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61496065 business-plan-template-tim-hortons

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  • 1. Comment [N1]: Blue text (or text in italics) will Your Business Name provide you with instructions for using this template. Enter your own information when prompted and delete instructional text before printing your final Your Logo business plan. Comment [N2]: Enter your company logo here or redesign this cover page incorporating your logo. BUSINESS PLAN Business Plan Prepared By Your Name Your Title Your Company Address With City, State and Zip Code Your Phone NumbersYour e-mail and Web Addresses Date Prepared Month, Year
  • 2. Business Plan Table of ContentsEXECUTIVE SUMMARY ................................................................................................... 5 Comment [N3]: Page numbers are automatically linked to the appropriate section titles and sub-titles. If you change title names within the template, thisMANAGEMENT AND ORGANIZATION ......................................................................... 6 link will be lost. To update page numbers, click ³Select All´ from the ³Edit´ menu, and then press Management Team ................................................................................................. 6 F9. Compensation and Ownership ................................................................................ 6 Comment [N4]: Page numbers are links. Just Board of Directors/Advisory Council ..................................................................... 7 click on the page number to go directly to that section of the business plan. Infrastructure .......................................................................................................... 7 Contracts and Franchise Agreements ...................................................................... 7 Insurance ................................................................................................................ 8 Employee Stock Option Plan and Other Incentives ................................................. 8 Organization Charts ............................................................................................... 8PRODUCT/SERVICE ........................................................................................................ 10 Purpose of the Product/Service ............................................................................. 10 Unique Features ................................................................................................... 10 Stage of Development .......................................................................................... 10 Future Research and Development ....................................................................... 10 Trademarks, Patents, Copyrights, Licenses, Royalties .......................................... 10 Government Approvals ........................................................................................ 10 Product/Service Limitations ................................................................................. 10 Product/Service Liability...................................................................................... 10 Related Products/Services and Spin-Offs .............................................................. 10 Production ............................................................................................................ 11 Facilities .............................................................................................................. 11 Suppliers .............................................................................................................. 11 Environmental Factors ......................................................................................... 11MARKETING PLAN ......................................................................................................... 12 Industry Profile .................................................................................................... 12 Current Size .............................................................................................. 12 Growth Potential ....................................................................................... 12 Geographic Locations ............................................................................... 12 Industry Trends ......................................................................................... 12 Seasonality Factors ................................................................................... 12 Profit Characteristics ................................................................................ 12 Distribution Channels ............................................................................... 12 Basis of Competition.................................................................................. 12 Competition Profile .............................................................................................. 12 Customer Profile .................................................................................................. 12 Target Market Profile ........................................................................................... 12 Pricing Profile ...................................................................................................... 13 Gross Margin on Products/Services ...................................................................... 13 Break-Even Analysis ............................................................................................ 13 Market Penetration ............................................................................................... 13 2
  • 3. Business Plan Distribution Channels ............................................................................... 12 Sales Representatives ................................................................................ 13 Direct-Sales Force .................................................................................... 13 Direct Mail/Telemarketing ........................................................................ 13 Advertising and Promotion................................................................................... 13 Packaging and Labeling ....................................................................................... 13 Service and Warranties ......................................................................................... 13 Trade Shows ........................................................................................................ 14 Future Markets ..................................................................................................... 14OPERATING AND CONTROL SYSTEMS ..................................................................... 15 Administrative Policies, Procedures and Controls................................................. 15 Receiving Orders ....................................................................................... 15 Billing the Customers ................................................................................ 15 Paying the Suppliers .................................................................................. 15 Collecting the Accounts Receivable ........................................................... 15 Reporting to Management ......................................................................... 15 Staff Development ..................................................................................... 15 Inventory Control ...................................................................................... 15 Handling Warranties and Returns ............................................................. 15 Monitoring the Company Budgets.............................................................. 15 Security Systems ........................................................................................ 15 Documents and Paper Flow .................................................................................. 16 Planning Chart ..................................................................................................... 16 Product/Service Development .................................................................... 16 Manufacturing ........................................................................................... 16 Financial Requirements ............................................................................. 16 Marketing Flow Chart ............................................................................... 16 Market Penetration.................................................................................... 16 Management and Infrastructure ................................................................ 16 Risk Analysis ....................................................................................................... 16 Salvaging Assets .................................................................................................. 16GROWTH PLAN ................................................................................................................ 18 New Offerings to Market...................................................................................... 18 Capital Requirements ........................................................................................... 18 Personnel Requirements ....................................................................................... 18 Exit Strategy ........................................................................................................ 18FINANCIAL PLAN ............................................................................................................ 19 Sales Projections .................................................................................................. 19 Income Projections............................................................................................... 19 Cash Requirements............................................................................................... 19 Sources of Financing ............................................................................................ 19 3
  • 4. Business Plan Attached Financial Projections ............................................................................. 20 Cash Flow for Three Years Income Statement for Three Years Balance Sheet for Three Years Ratio AnalysisSUPPORTING DOCUMENTS .......................................................................................... 21 4
  • 5. Business Plan EXECUTIVE SUMMARYVenture HistoryWhen and why was the company formed? What is the marketing history of the products andservices?Enter text here. Comment [N5]: Highlight these words and enter your own information here. When you are done with your business plan, delete the blue (or italics)Venture Description questions before printing the plan.What business is your venture in, and what is the current stage of development? What is uniqueabout the product or service, and what proprietary rights does the business have?Enter text here.Venture OrganizationWhat form of organization does the business operate under, and why? Who are the keymanagement personnel, and what skills do they have to help the busine ss? Who are the keysupport groups for your management team?Enter text here.Venture MarketWhat is the market like in terms of the industry, the customer, customer needs, product/servicebenefits, the venture¶s target markets, and the market penetration plan? Who are the majorcompetitors, and what are their strengths and weaknesses?Enter text here.Venture OperationsHow much money does the venture need for product development, marketing and operations?Highlight how much money is needed to grow the b usiness and how it will be spent.Enter text here.Venture FinancingWhat kind of financing will the company need? How will the money be paid back to investors?How much money has been invested in the business to date, and where did it come from?Enter text here. 5
  • 6. Business Plan MANAGEMENT AND ORGANIZATIONManagement TeamWhat is the role(s) of the entrepreneur? Who are the key management personnel, and what aretheir job descriptions and prior experiences?Enter text here.There are four key management personnel that are also the entrepreneurs for owing the franchise ofrenowned Tim Horton͛s. They include Mr. Jake Zablocki, Miss Harjinder Sandhu , Mr Roysten Fernandesand Miss Maria Klepikova.entrepreneurial drive, management skills, fi nancial means and dedication which is required in todayscompetitive marketMr. Jake Zoblocki,Compensation and OwnershipWhat is the compensation package for the entrepreneur and the management team? What is theownership, including any warrants or stock options that are owned by the entrepreneur andmanagement team?Enter text here.The four entrepreneurs are equal owners and will be compensated by way of equal profits earnedby the operation of the business. The management team will not have any warrants or stockoption. 6
  • 7. Business PlanBoard of Directors/Advisory CouncilWho will serve on the board of directors or advisory council?Enter text here.Mr. Jake Zablocki, Miss Harjinder Sandhu , Mr Roysten Fernandes and Miss Maria Klepikovawill together comprise the board of directors and will be involved in day to day activity .Board Of directors * ( we can exclude this )*Mr. Jake Zablocki as the ChairmanMiss Harjinder Sandhu as the Chief Operating officerMr Roysten Fernandes as the PresidentMiss Maria Klepikova as the Vice-presidentThe key advisors are:Miss Harjinder Sandhu - Legal Consultant Miss Sandhu is an in house legal advisor and voluntarily offers her services as part of the management team.Mr Jake Zablocki ± Account Manager Mr Zablocki will assume all the accounting responsibilities and will manage the business joint account separately Royal Bank of Canada.InfrastructureWho are key outside advisors, such as accountants, lawyers, or co nsultants, and what is theircompensation package?Enter text here. NAContracts and Franchise AgreementsWhat are the company¶s management contracts, non -compete agreements, franchise, or othercontractual agreements?Enter text here.We( Name to be decided ) have entered into an Franchise Agreement with Tim Horton¶s for aperiod of 10 years with an option to renew for further 10 years at the discretion of themanagement team 7
  • 8. Business PlanNon Compete agreement exists between the four entrepreneurs for a period of 5 years ofrestricting to enter into food & beverages in Ontario for the smooth function of the business.InsuranceIf you have a buy-sell agreement, who will be insured in terms of life insurance policies on keypersonnel for which the company is the beneficiary?Enter text here.We have a buy and sell agreement in place , a type of insurance where all the four partners areassure for life. The Insurance policy will be placed under a trust. All the four member will be thetrustee.Buy and Sell: means the legal representatives of the deceased are obliged to sell the share to the remaining partners who are inturn obliged to buy it. The remaining partners are able to buy the share from theproceeds of a life insurance policy taken out by the deceased on their own life andplaced in trust for the remaining partners.Employee Stock Option Plan and Other IncentivesWhat employee stock option or other incentive plans will be in effect?Enter text here.We do not have any employee stock option plan or incentive plan other than the one run by TimHorton¶s time to time.Organization ChartsHow is the company organized?Enter text here.The management team contributes equally to the success of the business. 8
  • 9. ¡ Business an Mr Jake Za ck Miss ar inder Sandhu Bussiness Mr ysten Miss Maria Fernandes Kle ik va 9
  • 10. Business Plan PRODUCT/SERVICEPurpose of the Product/ServiceWhat is the purpose of the product/service? How does the product/service benefit the customer?Does it solve a problem or address an opportunity; is it a luxury item or a needed item?Enter text here.Unique FeaturesWhat are the unique features of the product/service, such as cost, design, quality, capabilities?Enter text here.Stage of DevelopmentWhat is the history of product/service life cycle, and which stage of development is theproduct/service currently in?Enter text here.Future Research and DevelopmentWhat, if any, future research and development efforts will be required?Enter text here.Trademarks, Patents, Copyrights, Licenses, RoyaltiesWhat patents, trademarks, service marks, or copyrights have been obtained? W hat license orroyalty agreements are associated with the product/service, and what plans are there for futureagreements?Enter text here.Government ApprovalsWhat governmental approvals are necessary, and what is the status of such approvals?Enter text here.Product/Service LimitationsWhat are the limitations of the product/service, if any?Enter text here.Product/Service LiabilityWhat are the liabilities this product/service may pose? What are the insurance requirements andcosts?Enter text here.Related Products/Services and Spin-OffsWhat are the related services that will be provided, and how will they increase or enhance theprofitability of the venture? What new product or service spin -offs could be developed to meetchanging market needs in this industry or others?Enter text here. 10
  • 11. Business PlanProductionHow much will be produced internally, and how much of the production will be subcontractedout? What are the costs and services involved with subcontracting? Who are the backupsubcontractors; what are their costs, and who supplies the services?Enter text here.FacilitiesWhat are the plans for facilities (manufacturing, office, retail)? What are the manufacturingplans, that is, the manufacturing facility, production capacity, and future capita l-equipmentneeds?Enter text here.SuppliersWho are the major raw material suppliers, and what are the significant purchasing contractswith them? Are there backup suppliers?Enter text here.Environmental FactorsWhat is the potential environmental impact of the product or service? What steps will thecompany take to protect the environment? What environmental agencies regulate the productor service?Enter text here. 11
  • 12. Business Plan MARKETING PLANIndustry ProfileCurrent SizeWhat is the current size of your industry?Enter text here.Growth PotentialIs this a growth, stable, or declining industry?Enter text here.Geographic LocationsIs your industry located in a specific area of the country?Enter text here.Industry TrendsWhat are the trends in the industry? What effect does technology have on the business?Enter text here.Seasonality FactorsWhat are the special seasons in your industry?Enter text here.Profit CharacteristicsWhat are the profit characteristics for your industry?Enter text here.Distribution ChannelsWhat distribution channels currently exist to support the sale of your product or service?Enter text here.Basis of CompetitionWhat is the basis of competition for your industry?Enter text here.Competition ProfileWhat is the profile of the competition? What is your competitive advantage?Enter text here.Customer ProfileWhat is the profile of the intended customer? What are the reactions to the product/service fromprospective customers?Enter text here.Target Market ProfileWhat is the target market, size, and cost of market penetration? 12
  • 13. Business PlanEnter text here.Pricing ProfileWhat is the pricing structure? What are your policies on negotiating a price for large orders oron special price deals for penetrating the market? How is the pricing structure sensitive to thecustomer¶s buying points?Enter text here.Gross Margin on Products/ServicesWhat is the gross margin potential? What are the industry¶s pricing policies? Do you differ?Enter text here.Break-Even AnalysisWhat is the break-even point for your product/service?Enter text here.Market PenetrationDistribution ChannelsWhat distribution channels will be used for selling the product or service to the end user?Enter text here.Sales RepresentativesHow will sales representatives be used as an approach for selling the product or service to theend user?Enter text here.Direct-Sales ForceHow will a direct-sales force be used for selling the product or service to the end user?Enter text here.Direct Mail/TelemarketingHow will direct mail or telemarketing be used as an approach for selling the product/service tothe end user?Enter text here.Advertising and PromotionWhat advertising and promotion media will be used for the distribution system and end users?Enter text here.Packaging and LabelingWhat kind of packaging and labeling will be used?Enter text here.Service and WarrantiesWhat warranties and guarantees will be offered?Enter text here. 13
  • 14. Business PlanTrade ShowsWhat trade shows do you plan to use to exhibit your product/service?Enter text here.Future MarketsWhat opportunities could occur in future markets?Enter text here. 14
  • 15. Business Plan OPERATING AND CONTROL SYSTEMSAdministrative Policies, Procedures and ControlsReceiving OrdersWhat administrative policies, procedures, and controls will be used for receiving orders?Enter text here.Billing the CustomersWhat administrative policies, procedures, and controls will be used for billing the customers?Enter text here.Paying the SuppliersWhat administrative policies, procedures, and controls will be used for paying the suppliers?Enter text here.Collecting the Accounts ReceivableWhat administrative policies, procedures, and controls will be used for collecting the accountsreceivable? Will you have a separate collection department? Use a collection agency? Usefactoring?Enter text here.Reporting to ManagementWhat administrative policies, procedures, and controls will be used for reporting tomanagement?Enter text here.Staff DevelopmentWhat administrative policies, procedures, and controls will be used for staff development?Enter text here.Inventory ControlWhat administrative policies, procedures, and controls will be used to control inventory?Enter text here.Handling Warranties and ReturnsWhat administrative policies, procedures, and controls will be used for handling warranties andreturns?Enter text here.Monitoring the Company BudgetsWhat administrative policies, procedures, and controls will be used to monitor the companybudgets?Enter text here.Security Systems 15
  • 16. Business PlanWhat administrative policies, procedures, and controls will be used for providing security for thebusiness?Enter text here.Documents and Paper FlowWhat will be the flow of information throughout the system? What documents are needed toprepare for a transaction?Enter text here.Planning ChartProduct/Service DevelopmentWhen will the product/service be ready to market?Enter text here.ManufacturingWhat is the production schedule?Enter text here.Financial RequirementsWhen will the money be needed?Enter text here.Marketing Flow ChartWhen will the advertising be placed, brochures be developed, and the like?Enter text here.Market PenetrationWhat is the schedule for market penetration?Enter text here.Management and InfrastructureWhen will additional management team be hired and in what order? When will the infrastructurebe used and for what period of time?Enter text here.Risk AnalysisWhat are the potential problems, risks, and other p ossible negative factors that the venture mightface?Enter text here.Salvaging AssetsWhat could be salvaged or recovered if any of the above risks do materialize and make theventure unsuccessful?Enter text here. 16
  • 17. Business Plan 17
  • 18. Business Plan GROWTH PLANNew Offerings to MarketWhat new products/services, store locations, distribution centers will the venture pursue in thefuture? What new marketplaces will each of the new products/services penetrate? What will bethe projected revenues from the new products/services, store locations, and distribution centersfor the next three to five years?Enter text here.Capital RequirementsWhat are the financial requirements for pursuing the new products, store locations, anddistribution centers? How will you raise the needed capital for future growth?Enter text here.Personnel RequirementsWhat management personnel and other employees will be needed to support the projectedgrowth?Enter text here.Exit StrategyHow will the growth plan enable the owner or investors to obtain an exit?Enter text here. 18
  • 19. Business Plan FINANCIAL PLANSales ProjectionsWhat are your sales projections for the next three years? Where did you get the information toproject financials? Are the projections reasonable?Enter text here.Income ProjectionsWhat are your net income projections for the next three years? Is your company currentlyprofitable? If not, when will it become profitable?Enter text here.Cash RequirementsHow much cash will be required to cover start-up costs, operations, and/or growth?Enter text here.Sources of FinancingBased on cash requirements to start, maintain operations, or grow, will you seek debt or equityfinancing? How much is the cost of obtaining these funds?Enter text here. 19
  • 20. Business Plan FINANCIAL PLANAttached Financial Projections Comment [N6]: After completing your financial information using the Excel template, print out the appropriate worksheets and attach them to the plan.y Cash Flow for Three Yearsy Income Statement for Three Yearsy Balance Sheet for Three Yearsy Ratio Analysis 20
  • 21. Business Plan SUPPORTING DOCUMENTS Comment [N7]: Following is a list of items that you may choose to include within your supporting documents. List only the items that you are y Financial Worksheets attaching. y Historical Financial Statements y Resumes of Key Personnel y Legal Agreements y Marketing Materials y Insurance Documents y Press Releases or Articles y Market or Industry Studies 21

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