Table of Contents (Including page #)
* All components of venture plan identified
* Pages are listed for easy identification
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Table of Contents
Executive summary: 4
Description of the Business/ Company Profile- 5
Market Analysis 7
Target market 7
Competitive Analysis 8
Strengths 8
Weaknesses 8
Opportunities 8
Threats 8
Marketing Plan- 9
Promotional (sales) Strategy / Advertising Plan 9
Place/ location 10
Pricing strategy 11
Resource Analysis 13
Human Resource Team 13
Material Resources /Technological Resources 14
Operational Strategy 16
Operations suppliers 16
Operating strategy 17
Financial Strategy 19
Financial Strategy 19
Income Statement: 20
Cash Flow Projection Chart 21
Appendices 23
Market Research forms 23
Survey results 24
Resumes of people on the Management Team 25
Photos of the product or drawings of proposed packages 26
Floor Plans 27
Marketing /Promotional materials- 28
Executive
Summary
Executive summary:
* Opens with a mission statement
* Description of the Business (company profile)
* Type of Business Ownership
* Product/ Service Description
* Summary of the most important points in the plan
* Names of contact person & management team members
* Name of Venture
* Information about goods/services offered and what makes business unique
* Location of business and proposed timelines for its development
* Information about security that can be offered to investors
* Information about business loans that are required
* SWOT (strengths, weakness, opportunities, threats) Analysis of Venture and yourself as an entrepreneur
Description of the Business/ Company Profile-
(including the name of the business, type of business ownership & names of contact person(s))
Market
Analysis
Market Analysis
Target market
(include a profile of customer & market research)
Age range, income range, gender, marital status, number of children, occupation, location boundaries, average purchase, frequency of purchase, lifestyle, who influences decisions, need that your product/ service fills. (10)
Competitive Analysis
(includes a SWOT analysis of your competition)
Identified competition (direct & indirect); strengths and weaknesses of competitors; how competitors price, market and sell; opportunities or threats to your business. SWOT analysis.(10)
Strengths
Weaknesses
Opportunities
Threats
Marketing Plan-
Promotional (sales) Strategy / Advertising Plan
Industry Trends
Product/Service
Target market
Competitive Analysis
Marketing mix
Price
Product
Place
Promotion
Identifies methods you choose to communicate to target market, type of promotions or advertising, costs of promotions, extent of promotion (weekly, monthly, etc) (10)
Place/ location
A comprehensive description of how and where you plan to sell your product (market research should reveal customers preference for location). (5)
Pricing strategy
Identifies how price was determined (labour, material & operational costs, profit margin); how you positioned yourself against the competition, and any discount or sale pricing; and identifies your break-even price point. (10)
Resource Analysis
Resource Analysis
Human Resource Team
Describes people who will provide expertise required to run your business; your employee needs (full/ part-time), salaries, benefits, job descriptions (roles & responsibilities).(10)
Material Resources /Technological Resources
Identifies materials needed- raw materials, finished products, furniture equipment, etc. (5)
Operational Strategy
Operational Strategy
Operations suppliers
Who will be your suppliers and why you have chosen them to provide product or raw materials; how much will you pay for these products/materials; how you will transport product to your location from supplier. (5)
Operating strategy
(includes a floor plan, operating regulations(licenses), insurance, etc)
Identifies how your facility will be set up (i.e. floor plan), inventory needs, human resource needs (labour), management needs. Identifies any operating regulations needed by local or provincial government. Lists insurances needs and costs.(10)
Financial Strategy
Financial Strategy
Financial Strategy
Based on projected results, shows research, possible source of capital (bankers, government agencies, family, friends).
· Explains how much it will cost to start a venture and keep it going after startup
· Identifies expected costs and revenue, how much capital is needed and when it will be needed
Identifies what sources of capital are available (10)
Income Statement:
Cash Flow Projection Chart
Identifies predictions and estimates of monthly income (receipts), monthly expenses (disbursements) and monthly balance for a projected period of time (3 months to 1 year) Done in a chart form. (20)
Appendices
Appendices
These may include market research forms, survey results, and resumes of people on management team, photos of the product or drawings of proposed packages, floor plans, marketing / promotional materials.
Market Research forms
Survey results
Resumes of people on the Management Team
Photos of the product or drawings of proposed packages
Floor Plans
Marketing /Promotional materials-
Ads, web pages, logos, business cards etc.
Name of Business Venture | Executive summary: / 3