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Writing a Business Plan Guidelines

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Writing a Business Plan Guidelines Powered By Docstoc
					This is a template that provides information about how to prepare a professional and
thorough business plan. This template covers the personal details of the author,
proposed business venture, proposed company profile, marketing plans, and financial
plans. In addition, this template includes a Strengths, Weaknesses, Opportunities, and
Threats (SWOT) analysis associated with the proposed businesses venture. This
template is ideal for individuals that want to start a small business and want more
information about how to prepare a business plan.
Writing a Business
       Plan
      Guidelines

       (Insert Year)
Contents
SUMMARY ............................................................................................................................................................ 4
PERSONAL DETAILS .......................................................................................................................................... 5
   1.  Name of the business: ............................................................................................................................ 5
   2.  Type of business: ................................................................................................................................... 5
   3.  Name(s) of the owners(s): ..................................................................................................................... 5
   4.  Address: ................................................................................................................................................. 5
   5.  Telephone number: ................................................................................................................................ 5
   6.  Date presented: ...................................................................................................................................... 5
   7.  Educational qualifications: .................................................................................................................... 5
   8.  Work experience: ................................................................................................................................... 5
   9.  Completed vocational training courses: ................................................................................................. 5
   10. Licenses #: ............................................................................................................................................. 5
   11. Membership of Professional or Organized Bodies: ............................................................................... 5
PROPOSED BUSINESS VENTURE .................................................................................................................... 6
   1.  A description of the service or product you intend to provide:.............................................................. 6
   2.  Short-term business goals: ..................................................................................................................... 6
   3.  Long-term business goals: ..................................................................................................................... 6
   4.  Inventory of your vehicle(s), machinery and equipment: ...................................................................... 6
PROPOSED COMPANY PROFILE ...................................................................................................................... 7
   1.  Proposed Type of Business Ownership: ................................................................................................ 7
   2.  Proposed Location of Business:............................................................................................................. 7
   3.  Proposed Number of Permanent Employees: ........................................................................................ 7
   4.  Proposed Number of Casual Employees: .............................................................................................. 7
   5.  Proposed Management & Administrative Structure: ............................................................................. 7
   6.  Who is the management (director(s)) of the company? Is that the same person as the owner of the
   company? ........................................................................................................................................................ 7
   7.  Who is responsible for what? ................................................................................................................ 8
   8.  Who is doing the bookkeeping? ............................................................................................................ 8
   9.  Who is going to pay the employees? ..................................................................................................... 8
MARKETING PLAN ............................................................................................................................................. 9
   1.  Give the names of organizations and companies you are going to offer your services and products to: 9
   2.  What are the ways you are finding tenders? .......................................................................................... 9
   3.  Names of persons or companies you are buying your materials and equipment from: ......................... 9
   4.  Explain if you are buying all your supplies in big amounts (bulk; to get discounts) from one supplier:9
   5.  Explain if you are buying different materials at different companies: ................................................... 9
   6.  Explain when and how you pay for your supplies: ................................................................................ 9
   7.  Explain how you make the name of your company known to your clients: .......................................... 9
SWOT Analysis .................................................................................................................................................... 10
    1.     Strengths .............................................................................................................................................. 10
    2.     Weaknesses.......................................................................................................................................... 10
    3.     Opportunities ....................................................................................................................................... 10
    4.     Threats ................................................................................................................................................. 10
Financial Plan........................................................................................................................................................ 11
       1.       Income Statement ................................................................................................................................ 11
       2.       Output: Profits or Losses: .................................................................................................................... 11
       3.       Cash Flow projection for a project ...................................................................................................... 12
       4.       Output: ................................................................................................................................................. 12
       5.       Balance Sheet ...................................................................................................................................... 13
       6.       Security Available: (description & value) ........................................................................................... 13




© Copyright 2013 Docstoc Inc.                                                                                                                                3
                                    SUMMARY
Your summary should be concise and positive. It should motivate interest in your business
and should contain the following information:


      A description of the service or product you intend to provide
      Why you believe your business will work
      Why you believe you should get financing
      Your short, medium and long-term business goals and objectives


Your goals should be realistic and achievable.


The impressions in the summary are often lasting impressions, so make your motivation
interesting and positive. It is your way of selling your ideas, yourself, your business and your
products to others.




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                        PERSONAL DETAILS

   1. Name of the business:



   2. Type of business:



   3. Name(s) of the owners(s):



   4. Address:



   5. Telephone number:



   6. Date presented:



   7. Educational qualifications:



   8. Work experience:



   9. Completed vocational training courses:



   10. License #’s:



   11. Membership of Professional or Organized Bodies:




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           PROPOSED BUSINESS VENTURE

   1. A description of the service or product you intend to provide:




   2. Short-term business goals:




   3. Long-term business goals:




   4. Inventory of your vehicle(s), machinery and equipment:




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         PROPOSED COMPANY PROFILE
   1. Proposed Type of Business Ownership:




   2. Proposed Location of Business:




   3. Proposed Number of Permanent Employees:




   4. Proposed Number of Casual Employees:




   5. Proposed Management & Administrative Structure:




   6. Who is the management (director(s)) of the company? Is that the same person as the
      owner of the company?




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   7. Who is responsible for what?




   8. Who is doing the bookkeeping?




   9. Who is going to pay the employees?




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                          MARKETING PLAN
   1. Give the names of organizations and companies you are going to offer your services
      and products to:




   2. What are the ways you are finding tenders?




   3. Names of persons or companies you are buying your materials and equipment from:




   4. Explain if you are buying all your supplies in big amounts (bulk; to get discounts)
      from one supplier:




   5. Explain if you are buying different materials at different companies:




   6. Explain when and how you pay for your supplies:




   7. Explain how you make the name of your company known to your clients:




© Copyright 2013 Docstoc Inc.                                                        9
                            SWOT Analysis
In your SWOT-analysis you are first going to analyze your company. First you write
down the strengths and weaknesses of your company. After that you are going to
write down the opportunities and threats for your company.


   1. Strengths




   2. Weaknesses




   3. Opportunities




   4. Threats




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                                Financial Plan
In order to make a detailed and accurate Financial Plan, we advise you to do a
relevant financial course.


    1. Income Statement




Income                                        Expenses
                                              - Expense 1                    $
-   Income 1                    $             - Expense 2                    $
-   Income 2                    $             - Expense 3                    $
-   Income 3                    $             - Expense 4                    $



Total Income                    $             Total Expenses                 $




    2. Output: Profits or Losses:




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   3. Cash Flow projection for a project




Date      Activity                  Expenses    Income   Cash Flow
                                    $           $        $
                                    $           $        $
                                    $           $        $
                                    $           $        $
                                    $           $        $
                                    $           $        $
                                    $           $        $
          Total                     $           $        $




   4. Output:




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   5. Balance Sheet




Assets                               Liabilities
Long-Term                            Long -term




Short-term                           Short-term




Total Assets                         Total liabilities




   6. Security Available:




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DOCUMENT INFO
Description: This is a template that provides information about how to prepare a professional and thorough business plan. This template covers the personal details of the author, proposed business venture, proposed company profile, marketing plans, and financial plans. In addition, this template includes a Strengths, Weaknesses, Opportunities, and Threats (SWOT) analysis associated with the proposed businesses venture. This template is ideal for individuals that want to start a small business and want more information about how to prepare a business plan.
This document is also part of a package Business Planning Starter kit 22 Documents Included