Assignment 10 - Bear Paw Development Corporation

Business Name
Tag Line
BUSINESS PLAN
INSTRUCTIONS:
1) ALL BLUE Text is HIDDEN. IT WILL NOT PRINT. If you CANNOT SEE the BLUE Text, on a PC click
on the “¶” button on the tool bar, or search Help for Hidden Text to see how to enable Hidden Text for
your version of MSWord.
2) Enter your own information when prompted, such as InsertTextHere.
3) Change the copyright line in the footers to include your company name.
4) This text box is NOT hidden and will be printed. Therefore, you should delete this text box before
printing out your final business plan.
5) Links in the Table of Contents to each of the assignments show when Hidden Text is enabled. Clicking
on these links will bring you to the section of the business plan for each assignment. When you update
the Table of Contents these links disappear.
Business Plan Prepared By
Entrepreneur's Name
Entrepreneur's Title
Company Name
Company Address
City, State Zip Code
Phone, Fax Numbers
E-Mail, Web Address
Date Prepared
Month Year
Table of Contents
Executive Summary ...................................................................................................... 1
Management and Organization Plan............................................................................ 2
Legal Form of Business ........................................................................................................... 2
Management Team.................................................................................................................. 2
Board of Directors/Advisory Board ........................................................................................... 2
Recruitment and Selection of Employees ................................................................................ 2
Compensation and Ownership ................................................................................................. 2
Employee Reward and Incentive Plan ..................................................................................... 2
Communication ........................................................................................................................ 2
Infrastructure ........................................................................................................................... 2
Product / Service Plan .................................................................................................. 3
Purpose of Product/Service ..................................................................................................... 3
Features and Benefits.............................................................................................................. 3
Stage of Development ............................................................................................................. 3
Product/Service Limitations ..................................................................................................... 3
Product/Service Liability........................................................................................................... 3
Production ............................................................................................................................... 3
Facilities .................................................................................................................................. 3
Suppliers ................................................................................................................................. 3
Related Products/Services and Spin-Offs ................................................................................ 3
Trademarks, Patents, Copyrights, Licenses, Royalties ............................................................ 3
Governmental Approvals ......................................................................................................... 3
Marketing Plan ............................................................................................................... 4
Industry Profile......................................................................................................................... 4
Current Size ............................................................................................................................................. 4
Growth Potential ..................................................................................................................................... 4
Industry Trends ........................................................................................................................................ 4
Other Characteristics .............................................................................................................................. 4
Distribution Channels.............................................................................................................................. 4
Competitive Analysis ............................................................................................................... 5
Direct Competition .................................................................................................................................. 5
Indirect Competition ................................................................................................................................ 5
Future Competition.................................................................................................................................. 5
Competitive Analysis ............................................................................................................................... 5
Market Analysis ....................................................................................................................... 6
Target Market Profile .............................................................................................................................. 6
Customer Profile...................................................................................................................................... 6
Future Markets ........................................................................................................................................ 6
Pricing ..................................................................................................................................... 7
Pricing Strategy ....................................................................................................................................... 7
© 2006 Ewing Marion Kauffman Foundation. All Rights Reserved.
Price List.................................................................................................................................................. 7
Pricing Policies ....................................................................................................................................... 7
Market Penetration .................................................................................................................. 8
Company Image ....................................................................................................................................... 8
Customer Service ..................................................................................................................................... 8
Location ................................................................................................................................................... 8
Direct Sales Force ................................................................................................................................... 8
Sales Representatives............................................................................................................................... 8
Licensing or Distributors ......................................................................................................................... 8
Advertising and Promotion ...................................................................................................................... 8
Publicity ................................................................................................................................................... 8
Telemarketing/Direct Mail ...................................................................................................................... 8
Internet..................................................................................................................................................... 8
Trade Shows............................................................................................................................................. 8
Market Penetration Effectiveness ............................................................................................................ 8
Financial Plan ................................................................................................................ 9
Start-Up Costs ......................................................................................................................... 9
Sales Projections ..................................................................................................................... 9
Income Projections .................................................................................................................. 9
Cash Requirements ................................................................................................................. 9
Sources of Financing ............................................................................................................... 9
Exit Strategy ............................................................................................................................ 9
Projected Financial Statements ............................................................................................... 9
- Monthly Cash Flow Report (for three years) ....................................................................................... 9
- Year-End Income Statement ................................................................................................................. 9
- Year-End Balance Sheet ....................................................................................................................... 9
- Ratio Analysis ....................................................................................................................................... 9
Appendix ...................................................................................................................... 10
InsertTextHere ..................................................................................................................
InsertTextHere ..................................................................................................................
InsertTextHere ..................................................................................................................
InsertTextHere ..................................................................................................................
InsertTextHere ..................................................................................................................
InsertTextHere ..................................................................................................................
© 2006 Ewing Marion Kauffman Foundation. All Rights Reserved.
Executive Summary
Venture Description
InsertTextHere
Management and Organization Plan
InsertTextHere
Marketing Plan
InsertTextHere
Financial Plan
InsertTextHere
© 2006 Ewing Marion Kauffman Foundation. All Rights Reserved.
1
Management and Organization Plan
Legal Form of Business
InsertTextHere
Management Team
InsertTextHere
Board of Directors/Advisory Board
InsertTextHere
Recruitment and Selection of Employees
InsertTextHere
Compensation and Ownership
InsertTextHere
Employee Reward and Incentive Plan
InsertTextHere
Communication
InsertTextHere
Infrastructure
InsertTextHere
© 2006 Ewing Marion Kauffman Foundation. All Rights Reserved.
2
Product / Service Plan
Purpose of Product/Service
InsertTextHere
Features and Benefits
InsertTextHere
Stage of Development
InsertTextHere
Product/Service Limitations
InsertTextHere
Product/Service Liability
InsertTextHere
Production
InsertTextHere
Facilities
InsertTextHere
Suppliers
InsertTextHere
Related Products/Services and Spin-Offs
InsertTextHere
Trademarks, Patents, Copyrights, Licenses, Royalties
InsertTextHere
Governmental Approvals
InsertTextHere
© 2006 Ewing Marion Kauffman Foundation. All Rights Reserved.
3
Marketing Plan
Industry Profile
Current Size
InsertTextHere
Growth Potential
InsertTextHere
Industry Trends
InsertTextHere
Other Characteristics
InsertTextHere
Distribution Channels
InsertTextHere
© 2006 Ewing Marion Kauffman Foundation. All Rights Reserved.
4
Competitive Analysis
Direct Competition
InsertTextHere
Indirect Competition
InsertTextHere
Future Competition
InsertTextHere
Competitive Analysis
InsertTextHere
© 2006 Ewing Marion Kauffman Foundation. All Rights Reserved.
5
Market Analysis
Target Market Profile
InsertTextHere
Customer Profile
InsertTextHere
Future Markets
InsertTextHere
© 2006 Ewing Marion Kauffman Foundation. All Rights Reserved.
6
Pricing
Pricing Strategy
InsertTextHere
Price List
InsertTextHere
Pricing Policies
InsertTextHere
© 2006 Ewing Marion Kauffman Foundation. All Rights Reserved.
7
Market Penetration
Company Image
InsertTextHere
Customer Service
InsertTextHere
Location
InsertTextHere
Direct Sales Force
InsertTextHere
Sales Representatives
InsertTextHere
Licensing or Distributors
InsertTextHere
Advertising and Promotion
InsertTextHere
Publicity
InsertTextHere
Telemarketing/Direct Mail
InsertTextHere
Internet
InsertTextHere
Trade Shows
InsertTextHere
Market Penetration Effectiveness
InsertTextHere
© 2006 Ewing Marion Kauffman Foundation. All Rights Reserved.
8
Financial Plan
Start-Up Costs
InsertTextHere
Sales Projections
InsertTextHere
Income Projections
InsertTextHere
Cash Requirements
InsertTextHere
Sources of Financing
InsertTextHere
Exit Strategy
InsertTextHere
Projected Financial Statements
- Monthly Cash Flow Report (for three years)
- Year-End Income Statement
- Year-End Balance Sheet
- Ratio Analysis
© 2006 Ewing Marion Kauffman Foundation. All Rights Reserved.
9
Appendix
© 2006 Ewing Marion Kauffman Foundation. All Rights Reserved.
10