A. Executive Summary 4
A1. Company Identification 4
A2. Mission of the Company 4
A3. Business Goals 4
A4. Keys to Success 4
B. Company Summary 5
B1. Industry History 5
B2. Legal Form of Ownership 5
B3. Location and Facilities 5
B4. Management Structure 5
B5. Products and Services 5
C. Market Analysis 6
C1. Target Market 6
C2. Industry Analysis 6
C3. SWOT Analysis 7
D. Market Strategy 8
D1. 4Ps 8
D2. Price List 8
D3. Promotional Strategy 8
D4. Sales Forecast 8
E. Implementation Strategy 9
E1. Overall Strategy 9
E2. Monitoring Plan 9
F. Financial Statements and Projections 10
F1. Forecasted Profit and Loss Statement 10
F2. Forecasted Balance Sheet 10
G. Financial Report 11
G1. Financial Projections 11
G2. Financial Position 11
G3. Estimated Capital/Investment Needs 11
H. References 12
Executive Summary
Suggested length of 1–2 pages
A1. Company Identification:
A. Executive Summary 4
A1. Company Identification 4
A2. Mission of the Company 4
A3. Business Goals 4
A4. Keys to Success 4
B. Company Summary 5
B1. Industry History 5
B2. Legal Form of Ownership 5
B3. Location and Facilities 5
B4. Management Structure 5
B5. Products and Services 5
C. Market Analysis 6
C1. Target Market 6
C2. Industry Analysis 6
C3. SWOT Analysis 7
D. Market Strategy 8
D1. 4Ps 8
D2. Price List 8
D3. Promotional Strategy 8
D4. Sales Forecast 8
E. Implementation Strategy 9
E1. Overall Strategy 9
E2. Monitoring Plan 9
F. Financial Statements and Projections 10
F1. Forecasted Profit and Loss Statement 10
F2. Forecasted Balance Sheet 10
G. Financial Report 11
G1. Financial Projections 11
G2. Financial Position 11
G3. Estimated Capital/Investment Needs 11
H. References 12
Executive Summary
Suggested length of 1–2 pages
A1. Company Identification: Identify the company’s name and location.
A2. Mission of the Company: Describe the mission of the company.
A3. Business Goals: Discuss two business goals in support of the company’s mission.
A4. Keys to Success: Discuss three keys to success for the company.
Company Summary
Suggested length of 4–6 pages
B1. Industry History: Describe the history of the industry in which the company will operate.
B2. Legal Form of Ownership: Identify the legal form that the company will take.
B3. Location and Facilities: Describe the location and type of facilities needed for the company.
B4. Management Structure: Describe the management structure, including key positions and specific responsibilities.
B5. Products and Services: Describe the products and services offered by the company.
Market Analysis
Suggested length of 3–5 pages
C1. Target Market: Describe the target market for the company’s products and services, including the specific location, demographics, etc.
C2. Industry Analysis: Complete an industry analysis for the company, including current trends and statistics.
C3. SWOT Analysis: Complete a four-square SWOT analysis for the company in which you do the following:
a. Identify three strengths, three weaknesses, three opportunities, and three threats.
b. Explain each of the identified strengths, weaknesses, opportunities, and threats.
S (Strengths)
1.
2.
3.
W (Weaknesses)
1.
2.
3.
O (Opportunities)
1.
2.
3.
T (Threats)
1.
2.
3.
D. Market Strategy
Suggested length of 3–6 pages
D1. 4Ps: Discuss each of the four Ps of marketing as they relate to the company’s products and services.
D2. Price List: Develop a price list for the company’s products and services.
D3. Promotional Strategy: Develop a promotional strategy including specific tasks, target dates, and responsible parties.
D4. Sales Forecast: Develop a monthly sales forecast for the first year of operations, including a discussion of expected market conditions.
Note: The sales forecast will be used as the basis for your revenue in your financial statements.
E. Implementation Strategy
Suggested length of 1–2 pages
E1. Overall Strategy: Summarize the overall strategy that will be utilized to launch your business, including target dates and goals for implementation.
E2. Monitoring Plan: Develop a post-launch monitoring plan (e.g., financial impact, quality control, customer satisfaction, monitoring schedule) to evaluate the success of the company in meeting milestones.
F. Financial Statements and Projections
Note: Develop projected financial statements for the first year of business. You are required to use the Business Plan Financials Template. The only information entered in section F of this report should be “See attached spreadsheets”.
F1. Forecasted Profit and Loss Statement: Develop a month-by-month forecasted profit and loss statement using an estimate of revenues and operating costs based on the sales forecast.
F2. Forecasted Balance Sheet: Develop a forecasted balance sheet for the end of year one.
G. Financial Report
Suggested length of 1–2 pages
G1. Financial Projections: Summarize the financial projections and the assumptions used in estimating the financial statements.
G2. Financial Position: Describe the company’s financial position at the end of the first year.
G3. Estimated Capital/Investment Needs: Describe the company’s initial and future estimated capital/investment needs.
A2. Mission of the Company: Describe the mission of the company.
A3. Business Goals: Discuss two business goals in support of the company’s mission.
A4. Keys to Success: Discuss three keys to success for the company.
Company Summary
Suggested length of 4–6 pages
B1. Industry History: Describe the history of the industry in which the company will operate.
B2. Legal Form of Ownership: Identify the legal form that the company will take.
B3. Location and Facilities: Describe the location and type of facilities needed for the company.
B4. Management Structure: Describe the management structure, including key positions and specific responsibilities.
B5. Products and Services: Describe the products and services offered by the company.
Market Analysis
Suggested length of 3–5 pages
C1. Target Market: Describe the target market for the company’s products and services, including the specific location, demographics, etc.
C2. Industry Analysis: Complete an industry analysis for the company, including current trends and statistics.
C3. SWOT Analysis: Complete a four-square SWOT analysis for the company in which you do the following:
a. Identify three strengths, three weaknesses, three opportunities, and three threats.
b. Explain each of the identified strengths, weaknesses, opportunities, and threats.
S (Strengths)
1.
2.
3.
W (Weaknesses)
1.
2.
3.
O (Opportunities)
1.
2.
3.
T (Threats)
1.
2.
3.
D. Market Strategy
Suggested length of 3–6 pages
D1. 4Ps: Discuss each of the four Ps of marketing as they relate to the company’s products and services.
D2. Price List: Develop a price list for the company’s products and services.
D3. Promotional Strategy: Develop a promotional strategy including specific tasks, target dates, and responsible parties.
D4. Sales Forecast: Develop a monthly sales forecast for the first year of operations, including a discussion of expected market conditions.
Note: The sales forecast will be used as the basis for your revenue in your financial statements.
E. Implementation Strategy
Suggested length of 1–2 pages
E1. Overall Strategy: Summarize the overall strategy that will be utilized to launch your business, including target dates and goals for implementation.
E2. Monitoring Plan: Develop a post-launch monitoring plan (e.g., financial impact, quality control, customer satisfaction, monitoring schedule) to evaluate the success of the company in meeting milestones.
F. Financial Statements and Projections
Note: Develop projected financial statements for the first year of business. You are required to use the Business Plan Financials Template. The only information entered in section F of this report should be “See attached spreadsheets”.
F1. Forecasted Profit and Loss Statement: Develop a month-by-month forecasted profit and loss statement using an estimate of revenues and operating costs based on the sales forecast.
F2. Forecasted Balance Sheet: Develop a forecasted balance sheet for the end of year one.
G. Financial Report
Suggested length of 1–2 pages
G1. Financial Projections: Summarize the financial projections and the assumptions used in estimating the financial statements.
G2. Financial Position: Describe the company’s financial position at the end of the first year.
G3. Estimated Capital/Investment Needs: Describe the company’s initial and future estimated capital/investment needs.