SAMPLE BUSINESS PLAN TEMPLATE

<<COMPANY LOGO>>
<<COMPANY NAME>>
BUSINESS PLAN
<<Prepared by:__________________>>
<<Date>>
Strictly Private & Confidential
<<Company Name>> <<Year>> <<Logo>>
Table of Contents
Page
Confidentiality Agreement ii
1 E!e"#ti$e S#mmary 1
% Com&any 'e("ri&tion %
Promoter! "are"older and #oard $
%dvior $
Prod&ct and ervice $
Long 'erm %im of #&ine $
(b)ective $
S*+*(*'* %nalyi $
) Mar*et Analy(i( )
'arget mar,et -
'otal mar,et val&ation -
'argeted "are -
.ar,et trend -
Profile of competitor -
Competitive advantage /
#enefit to client /
+ Mar*eting,Sale( Strategy -
0ncome o&rce 1
.ar,eting trategy 1
Pricing 1
%dvertiing and Promotion 1
Sale Strategy 2
- .e(ear"/ 0 'e$elo&ment 1
Patent! copyrig"t and brand 3
Prod&ct4Service Development 3
5&D 3
2 Staffing and O&eration( 3
.anagement (rganiation C"art 6
Staffing 6
'raining Plan 6
(peration 6
1 4inan"ial Pro5e"tion( 6
7ey %&mption 89
Profit and Lo %cco&nt 88
#alance S"eet 8$
Ca"flo: Pro)ection 8-
3 Sale( Pi&eline 1+
6 4#nding .e7#irement( 1-
18 A&&endi"e( 12
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Confidentiality Agreement
9/e #nder(igned reader a"*no:ledge( t/at t/e information &ro$ided in t/i( ;#(ine(( &lan i(
"onfidential< t/erefore= t/e reader agree( not to di("lo(e it :it/o#t t/e e!&re(( :ritten
&ermi((ion of <<Company4Promoter>>>
It i( a"*no:ledged ;y t/e reader t/at information to ;e f#rni(/ed in t/i( ;#(ine(( &lan i( in all
re(&e"t( "onfidential in nat#re= ot/er t/an information t/at i( in t/e &#;li" domain t/ro#g/
ot/er mean(= and t/at any di("lo(#re or #(e of t/i( "onfidential information ;y t/e reader may
"a#(e (erio#( /arm or damage to <<Company>>>
U&on re7#e(t= t/i( do"#ment i( to ;e immediately ret#rned to <<Company4Promoter>>>
??????????????????????????
Signat#re
??????????????????????????
Name @&rinted
??????????????????????????
'ate
9/i( i( a ;#(ine(( &lan> It doe( not im&ly offering of (e"#ritie(>
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ii
Strictly Private & Confidential
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1. Executive Summary
<< Introd#"e &romoter( /ere= and t/e rea(on yo# are no: &re&aring t/i( B#(ine(( Plan>
9/i( (e"tion (/o#ld not ;e "om&leted #ntil t/e ;#(ine(( &lan i( :ritten> It :ill /ig/lig/t all
mile(tone( in t/e "om&anyA( de$elo&ment o$er t/e ne!t fi$e year(> It (/o#ld (#m #& t/e
follo:ing area(B
P#r&o(e of t/e &lan
Prod#"t or (er$i"e and it( ad$antage(
Mar*et o&&ort#nity
Management team
9ra"* re"ord= if any
4inan"ial &ro5e"tion(
4#nding re7#irement(
4inan"ial &ro5e"tion( (/o#ld ;e (#mmari(ed and /ig/lig/ted> 9/e follo:ing format i(
(#gge(ted a( a g#ideB
Year 1 Year 2 Year 3
Sales
Exorts
!et Profit before Tax
"nvestment
Emloyment
! .emem;er t/at &otential in$e(tor( often ma*e a &ro$i(ional 5#dgement ;a(ed on t/e
e!e"#ti$e (#mmary= and t/at t/eir de"i(ion to read t/e main ;ody of t/e ;#(ine(( &lan :ill
de&end on t/e information &re(ented /ere> 9/e a&&endi"e( at t/e ;a"* of t/e &lan
"ontain more detailed information to (#&&ort t/e main te!t of t/e ;#(ine(( &lan> >>
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Strictly Private & Confidential
<<Company Name>> <<Year>> <<Logo>>
2. Comany #escrition
Promoters and S$are$olders
<< 'e("ri&tion of t/e &eo&le in$ol$ed in (tarting t/e ;#(ine((B
Promoter(
Management (tr#"t#re and area( of re(&on(i;ility
S/are/older( name(= no> of (/are(= C (/are/olding and "a(/ in$e(tment to date
Advisors
<< 4inan"ial= legal= and ot/er ad$i(or( (/o#ld ;e li(ted= :it/ name(= addre((e( and "onta"t
detail(> >>
Products and services
<< E!&lain "learly :/at yo#r &rod#"t or (er$i"e i( and :/at it doe(>
Ba"*gro#nd to it( de$elo&ment
Benefit( and 4eat#re(
Uni7#e (elling &oint(
Ad$antage( to "#(tomer(
'i(ad$antage( or :ea* &oint(
4#t#re de$elo&ment( >>
%ong Term Aim of t$e &usiness
<< State t/e longDterm aim of t/e ne: ;#(ine((> >>
'b(ectives
<< State t/e (&e"ifi" mile(tone( to ;e a"/ie$ed ;y t/e "om&any o$er t/e ne!t fi$e year(
@(ale(= e!&ort(= em&loyment= &rod#"t de$elo&ment= et"> >>
S)'T Analysis
<< Analy(e t/e (trengt/( and :ea*ne((e( of t/e ;#(ine(( and &rod#"t or (er$i"e= t/e
o&&ort#nitie( t/at e!i(t in t/e mar*et&la"e= and t/e t/reat( to t/e $ia;ility of t/e &ro5e"t> 9/i(
i( ;e(t done in a matri! diagram a( follo:(B
Strengt$s

)ea*nesses

'ortunities

T$reats

>>
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Strictly Private & Confidential
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3. +ar*et Analysis
<< 9/i( (e"tion "o$er( mar*et re(ear"/ and "om&etitor analy(i(> Yo# m#(t (/o: t/at yo#
/a$e done t/e mar*et re(ear"/ to 5#(tify t/e &ro5e"tion( made in yo#r ;#(ine(( &lan> It m#(t
demon(trate t/at t/ere i( a $ia;le mar*et and t/at yo# "an ;eat t/e "om&etition in t/e mar*et
for (ale(> >>
Target +ar*et
<< 9/e mar*et to :/i"/ yo# are &lanning to (ell t/e &rod#"t or (er$i"e> Analy(e t/e
(egment( of t/i( mar*et a( follo:(B
SiEe of ea"/ mar*et (egment
I( t/e (egment gro:ing or de"liningF
C/ara"teri(ti"( of &otential "#(tomer( in ea"/ (egment >>
Total +ar*et ,aluation
<< S/o: t/e total &otential $al#e of t/e mar*et for t/i( ty&e of &rod#"t or (er$i"e= in all t/e
targeted mar*et(= dome(ti" and international> >>
Target Comany revenue
<< 9/e(e fig#re( are t/e ;a(i( for t/e (ale( fig#re( in yo#r finan"ial &ro5e"tion( and m#(t ;e
;a(ed on reali(ti" a((e((ment(> In"l#de a$erage deal (iEe= lengt/ of (ale( "y"le= re"#rring
re$en#e(>>
+ar*et Trends
<< Analy(e :/at i( /a&&ening in t/e mar*etB
.e"ent "/ange(
4#t#re &redi"tion(
'ri$er( (#"/ a( demogra&/i" "/ange(= e"onomi" and legi(lati$e fa"tor(
Im&li"ation( for yo#r &rod#"t or (er$i"e
Yo#r &lan( to meet f#t#re demand( and "/ange( in t/e mar*et >>
Profile of Cometitors
<<Analy(i( of yo#r "om&etitor( in t/e mar*etB
G/at are t/e "om&eting &rod#"t( and (er$i"e(F
Profile of *ey &layer( @"om&any (iEe= t#rno$er= &rofita;ility et" and t/eir mar*et (/are
Ad$antage( and di(ad$antage( of t/e "om&etitor(A offering( >>
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Cometitive Advantage
<< 9/i( i( yo#r a((e((ment of :/y &otential "#(tomer( :ill "/oo(e to ;#y yo#r &rod#"t in
&la"e of t/o(e &rofiled a;o$e> Ad$antage( may in"l#deB
Uni7#e feat#re(
Pri"e
Ne: te"/nologie( or (y(tem(
Better $al#e to "#(tomer( in term( of effi"ien"y or .OI or "o(t,;enefit ratio(
Greater "om&ati;ility :it/ e!i(ting (y(tem(
In"l#de any inde&endent $alidation or "a(e (t#die( >>
&enefits to Clients
<< 9/i( i( :/at yo#r &rod#"t or (er$i"e &ro$ide( to &otential "#(tomer( in term( of t/eir o:n
;#(ine(( goal(> 'oe( yo#r &rod#"t or (er$i"e ena;le t/em toB
In"rea(e (ale(
In"rea(e effi"ien"ie(
Sa$e moneyF
Sa$e timeF
Ma!imi(e re(o#r"e(F
.ed#"e error(F
.ed#"e do:ntimeF
Im&ro$e C#(tomer Ser$i"e= red#"e "/#rn= in"rea(e loyalty
G/at :ill ;#ying yo#r &rod#"t or (er$i"e a"t#ally do for t/e "#(tomerF >>
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-. +ar*eting.Sales Strategy
<< 9/i( (e"tion (et( o#t yo#r (trategie( for rea"/ing yo#r target mar*et= aro#(ing t/eir intere(t
in yo#r &rod#"t or (er$i"e= and a"t#ally deli$ering t/e &rod#"t or (er$i"e to t/em in (ale(> >>
+ar*eting Strategy
<< Ho: yo# :ill &o(ition yo#r &rod#"t or (er$i"e in t/e mar*et and differentiate it from it(
"om&etitor(B
G/i"/ (egment( of t/e mar*et :ill ;e targeted fir(t and :/yF
Ho: :ill t/i( ;e de$elo&ed to rea"/ t/e f#ll target mar*etF
Ho: :ill yo# differentiate yo#r &rod#"t or (er$i"eF
G/at *ey ;enefit( :ill ;e /ig/lig/tedF
G/at &otential "#(tomer( /a$e yo# already targetedF
Ha$e yo# a te(t (ite in o&eration= and :/at feed;a"* i( "oming from t/i(F
G/at "onta"t( "an ;e #(ed to generate mar*et a:arene(( and (ale(F
G/o :ill do t/e mar*etingB (taff= agen"y= re&(F >>
/evenue Sources
<< G/at "ontri;#tion( to re$en#e and &rofit :ill yo#r ;#(ine(( /a$eF

Irl EU US .e(t of
Gorld
Prod#"t(
Ser$i"e(
Li"en"e(
After (ale(
U&grade(
Sales Strategy
<< Ho: yo# :ill (ell yo#r &rod#"t or (er$i"e to t/e target mar*et>
'ire"tly
.etail
'i(tri;#tor
Agent
Sale( re&
Ge;(ite
.e$en#e S/aring Partner(
Analy(e for ea"/ met/od t/e "o(t( in$ol$ed= :/et/er it :ill rea"/ t/e intended mar*et
effi"iently= t/e "ontrol yo# :o#ld retain o$er t/e &ri"ing and &o(itioning= t/e logi(ti"(= and t/e
o$erall integration :it/ yo#r mar*eting (trategy> State t/e ad$antage( of t/e met/od( yo#
/a$e "/o(en to (ell yo#r &rod#"t or (er$i"e> >>
Pricing
<< Ho: yo# :ill (et t/e &ri"e "/arged for yo#r &rod#"t or (er$i"e> Con(ideration( in"l#deB
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Strictly Private & Confidential
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Com&etitor(A &ri"e(
Le$el of "om&etition in t/e mar*et
Per"e&tion of 7#alityD&ri"e relation(/i& ;y "#(tomer(
Prod#"tion "o(t( and o$er/ead(
C/ain of di(tri;#tion and t/e addedD$al#e at ea"/ (tage
9/e e!tent to :/i"/ t/e ;#yer "an "ontrol t/e &ri"e
State /o: ea"/ &rod#"t or (er$i"e :ill ;e &ri"ed= referring to t/e in"ome (o#r"e( a;o$e> >>
+ar*eting and Communications Strategy
<< Ho: yo# :ill &romote yo#r &rod#"t or (er$i"e in t/e mar*et&la"e>
Ad$erti(ing I :/ere= :/en= /o:= to :/om
P#;li" relation(
'ire"t mar*eting
Ge;(ite and internet mar*eting
E!/i;ition( and "onferen"e(
Gord of mo#t/ >>
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Strictly Private & Confidential
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0. /esearc$ and #eveloment
Tec$nology /oadma
<< S/o: t/e intended f#t#re de$elo&ment of yo#r &rod#"t or (er$i"e= i>e>= "/ange( to meet
f#t#re mar*et demand(= ada&tation( to international mar*et(= or #&grade(> Al(o detail &lan(
for ne: &rod#"t( or (er$i"e( to add to t/e range>
In"l#de
9eam,'e&artment (tr#"t#re
Met/odology
Platform( #(ed
Mile(tone( to ;e a"/ie$ed
Sy(tem O$er$ie: 'iagram>>
/esearc$ and #eveloment
<< Indi"ate :/et/er yo# :ill /a$e ongoing .0' a( an a"ti$ity of t/e "om&any= :/at area( t/i(
:ill ;e e!&loring and :/at f#t#re "ontri;#tion( to t/e "om&any yo# e!&e"t from t/i( re(ear"/>
>>
Tec$nical Partners
<< Li(t all &artner( and indi"ate nat#re of in$ol$ement >>
"P1 Patents1 Coyrig$ts1 &rands
<< Indi"ate any &rote"tion a$aila;le for yo#r &rod#"t or (er$i"eB :/et/er t/e te"/nology "an
;e or /a( ;een &atented= :/et/er yo# "an a$ail of "o&yrig/t or trademar* regi(tration= and
t/e ;rand image yo# intend to ;#ild #& a( a &rote"tion again(t "om&etition> >>
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1
Strictly Private & Confidential
<<Company Name>> <<Year>> <<Logo>>
2. Staffing and 'erations
<< 9/i( i( :/ere yo# :ill o#tline t/e intended (tr#"t#re of t/e "om&any in term( of
management= n#m;er of em&loyee(= and t/e &/y(i"al o&erational re7#irement( to &rod#"e or
(#&&ly t/e &rod#"t or (er$i"e> >>
+anagement 3including &oard4 'rganisation C$art
<< In"l#de a diagram of t/e :ay in :/i"/ t/e management of t/e ne: $ent#re :ill ;e
organi(ed> 9/i( (/o#ld (/o: t/e area( of re(&on(i;ility of ea"/ manager and t/e em&loyee(
to ;e ta*en on o$er t/e ne!t t/ree year(> >>
Staffing
<< State :/at em&loyee( :ill ;e ta*en on o$er t/e ne!t t/ree year(= :it/ :/i"/ (*ill(= in :/i"/
area( of t/e ;#(ine((> >>
Training Plans
<< O#tline t/e &lanned em&loyee and management de$elo&ment to ;e #nderta*en in order to
maintain a (*illed :or*for"e> 9/i( (/o#ld al(o tie in :it/ t/e f#t#re mar*et de$elo&ment( and
any ne: &rod#"t or (er$i"e de$elo&ment(> >>
'erations
<< State t/e &/y(i"al re7#irement( of t/e ;#(ine((B
Premi(e(
E7#i&ment
Prod#"tion fa"ilitie(
Infra(tr#"t#re
Comm#ni"ation( fa"ilitie(
Co(t( in$ol$ed
S#&&lier( >>
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3
Strictly Private & Confidential
<<Company Name>> <<Year>> <<Logo>>
5. 6inancial Pro(ections
I Jey A((#m&tion( &
II Profit and Lo(( A""o#nt( &
III Balan"e S/eet( &
IK Ca(/flo: &
/e7uirements for Prearation of Pro(ections
1> O&ening fig#re( in"l#ded ;a(ed on late(t Mgmt,A#dited a""o#nt(
%> S/are/older( 4#nd analy(ed into S/are Ca&ital= S/are Premi#m
and .etained Profit(
)> Sale( A((#m&tion( &ro$ided ;y #nit= &ri"e (egment 0 geogra&/y
and re"on"iled to &i&eline
+> E!&endit#re "ategori(ed into .0'= Admin and O$er/ead( and
Promoter( , *ey manager( (alarie(
-> Identifi"ation of mont/ly and "#m#lati$e "om&any o&erational
defi"it(
2> Sen(iti$ity analy(i( may ;e re7#ired= detailing (trategie( to ;e
im&lemented if (ale( or e!&endit#re target( are not met>
1> Pro5e"tion( (/o#ld identify (e&arately O&erational Ca(/ 4lo: and
e!ternal Ca(/ In5e"tion(
'"i doc&ment i t"e proprietary property of <<Company Name>>*
Copying or ot"er:ie ditrib&ting t"e information contained "erein i a breac" of confidentiality agreement*
6
Strictly Private & Confidential
<<Company Name>> <<Year>> <<Logo>>
I Key Assumptions
<< 9/i( (e"tion re$ie:( t/e *ey a((#m&tion( #(ed in t/e finan"ial &ro5e"tion(> It i( a g#ide to
e!&lain /o: *ey fig#re( in t/e finan"ial &ro5e"tion( :ere arri$ed at> In"l#ded /ere (/o#ld ;e
item( (#"/ a(B
In"ome (o#r"e(
N#m;er of em&loyee( &ro5e"ted for ea"/ year and t/eir intended (alarie(
Pro5e"ted in$e(tment in e7#i&ment and material(
Pro5e"ted .0' "o(t(
'e&re"iation allo:ed for
E!&e"ted rent and rate( "/arge(
Creditor day( e!&e"ted and de;tor day( allo:ed
E!&en(e "al"#lation(
9/i( (e"tion (/o#ld ;e ;rief and to t/e &oint> 4#rt/er detail regarding t/e(e item( "an ;e
&la"ed in t/e A&&endi"e(> >>
'"i doc&ment i t"e proprietary property of <<Company Name>>*
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Strictly Private & Confidential
<<Company Name>> <<Year>> <<Logo>>
II Profit & Loss Accounts
<< Atta"/ /ere &ro5e"ted &rofit and lo(( a""o#nt( for t/e fir(t t/ree year( of t/e "om&anyA(
o&eration(> >>
'"i doc&ment i t"e proprietary property of <<Company Name>>*
Copying or ot"er:ie ditrib&ting t"e information contained "erein i a breac" of confidentiality agreement*
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Strictly Private & Confidential
<<Company Name>> <<Year>> <<Logo>>
III Balance Sheets
<< Atta"/ /ere &ro5e"ted ;alan"e (/eet( for t/e fir(t t/ree year( of t/e "om&anyA( o&eration(>
>>
'"i doc&ment i t"e proprietary property of <<Company Name>>*
Copying or ot"er:ie ditrib&ting t"e information contained "erein i a breac" of confidentiality agreement*
1%
Strictly Private & Confidential
<<Company Name>> <<Year>> <<Logo>>
IV Cashflow
<< Atta"/ /ere a mont/ly "a(/flo: &redi"tion for t/e fir(t t:o year( of t/e "om&anyA(
o&eration(> >>
'"i doc&ment i t"e proprietary property of <<Company Name>>*
Copying or ot"er:ie ditrib&ting t"e information contained "erein i a breac" of confidentiality agreement*
1)
Strictly Private & Confidential
<<Company Name>> <<Year>> <<Logo>>
8. Sales Pieline
9a;le a( follo:(B
Name of C#(tomer SiEe of 'eal 'ate PO e!&e"ted Pro;a;ility C of
Getting Sale
'"i doc&ment i t"e proprietary property of <<Company Name>>*
Copying or ot"er:ie ditrib&ting t"e information contained "erein i a breac" of confidentiality agreement*
1+
Strictly Private & Confidential
<<Company Name>> <<Year>> <<Logo>>
9. 6unding /e7uirements
<< State /ere t/e total f#nding re7#irement( of t/e ;#(ine((= and /o: t/o(e are intended to
;e &ro$ided> Yo# :ill al(o need to (tate t/e a&&ro!imate ;rea*do:n of /o: t/e(e f#nd( are
to ;e (&ent>
Sources:
Promoter(A f#nd(
Ban* lending
Grant( or loan( from agen"ie(
In$e(tment already re"ei$ed
In$e(tment (o#g/t
/e7uired for:
E7#i&ment
.0'
Mar*eting
Staffing >>
'"i doc&ment i t"e proprietary property of <<Company Name>>*
Copying or ot"er:ie ditrib&ting t"e information contained "erein i a breac" of confidentiality agreement*
1-
Application for Start-up Entrepreneur Programme
9. Aendices
<< 9/i( (e"tion i( #(ed to &ro$ide t/e detailed data on :/i"/ t/e main te!t of t/e ;#(ine((
&lan i( ;a(ed= and to &ro$ide e!tra information of intere(t to t/e reader( of t/e ;#(ine(( &lan>
Item( for in"l#(ion in a&&endi"e( $ary from ;#(ine(( to ;#(ine((= ;#t normally in"l#de (ome
of t/e follo:ingB
Promoter(A CK(
'etailed finan"ial a((#m&tion(
Mo(t re"ent Com&any A#dited A""o#nt(
S/are Ca& ta;le and In$e(tment /i(tory
9erm S/eet from Potential In$e(tor(
'etailed mar*et re(ear"/ finding(
Promotional literat#re
Prod#"t or (er$i"e information
'etail( of "om&any :e;(ite
9e(timonial( or letter( of intent from "#(tomer( >>
'"i doc&ment i t"e proprietary property of <<Company Name>>*
Copying or ot"er:ie ditrib&ting t"e information contained "erein i a breac" of confidentiality agreement*
12