Feasibility study template

FEASIBILITY STUDY OF:
PRESENTED TO:
Recipient's Name
Recipient's Position
Recipient's Company / Business

TABLE OF CONTENTS
1 INTRODUCTION...........................................................................................................................................4
2 BIOGRAPHICAL DETAILS .........................................................................................................................5
3 SHAREHOLDER DETAILS..........................................................................................................................5
4 BUSINESS REVIEW.....................................................................................................................................6
5 STRATEGIC PLAN........................................................................................................................................7
7
7 MARKET ANALYSIS....................................................................................................................................8
8 MARKETING AND SALES PLAN...............................................................................................................9
9 BUDGET AND FORECASTS.....................................................................................................................10
10 FUNDING REQUIREMENTS...................................................................................................................10
11 CONCLUSION...........................................................................................................................................10
ANNEXURES TO THE FEASIBILITY STUDY
ITEM ANNEXURE NUMBER
Strategic Plan (SWOT Analysis) 0
Marketing and Sales Plan 0
Notes to the Budget and Forecasts 0
One Year Budget 0
Five Year Financial Forecasts 0
Fixed Asset Requirements 0
Technical / Manufacturing Information 0
Staffing and Remuneration 0
Curricula Vitae of Management 0
Statements of Assets and Liabilities 0
Other 0
Other 0
Other 0
Other 0
Other 0
2

CONFIDENTIALITY AND COPYRIGHT CAUTION
This document, together with its annexures, contains information which is of a proprietary nature. The document and its contents are
provided for a specific purpose, and may only be used for such purpose. All rights in the information contained in this document are
reserved, and any person to whom it is provided is charged to treat the information as confidential, and accepts the information on such
terms.
No part of this document may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic,
mechanical, photocopying, recording or otherwise without the prior written consent of the author.
The format, layout and analysis methodology on which this document and its annexures have been prepared remain the property of KIBS
and may not be copied, altered, used or in any way reproduced without the express prior written consent of KIBS.
KIBS provides no guarantee on the information contained herein, nor will bear any responsibility for any action based hereon.
3

FEASIBILITY STUDY PAGE - 4 -
1 INTRODUCTION
This document serves as the feasibility study of:
(the Business). Its purpose is to act as yardstick for the decision to launch this venture, its financing
requirements in order to initiate the Business, and as touchstone in the development of the business.
The document is supported by its annexures, which contain the research, information and plans on
which this document is based.
In order to assist the reader, this document contains the following information:
1.1 BIOGRAPHICAL DETAILS
The biographical and contact details of the Business. This is inserted for record purposes only.
1.2 SHARE HOLDER DETAILS
Details of the major share holders of the Business and their percentage share holding.
1.3 BUSINESS REVIEW
This section reviews the activities of the business, and highlights its main sources of revenue, its
technology and products, its staffing and management.
1.4 STRATEGIC PLAN
This section seeks to define the Business’ objectives and aims over the next year, specifically, and
over the next five years generally. The document contains an overview of the Business’ strategic plan
and is specifically provided for two reasons. The first is to provide the reader with an insight into the
objectives, aims and goals for the foreseeable future. The second is to facilitate the budget for the first
year and the forecasts thereafter. A full copy of the plan is annexed to this document.
1.5 MARKET ANALYSIS
This section presents a review of the market in which the Business operates. The full market review is
annexed to this document.
1.6 MARKETING AND SALES PLAN
This section presents a review of the Business’ marketing and sales planning for the next year. The
full marketing and sales plan, together with detailed action planning, is annexed to this document.
1.7 BUDGETS AND FORECASTS
This section contains specific highlights of the Business’ budget for the first twelve months of
operation, and its forecasts for the four years thereafter. A full version of both the forecast and the
budgets is annexed to the document.
1.8 FUNDING REQUIREMENTS
This section seeks to define the Business’ funding requirements for the next year, and to provide the
reader with a framework in which to consider the request for such funding.

2 BIOGRAPHICAL DETAILS
BIOGRAPHICAL DETAILS
Business Name
Business' Trading Name
Business' Registered Name
Registered Business Entity
Registered Address
Building Name and Office Number
Street Number
Street Name
Suburb
City / Town
Province / State
Country
Zip / Postal Code
Trading Address
Building Name and Office Number
Street Number
Street Name
Suburb
City / Town
Province / State
Country
Zip / Postal Code
Contact Details
Post Box Number
Post Office Name
Zip / Postal Code
Province / State
Country
Country Dialling Code
Area Dialing Code
Telephone Number
Facsimile Number
Electronic Contact Details
E-mail Address
Website Address
AUDITORS' AND AUDIT DETAILS
Auditors' Name
Audit Partner's Name
Country Dialling Code
Area Dialing Code
Telephone Number
Facsimile Number
Financial Year End
3 SHAREHOLDER DETAILS
SHARE HOLDER NUMBER OF SHARES HELD % SHARE HOLDING
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
TOTAL 0 0.00%

4 BUSINESS REVIEW
4.1 BUSINESS ACTIVITIES
4.2 TECHNOLOGY AND PRODUCT DISTINCTION
4.3 MANAGEMENT AND STAFF

5 STRATEGIC PLAN
An overview of the Business’ strategic plan is as follows. The entire strategic plan is annexed to this
document.
BUSINESS NAME: 0
STRATEGIC PLAN: SWOT ANALYSIS PLAN SUMMARY
DATE:
# MISSION STATEMENT # STRENGTHS # WEAKNESSES
0.01 0 3.01 0 4.01 0
0.02 0 3.02 0 4.02 0
0.03 0 3.03 0 4.03 0
0.04 0 3.04 0 4.04 0
0.05 0 3.05 0 4.05 0
0.06 0 3.06 0 4.06 0
0.07 0 3.07 0 4.07 0
0.08 0 3.08 0 4.08 0
0.09 0 3.09 0 4.09 0
0.10 0 3.10 0 4.10 0
# OPPORTUNITIES # # ACTION PLANS # # ACTION PLANS
1.01 0 1.01 0.00 0 1.01 0.00 0
1.02 0 1.02 0.00 0 1.02 0.00 0
1.03 0 1.03 0.00 0 1.03 0.00 0
1.04 0 1.04 0.00 0 1.04 0.00 0
1.05 0 1.05 0.00 0 1.05 0.00 0
1.06 0 1.06 0.00 0 1.06 0.00 0
1.07 0 1.07 0.00 0 1.07 0.00 0
1.08 0 1.08 0.00 0 1.08 0.00 0
1.09 0 1.09 0.00 0 1.09 0.00 0
1.10 0 1.10 0.00 0 1.10 0.00 0
# THREATS # # ACTION PLANS # # ACTION PLANS
2.01 0 2.01 0.00 0 2.01 0.00 0
2.02 0 2.02 0.00 0 2.02 0.00 0
2.03 0 2.03 0.00 0 2.03 0.00 0
2.04 0 2.04 0.00 0 2.04 0.00 0
2.05 0 2.05 0.00 0 2.05 0.00 0
2.06 0 2.06 0.00 0 2.06 0.00 0
2.07 0 2.07 0.00 0 2.07 0.00 0
2.08 0 2.08 0.00 0 2.08 0.00 0
2.09 0 2.09 0.00 0 2.09 0.00 0
2.10 0 2.10 0.00 0 2.10 0.00 0
0-Jan-00

6
7 MARKET ANALYSIS
A review of the market in which the business operates is as follows. The full analysis plus marketing
and sales plan is annexed to this document.
PAGE: 1
FOR THE YEAR FROM: January-00 TO: January-00
0-Jan-00
# ITEM
1 MARKET ANALYSIS
1.1 PRODUCT / SERVICE
1.11 Product / Service Description
1.2 MARKET DEFINITION
1.21 Geographic Definition of Market
1.22 Customer / Client Definition
1.23 Major Purchase Drivers
1.24 Major Supplier Drivers
1.25 Market Size in Last Financial Year
1.26 Market Growth in Last Financial Year
1.3 PRODUCT / SERVICE PRICING
1.31 Average Margin Achieved in Last Financial Year
1.32 Prices Relative to Competition
1.33 Prices Reviewed How Often
1.34 Prices Changed How Often
1.35 Prices Decided by Whom
MARKET ANALYSIS AND MARKETING PLAN OF:
DATE:
INFORMATION
0
0
0
0
0
0.00%
0
0
0
0
0
0
0.00%
0
0
0
0.00
# ITEM
1.4 MARKET SHARE ANALYSIS SALES MKT SHARE %
1.41 Own Business - 0.00%
1.42 Competitor 1 - 0.00%
1.45 Other Competitors - 0.00%
TOTALS - 0.00%
1.5 COMPETITOR ANALYSIS STRENGTH WEAKNESS
1.51 Own Business 0 0
1.52 Competitor 1 0 0
1.55 Other Competitors 0 0
1.6 PROMOTIONAL ACTIVITY ANALYSIS
1.61 Amount Spent on Advertising Last Financial Year
1.62 Adspend as Percentage of Sales
1.63 Amount Spent on Promotions Last Financial Year
1.64 Promospend as Percentage of Sales
1.65 Success Rating of Advertising & Promotional Activities
1.7 SALES ACTIVITY ANALYSIS Jan-00 ############### ############### COMMENT
1.71 Number of Sales Representatives 0 0 0 0
1.72 Average Annual Sales of Sales Representatives - - - -
1.73 Average Margin on Sales 0.00% 0.00% 0.00% 0.00%
1.74 Sales Force Success Rating 0.00% 0.00% 0.00% 0.00%
INFORMATION
NAME
All Other Competitors
0
0
0
0
NAME
0
0
0
0
All Other Competitors
0
0.00%
0
0.00%
0.00%

8 MARKETING AND SALES PLAN
An overview of the Business’ marketing and sales plan is as follows. The expanded plan, together with
action planning is annexed hereto.
PAGE: 3
FOR THE YEAR FROM: January-00 TO: December-00
0-Jan-00
# ITEM
2 MARKETING & SALES PLAN
2.1 PRODUCT PLAN YES NO
2.11 New Products Launch Plan X
2.12 Existing Products to be Re-Engineered X
2.13 Products to be Discontinued X
2.14 New Market Sectors to be Entered / Discontinued X
2.15 Other X
2.2 PRICING PLAN YES NO
2.21 Prices to be Increased X
2.22 Prices to be Reduced X
2.23 Costs to be Decreased X
2.24 Other X
2.25 Other X
2.3 PROMOTION PLAN YES NO
2.31 Advertising Campaign X
2.32 Promotion Campaign X
2.33 Other X
2.34 Other X
2.35 Other X
2.4 DISTRIBUTION PLAN YES NO
2.41 Enlarge / Decrease Distribution Network X
2.42 Engage Third Party Distribution Agent X
2.43 Other X
2.44 Other X
2.45 Other X
2.5 SALES PLAN YES NO
2.51 Increase / Decrease Sales Force X
2.52 Train Sales Force X
2.53 Engage Third Party Sales Force X
2.54 Other X
2.55 Other X
0
0
0
BRIEF DESCRIPTION
MARKET ANALYSIS AND MARKETING PLAN OF: 0
DATE:
0
0
0
0
BRIEF DESCRIPTION
0
0
0
0
0
0
0
0
0
INFORMATION
BRIEF DESCRIPTION
0
0
0
0
0
BRIEF DESCRIPTION
0
0
0
0
BRIEF DESCRIPTION

9 BUDGET AND FORECASTS
A detailed budget and forecast are annexed hereto. The highlights of the five year forecast, including
the last audited year for comparative purposes, are as follows:
The annexed budget and forecast include notes as to the assumptions and policies, which have been
utilised in arriving at its formulation. Since this forms the crux of this document, the reader is urged to
study the full budget and forecast carefully.
10 FUNDING REQUIREMENTS
One major aim of this document is to define and secure the necessary funding for the Business in order
to allow it to implement its strategic plan and to achieve its strategic objectives. This is made up of both
overdraft facility funding and asset funding, and is broken down as follows:
The detailed budget, together with the strategic plan contains the exact capital expenditure on which
the asset funding is expected to be spent, as well as the anticipated timing of the expenditure.
Please note that the required maximum facility funding has been inflated by 10% from that reflected in
the budget, in order to allow for contingencies and mid – month cash flow swings.
11 CONCLUSION
The above, together with the annexed information represents the Business’ feasibility study. It is hoped
that it will provide the reader with insight into the business, and will ensure that the Business remains
focussed in achieving its objectives. The authors remain available to provide the reader with any
additional information which may be required.
ITEM 0 1 2 3 4 5
INCOME STATEMENT
Turnover 0 0 0 0 0 0
Other Income 0 0 0 0 0 0
Cost of Goods Sold 0 0 0 0 0 0
Variable Profit 0 0 0 0 0 0
Cost of Sales 0 0 1 7 36 142
Gross Profit 0 (0) (1) (7) (36) (142)
Overheads 0 0 0 0 0 0
Net Profit Before Interest and Tax 0 (0) (1) (7) (36) (142)
Interest 0 ERR ERR ERR ERR ERR
Net Profit Before Tax 0 ERR ERR ERR ERR ERR
Taxation 0 ERR ERR ERR ERR ERR
Net Profit After Tax 0 ERR ERR ERR ERR ERR
RATIOS
Variable Margin 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Gross Margin 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Operating Margin 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
Net Margin 0.00% 0.00% 0.00% 0.00% 0.00% 0.00%
ASSETS
Fixed Assets 0 0 0 0 0 0
Current Assets 0 ERR ERR ERR ERR ERR
Total Assets 0 ERR ERR ERR ERR ERR
LIABILITIES
Long Term Liabilities 0 ERR ERR ERR ERR ERR
Current Liabilities 0 ERR ERR ERR ERR ERR
Total Liabilities 0 ERR ERR ERR ERR ERR
Facility Funding Required ERR
Asset Funding Required 0.00
TOTAL FUNDING REQUIRED ERR

Feasibility study template

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