Business Plan Template
Five Important Tips
Before You Start!
1.    The business plan should tell a compelling story about your business, explaining who, what, when, where, how and why.
2.   Your plan should be focused and clear. It's not about the number of pages or style of the cover.
3.    The plan should define specific business objectives and goals with general parameters to guide the organization.
4.   Writing a business plan should force logic and discipline into a business.
5.   A good business plan is a living document. It should be updated regularly.
SBM
U.S. Small Business Administration
U.S. Small Business Administration
Small Business Training Network
www.sba.gov/training
Title Page
Your Company Name
Business Plan
Date
Street Address
City, State & Zip Code
Phone Number
E-Mail Address
Web Address
2
Table of Contents
1.   Table of Contents.......................
2.  Executive Summary.....................
3.  Business Description & Vision........
4.  Definition of the Market...............
5.  Description of Products and Services
6.   Organization & Management..........
7.  Marketing and Sales Strategy.........
8.  Financial Management.................
9.  Appendices...............................
3
Executive Summary
This section should:	•      Be written last •      Provide an enthusiastic snapshot of your company, explaining who you are, what you do and why •      Be less than 2 pages
After reviewing this section the reader should:	•      Want to learn more about your business •      Have a basic understanding about your company
Start here...
4
Business Description & Vision
This section should include:	•      Mission statement (business purpose) •      Company vision (statement about company growth) •      Business goals and objectives •      Brief history of the business •      List of key company principals
After reviewing this section the reader should know:	•      Who the business is and what it stands for •      Your perception of the company' s growth & potential •      Specific goals and objectives of the business •      Background information about the company
Start here.
5
Definition of the Market
This section should:	•      Describe your business industry and outlook •      Define the critical needs of your perceived or existing market •      Identify your target market •      Provide a general profile of your targeted clients •      Describe what share of the market you currently have and/or anticipate
After reviewing this section the reader should know:	•      Basic information about the industry you operate in and the customer needs you are fulfilling •      The scope and share of your business market, as well as who your target customers are
Start here.
6
Description of Products and Services
This section should:	•     Specifically describe all of your products and services
	•     Explain how your products and services are
	competitive
	•     If applicable, reference a picture or brochure of your
	products, which would be included in the plan's
	appendix
After reviewing this	•     Why you are in business
section the reader	•     What your products and services are and how much
should know:	they sell for
	•     How and why your products & services are
	competitive
Start here
7
Organization & Management
	
This section should:	•     Provide a description of how your company is
	organized as well as an organization chart, if available
	•     Describe the legal structure of your business
	(proprietorship, partnership, corporation, etc.)
	•     Identify necessary or special licenses and/or permits
	your business operates with
	•     Provide a brief bio description of key managers within
	the company
	
After reviewing this	•     The legal form of ownership for your business
section the reader	•     Who the leaders are in your business as well as their
should know:	roles
	•     The general flow of operations within the firm
Start here
8
Marketing and Sales Strategy
This section should:	•      Identify and describe your market - who your customers are and what the demand is for your products & services •      Describe your channels of distribution •      Explain your sales strategy, specific to pricing, promotion, products and place (4Ps)
After reviewing this section the reader should:	•      Who your market is and how you will reach it •      How your company will apply pricing, promotion, product diversification and channel distribution to sell your products and services competitively
Start here.
9
Financial Management
This section should include: Click here: for automated Balance Sheet template Click here: for automated Income Statement template Click here: for automated Cash Flow Statement template	New Business •      Estimate of start-up costs •      Projected balance sheet (1 year forward) •      Projected income statement (1 year forward) •      Projected cash flow statement (12 months forward) Existing Business •      Balance sheets (last 3 years) •      Income statements (last 3 years) •      Cash flow statement (12 months) If Applying for a Loan •      Current personal financial statement on each principal •      Federal tax return for prior year
After reviewing this section the reader should:	•     Have a good understanding regarding the financial capacity and/or projections for your company
Start here.
10
Appendices
This section should	•     Company brochures
include as attachments:	•     Resumes of key employees
	•     List of business equipment
	•     Copies of press articles and advertisements (if
	available)
	•     Pictures of your business location and products
	(optional)
	•     Information supporting the growth of your industry
	and/or products (optional)
	•     Key business agreements, such as lease, contracts, etc.
	(optional)
Start here
11