Your Business Plan is a
to your Success
Follow the Road Map
To avoid Termination
The Role of Your Business
Plan is to give the potential
investors:
A Description and Analysis
of the Business Situation
A Proposed Marketing Plan
for your business.
A Proposed Financial plan
for beginning your
business.
COMPANY NAME
City, State Zip
Student’s Name
Business Plan
Date
Title Page
STATEMENT OF PURPOSE
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States the objective of this business plan for your
business
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Keep it simple
Should be concise
 Sample: This plan will be the operating guide and
policy guide for XYZ, Inc.
If used as a financial proposal, the objective
should be in greater detail.
Statement of Purpose
Executive Summary
The purpose of the executive summary of the
business plan is to provide your readers with
an overview of the business plan.
Executive Summary
Executive Summary
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Therefore, your business plan’s executive summary will
include summaries of:
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A description of your company, including your
products and/or services
Your mission statement
Your business’s management
The market and your customer
Marketing and Sales
Your competition
Your business’s operations
Financial projections and plans
Remember this is a summary. Keep it as brief as
possible. You will explain in detail later in the plan.
Executive Summary
The executive summary should end with a
summary statement, a “last kick at the can”
sentence designed to persuade the readers
of your business plan “why is this a winning
business?”
Executive Summary
Description & Analysis of the
Business Situation
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What type of business is this?
What problem are you solving?
How does your product/service solve the problem?
How does this create financial value for your
company and its investors?
Content – Part 1
Rationale and marketing research on the
acceptability of the products and services
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An overview of the industry sector that your business will be
a part of, including industry trends and major players in the
industry. This section of the business plan will also include a
summary of your business's place within the industry.
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Industry Overview
What is the size of your industry?
Who are the major players in this industry?
What national/economic trends have affected this
industry and how?
What national/economic trends might affect it in the
future and how?
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Content – Part 1
Description & Analysis of the
Business Situation
Introduction and Self-Analysis.
What makes you capable of
operating this business
and being successful.
Content – Part 1
Description & Analysis of the
Business Situation
Analysis of the Business Opportunity.
 Where will the business be located?
 Who will be the customer base?
 What is your competitive advantage in the
market place?
 How does your customer benefit?
Content – Part 1
Description & Analysis of the
Business Situation
Market Analysis

This is an examination of the primary target market for your
product or service, including geographic location,
demographics, your target market's needs and how these
needs are being met currently.
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The competitive analysis section can be the most difficult
section to compile when writing a business plan. Before you
can analyze your competitors, you have to investigate them.
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You need to know:
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What markets or market segments your competitors serve;
What benefits your competition offers;
Why customers buy from them;
And as much as possible about their products and/or services, pricing,
and promotion.
Content – Part 1
Description & Analysis of the
Business Situation
Proposed Organization
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List the CEO and key management by name
Content – Part 1
Description & Analysis of the
Business Situation
PROPOSED ORGANIZATION
Types of ownership
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Sole proprietorship
Partnership
Corporation, or limited liability company (LLC).
There's no one choice that fits every business;
your job is to pick the form that best meets
your needs
Content – Part 1
Description & Analysis of the
Business Situation
PROPOSED ORGANIZATION
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An Organizational Plan is basically a “to do” list for an
organization.
It lists out the plan of work, programs, and organizational
growth over a period of time - six months, a year or five.
The tasks involved, who is responsible for them, and
when they’ll be done.
People reading your business plan will be looking to see
not only who's on your management team but also how
the skills of your management and staff will contribute to
the bottom line.
Content – Part 1
Proposed Marketing/Promotion Plan
This marketing plan section establishes the
direction your business is going to take in
order to promote your business, attract
customers, exploit any identified
opportunities and make a profit.
Content – Part 2
Proposed Marketing/Promotion Plan
Proposed Product/Services
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What are you going to sell?
What position you are going to take in the
market?
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(For example, high quality/high price or low quality
low price high volume)
Content – Part 2
Proposed Marketing/Promotion Plan
Pricing Policies
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What price you are going to set?
How much profit you think you are going to
make at the price?
Content – Part 2
Proposed Marketing/Promotion Plan
Personal Promotion
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How you and your sales staff are going to
promote your business?
What level of service you are going to
provide?
Content – Part 2
Proposed Marketing/Promotion
Plan
Non-Personal Promotion
 How will you appeal to the public?
 What promotional plans will you use?
Content – Part 2
Proposed Marketing/Promotion
Plan
Place Decisions
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Where you will distribute your goods
and/services?
Where will you obtain the materials or other
items needed for your business?
What is you channel of distribution?
Content – Part 2
Proposed Financial Plan
Basically, the financial plan section of the business plan consists of three
financial statements:
• The income statement
• The cash flow projection and
• The balance sheet
and a brief explanation/analysis of these three.
First, you need to gather together some of the financial data you'll need
to prepare these financial statements for your business plan by
examining your expenses.
Think of your business expenses as broken into two categories:
Your start up expenses and
Your operating expenses.
Content – Part 3
Proposed Financial Plan
Projected Year 1
Income Statement
by month
Content – Part 3
Proposed Financial Plan
Projected Balance Sheet
Year 1 Beginning Balance Sheet
and
Year 1 Ending Balance Sheet
Content – Part 3
Proposed Financial Plan
Projected Cash Flow Statement
Projected Year 1
Cash Flow Statement
by month
Content – Part 3
Proposed Financial Plan
Where will you go to get the money?
Entrepreneur’s
personal
resources
Financial
institutions
Financing
Options
Angel investors
Venture
capitalists
Business
development
program
Unusual
resources
Public offering
Content – Part 3
Proposed Financial Plan
Capital Repayment Plan
•Where are you getting the money from?
•What is the interest/loan arrangement?
•How and when will you retire the debt?
Content – Part 3
“If you don’t know where you are going you
may end up somewhere else”. Casey Stengel