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The Business Plan

Think of the business plan as answers to a few basic and logical questions about a business. Imagine that someone is coming to see you to explain a new business idea. What questions would you ask in order to fully understand that new idea?

Those questions are surprisingly few. They are simple, and they should flow in a logical order:

  1. What is your business? (Give a basic description)
  2. Who will you sell to? (Tell about your customers)
  3. How much do you expect to sell?
  4. Who is the competition? (Tell about the other businesses competing for the same market.)
  5. How will you achieve your sales? (Explain any advantages that you may have over the competition)
  6. How much money do you need? (List start up costs and operating costs)
  7. How much profit will you make? (Explain why this is a feasible business idea) Make sure that a one-year financial projection is included. Financial forecast formats may be obtained from various sources, including banks, government agencies, REDAs etc.
  8. Are you a good manager? (Explain your qualifications, experience, what you have to offer the business)

Once you have received satisfactory answers to the above eight basic questions, you will have a better understanding of you new business idea.



Business Plan Checklist

The following information should be included in a comprehensive business plan:

  • An introductory letter


  • A title page


  • A summary statement including a brief description of your business


  • Background information
    • Legal status of your firm
    • Start-up costs of your business

  • A description of the industry
    • Principal Characteristics
    • Trends
    • Players
    • Barriers

  • A description of your product or service
    • Assessment of strengths and weaknesses
    • Patents, trademarks, copyright protection
    • Technology that you will use

  • A description of your management team
    • Who they are, qualifications, experience

  • Marketing Plan
    • Assessment of total market area
    • Assessment of competition
    • Pricing policy
    • Distribution policy
    • Who is your target market?
    • Advertising and promotional plan

  • Description of land, buildings and equipment
    • Location
    • Land and equipment requirements

  • Operating Plan
    • Inventory control
    • Supplies
    • Work Flow and material
    • Suppliers

  • Personal References
    • From banks, professionals and/or former employers

  • Financial Plan
    • Capital requirements
    • Cash flow budgets
    • Pro forma balance sheet
    • Projected income statements
    • Break-even chart
    • Sources of financing
    • Personal balance sheet including net worth

  • Risks and problems associated with your business and how to resolve them
    • Worst case scenarios