This page provides a suggested outline of the material to be included in your business plan. Your final plan may vary according to your specific needs or individual requirements of your lender or investor.
I. COVER SHEET: Serves as the title page of your business plan.
II. EXECUTIVE SUMMARY (or Statement of Purpose)
III. TABLE OF CONTENTS (Quick reference to major topics covered in your plan)
IV. PART I: THE ORGANIZATIONAL PLAN A. SUMMARY DESCRIPTION OF THE BUSINESS B. PRODUCTS OR SERVICES C. INTELLECTUAL PROPERTY D. LOCATION E. LEGAL STRUCTURE F. MANAGEMENT G. PERSONNEL H. ACCOUNTING & LEGAL I. INSURANCE J. SECURITY
V. PART II: THE MARKETING PLAN A. OVERVIEW AND GOALS OF YOUR MARKETING STRATEGY B. MARKET ANALYSIS C. MARKETING STRATEGY D. CUSTOMER SERVICE E. IMPLEMENTATION OF MARKETING STRATEGY F. ASSESSMENT OF MARKETING EFFECTIVENESS*
VI. PART III: FINANCIAL DOCUMENTS A. SUMMARY OF FINANCIAL NEEDS (needed only if you are seeking financing) B. LOAN FUND DISPERSAL STATEMENT (needed only if you are seeking financing) C. PRO FORMA CASH FLOW STATEMENT (BUDGET) D. THREE-YEAR INCOME PROJECTION E. PROJECTED BALANCE SHEET F. BREAK-EVEN ANALYSIS G. PROFIT AND LOSS STATEMENT (INCOME STATEMENT) H. BALANCE SHEET I. FINANCIAL STATEMENT ANALYSIS J. BUSINESS FINANCIAL HISTORY
VII. PART IV: SUPPORTING DOCUMENTS A. PERSONAL RESUMES B. OWNERS' FINANCIAL STATEMENTS C. CREDIT REPORTS D. COPIES OF LEASES, MORTGAGES, PURCHASE AGREEMENTS, ETC. E. LETTERS OF REFERENCE F. CONTRACTS G. OTHER LEGAL DOCUMENTS H. MISCELLANEOUS DOCUMENTS
