Sample Business Plan Outline
The following is a sample outline of a relatively detailed business
plan and can be used as a guide. You can adapt it to your specific business.
Breaking the parts of the plan down into “bite size pieces”
make the writing job less intimidating and easier
1. Executive Summary
a. Objectives
aa o Express commitment to the business
b. Mission
c. Keys to Success
2. Company Summary
a. Company Ownership and legal structure
b. Start-up Summary
aa o Explain the source and amount of start-up
capitol needed
c. Company Locations and Facilities
aa o Buy or lease
3. Products and Services
a. Product and Service Description (in depth)
b. Competitive Comparison
c. Sales Literature
d. Fulfillment
aa o How you will produce and deliver the
product or service
aa o Equipment needs
aa o Insurance needs
e. Technology
aa o The technologies that will be required
to produce and deliver
4. Market Analysis Summary
a. Market Segmentation
aa o Identify your market, its size and
locations.
b. Target Market Segment Strategy
aa o Market Needs/Demand
aa o Market Growth
c. Service Business Analysis
d. Business Participants
aa o Other businesses providing similar
products or services
e. Competition and Buying Patterns
f. Main Competitors
5. Strategy and Implementation Summary
a. Competitive Edge/Advantage
b. Marketing Strategy
c. Positioning Statement
d. Pricing Strategy
e. Promotion Strategy
f. Distribution Strategy
g. Marketing Programs
h. Sales Strategy
i. Sales Forecast
j. Sales Programs
k. Milestones
6. Web Plan Summary
a. Website description
b. Development Requirements
7. Management Summary
a. Organizational Structure
b. Management Team
aa o Discuss skills and experience of management
team
c. Management Team Gaps
aa o Will you need an outside accountant,
etc. to help run the business?
d. Personnel Plan
aa o Hiring, personel needed, contract
labor
8. Financial Plan
a. Important Assumptions
aa o Interest rate, tax rate, % of sales
on credit, etc.
b. Break-even Analysis
c. Projected Profit and Loss
aa o Operating budget monthly for fist
yearly, yearly for next two years.
d. Projected Cash Flow
aa o Show monthly for the first year and
yearly for the next two years.
e. Projected Balance Sheet
f. Show monthly for the first year and yearly for the next two years.
g. Long-term Plan
aa o Expansion, exit strategy, etc.
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