Pros

Cons

Potential Risks

New Entry Potential Rewards

Competition

Start-up Costs

Sales / Revenue Forecast

Pros

Cons

Potential Risks

1. Business Approach Purchase Existing Business Potential Rewards

Competition

Start-up Costs

Sales / Revenue Forecast

Pros

Cons

Potential Risks

Franchise Potential Rewards

Competition

Start-up Costs

Sales / Revenue Forecast

Who are the key people?

How will the business make money?

What are the company's guiding lights?

What are the company's core values?

What are the company's goals?

2. Company Overview What is the opportunity?

What are the companies key strengths?

Organizational structure

What is the management plan? Management team

Personnel plan

What is the legal setup of the company?

Define primary market

Market needs

Analyze primary market Market trends

3. Market analysis Market growth

Distribution patterns

Industry analysis Competition and buying patterns

Main competitors

4. Assumptions 1. List Assumptions here

Strengths

Opportunities
5. SWOT Analysis
Threats

Weaknesses

Forecast sales volume

Forecast operating costs

Establish pricing and promotional strategy

6. Financial Overview Forecast revenue

Develop break-even analysis

Develop cash-flow projection

Projected Balance sheet

Company

Naming Options Product

Service

What is the value of the solution?

Who would it be valuable to?

Value How can it be quantified?

Who is willing to endorse this?

What evidence is there of value?

Marketing proposition

Company positioning

Positioning Product positioning

Business Plan Service positioning
Research
Unique value proposition

Demographics

Their Customers

Their business

Their problems

Customers Location

Size

Market Size

Industry Opportunity

Trends

Emerging technologies
Tips: Regulations
Industry threats
Economic changes

Industry competitors

7. Sales and Marketing Strategy

Companies

Products

Services

Competition Products
Business Plan
Price
Competitive Comparison
Service

Reputation

What we do

What is our core message? Where we do it

How we can benefit our market

Why our proposition works?

Individual

Who benefits and how? Job function

Organization
Messaging & Communications

Method
Reaching target customers
Costs

Brand Plan

Logos

Web sites

Social Media

Promotions

Pricing

Direct

Retail
Distribution
Resellers

Internal sales

Strategy

Development roadmap

How is development managed and controlled? Design methodology

Processes

Controls

Production techniques
What production methods are used?
Process controls
8. Operational Plan
What level of staffing will be required?

What skills are required?

What staff is required? What are expected salary costs?

Are there specific training

requirements?

What do they supply?

Who are our suppliers?
How are they controlled?

Available options
9. Business Locations
Top 3 choices

Furniture

Network

10. Equipment Computers

Software

Other

Business 1. List Objectives here

Objectives

Explore the Business Opportunity

Evaluate Approach

Stage 1 - Strategic Plan Evaluate Risks and Rewards

Update the strategic plan

Decide whether or not to proceed

Define the Market

Identify Needed Resources

Evaluate Potential Risks and Rewards

Stage 2 - Define the Business Opportunity
Update the strategic plan and
business opportunity

Decide whether or not to proceed

Describe the business vision,

mission, and opportunity

List assumptions, risks, constraints,

and dependencies

Describe the market

Describe the new business

Describe strengths, weaknesses,

Project Plan opportunities and threats

Forecast sales volume

Forecast operating costs

Stage 3 - Develop Detailed Business
Plan Establish pricing and promotional strategy

Forecast revenue

Develop break-even analysis

Develop cash-flow projection

Develop startup plan

Develop sales and marketing strategy

Develop distribution plan

Publish the business plan

Decide whether or not to proceed

Research business locations

Develop Marketing Program

Stage 4 - Execute Plan
Secure Staffing

Start up the business