Business Plan Worksheet
One of the most important and often overlooked aspects of starting a business is preparing a Business Plan. It is through the preparation of a formal Business Plan than you begin the process of refining what your business will actually be and, more importantly, how you can make it successful from the start. You will use your Business Plan for many purposes: (i) for your own use to continually fine-tune your actual business start-up; (ii) for the purposes of obtaining financing, even it is only from family members; and (iii) for presenting your business ideas to potential shareholders, employees, investors, suppliers, and anyone else with whom you may do business.
Note: This Worksheet will provide you with an overview of your company’s overall business plan. However, in order to prepare a comprehensive formal Business Plan, you should also review and prepare a Marketing Plan Worksheet and a Financial Plan Worksheet.
This Kit can be used in all states.
The Business Plan Worksheet is divided into the following sections:
• Preliminary Business Concept Analysis
• Company Description
• Industry Analysis
• Product or Service Analysis
• Business Operations
• Management Analysis
• Supporting Documentation
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Business Plan Worksheet
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____________________________________ Have you prepared current and projected balance sheets and profit/loss statements? ___________
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the first five years?_________
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Have you prepared a list of the necessary equipment, with a description, supplier, and cost of each item noted? ____________________________incipals in the business? _____________ Do you have personal financial statements from each of the principals in the business? ________ Have you prepared a time line for the company's development for s been filed with the state and received? _____________ Do you have any samples of advertising or marketing materials? __________________________ Do you have references and resumés from each of the prs have already been signed? ____________________________________________ Does the company hold any patents, trademarks, or copyrights?___________________________ Have the company's incorporation paperDocumentation
Do you have any professional photos of the product, equipment, or facilities?________________ ______________________________________________________________________________ What contract___________ Are there administrative policies set up for billings, payments, accounts, etc.? _______________ ______________________________________________________________________________
Supporting ______________________________________ Is the business bookkeeping system set up and working? ________________________________ Are business bank accounts set up? ______________________________________ractors you will use? ______________________________________ Estimate the annual cost of outside contractors for the first two years of operations: ___________ ________________________________________ou need to contract with lawyers, accountants, consultants, designers, or specialists? _____ ______________________________________________________________________________ Who will be the outside cont_________________ Estimate the annual cost for employee compensation for the first two years of operations: ______ ______________________________________________________________________________ Will ynsurance or benefits: ________________________________________________ Profit-sharing or stock options: ________________________________________________ Other benefits: _______________________________ employees? Sick pay: ________________________________________________ Vacation pay: ________________________________________________ Bonuses: ________________________________________________ Health i or salaries of the employees? Salaried: ______________________ Full-time: ______________________ Part-time: ______________________
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Will any fringe benefits be provided toob skills will the employees need?_____________________________________________ Are employment and hiring/firing procedures and guidelines in place? _____________________ What will be the hourly wages_____ Third year: ____________________ Fourth year: ____________________ Fifth year: ____________________ What are the job descriptions of the employees? _______________________________________ What jorce will be necessary for your business? _____________________________ How many employees will be needed? Initially: ____________________ First year: ____________________ Second year: ______________________________ ______________________________________________________________________________ What are the qualifications of the main management?___________________________________ What type of workfpany? (Include an organizational chart) Who will manage the day-to-day affairs of the company? ________________________________ Describe the management style of the central manager: __________________ for the first two years of operation: ________ ______________________________________________________________________________
Management Analysis
What will be the organizational structure of the comll you need?_______________________________________________ Who will be the main suppliers of the inventory? ______________________________________ Estimate the costs of obtaining sufficient inventory will be the main suppliers of this equipment? _____________________________________ What are the estimated costs of obtaining this equipment? _______________________________ What type of inventory wiribe the equipment or machinery that you will need for your business: __________________ ______________________________________________________________________________
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Who___________________ Will you work through any wholesalers or distributors? _________________________________ Who will be the main wholesalers/distributors?________________________________________ Desc________________________________________________ How will orders be filled and your product or service delivered? __________________________ _____________________________________________________________ ______________________________________________________________________________ Describe your production plan or service plan: ________________________________________ ______________________________ate: ______________________ ______________________________________________________________________________ Estimate the cost of acquiring and maintaining the facilities for two years: ________________ngers, or risks? ______________ ______________________________________________________________________________
Business Operations
Describe the type of facilities that your business will need to oper____________________________________________ What are the costs of the needed insurance coverage? ___________________________________ What steps will be taken to minimize any potential liabilities, da_________________________________________________________________________ What types of insurance coverage will be necessary for the business? ______________________ _________________________________________ Are there any litigation threats posed by this business? __________________________________ Are there any other problems or risks inherent in this type of business? _____________________ __________________________________________________________ To distributors: ____________________________________________________________ To the public: _____________________________________________________y other business operations? To employees: ____________________________________________________________ To customers: ____________________________________________________________ To suppliers: _______ociated with the manufacture, supply, or use of the product/service? ________________________________________________________________ What types of liabilities are posed by the product, service, or an or spin-offs that will be developed and marketed in future years? ________________________________________________________________________
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Are there any known dangers ass_______________________________________________________________________ Can the product be copyrighted, patented, or trade- or service-marked? _____________________ Are there other products, services,___________ Are there any special technical considerations? ________________________________________ What are the maintenance or updating requirements for the product/service?_________________ ______________________________________________ What types of quality control will be in place in the business? ____________________________ ___________________________________________________________________________________________________________________________________ Has the service or product been the subject of any engineering or design tests? _______________ ________________________________________ Is it labor- or material-intensive to produce or supply? __________________________________ What components or supplies are necessary to produce or supply this product?_______________ ________________________________________ Describe the company's facilities: __________________________________________________ How will the product be produced or the service provided? _______________________________________________________________________________ In what stage is the development of the product? (Idea, model, prototype, full production, etc.) ____________________________________________________ife of the product or service? ____________________________________________ How does this product/service compare with the state-of-the-art for the industry? _____________ __________________________________ What are the unique features of your product or service? (Cost, design, quality, capabilities, etc.) ______________________________________________________________________________ What is the l_____________________________ What is the main purpose of the product or service? ____________________________________ Is it a luxury item or a necessity? _____________________________________________To which associations do you currently belong? _______________________________________
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Product or Service Analysis
Description of product or service:__________________________________________________ What are the main trade or business associations in your industry?_________________________ ______________________________________________________________________________ _____________________________________________________ Are there any local or state licenses necessary for the service or product? ___________________ __________________________________________________ any industry standards apply to your business? _____________________________________ Are there any government regulatory approvals or requirements?__________________________ _________________________? ____________________ ______________________________________________________________________________ What are projected technological advances in the industry for the next five years? ____________ Do_______________________________________ What are any seasonal or business cycles in the industry? ________________________________ What have been the main technological advances in the past five yearsour company operate?__________________________________________ What is the overall size of the industry? ______________________________________________ What is the growth rate of the industry? _______rm plans for the business? (Expand, go public, sell to competitor, etc.) _____ ______________________________________________________________________________
Industry Analysis
In what industry will y___ Will there be any additional locations for the company? _________________________________ What geographic areas will your company serve? ______________________________________ What are the long-te___________________________ What will the physical location of your company be? ___________________________________ Where will be the company's main place of doing business? ________________________________ Vice President: ____________________________________________________________ Treasurer: ____________________________________________________________ Secretary: _________________________________f the company? ___________________________________________
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Who will serve as the officers of the company? President: ______________________________________________________
What is your company's mission? __________________________________________________ What is the type of business entity of your company? ___________________________________ Who will be the directors oles/revenue volumes? Year one: $ __________________ Year two: $ __________________ Year three: $ __________________ Year four: $ __________________ Year five: $ __________________
Company Descriptione sufficient advance interest in this type of product or service?_______________________ ______________________________________________________________________________ What are your expected annual sa_________________________ What are the buying patterns of this market? __________________________________________ ______________________________________________________________________________ Is thert?________________________________________________________ ______________________________________________________________________________ Is this market readily identifiable? _______________________________ Why do you think that this business concept will succeed? _______________________________ ______________________________________________________________________________ Who is your target marke__________________________________ What are the estimated costs of development of this product or service? ____________________ ________________________________________________________________________duct? ____________________________________________ How long do you estimate that it will take to develop this service or product to the point of being ready for the public? ___________________________one sentence, describe your business concept:_______________________________________ ______________________________________________________________________________ What is your business service or proce or otherwise) arising in any way out of the use of these materials. An attorney should be consulted for all serious legal matters.
Business Plan Worksheet
Preliminary Business Concept Analysis
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Provided under agreement with copyright holder, © Nova Publishing Company 2004
This kit provides the tools and guidelines for developing your company's Business Pl
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Business Plan Worksheet
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