TIPS FOR PACKAGING THE BUSINESS PLAN
1. TITLE PAGE
2. TABLE OF CONTENTS
3. FINANCING PROPOSAL SUMMARY
4. EXECUTIVE SUMMARY
• Business Concept and Mission Statement
• Operating Plan Summary
• Marketing Plan Summary
• Financial Plan Summary
5. BUSINESS DESCRIPTION
• Firm Identification
• Business History
• Management/Key People
• Products/Services
6. OPERATING PLAN
• Location
• Operational and Quality objectives, strategies(VFP & KPI)
Operational & Quality At the time of At the time of
Objectives/Valuable Final buying, (% or #) selling,(% or #)
Product(VFP)
1.
2.
How…………
• Operation Procedures
• Facilities and layout
• Purchasing and Distribution
• Inventory Management and Control
• Quality Control and Customer Service
7. ORGANIZATION PLAN
• Legal form of ownership
• Management Philosophy
• Organization Structure
• HR Objectives & Strategies (VFP & KPI)
Objectives/Valuable Final At the time of At the time of
Product(VFP) buying, (% or #) selling,(% or #)
©[email protected], 2016
1.
2.
How…………………….
• Key Personnel Assessment/Job description
8. INDUSTRY ANALYSIS
• Industry Description
• Industry Competition
• Industry Growth and Sales Projections
• Sales objectives and strategies(VFP & KPI)
Objectives/Valuable Final At the time of At the time of
Product(VFP) buying, (% or #) selling,(% or #)
1.
2.
How………………….
9. MARKET ANALYSIS
• Target Market Description
• Market Competition
• Sales Forecast
• Marketing objectives and strategies(VFP & KPI)
Objectives/Valuable Final At the time of At the time of
Product(VFP) buying, (% or #) selling,(% or #)
1.
2.
How……………………..
10. FINANCIAL PLAN
• Financial Plan Summary
• Situational Review: The annual financial statements for the first three years of
the company’s operations
• Financial objectives and strategies(VFP & KPI)
Objectives/Valuable Final At the time of At the time of
Product(VFP) buying, (% or #) selling,(% or #)
©[email protected], 2016
1.
2.
How………………………..
• Key Financial Indicator
Key Financial Ratios for the XYZ Company
2009 Through 2011
2007 2008 2009
Sales Growth %
Net Profit Growth %
Net Cash Flow Rs
Average Collection Period (in days) #
Inventory Turnover(times per year) #
Cash Cycle in Days #
Total Asset Turnover #
Times Interest Earned #
Total Debt to Total Assets %
Gross Profit Margin %
Operating Profit Margin %
Net Profit Margin %
Return on Investment %
Return on Owener’s Equity %
• Financial goals
• Cash flow Planning
• Pro Forma Financial Statements
a. Annual Income Statements: 3 yrs 2010, 2011, 2012
b. Annual Balance Sheets: 3 yrs
• Breakeven Analysis
11. WORK-CITED LIST
12. APPENDIX
©[email protected], 2016
