Framework for Your Business Plan: This outline includes what we think should go into a complete and well thought out business plan.
1.Coversheet:
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Company Name
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Company Address
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Company Phone Number and Email Address
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Website Address (if you have one)
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Logo (if you have one)
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Names, titles, addresses and phone numbers of owners or corporate officers
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Month and year the plan is issued
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Number of the copy
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Name of the preparer
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2.Executive Summary Statement of Purpose:
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Business Name
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Legal Structure
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Where is the business located
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Mission Statement
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Product or Service under development
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When company founded and current stage of development
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What do you need? Space, money, etc.
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3.The Management and Organizational Plan:
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Description of the business
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Description of product/service
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Organizational chart and description of key management and personnel
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Physical location of business
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Methods of record keeping
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Insurance
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Security -- how safeguarding idea?
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4.The Marketing Plan:
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Target Market/s
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Competitive Analysis
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Methods of Distribution
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Promotion
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Product Design
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Timing of Market Entry
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Location
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SWOT Analysis
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5.Operating and Control Systems Plan that includes the following detail:
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Manufacturing
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R&D
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Purchasing
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Staffing
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Equipment
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Facilities
Note: Provide a rollout strategy as to when these requirements need to be purchased and implemented. In addition, describe the vendors you will need to build the business. Do you have current relationships, or do you need to establish new ones? Who will you choose and why?
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6.Development, Milestones and Exit Plan
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Goals
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Strategies
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Milestones
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Future Milestones
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Risk Evaluation
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Exit Plan
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7.Financial Documents:
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Balance Sheet
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Profit & Loss (Income) Statement
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Business Financial History
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Loan Application
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8.Supporting Documents
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Resumes
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Credit report
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Letters of Reference
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Contracts
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Legal Documents
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Other research
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