending, retail trends, trends in building sector, including Overall sizeIncreasing/decreasingRecent changes in the marketFuture predictionsPossible survey analysis (primary market research)and then include detailed information for each market segment (Type of customer) for example:Segment 1Size / Value Is the segment increasing or decreasingCharacteristics of potential customers in each segmentRecent changes in the marketFuture predictionsPossible survey resultsInclude for top 4-5 customer groups/types/segments.Make note of advice pending from Enterprise Board or possible market research planned. Profile of Competitors(Include Analysis of competitors in the market:What are the competing products and services?Profile of key players?Advantages and Disadvantages of competitor offerings Can display in table format and compare on different variables e.g. product range, price, promotional budget, product knowledge, customer service, and customer contacts/referrals 3. Business Strategy including Marketing & Sales Strategy<< This is what your product or service provides to potential customers in terms of their own business goals. Does your product or service enable them to:Increase salesIncrease efficienciesSave money?Save time?Maximise resources?Reduce errors?Reduce downtime?Improve Customer Service, reduce churn, increase loyaltyWhat will buying your product or service actually do for the customer? >><< This section sets out your strategies for reaching your target market, arousing their interest in your product or service, and actually delivering the product or service to them in sales. >>Marketing Strategy<< How you will position your product or service in the market and differentiate it from its competitors:Which segments of the market will be targeted first and why?How will this be developed to reach the full target market? How will you differentiate your product or service?What key benefits will be highlighted?What potential customers have you already targeted?Have you a test site in operation, and what feedback is coming from this?What contacts can be used to generate market awareness and sales?Who will do the marketing: staff, agency, reps? >>Marketing and Communications Strategy<< How you will promote your product or service in the marketplace.Advertising – where, when, how, to whomPublic relationsDirect marketingWebsite and internet marketingExhibitions and conferencesWord of mouth >>Sales Strategy<< How you will sell your product or service to the target market.DirectlyRetailDistributorAgentSales repWebsiteRevenue Sharing PartnersAnalyse for each method the costs involved, whether it will reach the intended market efficiently, the control you would retain over the pricing and positioning, the logistics, and the overall integration with your marketing strategy. State the advantages of the methods you have chosen to sell your product or service. >>Pricing<< How you will set the price charged for your product or service. Considerations include:Competitors’ pricesLevel of competition in the marketPerception of quality-price relationship by customersProduction costs and overheadsChain of distribution and the added-value at each stageThe extent to which the buyer can control the priceState how each product or service will be priced, referring to the income sources above. >>(Include Details on 4 Ps - Product, Price, Promotion and Place/Location)Note Place/ Location can be continued under Operations..4. Staffing, Management & OperationsManagementDescribe areas of responsibilityStaffingDescribe areas of and also training requiredOperationsEquipment or premises required?SuppliersOther6. Financial Projections and FundingAccountant will have to help with this section, make a rough estimate of sales projections?Key AssumptionsProfit & LossCashflowRevenue Sources<< What contributions to revenue and profit will your business have? Product 1Product 2Product 3 OtherOther 7. References and Information Sources8. Appendices ................
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