"Business Plan Template"

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S
B
P
T
AMPLE
USINESS
LAN
EMPLATE
<<C
L
>>
OMPANY
OGO
<<C
N
>>
OMPANY
AME
B
USINESS PLAN
<<Prepared by:__________________>>
<<Date>>
S
B
P
T
AMPLE
USINESS
LAN
EMPLATE
<<C
L
>>
OMPANY
OGO
<<C
N
>>
OMPANY
AME
B
USINESS PLAN
<<Prepared by:__________________>>
<<Date>>
Strictly Private & Confidential
© <<Company Name>> <<Year>>
<<Logo>>
Table of Contents
Page
Confidentiality Agreement
ii
1)
Executive Summary
1
2)
Company Description
2
Promoters, shareholders and Board
2
Advisors
2
Products and services
2
Long Term Aim of Business
2
Objectives
2
S.W.O.T. Analysis
2
3)
Market Analysis
3
Target market
3
Total market valuation
3
Targeted share
3
Market trends
3
Profile of competitors
3
Competitive advantage
4
Benefits to clients
4
4)
Marketing/Sales Strategy
5
Income sources
5
Marketing strategy
5
Pricing
5
Advertising and Promotion
5
Sales Strategy
6
5)
Research & Development
7
Patents, copyrights and brands
7
Product/Service Development
7
R&D
7
6)
Staffing and Operations
8
Management Organisation Charts
8
Staffing
8
Training Plans
8
Operations
8
7)
Financial Projections
9
Key Assumptions
10
Profit and Loss Accounts
11
Balance Sheets
12
Cashflow Projections
13
8)
Sales Pipeline
14
9)
Funding Requirements
15
10)
Appendices
16
i
This document is the proprietary property of <<Company Name>>.
Copying or otherwise distributing the information contained herein is a breach of confidentiality agreement.
Strictly Private & Confidential
© <<Company Name>> <<Year>>
<<Logo>>
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 <<Company/Promoter>>.
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 <<Company>>.
Upon request, this document is to be immediately returned to
<<Company/Promoter>>.
___________________________
Signature
___________________________
Name (printed)
___________________________
Date
This is a business plan. It does not imply offering of securities.
ii
This document is the proprietary property of <<Company Name>>.
Copying or otherwise distributing the information contained herein is a breach of confidentiality agreement.
Strictly Private & Confidential
© <<Company Name>> <<Year>>
<<Logo>>
1.
Executive Summary
<< Introduce promoters here, and the reason you are now 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:
Year 1
Year 2
Year 3
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. >>
1
This document is the proprietary property of <<Company Name>>.
Copying or otherwise distributing the information contained herein is a breach of confidentiality agreement.
Strictly Private & Confidential
© <<Company Name>> <<Year>>
<<Logo>>
2.
Company Description
Promoters and Shareholders
<< Description of the people involved in starting the business:
Promoters
Management structure and areas of responsibility
Shareholders names, no. of shares, % 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.
Background to its development
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). >>
SWOT Analysis
<< Analyse the strengths and weaknesses of the business and product or service, the
opportunities that exist in the marketplace, and the threats to the viability of the
project. This is best done in a matrix diagram as follows:
Strengths
Weaknesses
Opportunities
Threats
>>
2
This document is the proprietary property of <<Company Name>>.
Copying or otherwise distributing the information contained herein is a breach of confidentiality agreement.