Bizbound.com
BUSINESS
PLAN OUTLINE
The following is a list of
topics or issues you might include. Depending on the
importance of each issue to your start-up, any one can
stand alone as a separate section or be combined with
another issue. Also listed are possible subheadings that
may be organized under each main topic.
The Company
(Description of the Business)
- Introduction
- Background
- Business
Philosophy
- Business
Policy
- Overview of the
Business
- Operations
- Current
Status
- Future Plans
- Inventory
Requirements and Suppliers
- Timetable for Startup
(or Takeover)
The Industry
(Description of the Industry)
- Chief Characteristics
- The Participants
- Analyst Summaries
- Trends
- Growth Rate
and Key Growth Factors
Product and Related
Services
- Product/Service
Description
- Facilities
Description
- Proprietary Features
- Future Development
Plans
- Product Liability
Technology: Research
and Development
- Concept Development
- Research, Testing,
and Evaluation
- Milestones and
Breakthroughs
- Current Status and
Continuing R & D
Market Analysis
- Target Market and
Characteristics
- Market Scope
- Market
Segmentation
- Market
Barriers
- Market Demand
- Analyst Summaries
- Market Share, Trends,
and Growth Potential
- Sales, Distribution,
and Profits by Product/Service
Competitive Analysis
- Competitors' Profile
- Product/Service
Comparison
- Market Niche and
Share
- Comparison of
Strengths and Weaknesses
Marketing Strategy
- Penetration Goals
- Pricing and Packaging
- Sales and
Distribution
- Service and Warranty
Policies
- Advertising, Public
Relations, and Promotions
Manufacturing Process
and Operations
- Location
- Facilities and
Equipment
- Manufacturing Process
and Operations
- Labor Considerations
- Environmental and
Economic Impact
Management and
Ownership
- Key People and
Experience
- Board of Directors
- Ownership
Distribution and Incentives
- Professional Support
Services
Administration,
Organization, and Personnel
- Administrative
Procedures and Controls
- Staffing and Training
- Organizational Chart
- Management Control
Systems
Milestones, Schedule,
and Strategic Planning
- Major Milestones
(What/Why)
- Schedule (When/Who)
- Strategic Planning
(How/Where)
Critical Risks and
Problems
- Summary of Major
Problems Overcome
- Inevitable Risks and
Problems
- Potential Risks and
Problems
- Worst-Case Scenarios
Financial Data
- Funding Request/Terms
of Investment
- Sources and
Application of Funds
- Capital Equipment
List
- Real Estate Purchase
(or Lease Agreement)
- Insurance Coverage
- Current Financial
Statements
- Balance Sheet
- Profit &
Loss Statement
- Aged Accounts
Receivables
- Aged Accounts Payable
- Detail on Term Debt
- Breakeven Analysis
- Personal Financial
Statements
- Company Federal
Income Tax Returns (3 years)
- Personal Federal
Income Tax Returns (3 years)
Financial Projections
- Pro Forma Income
Statement - First Five Years
- Pro Forma Income
Statement - First Year (by month)
- Pro Forma Income
Statement - Second Year (by month)
- Assumptions to
Projected Income Statement
- Pro Forma Cash Flow
Budget - First Five Years
- Pro Forma Cash Flow
Budget - First Year (by month)
- Pro Forma Cash Flow
Budget - Second Year (by month)
- Assumptions to
Projected Cash Flow Budget
- Pro Forma Balance
Sheets - First Five Years
- Pro Forma Income
Statement - Worst Case
Appendixes
- Store Layout -
Customer Flow / Plant Layout - Work Flow
- Marketing Studies,
Growth in Industry, Marketing Data
- (Magazine,
newspaper, trade journal articles)
- Engineering Studies
- Sales Catalogs or
Sales Brochures
- Advertising
- Copy of Store or
Factory Lease
- Licensing Information
- Illustrations or
Photos of Products, Equipment, and Facilities
- Copy of Existing
Customer Contracts or Letters of Intent
- Prior Years'
Financial Statements (2 years)
- Copy of Patent,
Patent Search or Patent Application
- Partnership Agreement
or Employment Contracts
- References and
Letters of Recommendation
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