Business Plan Outline

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BUSINESS PLAN OUTLINE

 

Here’s a basic business plan outline, which we used for our own plan to sell the Publishing and Agents business in 2008 to new owners, while continuing to work as a writer and consultant. Then, this plan was used to find a new partner for the successor company The Publishing Connection.

 

You can use a number of formats for writing a business plan. The elements to include depend on your business and whether you are a start-up or have a history.  Here’s the outline we have used for a number of plans.  It’s adapted from the categories suggested to us by a VC broker and the sample plans provided by Business Plan Pro, which is one of the software programs we use in writing a business plan. We also use this software for creating many of the charts and graphs that create a compelling presentation for your business.

 

Executive Summary
Objectives

Mission
Keys to Success

 

Company Summary

Company Ownership

Company History

Company Location and Facilities

 

Products and Services

Product and Service Description

Competitive Comparison

Sales Literature

Fulfillment

Technology

Service and Support

Future Products and Services

 

Market Analysis Summary

Market Segmentation

Customer Profile

Target Market Segment Strategy

Service Business Analysis

Business Participants

Distributing a Service (or Product)

Competition and Buying Patterns

Main Competitors

 

Strategy and Implementation Summary

Strategy Pyramids

Value Proposition

Competitive Edge

Marketing Strategy

Pricing Strategy

Promotion Strategy

Advertising

Public Relations

Distribution Strategy

Sales Strategy

Sales Programs

Strategic Alliances

 

Management Summary

Organizational Structure

Management Team

Management Team Gaps

Personnel Plan

 

Financial Plan

Important Assumptions

Key Financial Indicators

Break-Even Analysis

Monthly Projected Profit and Loss

Projected Cash Flow

Projected Balance Sheet

Capital Requirements

Risk

 

Conclusion

 

Appendix (some possible things to include)

Web Site Pages

Flyers and Advertising

Current Service and Operations

Processing Orders

Product Strategy

Research and Development