CONFIDENTIAL
Page 1
BUSINESS PLAN
DATE PREPARED
CONTACT
SMALL BUSINESS/ORGANIZATION NAME
00/00/0000
Contact Name
Contact Email Address
Phone Number
Street Address
City, State and Zip
webaddress.com
PRESENTED TO:
CONFIDENTIAL
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TABLE OF CONTENTS
1. EXECUTIVE SUMMARY .............................................................................................................. 3
2. COMPANY OVERVIEW ............................................................................................................. 4
2.1 COMPANY BACKGROUND .............................................................................................. 4
2.2 MANAGEMENT TEAM ....................................................................................................... 4
3. PRODUCTS AND SERVICES ....................................................................................................... 4
4. MARKET ANALYSIS .................................................................................................................... 6
4.1 MARKET AND INDUSTRY OVERVIEW ................................................................................ 6
4.2 TARGET MARKET ................................................................................................................ 6
4.3 COMPETITION.................................................................................................................... 6
5. MARKETING PLAN ..................................................................................................................... 7
5.1 MARKETING STRATEGY ..................................................................................................... 7
5.2 POSITIONING ..................................................................................................................... 7
5.3 PROMOTION ..................................................................................................................... 7
5.4 DISTRIBUTION ..................................................................................................................... 8
6. IMPLEMENTATION PLAN ........................................................................................................... 8
6.1 PERSONNEL PLAN ............................................................................................................. 8
6.2 SWOT ANALYSIS ................................................................................................................ 9
6.3 TIMELINE OF MILESTONES.................................................................................................. 9
7. FINANCIAL PLAN AND STATEMENTS ...................................................................................... 10
7.1 KEY ASSUMPTIONS .......................................................................................................... 10
7.2 SALES FORECAST ............................................................................................................. 10
7.3 BREAK-EVEN ANALYSIS ................................................................................................... 11
7.4 PROJECTED INCOME STATEMENT .................................................................................. 11
7.5 PROJECTED CASH FLOW STATEMENT ............................................................................ 12
7.6 PROJECTED BALANCE SHEET ......................................................................................... 12
8. APPENDIX ................................................................................................................................ 13
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1. EXECUTIVE SUMMARY
The name of our company is _____________, and it is organized as a _____(Corporation, Partnership,
Other)____. ____(Company Name)___ is located in _________, and has been in business (or plans to be)
since ___________. The purpose of this business plan is to ______________ in order to _______________ . Our
Mission: __________________________________________________________________. Our Vision:
___________________________________________________________________. The managers for ___
(Company Name)___ will be __________ and ___________. The experience and skills they bring to the
table include ________________________________
__________________________________________________________________________. With the combined
experience of the management team, in addition to market research, we’ve decided to launch ___
(Product or Service)___. What makes ___(Product or Service)___ different than what’s currently on the
market is ____________. We believe we can maintain a competitive edge because __________. Our
customers reside, shop, and work in ___________, so our business is located within a ____-mile radius. We
expect ___(Target Customer Description)___ to make up __% of our sales. We will use a combination of
marketing strategies to promote ___(Product or Service)___, including ________, _________, and _________.
We also plan to partner with __________ in order to __________. We expect that we will reach a
projected amount of $___________ in annual sales by the end of the first 12 months. By the end of
_________, we plan to reach a projected amount of $_________ in sales.
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2. COMPANY OVERVIEW
2.1 COMPANY BACKGROUND
2.2 MANAGEMENT TEAM
3. PRODUCTS AND SERVICES
___(Company Name)___ was established because _____________________________________________.
Our ultimate goal is to _____________________________________, and we will know we’ve accomplished
that goal when ________________________________.
Last Name, First Name ___(Name)___ is the ___(Co-Founder, Manager, etc.)___ of ___(Company Name)
___. ___(Name’s)___ educational background includes ____________, and related experience includes
________________________________________________________________. Last Name, First Name ___(Name)
___ is the ___(Co-Founder, Manager, etc.)___ of ___(Company Name)___. ___(Name’s)___ educational
background includes ____________, and related experience includes
________________________________________________________________.
Our ___(Product or Service)___ offerings include _____________________________________. Materials needed
for __________will be sourced from _________________________________. We plan to leverage the
relationships we’ve made with ______________ to help keep our costs for materials low. We also plan to
establish positive working relationships with ______________ to help with ______________. Alternatives that
are currently on the market include ___________, ____________, and ____________. What makes our ___
(Product or Service)___ better than the alternatives is _________________________________________________.
Some of the unique and desirable features of ___(Product or Service)___ include _______________ and
________________.
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Here are some examples of our offerings: (insert images below)
Curr
ently, we use the following suppliers/vendors:
VENDOR 1
VENDOR 2
NAME
NAME
LOCATION
LOCATION
SUPPLIES
PROVIDED TO
BUSINESS
SUPPLIES
PROVIDED TO
BUSINESS
PAYMENT
TERMS
PAYMENT
TERMS
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4. MARKET ANALYSIS
4.1 MARKET AND INDUSTRY OVERVIEW
4.2 TARGET MARKET
According to our market research, our target customers have the following characteristics in common:
SEGMENT 1
SEGMENT 2
AGE
AGE
GENDER
GENDER
OCCUPATION
OCCUPATION
INCOME LEVEL
INCOME LEVEL
HIGHEST LEVEL OF
EDUCATION
HIGHEST LEVEL OF
EDUCATION
MARITAL STATUS
MARITAL STATUS
4.3 COMPETITION
___(Similar Products or Services)___ have been prevalent in the ___________ industry since ________. The
size of the current market is _________, and it is projected to grow by __% over the next ___________.
Currently, there are ___(Number)___ direct competitors in and around the ___(Location of Business)___
area. We believe ___(Company Name)___ will be successful in this space because
________________________________. We predict that we can gain __% of the market share by the end of
________, and __% of the market share within the next __(Number)___ years. The trends within this
industry show that ______________________________________________________.
Our direct competitors are ______________ and ______________, which are located in ____________. They
sell ___(Product or Service)__, at a rate of __________per _________. In ___(Year) __, ___(Competitor’s
Name)___’s profit margin was ______________, which is ________ compared to the previous year, and has
________ by _____% since the company began in ___(Year)___. They currently hold a _____% market
share. Customers buy from this business because ______________. We are confident our company can
better serve our target market because ________________________.
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5. MARKETING PLAN
5.1 MARKETING STRATEGY
5.2 POSITIONING
5.3 PROMOTION
Our marketing strategy is to ____________________in order to grow our initial customer base. We plan to
utilize ___(Marketing Channel)___ and ___(Marketing Channel)___ in order to__________________.
Additionally, most of our new customers will find us by ___________________________. ___Company
Name)___ also plans to reach new and existing customers by using ___(Promotional Materials)___.
Our pricing strategy is ____________________________________________________.
___(Company Name)___ plans to position itself as a ________________ brand. We plan to achieve this by
___________________ and __________________. When target customers think of our product, we want them
to think ______________________________.
We plan to leverage ______________ in order to promote and grow our business. We also plan to utilize
the following types of communication to reach our audience: Advertising (if applicable) __________
(Add a description of the paid promotional media you will use here) __________. Personal Selling (if
applicable) ______________(Add a description of your personal selling strategy here)________________.
Marketing Communication Activities (if applicable) ____________(Add a description of marketing
events or activities you will do)____________. Public Relations (if applicable) ____(Add a description of
efforts you will make to get talked about positively in the press)____.
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5.4 DISTRIBUTION
6. IMPLEMENTATION PLAN
6.1 PERSONNEL PLAN
PERSONNEL
TOTAL PAYROLL
We plan to get ___(Product or Service)___ to our customers using the following distribution channels: ___
(Discuss your distribution plan here, including an online store, retail outlets, home delivery, etc.)
___________________________________________________________________________________. These
distribution methods made the most sense for our business ___________________________________. To
support our distribution efforts, we will need to form business partnerships with _________
__________________, and plan to do so by ________________________________________.
At this time, the personnel plan calls for a minimum of _____(Staffing Needs)______ in order to
_________________________. In the first year, assumptions are that there will only be ________________ in
order to execute and manage operations. As demand increases, we will purchase additional
_______________and hire ___(Additional Staffing Needs)___.
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6.2 SWOT ANALYSIS
STRENGTHS (INTERNAL)
WEAKNESSES (INTERNAL)
1.
1.
2.
2.
3.
3.
OPPORTUNITY (EXTERNAL)
THREATS (EXTERNAL)
1.
1.
2.
2.
3.
3.
6.3 TIMELINE OF MILESTONES
Below is the timeline we anticipate to complete key activities:
We plan to capitalize on ___(Strengths)___ by _______________________________________. We will address
our current weaknesses by__________________________________. We will use our opportunities to our
advantage by ____________________________________. Our plan to mitigate the risks posed by threats is to
_______________________________________________.
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7. FINANCIAL PLAN AND STATEMENTS
7.1 KEY ASSUMPTIONS
7.2 SALES FORECAST
Inser
t chart and or graph depicting your sales forecasts below:
Revenues will increase at rate of ___% during the first ___(Time Period)___, with an increase in sales of ___
% during ______ due to ________(Historical Data)_________. To provide an exhibition of a worst-case
scenario, sales projections are deliberately calculated low.
The expected average monthly sales total for the first ___(Number)___ years will be $________. We
expect the highest performance during ______________ in our sales forecast, due to ______
___________________. We anticipate the average sale for our business to be $_______ per customer.
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7.3 BREAK-EVEN ANALYSIS
Insert chart and or graph depicting your breakeven point below:
7.4 PROJECTED INCOME STATEMENT
Insert Projected Income Statement Below:
We expect our break-even point to be __(dollar volume in sales)__, and will occur in ___(Month/Year)
___.
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7.5 PROJECTED CASH FLOW STATEMENT
Insert projected cash flow statement below:
7.6 PROJECTED BALANCE SHEET
Insert projected balance sheet below:
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8. APPENDIX
Attached here are the documents that support the information provided in the plan, including
______________, ______________ , and ______________.
Possible items to attach:
• Detailed market research
• Resumes of key people
• Industry information
• Professional references
• Supporting material
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BUSINESS PLAN TEMPLATE
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