Business
Plan Outline
The worksheets provided
here walk you through a draft of the business plan. They provide the
basis from which you can write your own business plan. You may not
know the answer to fill in all the sections, but you can add continually
to these pages as you do research and learn more about your business.
Fill out the worksheets
with with notes and comments. This can provide the beginning of a
rough draft of the plan. Use the narrative section of "Here's the
Plan" to help you fill in the various sections of the worksheet. The
narrative lists questions to answer for most sections of the plan.
By answering these questions you will build the draft of your business
plan.
- Cover Page
- Name of the company:
- Company address:
- Company phone number:
- Logo
- Names, titles and
addresses of owners:
- Month and year plan
was completed:
- The Executive Summary
(Complete this section after you have completed the rest of
the document.)
- Mission statement:
- Summary of the purpose
of the business:
- Table of Contents
- Management and Operations
- Legal structure
of the business:
- Business description:
- Products or services
description:
- Business Location:
- Management
- Management philosophy:
- Individual(s) responsible
for management and their experience:
- Human Resources
Management
- Staff needed, job
descriptions, wages and benefits:
- Information systems
and recordkeeping:
- Special needs of
the business:
- Marketing and
Sales
- Industry trends:
- Target market:
- Competitive analysis:
- Distribution systems:
- Pricing structure:
- Packaging:
- Marketing tools:
- Customer service
strategies:
Projected
Financial Statements
For more information and
worksheets to assist you in projecting your business's income and
expenses, refer to the chapters Testing Your
Idea and Raising the Money.
