BDC's Business Plan Template
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BDC's Business Plan Template

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    BDC's Business Plan Template BDC's Business Plan Template Document Transcript

    • TABLE OF CONTENTS Your business plan is divided into the following sections: Business Overview Description of the business_ _2 Products & services___2 Major demographic, economic, Pricing and distribution_2 social and cultural factors_____2 Market trends________2 Major players (suppliers, Implications or risk factors_2 distributors, clients)____2 Competitors and type of Nature of the industry__2 _ competition__________3 Trends in the industry:_ _2 Competitors' strengths Government regulations_ 2 and weaknesses_____3 Market segment ______2 Competitive advantage ___________________3 Sales & Marketing Plan Customers_______________4 Pricing & distribution__4 Suppliers________________4 Customer service policy Advertising & promotion____4 ___________________4 Operating Plan Business location & requirements / advantages / lease details_______5 Equipment / technology / R&D / environmental aspects____________5 Human Resources Plan Key employees______________6 Policies & procedures________6 Action Plan Action plan & timetable________7 Executive Summary A brief description of the project, the financing required, and additional information that help explain the business plan_______8 APPENDIX: Financial Plan The company’s financial performance, both historical and projected. Includes sales, cost of goods sold, expenses, income statement, balance sheet, cash flow budget, financial requirements, performance indicators, and personal status. PAGE 1
    • LEGAL NAME TRADING NAME BUSINESS ADDRESS PHONE FAX E-MAIL DESCRIPTION OF THE BUSINESS MAJOR DEMOGRAPHIC, ECONOMIC, SOCIAL AND CULTURAL FACTORS MAJOR PLAYERS (suppliers, distributors, clients) NATURE OF THE INDUSTRY TRENDS IN THE INDUSTRY GOVERNMENT REGULATIONS THE MARKET MARKET SEGMENT PRODUCTS & SERVICES PRICING AND DISTRIBUTION MARKET TRENDS IMPLICATIONS OR RISK FACTORS PLANNED RESPONSE PAGE 2
    • COMPETITION COMPETITORS AND TYPE OF COMPETITION COMPETITORS' STRENGTHS AND WEAKNESSES COMPETITIVE ADVANTAGE . PAGE 3
    • CUSTOMERS NAME/ADDRESS TERMS PRODUCT/SERVICE 1 2 3 4 ADDITIONAL INFORMATION SUPPLIERS NAME/ADDRESS TERMS PRODUCT/SERVICE 1 2 3 4 5 ADDITIONAL INFORMATION ADVERTISING & PROMOTION PRICING & DISTRIBUTION CUSTOMER SERVICE POLICY PAGE 4
    • LOCATION SIZE AND CAPACITY ADVANTAGES OR DISADVANTAGES LEASE OR OWNERSHIP DETAILS EQUIPMENT, FURNITURE & FIXTURES FUTURE EXPENDITURES / TECHNOLOGY REQUIREMENTS RESEARCH AND DEVELOPMENT ENVIRONMENTAL COMPLIANCE ADDITIONAL INFORMATION PAGE 5
    • KEY NAME OR TITLE KEY EMPLOYEES (Nº OF POSITIONS) RESPONSIBILITIES QUALIFICATIONS 1 2 3 4 ADDITIONAL INFORMATION POLICIES & PROCEDURES HOURS OF OPERATIONS NUMBER OF EMPLOYEES VACATION PROGRAM PERFORMANCE ASSESSMENT TRAINING & DEVELOPMENT REMUNERATION AND BENEFITS PAGE 6
    • ACTION PLAN ACTION BY WHEN 1 2 3 4 5 6 7 ADDITIONAL INFORMATION PAGE 7
    • OBJECTIVES / DESCRIPTION OF THE PROJECT BUSINESS HISTORY / NATURE OF OPERATIONS PRODUCTS AND SERVICES PROJECT FINANCING MANAGEMENT / ADVISORS Director 1 Director 2 RISK ASSESSMENT & CONTINGENCY PLAN PAGE 8
    • FINANCIAL INSTITUTION SUPPORTING DOCUMENTS PAGE 9
    • APPENDIX FINANCIAL PLAN PAGE 10