Business Plan Template Complete Fill In The Blanks Sample

Summary

Business Plan Template
Complete Fill in the Blanks Sample Business Plan Proposal (With MS
Word Version and Excel Spreadsheets)
By BizMove Management Training Institute
Click Here! for Other Free eBooks by BizMove.com
Copyright © by BizMove. All rights reserved

Table of Contents
1. Complete Fill In The Blanks Business Plan Template
2. Business Plan Sample
3. How to Develop a Results Driven Business Plan
4. How to Attract Investors
1. Complete Fill In The Blanks Business Plan Template
Here's your sample Title Page

It's a great idea to put a color picture of your product right on the front. But
leave room for the following information

[Your Company Name]
Month, 20xx
[month and year issued]
Business Plan Copy Number [x]
This document is confidential. It is not for re-distribution

[Name of point man in financing]
[Title]
[Address]
[City, State ZIP]
[Phone]
[e-mail]
[company home page URL]
This is a business plan. It does not imply an offering of Securities

Table of Contents
Here's a sample Table of Contents. Be sure to modify the page numbers
when you‫ם‬ve finished your Business Plan

Executive Summary 1-1
Mission 2-1
Company Overview 3-1
Legal Business Description 3-2
Strategic Alliances 3-3
Product 4-1
Current Product 4-2
Research and Development 4-3
Production and Delivery 4-4
The Market 5-1
Market Definition 5-2
Customer Profile 5-3
Marketing Plan 5-4
Sales Strategy 5-5
Distribution Channels 5-6
Advertising, Promotion, PR 5-7
Competition 6-1
Risk/Opportunity 7-1
Management Team 8-1
Capital Requirements 9-1
Exit/Payback Strategy 9-2
Financial Plan 10-1
Assumptions 10-2
Financial Statements 10-3
Conclusion 10-4
Exhibits 11-1
Executive Summary
If the executive summary doesn’t succeed, your business plan will never sell
investors. We recommend that you write the summary first and use it as a
template for the plan as a whole. Since one of its primary functions is to
capture the investor’s attention, the summary should be no longer than two
pages. The shorter the better

Mission
Our company's mission is to [describe your ultimate goal, or insert your
mission statement]

Company
[The Company] was founded in [date] and [describe what your business does,
such as baby products manufacturer, distributor of pencils, provider of medical
services]. It is a [legal form of your company, such as LLC, S-Corporation, C-
Corporation, Partnership, Proprietorship]. Our principal offices are located at
[x]

Business
We make [describe product, or service that you make or provide]

Our company is at the [seed, start-up, growth] stage of business, having just
[developed our first product, hired our first salesman, booked our first national
order]

In the most recent [period], our company achieved sales of [x], and showed a
[profit, loss, break-even]. With the financing contemplated herein, our
company expected to achieve [x] in sales and [x] in pretax profits in 19[xx] and
achieve [x] in sales and [x] in pretax profits in 19[xx+1]. We can achieve this
because the funds will allow us to [describe what you will do with the funds,
such as a) marketing for your new product, b) build or expand facilities to
meet increased demand, c) add retail locations or others means of
distribution, d) increase research and development for new products or to
improve existing ones

Product or Service
Tell us about your product or service in terms we can understand

[The company] produces the following products; [list products here briefly, in
order of highest sales or significance in product line]

Alternatively, [The company] delivers the following services; [list services here
briefly, in order of highest sales or significance in product line]

Presently, our [product or service] is in the [introductory, growth, maturity]
stage. We plan to follow this [product or service] with extensions to our line
which include [x,y,and z]

Critical factors in the [production of our product, or delivery of our service are
[x, and y]. Our [product or service] is unique because [x,y,or z] and/or we have
an advantage in the marketplace because of our [patent, speed to market,
brand name]

The Market
We define our market as [manufacture and sale of writing and drawing
instruments, low fat cheese, oral care products]. This market was
approximately [$x] at [wholesale or retail] last [period available], according to
[site resource], and is expected to grow to [$x] by the year [x], according to
[site resource]

Who are your customers? Where are they, and how do you reach them? Are
they buying your product / service from someone else?
How will you educate customers to buy from you? Why will they care?
Competition
We compete directly with [name competition]. or We have no direct
competition, but there are alternatives to our [product or service] in the
marketplace. Our [product or service] is unique because of [x] and/or we have
a competitive advantage because of our [speed to market, established brand
name, low cost producer status]

Risk/Opportunity
The greatest risks we have in our business today are [market risk, pricing risk,
product risk, management risk]. We feel we can overcome these risks
because of [x]

The opportunities before us are significant; we have the opportunity to
[dominate a niche in the marketplace, become a major force in the industry] if
we can [x]

Management Team
Our team has the following members to achieve our plan. [x] men and women
who have a combined [x] years of experience; [y] years in marketing, [y]
years in product development, and [y] years in [other disciplines]

Capital Requirements
We seek [$] of additional [equity, sub-debt, or senior financing] which will
enable us to [describe why you need the funds, and why the opportunity is
exciting]. We can provide and exit for this [loan, investment] within [x] years by
[a dividend of excess profits, recapitalizations, sale of company, or public
offering]

Financial Plan
At this point the investor must have a clear idea of where your business
stands today. If you bore him or make the information he needs hard to find,
you get canned. You must provide a snapshot, however sparse, of your
financial position

Sales Summary
At this point the investor must have a clear idea of where your business
stands today. If you bore him or make the information he needs hard to find,
you get canned. You must provide a snapshot, however sparse, of your
financial position

Last Year / This Year / Next Year / Year Two
Sales:
Gross profit:
Pre-tax:
Balance Sheet Summary
Assets:
Liabilities:
Book Value:
In [x] years we will provide an exit, which we expect to be in the form of [sale
to a competitor, initial public offering, distribution of profits] or perhaps [z]. We
expect to be able to achieve this in [b months / years]

Mission
No one understands a successful company's mission like entrepreneurs who
have built successful companies themselves. See Money Hunter’s Mentors at
http://www.moneyhunter.com/htm/mentor/mentors.htm

Mission Statement
Our goal is to become [describe your ultimate goal, or insert your mission
statement; example; the leading manufacturer and marketer of branded in-line
skate replacement wheels or the first name in low fat cheese]

We aspire to carry a reputation in the marketplace for developing and
delivering [time saving, better-way products sold at a fair price for uses in the
{x} market]. We can achieve this by [cutting edge product development, close
understanding of market trends and needs, innovative and profitable
merchandising and packaging]

To accomplish our goal, [your company name] needs [capital, management
talent, larger, more efficient facilities]

In pursuit of our goal, we resolve to treat stakeholders, customers, and the
community with [description of the reputation your company seeks]. These
groups see our company as providing [describe benefits to each group of
being associated with your company]

The Company
[The Company] was founded in [date] and [describe what your business does,
such as baby products manufacturer, distributor of pencils, provider of medical
services]. The legal name of the business is [x]. Include dba in the legal name

It is a [legal form of your company, such as LLC, S-Corporation, C-
Corporation, Partnership, Proprietorship]. Our principal offices are located at
[list primary address as well as any other facilities]. We have approximately [x]
square feet of office space and [x] square feet of [factory or warehouse]. Our
current capacity is [x] units per month. If we exceed [x] units per month, we
will need additional space. We expect this facility to be adequate for the
company's needs for [two years, a year, a week] after funding

Regulations and permits- cut now if inappropriate

[Your Company Name] operates in the [toxic waste, weapons and armaments,
genetic engineering, explosives] industry, or [uses controlled substances in
the manufacturing process or delivery of service], and falls under the
jurisdiction of the [name government agency]

[Your Company Name] has all necessary permits to operate, and has an up-
to-date record of inspections. These permits include; [list briefly here]. These
agencies regulate our business in the following manner; [we must document
and account for uses and disposal of all toxic materials or we must document
and background check all employees with access to the launch codes for our
missiles]

Strategic Alliances
The leverage from relationships can be appealing to investors. Explain how
you work with others to improve your performance

[Your Company Name] has developed important and profitable strategic
alliances with the following larger, more established business; [describe each
company, it's position in the marketplace, the details of the alliance, and what
risks are involved in the alliance]. For example, we have developed marketing
agreements with [x], the [market leader in gummed erasers] which will enable
us to sell, along side them, our [extra messy children's pencils]

The side by side positioning at retail, as well as the ability to share wholesale
sales leads with their established customer base can help us penetrate the
market more quickly

The risk in the relationship is that they may [decide to sell pencils themselves]
and cut us out of the process

Another type of strategic relationship that benefits the company is our
development joint venture with [x]. We would never be able to fund the
research of the new [low fat Swiss cheese that melts smoothly], but with
access to their prior research in [smooth melting cheddar] we cut our
development time in half. By using some of their [equipment, or people] who
we not being utilized fully, we were able to avoid the expense of [major capital
expenditures, additions to the payroll]. We have agreed to pay a royalty of [x]
to this development partner for their role in this products ultimate success

We have a strategic relationship with a number of suppliers. In exchange for a
blanket commitment to purchase [more than 80% of our supply of a specific
raw material from them], they have agreed to [not make it available to the
market at large for six months, or to give us a preferential price]

[Your Company Name] also has strategic Original Equipment Manufacturer
relationships with a number of customers. This allows us to sell a large and
steady volume of [in-line skate wheels] to [boot manufacturers, who use them
to sell complete skate sets]. This gets many units of our product out in to the
marketplace, however, it provides little or no brand awareness for us

The Business
[Your Company Name] is a [manufacturer, distributor, marketer, service
provider] of [describe your product or service]

Our company is at the [seed, start-up, growth] stage of business, having just
[developed our first product, hired our first salesman, booked our first national
order]

Product or Service
Explain how your product works or how the service is used. What burning
marketplace needs are addressed by your product? What value do you add to
the product?
The Mentors also have a wealth of experience when it comes to positioning
their products. See http://www.moneyhunter.com/htm/mentor/mentors.htm

[The company] produces the following products; [list products here, in order of
highest sales or significance in product line]. Be sure to refer readers to
product pictures, diagrams, patents, and other descriptive material

Or, Alternatively
[The company] delivers the following services; [list services here briefly, in
order of highest sales or significance in product line]

Be sure to refer readers to brochures and material describing your service

Presently, our [product or service] is in the [introductory, growth, maturity]
stage. We first developed our [product or service] in 19[xx] and have made [x]
improvements and redesigns since then. Provide a history of product
developments, introductions, and improvements leading up to the present
day. Table form may be appropriate

Unique features or proprietary aspects of Product
This is a crucial paragraph. Investors must see something unique, proprietary,
or protected about your product or service

Our products are unique because of [of secret ingredient, our patented
process, our proprietary manufacturing process]

Others in the market are able to provide somewhat similar [products or
services], but we are able to differentiate ourselves in the market because of
[x]

We have [applied, been granted, licensed] a patent for [x], an abstract of
which can be found in appendix [x]. We have integrated this into our process
which others will not be able to duplicate. Our lead product, [x] addresses the
following customer needs [x] and delivers [x] benefits to customers

Tell us about the unique value-added characteristics your product line or
process provides to customers and how these characteristics translate into a
competitive advantage for your company

Research and Development
Our research and development is headed by [name of person or contractor]
whose major objective is to use market input to [develop products that solve
problems or provide superior benefits to customers]. Last [period], our R&D
yielded the following products and innovations; [list products or innovations]

[Your Company name] has spent [% of revenues, or absolute $] in the past
year in R&D, and plans to spend [% or $] in the next [period]

Our R&D occasionally yields innovation without input from customers or the
marketplace. Our product selection criteria in this case is as follows; [relatively
low investment requirements, positive return on investment, fit with present
strategy, feasibilty of development and production, relatively low risk, time to
see intended results, buyer in common]. Our R&D will require additional
resources in the future. These will include [people, capital expenditures] to
[speed up development process, test results more efficiently]

New and Follow-on Products
Responding to market needs, we plan to follow [product or service] with
extensions to our line which include [x,y,and z]

Our target introduction dates for these products are [x,y,and z], which
corresponds with [a major trade show, industry event]. In addition, we plan to
introduce the following new products in the upcoming season; [x,y,and z]

Production
Our [product, service] is [manufactured in house, assembled in house from
components from various vendors, (service) provided by our staff, or
subcontracted to field consultants]. [Raw materials, sub-assemblies,
components] used in our products are readily available from a variety of
manufacturers who can meet our quality standards

Critical factors in the [production of our product, or delivery of our service are
[x, and y]

Enumerate and explain capital equipment, material, and labor requirements

Are the above items readily available? Do you have multiple supply sources?
List inventory requirements, quality and technical specifications, hazardous
materials
Uniqueness
Our [product or service] is unique because [x,y,or z] and/or we have an
advantage in the marketplace because of our [patent, speed to market, brand
name]

The Market
Sad fact: this is the most crucial but worst-prepared section of most business
plans

Market Definition
What markets are you competing in? If you make glove-compartment hinges,
don't gush about the $80 billion automobile market. You make hinges -- not
cars -- for that market, so tell us how many hinges were sold last year. Are
there other markets where you sell your products?
For specific information on understanding your market, see How to Hunt,
http://www.moneyhunter.com/htm/hunt.htm

We [expect to compete, are competing] in the [define niche] of the [define
industry]. This market was approximately [$x] at [wholesale or retail] last
[period available], according to [site resource]. We believe, the major future
trend in the industry will be toward [environmentally oriented, miniaturized,
high quality, value oriented] product offerings

Market research [cite source] suggests this market will [grow/shrink] to [$x] by
the year [19xx]. We expect the niche in which we compete to [grow,shrink,
remain stagnant] during this time. The major forces affecting this change will
be [falling cost of computers, explosion of home based businesses, tendency
for baby boomers to have less kids- and pamper their pets]. The area of
greatest growth within the industry will be [x]

Identify where you got this information, and how up to date it is

Market Segment
We define our market segment as [the writing and drawing instrument
segment of the school/home/office products industry, the low fat dairy
products segment of the food industry]. This segment has been [volatile,
steady] in the last few years. Industry experts [name them] forecast [x] for the
industry in the next few years

The major market segments [segment a, segment b, segment c]. List, in
general, the types of customers you are likely to reach (retailers, electrical
contractors, catalog buyers, etc.)] The [a] segment of the market is based on
[product type] that retail in the [x to y] price range. Most of the sales in the
segment are delivered through the [catalogs, retailers, manufacturers reps,
OEM's]

A typical customer for our product is a person who current may use
[alternative product or service] for [what purpose]. They are motivated to buy
our product because of [its value, its quality, its usefulness]. We know this
from [customer responses, trade show input, ad inquiries] and feel our
customers perceive our products as [good value, superior performance, great
taste]

Our product, does, however, have the following weaknesses; [higher price
point than most other cheeses, weak brand identity in a commodity market]

We are working to position our product as [x] in order to reduce this
vulnerability

Marketing
Our marketing plan is based on the following fundamentals;
We expect to penetrate the [x] segment of the market[s] and achieve this by
using the [retail, mail order, multi-level marketing, internet] as our primary
distribution channel[s]. In time, we plan to capture [%] share of the market

Position
We will position our product as [good value for price, top quality, cheap and
fun], which is a position not presently being addressed by the competition

One demographic group in particular, the [elderly, hispanic, generationX,
techies] has a particular need for this product, and we tailor our positioning
accordingly

Pricing
Our pricing strategy is [describe policy or, at least philosophy]. Is this pricing
based on cost? Gross margin objectives? Market?
We arrive at our pricing based on [cost, gross margin objectives, market
prices, perceived value]

We review this pricing [monthly, quarterly, annually] to ensure that potential
profits are not squandered. Customers seem willing to pay as much as [x]
because of [explain reasoning]

Distribution channels
The distribution channels we use for our product are [wholesalers,
cataloguers, mass merchant retailers, consolidators]. These make sense for
delivering our product to the end user because [customer profile, geography,
seasonal swings]. The competition uses the [[wholesalers, cataloguers, mass
merchant retailers, consolidators] channel. Our channel will prove more
advantageous because [x]

Our major current customers include; [list top five, with one or two sentence
descriptions]. The attached chart [see appendix z] demonstrates how our
product reaches the customer

Advertising, promotion, trade shows
Your purpose is to introduce, promote, and support your products in the
marketplace. Although considered a cost, a properly designed and executed
campaign is an investment

[Your Company Name] has developed a comprehensive advertising and
promotion strategy, which will be implemented by the best possible firm when
funded is completed. We expect to have a presence in several national
magazines as well as the trade press. We will produce our own ads and be a
part of ad campaigns of our JV partners or OEMs. Our publicity plan is to
remain in constant contact with editors and writers of the [trade journals that
serve our industry] and seek stories and coverage that will [enhance our
reputation, introduce us to buyers]

We plan to promote our product through a variety of [on site product sampling,
demonstrations at high profile events, give-aways at fund raisers] and other
high leverage events. The objective of all our promotions is to [expand the
audience, position our product as a premium brand, strengthen our ties to the
community]

[Your company name] participates in the following trade shows; [list trade
shows, briefly describe organization that sponsors it and who attends, and
describe presence there]. We have a regular [20 foot display booth of knock
down construction which allows us to display our existing products and
introduce new ones, or we prefer to attend trade shows as visitors and walk
the show while displaying our wares only to pre-qualified buyers who will
come to our nearby hospitality suite]. The following factors are taken into
account when considering a trade show; will this event help deliver our
message to our target audience? Does the location of the show have
significance? Is the time frame convenient? Is it a "must-go show"?
Competition
Tell us about key competitors in regard to product, price, location, promotion,
management, and financial position. False or incomplete information here
translates as dishonesty and negligence to investors, bankers, etc. Do not
delude yourself (or your investors) about your competition

Look in your telephone book's yellow pages. Look in the industrial directories
at your local library. Search on-line databases that provide competitive profiles
of other companies. Read industry magazines and look for advertisers

Money Hunter can help you size up the competition:
http://www.moneyhunter.com/htm/hunt.htm

We have no direct competition, but there are alternatives to our [product or
service] in the marketplace

or
We compete directly with [name competitor a, b, and c]

Provide a sample of each...[example...Acme Inc. is a $3 million sales
manufacturer and marketer of pencils in the Northeast region. Acme Inc. is a
division of Acme Corp, a public company with $800 million sales. The division
sells pencils, pens, and other writing and drawing instruments. The recent
trend for the division has been static, as the parent has not provided working
capital to modernize machinery. Acme Inc. is managed by one Vice President
who has been there for six months. The previous manager worked there for
11 months.]
The competition [does,doesn't] [use the same means of distribution as the
company, advertise in the same trade journals]. If the advertising is regular-it
probably works!
Our [product or service] is unique because of [x] and/or we have a competitive
advantage because of our [speed to market, established brand name, low
cost producer status]

Risk/Opportunity
Business Risks
This is also a critically important part of the plan. Knowing your risks and
having a strategy is a must for attracting an investor. There are several kinds
of risk, especially among entrepreneurial, growing businesses. Be sure to
address the following, and provide your strategy for dealing with them;
Some of the major risks facing our development include [limited operating
history; limited resources; market uncertainties; production uncertainties;
limited management experience, dependence on key management]

Opportunities
This is also a critically important part of the plan. Use it to provide excitement
and promise

Although our business today has its share of risk, we feel we can overcome
these risks because of [x]. We will address [market risk] by [doing a
comprehensive study, partnering with a larger company who knows the
market]. We feel we can address [pricing risk, product risk, management risk]
by focusing on [x]

If we are able to overcome these risks, our company has the opportunity to
[dominate a niche in the marketplace, become a major force in the industry]

We feel our brand could become know as the [place entrepreneurs look for
financing help, the place people look for good tasting, low fat cheese]. We
think we can achieve this goal in the next [x] years

Specifically, our lead product [x], has the chance to [change the industry,
affect many lives, improve performance in the [x] field]. This would also enable

3. How to Develop a Results Driven Business Plan . 4. How to Attract Investors . 1. Complete Fill In The Blanks Business Plan Template . Here's your sample Title Page. It's a great idea to put a color picture of your product right on the front. But leave room for the following information. [Your Company Name] Month, 20xx [month and year issued

Download Now

Documemt Updated

Popular Download

• › Bpa Power Products Catalog Bonneville Power Administration
• › Business Plan Template Complete Fill In The Blanks Sample
• › Brochure Best Practices Achd
• › Brochure For The 2020 Es Lexus
• › Brochure To Make College More Affordable State
• › Business Plan Template Pdf Aime Group
• › Best Free Pdf Form Creator Garmin
• › Brochure Caregiver E Centers For Disease Control
• › Bsbwrt301 Write Simple Documents Resource Flexlearn
• › Business Valuation
• › Bpa Power Products Catalog
• › Buyer Seller Property To Be Sold Imgix
• › Business Cards Postcards Brochures Greeting Cards By
• › Brochure Building Technology Integrated By Design Pts
• › Billing And Collections Policy And Procedure
• › Blank Yearly Planner For Teachers Best Letter Template
• › Business Administration Brochure Cimcglobalorg
• › Business Plan Template Business Gateway Business
• › Business Purchase Tracking Spreadsheet Excel Template
• › Brochures And Newsletters University Of Florida

Frequently Asked Questions

How do you write a business plan template?

Tips for preparing a business plan

• Be clear and focused about what you want to achieve – this will help align your team so you’re all working toward the same thing.
• Choose the type of business plan that works for you – you may like to have a document, or a business canvas might work better.
• Keep it short, simple and easy to understand.

More items...

How do you format a business plan?

• Describe the products that the company will offer for sale and its unique selling proposition.
• List the different advertising platforms that the business will use to get its message to customers.
• Describe how the business plans to price its products in a way that allows it to make a profit.

More items...

How to write a simple business plan?

clarify your business idea. spot potential problems. set out your goals. measure your progress. You’ll need a business plan if you want to secure investment or a loan from a bank. Read about the ...

How to make a professional business plan?

How to write a business plan step-by-step

1. Executive summary. The executive summary is an overview of your business and your plans. ...
2. Products & services. The products & services chapter of your business plan is where the real meat of your plan lives. ...
3. Market analysis. ...
4. Marketing & sales. ...
5. Company organization and management team. ...
6. Financial projections. ...
7. Appendix. ...