"Business Plan Template"

What Is a Business Plan Template?

A Business Plan Template is a roadmap that contains the overview of a start-up or established company. A free Business Plan template can be downloaded through the link below.

Whether you have decided to change the business direction of your company or you are brainstorming ideas for your future entity and drafting a Small Business Plan template, a well-documented strategy will allow you to evaluate your current standing, analyze the skills and traits that will help you to run a successful business, underline the weak points to work on, and conduct polls to discover if the local community or larger public is interested in your product.

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How to Write a Business Plan Template?

You can use a Business Plan template we offer or follow these steps to compose your own document from scratch:

  1. Make a proper cover - write down "Business Plan" and name your entity, add its address and logo, and state the date you prepare this document.
  2. Include an executive summary - a short introduction of your business plan. Use one page to outline an overview of your business - its mission, ideas, plans, advantages, and financing requirements. Additionally, it is possible to mention the motivation behind starting a business.
  3. List your contact details and products or services you are offering your clients. You may single out several most popular goods or services you are willing to provide, briefly describe them, and record their prices using a small table.
  4. Write down several paragraphs about yourself, the business owner - elaborate on your education history and practical experience that will come in handy when you run your business. Honestly assess your virtues and flaws even if you are creating a simple Business Plan.
  5. Determine your marketing strategy - how you are going to promote and sell your products and services. Research the market and similar organizations to find out whether your prices and discounts seem fair. Contact potential customers and learn their reactions to your product.
  6. State the location you have selected for your office or store and explain the reasoning behind your choice. Indicate the staffing strategy for the first months or years of business - how many people you are going to hire and what will be their main duties.
  7. Check the legal requirements of your state and county to learn what steps to take to properly register the company, what licenses and permissions are required to operate the business, and whether you need an insurance policy.
  8. Detail the accounting plans - who will do the bookkeeping of the business and take care of short- and long-term financing.
  9. Add a table with an operating budget breakdown to predict your revenue for the first six months or one year of operating a business.
  10. In case you would prefer a short Business Plan, consider filling out a One-Page Business Plan template to elaborate on your mission, establish the objectives of your organization, prepare a yearly budget, estimate the income, project the expenses, and build a marketing plan.

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Business Plan
for _____________________
Company Name
Prepared by __________________________
Table of Contents
Confidentiality Agreement.………...……….……………………………….…………….1
Executive Summary………………..……….……………………………….…………….2
Company Description……………..……….…………
………………….……………..3
..
Promoters and Shareholders……………………………..
…………………….…3
Advisors……….……………………………….……….………………………….3
Products and Services……….……………………………….……….……………3
Long Term Aim of Business……….……………………………….……….……..3
..
Objectives……….………………………………..
……………….……….……..3
S.W.O.T. Analysis ...…………....….……………………………….……….……..4
Market Analysis……...……….……………………………….…………………….…….5
Target Market .………….………….………….………….………………….…….5
Total Market Valuation .……….………….………….…………...………….…….5
Target Company Revenue………….………….………….………………….…….5
Market Trends……………………..………….………….………….……………..5
Profile of Competitors…………….………….………….………….……….…….6
Competitive Advantage …………………….…………….……………....….…….6
Benefits to Clients………………………….…………….…………….…….…….6
Marketing/Sales Strategy…………………………………………...……………….…….7
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Business Plan
for _____________________
Company Name
Prepared by __________________________
Table of Contents
Confidentiality Agreement.………...……….……………………………….…………….1
Executive Summary………………..……….……………………………….…………….2
Company Description……………..……….…………
………………….……………..3
..
Promoters and Shareholders……………………………..
…………………….…3
Advisors……….……………………………….……….………………………….3
Products and Services……….……………………………….……….……………3
Long Term Aim of Business……….……………………………….……….……..3
..
Objectives……….………………………………..
……………….……….……..3
S.W.O.T. Analysis ...…………....….……………………………….……….……..4
Market Analysis……...……….……………………………….…………………….…….5
Target Market .………….………….………….………….………………….…….5
Total Market Valuation .……….………….………….…………...………….…….5
Target Company Revenue………….………….………….………………….…….5
Market Trends……………………..………….………….………….……………..5
Profile of Competitors…………….………….………….………….……….…….6
Competitive Advantage …………………….…………….……………....….…….6
Benefits to Clients………………………….…………….…………….…….…….6
Marketing/Sales Strategy…………………………………………...……………….…….7
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Marketing Strategy……………….……………….………...……………….…….7
Revenue Sources ……………….…….……………….…….……………….…….7
Sales Strategy…….…………………….…….……….…….……………….……..8
Pricing....…………………….…….……………….…….……………….…….….8
Marketing and Communications Strategy.…….…………….……………………..8
Research and Development.………………….…………………….……………………...9
Technology Roadmap .………………….…………………………....…….………9
Research and Development ..……………….……………….…………….………9
Technical Partners.………………….…………………….………….…….………9
IP, Patents, Copyrights, Brands.…….…….…….…….…….…….…….…….……9
Staffing and Operations ….………………………………………………………………10
Management Organisation Chart …………………………………………....……10
Staffing……………………………………………………………………………10
Training Plans ………………………………………………………….…………10
Operations…………………………………………...……………………………10
Financial Projections……………………………………………………………………..11
Key Assumptions……………………………………………..…………………..11
Profit and Loss Accounts……………………………………………..…………..12
Balance Sheets…………………………………………………………..………..12
Cash Flow Projections………………………………………………..…………..12
Sales Pipeline………………………………………………………………………...…..13
Funding Requirements………………………………………………………….………..14
Appendices…………………..……………………………………………………...……15
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Confidentiality Agreement
The undersigned reader acknowledges that the information provided in this Business Plan
is confidential; therefore, the reader agrees not to disclose it without the express written
permission of __________________________.
It is acknowledged by the reader that information to be furnished in this Business Plan is
in all respects confidential in nature, other than information that is in the public domain
through other means, and that any disclosure or use of this confidential information by
the reader may cause serious harm or damage to __________________________.
Upon request, this document is to be returned to __________________________ at ____
_______________________________________.
______________________________
Printed Name
______________________________
Signature
______________________________
Date
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Executive Summary
Introduce promoters and the reason you are preparing this Business Plan.
This section should not be completed until the Business Plan is written. It will highlight
all milestones in the company’s development over the next five years. It should sum up
the following areas:
● Purpose of the plan;
● Product or service and its advantages;
● Market opportunity;
● Management team;
● Track record, if any;
● Financial projections;
● Funding requirements.
Financial projections should be summarised and highlighted. The following format is
suggested as a guide:
First Year
Second Year
Sales
____________________
____________________
Exports
____________________
____________________
Net Profit (Before Tax)
____________________
____________________
Investment
____________________
____________________
Employment
____________________
____________________
Remember that potential investors often make a provisional judgement based on the
executive summary, and that their decision to read the main body of the Business Plan
will depend on the information presented here. The appendices at the back of the plan
contain more detailed information to support the main text of the Business Plan.
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Company Description
Promoters and Shareholders
Description of the people involved in starting the business:
● Promoters;
● Management structure and areas of responsibility;
● Shareholders (along with their names, numbers of shares, percent shareholding,
and cash investment to date).
Advisors
Financial, legal, and other advisors should be listed, with names, addresses and contact
details.
Products and services
Explain clearly what your product or service is and what it does:
● Development background;
● Benefits and features;
● Unique selling points;
● Advantages to customers;
● Disadvantages or weak points;
● Future developments.
Long Term Aim of the Business
State the long-term aim of the new business.
Objectives
State the specific milestones to be achieved by the company over the next five years
(sales, exports, employment, product development, etc).
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