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1、BUSINESS PLAN TEMPLATEBUSINESS PLANMy Company123 Main StreetAnytown, USA 10000123-4567Your NameDATE1TABLE OF CONTENTSExecutive Summary Management 2Company History 4Product/Service Description 6Objectives 8Competitors 10Competitive Advantages 11Innovation 13Pricing 14Specific Markets 15Growth Strateg

2、y 16Market Size and Share 17Targeting New Markets 18Location 19Manufacturing Plan 19Research & Development 20Historical Financial Data 21Proforma Financial Data 22Proforma Balance Sheet 25Cost Control 26Effects of Loan or Investment 27Attachments 27Executive SummaryMy Company was formed as a proprie

3、torship, partnership, corporation in Month. Year in City,State, by Joh n Doe in resp onse to the follow ing market con diti ons:Startup, growth opportunities exist in Product/Service.The need for use of efficient distribution and financial methods in these overlooked markets.I/We have several custom

4、ers who are willi ng to place large orders,co ntracts within the n ext three mon ths.Several other prospective customers/clie nts have expressed serious in terest in doing bus in ess with in six mon ths.I/We previously owned a compa ny that was active in the widget markets.Over the past few years Is

5、pe nt much time study ing ways to improve overall performa nee and in crease profits.This pla n is aresult of that study.The basic comp onents of this pla n are:1. Competitive pric ing2. Expa nd the markets3. In creased advertis ing4. Lower our un it costs,5. Thereby achiev ing higher profits.1. Sig

6、n con tracts2. In creased advertis ing3. In crease office staffTo this end, I/we n eed in vestme nt from private in dividuals an d/or compa ni es. being raised which will be used to finance working capital, plant and equipment.A total of $XXX isThe compa ny will bein corporated and com mon stock iss

7、ued to in vestors.The compa ny will be run as a proprietorship,partnership, corporation.Finan cial GoalsSalesNet In comeEarnings per shareYear 1Year 2Year 3$1,000,000$1,400,000$1,600,000$25,000$250,000$375,000.01.12.14Man ageme ntNameTitleExperie neeSales growth from zero to $1,000,000 in five years

8、.Led market in market share - 30%.Formulated advertis ing budgets & campaig ns.Pioneered new distribution channels.Established n ati onal sales force.Established n ati onal repair & service cen ters.Brought new and inno vative products to the market.Desig ned poin t-of-purchase materials.Educati onU

9、n iversity of Bost onBosto n, MAB.A. - Computer Scie ncesShort BiographiesPreside ntJoh n Q. Doe, Chief Executive Officer, and Director since February 1988 and Preside nt since Jan uary 1990. Mr. Doe was the foun der and Chief Executive Officer of the orig inal operati ng compa ny known as Random Ex

10、cess, Inc. He has had experience in the widget field with his own firm, John Doe Co., of Oshkosh (Wisco nsin), from 1980 to 1987.This firm was sold to FatCat Widgets, I nc.in1987. Mr. Doe has held a sales position with U S West Inc.since the n. Mr. Doe graduatedfrom the Un iversity of Colorado in 19

11、81 with a bachelordegrefeia philosophy. Mr. Doe isemployed by the Compa ny on a full-time basis.Chief Financial OfficerRichard Roe, CPA, Chief Financial Officer, Treasurer and Director.Mr. Roe joined Random Excess,Inc. in December 1988 as a corporate controller and was named Chief Financial Officer

12、in July 1989.Mr. Roe was appointed Treasurer and a Director in July 1990.He served as corporate controller ofXYZ Lumber Company from August 1981 to December 1988.Mr. Roe graduated from MetropolitanState College in Denver, Colorado in 1976 with a bachelors degree in accountingS. ince 1979 hehas been

13、licensed as a Certified Public Accountant in the State of Colorado and is a member of the American Institute of Certified Public Accountants.Mr. Roe is employed by the Company on afull-time basis.Vice Presidents salesJoe Dokes, Secretary, Executive Vice President and Director. Mr. Dokes supervises t

14、he company and implementations to its largest corporate customers, including US West, Great West Life Insurance, etc. Mr. Dokes has served as Secretary and a Director since February 1988, Vice President of Operations from February 1988 to December 1988, President of the Company from December 1988 to

15、 January 1990 and Vice President of Contract Sales since January 1990. He has been involved since 1986 with the private company originally formed as Random Excess, Inc., where his duties included managing the purchasing and sales department. From November 1984 to May 1986 he managed the sales depart

16、ment at Integrated Management Systems, Inc. From June 1983 to October 1984 he was a buyer for Adams County, Colorado, School District 50. Mr. Dokes attended Oklahoma State University in 1980 and 1981 and Trinidad State College in Trinidad, Colorado in 1981 and 1982.He did not receive a degree from e

17、itheruniversity. Mr. Dokes is employed by the Company on a full-time basis.Vice PresidentSally Seaugh Vice President of Marketing.Ms. Seaugh has been the Company s Vice President ofMarketing since November 1988.From September 1986 to October 1988 she was involved inbusiness development and marketing

18、 for United Bank of Aurora (Colorado).From February 1980 toAugust 1986 she was self-employed as an independent oil and gas landman.Ms. Seaughgraduated from the Unive rsity of Denver in 1974 with a bachelor s degree in EducatioSnh.e isemployed by the Company on a full-time basis.ResponsibilitiesJohn

19、Q. Doe, Chief Executive Officer - Responsible for entire operation.Oversees managementfunction and all other executives.Salary - $60,000.Richard Roe, CPA, Chief Financial Officer - Responsible for financial operations, accounts payable, accounts receivable, interaction with auditors, investor relati

20、ons.Salary - $40,000Joe Dokes, Executive Vice President - Responsible primarily for sales and sales support.Salary - $35,000Sally Seaugh Vice President of Marketing.Responsible for marketing, human resources and training.Salary - $30,000.Total Executive Compensation$165,000.This Page is for an Organ

21、ization Chart, if applicable.Compa ny HistoryIn Mon th, Year I/we formed a Product/Service compa ny that man ufactured start-of-the-art complex widgetry.This compa ny was located in City, State.I/we formed this compa ny as a proprietorship,part nership, corporati on.Others in volved in this bus in e

22、ss were: n ames.The main goal of this compa ny was to explai n.Financing was arranged through home equity loans, savings, venture capital, friends and family, etc. Explain terms, rates and ability to repay.This ven ture was very successful in gen erat ing and in creas ing sales, but was not effectiv

23、e in achievi ng profitability. The main reas on for this was the amount of actual overhead experie need. This overhead was not in itially an ticipated by me at the beg inning of that ven ture. Items in cludi ng credit check ing, warranty program management, extensive travel, maintaining warehouse st

24、ock and the management and expense of a national sales force were expenses not originally forecast or expected. With this level of overhead, it was mathematically impossible to achieve profitability.or：This venture was very successful in generating and increasing sales, as well as effective in achie

25、ving profitability. This was due to the following reasons:Reason 1Reason 2Reason 3OR:My Company was recently conceived and is still in the beginning stages.To this point the followinghas been accomplished:? A team consisting of list names and primary responsibility. (i.e John Doe - Marketing) has be

26、en formed.? A prospective customer/client list has been drawn up.? Strategy meetings are being held every Monday, Wednesday and Friday evenings.? This business plan has been drawn up.Now link the past to the future - why a former company will lead into this one or how your present company and histor

27、y will lead into any future plans.A short paragraph should suffice.We are now able to adequately address the markets we have targeted.We have adjusted our staff,redirected our advertising and sales force, and have added the products necessary to meet the needs and expectations of our du

28、ct/ServicejDescriptionMy Compa ny intends to offer product/service.This product/service offers our customers the bestpossible soluti on as it:?Offers the lowest price on the marketIs the most tech ni cally adva needOffers more useful featuresSaves them time and moneyOffers our users better value per

29、 dollar spe ntProvides an alter native way to achieve a similar task.?Provides a service which is not prese ntly available in this area.Is stre ngthe ned by a team with comb ined experie nee of XX years.Saves them time and moneyProvides an alter native, cost effective way for them to realize a simil

30、ar goal.We have a copyright, service mark, trademark or exclusive agency, marketing rights for this product/service. This age ncy will last un til XXX at which time it may be exte nded for XX years ortermin ated.This age ncy agreeme nt is can celable upon XX days writte n no tice.The product/service

31、 has a useful life of XX years.To distribute this product so that it rema ins usablefor our customers, we must use the follow ing methods of storage and tran sportati on:1.Overni ght delivery2.Cold storage3.In corporate preservatives4.Shipme nt with in two weeks to distributors.5.Specially padded bo

32、xcars.Eve n though the tech no logy used to create this product is n ew, we expect that others will be able to substa ntially reproduce our pate nted results withi n XX years.To rema in on the lead ing edge of thisproduct, we will need to devote approximately XX% of revenues toward research and deve

33、lopment. Also due to the fast changing nature of this industry, we will need to retrofit these machines within XX years at customer expense.Our manufacturing plan has considered this. If gen eral service to be offered is not obvious, such as carpet clea ning, sales rep, law n care,con sult ing, etc.

34、expla in what service is. Then give a detailed descripti on of your particular serviceand its uni que ness.Short Examples:1. Our carpet clea ning mach inery is state-of-the-art.2. Our con sult ing practice will address these specialized areas: list3. We will only rep these specific product lin es. l

35、istEven though at this time our expertise is unique in the marketplace, we expect advances to be made and competitors to arise and offer similar services.We will meet this challe nge by:1. Hiring staff specialized in these new areas.2. In crease our con ti nuing educati on and tra ining expe nse.3.

36、Addi ng compleme ntary lin es.4. Make regular in vestme nts in new equipme nt.ObjectivesToLong TermMy Compa ny believes very str on gly in tech ni cal, finan cial, bus in ess and moral excelle nee.secure a stable future for all those connected with My Company we have set the following long term goal

37、s:Prese nt market is estimated at $XXX.Our goal for market share is XX%.We want to be considered by our peers to be the market leader in sales as evideneed by:Trade in dustry awardsHigh end of scale in financial ratiosMajor market shareTechnical excellence (awards, honors, etc.) Community involvemen

38、t (Rotary, United Way, etc.)Short TermMarket share goals -1.First YearXX%2.Second YearXX%3.Third YearXX%4.Fourth YearXX%Decrease, Maintain costs through acquisition of new plant and equipment. Increase productivity by investing in employee training and education.1. Budget for complete computer train

39、ing for appropriate applications.2. Set up, Maintain employee benefit program for continuing college education.3. Budget for necessary seminars and/or continuing job-specific education.4. Maintain state-of-the-art accounting system for careful tracking.5. Monthly reports on financial status vis-a-vi

40、s the industry.6. Aggressive recruitment of the best technical staff in the industry.7. Support company involvement in various local and national charity events.CompetitorsNameAddressCity, StateStren gths:?Location - next door to supplier factory, on major artery, close to terminal, etc.? Pricing -

41、Low cost producer, known for aggressive pric ing policy.? Delivery - ships over ni ght to any where in the world.?Man ageme nt -Every one has an MBA from Harvard.Weak nesses?Service - takes more tha n 3 mon ths to receive spare parts.?Dedication - If it s sunny, they re on the golf course or ski slo

42、pe.? Machi nery - Slowly approachi ng obsolesce nee uni essreplaced within six mon ths.? Overhead - Spend lavishly on corporate dining room, limous ines and champag ne.Competitive Adva ntagesThe disti nctive competitive adva ntages which My Compa ny br ings to this market are:Experie nee in this mar

43、ket. l/we have XXX years of han ds-on experie nee in this in dustry.Sophistication in finance and distribution.This results in my being the low cost supplier in these pricesen sitive markets.The philosophy of My Compa ny is to price not just accord ing to our costs, but also accord ing to what the m

44、arket will pay.AsOur targeted mini mum gross profit marg in for a categorymust be XX%.By pric ing to the market, l/we will achieve higher sales and therefore in crease my buy ing power. the amou nts of my purchases in crease, my per un it costs of shipp ing decrease and l/we will achieve higher disc

45、ount levels from my suppliers. Through these economies of scale, many items currently on the market can be sold with lower prices, yet a higher net profit.Product pricing will include a range of quantity discounts as well as an early payment discount.Rather tha n being strictly regi on al, l/we will

46、 expa nd into the n ati onal market.To con trol foreig n excha nge risks, l/we will mon itor the markets and hedge accord in gly.l/we willalso use overseas bank accou nts.With those compa nies with which l/we have established a relati on ship or are known to be finan cially secure, l/we will work on

47、 a pre-pay basis.This allows me greater discou nts.A level and policy of Capitalization that will allow me to fully address the respective markets with comprehe nsive marketi ng and customer service pla ns.By keep ing my overhead low, l/we will be able to funnel my profits back into operati ons thus

48、 avoidi ng high debt ratios or lost sales opportu nities.A quarterly direct mail campaig n directed at both curre nt customers and prospective new customers con sisti ng of an in formative n ewsletter.A toll-free n ati onal 800 n umber will be used for customer orders and in quiries.l/we will pri nt

49、 complete four-color catalogs on a yearly basis.Price lists will be updated as n eeded.l/we intend to be aggressive in trade magaz ine advertis ing.Con siderati on will also be give n to atte nding trade shows arou nd the cou ntry.With this level of capitalizati on, should an un expected dow ntur n

50、occur, l/we will be able to con ti nue operati ons on a positive scale.Inno vati on.l/we have a history of inno vative ideas.List your most meanin gful ideas and any new ideas you have for the future.The disti nctive competitive adva ntages which My Compa ny br ings to this market are:Experie nee in

51、 this market.l/we have XX years of hands on experie nee in this in dustry.Sophisticati on in man ageme nt and finan ce.We are able to run an efficie nt and lea n structure, yet stillprovide quality service to our clie nts and customers.Because of the nature of this industry, we will be able to rent

52、office space in more moderately priced build in gs.As a uni que service compa ny, we will be able to keep our margi ns high, allow ing us to provide internal financing for growth possibilities.A level and policy of Capitalization that will allow me/us to fully address the respective markets with com

53、prehe nsive marketi ng and customer service pla ns.By keeping my overhead low, I/we will be able to funnel my profits back into operations thus avoiding high debt ratios or lost sales opportunities.Our initial marketing campaign will allow us to book a sufficient amount of business so that we can im

54、plement our telephone customer service support program.Inno vatio nl/we have a history of inno vative ideas.List your most meanin gful ideas and any new ideas you have for the future.SummaryThrough my,our leadership, I,we will be able to reduce overhead as a perce ntage of sales therebyin creas ing

55、the amou nt of profit to be reta ined in the bus in ess.Because of our pric ing policy, morepeople will purchase our mercha ndise thus in creas ing the size of the market and we will be in creas ing our market share. What My Compa ny proposes to use are just good solid bus in ess sen se, econo mies

56、of scale, and the use of efficie nt finan cial tech ni ques.This will allow us the followi ngopti ons:?in crease service?in crease advertis ing? reduce prices?in crease profits?in crease selecti onThrough my,our leadership, I,we will be able to reduce overhead as a perce ntage of sales therebyn creas ing the amou nt of profit to be retained in the bus in ess.What My Compa ny proposes to useare just good solid bus in ess sen se, econo m