Child Care Center Business Plan Workbook
Part II: Business Plan Template Workbook
This business plan template is a workbook that breaks down the business plan into its component
sections. For each section of the business plan, brief notes and questions are listed to assist you in
analyzing, researching and planning your child care center business.
COVER LETTER
Include the basic information such as:
 Name, Address & Contact Information
 Type of Business
 Legal Status
 Name of Licensee
 Name of Owners
SECTION 1: EXECUTIVE SUMMARY

List highlights from
sections 2 – 8 of the
business plan
(remember to do this
part last).
Notes
1
Child Care Center Business Plan Workbook
SECTION 2: BUSINESS DESCRIPTION
Overview Description of Notes
Company & Services

Describe the child
care center including;
 Capacity
 Program Type
 Services
 Philosophy

To further assist, refer
to the questions in
Part 1 of the Business
Plan Resource Guide
– section 2.1.
Mission Statement

What is the overall
objective of the
business?

To further assist, refer
to the characteristics
of a strong mission
statement in Part 1 of
the Business Plan
Resource Guide –
section 2.2.
Notes
2
Child Care Center Business Plan Workbook
Industry Analysis

Describe the industry
in which your
business will be
operating in.

How was the data for
the industry analysis
gathered?

To further assist, refer
to the questions in
Part 1 of the Business
Plan Resource Guide
– section 2.3
Business History

Where is your
business now and
how did it get to this
point (i.e. just startingup, existing,
transitioning, etc.)?

To further assist, refer
to the questions in
Part 1 of the Business
Plan Resource Guide
– section 2.4
Notes
Notes
3
Child Care Center Business Plan Workbook
Vision, Goals &
Objectives

Describe short-term
growth plans and
objectives.

Describe strategies for
continued growth.

At what rate do you
plan to grow your
business? How was
this determined?

Describe your
business goals and
objectives.

Describe the time
frame for your goals &
objectives.

How will each goal’s
progress be
measured?

To further assist, refer
to the questions in
Part 1 of the Business
Plan Resource Guide
– section 2.5
Competitive Position

Detail your SWOT
analysis.

To further assist, refer
to the questions in
Part 1 of the Business
Plan Resource Guide
– section 2.6
Notes
Notes
4
Child Care Center Business Plan Workbook
Collaborative Partners

List organizations that
you plan to partner
with and/or use as a
resource. Why?

To further assist, refer
to the questions in
Part 1 of the Business
Plan Resource Guide
– section 2.7
Notes
5
Child Care Center Business Plan Workbook
SECTION 3:
BUSINESS ORGANIZATION
Legal Structure,
Licensing &
Regulations

State the legal status
of the business. Why
was this chosen?

Have you obtained
your business
license? If not, what
steps are necessary
to acquire?

Capacity under
Licensing Regulation
Title 22
 Determine class
size and staffing
needs to meet a
desired teacherchild ratio.
 Physical size
determination

Are you in full
compliance with
government
regulations? If not,
what steps are
necessary to be in
compliance?

To further assist, refer
to the questions in
Part 1 of the Business
Plan Resource Guide
– section 3
Notes
6
Child Care Center Business Plan Workbook
SECTION 4:
MANAGEMENT & ORGANIZATION
Operational
Management Team


Name the key
personnel and
management team
running the day to day
operations and
describe the job
positions.
If more than 10
employees, prepare
an organizational
chart.
Professional &
Advisory Support

Do you have/need the
following:
 Board of directors
and management
advisory board
 Attorney
 Accountant
 Insurance Agent
 Medical Doctor
 Banker
 Consultants
 Mentors and Key
 Early Childhood
Specialist
 Architect

To further assist, refer
to the questions in
Part 1 of the Business
Plan Resource Guide
– section 4
7
Child Care Center Business Plan Workbook
SECTION 5:
OPERATIONS
Operations
 Detail the physical
location, hours of
operations, capacity &
services.
Staffing and Employee
Policies
 Do you have a policy
regarding staff
salaries, benefits and
vacation?
Admissions & Payment
Policies
 What is your pricing?
How was it
determined?
Insurance
Supplies, Equipment,
and Technology
 What supplies and
materials are
necessary ?
Record Keeping
 What is your current
system of record
keeping? Are there
any areas for
improvement?
General Care & Safety
Policies
 What other policies
and procedures are
important to the
success of your
operation? Are these
documented?
8
Child Care Center Business Plan Workbook
SECTION 6:
MARKETING
Market Analysis

Notes
Include research on
demographics and
trends. What is your
target market?
Competitive Analysis

List the competitors
who pose the most
threat in your area.
Why did you choose
them?
Marketing Strategy

Describe where you
will advertise,
promote, raise
awareness or reach
potential clients.

To further assist, refer
to the questions in
Part 1 of the Business
Plan Resource Guide
– section 6
9
Child Care Center Business Plan Workbook
SECTION 7:
FINANCIALS
Personal Financial
Statement
 What are your
personal assets and
liabilities?
Notes
Financial History &
Analysis
 Have you
created/gathered the
following?
 Year-End Balance
Sheet
 Historical Profit
and Loss
Statement
 Business income
tax returns from
prior years
 Current Balance
Sheet
 Current Profit and
Loss
 Debt Schedule
Funding Requirements
 What are your funding
requirements? How
was this determined?
Financial Plan – 3 Year
Projection
 Have you
created/gathered the
following?
 Projected Profit
and Loss
 Projected Cash
Flow
 Projected Balance
Sheet
 Break-even
analysis
10
Child Care Center Business Plan Workbook
SECTION 8:
EVALUATION

Describe keys to
success. How will
you know when/if
the plan is
successful)?

Define financial
and operational
benchmarks and
program outcomes
to measure
progress.
SECTION 9:

Notes
REFERENCES
List exhibits,
supporting
documents or data
you reference in
your plan.
Notes
11