I am currently enrolled in the California Program for Entrepreneurs, and we recently discussed business plans and models. I figured I would share the business plan outline we received, and also digitize it for myself, since we received a hard copy. As I write my own, I will go through and share my thoughts on how each section should be structured and what key points should be made in each section
-
Industry, the Company, and its Products
-
Overview
- The Company
- The Company’s Products
- The Industry
- Critical Success Factor
- Structural Analysis of the Industry
- Description of Industry Evolution
-
-
Market Research & Analysis
- Customer Segments, Buyer Decision Making Issues
- Target Market(s) Size and Trends
- Competition
- Estimate Market Share & Sales
- Ongoing Market Evaluation
-
Marketing Plan
- Overall Marketing Strategy
- Target Market Definition
- Market Positioning (Price vs. Quality)
- Competitive Advantage
- Pricing (Economic Value to Customer)
- Channel Plan
- Marketing Communications Plan
- Sales Plan to generate first six months of sales
- Service & Warranty Policies
- Advertising & Promotion Plans
- Marketing Budget
-
Design & Development Status
- Development Status & Tasks
- Difficulties & Risks
- Product Improvement & New Products
- Cost Management Plan
-
Operations Plan
- Geographical Location
- Facilities & Improvement
- Strategy & Plans
-
Management Team
- Organization
- Key Management Personnel
- Management Compensation & Ownership
- Board of Directors
- Supporting Professional Services
- Critical Risks & Problems
-
The Financial Plan
- Profit & Loss Forecasts
- Pro Forma Cash Flow Analysis
- Pro Forma Balance Sheets
- Break Even Analysis
-
Proposed Company Offering
- Desired Financing
- Securities Offering
- Capitalization
- Use of Funds
Exhibit 1: Pro Forma Income Statements (monthly for first year; annual for first 5 years)
Exhibit 2: Pro Forma Cash Flows (monthly for first year; quarterly for 2 years)
Exhibit 3: Pro Forma Balance Sheets (for startup & for end of year for first 3 years)
Exhibit 4: Break Even Analysis
Exhibit 5: Critical Success Factors
Exhibit 6: Structural Analysis of Industry