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Business Plan Template

Business Plan Template

Below is an example template for a 8 Section Comprehensive Business Plan. This business plan template will give you an understanding of a comprehensive business plan in a general sense. All business plans use different elements of this template, but this is just an example as all of our plans are specifically customized to our clients’ specific needs and requirements, including the type of business plan (i.e. a funding plan, success plan, comprehensive plan, project plan, investor plan, VC plan, bank plan, JV plan, etc). To see our Sample Business Plans, check out our Business Plan Services.

For a complete business planning resource and a step by step guide to developing an effective business plan for any purpose and scope, please see our Business Plan Guide and Workbook.

1.0 Executive Summary

  • Company Information
  • Business Plan Purpose and Objectives
  • Company Goals and Vision
  • Company Mission Statement
  • Company Description
  • Company Purpose
  • Company Situation
  • Founders, Management and Principals Capabilities
  • Products and Services
  • The Competition
  • Keys to Success
  • Finance
  • Sales Projections
  • Growth and Expansion Goals
  • Return on Equity / Return on Investment

2.0 Company Overview

  • Company Establishment
  • Company History
  • Company Structure
  • Company Ownership and Legal Formation
  • Facilities and Locations
  • Products and Services Overview
  • Trends Affecting the Company
  • Customers
  • Competitive Strategy
  • Company’s Strengths and Weaknesses
  • Company Performance
  • Company Finance
  • Company Assets

3.0 Management and Operations

  • Employees
  • Management Philosophy
  • Management Requirements
  • Management Gaps
  • Organizational Structure
  • Founders / Directors / Principals / Management / Key People
  • Management Administrative Procedures and Controls
  • Decision Making Teams and Processes
  • Company & Management Objectives / Goals / Strategy
  • Compensation Structure
  • Human Resources
  • Outsourcing
  • Consultants and Advisors
  • Products and Services Production and Delivery
  • Distribution System
  • Order Turn Around
  • Suppliers and Vendors
  • Service Standards
  • Customer Service Plan
  • Quality Control
  • Costs Minimization
  • Technology
  • Production and Operation Advantages
  • Capacity
  • Safety Procedures
  • Inventory
  • Environmental Considerations

4.0 Products and Services

  • Products and Services Description
  • Awards, Honors and Achievements
  • Case Studies
  • Product and Service Mix and Price Points
  • Life Cycle
  • Production Strategy
  • Research and Development Strategy
  • Space Utilization
  • Departments Descriptions
  • Future Products and Services
  • Effects of Technology
  • Computerization Requirements
  • Company Sales Literature and Brochures
  • Internet Strategies
  • Electronic Ordering and Fulfillment
  • Inventory Method and Management
  • Regulatory Compliance
  • Product and Service Liabilities

5.0 Marketing Plan

  • Industry Overview
  • Industry Distribution
  • Market Segments Description
  • Market Segment Needs
  • Market Segmentation Strategy
  • Target Markets
  • Market Trends
  • Market Growth
  • General Nature of the Competition
  • Customer Choice Factors
  • Product and Service Competitive Comparison
  • Competitive Analysis
  • Competitive Positioning
  • Competitive Edge
  • Marketing Strategy
  • Marketing Programs

6.0 Strategic Plan

  • Company Objectives
  • Potential Problems / Risks
  • Risk Analysis
  • SWOT
  • Company Strategies, Strategic Tactics and Strategic Programs
  • Sales Strategy
  • Sales Programs
  • Strategic Alliances and Joint Ventures
  • Operating Budget
  • Sales Forecast
  • Milestones
  • Control Mechanisms

7.0 Financials

  • Sources and Uses of Funds
  • Financial Strategy
  • Capital Equipment Valuation
  • Company Collateral
  • Assumptions
  • Financials / Valuations / Financial Analysis / Budgets
  • Exit Strategy
  • Harvesting Value Strategy
  • Venture Risk
  • Effects of Investment and Finance on Cash Flow
  • Tax Strategies

8.0 Appendix

  • Resumes
  • Customer Testimonials / Recommendation Letters
  • Letters of Intention and Interest / Memorandums of Understanding
  • Reference Letters
  • Joint Venture and Strategic Alliance Agreements
  • Land Purchase Agreements
  • Product and Service Agreements
  • Other Agreements
  • Contracts, Leases and Pre-Sale Commitments
  • Patents, Trademarks, Service Marks, Copyrights and License Agreements
  • Brochures and Advertising Materials
  • Industry and Marketing Analysis and Studies
  • Market Research / Supporting Articles
  • Product Line Pictures, Renderings and Illustrations
  • Facilities / Equipment Pictures and Layouts
  • Maps & Photos of Business Locations
  • Construction Plans / Timelines / Disbursement Schedule
  • Engineering Studies
  • Company Registration and Charter
  • Company and Principals’ Credit Reports
  • Tax Returns
  • Quarterly and Annual Reports
  • Appraisals and Valuations
  • Feasibility Studies
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