Client Business Plan

Template

Company Name
Client Name
Last

First

Middle Initial

Phone Number
Consultant
(

Signature
Date
X

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Small Business Pack Business Plan

Executive Summary
The Executive Summary is the doorway to your business plan. The summary should
emphasize your plans main points. In addition to text, you should include a chart
that illustrates profits or return on investment
To begin the Executive Summary, write a paragraph or two introducing the
subheadings: Objectives and Mission. Keep this section short, preferably one page.
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Objectives
Setting your objectives, such as market share, sales, and profit, will determine your
business goals. Make sure your objectives are concrete and measurable. They
should indicate a level of sales or profits, a percentage of gross margin, a growth

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rate, or a market share you plan to attain. Avoid using vague objectives like being
the best or growing rapidly.
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Mission
A mission statement expresses the higher goals of your company, such as providing
services to unique industries, spreading new technologies, or improving education.
If your company has a mission, state it simply and in one paragraph. If you do not
have a mission statement, you can develop one or continue to the next section.
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Company
Summarize company-related information by briefly explaining what your company
sells, through what channels, and to whom.
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Company Ownership
Describe the ownership of your company. Is it a partnership, sole proprietorship, or
corporation? Is it publicly traded or privately owned?
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Company History
Indicate when your company was founded, by whom, and with what purpose. How
has it progressed since being founded? When did you relocate offices, expand
product lines, or otherwise change substantially? Remember to include information
about sales, products, and markets serviced as well as how these items have
changed over time.
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Product Lines
Introduce and briefly describe your company products (or services). If your company
provides only services, then change the heading from Product Lines to Services.
Keep in mind that you will use the Product section to expand on the information you
present below.
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Company Location and Facilities

Briefly describe the offices and locations of your company, the nature and function
of each, square footage, lease arrangements, and other facilities information.
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Product
This paragraph is a summary of the product section (Product Description, Important
Product Features and Comparison, Product Literature). It should be a clear and
concise single paragraph that can be merged into the Executive Summary. Answer
the question: What do these products do and for whom?
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Product Description
List and describe the products or services, or both, that your company sells. Your
description should demonstrate how the products or services fill the market demand
and supply what the customers need. Replace each product line placeholder with
one of your companys product or service lines, followed by a description. Delete
extra placeholders.

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Product line 1
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Product line 2
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Product line 3
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Important Product Features and Comparison

Describe the important competitive features of your products or services, or both.
Why do people buy yours instead of others? Do you offer better features, price,
quality, or service?
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Product Literature
Identify literature, such as advertisements, brochures, and catalogs, that you use to
market your company. Include copies of these materials as attachments at the back
of the printed business plan.
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Market Analysis
Discuss your companys position as it relates to other businesses within your market
niche. Highlight key elements, including your market size and growth-rate
projections.
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Industry Analysis
The information you provide here will set the scene for the Market Forecast section.
Identify and describe the market segments which affect your business. Use standard
information sources to produce an evaluation of current market trends that affect
your companys marketing plan.
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Keys to Success
Identify unique or key selling points that are needed to succeed in your market.
These key factors, such as quality, price, or selection, determine your success in
business. Replace each placeholder with one competitive factors, and explain how
these selling points relate to your specific target audience..

Competitive quality 1
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Competitive quality 2
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Competitive quality 3
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Market Forecast
Develop a summary paragraph which indicates anticipated growth within the
market.
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Business Strategy and Implementation

Introduce your companys overall strategic thrust and describe how you will
implement an effective business program. Determine if your strategy is based on a
new technology, product, or product features; or if its focus is on better marketing,
distribution, or services. (Present only one business strategy.)
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Marketing Strategy
When describing strategy, emphasize what makes your company special. For
example, your marketing strategy might focus on a specific market segment. Or, it
might depend on special ways to distribute the product; on new products that are
new solutions to existing problems; or on new ways to promote products or services.
What will your company do to be better than other businesses?
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Sales Plan
Describe how you sell your products. For example, retail, wholesale, discount, mail
order, or phone order. Do you maintain a sales force? How are salespeople trained,
and how are they compensated?
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Use the Sales Forecast spreadsheet in the Financial section at the end of the plan to
produce a sales forecast. The Business Plan includes a monthly forecast for the first
year and a quarterly forecast for the subsequent two years. Divide your sales
forecast into logical divisions for product lines and products.

Strategic Alliances
Explain how co-marketing, co-development, commission, and cooperative
arrangements are handled by your company. Can you link your promotion or
distribution strategies to other companies in a way that improves your companys
position?
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Service
Explain how you propose to service the products you sell. If your company offers
only services, change the heading to Follow-Up Service and describe how you intend
to provide customer support.
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Organization
Indicate the number of employees and management personnel within your
company. Also, specify the number of company founders. Briefly describe how your
products are manufactured and how sales and marketing are organized.
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Organizational Structure
Write a paragraph or two that describes the structure of your organization.
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Management Team
List the members of your management team. Include summariesbrief resumesof
their backgrounds and experience and describe their functions within the company.

Name, Position
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Name, Position
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Management Team Gaps

Identify skills the team does not possess and discuss how the company plans to fill
these needs.
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Other Management Team Considerations

Describe other criteria that affect your companys business operations. For example,
do any managers or employees have noncompete agreements with competitors?
Identify the members of your board of directors and discuss contributions they make
to the business. In addition, list your major stockholders and describe their roles in
management.
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Financial Analysis
Discuss your companys most significant financial attributes, such as projected cash
flow and net profit for the next four years; return on investment; or internal rate of
return.
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Financial Plan
Along with pro forma projections, youll need to summarize the important points of
your financial plan or strategy. Specify how you intend to finance your business.
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Notes:
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Start-Up Costs and Capitalization

This section includes the Start-Up Costs and Capitalization tables. Summarize the
information in these tables in an introductory paragraph. Highlight the total cost
required to start your business, identify your major assets, and/or list your owners
and their investments.
Note: If yours is an ongoing business, disregard this section.

Start-Up Costs

Item

Total

Cost

Notes:
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Financial Statements
These charts must be filled out in order to effectively complete your
business plan.
Year 1 Sales Forecast
Month

January

February

March

April

May

June

July

August

Septembe
r

October

November

December

Product 1
Product 2
Product 3

Month
Product 1
Product 2

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Product 3

Year 2 Sales Forecast

Quarter

First

Second

Third

Fourth

Product 1
Product 2
Product 3
Year 3 Sales Forecast

Quarter

First

Second

Third

Fourth

Product 1
Product 2
Product 3

Estimated Expenses
Item
Advertising

Average Expense (Circle the

appropriate term)
$

per

(month/quarter/year)

Bad debts from sales or services

per

(month/quarter/year)

Car and truck expenses

per

(month/quarter/year)

Commissions and Fees

per

(month/quarter/year)

Depletion

per

(month/quarter/year)

Depreciation

per

(month/quarter/year)

Employee benefit programs

per

(month/quarter/year)

Insurance (other than health)

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per

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(month/quarter/year)

Interest : Mortgage

per

(month/quarter/year)

Interest : Other

per

(month/quarter/year)

Legal and Professional Services

per

(month/quarter/year)

Office Expense

per

(month/quarter/year)

Pension and profit-sharing plans

per

(month/quarter/year)

Rent or lease : Vehicles, equipment, etc.

per

(month/quarter/year)

Rent or lease: Other business property

per

(month/quarter/year)

Repair and maintenance

per

(month/quarter/year)

Supplies

per

(month/quarter/year)

Taxes and licenses

per

(month/quarter/year)

Travel, meals, and entertainment

per

(month/quarter/year)

Utilities

per

(month/quarter/year)

Wages

per

(month/quarter/year)

Other expenses

(please specify)

per

(month/quarter/year)

Other expenses

(please specify)

per

(month/quarter/year)

Other expenses

(please specify)

per

(month/quarter/year)

Other expenses

(please specify)

per

(month/quarter/year)

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