Business Plan Outline Template
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1Business Plan Outline
Introduction and Executive Summary
Provide identifying information about the proposed business. Name, address and contact
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Title Page
numbers for the business
Table of Contents
A list of the major headings and subheadings contained in the plan
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Executive
A 1-2 page summary of the most important points in the plan
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Summary and
fact sheet summarizes the basic information that relates to the venture
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Fact Sheet
Business Description
Company and
Mission, Goals, Vision and objectives for the business
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Industry
Positioning in the industry., trends and competitive advantage
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Product and/or
Detailed description of the product or service
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Service
Outline the development status of the product and what is still required to get it to a market-
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Product
ready state
Development
Are there regulatory, testing, or other requirements that still have to be met?
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Describe the profile of the principal target customer
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Indicate current market size, trends and seasonal patterns
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Market Analysis
Assess the nature of the competition
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Estimate expected sales and market share
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Detail the marketing strategy
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Describe the marketing plan with respect to the sales strategy, advertising and promotion plans,
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Marketing Strategy
pricing policy, and channels of distribution
Entrepreneurial resume
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Management
Identify key management people, their responsibilities, and their qualifications
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Team
Indicate the principal shareholders of the business, principal advisors, and the board of directors
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Production
Outline the operating side of the business
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/Operations
Describe the location, kind of facilities, space requirements, capital equipment needs, and labour
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Plan
requirements
Develop an overall schedule indicating what needs to be done to launch the business and the
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Implementation
timing required to bring it about
Schedule
List any major problems and risks that will be dealt with
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Indicate the type and amount of financing and how the funds will be used
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Outline proposed terms of investment and what benefit is being provided
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Provide an overview of the current financial structure of the business
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Prepare realistic financial projections that reflect the effect of the financing; include:
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o
Cash flow forecasts
Financial Plan
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Pro forma profit and loss statements
o
Pro forma balance sheet
o
Break-even analysis
o
Start-up Costs
o
Personal Net Worth Statement
Appendices
Supporting material for the plan including:
Detailed resumes of the management team
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Product literature and photographs
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Names of possible customers and suppliers
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Appendices
Consulting reports and market surveys
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Copies of legal documents
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Publicity material
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Letters of reference
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Parent category: Business