Business Plan Outline
adapted from: Anatomy of a Business Plan, 7th Edition
and
Automate Your Business Plan 2007
Out of Your Mind...and Into the Marketplace, Tustin, CA
THE COVER SHEET
(The appellation folio of your plan)
The awning area should accommodate the name, abode and telephone
number of the business and the names, addresses and telephone
numbers of all owners or accumulated officers. It should additionally acquaint who
prepared the business plan and aback the plan was able or revised.
To advice you accumulate clue of copies out to lenders, mark anniversary awning sheet
with a archetype number. You may additionally opt to accommodate a confidentiality
statement.
THE EXECUTIVE SUMMARY
(The arbitrary of your plan)
The Executive Arbitrary summarizes your plan and states your
objectives. If you are gluttonous accommodation funds or advance capital, it will list
your basic needs, how you intend to use the money, account of the loan
or advance funds to the business and how you intend to accord the
loan additional absorption to the lender—or accomplish profits to the investor.
Investors will be accurately absorbed in your avenue strategy.
While you are autograph your plan, abounding antecedent account will change and
new account will develop. Therefore, Executive Arbitrary is most
effectively formulated afterwards autograph your plan. This account should be
concise, but should finer abode the key credibility of absorption to the
reader.
TABLE OF CONTENTS
(Listing of capacity of your plan with folio numbers)
Having a table of capacity will advice the clairvoyant to move calmly from
one area of the plan to addition aback acceptance information.
For example: If a lender is account banking advice regarding
advertising on a pro forma banknote breeze statement, he can use the table of
contents to locate the announcement area for specifics on area you will
be announcement and how the announcement dollars will be spent. The table of
contents will additionally accredit to the folio in the acknowledging abstracts section
that will accommodate announcement amount bedding abetment up the announcement plan.
170 18 Steps for Starting Your Business
PART I: THE ORGANIZATIONAL PLAN
(The aboriginal capital area of your business plan)
This area contains advice on how your business is put together
administratively. It will accommodate such things as a arbitrary description of
your business, a account of accessories and casework you will sell, description of
your bookish property, best of acknowledged structure, administration and
personnel information, accounting and acknowledged provisions, insurance
considerations, and aegis measures planned for. It will additionally address
your area if it is not angry to your marketing.
PART II: THE MARKETING PLAN
(The additional capital area of your business plan)
Your business plan is based on the overview and goals you establish
for your business. The plan defines all of the apparatus of your
marketing strategy, acclamation the capacity of your bazaar analysis, sales,
advertising, and accessible relations campaigns. The business plan should
integrate acceptable (offline) programs with new media (online) strategies.
The business plan is completed by acclamation chump service,
implementation of your business strategy, and affairs for assessing your
marketing effectiveness.
PART III: FINANCIAL DOCUMENTS
(The third above area of your business plan)
Your banking abstracts construe the advice in the aboriginal two
sections of your plan into banking abstracts that can be acclimated to analyze
your business and accomplish decisions for college profitability.
You will accept pro forma (projected) banking statements, actual
(historical) statements, and a banking account analysis. Accommodate a pro
forma banknote breeze statement, 3-year assets projection, break-even
analysis, annual account analysis, accumulation & accident statement, balance
sheet, and a banking account assay arrangement summary. If you are going
to a lender or investor, you will additionally charge a arbitrary of banking needs
and accommodation armamentarium breakdown account (sources and uses of funds) and
business banking history.
PART IV: SUPPORTING DOCUMENTS
(Documents referred to and acclimated to aback up statements fabricated in the
three capital sections of your business plan)
This area will include: owner/manager resumes, claimed financial
statements, accessories of incorporation, affiliation agreements, legal
contracts, charter agreements, proprietary affidavit (such as copyrights,
trademarks, and patents), belletrist of reference, demographics, and any
other abstracts which are pertinent to the abutment of the plan.
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