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