BUSINESS PLAN OUTLINE

1. TITLE PAGE ............................................................................................ ____________/5

The following information must appear on the title page:
Name of Business
Location of Business City, State
Owners Name
Date
Logo and Slogan
2. TABLE OF CONTENTS ............................................................................. ____________/5
3. DESCRIPTION AND ANALYSIS OF THE BUSINESS SITUATION
A. Introduction: type of business, brief description of major
products or services offered by the business ...........................................____________/15
B. Self-analysis: personal experience and/or training in proposed field ........____________/15
C. Trade Area Analysis: Ideal customer and location: geographic,
demographic and psychographic analysis of trading area. ........................ ____________/20
D. Proposed organization: type of proposed ownership, needed steps in
starting to the business, planned personnel and compensation ................. ____________/15
E. Mission Statement ................................................................................ ____________/10
4. PROPOSED MARKETING/PROMOTION PLAN
A. Proposed product or service: details of specific product(s) or service(s)
to be offered with prices ......................................................................... ___________/20
B. Proposed pricing policy: listing of products and prices,
relationship to competitors, and psychological pricing strategy .................. ___________/15
C. Personal Promotion: Non-media sales plan ........................................... ___________/10
D. Non-personal Promotion: Medium chosen with justification
(TV, Billboard, etc.) Specifics of the media (Example: TV: channel,
time of day, etc. Billboard: Locations, Radio: Station, time of day etc,
Newspaper: Name of paper, specific days of the week) ........................... __________/20
5. PROPOSED FINANCING PLAN
A. Projected income statement: projected budget describing revenue
and expenses for the first year ............................................................... ___________/15
B. Projected three-month plan: (5% increase per year) describe planned
growth, including financial resources and needs ...................................... ___________/10
C. External capital: Determining the amount of loan necessary,
start-up costs........................................................................................ ___________/10
D. Repayment plan: plan to repay borrowed funds or provide return
on investment to equity funds................................................................. ___________/10

6. APPENDIX
A. Professional Business Logo (color) ......................................................... ___________/10
B. Promotion Materials (Minimum of THREE forms) ..................................... ___________/30
Billboard
Magazine Ad
Newspaper ad
Transit (bus, train, taxi, subway, skywriting, trucking etc.)
Brochure
Flier
Business Card (with owners pictures)
Coupons
C. Organizational Chart .............................................................................
D. Equipment and Supplies Needed (document all websites and prices) .....
E. Job Advertisement ................................................................................
EXTRA CREDIT
Business Slogan ........................................................................................
Map of specific location of business ...........................................................
Printouts of Equipment Purchased ................................................................
Detailed Store Layout ..................................................................................

________/10
________/5
________/5
________/3
________/2
________/5
________/5

Guidelines for Business Plan

Major content of the typewritten or word-processed plan must be

double-spaced. Financial reports may be single-spaced, 12 point font
& 1 inch margins. ........................................................................................ ____________/10
The body of the plan must a minimum of 10 pages long
(not including title page, table of contents and appendix) ................................ ____________/10
Feasibility .................................................................................................. ____________/10
TOTAL ____________/285

Grade ____________

BUSINESS PLAN PRESENTATION

Final
Evaluation
Description and Analysis of the Business Situation
A.
B.
C.
D.

Introduction
Self-Analysis
Analysis of trading area, customer, and location
Proposed Organization

Excellent

Above
Average

Fair

Poor

5
5
5
5

4
4
4
4

3
3
3
3

2
2
2
2

1
1
1
1

Marketing Plan
A. Mission Statement
B. Proposed Product / Service
C. Pricing Policies
D. Personal Promotion
E. Non Personal Promotion

5
5
5
5
5

4
4
4
4
4

3
3
3
3
3

2
2
2
2
2

1
1
1
1
1

Proposed Financial Plan

A. Projected Cost of Capital
B. Internal and External Financing
C. Projected Net Cash Flow
D. External Financing Payment Plan
E. Revised Net Cash Flow

5
5
5
5
5

4
4
4
4
4

3
3
3
3
3

2
2
2
2
2

1
1
1
1
1

Visual presentation (PowerPoint)

Clarity, spelling, impact, effectiveness

Presentation Skills and Appearance

Professional dress

Company Logo

Overall effectiveness of the presentation

15-13
12-10
9-7
*Time Deductions (5 points every minute over/under 15-20 minutes)
TOTAL POINTS POSSIBLE 100 Total Points Earned ____________________

6-4