Business Plan

[Click here and type your business name]

[Click here and type the date]

[Click here and type the people on the management team]

This document is confidential.

 Table of Contents

Table of Contents...........................................................................................................2
Business Concept..........................................................................................................3
Business Goals...............................................................................................................4
A. Vision and Mission Statement.........................................................................4
B. Objectives...............................................................................................................4
C. Objectives and Key Result Area......................................................................4
Management Team.......................................................................................................5
A. Organizational Chart...........................................................................................5
B. Duties and Resposibilities.................................................................................5
Products and/or Services............................................................................................6
Target Customers..........................................................................................................7
Appendices......................................................................................................................8

2
 Business Concept

What does your business do?

Who were the founders of the business?
What were the important milestones in the development of the
business?

3
 Business Goals

A. Vision and Mission Statement

The vision/mission statements are clear summaries of where the

business is headed. It describes what the business produces, who
products are produced for, and unique business characteristics. It will
reflect the values of the management team and the type of business
culture you are trying to create.

B. Objectives
1. S
2. M
3. A
4. R
5. T

C. Objectives and Key Result Area

Objectives Key Results Area

1. 1a.
1b.
1c.
2. 2a.
2b.
2c.
3. 3a.
3b.
3c.

*(add more if needed)

4
 Management Team
The material in this section is an introduction to the Organization.

A. Organizational Chart

Name
Position

Name Name Name

Position Position Position

B. Duties and Resposibilities

Position Duties and Responsibilities

Products and/or Services

5
Describe in depth your products or services (technical specifications,
drawings, photos, and sales brochures belong in Appendices).
What factors will give you competitive advantages or disadvantages?
Examples include level of quality or unique or proprietary features.
What are the pricing, fee, or leasing structures of your products or
services?

Features and Benefits

List all of your major products or services.

For each product or service:
 Describe the most important features. What is special about it?

 Describe the benefits. That is, what will the product do for the
customer?

Note the difference between features and benefits, and think about
them. For example, a house that gives shelter and lasts a long time is
made with certain materials and to a certain design; those are its
features. Its benefits include pride of ownership, financial security,
providing for the family, and inclusion in a neighborhood. You build
features into your product so that you can sell the benefits.
What after-sale services will you give? Some examples are delivery,
warranty, service contracts, support, follow-up, and refund policy.

6
 Target Customers

Identify your targeted customers, their characteristics, and their

geographic locations, otherwise known as their demographics.
The description will be completely different depending on whether you
plan to sell to other businesses or directly to consumers. If you sell a
consumer product, but sell it through a channel of distributors,
wholesalers, and retailers, you must carefully analyze both the end
consumer and the middleman businesses to which you sell.
You may have more than one customer group. Identify the most
important groups. Then, for each customer group, construct what is
called a demographic profile:
 Age

 Gender

 Location

 Income level

 Social class and occupation

 Education

 Other (specific to your industry)

7
Appendices