• Front page
  • Table of contents
  • Executive summary
    • Business fundamentals
      • What is the product
      • Who is the customer
      • Who is the owner
      • What is the industry
      • What is the future
  • Company description
    • Soft aspects
      • Mission statement
      • Company goals
      • Business philosophy
    • Target market (brief)
    • Industry
      • Overview
      • Projected growth
      • Projected change
    • Company strengths
    • Personal expertise and skills
    • Legal form of ownership
  • Products (services)
    • Description of product from your point of view
    • Competitive advantages
    • Competitive disadvantages
    • Pricing
  • Marketing plan
    • Market research
      • Primary research
      • Secondary research
    • Economics
      • Industry size
      • Industry trends
      • Projected market share
      • Current demand in market
      • Barriers of entry
      • Changes in technology
      • Changes in regulation
      • Changes in economy
      • Changes in industry
    • Products
      • Described from customer’s point of view
      • Important features
      • Important benefits
    • Customers
      • Target market’s demograpic characteristics
      • Psychological characteristics
      • Behavioural characteristics
      • Geographical characteristics
    • Competition
      • Major competitors
      • Indirecto competitors
      • Competitive analysis
    • Promotion
      • Advertising methods, frequency, and reasoning
      • Defined image to spread to customers
      • Sales promotions
      • Budget
    • Pricing
      • High-end vs. economic pricing
      • Credit policies
    • Distribution
      • Retail
      • Direct
      • Wholesale
      • Agents and independent reps
      • Bidding on contracts
    • Sales Forecasts
      • Sensitivity analysis
  • Operational plan
    • Production
      • Production techniques
      • Quality control methods
      • Customer service
      • Inventory control
      • Product development
    • Location
      • Physical requirements
      • Utilities requirements
      • Access and required proximity
      • Cost
      • Business hours
    • Legal environment
      • Licensing and bonding requirements
      • Permits
      • Health, safety, environmental regulations
      • Industry-specific regulations
      • Zoning requirements
      • Insurance coverage
      • Intellectual property
    • Personnel
      • Number of employees
      • Required skills
      • Pay structure
      • Recruitment plan
      • Training process
      • Autority structure
      • Job descriptions
    • Inventory
      • Average value in stock
      • Projected rate of turnover
      • Seasonal buildups
      • Lead-time for ordering
    • Suppliers
      • Key suppliers identified
      • Backup suppliers
      • Plan for shortages and overstocks
      • Plan for price fluctuations
    • Credit policies
      • Use of credit
      • Collection plan
      • Cost to offer credit
      • Credit terms
  • Management & organization
    • Who will manage on a daily basis
    • Experience brought to company
    • Special competencies required
    • Plan for loss of talent
    • Description of key employees
    • Professional support needed (accountants, lawyers…etc)
  • Startup expenses and capitalization
  • Financial plan
    • 12-month sales forecast
    • 12-month profit and loss forecast
    • 12-mont projected cas flow
    • 4-year profit protection plan
    • Opening day balance sheet
    • Breakeven analysis
  • Appendix
    • Brochures and advertising materials
    • Industry studies
    • Blueprints and plans
    • Maps, photos of location
    • Articles
    • Detailed lists of equipment
    • Copies of leases
    • Copies of contracts
    • Letters of support from customers
    • Market research studies
    • Assets available for collateral