busi-plan-shareware

8/7/2019 busi-plan-shareware

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Business Plan

The Business & Its Management

• History & Position To Date

• Current Mission

• Objectives – Near Term

• Objectives – Long Term

• Current Key Mgmt Team

• Legal & Existing Capital Structure

• Professional Advisors

Products Or Services

• Description & Applications

• Readiness For Market Of New Products/Services• Development Cost Estimates

• Proprietary Position / Barriers To Entry

• Comparison With Competition, Performance & Economics

• Guarantees & Warrantees

• Future Potential / Product Development

• Sources Of Supply

Market & Competitors

•

Description Of Customer Needs & Benefits• Market Segment Size & Growth

• Customer Decision Criteria

• Target Market Segments (Showing Differentiation From Competition)

• Marketing Objectives

• Competitive (Swot)

• Marketing Strategy Covering

• Pricing Policy

• Choice Of Location

• Promo Plans

•

Anticipated Mark Up• Market Share Projection

• Distribution Channels

• Competitor Response

• Economic, Political, Social, Legal Factors

• The Sales Forecast



Selling

• Current Selling Methods

• Proposed Selling Methods

• Sales Team

• In House Support

Management & Staffing

• Specific Mgmt Roles For Existing & Planned Staff And Gen Organization

- Of Business Under Each

• Strategies For Retaining & Motivating Key Staff

• Planned Recruitment & Selection

• Reward & Recognition Packages And Their Relationship To The Reqd. Business –- Performance

• Appraisal System

• Training & Development Plan

• Summary Of The Plan For Change

Manufacturing

• Make Or Buy Considerations

• Manufacturing Process

• Facilities Needed

• Equipment& Machinery Needed

• Output Limitation And Scale Up Possibilities• Engineering & Design Support

• Quality Control Plans

• Staffing Requirements

• Sources For Supply Of Key Materials

Acquisition, Mergers, Joint Ventures & Divestments

• Logic For Acquisition

• Target Profile

• Plans For Search

Forecasts And Financial Data

• Summary Of Financial Performance Ratios, ROI, Etc

• Summary Sales Forecasts



• Assumptions Underpinning Financial Forecasts

• P&L Accts

• Cash Flow Forecasts

• Balance Sheets

• Cash Flow / Payback Period For Any Major Investments

• Sensitivity Analysis

Financing Requirements

• Current Shareholders, Loan Outstanding, Etc

• Funds Reqd. And Timing of Incl. Leasing Plans

• Use Of Proceeds

• The Deal / Offer

• Anticipated Gearing (DE Ratio) And Interest Cover

• Exit Routes For Investor

Business Controls

• Financial

• Sales & Marketing

• Manufacturing

• Other Controls

Appendices Should Include

• Management Team Biographies

• Names & Details Of Professional Advisors

• Technical Data & Drawings

• Details Of Patents, Copyright, Designs

• Audited Accounts

• Consultants Reports Or Other Published Data On Products, Markets, Etc.

• Orders On Hand & Enquiry Status

• Detailed Market Research Methods & Findings

• Organization Charts

END

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