Business Plan Summary Workbook- FINAL

7/31/2019 Business Plan Summary Workbook- FINAL

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Business Plan

XYZ Business Plan Summary- Title

Strictly private and confidential

Mrs. Another Person(Your name)

Another Business Ltd (Your business name)

LOGO (Your business logo if any)

P.O. BOX .

Tel: +255 ...Fax:. Your addresses

Email:[email protected]

11th January 2010- Current date
mailto:[email protected]:[email protected]:[email protected]:[email protected]


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Table of ContentsTable of Contents ........................................................................................................ 2

Executive summary ..................................................................................................... 3

Business / Company description .................................................................................. 3

Industry overview: .................................................................................................. 3Company/ business description: ............................................................................... 3Descriptions of products/services: ............................................................................ 4Business/ company positioning ................................................................................ 4Company/ business pricing strategy ......................................................................... 4

Production plan/ service description ............................................................................ 5

Production and operation processes ......................................................................... 5Cost of products/ service development .................................................................... 5Labor Requirements ................................................................................................. 5Expenses and Capital Requirements ........................................................................ 5

The market & competition ........................................................................................... 6

Customers ............................................................................................................... 6Market Size and Trends ............................................................................................ 7Competition ............................................................................................................. 7Estimated Sales ....................................................................................................... 7

Marketing & selling strategy/ plan ............................................................................... 7

Marketing strategy ................................................................................................... 7Method of Sales ....................................................................................................... 7Advertising and Promotion ....................................................................................... 7

Management/ organization .......................................................................................... 8

Description .............................................................................................................. 8Organisational Structure .......................................................................................... 8Ownership ................................................................................................................ 8Board of Directors/Board of Advisors ........................................................................ 9Support Services ...................................................................................................... 9

Financial plan .............................................................................................................. 9

Financial Risks ......................................................................................................... 9

Descriptive financial plan (extracts from financial annexes) ...................................10Supporting Documents/ annexes ............................................................................... 10

Funding Requirements .......................................................................................... 10Cash flow statements ............................................................................................. 10Balance sheet ........................................................................................................ 10Income statement .................................................................................................. 10

Business Plan


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EXECUTIVE SUMMARY

BUSINESS / COMPANY DESCRIPTION

Industry overview:

Company/ business description:

Vision statement for the company/ business

Mission statement for the company/ business

Business Plan


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Values and objectives of the company/ business

Descriptions of products/services:

Business/ company positioning

Company/ business pricing strategy

Business Plan


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PRODUCTION PLAN/ SERVICE DESCRIPTION

Production and operation processes

Cost of products/ service development

Labor Requirements

Expenses and Capital Requirements

Operating Expenses

Business Plan


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Capital Requirements

Cost of Goods

THE MARKET & COMPETITION

Customers

Business Plan


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Market Size and Trends

Competition

Estimated Sales

MARKETING & SELLING STRATEGY/ PLAN

Marketing strategy

Method of Sales

Advertising and Promotion

Business Plan


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MANAGEMENT/ ORGANIZATION

Description

Organisational Structure

Ownership

Business Plan


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Board of Directors/Board of Advisors

Support Services

FINANCIAL PLAN

Financial Risks

Business Plan


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Descriptive financial plan (extracts from financial annexes)

SUPPORTING DOCUMENTS/ ANNEXES

**Annexes are not counted as part of Business plan summary pages**

Funding Requirements

Cash flow statements

See cash flow template- Ms. Excel document

Balance sheet

See Balance Sheet template- Ms. Excel document

Income statement

See Income statement template- Ms. Excel document

Business Plan