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Business Plan Highlights Template

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Sample template for startup business plan highights.

Sample template for startup business plan highights.

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  • = ENTREPRENEURS WANTED =

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    Overview: http://bit.ly/b1Eehh
    Testimonials: http://bit.ly/l3WEXJ
    Website: www.MyEntrepreneurCommunity.com
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  • 1. [Company Name or Logo] Business Plan Highlights Copy # __ for _________________________________ Property of [Company Name]; not authorized for distribution. - CONFIDENTIAL - Courtesy of
  • 2. Agenda
    • Introduction
      • Overview
      • The Team
      • Business Highlights
    • The Opportunity
      • The Problem & Pain
      • The Solution
      • Market Summary
      • Customer Profile
      • Competition
    • The Company
      • Products and Services
      • Summary of Goals
      • Milestones
      • Marketing Plan
      • Financial Plan
    • Conclusion
      • Risks and Responses
      • Expansion Potential
      • Next Steps
      • Q & A
    05/26/09
  • 3. Overview
    • [Elevator pitch.]
    05/26/09
  • 4. The Team (1)
    • President & CEO: [Name]
      • [Years & nature of experience]
      • [Accomplishments]
    • VP Sales: [Name]
      • [Years & nature of experience]
      • [Accomplishments]
    • VP Marketing: [Name]
      • [Years & nature of experience]
      • [Accomplishments]
    05/26/09
  • 5. The Team (2)
    • CTO/VP Product: [Name]
      • [Years & nature of experience]
      • [Accomplishments]
    • VP Services: [Name]
      • [Years & nature of experience]
      • [Accomplishments]
    • TBH
      • CFO: ~[mm/yy]
      • President or COO: ~[mm/yy]
      • Management will adjust if the need arises
    05/26/09
  • 6. The Team (3)
    • Board of Directors ([#] planned)
      • Chairman: [Name]
        • [Title]
      • [Name]
        • [Title]
      • TBD
      • TBD
      • TBD
    • Board of Advisors (~[#] planned)
      • [Name]
        • [Title]
    05/26/09
  • 7. Business Highlights
    • Core competency
    • Market Segment: [Commonly known name for it]
    • Customer base: [Businesses/Consumers/Both Businesses & Consumers]
    • Primary revenue source: [Product Sales/Service/etc.]
    • ROI for customers: [Formula based on current costs]
    • Are the dogs eating the dog food?
    • Scalability?
    • Strategic or nice-to-have?
    05/26/09
  • 8. Business Highlights (2)
    • Secondary revenue sources
      • [Source]
    • Overhead: [Low/Medium/High]
    • Profitability expected ~[#] months from incorporation
    • Exit strategy: [IPO/Buyout/Remain Private & Profitable]
    05/26/09
  • 9. The Pain
    • “ [Quote from prospect in pain]” – [Source]
    • “ [Quote from analyst regarding the need in or size of market]” – [Source]
    • “ [Quote from analyst regarding the need in or size of market]” – [Source]
    05/26/09
  • 10. The Pain (2) 05/26/09 DELETE THIS NOTE Include relevant charts regarding the industry (i.e., where the product fits, growth of industry, bottlenecks solved, etc.)
  • 11. Market Summary
    • Target market value
      • $[#] in [year] growing to $[#] in [future year] (Source)
      • [If additional sources, ditto above]
    • Prospect base
      • [#] [companies/consumers] (Source)
    • Significant competitors: ~[#]
    • Total competitors: ~[#]
    05/26/09
  • 12. Market Summary (2) 05/26/09 DELETE THIS NOTE Provide a map of potential partners, competitors & related companies
  • 13. Market Summary (3)
    • Trends
      • [Past trend]
      • [Present trend]
    • [Use graphics if useful]
    05/26/09
  • 14. Customer Profile
    • Characteristics of customers
    • Value proposition
    • Decision maker
    • How hungry for solution? (Pre-orders, testimonials, etc.)
    05/26/09
  • 15. Competition
    • [Significant competitor name]
      • [Focus of their business]
      • Weaknesses
        • [Weakness and how we exploit it]
        • [Weakness and how we exploit it]
      • Strengths
        • [Strength and how we address it]
        • [Strength and how we address it]
    05/26/09
  • 16. Competition (2)
    • [Significant competitor name]
      • [Focus of their business]
      • Weaknesses
        • [Weakness and how we exploit it]
        • [Weakness and how we exploit it]
      • Strengths
        • [Strength and how we address it]
        • [Strength and how we address it]
    05/26/09
  • 17. Partnerships
    • Interested Parties
      • Investor: [Lead Investor Company Name]
      • Investor: [Venture Company Name]
      • [Law Firm & Attorney Name]
        • Experienced in aggressive venture planning
    05/26/09
  • 18. Products And Services
    • [Product/service]
      • Performance characteristics
      • Architecture
      • Cost characteristics
      • Pricing
      • Delivery mechanism
      • Available [#]Q [year]
    05/26/09
  • 19. Summary of Goals
    • 1 st year
      • Revenue: $[#]
      • Burn: $[#]
      • Headcount: [#]
      • Customers: [#]
    • 2 nd year
      • Revenue: $[#]
      • Burn: $[#]
      • Headcount: [#]
      • Customers: [#]
      • Achieve profitability
    • 3 rd year
      • Revenue: $[#]
      • Burn: $[#]
      • Headcount: [#]
      • Customers: [#]
      • Take company public
    • 4 th year
      • Revenue: $[#]
      • Burn: $[#]
      • Headcount: [#]
      • Customers: [#]
    05/26/09
  • 20. Milestones (1)
    • Stage 1: Founding the Business
      • [mm/yy]: Incorporated
      • [mm/yy]: Remaining legal documents filed
      • [mm/yy]: Secure angel funding ($[250]K @ $[1]m pre)
      • [mm/yy]: Ramp up hiring
      • [mm/yy]: Begin building initial product
      • [mm/yy]: Secure 1 st round (~$[2]m @ $[15]m pre)
      • [mm/yy]: Beta test and rework product
      • [mm/yy]: Begin offering initial product
      • [mm/yy]: Begin marketing activity
      • [mm/yy]: Aggressively obtain customers
    05/26/09 DELETE THIS NOTE Replace bullets with check marks (  ) for items already completed. To do this, right-click the item and choose “Bullets and Numbering…”
  • 21. Milestones (2)
    • Stage 2: Developing the Business
      • [mm/yy]: Secure 2 nd round (~$[6]m @ $[25]m pre)
      • [mm/yy]: Crank up marketing activity
      • [mm/yy]: Begin offering second product
      • [mm/yy]: Emphasize customer acquisition
      • Entertain any acquisition offers that arise
    05/26/09
  • 22. Milestones (3)
    • Stage 3: Stabilizing the Business
      • [mm/yy]: Shore up management
      • [mm/yy]: Secure 3 rd round (~$[20]m @ $[100]m pre)
      • [mm/yy]: File for IPO
      • [mm/yy]: Achieve profitability
    05/26/09
  • 23. Marketing Plan
    • Target Market/Demographics: [Segment Description]
    • Distribution and sales channels
    • Pricing and positioning
    • Branding and strategic position
    • Media Mix: [Web Ads/Magazine Ads/Trade Shows/Billboards/TV/Radio]
    • Marketing and sales team development
    05/26/09
  • 24. Financial Plan (1)
    • Pricing Model Fundamentals
      • [Product/Service]: $[#] per [unit(s)] [detail price evolution over time]
    • Stabilized gross margins
    • Gross revenue, net income and growth by year
    • Cash flow and capitalization needs
    05/26/09 DELETE THIS NOTE Replace the bullets below with a spreadsheet if the pricing model is complex.
  • 25. Financial Plan (2) 05/26/09 DELETE THIS NOTE Insert a graph or spreadsheet of revenue and expense projections below.
  • 26. Risks Addressed
    • [Risk]
      • [Response]
    • [Risk]
      • [Response]
    05/26/09
  • 27. Expansion Potential
    • [If there are things that can be done in the future to take the business into broader or additional markets, list them here.]
    05/26/09
  • 28. Next Steps
    • [Immediate and long term needs; if seeking funding, state specifics]
    • [Decisions to be made]
    05/26/09
  • 29.
    • Thank You.
    05/26/09