MGMT 5300 Entrepreneurship and Venture Management

Dr. Isaura Flores

Business plan: Sections

The following are the required sections for the Business plan:
Cover Page:
a

i
ii
iii
iv

Business Name, Student Names

2
3

Table of Contents
Executive Summary

Marketing Plan: Expanded 4 Ps

a Product description (including packaging, brand)

b Promotion / Advertising
c Distribution strategy
d Price (Cost or value based?)
5 Markets description :
a Primary Market (Census data, # people, # geographic areas, # businesses, etc. Remember to
provide sources)
b Secondary Market (Census data, # people, # geographic areas, # businesses, etc. Remember to
provide sources)
6 Industry Analysis :
a Environmental trends (select the variables relevant to your business plan):
Economic Forces
Social Forces
Technological advances
Political and regulatory
b 5 Forces Industry analysis (Include a small section about how you plan to build barriers for
entry)
c Competitor section (with grid)
7 Feasibility Analysis :
a Product/Service feasibility (How do you plan to test your product? Surveys? Demos? And
how will you calculate initial demand? )
b Industry / Target market feasibility (General conclusion of the Industry analysis previous
section)
c Organizational feasibility (How do you plan to get the people you need? Explain the resources
the company will need)
d Financial feasibility (General estimate of initial amount to start the business)
e One page Business Concept

Operations Plan:
a Office Space, plant:
b Location (map)
c Lay out (office, business or manufacturing plan)
d Hours
e Phone numbers, fax, emails
f One page
Legal form of business:
a Sole proprietorship
b LLC, LLP, Corp

i
ii
iii

% ownership
Names
% for investors
c Founder agreement
10 Organizational chart: Management Team
a
Positions
b Job descriptions
c Vacations, other
d Growth in 3-5 years
11 Consultants:
e Accountants
f Attorneys
g Technical
h Other
12) HR Handbook:
a Code of ethics
b Training
c Selection criteria
d Rewards & Compensation
e Other
13 Board of Directors and/advisors:
a Company
b External
c Times to meet, involvement
14 Patents:
a Identify patents
b If patent exist, a draft of agreement to use others.
15 Alliances / partnerships:
a Identify partners
b International / expansion agreements
c Franchise (?)

Financial Plan:

16)

17)
18)
19)
20)

3 year pro-forma statements:

a. Income Statement (2014, 2015, 2016)
b. Balance Sheet (2014, 2015, 2016)
c. Cash flow (2014, 2015, 2016)
* First year: MONTHLY BASIS
Ratio analysis (12 ratios)
Break even analysis
Sources of financing: Essay explaining statements, assumptions & sale
Forecast (How will you raise the funds? Bank? Equity? Creative sources?)
Exit strategy: sell, grow, IPO, etc.

Criteria: All the papers will be reviewed based on the following:

1 Email paper & slides. Paper should include cover page (include student name), table of
contents, references and slides. (Please NO loose pages)
2

Grading Criteria:

Grade A: Covered and described all sections, extensive research (3-4 articles), realistic
information presented.
Grade B: Missed or have 3-4 required sections incomplete/incorrect
Grade C: Missed or have 5 or more required sections incomplete/incorrect
Grade D and below: Not turned in paper