Business Plan Outline

Organizational Part

What is included? This section should include a "summary description of your business" statement followed by information on the "administrative" end of your company.

Summary description of the business

In a paragraph or two give a broad overview of the nature of your business, telling when and why the company was formed.

Mission

Business model

Strategy

Strategic relationships

SWOT analysis

Products or services

Administrative plan

Intellectual Property

Location

Legal structure

Management

Personnel

Accounting & legal

Insurance

Security

Financial Documents

The quantitative part of your business plan. This section of the business plan is the quantitative interpretation of everything you stated in the organizational and marketing plans. Do not do this part of your plan until you have finished those two sections.Financial documents are the records used to show past, current, and projected finances. The following are the major documents you will want to include in your Business Plan. The work is much easier if they are done in the order presented because they build on each other, utilizing information from the ones previously developed.

Summary of Financial Needs

Why you are applying for financing

How Much capital you need

Loan Fund Dispersal Statement

Tell How you intend to disperse the loan funds.

Back Up your statement with supporting data.

Pro Forma Cash Flow Statement

Three-Year Income Projection

Projected Balance Sheet

Break-Even Analysis

Profit & Loss Statement

Balance Sheet

Financial Statement Analysis

Business Financial History

Putting Your Plan Together

Marketing Plan

What is a marketing plan?The Marketing Plan defines all of the components of your marketing strategy. You will address the details of your market analysis, sales, advertising, and public relations campaigns. The Plan should also integrate traditional (offline) programs with new media (online) strategies.

Overview and Goals of Your Marketing Strategy

Market Analysis

Target Market

Competition

Market Trends

Market Research

Marketing Strategy

General Description

Method of Sales and Distribution

Packaging

Pricing

Branding

Database Marketing

Sales Strategies

Sales Incentives/Promotions

Advertising Strategies

Public Relations

Networking

Customer Service

Description of Customer Service Activities

Expected Outcomes of Achieving Excellence

Implementation of Marketing Strategy

In-House Responsibilities

Out-Sourced Functions

Assessment of Marketing Effectiveness

To be used by existing companies after making periodic evaluations

Supporting Documents

Personal Resumes

Owners' Financial Statements

Credit Reports

Copies of Leases, Mortgages, Purchase Agreements

Letters of Reference

Contracts