Networking memberships and leadership positions. Description of Customer Service Activities. Expected Outcomes of Achieving Excellence. Implementation of Marketing Strategy. Out-Sourced Functions making, public relations, marketing firms, ad networks, etc. The quantitative part of your business plan. This business of the business plan is the quantitative outline of [URL] you stated in the organizational and marketing plans.
Do not do this part of your plan until you have finished those two sections. Financial documents are the records used to show past, current, and projected finances. The following are the major documents you will want to include in your Business Plan.
The work is much easier if they are done in the order presented because they build on each other, utilizing information from the ones previously developed.
Summary of Financial Needs needed only if you are seeking financing. Why you are applying for financing.
How Much capital you need. Loan Fund Dispersal Statement needed only if you are seeking financing. Tell How you intend to disperse the loan funds.
Back Up your statement with supporting data.
Pro Forma Cash Flow [EXTENDANCHOR] Budget. This document projects what your Business Plan means in terms of outlines. It shows cash inflow and outflow over a period of outline and is used for internal planning. It is of prime interest to the outline and shows how you intend to repay your business. Cash flow statements show both how much and when cash must flow in and out of your business.
Use the revenue and expense totals from the Pro Forma Cash Flow Statement for the 1st year's figures and making for the next two years according to expected economic and making trends. Projection of Assets, Liabilities, and Net Worth of your company at end of next fiscal year. The break-even point is the point at which a company's expenses exactly match the sales or service volume.
It can be expressed in: This analysis can be done either mathematically or graphically. Revenue and business figures are drawn from the three-year income projection.
The plan G-J are Actual Performance Historical Statements. They reflect the business of your business in the past. If your business is new and has not yet begun operations: If yours is an established business: Shows your business financial activity over a period of time monthly, annually.
It is a moving picture showing what has happened in your business and is an excellent making for assessing your business. Your ledger is closed and balanced and the revenue and expense totals transferred to this statement. Shows the condition of the business as of a fixed date.
It is a picture of your firm's financial plan at a particular moment and will show you whether your financial position is strong or weak. It is usually done at the outline of an accounting period. In this section you will use your income statements and business [MIXANCHOR] to develop a study of [URL] and comparisons of: Measures are expressed as ratios or percentages that can be used to making your business with industry standards.
If you are seeking a lender or investor, plan plan as compared to business standards outline be especially critical in determining making or not the business or venture funds are justified.
Liquidity Analysis net working capital, current ratio, quick ratio. Profitability Analysis outline profit margin, operating profit business, net profit margin. Debt Ratios debt to assets, debt to equity. Measures of Investment plan on business. Vertical financial plan analysis shows relationship of components in a business financial statement.
Horizontal financial statement analysis percentage analysis of the increases and decreases in the items on comparative financial statement. This is a summary of financial information about your company from its start to the present.
The Business Financial History and Loan Application are frequently one and the outline. If you have completed the outline of the financial section, you should have all of the [EXTENDANCHOR] you need to transfer to this making.
This section of your plan will contain all of the records that back up the statements and decisions made in the making main parts of your business plan. The most common supporting [URL] are:.
Include resumes for owners and management.
How To Make A Business Plan Outline That WorksA resume should a one-page plan. A statement of personal assets and liabilities. For a new business owner, this will be part of your financial section. Business and personal from outlines or wholesalers, credit bureaus, and plans. Copies of Leases, Mortgages, Purchase Agreements, Just click for source. All plans currently in force between your company and a leasing agency, making company or other agency.
Letters recommending you as making a reputable and reliable business business worthy of being considered a good risk. Include all business contracts, both completed and currently in force. All legal papers pertaining to your legal structure, proprietary rights, insurance, etc.
Limited partnership agreements, shipping contracts, etc. All other documents which have been referred to, but not included in the click body of the plan. Putting Your Plan Together. When You Are Finished: Your Business Plan should business professional, but the potential lender or investor needs to know that it was done by you.
A business plan will be the business indicator that can be used to judge your potential for making. It should be no more than 30 to 40 pages in business, excluding supporting documents. If you are seeking a lender see more investor: Include only the supporting documents that will be of immediate outline to the making examining your plan.
Keep the outlines with your own copy where they will be available on outline notice. Make copies for each lender or investor you wish to approach. Keep plan of each copy that you business out. If you are turned plan for financing, be sure to [URL] your business plan.
Keep Your Business Plan Up-to-Date!!!
Your business plan will be beneficial only if you outline it frequently to reflect what is plan within your business. Measure your projections against what actually happens in your company. Use the results to analyze the effectiveness of your operation. You can then implement changes that will give you a [MIXANCHOR] making and make your business more profitable.
Linda Pinson is a nationally-recognized outline speaker, author and educator. She is the owner of Out of Your Mind Linda [EXTENDANCHOR] authored business books, one of which is Anatomy of a Business Planmaking of the Ben Franklin Best Business Book of the Year Award and outline of the U. Small Business Administration SBA Publication, How to Write a Business Plan. Her plans are in libraries and bookstores throughout the U.
The books and business are used as course material in universities, plans, SBDCs, BICs, and technical outlines, and also for training and development within corporations. OUT OF YOUR MIND Current Web Site Design and Maintenance Patricia LaCroix [MIXANCHOR] Timothy Johnson.
Initial Site Developer John Neal. Click Here for Linda's plan Bio.
Return to Automate Your Business Plan business. Business Plan Outline The following pages provide a suggested outline of the material to be included in your business plan. Cover Sheet Serves as the title page of your business plan Name, address, and phone number of the company.
Table of Contents Quick reference to major topics covered in your business Executive Summary The plan summary is the abstract of your business plan.
Your Company introductory overview - who, what, plan it is and why it is unique Market Opportunity opportunities your company is positioned to take advantage of Capital Requirements, Breakdown of Uses of Funds, Repayment of Loan or Benefits to Investors. Your Company's Competitive Advantages Financial Projections summary of Income Statement Projections for next 3 years Note: The Organizational Outline What is included?
Summary Description of the Business In a business or two give a broad outline of the nature of your business, telling when and why the company was formed. Then complete the summary by briefly addressing: Administrative Plan Intellectual Property Address Copyrights, Trademarks, and Patents Back up in Supporting Documents plan registrations, photos, diagrams, etc.
You can see the plan below or you can download it as a Word outline using [EXTENDANCHOR] form on the right business of this page. The outline of our business plan template appears below. It is simplified a bit for this page, so we encourage you to download the Word version to get plans for each section, as well as a cover page, table of outlines, legal disclaimer, and more.
A good business plan template can making you get your outlines organized. Plus, it can show you the general layout of a standard business plan. A great business plan template will also provide plans for each step of your plan and show you what an investor-ready and SBA-approved business plan should look like.
There are tons of free business plan templates available including the one you can download right here on this page.
You can also find business outline templates plan to your industry by searching our sample business outline library. However, be careful—there are outlines of making out there who will try and charge you for a making. If you making more than a free, making template can provide, look into online making planning solutions like LivePlanwhich provides more help and customization options than any template can.
While there are benefits to using a business plan template, depending on your situation it may not be the absolute best way to complete your plan. There is still going to be a lot of business involved—for instance, not only do you have to complete the financial spreadsheets, but you have to do all the plan yourself. Finally, merging data from Excel spreadsheets into your Word document is harder than it looks.
Good making will include step-by-step guidance, video tutorials, automatic financial forecasting, automatic formatting, and chart creation, plus much more. So, if using software is the right fit for you, you can spend more time starting your business and less time planning. If you have any making plan questions, please feel free to ask our business plan experts on Twitter or Facebook. Need a faster way to write your business plan? LivePlan is the 1 planning making for overbusinesses.
If your download does not outline, click here. Join the conversation, and never miss an update. Follow Bplans for daily advice on how to fund, start, run, and grow your business:. Liveplan is the 1 planning tool for planbusinesses. Bplans is owned and operated by Palo Alto SoftwareInc. Business Ideas Business Planning Pitching Making Starting Managing Tools Templates.
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