(type in trading name)
(type in address)
(address continued)
(telephone number)
(website)
(email address)
(ABN)
-YOUR BUSINESSS LOGO -
Prepared (date)
By (name of author)
Purpose of the business plan
Explain why you are writing the plan: is it to secure finance? a management tool? or an operational guide for the business?
If the plan is intended to support an application for finance, state the name of the bank or other financier to whom the application is being made, the amount of finance being applied for, the term of the loan and the security you’ll be providing the bank. State what the loan will be used for and how it will be repaid: eg from additional revenue generated as a result of borrowing the money.
Also remember to date the plan and note the author.
Summary
Although it appears at the beginning of the plan, the summary is usually written last.
It provides a broad overview of your business and what distinguishes your products or services from your competitors. It may include a statement about your business values and ethics along with your key objectives and any critical factors to the success of your business venture.
Try to keep the summary to around a page and a half, and include a brief overview of the following:
• the business and its proprietors; • the products and services on offer, the benefits they provide, and who will buy them; • the business’s overall objectives and competitive advantage; • the marketing strategy; • the operational performance (if already operating) stating sales, profits and markets; and • key figures from the financial forecasts.
Contents
The business 5 Mission statement 5 Business objectives 5 Description of business activity 5 Commencement date 5 Commencement capital 5