SECTION 1: Executive Summary
- Describe the company’s mission.
- Describe the product and/or service offerings of the company.
- Provide a summary of the target market’s demographics.
- Summarize the industry competition and how the company intends to capture a portion of the available market.
- Provide a summary of the operational plan, including inventory, office and labor requirements, and equipment requirements.
SECTION 2: Market Analysis/Marketing Plan
- Define your target market’s needs and geographic location.
- Describe the market’s size, the units of the company’s products that potential customers may purchase, and the market changes that may occur as a result of overall economic changes.
- Describe the products and services that the company will sell, as well as its unique selling proposition.
- List the various advertising platforms that the company intends to use to get its message to customers.
- Describe how the company intends to price its products so that it can make a profit.
- Provide information on how the company’s product will be distributed to the target market, as well as the shipping method.
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SECTION 3: Competitive Analysis
- Provide an overview of the estimated sales volume in comparison to what the competitors sell.
- Provide a strategy for how the company intends to compete with existing competitors in order to gain and maintain market share.
SECTION 4: Operational Plan
- Describes the business’s location, including office and warehouse equipment.
- Provides a list of raw material requirements, how they will be sourced, and the primary suppliers who will provide the necessary inputs.
- Describes the company’s labor requirements. Outline the number of employees required by the company, their roles, required skill training, and employee tenures.
- Describes the manufacturing process as well as the time required to produce one unit of the product.
- Describes the equipment and machinery required, as well as whether the company will lease or purchase the equipment and machinery, as well as the associated costs that the company anticipates incurring.
SECTION 5: Management Plan
- Define the company’s organizational structure.
- List the company’s owners and their ownership percentages.
- List the key executives, their positions, and their pay.
- List any professionals the company intends to hire, as well as how they will be compensated.
Include a list of the advisory board members, if one is available.
SECTION 6: FINANCIAL PLAN
- Describes the company’s financial projections, including the projected income statement, projected cash flow statement, and balance sheet projection.
SECTION 7: Appendices/Exhibits
- Lease quotes for buildings and machinery
- Plan for a proposed office and warehouse
- Market research and a summary of the targeted market Owners’ credit information
Products and services are listed in alphabetical order.
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