Business Plan Template - Short Version Template

This business plan template - short version template has 17 pages and is a MS Word file type listed under our business plan kit documents.

Sample of our business plan template - short version template:

Business Plan Your business slogan here. Prepared By: Your Name Job Title Phone 555.555.5555 Email info@yourbusiness.com www.yourbusiness.com Statement of Confidentiality & Non-Disclosure This document contains proprietary and confidential information. All data submitted to [RECEIVING PARTY] is provided in reliance upon its consent not to use or disclose any information contained herein except in the context of its business dealings with [YOUR COMPANY NAME]. The recipient of this document agrees to inform its present and future employees and partners who view or have access to the document's content of its confidential nature. The recipient agrees to instruct each employee that they must not disclose any information concerning this document to others except to the extent that such matters are generally known to, and are available for use by, the public. The recipient also agrees not to duplicate or distribute or permit others to duplicate or distribute any material contained herein without [YOUR COMPANY NAME]'s express written consent. [YOUR COMPANY NAME] retains all title, ownership and intellectual property rights to the material and trademarks contained herein, including all supporting documentation, files, marketing material, and multimedia. BY ACCEPTANCE OF THIS DOCUMENT, THE RECIPIENT AGREES TO BE BOUND BY THE AFOREMENTIONED STATEMENT. Table of Content Executive Summary 5 Business Description 5 Management & Ownership 5 Problem & Solution 5 Products/Services 5 Market 5 Competition 6 Marketing Strategies 6 Fundraising 6 Financial Forecast 6 1. Business Description 8 1.1 Company Description 8 1.2 Mission Statement 8 1.3 History and Current Status 8 1.4 Goals & Objectives 8 2. Management & Ownership 9 2.1 Management Team 9 2.2 Ownership 9 3. Problem & Solution 10 3.1 Problem 10 3.2 Solution 10 4. Product/Service 11 4.1 Product/Service Description 11 4.2 Uniqueness and Competitive Advantage 11 4.3 Pricing Strategy 11 5. The Market 12 5.1 Industry & Market Analysis 12 5.2 Customer Analysis 12 6. Competition 13 6.1 Competition Analysis 13 6.2 Competitors Analysis 14 7. Marketing Strategies 15 7.1 Introduction 15 7.2 Marketing Mix 15 7.3 Distribution Channels 15 8. Fundraising 16 8.1 Capital Requirements 16 8.2 Risk / Opportunity 16 9. Financial Forecast 17 9.1 Forecast 17 Executive Summary Business Description Provide a brief description of your company (ex: name, type of operation, etc.,). The opening paragraphs should introduce what you do and where. Management & Ownership Who's the management team? What's their background and skills? Problem & Solution Briefly describe the problem in your market and the solution you offer to solve this problem. Products/Services Give a very brief overview and description of your products and services, with emphasis on distinguishing features. Market Provide a brief description of the market you will be competing in. Define your market, how large it is, and how much of the market share you expect to capture. Competition Identify the direct and indirect competitors, with analysis of their pricing and promotional strategies, as well as an assessment of their competitive advantage. Main Competitors NAME \ ADDRESS SALES MARKET SHARE NATURE/TYPE Marketing Strategies Briefly indicate the marketing strategies to sell and promote your products/ services. Fundraising Clearly state the capital needed to start or expand your business. Financial Forecast With the new financing or capital, add a short financial forecast for the next five years Income Statement Summary Year 1 Year 2 Year 3 Year 4 Year 5 Revenue Cost of Goods Sold Gross Profit Operating Costs Finance & Admin Sales & Marketing Total Expenses Net Income Before Tax Less: Income Tax Net Income Balance Sheet Summary Year 1 Year 2 Year 3 Year 4 Year 5 Assets Liabilities Equity 1. Business Description 1.1 Company Description Start with the legal name of your business and state the legal form. State whether the business is a new business, expanding business etc. Next, explain the actual business you are in and what your company does 1.2 Mission Statement Your mission statement is a short inspirational statement of the vision and goals you have for your company. 1.3 History and Current Status Explain the history of your business and what you have accomplished; explain were you are right now. 1.4 Goals & Objectives Explain the goals and objectives that you follow. They must be measurable with a timeframe. 2