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The Ultimate Business Plan Template

Your Business Name

 

 

[Insert Business Logo Image Here]

 

 

BUSINESS PLAN

 

Shakespir Edition

 

Shakespir Edition License Notes

Thank you for downloading this free ebook. Although this is a free book, it remains the copyrighted property of the author, and may not be reproduced, copied and distributed for commercial or non-commercial purposes in its current format. You may use this business plan layout for personal and commercial purposes in the creation of your own business plan.

[Delete these License Notes]

 

Business Plan Prepared By

 

Name

Job Title

Business Address

Business Phone Number

Business Email

Business Website

 

Date Prepared

 

Month, Year

Table of Contents

 

EXECUTIVE SUMMARY

 

ORGANISATION

Management Roles

Ownership

Board of Directors

Key Advisors

Contracts

Insurance

Employee Incentives

Organisation Charts

 

PRODUCTS AND SERVICES

Purpose

Unique Selling Points

Current Development

Future Development

Intellectual Property

Government Approvals

Limitations

Liability

Related Products/Services

Production

Facilities

Supply Chain

Environmental Factors

 

MARKETING PLAN

Industry

Location

Trends

Profit Characteristics

Distribution

Competitors

Customers

Target Market

Pricing

Break-Even Analysis

Direct Sales

Advertising

Packaging and Labelling

Warranties

Future Markets

OPERATING AND CONTROL SYSTEMS

Receiving Orders

Billing Customers

Paying Suppliers

Collecting Accounts Receivable

Reporting to Management

Staff Development

Inventory Control

Warranties and Returns

Monitoring Budgets

Security

Documents

Manufacturing

Financial Requirements

Market Penetration

Risk Analysis

 

GROWTH PLAN

New Products and Services

Capital

Personnel

Exit Strategy

 

FINANCIAL PLAN

Sales Projections

Income Projections

Cash Requirements

Sources of Financing

Financial Projections

Cash Flow for Three Years

Income Statement for Three Years

Balance Sheet for Three Years

Ratio Analysis

 

DOCUMENTS

[Insert any documents from the list in this section]

Executive Summary

 

History

When and why business was started. What you have done so far to market your products and services.

 

Description

What market your business is in and the stage it has reached. What unique selling points or copyrights/patents your business owns.

 

Organisation

Business formation type and why. Key personnel and their skills.

 

Market

Overview of current market, main competitors strengths and weaknesses and penetration plan.

 

Operations

Finance required to start, operate and grow the business, with expenditure plan.

 

Finance

Raising startup finance and current capital and money owed.

Organisation

 

Management Structure

Roles of owner, managers and key personnel with job descriptions and experience.

 

Ownership

Who owns the business, copyrights, patents and stock options.

 

Board of Directors

List members of the board of directors.

 

Key Advisors

List key advisors, such as accountants and lawyers.

 

Contracts

List details of all contractual agreements, both existing and proposed.

 

Insurance

Detail internal insurance policies.

 

Employee Incentives

List employee incentives, such as stock options.

 

Organisation Charts

Showing how your business is organised.

 

 

 

Products and Services

 

Purpose

Purpose of the product or service and benefits to customer. Luxury or needed item.

 

Unique Selling points

List the unique selling points and features.

 

Current Development

Product life cycle and development history.

 

Future Development

Planned future research and development.

 

Intellectual Property

Patents, trademarks, service marks and copyrights currently owned. Details of license and royalty agreements.

 

Government Approvals

Status of government approvals required.

Limitations

Limitations of the product or service.

 

Liability

Associated liabilities and insurance costs.

 

Related Products/Services

Related products or services which will enhance profitability or meet changing market needs in the future.

 

Production

Detail how products will be produced and by whom, with associated costs, contractors and suppliers.

 

Facilities

List facilities required, production capacity and associated costs.

 

Supply Chain

List main suppliers, backup suppliers and related contracts.

 

Environmental Factors

Potential environmental impact, steps to counter this and related environmental regulations.

 

Marketing Plan

 

Industry

Current size of your industry and whether it’s in growth, stability or decline.

 

Location

Is your industry specific to a location?

 

Trends

Current and future trends in the industry, including advances in technology. List any seasons within your industry.

 

Profit Characteristics

The profit characteristics of your industry.

 

Distribution

List existing distribution channels and which ones you will use.

 

Competitors

Detail competitors and what advantage you have over them.

 

Customers

Profile your intended customers and detail any feedback you have already received.

 

Target Market

List the target market, size and cost of market penetration.

 

Pricing

Detail the pricing structure and negotiating plans. Detail the gross margin potential and whether this is in line with industry standards.

 

Break-Even Analysis

Detail the break-even point for your product or service.

 

Direct Sales

List the direct sales methods will you use.

 

Advertising

List any planned advertising and marketing promotions.

 

Packaging and Labelling

Detail the packaging and labelling you will use.

 

Warranties

List any warranties or guarantees that you will offer.

 

Future Markets

List potential opportunities in future markets.

Operating and Control Systems

 

Receiving Orders

List admin policies, procedures and controls for receiving orders.

 

Billing Customers

List admin policies, procedures and controls for billing customers.

 

Paying Suppliers

List admin policies, procedures and controls for paying suppliers.

 

Collecting Accounts Receivable

List admin policies, procedures and controls for collecting accounts receivable.

 

Reporting to Management

List admin policies, procedures and controls for reporting to management.

 

Staff Development

List admin policies, procedures and controls for staff development.

 

Inventory Control

List admin policies, procedures and measures to control inventory.

 

Warranties and Returns

List admin policies, procedures and controls for handling warranties and returns.

 

Monitoring Budgets

List admin policies, procedures and controls for monitoring budgets.

 

Security

List admin policies, procedures and controls related to security.

 

Documents

List any documents needed to run the business and the entire paper trail system.

 

Manufacturing

List production schedule and when the product or service will be ready to market.

 

Financial Requirements

When will the money be needed?

 

Market Penetration

Detail the methods and schedule for market penetration.

 

Risk Analysis

List potential risks and measures taken to counter them.

Growth Plan

 

New Products and Services

List any proposed new products or services for the future.

 

Capital

Detail the financial requirements for the new products and services and how this capital will be raised.

 

Personnel

List any additional trained personnel required to support growth.

 

Exit Strategy

Detail how the growth plan will enable the owner or investors to have an exit from the business.

Financial Plan

 

Sales Projections

Detail sales projections for the next three years and where the figures come from.

 

Income Projections

Detail net income projections for the next three years and when profitability will be achieved.

 

Cash Requirements

Detail cash requirements for start-up costs, operations and growth.

 

Finance Sources

Detail sources of finance available, which ones you will use and the overall cost of each.

 

Financial Projections

[Insert the following financial projections]

 

Cash Flow for Three Years

Income Statement for Three Years

Balance Sheet for Three Years

Ratio Analysis

 

 

Documents

 

[insert the following supporting documents if applicable]

 

Financial Worksheets

Historical Financial Statements

CV’s of Key Personnel

Legal Agreements

Marketing Materials

Insurance Documents

Press Releases

Market or Industry Studies

Connect with Aaron Mullins

 

Website: mullinsauthor.wordpress.com

Facebook: facebook.com/aaronmullinbooks

Twitter: twitter.com/DrAaronMullins

 

Related Books by Aaron Mullins

 

How to Write a Business Plan

 

Visit my website to find these titles and many more startup guides, resources and business templates.

Disclaimer

This publication is for general guidance only and is not a substitute for professional advice. The author, publisher and expert contributors disclaim all liability for any errors or omissions, or for the results obtained from the use of this information. All information in this guide is provided “as is”, with no guarantee of completeness, accuracy or timeliness, and without warranty of any kind, express or implied. Nothing herein shall to any extent substitute for the independent investigations and the sound technical and business judgment of the reader. We recommend seeking advice from a professional accountant for financial matters, or specific professional advice for any other matters on which you require further clarification or understanding, before you take any action.


The Ultimate Business Plan Template

The Ultimate Business Plan Template is a great resource for entrepreneurs starting their own business. Laid out in a traditional business plan format, this detailed overview has each section ready-made for you, all you have to do is add the details relating to your own business. This saves you a lot of time and ensures that you don't overlook any key aspects of your business startup. The sections cover Organisation, Products and Services, Marketing Plan, Operating and Control Systems, Growth Plan, Financial Plan and a list of recommended supporting documents to give you a complete and thorough business plan. It can be used in ebook format as a checklist for completing your business plan, simply open up a separate Microsoft Word or similar document and work through the headings at your own pace. Read ahead to see what research you may need to do, or ideas you might need to think about. You will end up a document that you can you be proud of and you can show to banks, investors and suppliers in their desired format so they have confidence in your business, helping to secure funding and building strong working relationships.

  • ISBN: 9781370596003
  • Author: Aaron Mullins
  • Published: 2016-09-08 21:20:15
  • Words: 1257
The Ultimate Business Plan Template The Ultimate Business Plan Template