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Longwood Small Business Development Center |
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A Sample Business Plan Outline
Cover Letter • Executive Summary • Market Analysis • Products or Services • Manufacturing Process • Marketing Strategy • Management Plan • Financial Data
I. Cover Letter
A. Dollar amount requested
B. Terms and timing
C. Type and price of securities, if any
II. Executive Summary
A. Business description
B. Business goals1. Name
2. Location and plant description
3. Product or service
4. Market and competition
5. Management expertise
C. Summary of financial needs and application of funds
D. Earnings projections and potential return to investors
III. Market Analysis
A. Description of total marketB. Industry trends
C. Target market
D. Competition
IV. Products or Services
A. Description of product line or serviceB. Proprietary position: patents, copyrights, & legal and technical aspects
C. Comparison to competitors
V. Manufacturing Process (if applicable)
A. MaterialsB. Source of supply
C. Production methods
VI. Marketing Strategy
A. Overall strategyB. Pricing policy
C. Methods of selling, distributing, and servicing products
VII. Management Plan
A. Form of organizationB. Board of directors composition
C. Officers: organization chart and responsibilities
D. Resumes of key personnel
E. Staffing plan/number of employees
F. Facilities plan/ planned capital improvements
G. Operating plan/schedule for upcoming work for next 1 to 2 years
VIII. Financial Data
A. Financial statements for previous 3 to 5 years (existing businesses)B. Five year financial projections--first year by quarters and remaining by year
C. Explanation of projections (assumptions)
D. Key business ratios
E. Explanation of use and effect of new funds
F. Potential return to investors in comparison to average return in the industry as a whole