You may access the sample retail and service business plans in the Class Resources area of our course. Students will prepare a business plan for a new or existing business. It is not my intention that

Business Plan Outline

Table of Contents

Executive Summary (5%) - 15 points

Company Direction (5%) - 15 points

• Present Situation

• Vision and Mission

• Strategic Goals and Objectives

Company Overview (5%) - 15 points

• Legal Business Description

• Management Team

• Board of Directors (if you have a board of directors)

• Strategic Alliances

Product or Service Strategy (20%) - 60 points

• Current Products (or Services)

• Days and Hours of Operation

• Research and Development

• Production and Delivery

Market Analysis (20%) - 60 points

• Market Definition

• Customer Profile

• Competition

• Risks

Marketing Plan (10%) - 30 points

• Sales Strategy

• Pricing Strategy

• Distribution Channels

• Advertising and Promotion

• Publicity

Financial Plan written narrative and financial statements (30%)- 90 points

• Assumptions

• Summary of Financial Statements

• Capital Requirements

• Exit/Payback Strategy

Conclusion (5%) - 15 points

Supporting Documents (part of Financial Plan)

• Income Statement (2 years)

• Cash Flow Statement (2 years)

• Balance Sheet (2 years)