BizBuilder Business Plan Template

NAME OF ORGANIZATION

Logo

Contacts

Name: ___________________________ Name: __________________________

Address: _________________________ Address: ________________________

City: ___________ State____ Zip _____ City: __________ State____ Zip _____

Phone: ___________________________ Phone: __________________________

Email: ___________________________ Email: __________________________

DATE:

Confidentiality/non-disclosure language

Table of Contents (can be placed before or after the Executive Summary)

1.0 Executive Summary.(p. #)

2.0 Mission, Vision, & Culture

3.0 Company Description

4.0 Opportunity Analysis & Research

4.1 Industry Analysis

4.2 Environmental Analysis

4.3 Competitive Analysis

5.0 Marketing Strategy & Plan

5.1 Products/Services

5.2 Pricing

5.3 Promotion

5.4 Place

6.0 Management & Operations

6.1 Management Team

6.2 Research & Development

6.3 Physical Location

6.4 Facilities

6.5 Inventory, Production, & Quality Assurance

7.0 Financial Analysis & Projections

7.1 Sources & Uses of Capital

7.2 Cash Flow Projections

7.3 Balance Sheet Projections

7.4 Income Statement Projections

7.5 Breakeven Analysis

7.6 Ratio Analysis

7.7 Risks & Assumptions

8.0 Funding Request & Exit Strategy

8.1 Amount & Type of Funds Requested

8.2 Exit Plan

8.3 Milestones

Appendices

A. Resumes

B. Sample Promotional Materials

C. Product Illustrations/Diagrams

D. Detailed Financial Projections

1.0 Executive Summary

1. Name

2. Business idea

3. Target market (Answer who, what, when, where, and why)

4. Type of organization (Manufacturing, Wholesale, Retail? For-profit or not-for-profit?) Products and/or services

5. Marketing and sales strategy (How the business idea will satisfy a customer need)

6. Key success factors

7. Economics of one unit

8. Short- and long-term business goals

9. Management skills and resources present and required

10. Ownership owners and shares and legal structure

11. Sources and uses of funds

12. Summary of the financial projections

13. Growth and exit strategy

2.0 Mission, Vision, & Culture

1. Mission statement

2. Vision statement

3. Core beliefs and culture

4. Social responsibility commitment

3.0 Company Description

1. Industry

2. Type of organization (manufacturing, wholesale, service)

3. Needs this business will satisfy

4. Strategic advantage

5. Legal structure (sole proprietorship, partnership, LLC, C Corp, etc.) and rationale for it

6. Why this structure was chosen

7. State in which registered or will register

8. Location of physical operation

9. Geographic reach

10. Ownership owners and shares