TABLE OF CONTENTS

Your business plan is divided into the following sections:

Business Overview
Description of the business____
Major demographic, economic,
social and cultural factors_____2
Major players (suppliers,
distributors, clients)__________
Nature of the industry________
Trends in the industry:________
Government regulations______
Market segment ____________

Products & services_________

Pricing and distribution_______
Market trends______________
Implications or risk factors____
Competitors and type of
competition________________
Competitors' strengths
and weaknesses____________
Competitive advantage
_________________________

Sales & Marketing Plan

Customers_________________
Suppliers__________________
Advertising & promotion______

Pricing & distribution_________

Customer service policy
_________________________

Operating Plan
Business location & requirements / advantages / lease details_______5
Equipment / technology / R&D / environmental aspects____________5
Human Resources Plan
Key employees______________6

Policies & procedures________6

Action Plan
Action plan & timetable________7
Executive Summary
A brief description of the project, the financing required, and
additional information that help explain the business plan__________
APPENDIX: Financial Plan
The companys financial performance, both historical and
projected. Includes sales, cost of goods sold, expenses,
income statement, balance sheet, cash flow budget, financial
requirements, performance indicators, and personal status.

PAGE 1

LEGAL NAME
TRADING
NAME
BUSINESS
ADDRESS
PHONE
E-MAIL
DESCRIPTION OF
THE BUSINESS
MAJOR
DEMOGRAPHI
C, ECONOMIC,
SOCIAL AND
CULTURAL
FACTORS
MAJOR PLAYERS
(suppliers,
distributors,
clients)
NATURE OF THE
INDUSTRY
TRENDS IN
THE INDUSTRY
GOVERNMENT
REGULATIONS

PAGE 2

FAX

THE MARKET
MARKET
SEGMENT
PRODUCTS
&
SERVICES
PRICING AND
DISTRIBUTI
ON
MARKET TRENDS
IMPLICATIONS
OR
RISK FAC
TORS
PLANNED
RESPONS
E

COMPETITION
COMPETITORS
AND TYPE
OF
COMPETITI
ON
COMPETITORS'
STRENGTH
S AND
WEAKNESS
ES
COMPETITIVE
ADVANTAG
E

PAGE 3

CUSTOMERS

NAME/ADDRESS

TERMS

PRODUCT/SERVICE

TERMS

PRODUCT/SERVICE

1
2
3
4
ADDITIONAL INFORMATION

SUPPLIERS

NAME/ADDRESS

1
2
3
4
5
ADDITIONAL INFORMATION

ADVERTISING
&
PROMOTI
ON
PRICING
&
DISTRIBU
TION
CUSTOMER
SERVICE
POLICY

PAGE 4

LOCATION
SIZE AND CAPACITY

ADVANTAGES OR DISADVANTAGES

LEASE OR OWNERSHIP DETAILS

EQUIPMENT,
FURNITURE
&
FIXTURES
FUTURE
EXPENDITU
RES /
TECHNOLO
GY
REQUIREM
ENTS
RESEARCH AND
DEVELOPM
ENT
ENVIRONMENTAL
COMPLIAN
CE
ADDITIONAL
INFORMATI
ON

PAGE 5

KEY
EMPLOYE
ES

NAME OR TITLE
(N OF POSITIONS)

1
2
3
4
ADDITIONAL INFORMATION

POLICIES & PROCEDURES

HOURS OF
OPERATIONS
NUMBER OF
EMPLOYEES
VACATION
PROGRAM
PERFORMANCE
ASSESSMENT
TRAINING &
DEVELOPMEN
T
REMUNERATION AND
BENEFITS

PAGE 6

KEY
RESPONSIBILITIES

QUALIFICATIONS

ACTION PLAN

ACTION

1
2
3
4
5
6
7
ADDITIONAL INFORMATION

PAGE 7

BY WHEN

OBJECTIVES /
DESCRIPTI
ON OF THE
PROJECT
BUSINESS
HISTORY /
NATURE OF
OPERATION
S
PRODUCTS AND
SERVICES
PROJECT
FINANCING

MANAGEMENT /
ADVISORS

Director 1

Director 2

RISK
ASSESSME
NT &
CONTINGE
NCY PLAN

PAGE 8

FINANCIAL
INSTITUTI
ON
SUPPORTING
DOCUME
NTS

PAGE 9

APPENDIX
FINANCIAL PLAN

PAGE 10