BUSINESS PLANNING

Frankie Lim Outline of a Business Plan 1 Sample Structure for an Outline of a Business Plan Prepared by: Frankie Lim Frankie Lim Outline of a Business Plan 2 Outline of a Business Plan (1 of 2) I. Introductory Page A. Name and address of business B. Name(s) and address(es) of principal(s) C. Nature of business D. Statement of financing needed E. Statement of confidentiality of report II. Executive Summary — Three to four pages summarizing the complete business plan III. Industry Analysis A. Future outlook and trends B. Analysis of competitors C. Market segmentation D. Industry and market forecasts IV. Description of Venture A. Product(s) B. Service(s) C. Size of business D. Office equipment and personnel E. Background of entrepreneur(s) V. Marketing Plan A. Pricing B. Distribution C. Promotion D. People E. Process F. Physical Evidences G. Future Product forecasts H.. Controls Frankie Lim Outline of a Business Plan 3 Outline of a Business Plan (2 of 2) VII. Production Plan A. Manufacturing process (amount subcontracted) B. Physical plant C. Machinery and equipment D. Names of suppliers of raw materials VI. Operational Plan A. Description of company’s operation B. Flow of orders for goods and/or services C. Technology utilization VIII. Organizational Plan A. Form of ownership B. Identification of partners or principal shareholders C. Authority of principals D. Management -team background E. Roles and responsibilities of members of organization IX. Financial Plan A. Assumptions B. Pro forma income statement C. Cash flow projections D. Pro forma balance sheet E. Break -even analysis F. Sources and applications of funds X. Assessment of Risk A. Evaluate weakness(es) of business B. New technologies C. Contingency plans XI. Appendix (contains backup material) A. Letters B. Market research data C. Leases or contracts D. Price lists from suppliers