Business Plan Outline

1            INTRODUCTION

1.1 Purpose & objectives

1.2 Industry overview

2            PRODUCTS/SERVICES

2.1 Description

2.2 Proprietary features

2.3 Patent/trademark protection

2.4 Quality level

2.5 Product line breadth

3            MARKET RESEARCH

3.1 Market to be served

3.2 Market size & segments

3.3 Market trends

3.4 Customers ‑ type & locations

3.5 Competition ‑ strengths & weaknesses

3.6 Sales forecast

4            MARKETING PLAN

4.1 Marketing strategy

4.2 Financing & distribution channels

4.3 Personal selling

4.4 Advertising & promotion

4.5 Pricing

4.6 Service & warranty policies

5            OPERATIONS

5.1 Location

5.2 Facilities

5.3 Floor layout

5.4 Inventory control

5.5 Quality control

5.6 Staffing

5.7 Research & development

5.8 SWOT analysis

6            ORGANISATION & MANAGEMENT

6.1 Legal form of organisation

6.2 Managerial organisation ‑ roles & relationships

6.3 Key management personnel

6.4 Outside professional services

7            FINANCIAL PLAN

7.1 Initial financial requirements

7.2 Profit‑and‑loss forecast

7.3 Cash‑flow forecast

7.4 Break‑even analysis

7.5 Projected source of funds

7.6 Projected balance sheet

7.7 Risks & contingency plans

8            CONCLUSION

 

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