2008 Business Plan Competition
Business Plan Recommended Format
Title Page
Company name
Names of team members
Table of Contents
Every division noted
Appendices noted
Content Outline
I. EXECUTIVE SUMMARY
A. Description of the Business Concept and the Business
B. The Opportunity and Strategy
C. The Target Market and Projections
D. The Competitive Advantages
E. The Economics, Profitability, and Harvest Potential
F. The Team
G. The Offering
II. THE INDUSTRY, THE COMPANY, ITS PRODUCT(S), OR SERVICE(S)
A. The Industry
B. The Company and the Concept
C. The Product(s) or Service(s)
D. Entry and Growth Strategy
III. MARKET STRATEGY
A. Market research
1. Customers
2. Market Size and Trends
3. Estimated Market Share and Sales
4. Competitive information
B. Product
1. Positioning
2. Pricing
3. Packaging
C. Sales and Distribution
1. Channels
2. Sales strategy
D. Marketing
1. Promotion strategy
2. Web strategy
3. Pricing
4. Services and Warranty Policies
E. Ongoing Market Evaluation
IV. BUSINESS STRATEGY
A. Business model
1. Revenue streams
2. Gross and Operating Margins
3. Profit Potential and Durability
4. Fixed, Variable and Semi-variable Costs
B. Overall Schedule (Time/Event Chart)
V. ORGANIZATION AND OPERATIONS
A. Organizational Structure
B. Design and Development Elements
1. Development Status and Tasks
2. Difficulties and Risks
3. Product Improvement and New Products
4. Costs
5. Proprietary Issues
C. Manufacturing and Operations Plan
1. Operating Cycle
2. Geographical Location
3. Facilities and Improvements
4. Strategy and Plans
5. Regulatory and Legal Issues
VI. MANAGEMENT TEAM
A. Key Management Personnel
B. Management Compensation and Ownership
C. Other Investors
D. Employment and Other Agreements and Stock Option and Bonus Plans
E. Board of Directors
F. Other Shareholders, Rights and Restrictions
G. Supporting Professional Advisors and Services
VII. CRITICAL RISKS, PROBLEMS, AND ASSUMPTIONS
VIII. THE FINANCIAL PLAN
A. Beginning Cash Balance
B. Pro Forma Income Statements for three years
C. Pro Forma Balance Sheets for three years
D. Pro Forma Cash Flow Analysis for three years
E. Break-even Chart and Calculation
F. Cost Control
G. Highlights
IX. PROPOSED COMPANY OFFERING
A. Desired Financing
B. Offering
C. Capitalization
D. Use of Funds
E. Investor's Return
X. APPENDIXES
A. Resumes
B. Spreadsheets
C. Facility layouts
D. Product designs, specifications
E. Sample promotional documents
F. Etc.