GUIDELINES FOR BUILDING A BUSINESS PLAN

(THIS IS ONLY A TEMPLATE. PLS DO NOT BLINDLY FOLLOW)

<..First page..>
Should contain: Title, Author, Date, Version and Pages

BUSINESS PLAN
COMPANY NAME

Author
&

Date
&
Pages

Versio
n

<..Second Page>
Table of Contents with respective page numbers

<.Third Page>
General Information:

What is your Company & why this proposal? (3-4 sentences)

History of Changes of business plan

Version No

Date of
Submission

Author

Remarks

The next pages shall have the following contents:

EXECUTIVE SUMMARY
(The executive summary should limit to 1.5 pages and it should contain the following
information. Exclude the headings while preparing the EC, Prepare them in paragraphs only.
You may write the executive summary preferably at the end of b -plan preparation)
The EC should address the following

Purpose of the Business Plan

Nature of the business
Brief outline of your product/ services (will offer)
Current location, legal status and owners of the company
Brief summary of markets and marketing plan
Brief Explanation of financial high lights and Capital Requirements
Mention how are you going to exit from the business (may be after 15-20 years) and the
tentative time of graduating (exiting) from the incubator facility

COMPANY BACKGROUND
(The background write- up should contain the following points. Exclude the points which are
not applicable)
Company Summary (4-5 sentences)
Vision, Mission, Goals & Objectives
Keys to success
Legal Status, Ownership, Shareholding patterns of the directors with % shareholding
and number of shares, Authorised Capital, Initial Capital Investment, Present
Investment etc
Promoters/ Management/ Advisory Panel/ Mentors etc
Historical development and track records/ Awards & achievements of the firm, if any
Business interests of the group
Business Strategy *
Core Competencies**
*Hint:
The purpose of business strategy is to exploit the capabilities of the enterprise to gain
and sustain competitive advantage in serving the needs of customers in a chosen
marketplace. An effective business strategy will provide good answers to questions on
business scope, customers needs, how the enterprise will exploit its advantages, and
on how competitive advantage will be achieved. It will also describe the main actions
necessary to implement the strategy and the reasons why the changes are necessary.
** Hint

'Competitive Strategy'(Business Strategy) means deliberately choosing a

different set of activities to deliver a unique mix of value. Core competencies
of a company can be defined as a set of skills, strengths and expertise that
enable a company to deliver exceptional value to customers/ that contribute to
sustainable competitive advantage.

PRODUCTS/ SERVICES (Detailed description is requested)

Main products/services with technology details & business verticals (domain)

Secondary services
Technological USP/ Innovativeness/ Uniqueness of the product
What are the technologies adopted
Comparative analysis of the product with similar other competitive products
Product Life Cycle with development phases and time chart

MARKET ANALYSIS (Detailed Description of the following)

Market Research & Analysis

Market size & Structure
Target Markets and Market Channels
SWOT Analysis & what are the strategies to overcome weakness and threats
Market positioning and future growth prospects (validated by reports)
Major clients with % of revenue generated
Substitute Products (if any)
Competitors & Competitive Scenarios
Competitive Risk Analysis

BUSINESS STRATEGY (Detailed Description of the following)

Business Development
Strategy for identifying and marketing market segments
Market penetration and development strategy
Sales & Marketing Strategy
Business Promotion Strategy
Niche area (technology, services, markets if any)
Market Alliances & Associations (agreement terms & conditions, if any)
Quality Accreditation (Existing/ Planned, if any)
Competition/ Substitute Strategy
Strategies for pricing/ costing
Revenue Model
Business Risks Analysis and Mitigation Strategy
MANPOWER PLANNING & MANAGEMENT (Detailed Description of the following)
Organization Chart with Roles
Board of Directors (Attach CVs)
Detailed write up of Promoters & Management
Experience of promoter and key management giving academic background,
professional track record, special accomplishments etc
Roles and Responsibilities of the Management Staffs
Advisory Panel/ Mentors
Manpower Planning for the next 5 years
Detailed skill set of the employees (total employee strength, qualification,
experience segmented by the departments)

FINANCE

Means of Finance (Loans/ Investments/ Personal Funds)

Capital Structure
Existing (Audited/ Provisional) Financial Statements of the Company if any
5 Year projected Profit & Loss (Income & Expenditure) Statement of the Company
5 Year projected Balance Sheet of the Company
5 Year projected Cash Flow Statement with the monthly projection of 1st year.

EXIT PLAN (Describe about which below Exit Plan you are opting)
Exit plan of the Company from business and timing

Go public

Merge

Be acquired

Sell
Tentative period of graduating from the incubator facility