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Anatomy of a Business Plan

Anatomy of a Business Plan 25
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Kevin,Falkland Islands,Professional
Published Date:08-07-2017
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Anatomy Anatomy of a of a Business Plan Business Plan The Step-by-Step Guide The Step-by-Step Guide for Building a Business for Building a Business and Securing Your and Securing Your Company’s Future Company’s FutureStarting Up the River Without a Plan?You are Planning to Failzzz Reasons for Writing a Plan To serve as the guide you will follow throughout the life of your business All lenders and investors require a business plan A business plan is the key to conducting business in the international marketplaceAnatomy of a Business Plan The Defensible Business Plan A credible and defensible business plan must have continuity throughout the entire document. Qualitative = Quantitative Financial documents must reflect the decisions made in the Organizational and Marketing Plans.zzzz zzzzz The “KEY WORD” Approach Think about these keywords as you are writing your plan. They will help you to write a more concise and targeted statement for each section of your plan. Who How When How much Where Unique What Benefit to Customer Whyzzzzzzz The Planning Process What are the parts of a Business Plan? Cover Sheet Table of Contents Executive Summary Part 1: Organizational Plan Part 2: Marketing Plan Part 3: Financial Documents Part 4: Supporting Documentszzz Part I: Organizational Plan Description of the Business Products and/or Services Administrative Plan Location Legal Structure Management and Personnel Accounting & Legal Insurance Security Intellectual Property zzzzzz Part II: Marketing Plan Overview & Goals of Your Marketing Strategy Market Analysis: Target Market, Competition, Industry Trends Marketing Strategy: Distribution, Packaging, Pricing, Branding, Database Marketing, Sales Strategies, Promotions, Advertising Strategies, Public Relations, Networking Customer Service Implementation of Strategy Assessment of Marketing Effectivenesszzzz Part III: Financial Documents The “Quantitative” Part of Your Plan Sources & Uses of Funds Text Documents Pro Forma Financial Statements Historical Financial Statements Financial Statement Analysiszz Sources & Uses of Funds How Much money do you need? How will you spend it? Summary of Financial Needs Loan Fund Dispersal Statementzzzzz Pro Forma Financial Statements Projecting the Future of Your Business Pro Forma Cash Flow Statement Three-Year Income Projection Quarterly Budget Analysis Projected Balance Sheet Break-Even Analysiszzz Historical Financial Statements How has your business done in past years? What do you own and what do you owe? Profit & Loss Statement (Income Statement) Balance Sheet Business Financial History/Loan Applicationzzzzzz Financial Statement Analysis The Key to Making Decisions, Implementing Changes, and Increasing Profitability Liquidity Analysis Return Return on Profitability Analysis on Investment Investment Measures of Debt Measures of Investment Vertical Financial Statement Analysis Horizontal Financial Statement Analysiszz zzzzz Part IV: Supporting Documents Personal Resumes Legal Documents (Leases, Contracts, Owners’ Financial Agreements, etc.) Statements Demographic Studies Credit Reports Reference Letters Location Analysis Records that support statements and Records that support statements and decisions made in the organizational, decisions made in the organizational, m ma arketing, & financial plans. rketing, & financial plans.zzzzz 5 Complete Real-World 5 Complete Real-World Business Plan Examples Business Plan Examples Appendices I thru V in Anatomy of a Business Plan Marine Art of California – original art for upscale offices Dayne Landscaping, Inc. – landscaping & snow removal Wholesale Mobile Homes.com – Internet mobile home sales Karma Jazz Café – restaurant , bar, and jazz music Road Runners, Inc. – nonprofit serving disadvantaged youthHappy Business Planning The The End... End... Don’t go away. Let us tell you about our business planning software.P.S. Computer technology will make your job easier and speed-up the business planning process.zzzz How Will Our Software How Will Our Software Help You? Help You? Our stand-alone software will guide you with ease through your business plan. We instruct you, show you real-world examples, and provide you with preformatted templates for all tasks. Using our Chart of Accounts Wizard, you will quickly generate an Integrated (linked) spreadsheet workbook that is customized for your business – and you will save 100+ hours of work. Work anywhere, anytime. Import and export your plan project back and forth between you main computer and your laptop. Print all or selected parts of your plan in three different ways (to PDF, to your printer, to a zip file). zzzzzzzzz Research Your Market Our Live Web Page will guide you through your research and “Hot Link” you to financial and marketing resources. Sit at your own computer and do all of your research. Direct Access to Information: Target Markets Competition Financial Reports Demographics Psychographics SIC Codes Foreign Business SEC Reports and Lots More