TITLE PAGE
- Your Business Name
- Contact Information
- Website address, if applicable
TABLE OF CONTENTS
- Executive Summary
- Company Overview
- Products/ Service Offerings
- Competitive and Market Analysis
- Sales and Marketing Plan
- Ownership Structure and Management Plan
- Operating Plan
- Financial Plan
- Appendix
EXECUTIVE SUMMARY
- About your business and purpose
- Mission and Vision Statement
- Management Team
- Product and service offerings
- Briefly describe target customers
- Describe the competition and how you will gain market share
- Define your unique value proposition (UVP)
- Summarize your financial projections for the first few years of your business operations
- Describe your financing requirements, if applicable
COMPANY OVERVIEW
- Describe your business and how it operates in the industry.
- Explain the nature of the industry (e.g. trends, influences, statistics).
- Historical timeline of your business, if applicable
PRODUCT AND SERVICE OFFERINGS
- Describe your product or service and the problem it is solving
- List current alternatives
- Describe the competitive advantage (or unique value proposition) of your product in comparison to the alternatives
COMPETITIVE AND MARKET ANALYSIS
- Define the estimated size of the market
- Describe your target market segment(s)
- Outline how your offering provides a solution to your segment(s)
- Estimate the number of units of your product or service target buyers might purchase, and how the market might be affected by external changes.
- Describe your projected volume and value of sales compared to competitors.
- Discuss how will you differentiate yourself from competitors
SALES AND MARKETING PLAN
- Describe your pricing strategy for your offerings
- List the various methods you will use to get your message to prospects (marketing channels)
- Detail the market materials will you use to promote your product, including an approximate budget
- Describe how you will distribute your offerings to customers (distribution methods)
OWNERSHIP STRUCTURE AND MANAGEMENT PLAN
- Describe the legal structure of your business
- List the names of founders, owners, advisors, etc
- Detail the management team’s roles, relevant experience, and compensation plan
- List out the staffing requirements of your business, including if external resources or services are needed
- Detail any training plans you will put in place for employees and management
OPERATING PLAN
- Describe the physical location(s) of your business (if applicable)
- Detail any additional physical requirements (e.g. warehouse, specialized equipment, facilities)
- Describe the production workflow
- Describe materials needed to produce your product or service, and how you plan to source them
FINANCIAL PLAN
- Demonstrate the potential growth and profitability of your business
- Create a projected income statement
- Create a projected cash flow statement
- Create a projected balance sheet
- Provide a breakeven analysis
APPENDIX
- Attach supporting documentation, which can include:
- Charts and graphs
- Market research and competitive analysis
- Information about your industry
- Information about your offerings
- Samples of marketing materials
- Professional references
