business plan outline

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Complete your Business Plan Outline, incorporating the Feasibility Study/Opportunity Evaluation data.

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Business Plan Outline – Marriotti and Glackin

This Outline matches the text in use in the Entrepreneurship course.

Business Plan Outline: a modified version following the format from 2 text sources –

  1. The Daily Perc Coffee Shop, Inc. (see Marriotti and Glackin text Appendix 1).
  2. Biz Builder Business Plan (see Marriotti and Glackin text Appendix 3).

See also one of several on-line versions of the Daily Perc Business Plan at the following links: OR

1.0 Executive Summary – Basic business; Markets & segments; Perceived competitive position

1.1 Objectives

1.2 Keys to Success

2.0 Mission, Vision, and Culture

2.1 Mission

2.2 Vision

2.3 Culture

3.0 Company Summary

3.1 Company Ownership – Form and Status

3.2 Start-up Summary

4.0 Market Analysis Summary

4.1 Market Segmentation
4.2 Target Market Segment Strategy

4.2.1 Market Needs

4.2.2 Market Trends

4.2.3 Market Growth

4.3 Industry Analysis (see 4.1 text pg. 452)

4.3.1 Competition and Buying Patterns

4.3.2 Distribution Patterns

4.3.3 Strategic Opportunities that Exist in the Industry

4.4 Environmental OR Competitive Analysis (see 4.2 and 4.3 text pg. 452)

5.0 Strategy and Implementation Summary

5.1 Products

5.1.1 Product Description

5.1.2 Competitive Comparison

5.1.3 Sourcing

5.1.4 Technology

5.1.5 Future Products

5.2 Competitive Edge

5.3 Marketing Strategy

5.3.1 Positioning Statements

5.3.2 Pricing Strategy

5.3.3 Promotion Strategy

5.3.4 Distribution Strategy

5.3.5 Marketing Programs

5.4 Sales Strategy

5.4.1 Sales Forecast (Monthly / Yearly)

5.4.2 Sales Programs

6.0 Management and Operations Summary

6.1 Personnel Plan

6.1.1 Organizational Structure

6.1.2 Management Team

6.2 Physical Locations/Facilities

6.3 Inventory, Production and Quality Assurance

6.4 Order Fulfillment and Customer Service (see 6.5 text pg. 454)

6.5 Research and Development (see 6.2 text pg. 454)

7.0 Financial Plan

7.1 Important Assumptions

7.2 Break-even Analysis – How long (how realistic)?

7.3 Projected Profit & Loss (Income Statement) – Quarterly for Year 1; Annual Years 2 & 3

7.4 Projected Cash Flow – Monthly for Year 1; Annual Years 2 & 3

7.5 Projected Balance Sheet – Day 1 Balance Sheet; then End of Year 3

7.6 Business Ratios (3 yrs) and Industry Standards (Benchmarks)

8.0 Funding Request and Exit Strategy

8.1 Funding Requirements

8.2 Exit Strategy

8.3 Milestones

9.0 Closing Summary

9.1 Value Proposition

9.2 Business Risk (see University Parent BP text pg. 437; also pg. 323)

9.2.1 Planning for Contingencies

9.2.2 Disaster/Crisis Planning

9.2.3 Protecting Intellectual Property

9.3 Communicating the Plan to Investors

9.3.1 Target Audience

9.3.2 Elevator Pitch

10.0 Appendices – additional support materials to enhance and clarify plan (as needed)

10.1 Management Resumes

10.2 Additional Financial Data

10.3 Demographic Data

10.4 Promotional Material

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