Sample Business Plan Format - Docxv1

Business Plan
[Insert Date]
Company name
Address
City
Business phone
Email address
Confidentiality Agreement
The undersigned reader acknowledges that any information provided by _________________________

in this business plan, other than information that is in the public domain, is confidential in nature, and that
any disclosure or use of same by the reader may cause serious harm or damage to
________________________. Therefore, the undersigned agrees not to disclose it without express written
permission from ________________________________.
Upon request, the undersigned reader will immediately return this document to
___________________________.
___________________
Signature
___________________
Name
___________________
Date
This is a business plan. It does not imply an offering of securities.
2
Table of Contents
Confidentiality Agreement.......................................................................................................................................2
I. Executive Summary...............................................................................................................................................4
II. Company Description..........................................................................................................................................5
III. Products & Services...........................................................................................................................................5
IV. Marketing Plan...................................................................................................................................................6
V. Merchandising Plan.............................................................................................................................................7
VI. Management & Organization............................................................................................................................7
Organization Chart.................................................................................................................................................8
VII. Financial Plan..................................................................................................................................................10
IX. Appendices........................................................................................................................................................10
3
I. Executive Summary
Description of Your Company Name:
Company
Ownership Type:
Owner(s) Name:
Formation Period:
Location of Business:
Product/service Description Name of the products:
Inputs the products are made from:
Target Market Who are they?
Goals of the Company End of year 1–Sales, profit, employment opportunity
End of year 3 –Sales, profit, employment opportunity
Financial Outlook Total money you want:
How will you use it:
How it will make it profitable:
4
II. Company Description
Business name
Owners name
Owners experience
Year of formation:
Ownership type
Business
Address/Location
Company Mission
Goals & Milestones 1. Sales

2. Profit
3. Employment opportunity
III. Products & Services

Product list
Product picture
Product Feature
Inputs used
5
IV. Marketing Plan
Target customer Who are they, where are they located
Target customer size Estimated number of users
Key competitors Name
Locations
Products they sale
Price
Feature
Delivery way
Promotion
Credit policy
Your plan compared to Locations
competitors Products they sale
Price
Feature
Delivery way
Promotion
Credit policy
Pricing (use table A below) Cost per unit
Sales forecast for year 1 (use Product
table B below) Price
Quantity
Month 1, 2, 3, 4………….
Table A
Purchase Transport Package Other Profit Price per
Product Unit unit price Unit cost unit cost cost margin unit
Total
Table B
Month 1
S.No Product Name Sales in ETB Annual sales (Sales/ month *12)
Quantity (Q) Price (P)
(Q*P)
Total
6
V. Merchandising Plan
Product sourcing Main Suppliers Name
Address
Credit and delivery terms
Back up plan if main suppliers fail to supply
Quality control How do you control quality
Location and premises- use Location of your business including branches or sales out late. If any
photo Shop design if any picture or blue print
Personnel requirement Permanent employees
Contractual employees
Credit policy Do customers expect it?
What your credit policies will be.
How much credit will you extend?
What are the criteria for extending credit?
How will you check new customers’ creditworthiness?
What credit terms will you offer?
How will you handle slow-paying customers?
VI. Management & Organization
Bio/s
Gaps in
Management or
Experience
7
Advisors
Organization Chart
TITLE
TITLE
TITLE
8
VII. Financial Plan
9
Your financial plan is perhaps the most important element of your business plan. Lenders and investors will review
it in detail. It includes the following:
12-month profit & loss projection

Also known as an income statement or P&L, the 12-month profit and loss projection is the centerpiece of your
business plan. (Refer to the Sales Forecast you created. Use excel format
Be sure to explain the assumptions behind the numbers in your P&L.
Optional: 3-year profit & loss projection

A three-year profit and loss projection is not essential to a business plan. However, you may want to create one if
you expect your business’s financials to change substantially after the first year, or if investors or lenders require it.
IX. Appendices
Don’t slow your readers down by cluttering your business plan with supporting documents, such as contracts or
licenses. Instead, put these documents in the Appendices, and refer to them in the body of the plan so readers can
find them if needed.
Below are some elements many business owners include in their Appendices.
1. Agreements (contracts, purchase orders, letters of intent, etc.)

2. Intellectual property (trademarks, licenses, patents, etc.)
3. Resumes of owners/key employees
4. Advertising/marketing materials
5. Blueprints/plans
6. List of equipment
7. Market research studies
8. List of assets that can be used as collateral
10

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Business Plan

The undersigned reader acknowledges that any information provided by _________________________

This is a business plan. It does not imply an offering of securities.

Goals & Milestones 1. Sales

III. Products & Services

VI. Management & Organization

12-month profit & loss projection

Optional: 3-year profit & loss projection

1. Agreements (contracts, purchase orders, letters of intent, etc.)

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