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orward
Module
1—Getting Started
Module
2—When you have Employees
Module
3—Product & Facilities
Module
4—Industry Analysis
Module
5—The Marketing Plan
Module
6—Bookkeeping & Accounting
Module
7—The Financial Plan
Module
8—Legal & Insurance
Module
9—Writing Your Winning Plan
Module
10—Financing Your Business
Module
11—Putting it all together
MODULE NINE WORKSHEET
(THE BUSINESS PLAN)
1. Make up a table of contents and transfer key information from your Module Worksheets One through Eight, as follows:
TABLE OF CONTENTS
I. EXECUTIVE SUMMARY from Module One
Statement of Purpose “
Legal Structure “
Owners “
Location “
Business Concept “
Mission Statement “
Business Image “
Tax, Licensing requirements “
Consultants “
II. MANAGEMENT & ORGANIZATION from Module Two
Management Team “
Hiring Practices “
Organizational Structure “
Staffing Expense/Benefits “
Legal & Insurance Considerations from Module Eight
III. PRODUCTS & FACILITIES from Module 3
Initial Products or Services “
Proprietary Features “
Future Planned Products or Services “
Physical Facilities “
Equipment Requirements “
Production & Process Capacity “
IV. INDUSTRY ANALYSIS from Module 4
Background for Industry “
Typical customers & buying patterns “
Competitors “
Unique Selling Proposition “
V. THE MARKETING PLAN from Module 5
Overall Plan “
Marketing Objectives “
Promotion Plans “
Sales & Distribution “
Warrantees, guarantees, serving issues “
VI. THE FINANCIAL PLAN from Module 7
Assumptions for projections “
ATTACHMENTS
Resume(s) from Module 2
Personal Financial Statement(s) from Module 6
Historical Business Financial Statements from Module 7
Projections “
Break-even Analysis “
RMA Study Analysis “
Financial Ratio Analysis “
Fixed asset cost breakdowns from Module 3
Schematics, drawings, etc. “
[Note: Your plan will probably not have a category for each topic area shown. Only describe those that apply to your business, and omit all those that are not applicable.]
GO TO MODULE 10 Home Page Forward Module 1—Getting Started Module 1 Resources Module 1 Worksheet Module 2—When you have Employees Sample Employment Forms Module 2 Worksheet Module 3—Product & Facilities Module 3 Worksheet Module 4—Industry Analysis Module 4 Worksheet Module 5—The Marketing Plan Module 5 Worksheet Module 6—Bookkeeping & Accounting Sample Accounting Forms Module 6 Worksheet Module 7—The Financial Plan Sample Projection Reports Module 7 Worksheet Module 8—Legal & Insurance Module 8 Worksheet Module 9—Writing Your Winning Plan Financing Resources Module 10 Worksheet Module 11—Putting it all together