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BUSINESS PLAN OUTLINE

By Sara Barnes,2014-04-11 12:31
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BUSINESS PLAN OUTLINE

    BUSINESS PLAN OUTLINE

Note: This is a general guide. Some businesses have unique factors which may

    not be identified here.

    APPLICANT PROFILE:

    ? Business history

    ? Client’s resume

    ? An outline of other government assistance to-date

    ? Ownership of the company

    ? Community profile - population, economy, etc.

PROJECT DESCRIPTION:

    ? Project objectives

    ? The concept or approach

    ? Products or services provided

    ? Strengths and weaknesses of the project and ways of addressing the weaknesses

    COST ESTIMATES:

    ? Detailed cost estimates

    ? Separate appraisals for land, equipment, etc.

FINANCING:

    ? Details of sources

    ? Confirmation letter of interest from bank or bank statements for equity

    ? Strengths and weakness of the financing package and ways of addressing the

    weaknesses

PROJECT SCHEDULE (OPTIONAL):

    ? Needed if the timing of the project is critical

MARKET ANALYSIS:

    ? Profile of overall industry and the market competing in ? Target market size-geographic and dollar volume

    ? Target market share

    ? Analysis of the competition-level of competition, how the company can compete,

    the impact on the competition

    ? Assumption for sales projections in pro forma

    ? Marketing plan - pricing, promotion, distribution, etc. ? Strengths and weakness of the marketing plan and ways of addressing the

    weaknesses

    MANAGEMENT:

? Resumes for all management

    ? Organizations chart (for larger organizations)

    ? Strengths and weaknesses of the management team and ways of addressing the

    weaknesses

BENEFITS:

    ? Outline benefits for part-time, full-time, Aboriginal, non-Aboriginal positions ? Identify Aboriginal management jobs

    ? Other benefits

    FINANCIALS:

? First year cash flow by month (projected)

    ? Annual pro forma income statements (for a minimum of three years ahead) ? Opening and annual pro forma balance sheets

    ? Opening and annual pro forma sources and uses of funds statements ? Historical statements for last fiscal year and current year to present date to permit

    blending into pro formas (for existing businesses)

    ? Notes to financial statements explaining assumptions in the pro formas

    OPERATIONS:

? How will the business be operated?

     - organization, maintenance, logistics, employees

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