Create a Customized Business plan Gratis

This template was prepared by: Anthony Chelidonis, Anthony Chelidonis

Instructions

You need to know the following before you complete your business plan: 

  • the funding amount and repayment period
  • what your business will sell and for how much
  • the marketing strategy, eg online advertising and market analysis, eg competitors
  • who the management team is and how you will run your business as an operation
  • the projected business revenue for at least the first year of business
  • when you expect the business to break even

Business Plan

For:
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Date:
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Startup details:
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Is you startup already incorporated - e.g. LLC, LLP,LP?
The starup is:
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, a company incorporated in
under registration number
whose registered office is at
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Website:
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Email:
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Phone:
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Startup owner:
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The startup owner is:
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of
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1.
Executive summary
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_____ is a company , specialising in
within the
industry.
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2.
Management team
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_____
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Role:
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Experience:
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Education:
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Skills:
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Gaps:
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3.
Investors
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_____ has no investors.
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4.
Business overview
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The startup offers
Product:
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-
;
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Unique selling points:
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-
;
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5.
Objectives
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Short term (current year):
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-
;
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Medium term (next 1 – 2 years):
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-
;
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Long term (3 years and beyond):
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-
;
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6.
Target customers
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Target customers description:
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-
;
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How many potential customers do you estimate are in your target regions for this financial year?
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.
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What customer need or problem does your products address?
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-
;
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Explain your approach to pricing your products :
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;
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What research have you conducted to understand your market, including your industry, regions, customers, competitors?
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Surveys and questionnaires;
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Focus groups;
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Interviews;
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Desk or online research;
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Market testing;
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Trade fairs or exhibitions;
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Met with suppliers;
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Personal experience;
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Social media research;
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Mystery shopping competitors;
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We intend to use the following marketing techniques:
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- Online marketing;
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- Social marketing;
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- PR;
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- Direct mail;
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- Direct sales;
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- Phone selling;
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- Point-of-sale advertising;
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- Guerilla marketing;
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- Outdoor advertising;
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- Print advertising;
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- TV advertising;
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- Radio advertising;
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7.
Financial overview
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Financial Requirements:
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Total funding required:
+ In Words
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Investment Categories:
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Staff;
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Services;
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Licences;
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Equipment or machinery;
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Insurances;
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Goods;
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Premises;
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Types of staff required:
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;
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Types of service suppliers required:
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;
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Equipment or machinery required:
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;
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Licences required:
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;
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Insurance required:
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- Product liability;
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- Public liability;
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- Environmental liability;
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- Employers liability;
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- Professional indemnity;
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Expected repayment period:
.
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Expected Investment Return:
%.
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8.
Projected Profit and Loss
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How many years you want to project?
Year one
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Expected turnover in first year of trading:
+ In Words
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Expected Manufacturing Costs:
+ In Words
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Other Costs:
+ In Words
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Tax Rate:
%
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Expected profit in first year of trading:
+ In Words
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Competitors
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Location:
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Website:
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Average prices:
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Weaknesses:
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Strengths:
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9.
SWOT
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Your strengths:
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Your weaknesses:
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;
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Current or future opportunities:
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;
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Current or future threats:
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;
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