Business Plan Outline
Keep Your Business Plan Up-to-Date!!!
Supporting Documents
Miscellaneous Documents
Other Legal Documents
Contracts
Letters of Reference
Copies of Leases, Mortgages, Purchase Agreements
Credit Reports
Owners' Financial Statements
Personal Resumes
Marketing Plan
What is a marketing plan?
The Marketing Plan defines all of the components of your marketing strategy.
You will address the details of your market analysis, sales, advertising, and public relations campaigns.
The Plan should also integrate traditional (offline) programs with new media (online) strategies.
Assessment of Marketing Effectiveness
To be used by existing companies after making periodic evaluations
Implementation of Marketing Strategy
Out-Sourced Functions
In-House Responsibilities
Customer Service
Expected Outcomes of Achieving Excellence
Description of Customer Service Activities
Marketing Strategy
Networking
Public Relations
Advertising Strategies
Sales Incentives/Promotions
Sales Strategies
Database Marketing
Branding
Pricing
Packaging
Method of Sales and Distribution
General Description
Market Analysis
Market Research
Market Trends
Competition
Target Market
Overview and Goals of Your Marketing Strategy
Putting Your Plan Together
Financial Documents
The quantitative part of your business plan.
This section of the business plan is the quantitative interpretation of everything you stated in the organizational and marketing plans.
Do not do this part of your plan until you have finished those two sections.
Financial documents are the records used to show past, current, and projected finances.
The following are the major documents you will want to include in your Business Plan.
The work is much easier if they are done in the order presented because they build on each other, utilizing information from the ones previously developed.
Business Financial History
Financial Statement Analysis
Balance Sheet
Profit & Loss Statement
Break-Even Analysis
Projected Balance Sheet
Three-Year Income Projection
Pro Forma Cash Flow Statement
Loan Fund Dispersal Statement
Back Up your statement with supporting data.
Tell How you intend to disperse the loan funds.
Summary of Financial Needs
How Much capital you need
Why you are applying for financing
Organizational Part
What is included?
This section should include a "summary description of your business" statement followed by information on the "administrative" end of your company.
Administrative plan
Security
Insurance
Accounting & legal
Personnel
Management
Legal structure
Location
Intellectual Property
Products or services
Summary description of the business
In a paragraph or two give a broad overview of the nature of your business, telling when and why the company was formed.
SWOT analysis
Strategic relationships
Strategy
Business model
Mission
