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Business Plan Template - YOUR COMPANY NAME

By Timothy Evans,2014-05-16 20:12
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SWOT Analysislt; Analyse the strengths and weaknesses of the business and product or service, the opportunities that exist in the marketplace,

<OMPANY LOGO>>

<OMPANY NAME>>

    BUSINESS PLAN

    <>

    <>

Strictly Private & Confidential ? <> <> <>

    Table of Contents

     Page

Confidentiality Agreement ii

1) Executive Summary 1

    2) Company Description 2

    Promoters, shareholders and Board 2

    Advisors 2

    Products and services 2

    Long Term Aim of Business 2

    Objectives 2

    S.W.O.T. Analysis 2

3) Market Analysis 3

    Target market 3

    Total market valuation 3

    Targeted share 3

    Market trends 3

    Profile of competitors 3

    Competitive advantage 4

    Benefits to clients 4

4) Marketing/Sales Strategy 5

    Income sources 5

    Marketing strategy 5

    Pricing 5

    Advertising and Promotion 5

    Sales Strategy 6

    5) Research & Development 7

    Patents, copyrights and brands 7

    Product/Service Development 7

    R&D 7 6) Staffing and Operations 8

    Management Organisation Charts 8

    Staffing 8

    Training Plans 8

    Operations 8 7) Financial Projections 9

    Key Assumptions 10

    Profit and Loss Accounts 11

    Balance Sheets 12

    Cashflow Projections 13 8) Sales Pipeline 14

    9) Funding Requirements 15

    10) Appendices 16

     i This document is the proprietary property of <>. Copying or otherwise distributing the information contained herein is a breach of confidentiality agreement.

Strictly Private & Confidential ? <> <> <>

Confidentiality Agreement

The undersigned reader acknowledges that the information provided in this business

    plan is confidential; therefore, the reader agrees not to disclose it without the express

    written permission of <<Company/Promoter>>.

It is acknowledged by the reader that information to be furnished in this business plan

    is in all respects confidential in nature, other than information that is in the public

    domain through other means, and that any disclosure or use of this confidential

    information by the reader may cause serious harm or damage to <<Company>>.

Upon request, this document is to be immediately returned to

    <<Company/Promoter>>.

     ____________________________

    Signature

     ____________________________

    Name (printed)

     ____________________________

    Date

This is a business plan. It does not imply offering of securities.

     ii This document is the proprietary property of <>. Copying or otherwise distributing the information contained herein is a breach of confidentiality agreement.

Strictly Private & Confidential ? <> <> <>

    1. Executive Summary

<< Introduce promoters here, and the reason you are now preparing this Business Plan.

This section should not be completed until the business plan is written. It will highlight

    all milestones in the company’s development over the next five years. It should sum

    up the following areas:

    ? Purpose of the plan

    ? Product or service and its advantages

    ? Market opportunity

    ? Management team

    ? Track record, if any

    ? Financial projections

    ? Funding requirements

Financial projections should be summarised and highlighted. The following format is

    suggested as a guide:

    Year 1 Year 2 Year 3

    Sales Exports Net Profit before Tax Investment Employment

     Remember that potential investors often make a provisional judgement based on

    the executive summary, and that their decision to read the main body of the

    business plan will depend on the information presented here. The appendices at

    the back of the plan contain more detailed information to support the main text

    of the business plan. >>

     1 This document is the proprietary property of <>. Copying or otherwise distributing the information contained herein is a breach of confidentiality agreement.

Strictly Private & Confidential ? <> <> <>

    2. Company Description

Promoters and Shareholders

<< Description of the people involved in starting the business:

    ? Promoters

    ? Management structure and areas of responsibility

    ? Shareholders names, no. of shares, % shareholding and cash investment to

    date

Advisors

<< Financial, legal, and other advisors should be listed, with names, addresses and

    contact details. >>

Products and services

<< Explain clearly what your product or service is and what it does.

    ? Background to its development

    ? Benefits and Features

    ? Unique selling points

    ? Advantages to customers

    ? Disadvantages or weak points

    ? Future developments >>

Long Term Aim of the Business

<< State the long-term aim of the new business. >>

Objectives

<< State the specific milestones to be achieved by the company over the next five

    years (sales, exports, employment, product development, etc). >>

SWOT Analysis

<< Analyse the strengths and weaknesses of the business and product or service, the

    opportunities that exist in the marketplace, and the threats to the viability of the

    project. This is best done in a matrix diagram as follows:

    Strengths Weaknesses

    ? ?

    ? ? Opportunities Threats

    ? ?

    ? ?

     >>

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Strictly Private & Confidential ? <> <> <>

    3. Market Analysis

<< This section covers market research and competitor analysis. You must show that

    you have done the market research to justify the projections made in your business

    plan. It must demonstrate that there is a viable market and that you can beat the

    competition in the market for sales. >>

Target Market

<< The market to which you are planning to sell the product or service. Analyse the

    segments of this market as follows:

    ? Size of each market segment

    ? Is the segment growing or declining?

    ? Characteristics of potential customers in each segment >>

Total Market Valuation

<< Show the total potential value of the market for this type of product or service, in

    all the targeted markets, domestic and international. >>

Target Company revenue

<< These figures are the basis for the sales figures in your financial projections and

    must be based on realistic assessments. Include average deal size, length of sales

    cycle, recurring revenues>>

Market Trends

<< Analyse what is happening in the market:

    ? Recent changes

    ? Future predictions

    ? Drivers such as demographic changes, economic and legislative factors

    ? Implications for your product or service

    ? Your plans to meet future demands and changes in the market >>

Profile of Competitors

<

    ? What are the competing products and services?

    ? Profile of key players (company size, turnover, profitability etc) and their

    market share

    ? Advantages and disadvantages of the competitors’ offerings >>

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    Competitive Advantage

<< This is your assessment of why potential customers will choose to buy your product

    in place of those profiled above. Advantages may include:

    ? Unique features

    ? Price

    ? New technologies or systems

    ? Better value to customers in terms of efficiency or ROI or cost/benefit ratios

    ? Greater compatibility with existing systems

    ? Include any independent validation or case studies >>

Benefits to Clients

<< This is what your product or service provides to potential customers in terms of their

    own business goals. Does your product or service enable them to:

    ? Increase sales

    ? Increase efficiencies

    ? Save money?

    ? Save time?

    ? Maximise resources?

    ? Reduce errors?

    ? Reduce downtime?

    ? Improve Customer Service, reduce churn, increase loyalty

What will buying your product or service actually do for the customer? >>

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Strictly Private & Confidential ? <> <> <>

    4. Marketing/Sales Strategy

<< This section sets out your strategies for reaching your target market, arousing their

    interest in your product or service, and actually delivering the product or service to

    them in sales. >>

Marketing Strategy

<< How you will position your product or service in the market and differentiate it from

    its competitors:

    ? Which segments of the market will be targeted first and why?

    ? How will this be developed to reach the full target market?

    ? How will you differentiate your product or service?

    ? What key benefits will be highlighted?

    ? What potential customers have you already targeted?

    ? Have you a test site in operation, and what feedback is coming from this?

    ? What contacts can be used to generate market awareness and sales?

    ? Who will do the marketing: staff, agency, reps? >>

Revenue Sources

<< What contributions to revenue and profit will your business have?

    Irl EU US Rest of World

    ? Products

    ? Services

    ? Licences

    ? After sales

    ? Upgrades

Sales Strategy

<< How you will sell your product or service to the target market.

    ? Directly

    ? Retail

    ? Distributor

    ? Agent

    ? Sales rep

    ? Website

    ? Revenue Sharing Partners

Analyse for each method the costs involved, whether it will reach the intended

    market efficiently, the control you would retain over the pricing and positioning, the

    logistics, and the overall integration with your marketing strategy. State the

    advantages of the methods you have chosen to sell your product or service. >>

Pricing

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    << How you will set the price charged for your product or service. Considerations

    include:

    ? Competitors’ prices

    ? Level of competition in the market

    ? Perception of quality-price relationship by customers

    ? Production costs and overheads

    ? Chain of distribution and the added-value at each stage

    ? The extent to which the buyer can control the price

State how each product or service will be priced, referring to the income sources

    above. >>

Marketing and Communications Strategy

<< How you will promote your product or service in the marketplace.

    ? Advertising where, when, how, to whom

    ? Public relations

    ? Direct marketing

    ? Website and internet marketing

    ? Exhibitions and conferences

    ? Word of mouth >>

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    5. Research and Development

Technology Roadmap

    << Show the intended future development of your product or service, i.e., changes to meet future market demands, adaptations to international markets, or upgrades. Also detail plans for new products or services to add to the range.

Include

    ? Team/Department structure

    ? Methodology

    ? Platforms used

    ? Milestones to be achieved

    ? System Overview Diagram>>

Research and Development

    << Indicate whether you will have ongoing R&D as an activity of the company, what areas this will be exploring and what future contributions to the company you expect from this research. >>

Technical Partners

<< List all partners and indicate nature of involvement >>

IP, Patents, Copyrights, Brands

<< Indicate any protection available for your product or service: whether the

technology can be or has been patented, whether you can avail of copyright or

    trademark registration, and the brand image you intend to build up as a protection against competition. >>

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