List of Standard Business Plan Categories

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List of Standard Business
Plan Categories
This Business Plan document lists different categories, and sub categories that could
possibly go in a business plan. Some of these categories include: an Executive
Summary, Current Situation, Investment Profile, Preliminary Details, and a Services
category. This document may be tailored by the person using the form to match the
specific business plan that is being written. This list is most useful to individuals or
businesses when creating business plans.
                            BUSINESS PLAN CATEGORIES
This is a list of all the different categories and sub categories that COULD possible go in a
business plan, this doesn’t mean that they all SHOULD go in the business plan. You tailor it
based on the specific plan that you are writing.

Business Plan Template
Executive Summary
        The Opportunity
        Products and Services
        Management Team
        Strategy
        Revenue Model
        Sales/Marketing
        Start Up Costs
        Projected Financials
        Current Status
        Vision, Mission, Values
         Objectives
         Mission
        Keys to Success

Current Situation
        Basic Corporate Data
        Vision Mission Values
        History and Current Status
        Organization and Management
        Infrastructure
        Products and Services
        Core Competencies
        Ownership structure
        Start-up summary
        Location and facilities

Investment Profile
        Funding Requirements
        Exit Strategies

Preliminary Details
         Contact Information
         Management Team
Professional Advisors
         Legal Notice

Products and Services
        Product Description
        Required Hardware
Services
           Description
           Competitive comparison
           Sales marketing material
           Fulfillment capabilities
           Technology
           Future services


Market Analysis
       Our Market
       Competition
       Competitors
       Competitive advantages

           Segmentation
           Target Market Strategy
                   Needs
                   Growth
                   Trends
           Service business analysis
                   Participants
                   Distribution patterns
                   Competition and buying patterns
                   Main competitors

Strategy
        Objective
        Strategic Model/Plan
        Milestones

           Strategy Pyramid
           Value Prop

           Marketing strategy
                   Positioning
                   Pricing
                   Promotion
                   Distribution
                   Marketing


           Alliances
           Milestones




Sales Forecasts
Overview
Key Assumptions
Total Sales
        Marketing Plan
        Sales Volume
        Production Costs
        Pricing
        Gross Profit from Sales

Sales Strategy
        Forecast
        Programs

Financial Analysis
        Breakeven
        Start Up Costs
        Income statement
        Cash Flow
        Capital spending
        Staff costs
        Other Operating Costs
        Profit and Loss Statement
        Balance Sheet
        Cash Flow and Funding Requirements
        Valuation

        Start-up funding
        Investment offering
        Assumptions
        Key financial indicators
        Ratios

Operations
       Operating Plan
       Organizational Chart

    Management Summary
       Org structure
       Team
       Team Gaps
       Personnel Plan


Risk Analysis
        SWOT - Strengths, Weaknesses, Opportunities, and Threats
        Critical Assumptions
        Critical success factors
        Specific risks and their solutions
        Alternative scenarios
       Sensitivity Analysis


Annexes
A.    Detailed Financial Data
B.     Graphs and Charts
C.    Articles
D.    Citations

								
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