BUSINESS

PLAN
TEMPLATE

This is your Business Plan Template.

It is designed to help you put your own Business Plan together.

Business Plan Page 1 of 14

 Cover Sheet

Name of your company or business: ________________________

Location or Address: ____________________________________

Company Phone Number: ________________________________

Company Logo:

_____________________________________________________
_

Owner: ______________________________________________

Date on which the plan was prepared: ______________________

Business Plan Page 2 of 14

 Executive Summary
For

_________________________________
(Company Name)

(A summary of the information contained in the rest of the plan)

___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________

Business Plan Page 3 of 14

 ___________________________________
__________________

Business Plan Page 4 of 14

 Table of Contents

Mission Statement

Description of Business
Products and /or services of the business
Location
Owner
Workers / Employees
Partners – Cooperating Businesses

Marketing Plan
Description of target market
Competition
Methods of Advertising
Pricing Strategy

Financial Plan
Start-up Costs
Summary of Financial Needs
Potential Funding Sources
Expenses (Money Out)
Income (Money in)
Cash Flow Forecast
Balance Sheet

Other Documents
Resume
Letters of Reference

Business Plan Page 5 of 14

 Mission Statement
(A statement of what the company does and how it will be done)
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
______

Description of Business
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________

Business Plan Page 6 of 14

 ___________________________________
____________
Marketing Plan

Products and/or Services Offered:

___________________________________
___________________________________
__
Description of customers that you expect to use these products
(Target market):
_____________________________________________________
____________________________________
___________________________________
__
Description of the benefits that your product will offer customers.
(the specific problem that the product solves and the specific
advantages that it offers to the customer):
___________________________________
___________________________________
___________________________________
___
How many other services like yours are in your area?

Business Plan Page 7 of 14

___________________________________
___________________________________
__
How will you be different than your competitors?
___________________________________
___________________________________
___________________________________
___
Describe Your Methods of Advertising
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
_________
Describe your Pricing Strategy
___________________________________
___________________________________

Business Plan Page 8 of 14

___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
__________

Table of Start-up Costs

Tools_____________
Molds _____________
Total: _________________

Workshop _________________

Advertising ____________
Wages ____________
Supplies
Cement __________
Sand __________
PVC pipe ________
Diffuser ________
Lid __________
Other __________
Total __________________

Business Plan Page 9 of 14

Business License __________________

Operating Costs
for ____ months ___________________

Total of All Costs: __________________

Summary of Financial Needs

___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
________

Business Plan Page 10 of 14

 Funding Sources
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
__________

Expenses (Money Out)

___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________

Business Plan Page 11 of 14

___________________________________
_________

Income (Money In)

___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
___________________________________
_________
Cash Flow Forecast
Month

Money In
Cash in Bank
Cash Sales
Funding from
Others
Total Money
In

Business Plan Page 12 of 14

Money Out
Business
License
Tools
Molds
Filter
materials
Owner Salary
Workers
Wages
Transportation
Telephone
Other
Loan
Payments
Total Money
Out

Net Profit or
Loss

Balance Sheet
Date: _______

Assets (What you own)

Cash in Bank
Money owing to you
Filters you could sell

Land
Building
Tools and Molds

Business Plan Page 13 of 14

Vehicle

Total Assets

Liabilities (What you owe)

Bills to be paid
Loans to be paid

Total Liabilities

What Your Business is Worth:

Total Assets minus Total Liabilities = _______________

Business Plan Page 14 of 14