Business Name
Tag Line
BUSINESS PLAN
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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 .................................................................................................... 3
MANAGEMENT AND ORGANIZATION ............................................................................. 4
Legal Form of Business................................................................................................... 4
Management Team ......................................................................................................... 4
Board of Directors/Advisory Board .................................................................................. 4
Recruitment and Selection of Employees ........................................................................ 4
Compensation and Ownership ........................................................................................ 4
Employee Reward and Incentive Plan ............................................................................. 4
Communication ............................................................................................................... 4
Infrastructure ................................................................................................................... 4
PRODUCT/SERVICE .......................................................................................................... 5
Purpose of Product/Service ............................................................................................. 5
Features and Benefits ..................................................................................................... 5
Stage of Development ..................................................................................................... 5
Product/Service Limitations ............................................................................................. 5
Product/Service Liability .................................................................................................. 5
Production ....................................................................................................................... 5
Facilities .......................................................................................................................... 5
Suppliers ......................................................................................................................... 5
Related Products/Services and Spin-Offs........................................................................ 5
Trademarks, Patents, Copyrights, Licenses, Royalties .................................................... 5
Governmental Approvals ................................................................................................. 5
MARKETING PLAN ............................................................................................................. 6
Industry Profile .............................................................................................................. 6
Current Size ................................................................................................................ 6
Growth Potential ......................................................................................................... 6
Industry Trends ........................................................................................................... 6
Other Characteristics ................................................................................................... 6
Distribution Channels .................................................................................................. 6
Competitive Analysis ..................................................................................................... 6
Direct Competition....................................................................................................... 6
Indirect Competition .................................................................................................... 6
Future Competition ..................................................................................................... 6
Competitive Analysis ................................................................................................... 6
Market Analysis ............................................................................................................. 6
Target Market Profile ................................................................................................... 6
Customer Profile.......................................................................................................... 6
Future Markets ............................................................................................................ 6
© 2003 Ewing Marion Kauffman Foundation. All Rights Reserved.
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Market Penetration ............................................................................................................... 7
Company Image ........................................................................................................... 7
Customer Service ......................................................................................................... 7
Location ..................................................................................................................... 7
Direct-Sales Force ....................................................................................................... 7
Sales Representatives ................................................................................................... 7
Licensing or Distributors .............................................................................................. 7
Advertising and Promotion............................................................................................ 7
Publicity ..................................................................................................................... 7
Telemarketing/Direct mail ............................................................................................ 7
Internet ....................................................................................................................... 7
Trade Shows................................................................................................................ 7
Market Penetration Effectiveness ................................................................................... 7
Pricing ........................................................................................................................... 7
Pricing Strategy ........................................................................................................... 7
Price List .................................................................................................................... 7
Pricing Policies ........................................................................................................... 8
Break-Even Analysis .................................................................................................... 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 Attached
- Monthly Cash Flow Statement
- Year-End Income Statement
- Year-End Balance Sheet
- Financial Analysis/Ratios
APPENDIX
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© 2003 Ewing Marion Kauffman Foundation. All Rights Reserved.
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Executive Summary
Venture Description
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Management and Organization Plan
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Marketing Plan
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Financial Plan
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© 2003 Ewing Marion Kauffman Foundation. All Rights Reserved.
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Management and Organization Plan
Legal Form of Business
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Management Team
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Board of Directors/Advisory Board
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Recruitment and Selection of Employees
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Compensation and Ownership
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Employee Reward and Incentive Plan
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Communication
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Infrastructure
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© 2003 Ewing Marion Kauffman Foundation. All Rights Reserved.
4
Product / Service Plan
Purpose of Product/Service
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Features and Benefits
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Stage of Development
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Product/Service Limitations
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Product/Service Liability
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Production
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Facilities
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Suppliers
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Related Products/Services and Spin-offs
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Trademarks, Patents, Copyrights, Licenses, Royalties
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Governmental Approvals
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© 2003 Ewing Marion Kauffman Foundation. All Rights Reserved.
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Marketing Plan
Industry Profile
Current Size
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Growth Potential
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Industry Trends
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Other characteristics
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Distribution Channels
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Competitive Analysis
Direct Competition
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Indirect Competition
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Future Competition
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Competitive Analysis
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Market Analysis
Target Market Profile
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Customer Profile
InsertTextHere
Future Markets
InsertTextHere
© 2003 Ewing Marion Kauffman Foundation. All Rights Reserved.
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Market Penetration
Company Image
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Customer Service
InsertTextHere
Location
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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
Pricing
Pricing Strategy
InsertTextHere
Price List
InsertTextHere
© 2003 Ewing Marion Kauffman Foundation. All Rights Reserved.
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Pricing Policies
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Break-Even Analysis
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© 2003 Ewing Marion Kauffman Foundation. All Rights Reserved.
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Financial Plan
Start-up Costs
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Sales Projections
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Income Projections
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Cash Requirements
InsertTextHere
Sources of Financing
InsertTextHere
Exit Strategy
InsertTextHere
Projected Financial Statements
- Monthly Cash Flow Statement
- Year-End Income Statement
- Year-End Balance Sheet
- Financial Analysis/Ratios
© 2003 Ewing Marion Kauffman Foundation. All Rights Reserved.
9
Appendix
© 2003 Ewing Marion Kauffman Foundation. All Rights Reserved.
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