This engineering business plan template has 34 pages and is a MS Word file type listed under our business plan kit documents.
Sample of our engineering business plan template:
Confidentiality Agreement The undersigned reader acknowledges that the information provided by [YOUR COMPANY NAME] in this business plan is confidential; therefore, reader agrees not to disclose it without the express written permission of [YOUR COMPANY NAME]. It is acknowledged by reader that information to be furnished in this business plan is in all respects confidential in nature, other than information which is in the public domain through other means and that any disclosure or use of same by reader may cause serious harm or damage to [YOUR COMPANY NAME]. Upon request, this document is to be immediately returned to [YOUR COMPANY NAME]. ___________________ Signature ___________________ Name (typed or printed) ___________________ Date This is a business plan. It does not imply an offering of securities. 1.0 Executive Summary 1 1.1 Objectives 1 1.2 Mission 2 1.3 Keys to Success 2 2.0 Company Summary 3 2.1 Company Ownership 3 2.2 Company History 3 Table: Past Performance 4 3.0 Services 5 4.0 Market Analysis Summary 6 4.1 Market Segmentation 6 4.2 Target Market Segment Strategy 7 4.3 Service Business Analysis 7 4.3.1 Competition and Buying Patterns 7 Solar Energy Pros: 8 Solar Energy Cons: 8 Overview 8 5.0 Strategy and Implementation Summary 8 5.1 Competitive Edge 9 5.2 Marketing Strategy 9 5.3 Sales Strategy 9 5.3.1 Sales Forecast 9 Table: Sales Forecast 10 5.4 Milestones 12 Table: Milestones 12 6.0 Management Summary 12 6.1 Personnel Plan 12 Table: Personnel 12 7.0 Financial Plan 13 7.1 Important Assumptions 13 7.2 Break-even Analysis 13 Table: Break-even Analysis 13 7.3 Projected Profit and Loss 14 Table: Profit and Loss 14 7.4 Projected Cash Flow 17 Table: Cash Flow 17 7.5 Projected Balance Sheet 19 Table: Balance Sheet 19 7.6 Business Ratios 20 7.6 Business Ratios 20 Table: Ratios 20 Table: Sales Forecast 1 Table: Personnel 2 Table: Profit and Loss 3 Table: Cash Flow 4 Table: Balance Sheet 6 1.0 Executive Summary The Company [YOUR COMPANY NAME] was founded in 1996 and is based in [YOUR CITY], [YOUR STATE/PROVINCE]. [YOUR COMPANY NAME] offers good quality and cost effective service in engineering, design, procurement, project management, construction and construction management, environmental consulting, and other consulting services in relation to the design, building and management of electrical power. Once projects have been secured, then project offices will be established and project personnel and staff will be recruited. Project office organization and staff will encompass the engineering, procurement, and construction divisions. The Market At the moment there is a real opportunity to increase [YOUR STATE/PROVINCE]'s power infrastructure as the government owned power utility (PLN) has not been able to deliver a reliable and cost effective power system. However, the current situation in [STATE] is characterized by a continuing downward economic drift. It seems reasonable, however, that the company's target market sectors have strength to be credible buyers in the [YOUR STATE/PROVINCE] power business, since their business orientation is focused in the export market. The company faces significant rivalry from a variety of direct and indirect competitors. The purpose of this plan is to attain grant funding in the amount of $1,600,000 in order to expand the company, strategize and implement an advertising campaign, upgrade to more efficient equipment and to hire additional employees. 1.1 Objectives The financial and marketing objectives of [YOUR COMPANY NAME] follow. Financial Objectives High average gross margin percent of sales revenue for jobs. When the company has been in operation for four years after attaining grant funding, it will also produce excellent IRR for 25 years, which will create different types of jobs: build, own, operate (BOO), build, operate, transfer (BOT), build, lease, transfer (BLT), build and rent (B&R), and energy conversion contract (ECC). Net income of more than 20% of sales by the fifth year. Marketing Objectives Thus the marketing objective might read: Expand customer awareness over the planning period. Reduce competition, reduce risks, and lower price levels by establishing a joint venture with a reputable local company who has experience in performing EPC works of power projects, as well as the financial capability to be equal partners with [YOUR COMPANY NAME]. Pursuing not only EPC prospects, but also BOO, BOT, BLT, B&R, and ECC prospects. Utilizing the joint venture company as the main entity of [YOUR COMPANY NAME] to conduct business in [YOUR STATE/PROVINCE]. 1.2 Mission The mission of the [YOUR COMPANY NAME] is to establish a strong presence in [YOUR STATE/PROVINCE] to implement all provisions of the Energy Engineering & Construction (EEC) mission statement with the specific mission of becoming the leading full service EPC in [YOUR STATE/PROVINCE]. Also, [YOUR COMPANY NAME] role to be the leader in the business of BOO, BOT, BLT, B&R, and ECC in the [YOUR STATE/PROVINCE] captive power sector, will be built through a joint venture approach. The broad mission requires the following objectives within [YOUR STATE/PROVINCE]: To obtain projects in all areas of EEC services. Reduce the costs of performing work to the point that the [YOUR STATE/PROVINCE] operation can provide engineering, procurement, and support services at a lower cost than those provided by the larger corporate conglomerates. 1.3 Keys to Success Marketing power. [YOUR COMPANY NAME] needs to have its services on the shelves as the most reliable, high-quality, cost effective services in the industry, with enough marketing power to maintain an eight percent market share of EPC services in the [YOUR STATE/PROVINCE] captive power sector. Excellence in fulfilling the promise. To realize a benefit, a claim must be made and proof presented. Providing clients with both solutions and value creations. Helping the clients to increase their own residential and commercial lighting potential. Quality service and customer satisfaction. Everything we sell is guaranteed, so the services have to do what the customers want. Long-term customer satisfaction is critical to our survival. Leveraging from a single pool of expertise into multiple revenue-generating opportunities: Engineering & Architect (E&A), project consulting, project management, Engineering & Procurement (E&P), and Engineering & Construction (E&C). The right management team, with strong foundations in marketing, management, finance, and services development. 2.0 Company Summary [YOUR COMPANY NAME] is a subsidiary company of United States Energy Engineering & Construction (U.S. EEC) that provides services including engineering, design, procurement, project management, construction and construction management, environmental consulting, management consulting, quality assurance and quality control, information management, operations and maintenance, and process technology development. [YOUR COMPANY NAME] sets the following objectives for the products and services lines of power generation and power delivery projects: Expand customer awareness over the planning period. Pursuing not only EPC prospects, but also BOO, BOT, BLT, B&R, and ECC prospects. To conduct business in Central and [YOUR STATE/PROVINCE], and to provide all aspects of energy engineering services. 2.1 Company Ownership [YOUR COMPANY NAME] is an S Corporation that was created as a Ventura County corporation based in [YOUR CITY], [YOUR STATE/PROVINCE], under the sole ownership of [YOUR NAME]. The company was established in 1996 and is an A-rated member of the Better Business Bureau. 2.2 Company History Since 1996, [YOUR COMPANY NAME] has provided construction and energy solutions to home and business owners. With a focus on lighting design and general contracting [YOUR COMPANY NAME] provides a full range of services and can meet virtually any electrical and lighting need
