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Company Name
Business Plan
Mission Statement
•

Clearly state your company’s long-term mission.
– Try to use words that will help direct the growth of
your company, but be as concise as possible.
The Team
•

List CEO and key management by name.

•

Include previous accomplishments to show that these
are people with a record of success.

•

Summarize number of years of experience in this field.
Market Summary
•

Summarize your market in the past, present, and future.
– Review those changes in market share, leadership,
players, market shifts, costs, pricing, or competition
that provide the opportunity for your company’s
success.
Opportunities
•

Identify problems and opportunities.
– State consumer problems, and define the nature of
product/service opportunities that are created by
those problems.
Business Concept
•

Summarize the key technology, concept, or strategy on
which your business is based.
Competition
•

Summarize the competition.

•

Outline your company’s competitive advantage.
Goals and Objectives
•

List five-year goals.

•

State specific, measurable objectives for achieving your
five-year goals.
– List market-share objectives.
– List revenue/profitability objectives.
Financial Plan
•

Outline a high-level financial plan that defines your
financial model and pricing assumptions.
– This plan should include expected annual sales and
profits for the next three years.
– Use several slides to cover this material
appropriately.
Resource Requirements
•

List requirements for the following resources:
– Personnel
– Technology
– Finances
– Distribution
– Promotion
– Products
– Services
Risks and Rewards
•

Summarize the risks of the proposed project and how
they will be addressed.

•

Estimate expected rewards, particularly if you are
seeking funding.
Key Issues
•

Near term
– Identify key decisions and issues that need
immediate or near-term resolution.
– State consequences of decision postponement.

•

Long term
– Identify issues needing long-term resolution.
– State consequences of decision postponement.

•

If you are seeking funding, be specific about any issues
that require financial resources for resolution.

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Business plan presentation - whiteboard.freeforums.org

  • 2. Mission Statement • Clearly state your company’s long-term mission. – Try to use words that will help direct the growth of your company, but be as concise as possible.
  • 3. The Team • List CEO and key management by name. • Include previous accomplishments to show that these are people with a record of success. • Summarize number of years of experience in this field.
  • 4. Market Summary • Summarize your market in the past, present, and future. – Review those changes in market share, leadership, players, market shifts, costs, pricing, or competition that provide the opportunity for your company’s success.
  • 5. Opportunities • Identify problems and opportunities. – State consumer problems, and define the nature of product/service opportunities that are created by those problems.
  • 6. Business Concept • Summarize the key technology, concept, or strategy on which your business is based.
  • 7. Competition • Summarize the competition. • Outline your company’s competitive advantage.
  • 8. Goals and Objectives • List five-year goals. • State specific, measurable objectives for achieving your five-year goals. – List market-share objectives. – List revenue/profitability objectives.
  • 9. Financial Plan • Outline a high-level financial plan that defines your financial model and pricing assumptions. – This plan should include expected annual sales and profits for the next three years. – Use several slides to cover this material appropriately.
  • 10. Resource Requirements • List requirements for the following resources: – Personnel – Technology – Finances – Distribution – Promotion – Products – Services
  • 11. Risks and Rewards • Summarize the risks of the proposed project and how they will be addressed. • Estimate expected rewards, particularly if you are seeking funding.
  • 12. Key Issues • Near term – Identify key decisions and issues that need immediate or near-term resolution. – State consequences of decision postponement. • Long term – Identify issues needing long-term resolution. – State consequences of decision postponement. • If you are seeking funding, be specific about any issues that require financial resources for resolution.