The

BASICS of writing a

BUSINESS PLAN

BUSINESS PLAN?

Why would you-WANT- a

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If you’re looking for

-FUNDING-you need one.

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Even if not, you need solid

-MARKET RESEARCH-and to have laid out your

MARKETING, FINANCIAL, and OPERATIONAL PLANS

before you get too deep into running the

day to day of your business.

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BUSINESS PLAN?So, what’s in a

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EXECUTIVE SUMMARY

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EXECUTIVE SUMMARYBUSINESS PLAN.

Basically, it’s the Cliff’s notes of the

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EXECUTIVE SUMMARYCONCISE &

COMPELLING.

It should be

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EXECUTIVE SUMMARYINTERESTEDPotential investor must be

enough to keep reading.

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EXECUTIVE SUMMARYWrite it last so you can pull the info from the

rest of the plan.

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DESCRIPTION OF THE

BUSINESS.com

DESCRIPTION OF THE

BUSINESSWhat are its

PRODUCTS &

SERVICES?

What does your business do?

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DESCRIPTION OF THE

BUSINESS.com

Explain the

BUSINESS MODEL.

DESCRIPTION OF THE

BUSINESS

Think through how you’re going to

BRING IN MONEYso you and potential investors understand

where the REVENUES will

come from.

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PRODUCTS & SERVICES

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PRODUCTS & SERVICES

WHAT do you offer?

WHY would anyone want it?

What is your VALUE PROPOSITION?

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MARKETING PLAN

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MARKETING PLAN

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How will you let customers know

what you have to offer so that they

WANT TO BUY?

MARKETING PLAN

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Many entrepreneurs mess up on the

MARKETING because

they’re not SPECIFICenough.

MARKETING PLAN

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Every dollar of revenue must be tied

to a MARKETING activity and an EXPENSE.

OPERATIONSPLAN

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OPERATIONSPLAN

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How does everything

GET DONEwithin your business?

MANAGEMENT &

ORGANIZATION

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MANAGEMENT &

ORGANIZATION

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Who is on your

LEADERSHIP TEAM,

what does each contribute, and how

is the organization structured?

FINANCIAL PLAN

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FINANCIAL PLAN

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Include FINANCIAL PROJECTIONS,

and explain how much money you

need, where you’ll get it, and how

you’ll use it.

APPENDIX

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APPENDIX

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Add your

PRO FORMA FINANCIALS

and any other attachments you want

investors to see.

NEED MORE HELP?

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NEED MORE HELP?

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This was a very brief overview. If

need help writing your business plan,

take the

BUSINESS BUILDER WORKSHOP

and get all of the details.

NEED MORE HELP?

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For free tips and info to help you

plan, launch, and grow your new

business, visit

www.CateCosta.com.