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[Company Name]

   Business Plan
Mission Statement

 A clear statement of your company’s long-
  term mission. Try to use words that will
  help direct the growth of your company, but
  be as concise as possible.
The Team

 List CEO and key management by name
 Include previous accomplishments to show
  these are people with a record of success
 Summarize number of years of experience
  in this field
Market Summary

 Market: past, present, & future:
  – Review those changes in market share,
    leadership, players, market shifts, costs,
    pricing, or competition that provide the
    opportunity for your company’s success.
Opportunities

 Problems and opportunities:
  – State consumer problems, and define nature of
    product/service opportunities created by those
    problems.
Business Concept

 Summarize key technology, concept or
 strategy on which your business is based
Competition

 Summarize competition
 Outline your company’s competitive
 advantage
Goals & Objectives

 Five-year goals
  – State specific measurable objectives
  – State market share objectives
  – State revenue/profitability objectives
Financial Plan

 High-level financial plan that defines
  financial model, pricing assumptions, and
  reviews yearly expected sales and profits
  for the next three years.
 Use several slides to cover this material
  appropriately.
Resource Requirements

 Technology requirements
 Personnel requirements
 Resource requirements
  – Financial, distribution, promotion, etc.
 External requirements
  – Products/services/technology required to be
    purchased outside company
Risks & Rewards

 Risks
  – Summarize risks of proposed project
 Addressing risk
  – Summarize how risks will be addressed
 Rewards
  – Estimate expected pay-off, particularly if
    seeking funding
Key Issues

 Near term
  – Isolate key decisions and issues that need
    immediate or near-term resolution
 Long term
  – Isolate issues needing long-term resolution
  – State consequences of decision postponement
 If you are seeking funding, state specifics

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Business plan

  • 1. [Company Name] Business Plan
  • 2. Mission Statement  A clear statement of your company’s long- term mission. Try to use words that will help direct the growth of your company, but be as concise as possible.
  • 3. The Team  List CEO and key management by name  Include previous accomplishments to show these are people with a record of success  Summarize number of years of experience in this field
  • 4. Market Summary  Market: past, present, & future: – Review those changes in market share, leadership, players, market shifts, costs, pricing, or competition that provide the opportunity for your company’s success.
  • 5. Opportunities  Problems and opportunities: – State consumer problems, and define nature of product/service opportunities created by those problems.
  • 6. Business Concept  Summarize key technology, concept or strategy on which your business is based
  • 7. Competition  Summarize competition  Outline your company’s competitive advantage
  • 8. Goals & Objectives  Five-year goals – State specific measurable objectives – State market share objectives – State revenue/profitability objectives
  • 9. Financial Plan  High-level financial plan that defines financial model, pricing assumptions, and reviews yearly expected sales and profits for the next three years.  Use several slides to cover this material appropriately.
  • 10. Resource Requirements  Technology requirements  Personnel requirements  Resource requirements – Financial, distribution, promotion, etc.  External requirements – Products/services/technology required to be purchased outside company
  • 11. Risks & Rewards  Risks – Summarize risks of proposed project  Addressing risk – Summarize how risks will be addressed  Rewards – Estimate expected pay-off, particularly if seeking funding
  • 12. Key Issues  Near term – Isolate key decisions and issues that need immediate or near-term resolution  Long term – Isolate issues needing long-term resolution – State consequences of decision postponement  If you are seeking funding, state specifics