My Business Plan

Company Name
Address
Contact information

I Business Overview
Description of the Business

Trends in the Industry

Keys to your success

Mission
 My Business Plan
Company Name
Address
Contact information

Objectives

Sources to help with the Business Overview section:

Example: British Columbia, Canada Gov – Small Business
http://www2.gov.bc.ca/gov/content/employment-business/business/small-business

Example: British Columbia, Canada Small Business Profile 2016

http://www2.gov.bc.ca/assets/gov/employment-business-and-economic-development/business-
management/small-business/sb_profile.pdf

Example: Entrepreneur.com https://www.entrepreneur.com/topic/business-ideas

II Company Summary
Ownership

Start up summary

Sources to help with the Company Summary section:

Example: UBC Small Business Accelerator – Business Models https://sba.ubc.ca/business-models

 My Business Plan
Company Name
Address
Contact information

III The Market

Products

Services

Market Analysis

Market Trends

Market Segment
 My Business Plan
Company Name
Address
Contact information

Competition

Sources to help with the Market section:

Example: Canadian Business Network – Guide to Market Research and Analysis

http://canadabusiness.ca/business-planning/market-research-and-statistics/conducting-market-
research/guide-to-market-research-and-analysis/

Example: UBC Small Business Accelerator – Competitive Analysis

https://sba.ubc.ca/guide/business-research-basics/competitive-analysis

IV Sales and Marketing Plan

Strategy and Implementation
 My Business Plan
Company Name
Address
Contact information

SWOT Analysis
Strengths Weakness

Opportunities Threats

Pricing - Competitive Edge

Sales Strategy and Forecast - Customers

Suppliers
Track our local competitor's prices and compare their prices to our supplier's prices.
Competitor Product Competitor pricing [Our] Pricing
 My Business Plan
Company Name
Address
Contact information

Marketing Plan

Sources to help with the Sales and Marketing section:

Example: UBC, Small Business Accelerator, Marketing https://sba.ubc.ca/business-basics/marketing

V Management Summary
Human Resources – Owner Operated / Hire people

Operations
Expense Cost
Rent
Utilities
Equipment
technology
Leasing - vehicle

Sources to help with the Market section:

Example: UBC, Small Business Accelerator, Management & Human Resources

https://sba.ubc.ca/learn-business-basics/management-hr

Example: UBC, Small Business Accelerator, E-Tools for Business Operations

https://sba.ubc.ca/business-basics/e-tools/e-tools-business-operations
 My Business Plan
Company Name
Address
Contact information

VI Action Plan
Timetable

VII Financial Plan

Financial Performance
Projected Break Even Analysis, / Profit and Loss / Cash Flow and Balance Sheet.
Budget Requirements
Expenses
Profit and Loss Analysis
Start up expenses
Projected Cash Flow
initial profit margins / cover estimated monthly expenses / inventory purchases
Balance Sheet
The balance sheet shows are estimated assets and liabilities.
Business Ratios
Comparison Ratios are taken from the Standard Industry

Resources:
Government of Canada - Business – Financial Data
http://www.ic.gc.ca/eic/site/pp-pp.nsf/eng/home