This startup business plan template has 29 pages and is a MS Word file type listed under our business plan kit documents.
Sample of our startup business plan template:
Startup Business Plan Your business slogan here. Prepared By: [YOUR NAME] [YOUR 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 Contents Table of Contents 3 Executive Summary 5 Business Idea Overview 5 Products and Services 5 Target Market 5 The Opportunity 5 The Solution 5 Competition 6 Operations 6 Management Team 6 Risks and Opportunity 6 Financial Summary 7 Capital Requirements 8 1. Business Startup Description 9 1.1 Mission Statement 9 1.2 Company Philosophy and Vision 9 1.3 Industry Overview 9 1.4 Legal Structure 9 1.5 Business Startup Goals and Objectives 9 2. Products/Services 10 2.1 Products/Services Description 10 2.2 Unique Features or Proprietary Aspects 10 2.3 Problem Solved by Product/Service 10 2.4 Production 10 2.5 Product/Service Pricing 10 3. The Market 11 3.1 Industry Analysis 11 3.2 Market Analysis 11 3.3 Competitor Analysis 12 4. Marketing & Sales 13 4.1 Introduction 13 4.2 Market Segmentation Strategy 13 4.3 Targeting Strategy 13 4.4 Positioning Strategy 13 4.5 Product/Service Strategy 13 4.6 Pricing Strategy 14 4.7 Distribution Channels 14 4.8 Promotion Strategy 14 4.9 Sales Strategy 14 4.10 Sales Forecasts 14 5. Development 15 5.1 Development Strategy and Timeline 15 5.2 Development Expenses 15 6. Management 16 6.1 Company Organization 16 6.2 Management Team Biographies 16 6.3 Organizational Chart 17 6.4 Professional and Advisory Support 17 6.5 Board of Advisors 18 7. Operations 19 7.1 Production 19 7.2 Quality Control 19 7.3 Location 19 7.4 Legal Environment 19 7.5 Personnel 19 7.6 Inventory 20 7.7 Suppliers 20 7.8 Credit Policies 21 8. Financials 22 8.1 Startup Costs 22 8.2 Income Statement / 12-Month Profit & Loss Projection 23 8.3 Projected Balance Sheet 24 8.4 Cash Flow 25 8.5 Break-Even Analysis 26 8.6 Financial History and Analysis 26 9. Offering/Funding Request 28 9.1 Offer 28 9.2 Capital Requirements 28 9.3 Risk/Opportunity 28 9.4 Valuation of Business 28 9.5 Exit Strategy 28 10. Implementation 29 10.1 Year 1 29 10.2 Subsequent Years 29 10.3 Contingency Plan 29 Executive Summary The Executive Summary is one of the most important parts of the document. It's advisable to write this section last. Note that this section is the part that a prospective investor reads before reviewing the entire Startup Business Plan. Business Idea Overview Provide a brief overview of your startup. The first paragraph should explain the business idea in one or two sentences. Products and Services What are the major problems the startup would solve for target customers? Target Market Provide a brief description of the target 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 as a startup. The Opportunity Describe the problem or pain points the target customers face and explain the importance of the startup. The Solution Explain how the solution is your proposed product or service. Ensure the solution is unique and sets you apart from the competitors. Competition Identify and take note of 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 Sales Market Share Nature/Type Operations Give a brief description of the plan to implement all the above. Ensure this includes a description of the organizational structure and the expense and capital requirements for operation. Management Team Who are the members of the management team? What do they bring to the table that provides a competitive edge? Risks and Opportunity Explain why you are in business, along with the reasons why you will be able to take advantage of this opportunity. Financial Summary If the business plan is for financial purposes, explain how much you want and how it makes the business profitable. Key numbers of the business and the assumptions include sales, profit, and loss. Income Statement Summary Year 1 Year 2 Year 3 Year 4 Year 5 Revenue Cost of Goods Sold Gross Profit Total Expenses Income before Tax Less: Income Tax Net Income Balance Sheet Summary Year 1 Year 2 Year 3 Year 4 Year 5 Assets Liabilities Equity Capital Requirements Clearly state the capital needed to start or expand your business. Summarize how much money has been invested in the business to date and how it is being used. Source of Funds: Sources Amount Percentage Owner's Contribution Term Loan New Equity Financing Total Use of Funds: Category Amount Percentage Sales & Marketing Capital Expenditures G & A Expenses Other Total 1. Business Startup Description 1.1 Mission Statement A mission statement is a brief explanation of your company's reason for being. Keep your mission statement to one or two sentences. 1.2 Company Philosophy and Vision Write the values that the company lives by that may be imperative for your business philosophy. Explain the vision of your business. Note that the vision describes the long-term business outlook. 1.3 Industry Overview Describe your industry and the factors that make it competitive. Answer questions like: is the industry growing, stable, or mature? What is the short- and long-term outlook of the industry? Ensure you explain how your business will take advantage of the industry trends and changes. 1.4 Legal Structure Give details of the legal structure of the business. Explain whether it's a sole proprietorship, partnership, LLC, or corporation. Provide the necessary information about why you chose the business. Is there more than one owner? Explain the division of ownership. If there are investors, explain the of percentage shares each owns. 1.5 Business Startup Goals and Objectives Explain the goals and objectives that you follow. They must be measurable with a timeframe. 2. Products/Services This section expands in detail on the essential information about the products and services included in the Executive Summary and Business Startup Description. 2.1 Products/Services Description Give details on what you sell and the manufacturing process. Consider including details of relationships with manufacturers, suppliers, and partners essential for product delivery. 2.2 Unique Features or Proprietary Aspects Explain the unique value-added characteristics of your product line or service and how these value-added characteristics will, in turn, give your business a competitive advantage. 2.3 Problem Solved by Product/Service List the market problems and how the product/service solves it in detail
