Comprehensive Business Plan Outline
- Your Company’s Name, Address, Phone, Fax, email, and web site address.
- Owners or owners-to-be
- Prepared by
- List contact information for someone to answer questions about the plan.
- Personalize where submitted to a prospective stakeholder.
I. Non-Disclosure Agreement (where appropriate)
II. Table of Contents
III. Executive Summary
- This is a one to three page highlight of the business concept • Demonstrate management expertise, and market potential
• Provide sales and profit forecast and financing needed
IV. Operations Plan
- Business Concept
- Type and size of business
- History (if any)
- The product/service and what makes it unique
- General description of customers
- Patents/Copyrights (if any)
- Production/Service Plan (typical cycle in your business operations)
- The Facility
V. The Market
- Market size-past and projected
• Market trends-future
• Products in the market
• Market players
• Market segments and growth potential
• Market distribution methods
• Competitive analysis
VI. Market Strategy/Implementation
- Target market by segment; identify your niche
• Pricing strategy, such as lowest priced, value priced, or premium priced.
There are three Briefs on pricing; see 7.00 (Retail), 7.01 (Services), 7.02 (Manufacture) • Desired company image
- Advertising and public relations
• Methods of selling and servicing, distribution channels to be used • Warranty policies
- Describe the product/service
• What is its competitive advantage/disadvantage?
• Identify the costs involved; set necessary margin amount • Explore future Products/Services
VIII. Research & Development (where applicable)
- Facilities requirements
• Labor requirements
• Production options
• Capital needs, equipment list
• Controls and other considerations
- The Management Team
• Legal structure of the business
• Personnel hired, and expected to be hired • Business advisors
XI. Goals and Milestones
- A statement of business objectives
• A listing of measurable near-term and long-term goals • Milestone dates.
- Current Conditions
- Personal financial statement
- Past tax reports
- Historical financial statements of the business, where applicable (balance sheets, profit and loss and cash flow statements).
- Forecasts (three to five years) • Profit and loss statements
- Balance sheets
- Cash flow forecasts
- Changes in Shareholders’ Equity
- Request for financing, sources and uses of funds
If you would like to request a free SCORE Mentor to assist you with developing a business plan request one here.