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Business plan

Your business logo


Business name
Address 1
Address2
City/town
Post code
Phone
Fax
Mobile
E!ail
"eb site
#o insert your business logo$ clic% an insertion point using your !ouse to the right o& the
word 'logo( abo)e$ then go to the !enu at the top o& this window *File$ Edit$ +iew$ ,nsert$
etc-$ clic% on ,nsert/Picture/Fro! &ile/*and select your logo-.
Contents
Page
1. Summary...............................................................................................3
2. Business overview...................................................................................4
,ntroduction
Current position
Co!petiti)e ad)antage
/rowth plan
3. Business strategy....................................................................................5
#actics
0trategic issues
Core )alues
4. Marketing..............................................................................................6
0"1# and critical success &actors
Mar%et research
2istribution channels
0trategic alliances
Eco!!erce and technology
#actical pro!otion plan
Mar%eting budget
Credibility and ris% reduction
5. Team and management structure...............................................................7
0%ills$ experience$ training and retention
Ad)isors
Manage!ent syste!s
6. inancia! "udgets and #orecasts..................................................................$
Pro&it and loss &orecast
Cash &low &orecast
Balance sheet &orecast
Capital expenditure budget
Brea%e)en analysis
Business plan prepared Month Year Page 2
1. 0u!!ary
*Enter your text here-
#he su!!ary is the last part o& the plan that you write$ but should be included at the beginning
o& the plan. #his allows busy readers to 3uic%ly see what the plan is about without reading all
the details.
4se the su!!ary to highlight the %ey points o& your plan. ,& you are using your plan to raise
&inancing$ the su!!ary needs to !a%e the reader *eg the ban% !anager or a potential in)estor-
want to &ind out !ore and read the whole plan.
Business plan prepared Month Year Page 5
2. Business o)er)iew
*6eep this section brie&-
%ntroduction
*Enter your text here-
A brie& history o& your business *or o& the idea that has pro!pted you to start it-.
#he purpose o& your business7 what business you(re in and why you started it.
8ote its location and explain i& this is i!portant *or a co!petiti)e ad)antage-.
2escribe your products and ser)ices.
&urrent 'osition
*Enter your text here-
"hat ha)e you achie)ed so &ar9
1utline the current position o& your business7 where is your business in the business li&ecycle
*introductory phase$ growth phase$ !ature$ declining-9
Explain what industry you operate in and where it sits in the business li&ecycle *e!erging
industry$ growth industry$ !ature industry$ declining industry-.
&om'etitive advantage
*Enter your text here-
"hat are the strengths and wea%nesses o& your co!petition9
Explain your co!petiti)e ad)antage*s- and the !ar%et niche*s- you()e identi&ied.
"hat !a%es you con&ident your business will continue to grow and endure9 "hy is your
business !odel e&&ecti)e9
(rowt) '!an
*Enter your text here-
Pro)ide a brie& o)er)iew here o& what will be described in !ore detail in the rest o& the plan.
2escribe the current reach o& your business and explain how this business plan will change that.
/i)e an o)er)iew o& your goals and the &uture you plan &or your business.
Business plan prepared Month Year Page :
5. Business strategy
*Enter your text here-
1utline here your business strategy &or7
#he next year
#he next 5; years *choose your own strategic hori<on-.
2escribe your business ob=ecti)es and goals *!a%e sure they are speci&ic and !easurable-.
Tactics
*Enter your text here-
1utline the gap between where you are now and where you want to be *as abo)e-.
Co)er the !ain practical steps you ha)e to ta%e to get your business &ro! where it is now to
where you want it to go. "hat extra resources will you need9
Strategic issues
*Enter your text here-
1utline the external threats or opportunities that could i!pact on your business during your
strategic hori<on7
#he next year
#he next 5; years *or a hori<on o& your choice-.
&ore va!ues
*Enter your text here-
2escribe the core )alues that underpin your business. Explain why these core )alues are crucial
to your longter! business success$ how they will a&&ect custo!ers *the bene&its- and how they
will help to !oti)ate both you and your sta&&.
Business plan prepared Month Year Page ;
:. Mar%eting
S*+T and critica! success #actors
*Enter your text here-
1utline brie&ly your !ar%eting strengths$ wea%nesses$ opportunities and threats.
"hat are there&ore the critical success &actors &or your business9
Market researc)
*Enter your text here-
Explain what !ar%et research you()e done and !ethods you use.
1utline how ongoing !ar%et research is built into your daily business operations.
"hat target !ar%et*s- has your !ar%et research *and trading experience- established.
Explain how inti!ately you understand these !ar%ets *how close you %eep to your custo!ers-
and how this &eeds bac% into your business *i!pro)e!ents$ product/ser)ice changes$ etc-.
,istri"ution c)anne!s
*Enter your text here-
2escribe the current !ar%eting reach o& your business *local$ national$ international9- and how
you reach custo!ers *eg through distributors$ using the ,nternet-.
,n ter!s o& your strategy$ what new !ar%ets do you plan to access7
,n the next year9
,n the next 5; years9
2escribe how you plan to acco!plish this.
Strategic a!!iances
*Enter your text here-
Explain what strategic alliances you ha)e in place or are planning to increase your access to
!ar%ets$ le)erage resources$ etc.
-.commerce and tec)no!ogy
*Enter your text here-
Explain how you(re using eco!!erce and technology in your business to lower costs$ speed up
business$ access new !ar%ets$ build online sales$ etc.
Tactica! 'romotion '!an
*Enter your text here-
Explain how you will pro!ote your business to custo!ers *eg ad)ertising$ exhibitions$ P>-.
Marketing "udget
*Enter your text here-
2etail your !ar%eting budget &or the year. Explain how you will !onitor it to !anage and
i!pro)e results.
&redi"i!ity and risk reduction
*Enter your text here-
Explain your tactics &or increasing the credibility o& your business and reducing the custo!er(s
ris% in doing business with you.
Business plan prepared Month Year Page ?
;. #ea! and !anage!ent structure
Ski!!s/ e0'erience/ training and retention
*Enter your text here-
2escribe the s%ills$ business trac% record and experience o& yoursel& and %ey !e!bers o& your
tea!.
1utline your tea!. Explain the %ey sta&&$ their positions and %ey responsibilities.
Brie&ly describe the incenti)es you()e put in place *or are planning- to retain the! and %eep
the! !oti)ated.
2escribe your sta&& training progra!!e and its budget.
,& there are gaps in your tea!$ or you need extra sta&& to &ul&il your short and longer ter!
strategies$ outline the gaps here$ and who you need to &ill those gaps.
Explain how new sta&& will be trained.
1dvisors
*Enter your text here-
2escribe your core tea! o& ad)isors *lawyer$ accountant$ consultants$ business !entor or 'guru(
you can access &or ad)ice$ etc-.
Management systems
*Enter your text here-
Brie&ly outline the !anage!ent structure o& your business.
2escribe the business syste!s you ha)e in place to !anage e&&iciently. 2o you ha)e written
operations !anuals in place or house rules &or sta&& *always wear na!e badges$ etc-9
"hat accounting so&tware or syste!s do you use9 @ow regularly can you produce &inancial
reports and analyse %ey business ratios9
Co)er co!pliance issues too7 how you prepare &or and deal with payroll and e!ploy!ent issues$
tax and +A# obligations$ health A sa&ety$ etc.
Business plan prepared Month Year Page B
?. Financial budgets and &orecasts
*Enter your text here-
Attach &inancial budgets and &orecasts you are attaching to the business plan such as7
Pro&it and loss &orecast
Cash &low &orecast
Balance sheet &orecast
Capital expenditure budget
Brea%e)en analysis
Pro)ide brie& notes on each o& these &orecasts. ,t(s a good idea to produce 1pti!istic$ Pessi!istic
and >ealistic )ersions o& the &irst three.
,& the cash &low &orecasts pinpoint &uture cash &low di&&iculties$ explain how you plan to deal with
these challenges.
Business plan prepared Month Year Page C