Grants : : Business Plan Help : : SWOT : : FAQ : : Links


Use this outline as a framework for developing a solid and strategic business plan.

1. Coversheet:

 :: Company name
 :: Company address
 :: Company phone number and e-mail address
 :: Website address (if you have one)
 :: Logo (if you have one)
 :: Names, titles, addresses and phone numbers of owners or corporate officers
 :: Month and year the plan is issued
 :: Number of the copy
 :: Name of the preparer

2. Executive Summary Statement of Purpose:

 :: Business name
 :: Legal structure
 :: Business location
 :: Mission statement
 :: Product or service under development
 :: When company founded and current stage of development
 :: What do you need? Space, money, etc.

3. The Management and Organizational Plan:

 :: Description of the business
 :: Description of product/service
 :: Organizational chart and description of key management and personnel
 :: Physical location of business
 :: Methods of record keeping
 :: Insurance
 :: Security—how are you safeguarding your idea?

4. The Marketing Plan:

 :: Target market/s
 :: Competitive analysis
 :: Methods of distribution
 :: Promotion
 :: Product design
 :: Timing of market entry
 :: Location
 :: SWOT analysis

5. Operating and Control Systems Plan (includes the following details):

 :: Manufacturing
 :: R&D
 :: Purchasing
 :: Staffing
 :: Equipment
 :: 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?

6. Development, Milestones and Exit Plan:

 :: Goals
 :: Strategies
 :: Milestones
 :: Future milestones
 :: Risk evaluation
 :: Exit plan

7. Financial Documents:

 :: Balance sheet
 :: Profit & loss (income) statement
 :: Business financial history
 :: Loan application

8. Supporting Documents:

 :: Resumes
 :: Credit report
 :: Letters of reference
 :: Contracts
 :: Legal documents
 :: Other research

 

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