Entrepreneurship Business Plan CEO: _________________________ CMM: ________________________

2018 CFO: _________________________ COO: ________________________

Company Name: ____________________________ Product or service: __________________________________ Total Points: ___________

Grading Rubric for Business Plan

Grading Criteria Excellent Good Fair Inadequate

Business Plan Format Guidelines
 Business Letter on Logo design
paper
 Cover page
 Table of Contents
Executive Summary
 The market and customer base
 Marketing and sales
 Competition
 Business operations
 Financial estimates
Product or Service Plan
Management Team Plan
 Key executives & their
skills/experience
 Benefit of each executive to
company
 Explain how team is
positioned/qualified
to operate the business
 External management resources
 Human resource needs
Industry
 Industry trends
 Major players in the industry
 Summary of the businesses place
within the industry
4 points
Summary generated
excitement, was brief,
provided an overview of the
business, and outlined main
points.
Description of the product or
service and its unique features
was highly effective and
detailed.
Member(s) of management
team were identified, and
their qualifications and
experiences described in a way
that led credibility to the
business.
Analysis identified and
described target consumer
and competitors, as well as
industry and/or product
outlook. Characteristics of a
3 points 2 points
Summary was brief, Summary was brief,
provided an overview of provided an overview of
the business, and the business, and outlined
outlined main points. some main points.
Description of the Description of product or
product or service and service and features were
its unique features was provided, but without
effective and detailed. sufficient detail.
Member(s) of Member(s) of
management team management team were
were identified, and identified, and some their
their qualifications and qualifications and
experiences described. experiences listed, but not
described.
Analysis identified and Analysis identified target
described target consumer and
consumer and competitors.
competitors. Characteristics of a
Characteristics of a desirable business
1 point
Summary was brief and
provided only an overview of
the business OR an outline of
main points.
Description of product or
service was provided, but
unique features were not.
Members of management
team were identified, but
their qualifications and
experiences were not
included.
Analysis failed to provide at
least one aspect of required
information.

cmehl Intro to Business

Entrepreneurship Business Plan
2018
Market Analysis
 Demographic characteristics of
market
 Geographic location
 Identify the need for the
product/service
 Strategies to appeal to market
Operational Plan
 Businesses physical location
 Facilities and equipment
 Inventory requirements and
suppliers
 Manufacturing process
Organizational Plan
 Type of Organization
 Legal description
 Philosophies
 Policies.
Marketing Plan
 Sales strategy
 Pricing plan
 Proposed advertising
 Promotion activities
 Product or service’s benefit
Financial Plan
Startup capital requirement
Might include the following as
applicable:
 Legal & Administrative expenses
 Cash, inventory & other assets
 Short term liabilities
 Long term liabilities
 Owner’s Investment
 Debt requirement
CEO: _________________________
CFO: _________________________
desirable business location
were also identified.
Section contained detailed
information regarding all
requested information.
Legal description
corresponded with lesson on
entrepreneurship.
Philosophies and policies were
well thought out and
described in detail.
Organization
Desired company and/or
product image was described.
Advertisement methods were
described and appropriate for
product.
Possible financing sources
were identified and business
financial outlook was
described in detail.
CMM: ________________________
COO: ________________________
desirable business location were also
location were also identified.
identified.
Section contained Section contained Section contained information
information regarding information regarding at regarding less than three
at least four aspects of least three aspects of aspects of requested
requested information, requested information, information, with little or no
with some degree of with some degree of detail.
detail. detail.
Legal description Legal description Section failed to identify at
corresponded with presented didn’t least one aspect of required
lesson on correspond with lesson on information.
entrepreneurship. entrepreneurship and/or
Philosophies and philosophies and policies
policies were well were presented but
thought out and lacked thought or detail.
presented.
Desired image was Some advertisement Advertisement methods
described. Some methods were described provided weren’t described
advertisement methods and appropriate for and/or were inappropriate for
were described and product. Desired image product. Image wasn’t
appropriate for product. was not discussed. discussed.
Possible financing Possible financing sources Section failed to identify at
sources were identified were identified and least one aspect of required
and business financial business financial outlook information.
outlook was described. was mentioned.
cmehl Intro to Business
Entrepreneurship Business Plan CEO: _________________________
2018 CFO: _________________________
Growth Plan Business plan outlined
practical, yet ambitious, plans
for expansion.
Detail Plan was presented in great
detail and it was consistently
obvious there was great
thought behind it.
Professionalism Plan was presented in
paragraph format and had no
spelling or grammatical errors.
Effectiveness Plan was highly effective in
describing the business and its
operations, as well as eliciting
support.
Comments/Notes:
CMM: ________________________
COO: ________________________
Business plan outlined Expansion plans were Business plan didn’t
practical plans for outlined, but not very adequately describe plans for
expansion. practical or well thought expansion.
out.
Plan was generally Business plan was Business plan was somewhat
presented in great presented in some detail lacking in detail and seemed
detail and appeared to with some thought behind to lack much thought behind
have great thought it. it.
behind it.
Plan was presented in Plan was presented in Plan wasn’t presented in
paragraph format and sentence format and had sentence format and/or had
had few spelling or few spelling or many spelling or grammatical
grammatical errors. grammatical errors. errors.
Plan was effective in Plan described the Plan lacked overall
describing the business business and its effectiveness, as it failed to
and its operations, as operations, but didn’t describe business or garner
well as garnering some garner much support. support.
support.
cmehl Intro to Business