Client Business Plan Template

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Client Business Plan Template
Company Name
Client Name
Phone Number
Consultant
Client Signature
PROPRIETARY INFORMATION: Do Not Distribute
Client Business Plan Template
Company Name
Client Name
Phone Number
Consultant
Client Signature
PROPRIETARY INFORMATION: Do Not Distribute
Small Business Pack Business Plan
Executive Summary
The Executive Summary is the doorway to your business plan. The summary should outline and
emphasize your plan’s main points.
Objectives
Setting your objectives, such as market share, sales, and profit, will determine your business goals. Make
sure your objectives are concrete and measurable. They should indicate a level of sales or profits, a
percentage of gross margin, a growth rate, or a market share you plan to attain. Avoid using vague
objectives like “being the best” or “growing rapidly.” You should set at least three objectives for your
business.
Objective 1
Objective 2
Objective 3
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Small Business Pack Business Plan
Mission Statement
A mission statement expresses the higher goals of your company, such as providing services to unique
industries, spreading new technologies, or improving education. If your company has a mission, state it
simply and in one or two sentences.
Company
Summarize your company by briefly explaining what your company sells, through what channels, and to
whom.
Company Ownership
Describe the ownership of your company. Is it a partnership, sole proprietorship, or corporation? Is it
publicly traded or privately owned?
Company History
Indicate when your company was founded, by whom, and with what purpose. How has it progressed
since being founded? When did you relocate offices, expand product lines, or otherwise change
substantially? Remember to include information about sales, products/services, and markets serviced as
well as how these items have changed over time. If the company is new, state why you have decided to
start the business.
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Small Business Pack Business Plan
Company Location and Facilities
Briefly describe the offices and locations of your company, the nature and function of each, square
footage, lease arrangements, and other facilities information.
Product(s)/Service(s)
This paragraph is a summary of the product(s)/service(s) section. Your summary should outline and
describe your product(s)/service(s). Describe how the product(s)/service(s) compliment one another or
are sold together, if applicable.
Product Description / Service Description
List your product(s)/service(s) individually and describe how they benefit your customers.
Product/Service 1
Product/Service 2
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Small Business Pack Business Plan
Product/Service 3
Important Product(s)/Service(s) Features and Competitive Comparison
Describe the important competitive features of your product(s) or service(s), or both. Why will people
buy your product(s)/service(s) instead of others? Do you offer better features, price, quality, or service?
Describe your unique selling feature(s) that gives you an advantage over the competition.
Customer Service / Follow-up Service
Explain how you propose to service the product(s)/service(s) you sell. If your company offers only
service(s), change the heading to follow-up service and describe how you intend to provide customer
support. Also include your hours of operation as well as your guarantee policy.
Market Analysis
Industry Analysis
The information you provide here will set the scene for the Market Forecast section. Identify and
describe the market segments which will affect your business. Use standard information sources to
produce an evaluation of current market trends that affect your company’s marketing plan.
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