This document outlines the sections and contents of a typical business plan, including an executive summary, marketing, legal, operations, financials, risk management, and appendices. The executive summary describes the business, goals, value proposition, and management team. The marketing section covers market analysis, strategies, and tactics. Legal covers structure, agreements, and investors. Operations addresses facilities, staffing, suppliers, and production. Financials include funding requests, budgets, projections, costs, and financing. Risk management evaluates threats and uncertainties. Appendices contain supporting documents. Work products range from a 10-20 slide pitch deck to a full multi-page business plan.

1. © Copyright Jeremy Kravetz 2014
Business Plan Outline
Executive Summary
 BusinessDescription –Industry,companyhistory,currentpositioning
 Goals- Strategic,developmentgoals –1, 2, 5 years
 Value-Proposition –Competitive strategies,advantages,sustainability
 ManagementTeam/Organization –keystaff,executives,managers,organizationschart
Marketing
 Market Analysis –Target segments,demand,supply,gap,share,trends,otherfactors,possible
competitivechanges
 MarketingStrategies –Products/services,pricing,distribution,sales,promotion
 Tactics
Legal
 Legal Structure
 Leases,loans,contracts
 Major investors
Operation, Organization
 Operations –General,facilities,location,zoning/permits,requirements,present/future
suitability/needs,materials,supplychain,equipment,staffing,suppliers,manufacturing,distribution,
logistics
 Human Resources –presentstaff,future needs,friends/family,workingpartners,turnover,recruiting,
special needs
 External consultants,advisors
Financial Plan
 Fundingrequest –Sources and Usesof funds
 Startupbudget
 Salesprojections
 Costs– direct,semi-direct,control,possiblechanges(efficiencies/inefficiencies),controllable factors,
uncontrollablefactors
 Projectedcashflowfromoperations
 Proposedfinancing –structure, debt,equity,terms
 ProjectedSources&Usesof fundswithfinancinginplace
 Lender/InvestorAnalysis –break-even,debt-coverage,ROI
Command and Control– Basic accounting/reporting,ManagementInformationSystems,TQM,Balanced
dashboards
Risk management – possible threats,unknowns,uncontrollablefactors,competition,legal,HR,
environmental,etc.,insurance
Continued..

2. © Copyright Jeremy Kravetz 2014
Business Plan Outline
..Continued
Other Info/Appendices
 Articlesof incorporation
 Contracts
 Financial statements
 Franchise agreement
 Leases
 Lettersof intent
 Lettersof references
 Licenses,accreditations,permits
 ManagementTeam - ownerresumes
 Partnershipagreement
 Plans,specifications
 Purchase orders
 Research/Analysis
 Samples
 Etc.
WORK PRODUCTS - Approximate lengths
o Pitchdeck: 10-20 slides
o Executive Summary: 1-2pages
o Short Plan: 8-12 pages
o Full Plan