Business Plan Template - Free Business Books PDF

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Business Plan Template - Free Business Books PDF

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Business Plan Template
Complete Fill in the Blanks Sample Business Plan Proposal (With MS Word Version and Excel Spreadsheets) By BizMove Management Training Institute
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Table of Contents 1. Complete Fill In The Blanks Business Plan Template 2. Business Plan Sample 3. How to Develop a Results Driven Business Plan 4. How to Attract Investors
1. Complete Fill In The Blanks Business Plan Template
Here's your sample Title Page. It's a great idea to put a color picture of your product right on the front. But leave room for the following information. [Your Company Name] Month, 20xx [month and year issued] Business Plan Copy Number [x] This document is confidential. It is not for re-distribution. [Name of point man in financing] [Title] [Address] [City, State ZIP] [Phone] [e-mail]

[company home page URL] This is a business plan. It does not imply an offering of Securities.
Table of Contents Here's a sample Table of Contents. Be sure to modify the page numbers when you‫ם‬ve finished your Business Plan. Executive Summary 1-1 Mission 2-1 Company Overview 3-1 Legal Business Description 3-2 Strategic Alliances 3-3 Product 4-1 Current Product 4-2 Research and Development 4-3 Production and Delivery 4-4 The Market 5-1 Market Definition 5-2 Customer Profile 5-3 Marketing Plan 5-4 Sales Strategy 5-5 Distribution Channels 5-6 Advertising, Promotion, PR 5-7 Competition 6-1 Risk/Opportunity 7-1 Management Team 8-1 Capital Requirements 9-1 Exit/Payback Strategy 9-2 Financial Plan 10-1 Assumptions 10-2 Financial Statements 10-3 Conclusion 10-4

Exhibits 11-1
Executive Summary
If the executive summary doesn’t succeed, your business plan will never sell investors. We recommend that you write the summary first and use it as a template for the plan as a whole. Since one of its primary functions is to capture the investor’s attention, the summary should be no longer than two pages. The shorter the better.
Mission
Our company's mission is to [describe your ultimate goal, or insert your mission statement].
Company
[The Company] was founded in [date] and [describe what your business does, such as baby products manufacturer, distributor of pencils, provider of medical services]. It is a [legal form of your company, such as LLC, S-Corporation, CCorporation, Partnership, Proprietorship]. Our principal offices are located at [x].
Business
We make [describe product, or service that you make or provide].
Our company is at the [seed, start-up, growth] stage of business, having just [developed our first product, hired our first salesman, booked our first national order].
In the most recent [period], our company achieved sales of [x], and showed a [profit, loss, break-even]. With the financing contemplated herein, our company expected to achieve [x] in sales and [x] in pretax profits in 19[xx] and achieve [x] in sales and [x] in pretax profits in 19[xx+1]. We can achieve this because the funds will allow us to [describe what you will do with the funds, such as a) marketing for your new product, b) build or expand facilities to meet increased demand, c) add retail locations or others means of distribution, d) increase research and development for new products or to improve existing ones.
Product or Service
Tell us about your product or service in terms we can understand.
[The company] produces the following products; [list products here briefly, in order of highest sales or significance in product line].
Alternatively, [The company] delivers the following services; [list services here briefly, in order of highest sales or significance in product line].
Presently, our [product or service] is in the [introductory, growth, maturity] stage. We plan to follow this [product or service] with extensions to our line which include [x,y,and z].

Critical factors in the [production of our product, or delivery of our service are [x, and y]. Our [product or service] is unique because [x,y,or z] and/or we have an advantage in the marketplace because of our [patent, speed to market, brand name].
The Market
We define our market as [manufacture and sale of writing and drawing instruments, low fat cheese, oral care products]. This market was approximately [$x] at [wholesale or retail] last [period available], according to [site resource], and is expected to grow to [$x] by the year [x], according to [site resource].
Who are your customers? Where are they, and how do you reach them? Are they buying your product / service from someone else?
How will you educate customers to buy from you? Why will they care?
Competition
We compete directly with [name competition]. or We have no direct competition, but there are alternatives to our [product or service] in the marketplace. Our [product or service] is unique because of [x] and/or we have a competitive advantage because of our [speed to market, established brand name, low cost producer status].
Risk/Opportunity
The greatest risks we have in our business today are [market risk, pricing risk, product risk, management risk]. We feel we can overcome these risks because of [x].
The opportunities before us are significant; we have the opportunity to [dominate a niche in the marketplace, become a major force in the industry] if we can [x].
Management Team
Our team has the following members to achieve our plan. [x] men and women who have a combined [x] years of experience; [y] years in marketing, [y] years in product development, and [y] years in [other disciplines].
Capital Requirements
We seek [$] of additional [equity, sub-debt, or senior financing] which will enable us to [describe why you need the funds, and why the opportunity is exciting]. We can provide and exit for this [loan, investment] within [x] years by [a dividend of excess profits, recapitalizations, sale of company, or public offering].
Financial Plan
At this point the investor must have a clear idea of where your business stands today. If you bore him or make the information he needs hard to find,

you get canned. You must provide a snapshot, however sparse, of your financial position.
Sales Summary
At this point the investor must have a clear idea of where your business stands today. If you bore him or make the information he needs hard to find, you get canned. You must provide a snapshot, however sparse, of your financial position.
Last Year / This Year / Next Year / Year Two
Sales:
Gross profit:
Pre-tax:
Balance Sheet Summary
Assets:
Liabilities:
Book Value:
In [x] years we will provide an exit, which we expect to be in the form of [sale to a competitor, initial public offering, distribution of profits] or perhaps [z]. We expect to be able to achieve this in [b months / years].
Mission
No one understands a successful company's mission like entrepreneurs who have built successful companies themselves. See Money Hunter’s Mentors at http://www.moneyhunter.com/htm/mentor/mentors.htm.
Mission Statement
Our goal is to become [describe your ultimate goal, or insert your mission statement; example; the leading manufacturer and marketer of branded in-line skate replacement wheels or the first name in low fat cheese].
We aspire to carry a reputation in the marketplace for developing and delivering [time saving, better-way products sold at a fair price for uses in the {x} market]. We can achieve this by [cutting edge product development, close understanding of market trends and needs, innovative and profitable merchandising and packaging].
To accomplish our goal, [your company name] needs [capital, management talent, larger, more efficient facilities].
In pursuit of our goal, we resolve to treat stakeholders, customers, and the community with [description of the reputation your company seeks]. These groups see our company as providing [describe benefits to each group of being associated with your company].

The Company
[The Company] was founded in [date] and [describe what your business does, such as baby products manufacturer, distributor of pencils, provider of medical services]. The legal name of the business is [x]. Include dba in the legal name.
It is a [legal form of your company, such as LLC, S-Corporation, CCorporation, Partnership, Proprietorship]. Our principal offices are located at [list primary address as well as any other facilities]. We have approximately [x] square feet of office space and [x] square feet of [factory or warehouse]. Our current capacity is [x] units per month. If we exceed [x] units per month, we will need additional space. We expect this facility to be adequate for the company's needs for [two years, a year, a week] after funding.
Regulations and permits- cut now if inappropriate.
[Your Company Name] operates in the [toxic waste, weapons and armaments, genetic engineering, explosives] industry, or [uses controlled substances in the manufacturing process or delivery of service], and falls under the jurisdiction of the [name government agency].
[Your Company Name] has all necessary permits to operate, and has an upto-date record of inspections. These permits include; [list briefly here]. These agencies regulate our business in the following manner; [we must document and account for uses and disposal of all toxic materials or we must document and background check all employees with access to the launch codes for our missiles].
Strategic Alliances
The leverage from relationships can be appealing to investors. Explain how you work with others to improve your performance.
[Your Company Name] has developed important and profitable strategic alliances with the following larger, more established business; [describe each company, it's position in the marketplace, the details of the alliance, and what risks are involved in the alliance]. For example, we have developed marketing agreements with [x], the [market leader in gummed erasers] which will enable us to sell, along side them, our [extra messy children's pencils].
The side by side positioning at retail, as well as the ability to share wholesale sales leads with their established customer base can help us penetrate the market more quickly.
The risk in the relationship is that they may [decide to sell pencils themselves] and cut us out of the process.
Another type of strategic relationship that benefits the company is our development joint venture with [x]. We would never be able to fund the research of the new [low fat Swiss cheese that melts smoothly], but with access to their prior research in [smooth melting cheddar] we cut our development time in half. By using some of their [equipment, or people] who we not being utilized fully, we were able to avoid the expense of [major capital

expenditures, additions to the payroll]. We have agreed to pay a royalty of [x] to this development partner for their role in this products ultimate success.
We have a strategic relationship with a number of suppliers. In exchange for a blanket commitment to purchase [more than 80% of our supply of a specific raw material from them], they have agreed to [not make it available to the market at large for six months, or to give us a preferential price].
[Your Company Name] also has strategic Original Equipment Manufacturer relationships with a number of customers. This allows us to sell a large and steady volume of [in-line skate wheels] to [boot manufacturers, who use them to sell complete skate sets]. This gets many units of our product out in to the marketplace, however, it provides little or no brand awareness for us.
The Business
[Your Company Name] is a [manufacturer, distributor, marketer, service provider] of [describe your product or service].
Our company is at the [seed, start-up, growth] stage of business, having just [developed our first product, hired our first salesman, booked our first national order].
Product or Service
Explain how your product works or how the service is used. What burning marketplace needs are addressed by your product? What value do you add to the product?
The Mentors also have a wealth of experience when it comes to positioning their products. See http://www.moneyhunter.com/htm/mentor/mentors.htm.
[The company] produces the following products; [list products here, in order of highest sales or significance in product line]. Be sure to refer readers to product pictures, diagrams, patents, and other descriptive material.
Or, Alternatively
[The company] delivers the following services; [list services here briefly, in order of highest sales or significance in product line].
Be sure to refer readers to brochures and material describing your service.
Presently, our [product or service] is in the [introductory, growth, maturity] stage. We first developed our [product or service] in 19[xx] and have made [x] improvements and redesigns since then. Provide a history of product developments, introductions, and improvements leading up to the present day. Table form may be appropriate.
Unique features or proprietary aspects of Product
This is a crucial paragraph. Investors must see something unique, proprietary, or protected about your product or service.

Our products are unique because of [of secret ingredient, our patented process, our proprietary manufacturing process].
Others in the market are able to provide somewhat similar [products or services], but we are able to differentiate ourselves in the market because of [x].
We have [applied, been granted, licensed] a patent for [x], an abstract of which can be found in appendix [x]. We have integrated this into our process which others will not be able to duplicate. Our lead product, [x] addresses the following customer needs [x] and delivers [x] benefits to customers.
Tell us about the unique value-added characteristics your product line or process provides to customers and how these characteristics translate into a competitive advantage for your company.
Research and Development
Our research and development is headed by [name of person or contractor] whose major objective is to use market input to [develop products that solve problems or provide superior benefits to customers]. Last [period], our R&D yielded the following products and innovations; [list products or innovations]. [Your Company name] has spent [% of revenues, or absolute $] in the past year in R&D, and plans to spend [% or $] in the next [period].
Our R&D occasionally yields innovation without input from customers or the marketplace. Our product selection criteria in this case is as follows; [relatively low investment requirements, positive return on investment, fit with present strategy, feasibilty of development and production, relatively low risk, time to see intended results, buyer in common]. Our R&D will require additional resources in the future. These will include [people, capital expenditures] to [speed up development process, test results more efficiently].
New and Follow-on Products
Responding to market needs, we plan to follow [product or service] with extensions to our line which include [x,y,and z].
Our target introduction dates for these products are [x,y,and z], which corresponds with [a major trade show, industry event]. In addition, we plan to introduce the following new products in the upcoming season; [x,y,and z].
Production
Our [product, service] is [manufactured in house, assembled in house from components from various vendors, (service) provided by our staff, or subcontracted to field consultants]. [Raw materials, sub-assemblies, components] used in our products are readily available from a variety of manufacturers who can meet our quality standards.
Critical factors in the [production of our product, or delivery of our service are [x, and y].

Enumerate and explain capital equipment, material, and labor requirements. Are the above items readily available? Do you have multiple supply sources? List inventory requirements, quality and technical specifications, hazardous materials
Uniqueness
Our [product or service] is unique because [x,y,or z] and/or we have an advantage in the marketplace because of our [patent, speed to market, brand name].
The Market
Sad fact: this is the most crucial but worst-prepared section of most business plans.
Market Definition
What markets are you competing in? If you make glove-compartment hinges, don't gush about the $80 billion automobile market. You make hinges -- not cars -- for that market, so tell us how many hinges were sold last year. Are there other markets where you sell your products?
For specific information on understanding your market, see How to Hunt, http://www.moneyhunter.com/htm/hunt.htm.
We [expect to compete, are competing] in the [define niche] of the [define industry]. This market was approximately [$x] at [wholesale or retail] last [period available], according to [site resource]. We believe, the major future trend in the industry will be toward [environmentally oriented, miniaturized, high quality, value oriented] product offerings.
Market research [cite source] suggests this market will [grow/shrink] to [$x] by the year [19xx]. We expect the niche in which we compete to [grow,shrink, remain stagnant] during this time. The major forces affecting this change will be [falling cost of computers, explosion of home based businesses, tendency for baby boomers to have less kids- and pamper their pets]. The area of greatest growth within the industry will be [x].
Identify where you got this information, and how up to date it is.
Market Segment
We define our market segment as [the writing and drawing instrument segment of the school/home/office products industry, the low fat dairy products segment of the food industry]. This segment has been [volatile, steady] in the last few years. Industry experts [name them] forecast [x] for the industry in the next few years.
The major market segments [segment a, segment b, segment c]. List, in general, the types of customers you are likely to reach (retailers, electrical contractors, catalog buyers, etc.)] The [a] segment of the market is based on [product type] that retail in the [x to y] price range. Most of the sales in the

segment are delivered through the [catalogs, retailers, manufacturers reps, OEM's].
A typical customer for our product is a person who current may use [alternative product or service] for [what purpose]. They are motivated to buy our product because of [its value, its quality, its usefulness]. We know this from [customer responses, trade show input, ad inquiries] and feel our customers perceive our products as [good value, superior performance, great taste].
Our product, does, however, have the following weaknesses; [higher price point than most other cheeses, weak brand identity in a commodity market]. We are working to position our product as [x] in order to reduce this vulnerability.
Marketing
Our marketing plan is based on the following fundamentals;
We expect to penetrate the [x] segment of the market[s] and achieve this by using the [retail, mail order, multi-level marketing, internet] as our primary distribution channel[s]. In time, we plan to capture [%] share of the market.
Position
We will position our product as [good value for price, top quality, cheap and fun], which is a position not presently being addressed by the competition. One demographic group in particular, the [elderly, hispanic, generationX, techies] has a particular need for this product, and we tailor our positioning accordingly.
Pricing
Our pricing strategy is [describe policy or, at least philosophy]. Is this pricing based on cost? Gross margin objectives? Market?
We arrive at our pricing based on [cost, gross margin objectives, market prices, perceived value].
We review this pricing [monthly, quarterly, annually] to ensure that potential profits are not squandered. Customers seem willing to pay as much as [x] because of [explain reasoning].
Distribution channels
The distribution channels we use for our product are [wholesalers, cataloguers, mass merchant retailers, consolidators]. These make sense for delivering our product to the end user because [customer profile, geography, seasonal swings]. The competition uses the [[wholesalers, cataloguers, mass merchant retailers, consolidators] channel. Our channel will prove more advantageous because [x].
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