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Business Plan Format English

The document provides an executive summary template for a business plan, including sections on business details, description, market, products, pricing, placement, promotion, organization, costs, cash flow, profit, and opening balance sheet. The template requests information on the business name and structure, contact information, type of business, description, owners, location, products/services, customers, marketing plan, legal form, funding, staffing, costs, sales projections, and initial assets/liabilities.

Uploaded by

Chrstina Alazar
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© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as DOCX, PDF, TXT or read online on Scribd
108 views

Business Plan Format English

The document provides an executive summary template for a business plan, including sections on business details, description, market, products, pricing, placement, promotion, organization, costs, cash flow, profit, and opening balance sheet. The template requests information on the business name and structure, contact information, type of business, description, owners, location, products/services, customers, marketing plan, legal form, funding, staffing, costs, sales projections, and initial assets/liabilities.

Uploaded by

Chrstina Alazar
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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Executive Summary

Name of business ______________________________________

______________________________________________________

Legal form_____________________________________________

Contact address_________________________________________

Tel. _____________________E-mail________________________

Fax.____________________

Type of business

� Manufacturer � Service provider

� Retailer � Wholesaler

Brief description of the business idea

Products or services_____________________________________________

Customers / target group


_____________________________________________________________

Owner(s)
(Name, Address, Qualification, Function in the business, relevant experience)

1.________________________________________________

2.________________________________________________

3.________________________________________________
4.________________________________________________

Business Idea and Market


Description of the business idea
(e.g. identified needs (market gap), who are the customers, type of products or
services to satisfy the needs, how to reach the customers, etc.)

Description of the market


(e.g. geographical area, town, type of customers, size of total market,
description of competitors, market share for the new business, etc.)

Marketing Plan Product


Detailed description of the product or product range or service

Product/service type
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
What is special about the product/ the unique characteristics of the product?
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________

Specification of the product (e.g. size, color, quality, Packaging etc)


__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
After sales service
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
_________________________________________________________________

Marketing Plan Price

How much are customers willing to pay?

 Highest _____
 Average ____
 Lowest _____

How much are competitors’ price?


 Highest _____
 Average ____
 Lowest _____

How much is your price?


 Highest _____
 Average ____
 Lowest _____
What are the reasons for setting your price?
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
__________________________________________________________________
________________________________________________________________

Product/service Type(1) Type(2)


Highest ;
Average;
Lowest
Highest ; Highest ;
Average; Average;
Lowest Lowest
Highest ; Highest ;
Average; Average;
Lowest Lowest

Margin for No Yes(_____ %) No Yes(____


discount? %)

Marketing Plan Place


Location of the business
Description of the planned location for the business

Reason for choosing this location

Reaching the customers by selling to


� Individuals � Retailers � Wholesalers � Others
Reason for choosing this way of distribution

Marketing Plan Promotion

Description of the planned actions to inform customers about the opening of


the new business (e.g. printed information, brochures, posters, newspaper
articles, radio advertisements, opening ceremony, etc. Also make inquiries
about the costs for the different types of promotion)

Legal Form
The legal form of the business will be:-

□ Sole proprietorship □ partnership □ limited company □ Corporation

Reason for choosing this legal form

Start-Up Capital
Estimation of start-up capital Amount
INVESTMENT
Land

Building

Equipment

Total Investment

WORKING CAPITAL

____ months of staff costs

____ months of operational costs

Total working capital

TOTAL START-UP CAPITAL

Sources of Start-Up Capital


Sources of funding
Type Source Conditions Amount
(duration/interest)
� Own savings
Equity capital
� Partner
Loan 1 � Family
� Friends
� Money lender
Loan 2 � Credit cooperative
� Government
scheme
� Bank loan
TOTAL FUNDING

Information about funding sources


Loan 1
Name and address of creditor or credit institution

Credit agreement � under discussion � finalized

 Money available on (date) ________


Loan 2
Name and address of creditor or credit institution

Credit agreement � under discussion � finalized

� Money available on (date) ________

Debt Service

Repayment 1 2 3 4 5 6
period Amoun Amoun Amoun Amoun Amoun Amoun
t t t t t t
Loan 1
Installment/principa
l
Interest
Loan 2
Installment/
principal
Interest
Debt service
Sum of
Installments

Organization and Staff


Staff costs
Position Qualifications Salary Social Total
Per month security staff cost

1. __________ ___________ _________ ________ ______


2. __________ ___________ _________ ________ ______
3. __________ ___________ _________ ________ ______
4. __________ ___________ _________ ________ ______
5. __________ ___________ _________ ________ ______

Organization of business premises

(Sketch of planned shop, office or workshop)

Business Operation and Costs


Monthly Sales Plan
All products, product range or services
Month 1 2 3 4 5 6 7 8 9 10 11 12
Product Price
1 Quantity
Turnover
Product Price
2 Quantity
Turnover
All Turnover
product
s

Monthly Operational Cost Plan


Planning is based on the monthly sales plan

Month 1 2 3 4 5 6 7 8 9 10 11 12
Product 1 Quantity
Materials All costs
Product 2 Quantity
Materials All costs
Materials Total costs
+ Staff Total costs
+ Others Total costs
Operatio Total costs
n
+ Capital Interest
cost Depreciatio
n
= Grand
Total costs
Cash Flow Plan
Monthly Cash Flow Plan
Month Pre 1 2 3 4 5 6 7 8 9 10 11 12
operatio
n
Cash beginning
of
the month
+ Equity
+ Loans
+ Sales
+ Any other
I: Total cash in
+ Investment
+ Operational
cost
+ Interest
+ Any other
II: Total cash
out
I – II
Cash at the
end of the
month

Profit Margin
Monthly Estimation of Net Profit
Month 1 2 3 4 5 6 7 8 9 10 11 12
Product 1 Quantity
Turnover
Product 2 Quantity
Turnover
I. Total Sales
- Operation Total costs
II. Total
Costs
I – II Profit
(before tax)
- Income tax _____%
Net profit
(after tax)

Opening Balance
Opening Balance of My Business (Date)

Assets Value Liabilities Value


Fixed Assets Equity

Land Long-Term Liabilities


Building Mortgage
Equipments Loans
Others Others
Total Fixed Assets Total Long-Term Liabilities

Current Assets Current Liabilities


Accounts payable
Cash and bank Taxes payable
Accounts receivable Others payable
Inventory Total Current Liabilities
Total Current

Total Assets Total Liabilities and Net Worth

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