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Name of Business Venture
Business Plan Report
Name of Venture
Name of Student submitting Project
DateCompany Location or Address
Table of Contents (Including page #)
* All components of venture plan identified
* Pages are listed for easy identification
Insert Table of Contents in Word:
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Adding Levels for Content of table of contents:
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Name of Business Venture | Executive summary: 1
TABLE OF CONTENTS
Executive summary:............................................................................................................................................................. 4Description of the Business/ Company Profile-....................................................................................................5
Market Analysis....................................................................................................................................................................... 7
Target market..........................................................................................................................................................................7
Competitive Analysis...........................................................................................................................................................8
Strengths............................................................................................................................................................................... 8
Weaknesses........................................................................................................................................................................8
Opportunities.......................................................................................................................................................................8
Threats................................................................................................................................................................................... 8
Marketing Plan-......................................................................................................................................................................9
Promotional (sales) Strategy / Advertising Plan...............................................................................................9
Place/ location......................................................................................................................................................................10
Pricing strategy....................................................................................................................................................................11
Resource Analysis..............................................................................................................................................................13
Human Resource Team..................................................................................................................................................13
Material Resources /Technological Resources..................................................................................................14
Operational Strategy..........................................................................................................................................................16
Operations suppliers.........................................................................................................................................................16
Operating strategy............................................................................................................................................................. 17
Financial Strategy................................................................................................................................................................19
Financial Strategy..............................................................................................................................................................19
Income Statement:............................................................................................................................................................20
Cash Flow Projection Chart..........................................................................................................................................21
Appendices.............................................................................................................................................................................. 23
Market Research forms...................................................................................................................................................23
Survey results...................................................................................................................................................................... 24
Resumes of people on the Management Team.................................................................................................25
Photos of the product or drawings of proposed packages...........................................................................26
Floor Plans.............................................................................................................................................................................27
Marketing /Promotional materials-............................................................................................................................28
Name of Business Venture | Executive summary: 2
EXECUTIVE SUMMARY
Name of Business Venture | Executive summary: 3
EXECUTIVE SUMMARY:
* Opens with a mission statement
* Description of the Business (company profile)
* Type of Business Ownership
* Product/ Service Description
* Summary of the most important points in the plan
* Names of contact person & management team members
* Name of Venture
* Information about goods/services offered and what makes business unique
* Location of business and proposed timelines for its development
* Information about security that can be offered to investors
* Information about business loans that are required
* SWOT (strengths, weakness, opportunities, threats) Analysis of Venture and yourself as an entrepreneur
Name of Business Venture | Executive summary: 4
DESCRIPTION OF THE BUSINESS/ COMPANY PROFILE-
(including the name of the business, type of business ownership & names of contact person(s))
Name of Business Venture | Executive summary: 5
MARKET ANALYSIS
Name of Business Venture | Executive summary: 6
MARKET ANALYSIS
TARGET MARKET
(include a profile of customer & market research)
Age range, income range, gender, marital status, number of children, occupation, location boundaries, average purchase, frequency of purchase, lifestyle, who influences decisions, need that your product/ service fills. (10)
Name of Business Venture | Executive summary: 7
COMPETITIVE ANALYSIS
(includes a SWOT analysis of your competition)
Identified competition (direct & indirect); strengths and weaknesses of competitors; how competitors price, market and sell; opportunities or threats to your business. SWOT analysis.(10)
STRENGTHS
WEAKNESSES
OPPORTUNITIES
THREATS
Name of Business Venture | Executive summary: 8
MARKETING PLAN-
PROMOTIONAL (SALES) STRATEGY / ADVERTISING PLAN
Industry Trends
Product/Service
Target market
Competitive Analysis
Marketing mix
Price
Product
Place
Promotion
Identifies methods you choose to communicate to target market, type of promotions or advertising, costs of promotions, extent of promotion (weekly, monthly, etc) (10)
Name of Business Venture | Executive summary: 9
PLACE/ LOCATION
A comprehensive description of how and where you plan to sell your product (market research should reveal customers preference for location). (5)
Name of Business Venture | Executive summary: 10
PRICING STRATEGY
Identifies how price was determined (labour, material & operational costs, profit margin); how you positioned yourself against the competition, and any discount or sale pricing; and identifies your break-even price point. (10)
Name of Business Venture | Executive summary: 11
RESOURCE ANALYSIS
Name of Business Venture | Executive summary: 12
RESOURCE ANALYSIS
HUMAN RESOURCE TEAM
Describes people who will provide expertise required to run your business; your employee needs (full/ part-time), salaries, benefits, job descriptions (roles & responsibilities).(10)
Name of Business Venture | Executive summary: 13
MATERIAL RESOURCES /TECHNOLOGICAL RESOURCES
Identifies materials needed- raw materials, finished products, furniture equipment, etc. (5)
Name of Business Venture | Executive summary: 14
OPERATIONAL STRATEGY
Name of Business Venture | Executive summary: 15
OPERATIONAL STRATEGY
OPERATIONS SUPPLIERS
Who will be your suppliers and why you have chosen them to provide product or raw materials; how much will you pay for these products/materials; how you will transport product to your location from supplier. (5)
Name of Business Venture | Executive summary: 16
OPERATING STRATEGY
(includes a floor plan, operating regulations(licenses), insurance, etc)
Identifies how your facility will be set up (i.e. floor plan), inventory needs, human resource needs (labour), management needs. Identifies any operating regulations needed by local or provincial government. Lists insurances needs and costs.(10)
Name of Business Venture | Executive summary: 17
FINANCIAL STRATEGY
Name of Business Venture | Executive summary: 18
FINANCIAL STRATEGY
FINANCIAL STRATEGY
Based on projected results, shows research, possible source of capital (bankers, government agencies, family, friends).
Explains how much it will cost to start a venture and keep it going after startup
Identifies expected costs and revenue, how much capital is needed and when it will be needed
Identifies what sources of capital are available (10)
Name of Business Venture | Executive summary: 19
INCOME STATEMENT:
Name of Business Venture | Executive summary: 20
CASH FLOW PROJECTION CHART
Identifies predictions and estimates of monthly income (receipts), monthly expenses (disbursements) and monthly balance for a projected period of time (3 months to 1 year) Done in a chart form. (20)
Name of Business Venture | Executive summary: 21
APPENDICES
Name of Business Venture | Executive summary: 22
APPENDICES
These may include market research forms, survey results, and resumes of people on management team, photos of the product or drawings of proposed packages, floor plans, marketing / promotional materials.
MARKET RESEARCH FORMS
Name of Business Venture | Executive summary: 23
SURVEY RESULTS
Name of Business Venture | Executive summary: 24
RESUMES OF PEOPLE ON THE MANAGEMENT TEAM
Name of Business Venture | Executive summary: 25
PHOTOS OF THE PRODUCT OR DRAWINGS OF PROPOSED PACKAGES
Name of Business Venture | Executive summary: 26
FLOOR PLANS
Name of Business Venture | Executive summary: 27
MARKETING /PROMOTIONAL MATERIALS-
Ads, web pages, logos, business cards etc.
Name of Business Venture | Executive summary: 28