Business Plan
Business Plan Prepared By Heidi Putzen President
12345 W. 98 St. Copperville, StateA 00000 000-555-0000
Date Prepared June 200B
TABLE OF CONTENTS
EXECUTIVE SUMMARY MANAGEMENT AND ORGANIZATION Management team Compensation and ownership Contracts and franchise agreements Board of directors/advisory council Infrastructure Insurance Employee stock option plan and other incentives Organization charts PRODUCT AND SERVICE PLAN Purpose of the product or service Unique features Stage of development Future research and development Trademarks, patents, copyrights, licenses, royalties Government approvals Product and service limitations Product liability Related services and spin-offs Production Facilities Environmental factors MARKETING PLAN Industry profile Current size Growth potential Geographic location Industry trends Seasonality factors Profit characteristics Distribution channels Basis of competition Competition profile Customer profile Target market profile Pricing profile Gross margin on products Break-even analysis Market penetration Distribution channels Sales representatives Direct sales force Direct mail/telemarketing Advertising and promotion Packaging and labeling Service and warranties Trade shows Future markets
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OPERATING AND CONTROL SYSTEMS Administrative policies, procedures, and controls Receiving orders Billing the customers Paying the suppliers Collecting the accounts receivable Reporting to management Staff development Inventory control Handling warranties and returns Monitoring the company budgets Security systems Documents and paper flow Planning chart Product development Manufacturing Financial requirements Marketing flow chart Market penetration Management and infrastructure Risk analysis Salvaging assets GROWTH PLAN New offerings to market Capital requirements