You may access the sample retail and service business plans in the Class Resources area of our course.

Business Plan Outline

Table of Contents

Executive Summary (5%) – 15 points

Company Direction (5%) – 15 points

• Present Situation
• Vision and Mission
• Strategic Goals and Objectives

Company Overview (5%) – 15 points

• Legal Business Description
• Management Team
• Board of Directors (if you have a board of directors)
• Strategic Alliances

Product or Service Strategy (20%) – 60 points

• Current Products (or Services)
• Days and Hours of Operation
• Research and Development
• Production and Delivery

Market Analysis (20%) – 60 points

• Market Definition
• Customer Profile
• Competition
• Risks

Marketing Plan (10%) – 30 points

• Sales Strategy
• Pricing Strategy
• Distribution Channels
• Advertising and Promotion
• Publicity

Financial Plan written narrative and financial statements (30%)- 90 points

• Assumptions
• Summary of Financial Statements
• Capital Requirements
• Exit/Payback Strategy

Conclusion (5%) – 15 points

Supporting Documents (part of Financial Plan)

• Income Statement (2 years)
• Cash Flow Statement (2 years)
• Balance Sheet (2 years)

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Formatting

Title Page

Citation

Outline

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