7. MARKTEING STRATEGY

7.1 Pricing Strategy (how does the price make your product/service more attractive/ marketable)
7.2 Promotion strategy

7.3 Placement Strategy (What premises or infrastructure do you have?)
7.4 Distribution channels: (How does your product reach your target market?) Retail / Direct (mail order, Internet, catalogue) / Wholesale / Your own sales force / Agents / Independent representatives / Bid on contracts

7.5 Marketing Budget (Costs to market business)

7.6 Sales strategy

7.7 Sales forecast

8. LEGAL

8.1 Mortgage / Rent requirements
8.2 Work and safety, health or environmental regulations and permits
8.3 Trademarks, copyrights or patents (pending, existing or purchased)

9. FINANCIAL PLAN

9.1 Start-up capital (how much was invested in stock, equipment, tools etc)

9.2 Fixed business costs (how much will be spent on monthly expenses)

9.3 Break-even analysis (how much do you need to sell to cover expenses?)

9.4 Important Assumptions (interest rate, tax rates etc)

9.5 Projected profit and loss (12 month)

9.6 Projected cash flow

9.7 Projected balance sheet

9.8 Business Loan (what loan amount are you applying for? What will it be used for?)

9.9 Loan Repayment Schedule

10.0 Personal Financial Statement (for each owner and major shareholder – show assets and liabilities outside of the business; show personal net worth

10. ORGANISATIONAL MANAGEMENT

10.1 Human Resources

Number of employees needed
Type of staff (skilled, unskilled and professional)
Where and how will you find the right employees?
Pay structure
Training methods and needs

10.2 Management
Board of directors (names and qualifications)
Managers (names and qualifications)

10.3 Professional Consultants
Lawyer (what firm?)
Accountant
Insurance
Banker
Consultant or consultants
Mentors and key advisers

11. INSURANCE

12. GROWTH & EXIT STRATEGY

12.1 Business Goals

  • Short-term (within next 6 months)
  • Medium-term goals (within 12 months)
  • Long-term goals (within the next 5 years)

12.2 Exit Strategies

13. APPENDICES

Include details and studies used in your business plan.