Parts of a Business Plan

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  • Created by: Benjhigg
  • Created on: 22-04-15 11:43

Part 1: Organisational Plan

  • Summary description of the business
  • Products
  • Services
  • Intellectual property - your thoughts
  • Location (not tied to marketing)
  • Legal structure
  • Management and personnel
  • Accounting and legal
  • Insurance - public/private liability
  • Security - CCTV, software against daa theft
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Part 2: Marketing plan

  • Overall and goals of the marketing strategy
  • Market analysis - Target market competition, industry trends
  • Marketing strategy - distribution, packaging, pricing, branding, database marketing, sales stratefies, promotions, advertising straegies, public relations, networking
  • Customer service
  • Implementation of strategy
  • Assessment of marketing effectiveness
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Part 3: Financial Documents

  • Quantitative
  • Sources and uses of funding text documents
  • Pro Forma financial satements - budgeting, anticipating costs, above or below budget
  • Historical financial statements - cash flow forecast, balance sheets
  • Financial statement analysis - looking at accounts to see how efficient the business is
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Part 4: Supporting Documents

  • Personal CV
  • Owner's financial statements
  • Credit reports
  • Reference letters
  • Location analysis
  • Legal documents - leases, contracts, agreements
  • Demographic studies
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