NAME OF COMPANY

NAMES

DATE OF SUBMISSION
I. Introduction 4
A. Name and address of business 4
B. Name(s) and address(es) of principal(s) 4
C. Nature of business 4
D. Statement of financing needed 4
E. Statement of confidentiality of report 4

II. Executive Summary—Two to three pages summarizing the complete business

plan 4

III. Industry Analysis 4

A. Future outlook and trends 4
B. Analysis of competitors 4
C. Market segmentation 5

IV. Description of Venture 5

A. Product(s) 5
B. Service(s) 5
C. Size of business 5
D. Office equipment and personnel 5
E. Background of entrepreneur(s) 5

V. Production Plan 6
A. Manufacturing process (amount subcontracted) 6
B. Physical plant 6
C. Machinery and equipment 6
D. Names of suppliers of raw materials 6

VI. Operations Plan 6

A. Description of company’s operation 6
B. Flow of orders for goods and/or services 6
 C. Technology utilization 6

VII. Marketing Plan 7

A. Pricing 7
B. Distribution 7
C. Promotion 7
D. Product forecasts 7
E. Controls 7

VIII. Organizational Plan 8

A. Form of ownership 8
B. Identification of partners or principal shareholders 8
C. Authority of principals 8
D. Management team background 8
E. Roles and responsibilities of members of organization 8

IX. Financial Plan 9

A. Assumptions 9
B. Pro forma income statement 9
C. Cash flow projections 9
D. Pro forma balance sheet 9
E. Break-even analysis 9
F. Sources and applications of funds 9

X. Appendix (contains backup material) 10

A. Letters 10
B. Market research data 10
C. Leases or contracts 10
D. Price lists from suppliers 10
I. Introduction

A. Name and address of business

The name and address of the company.

B. Name(s) and address(es) of principal(s)

The name of the entrepreneur(s), telephone number, fax number, e-mail address, and
Web site address if available.

C. Nature of business

A paragraph describing the company and the nature of the business.

D. Statement of financing needed

The amount of financing needed. The entrepreneur may offer a package (e.g., stock or
debt). However, many venture capitalists prefer to structure this package in their own
way.

E. Statement of confidentiality of report

A statement of the confidentiality of the report. This is for security purposes and is
important for the entrepreneur.

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II. Executive Summary

Two to three pages summarizing the complete business plan

1. What is the business concept or model?

2. How is this business concept or model unique?
3. Who are the individuals starting this business?
4. How will they make money and how much?

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III. Industry Analysis

A. Future outlook and trends PEST

What are the major economic, technological, legal, and political trends on a national and
an international level?

What are total industry sales over the past five years?

What is anticipated growth in this industry?

B. Analysis of competitors SWOT

How many new firms have entered this industry in the past three years?

What new products have been recently introduced in this industry?

Who are the nearest competitors?

How will your business operation be better than this?

Are the sales of each of your major competitors growing, declining, or steady?

What are the strengths and weaknesses of each of your competitors?

C. Market segmentation

What trends are occurring in your specific market area?

What is the profile of your customers?

How does your customer profile differ from that of your competition?

Primary, Secondary, and Tertiary Market

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IV. Description of Venture

What is the mission of the new venture?

What are your reasons for going into business?

Why will you be successful in this venture?

What development work has been completed to date?

A. Product(s)

What is your product(s) and/or service(s)?

Describe the product(s) and/or service(s), including patent, copyright, or trademark

status.

B. Service(s)

What is your product(s) and/or service(s)?

Describe the product(s) and/or service(s), including patent, copyright, or trademark

status.

C. Size of business

How many employees will you have?

Where will the business be located?

Is your building new? old? in need of renovations? (If renovation is needed, state costs.)

Is the building leased or owned? (State the terms.)

Why is this building and location right for your business?

D. Office equipment and personnel

What office equipment will be needed?

Will equipment be purchased or leased?

What experience do you have and/or will you need to successfully implement the
business plan?

E. Background of entrepreneur(s)

Describe each entrepreneur:

- Educational background
- Specialization and/or expertise
- What experience do you have and/or will need to successfully implement the
business plan

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V. Production Plan

A. Manufacturing process (amount subcontracted)

Will you be responsible for all or part of the manufacturing operation?

If some manufacturing is subcontracted, who will be the subcontractors? (Give names
and addresses.)

Why were these subcontractors selected?

What are the costs of the subcontracted manufacturing? (Include copies of any written
contracts.)

If a Retail Operation or Service:

From whom will merchandise be purchased?

How will the inventory control system operate?

How will the goods flow to the customer?

Chronologically, what are the steps involved in a business transaction?

B. Physical plant

What will be the layout of the production process? (Illustrate steps if possible.)

What are the storage needs of the venture and how will they be promoted?

C. Machinery and equipment

What equipment will be needed immediately for manufacturing?

What raw materials will be needed for manufacturing?

What are the future capital equipment needs of the venture?

What are the technology utilization requirements to service customers effectively?

D. Names of suppliers of raw materials

Who are the suppliers of new materials and what are the appropriate costs?

What are the costs of manufacturing the product?

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VI. Operations Plan

A. Description of company’s operation

Describe flow of goods and services from production to customer (inventory or storage,
shipping, customer support)

B. Flow of orders for goods and/or services

Chronological steps in completing business transaction (where will product be

purchased, how they would be stores, inventory management, shipping, customer log in
to complete a transaction
C. Technology utilization

What are the technology utilization requirements to have efficient operation

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VII. Marketing Plan

A. Pricing

What are the pricing changes in the market, who has initiated these changes, and why?

B. Distribution

Who are the users, where are they located, how much do they buy, from whom do they
buy, and why?

What channels of distribution supply consumers, and how do they function?

Who are the competitors, where are they located, and what advantages/disadvantages
do they have?

C. Promotion

How have promotion and advertising been employed and which approach has been
most effective?

D. Product forecasts

What are the company’s strengths? Weaknesses?

What are one’s production capabilities by product?

What are the market’s attitudes concerning competitive products?

What marketing techniques are used by the most successful competitors? By the least
successful?

What are the overall objectives of the company for the next year and five years hence?

E. Controls

What controls will the company undertake and how often (quarterly, semi annually,
annually)
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VIII. Organizational Plan

A. Form of ownership

What is the form of ownership of the organization?

If a partnership, who are the partners and what are the terms of agreement?

If incorporated, who are the principal shareholders and how much stock do they own?

B. Identification of partners or principal shareholders

How many shares of voting or nonvoting stock have been issued and what type?

Who are the members of the board of directors? (Give names, addresses, and
resumes.)
C. Authority of principals

Who has check-signing authority or control?

D. Management team background

Who are the members of the management team and what are their backgrounds?

E. Roles and responsibilities of members of organization

What are the roles and responsibilities of each member of the management team?

What are the salaries, bonuses, or other forms of payment for each member of the
management team?

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IX. Financial Plan

A. Assumptions

What are your assumptions on your initial investment

What are your assumptions on possible investments
What are your assumptions on how the current financial environment in the country and
around the world will affect your business

B. Pro forma income statement

Write up of the projection for the next 3 years (see excel sheet for template). Explain
thoroughly.
C. Cash flow projections

Write up of the projection for the next 3 years (see excel sheet for template). Explain
thoroughly.

D. Pro forma balance sheet

Write up of the projection for the next 3 years (see excel sheet for template). Explain
thoroughly.

E. Break-even analysis

Write up on the estimated time for break-even and/or estimated time for return of
investment

F. Sources and applications of funds

How will you use your initial investment

Where will you get additional investments and how will you use these
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X. Appendix (contains backup material)

A. Letters

TEXT

B. Market research data

TEXT

C. Leases or contracts

TEXT
D. Price lists from suppliers

TEXT