Business Plan Outline

I. Executive Summary
a. An overview of your business idea
b. A description of your product and/or service
c. Your goals for the business
d. Your proposed target market
e. Your competition and what differentiates your business
f. Your management team and their prior experience
g. Financial outlook for the business
II. Company Description
a. Business Name and Logo
b. Company Vision, Mission and Values
c. Company Goals/Strategic Objectives
d. Target Market/s
e. Industry
f. Legal Structure
III. Products and Services
a. Product/Service idea
b. Special benefits
c. Unique features
d. Limits and liabilities
e. Production and delivery
f. Intellection Property Permits (if needed)
g. Product/Service description (include product photos)
IV. Marketing Plan
a. Market Research
 Primary Research
 Secondary Research (other data collected from other
sources like articles, statistics, libraries, internet, etc.)
b. Barriers to entry
c. Threats and opportunities
 SWOT Analysis
d. Product/Service features and benefits (Marketing Mix perspective)
e. Target customers
 Demographics
 Psychographics
f. Key Competitors
 Competitor Data Collection Plan
 Competitive Analysis
g. Positioning/Niche
h. Promotional Strategy
i. Promotional Budget
 Marketing Expenses Strategy Chart
j. Pricing
 Pricing Strategy Worksheet
k. Location (if applicable)
l. Distribution channels
 Distribution channels assessment worksheet
 m. 12-month Sales Forecast
V. Operational Plan
a. Production
 Production Process Flowchart
b. Quality Control
 Quality Control Procedure
c. Location (or Website/Page, if online business)
d. Legal Environment
e. Personnel/Human Resource
f. Inventory
g. Suppliers
VI. Management and Organization
a. Biographies
 Brief Description of related experiences and skills of
Management Team
b. Gaps
c. Advisors
d. Organizational Chart
VII. Startup Expenses and Capitalization
a. Startup expenses
VIII. Financial Plan
a. Projected 12-month Income Statement
IX. Appendices
a. Resumes of Management Team
b. Market Research Result Tabulation
c. Secondary Research Data (i.e., information collected from the
Internet, other related information regarding the
market/industry)
d. Marketing Collaterals (e.g. Fliers, Brochures, Menus)
e. Screenshot of website/social media page
f. Layout of business location (if applicable)
g. List of equipment