This how to write a business plan guidebook template has 95 pages and is a MS Excel file type listed under our business plan kit documents.
Sample of our how to write a business plan guidebook template:
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Table of Content Table of Content 2 Executive Summary 7 Business Description 7 Products and Services 9 The Market 10 The Opportunity 11 The Solution 12 Competition 13 Operations 14 Management Team 15 Risks & Opportunity 16 Financial Summary 17 Capital Requirements 19 Business Description 21 Mission Statement 22 Values and Vision 22 Industry Overview 22 Company Description 23 History and Current Status 23 Goals and Objectives 24 Critical Success Factors 25 Company Ownership 26 Products / Services 27 Product / Service Description 29 Unique Features or Proprietary Aspects 31 Research and Development 31 Production 32 New and Follow-on Products & Services 33 The Market 35 Industry Analysis 36 Market Analysis 40 Competitor Analysis 43 Marketing & Sales 50 Introduction 51 Market Segmentation Strategy 51 Targeting Strategy 51 Positioning Strategy 52 Product/Service Strategy 53 Pricing Strategy 53 Distribution Channels 55 Promotion and Advertising Strategy 55 Sales Strategy 58 Sales Forecasts 59 Development 60 Development Strategy 61 Development Timeline 61 Development Expenses 61 Management 62 Company Organization 63 Management Team 63 Management Structure and Style 64 Ownership 65 Professional and Advisory Support 66 Board of [Advisors OR Directors] 66 Operations 67 Operations Strategy 68 Scope of Operations 68 Ongoing Operations 68 Location 68 Personnel 70 Production 72 Operations Expenses 72 Legal Environment 74 Inventory 75 Suppliers 76 Credit Policies 77 Financials 79 Start-up Funds 81 Income Statement 82 Balance Sheet 82 Cash Flow 82 Break-Even Analysis 83 Financial History and Analysis 84 Offering / Funding Request 85 Offer 86 Capital Requirements 86 Risk/Opportunity 87 Valuation of Business 87 Exit Strategy 87 Implementation 89 Year 1 89 Subsequent years 89 Contingency plan 89 Refining the Plan 90 For Raising Capital 90 Refine According to Type of Business 92 Appendix 96 Executive Summary The executive summary will provide readers and potential investors a brief yet dynamic description of the key components of the business plan. To make sure it is clear and comprehensive, it is often the last section to be written. A first-time reader should be able to read the summary by itself and know what your business is all about. The summary should stand-alone and should not refer to other parts of your business plan. The summary, between one to three pages in length, will motivate readers to continue reading the remainder of the business plan in more detail. The summary should include the following subsections: Business Description Provide a brief description of your company. The opening paragraphs should introduce what you do and where. From this section, the investor must be convinced of the uniqueness of the business and gain a clear idea of the market in which the company will operate. The legal form of the business such as LLC, S-Corporation, C-Corporation, Partnership, or Proprietorship should be stated as well as the objectives of the business via a mission statement that clearly states the business' purpose and values. Include a vision statement as well as where you see the business in five to ten years. Be sure to answer the following questions that are usually asked by potential investors: Products and Services This should include a very brief overview and description of your products and services, with emphasis on distinguishing features. Be sure to answer the following questions that are usually asked by potential investors: The Market Provide a brief description of the market you will be competing in. Here you will define your market, how large it is, and how much of the market share you expect to capture. It is important to reference credible sources and include the name of your source(s) of information along with a date. Indicate how you will market the products/services and which channels will be used to deliver your products/services to your target market(s) (i.e. website, direct sales force, Value Added Resellers, channel partners, etc.). Be sure to answer the following questions that are usually asked by potential investors: The Opportunity Describe the problem or the pain that the customer feels in order to establish that your business is really offering value to the customer. Your business will have much scope if it provides a real solution to an existing or even latent problem. State the problem clearly. Also outline how the customer is managing to solve the problem at present. Establish how much pain there is. Higher the level of pain, and lack of solutions, more valuable and in demand your solution would become. The Solution The solution is your product or service! However, if you want to set apart from the competition, your solution must be different and unique. To differentiate yourself, you need to have a very good idea of what your customers need or will need in the future. By providing an intelligent solution, you will help to solve a problem smartly. Furthermore, your products or services need to have a robust set of features. Your ability to get and retain customers will be greatly enhanced if your product is feature-rich. If your solution is an elegant one, you will enhance the user experience. Look beyond the core product or service and anticipate how to enrich your customers' experience and the image in using your product. Remember that your customer gets an enhanced experienced not just while using product, but all the way from purchase decision to using and after service. Competition It is important to show the reader that you have investigated the competition. Identify the direct and indirect competitors, with analysis of their pricing and promotional strategies, as well as an assessment of their competitive advantage. Based on this analysis, you can identify key obstacles for your business, the additional services you might offer, competitive challenges, as well as opportunities ahead. Briefly describe the competitive outlook and dynamics of the relevant market in which you will operate. Be sure to answer the following questions that are usually asked by potential investors: You may also wish to include the following table: Main Competitors
