Executive Summary: 2 to 3 page overview of the Business Plan (write this part last)
>Description of the Business Model & How your Business works (the electronic Business Model Canvas can supplement this description).
>What is your Competitive Set? What else (Substitutes?) and Who else (Competitors?)
>What is your Value Proposition? Why is your product or service unique?
>Your target markets and customer segments? How do you provide gains? Solve pains? For your customers?
>Brief Financial Overview plus your Investment or Loan Proposal
Mission Statement: Concise overview of the overriding mission.
>Stand alone statement of business purpose. Why are you in business? How are your customers helped and how will they benefit from your Value Proposition?
Operations Plan: How the business works and operates (Key Activities, Resources, Partners).
>What business (Product or Service) are you in? What is the Competitive Set? What else (Substitutes)? Who else (Your Competitors)?
>Your Key Activities (what you do), Key Resources (what you need?), Key Partners?
>Break-Even Analysis and Operating Cost Analysis
>What is your Value Proposition? Unique Selling (Marketing) Position?
>Facilities, production capacity, equipment & technology (Resources?)
>Fixed, Variable and Semi-Variable Cost Analysis
Business Model Canvas: Full-size or electronic version of BMC (Can you model it?)
>Comprehensive Business Model Canvas, supported by the Value Proposition Canvas
Marketing & Promotion Plan: Once the product is made or the service is ready to perform, how is it priced, promoted and delivered to customer?
>Analysis of the Competition: who are they and how do you position and market?
>Target Markets and Analysis of Customers Segments (Create gains? Solve pains?)
>Market Research and Demographic Study of your marketplace (Business Databases)
>Marketing & Promotion: Strategies & Implementation Plan (including Social Media
>Distribution and/or Delivery of Product/Service to Customers (Channels)
>Pricing, Terms of Sale, Transaction Policies
>Marketing Budgeting & Market Research Methods
>Sales department organization and Sales staffing plan
Management & Personnel Plan: Who is operating, managing, selling and planning for your company? How are going to run the Company?
>Resumes of "key" owners & managers
>Personnel policies and job descriptions
>Personnel development & assessment instruments
>Compensation plans for "key" employees & owners
>Organizational structure and managerial duties, including sales management
>Regulations, payroll tax requirements, employment law, non-competes
>Credit policies and internal cash controls
Current Financial Position: Up to date financial statements.
>Current year-end Profit/Loss Statement & Balance Sheet
>Tax Returns on Business (or personal, if start up) for past 3 years
Sales Projections and Forecast: Historical & projected sales analysis (see Excel template)
>Estimated Sales Forecasting methods and projections
>Pro Forma Profit & Loss Statements
>Pro Forma Balance Sheets
>Time line for positive cash flow from operations
>Ability to service debt requirements from operating cash flow
>Monthly cash management and reporting methods
>Performa (projected) Cash Flow Statements
Summary of Loan or Investment Proposal:
>One page summary of loan or investment proposal, including details
of what loan proceeds will accomplish, collateral & term considerations.
Appendixes: Some of the following may be included in Business Plan.
>Brochures, bulletins, and product/service information (paper or PDF)
>Real property appraisal and/or equipment listing (PDF or Excel)
>Accounts payable & accounts receivable (QB or Excel)
>Supplier & customer lists (confidential information)
>Building or space lease terms & conditions (PDF or copy)
>Personal financial statements (bank will likely require these for loan)
>Copyrights, patents or trademarks held by you and /or company
Need more info? Contact your local SBDC professional staff. In Durango, CO call the Durango-based SBDC office (970) 247-7009. On the web: http://sbdcfortlewis.org
