Business Plan Outline

Executive Summary

  1. Business Name:
  2. Mission Statement: Summarize your business purpose and values.
  3. Business Overview: Provide a brief overview of what your business does and the products or services you offer.
  4. Objectives: Define your short-term and long-term goals.

Business Description

  • Company Overview: What is your business about? Include information like your industry, business model, and value proposition.
  • Target Market: Who are your ideal customers? Describe your target audience.
  • Unique Selling Proposition (USP): What makes your business unique compared to competitors?

Market Analysis

  1. Strengths, weaknesses, opportunities & threats analysis
  2. Company history
  3. Product, program and service offerings
  4. Prospective target markets and customers
  5. Technology and resources
  6. Major competitors and competitive position
  7. Success factors
  8. Cost comparisons
  9. Industry Overview: Provide insights into the industry, including trends and growth potential.
  10. Target Market Analysis: Describe the market segments you plan to target, their needs, and preferences.
  11. Competitive Analysis: Identify key competitors, their strengths and weaknesses, and how you plan to differentiate yourself.

Industry Analysis

  1. Definition and description of the industry
  2. Growth rate and key growth factors
  3. Financial operating characteristics
  4. Industry product life cycle

Market Analysis

  1. Market scope
  2. Market segmentation
  3. Market barriers
  4. Market demand
  5. Market share and market sales
  6. Distribution channels and sales approaches
  7. Price structures and policies
  8. Advertising, public relations and promotional plans

Strategic Analysis

  1. Goals and objectives
  2. Key performance / success indicators
  3. Tactical plans and goal completion schedule
  4. Operating assumptions

Management Analysis

  1. Identification of key management personnel
  2. Personnel pro forma for current and future needs
  3. Organizational structure
  4. Management and customer service philosophies

Financial Analysis

  1. Budgets and pro formas
  2. Financial schedules and financial statements

Additional Information

For additional information please call (253) 854-1770 or email us online.

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