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Wikis > Sample Business Plan Templates

Business Plan Template

Business plans can take many forms, but every business plan should include ten essential topics:
1) Executive Summary
2) Mission, Vision, and Core Purpose
3) Product and Service Description
4) Industry Analysis
5) Market Analysis
6) Competitive Analysis
7) Sales and Marketing Plan
8) Operations Plan
9) Management Team
10) Financial Plan

The business plan does not need to be in this order or have these defined sections, but the content found in each section needs to be in every business plan. It is

In your business plan, it is essential that you achieve the following:
- Demonstrate how your product or service is superior to and differentiated from your closest competitors;
- Identify the target markets that present the best opportunity for launching your business;
- Determine the size and potential of these markets;
- Develop sales and marketing strategies for reaching these markets;
- Add value to the business by maximizing potential revenue streams;
- Put together a financial model with realistic growth assumptions;
- Determine the operational procedures and expenses that will allow you t
sustain this growth model;
- Develop a capitalization strategy that identifies the best sources of capital for you and your business and that outlines your capital needs and uses of fund;
- Demonstrate how you and your team are the right people to execute this business plan.

Sample Table of Contents

EXECUTIVE SUMMARY……………………………………….. 4

MISSION & VISION ……………………………………………. 7
• Mission Statement ………………………………………… 7
• Core Purpose ……………………………………………….. 7
• Core Values …………………………………………………. 7

PRODUCT & SERVICE DESCRIPTION …………………….. 8
• Overview of Products & Services ……………………… 8
• Problems, Causes, Solutions & Benefits …………… 10
• Product & Service Advantages ……………………….. 10

INDUSTRY ANALYSIS ………………………………………. 11
• Industry Overview ……………………………………….. 11
• SaaS and CRM Industry Size and Trends ………….. 12

COMPETITIVE ANALYSIS ………………………………….. 14
• Competitive Overview ………………………………….. 14
• Direct Competitors ………………………………………. 15
• Indirect Competitors ……………………………………. 16
• Competitive Advantages ………………………………. 18
• Market Share Analysis ………………………………….. 19
• Barriers to Entry ………………………………………….. 19

MARKET ANALYSIS ………………………………………….. 21
• Addressable Market ……………………………………… 21
• B2B Market Segmentation ……………………………… 22
• Ideal Customer Profile ………………………………….. 23

SALES & MARKETING PLAN ………………………………. 24
• Sales & Marketing Goals ……………………………….. 24
• SWOT ………………………………………………………… 26
• Pricing Strategy …………………………………………… 26
• Branding ……………………………………………………. 27
• Marketing Strategies ……………………………………. 28

OPERATIONS PLAN …………………………………………. 29
• Location …………………………………………………….. 29
• Staffing and Training …………………………………… 29
• Personnel Plan ……………………………………………. 29
• Customer Service ………………………………………… 30
• Purchasing Procedures …………………………………. 30
• Quality Control Measures ……………………………… 30
• Organizational Chart ……………………………………. 31

MANAGEMENT TEAM ………………………………………. 32
• Key Management …………………………………………. 32
• Board of Directors & Board of Advisors ……………. 32

FINANCIAL PLAN …………………………………………….. 33
• Financial Summary ……………………………………….. 33
• Marketing and Personnel Expenses …………………. 35
• Projected Profit and Loss ………………………………. 37
• Projected Cash Flow …………………………………….. 38
• Projected Balance Sheet ………………………………… 39
• Current Ownership Summary …………………………. 40
• Funding Request & Terms of Investment …………. 40
• Exit Strategy ……………………………………………….. 42

APPENDICES ………………………………………………….. 44
• Product Comparison …………………………………….. 44

To see what goes into the Table of Contents, read our blog at The Startup Garage [1]