Business Plan – Blank Template (Microsoft Word
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Business Plan Business Name Name(s) of business owners/partners Address Line 1 Address Line 2 City, Post Code Telephone E-Mail Document Version: Date: Completed by: Page 1 of 26 Business Plan Contents Executive Summary ................................................................................................................................ 4 Executive Summary............................................................................................................................. 4 Business Details................................................................................................................................... 5 Key Personnel ..................................................................................................................................... 6 Objectives ............................................................................................................................................... 7 General Company Description ............................................................................................................ 7 Products/Services ............................................................................................................................... 8 Business Goals..................................................................................................................................... 9 Business Objectives............................................................................................................................. 9 Legal .................................................................................................................................................. 10 Market Analysis Summary ................................................................................................................... 11 Target Market ................................................................................................................................... 11 Competitors ...................................................................................................................................... 12 Market Risks ...................................................................................................................................... 14 Marketing and Implementation Summary .......................................................................................... 15 Marketing Mix ................................................................................................................................... 15 Branding strategy .............................................................................................................................. 16 Distribution strategy ......................................................................................................................... 16 Promotional strategy ........................................................................................................................ 17 Sales Strategy .................................................................................................................................... 18 Sales Forecast.................................................................................................................................... 18 Web Plan Summary .............................................................................................................................. 19 Website Marketing Strategy ............................................................................................................. 19 Development Requirements ............................................................................................................. 19 Management & Organisation .............................................................................................................. 20 Management..................................................................................................................................... 20 Page 2 of 26 Professional and Advisory Suport ..................................................................................................... 20 Employees ......................................................................................................................................... 20 Financial Plan ........................................................................................................................................ 21 Start Up Expenses ............................................................................................................................. 21 Sourcing of Finance ........................................................................................................................... 22 Profit & Loss Forecast ....................................................................................................................... 23 Cashflow Forecast ............................................................................................................................. 24 Managing Financial Risk .................................................................................................................... 25 Appendix............................................................................................................................................... 26 Page 3 of 26 Executive Summary Executive Summary Page 4 of 26 Business Details Company Name: Address: Telephone Number: Legal Status: The business will: Page 5 of 26 Key Personnel Details of owner(s) Name Position / main responsibility Previous Employment Key Skills Experience / Training Qualifications Previous Salary Other Key Personnel (including shareholders) Name Position / main responsibility Previous Employment Key Skills Experience / Training Qualifications Previous Salary Page 6 of 26 Objectives General Company Description Page 7 of 26 Products / Services Page 8 of 26 Business Goals Business Objectives Page 9 of 26 Legal Page 10 of 26 Market Analysis Summary Target Market Page 11 of 26 Competitors Page 12 of 26 Competitive Analysis: FACTOR Me Strength Weakness Competitor A Competitor B Competitor C Importance to Customer Products Price Quality Selection Service Reliability Stability Expertise Reputation Location Appearance Sales Method Credit Policies Advertising Image Page 13 of 26 Market Risks Page 14 of 26 Marketing and Implementation Summary Marketing Mix Page 15 of 26 Branding Strategy Distribution Strategy Page 16 of 26 Promotional Strategy Page 17 of 26 Sales Strategy Sales Forecast Page 18 of 26 Web Plan Summary Website Marketing Strategy Development Requirements Page 19 of 26 Management & Organisation Management Professional and Advisory Support Employees Position Total Cost Experience Skills / Qualifications £ £ £ £ Page 20 of 26 Financial Plan Start Up Expenses Expense £ Equipment Tools Vehicles Professional Fees Insurance Rent / deposit Stationary Website Marketing Consumables Licences Training Association fees Wages/recruitment Security / Health & Safety equipment Market research Other (please specify) Total £ Page 21 of 26 Sourcing of Finance Page 22 of 26 Profit & Loss Forecast Year 1 (£) 0 Year 2 (£) 0 Year 3 (£) 0 Less variable costs Gross profit (sales less variable costs) = 0 0 0 0 0 0 Calculate your gross profit margin % (gross profit divided by total sales x 100) (A) 0 0 0 0 0 0 0 0 0 0 0 Year 1 (£) 0 0 0 0 0 0 0 0 0 0 0 Year 2 (£) 0 0 0 0 0 0 0 0 0 0 0 Year 3 (£) 0 0 0 0 0 0 0 0 Year 1 (£) 0 0 0 0 0 Year 2 (£) 0 0 0 0 0 Year 3 (£) 0 0 0 Calculate your gross profit margin % (gross profit divided by total sales x 100) (A) 0 0 0 Salaries/wages (survival income + any staff Premises (including rent, rates, utilities) 0 0 0 0 0 0 Break even (B) divided by (A) 0 0 0 Total expected sales Salaries/wages (survival income + any staff Premises (including rent, rates, utilities) Telephone and broadband Printing, post and stationery Advertising and promotion Bank charges Professional fees Insurances Total expected sales Less variable costs Gross profit (sales less variable costs) = Calculate your gross profit margin % (gross profit divided by total sales x 100) (A) Salaries/wages (survival income + any staff Premises (including rent, rates, utilities) Total expected sales Less variable costs Gross profit (sales less variable costs) = Page 23 of 26 Cashflow Forecast Start-up 0 Forecast Actual INCOME Cash from sales (incl. VAT) Cash received from debtors Capital/loans received Other (please specify) TOTAL £ EXPENDITURE Wages to staff (incl. PAYE & NI) Premises (rent, rates & utilities) Telephone & Broadband Printing, post & stationery Advertising & promotion Bank charges Professional fees Insurances Bank/HP Equipment & vehicle leasing Payments relating to variable costs Capital Expenditure Other Payments VAT Owner's wages/salary Owner's National Insurance Loan repayments (incl. interest) Stock Consumables Other (please specify) Other Other TOTAL £ Income less expenditure Opening bank balance Closing bank balance 1 Forecast Actual 2 Forecast Actual 3 Forecast Actual 4 Forecast Actual 5 Forecast Actual 6 Forecast Actual TOTAL Forecast Actual 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 Page 24 of 26 Managing Financial Risk Page 25 of 26 Appendix Page 26 of 26
