You start your business plan document by entering the general company data. This page gives a first impression of the company and its general goals. The management of the company defines the business idea of the enterprise and its strategies, with objectives and plans for implementation. These are then put together into a business plan, for information for the shareholders and employees or for bankers, to raise capital for implementation of the plan.
| Business Plan Template |
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Table of Contents (automated)
Executive summary
- Business goals/mission
- Business description
- Business formation
- Business philosophies/identity
- Location
- Geographical markets
- Vision of the future
- Main objectives
- Key advantages
- Strategic positioning
- Strategic alliances
- Sales summary
- Internet
- Licenses
- Directors
- Management team
- Personnel
- Funds required
Development
- Project plan
- Phasing diagram
- Development team
Marketing
- The product mix
- Sales estimates
- Analysis current product mix
- Competitive research
- Market analysis
- Marketing goals & strategies
- Pricing strategy
- Sales management
- Distribution & service
- Advertising & promotion
- SWOT analysis
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Historic analysis
- General view
- The market position
- Income statement historic
- Balance sheet historic
Operations
- Industry specific
- Identity
- Location
- Premises
- Layout
- Production planning
The organizational structure
- Management and personnel
- Administrative organization
- Contingency planning
Financial plan
- The investment budget
- Statistical data (ratios)
- The return on investment
- Financial projections
Risk management
- Risk reduction
- Exit strategy
Timeline
Appendices
- Personal income statement
- Other
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PlanMagic Business comes with a products and services plan template, and one additional template of your choice from those available. Available at the moment are:
The multi-purpose yet business specific business plan program.