PREPRATION

OF A
PROJECT REPORT

Essentials of a project report

Report should be sequentially
arranged.
Report should be exhaustive.

Report should not be very

lengthy & subjective.
Report should logically &
objectively explain the
projections.

Report should appropriately be made

from 2-10 years.

Project Report should justify the

financial needs and financial
projections.

The project report should be

professionally made to demonstrate
that the promoters possess
entrepreneurial acumen & sound
experience.

Project report should also justify

market prospects & demands
Report should be attractive to financial
agencies & investors.
Project Report should also have a
high aesthetic value.

Format of a project report

1.Cover sheet ( Name of company,
Address, Promoters)
2.Table of contents
3.Executive summary (2-3 pages)
4.The business
I) Objective of setting a business
II) Brief history of past performance
(if any)
III) Form of ownership

IV) Name, qualification of the owners

V) Proposed, actual headquarter
VI) Proposed, actual capital
structure
5. The funding requirements
I) Debt
II) Equity
6. The product/service
I) Description of product/service

II) Comparative analysis with similar

products/substitute products
III) Patent, Trademark, Copyright, Franchises
& Licensing agreements.
7. The plan
I) Marketing plan
a) Market demography, like profiles of
customers & end users, preferences &
needs
b) Strengths & weaknesses of
competitors
c) SWOT analysis of the market

d) Marketing mix strategies

Product mix strategies
Promotion mix strategies
Pricing mix strategies
Distribution mix strategies
II) Operational plan
a) Plant location
b) Plant layout
c) Material requirement
d) Inventory management

e) Quality control
III) Organizational plan
a) Organizational chart
b) Detail about the board of
directors
c) Manpower planning
d) Legal aspect of labor
IV) Financial plan for 2-5 years
a) For existing companies, a
summary of previous financial data
b) Projected sale

c) Projected income & expenditure

statements
d) Projected break-even points
e) Projected profit & loss statement
f) Projected balance sheet
g) Projected cash flow
h) Projected fund flow
i ) Projected ratios
8. Critical risk
9. Exit strategies

10. Appendix
I) Curriculum vitae of the owner
II) Ownership agreement
III) Certificate from pollution board
IV) Memorandum of understanding
V) Article of association
VI) Other documents that help in
marketing the project viability

THANK YOU