School Business Plan

Where Dreams Take Flight

Business
Plan
2023

Prepared By  10200 Bolsa Ave, Westminster, CA, 92683

 John Doe  info@example.com

 (650) 359-3153  http://www.example.com

Table of Contents

Executive Summary 6

Market opportunity 7

Services Offered 7

Marketing & Sales Strategies 8

Financial Highlights 8
Units Sold v/s Revenue 9

Company Overview 10

Ownership 11
Business Owners 11

Mission statement 12

Business history 12

Future goals 12

Market Analysis 13

Target Market 14

Market size and growth potential 14

Market Size 15

Competitive analysis 15
Harvard-Westlake School 15

KIPP Public Charter School 16

Connections Academy 16

Market trends 16

Regulatory environment 17

Products and Services 18

Services 19
Elementary Education Program 19

After-School Tutoring 20

School Transportation 20

Summer Camp 21

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 Specialized Programs 21

Student Leadership Programs 21

Additional Services 22

Sales And Marketing Strategies 23

Unique Selling Proposition (USP) 24

Pricing Strategy 24

Marketing strategies 25
Online 25

Offline 25

Sales strategies 26

Customer retention 26

Operations Plan 27

Staffing & Training 28

Operational Process 28

Equipment & Software 29

Management Team 30

Key managers 31
John Doe 31

Jane Doe 32

Michael Johnson 32

Lisa White 32

David Brown 32

Organizational structure 33
Organization chart 33

Compensation plan 33

Board of advisors 34
[ADVISOR 1 NAME] 34

[ADVISOR 2 NAME] 34

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Financial Plan 35

Profit & loss statement 36

Cash flow statement 39

Balance sheet 41

Break-even Analysis 43

Financing needs 45

Appendix 47

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1.

Executive Summary

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 An executive summary is the first section of the business plan intended to
provide an overview of the whole business plan.

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Generally, it is written after the entire business plan is ready. Here are some
components to add to your summary.

 Help tip  • Introduction

School of your business idea.
Business Plan

• A brief explanation of market opportunity.

Start your executive summary by briefly introducing your business to your readers.
• An overview of your products and services.
• Brief
This section may include about of
the name your core
your team.business, its location, when it was founded,
school
the type of school business (E.g., private
• Financial schools, charter schools, virtualToschools),
highlights.
unlock help try Upmetrics! 
etc.
• Call to action.
Start writing here..

Market opportunity

 Help tip  School Business Plan

Summarize your market research, including market size, growth potential, and marketing
trends. Highlight the opportunities in the market and how your business will fit in to fill the gap.

To unlock help try Upmetrics! 

Start writing here..

Services Offered

 Help tip  School Business Plan

Highlight the school services you offer your clients. The USPs and differentiators you offer are
always a plus.

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For instance, you may include education programs, extracurricular activities, special education
services, etc as your services.
Start writing here..

School Business Plan | Business Plan 2023 7/49

Marketing & Sales Strategies

 Help tip  School Business Plan

Outline your sales and marketing strategies—what marketing platforms you use, how you plan
on acquiring students, etc.

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Start writing here..

Financial Highlights

 Help tip  School Business Plan

Briefly summarize your financial projections for the initial years of business operations. Include
any capital or investment requirements, associated startup costs, projected revenues, and
profit forecasts.
To unlock help try Upmetrics! 

Start writing here..

School Business Plan | Business Plan 2023 8/49

Units Sold v/s Revenue

Units Sold Revenue

15.00k

10.00k

5.00k

0
Year 1 Year 2 Year 3

End of interactive chart.

Financial Year Units Sold Revenue

Year 1 1,550 $10,000

Year 2 1,800 $12,000

Year 3 2,050 $14,000

 Help tip  School Business Plan

Summarize your executive summary section with a clear CTA, for example, inviting angel
investors to discuss the potential business investment.

To unlock help try Upmetrics! 

Write a call to action for your business plan.

School Business Plan | Business Plan 2023 9/49

2.

Company Overview

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 Depending on what details of your business are essential, you’ll need
different elements in your business overview.

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Still, there are some foundational elements like business name, legal
structure, location, history, and mission statement that every business
overview should include.
 Help tip  School Business Plan

Describe your business in this section by providing all the basic information:

Describe what kind of school business you run and the name of it. You may specialize in one of
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the following school businesses:

• Public schools
Start writing here..
• Private schools
• Charter schools
Ownership
• Magnet schools
• Virtual or online schools
• Boarding schools
 Help tip  School Business Plan
• International schools
List the names of
• Religious your school’s founders or owners. Describe what shares they own and their
schools
responsibilities for efficiently managing the business.
Describe the legal structure of your school, whether it is a sole proprietorship, LLC, partnership,
To unlock help try Upmetrics! 
or others.

Explain
Start writingwhere
here..your business is located and why you selected the place.

Business Owners

100% John Doe

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Mission statement

 Help tip  School Business Plan

Summarize your business’ objective, core principles, and values in your mission statement. This
statement needs to be memorable, clear, and brief.

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❛ Our mission at [School Name] is to [Mission Statement, e.g.,

provide a high-quality, holistic education that equips our students
with the necessary skills and knowledge to succeed in their future
endeavours, while also fostering a love for learning and a sense
of global citizenship].

❜
Business history

 Help tip  School Business Plan

If you’re an established school, briefly describe your business history, like—when it was
founded, how it evolved over time, etc.

Additionally, If you have received any awards or recognition for excellentTo unlock help try Upmetrics! 
work, describe them.

Start writing here..

Future goals

 Help tip  School Business Plan

It’s crucial to convey your aspirations and vision. Mention your short-term and long-term goals;
they can be specific targets for revenue, market share, or expanding your services

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Start writing here..

School Business Plan | Business Plan 2023 12/49

3.

Market Analysis

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 Market analysis provides a clear understanding of the market in which your
printing business will run along with the target market, competitors, and
growth opportunities.
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Your market analysis should contain the following essential components:

 Help tip  • Target

School market.
Business Plan

• Market size and growth potential.

To write the introduction section of your market analysis, start by clearly identifying your
• Competitive analysis.
primary target market.
• Market trends.
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Mention specific industries or sectors
• Regulatory that your business aims to serve. Next,
environment. define your ideal
customer by listing the attributes they value most, such as quality, affordability, or
convenience.
Start writing here..

Finally, discuss the insights gained from your market research. Highlight the needs and
preferences of your potential clients, and explain how your products or services meet those
Target Market
specific demands.

This will set a strong foundation for the rest of your market analysis, demonstrating that you
 Help tip  School Business
have a clear understanding
Plan
of your target audience and their needs.

Start this section by describing your target market. Define your ideal customer and explain what
types of services they prefer. Creating a buyer persona will help you easily define your target
market to your readers.
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For instance, families looking for additional education or extracurricular activities are the ideal
market
Start for
writing private schools generally.
here..

Market size and growth potential

 Help tip  School Business Plan

Describe your market size and growth potential and whether you will target a niche or a much
broader market.

For instance, the US education industry is to be $3.12 trillion by 2030, soTo

it unlock help try Upmetrics! 
is crucial to define
the segment of your target market and its growth potential.
Start writing here..

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Market Size

500k
Available Market
All students in the region aged 5-18.

Served Market
Students in the region seeking K-12
education.
300k
Target Market
Students aged 5-18 seeking quality,
personalized K-12 education with a 50k
focus on [specific program or

 Help tip  School Business Plan

Identify and analyze your direct and indirect competitors. Identify their strengths and
weaknesses, and describe what differentiates your school from them.

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Point out how you have a competitive edge in the market.

Competitive analysis

Harvard-Westlake School
Harvard-Westlake School is a prestigious private school located in Los Angeles, known for its rigorous
academic programs and exceptional faculty.

Features Strengths Weaknesses

Comprehensive academic Renowned reputation and high High tuition fees, limiting access
curriculum academic standards for low-income families

Wide range of extracurricular Established network of alumni Limited scholarship programs

activities
Strategic location in Los Some criticism regarding lack of
Strong emphasis on college Angeles, attracting students diversity among faculty
preparation from affluent families

Diverse and inclusive student

body

School Business Plan | Business Plan 2023 15/49

KIPP Public Charter School
KIPP is a network of public charter schools that focuses on providing education to underserved
communities across the United States.

Features Strengths Weaknesses

Extended school day and year Proven success in improving Limited extracurricular activities
academic outcomes for low- and resources compared to
Strong emphasis on character
income students private schools
development
Strong sense of community Some criticism regarding strict
College and career counseling
and support disciplinary policies
Support services for alumni in
Diverse student body and Possible limitations in curriculum
college
faculty due to public funding restrictions

Connections Academy
Connections Academy is a leading online virtual school provider, offering K-12 education to students
across the United States.

Features Strengths Weaknesses

Flexible online learning Accessibility for students in Limited social interaction and
environment remote or underserved areas extracurricular activities

Accredited curriculum and Flexibility for students with Some criticism regarding the
certified teachers specific needs or quality of online instruction
circumstances
Wide range of courses, Potential technical barriers for
including AP and honors Strong support services, students without reliable internet
classes including counseling and access
tutoring
Personalized learning plans

Market trends

 Help tip  School Business Plan

Analyze emerging trends in the industry, such as technology disruptions, changes in customer
behavior or preferences, etc. Explain how your business will cope with all the trends.

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Start writing here..

School Business Plan | Business Plan 2023 16/49

Regulatory environment

 Help tip  School Business Plan

List regulations and licensing requirements that may affect your school business, such as
education laws & regulations, government accreditation, teacher certificate & licensing, health &
safety regulations, etc.
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Start writing here..

School Business Plan | Business Plan 2023 17/49

4.

Products and Services

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 The product and services section of a school business plan should describe
the specific services and products that will be offered to customers. To write
this section should include the following:
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• Introduce what you are gonna offer.

• List products/services with detailed descriptions.
 Help tip  School Business Plan
• Pricing structure.
• Product/service
To craft the introduction lifecycle.
for your "Products and Services" chapter, begin by positioning your
business within its industry, emphasizing
• Safety and qualityits unique strengths or value proposition.
assurance.
• Support and warranty.
Highlight not only the tangible products or services you offer but also theTooverarching
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benefits
or solutions they provide to customers. Mention any key resources or expertise that elevate
your
Start offerings,
writing here.. such as advanced technology or a dedicated team.

Conclude the introduction by signposting readers to the deeper exploration of your offerings in
the following sections. This approach ensures that readers understand the context,
 Help tip
significance, and scope of what your business brings to the table.

Mention the school services your business will offer. This list may include services like,

• Education programs
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• Extracurricular activities
• Counseling & Guidance
Services
• Special education services
• Transportation services
Elementary Education Program
• Food services
Price: [$5,000] per annum
• Testing and assessments


A comprehensive education program tailored to meet the
needs of elementary school students, covering essential
subjects such as mathematics, science, and English.

Specifications

• Grades: 1st to 5th

• Subjects Covered: Mathematics, Science, English,

Social Studies, and Art.

• Class Size: Maximum of 20 students per class

• Duration: 9 months

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 After-School Tutoring
Price: [$30] per hour


One-on-one tutoring sessions with qualified teachers,
focused on providing additional academic support in
subjects where the student may need extra help.

Specifications

• Subjects Covered: Mathematics, Science, English, and

Social Studies.

• Age Group: 6 to 18 years old

• Availability: Monday to Friday, 3 PM to 6 PM

School Transportation
Price: [$1,000] per annum


Safe and reliable transportation services for students,
ensuring they can commute to and from school without
any hassle.

Specifications

• Service Area: Within 20 miles of the school location.

• Vehicle Type: Buses and vans, all equipped with

safety features.

• Pickup/Drop-off Points: Designated areas within the

service area.

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 Summer Camp
Price: [$500] per week


A fun and educational summer camp program that
includes a mix of academic learning, sports, and creative
activities.

Specifications

• Age Group: 6 to 15 years old

• Duration: 1 week

• Activities Included: Academic classes, sports, art and

crafts, and outdoor adventures.

• Location: School premises and nearby locations for

outdoor activities.

Specialized Programs

 Help tip  School Business Plan

Highlight any specialized programs or services your school provides in this section.

Extracurricular activities, artistic initiatives, sports teams, STEM efforts, language immersion
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programs, and advanced placement courses may fall under this category.

Start writing here..

Student Leadership Programs

 Help tip  School Business Plan

If your school has a vibrant student leadership program that encourages students to grow as
leaders, participate in volunteer work in the community, and actively contribute to the
improvement, then mention it here.
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Start writing here..

School Business Plan | Business Plan 2023 21/49

Additional Services

 Help tip  School Business Plan

Mention if your school business offers any additional services. You may include services like,
after-school programs, school transportation, food services, parent education & involvement,
etc.
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Start writing here..

School Business Plan | Business Plan 2023 22/49

5.
Sales And Marketing
Strategies

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 Writing the sales and marketing strategies section means a list of strategies
you will use to attract and retain your clients.

Here are some key points to include in your marketing To unlock help try Upmetrics! 
plan:

• Define a unique selling proposition (USP).

 Help Tip  School Business
• Explain Plan
pricing strategy.
• Marketing strategies.
To create an effective introduction for your "Sales and Marketing Strategies" chapter, start by
setting the stage within• your
Salesspecific
strategies.
industry or market.
• Customer retention.
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Emphasize the competitive nature of your field and the importance of both quality services and
strategic marketing in this context.
Start writing here..
Clearly state the objectives of your sales and marketing strategies, which should include
maximizing outreach, fostering engagement, and achieving sustained growth.

Unique Selling
Additionally, Proposition
mention (USP)or approaches you will employ, whether traditional
the specific techniques
or modern, to establish your brand as the preferred choice for your target audience.

 Help
This tip
introduction  SchoolaBusiness
provides Plan
clear overview and prepares readers for the detailed strategies that
follow.
Define your business’s USPs depending on the market you serve, the equipment you use, and
the unique services you provide. Identifying USPs will help you plan your marketing strategies.

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For example, specialized programs, educational philosophies, experienced faculty, or a strong
track record of academic achievements could be some of the great USPs for school business.
Start writing here..

Pricing Strategy

 Help tip  School Business Plan

Describe your pricing strategy—how you plan to price your services and stay competitive in the
local market. You can mention any discounts you plan on offering to attract new students.

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Start writing here..

School Business Plan | Business Plan 2023 24/49

  Help tip  School Business Plan

Discuss your marketing strategies to market your services. You may include some of these
marketing strategies in your business plan—social media marketing, Google ads, brochures,
content marketing, and print marketing.
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Marketing strategies

Online

Social Media Googlr

 Use social media platforms to

connect with potential students
 Leverage Google Ads to target your
audience and promote your
and parents. services.

Content Marketing

 Create valuable content to educate

and engage your audience.

Offline

Brochures and Print Marketing

 Use brochures and print marketing to showcase your offerings.

School Business Plan | Business Plan 2023 25/49

  Help tip

Outline the strategies you’ll implement to maximize your sales. Your sales strategies may
include targeted marketing, personalized sales approach, referral programs, conversion
strategies, etc.
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Sales strategies

Personalized Sales Approach Referral Programs

 Personalize your sales approach to

meet the unique needs of each
 Add referral programs you have in
place to incentivize word-of-mouth
prospective student and parent. marketing.

Targeted Marketing Conversion Strategies

 Target specific segments of your

market to increase sales.
 Analyze the techniques you use to
convert leads into enrolled
students.

 Help tip

Describe your customer retention strategies and how you plan to execute them. For instance
excellent services, alumni engagement, parental engagement, etc.

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Customer retention

Parental Engagement Alumni Engagement

 Involve parents in the educational

process and create a supportive
 Engage with alumni to maintain a
strong relationship.
community.

Excellent Services

 Provide exceptional services that

contribute to customer satisfaction
and retention.

School Business Plan | Business Plan 2023 26/49

6.

Operations Plan

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 When writing the operations plan section, it’s important to consider the
various aspects of your business operations.

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Here are the components to include in an operations plan:

• Describe the operational process.

 Help tip  School Business
• Describe Plan
your supply chain.
• Customer satisfaction.
To create an effective introduction for your "Operational Plan" chapter, start by emphasizing the
pivotal role of efficient •operations
Equipmentin&the
Machinery.
success of your business, underscoring how they
directly impact the quality of services delivered.
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Make it clear that operational excellence is crucial for fulfilling your commitments to customers
and
Start ensuring
writing optimal outcomes.
here..

Then, briefly outline what readers can expect in this chapter, mentioning key areas you'll cover
such as staffing, operational processes, and facilities.
Staffing & Training
This introduction sets the stage by highlighting the significance of operational planning and
piques the reader's interest in the detailed insights to come.
 Help tip  School Business Plan

Mention your business’s staffing requirements, including the number of employees or teachers
needed. Include their qualifications, the training required, and the duties they will perform.

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Start writing here..

Operational Process

 Help tip  School Business Plan

Outline the processes and procedures you will use to run your school business. Your
operational processes may include enrollment process, staffing & human resources, classroom
management, finance & budgeting, etc.
To unlock help try Upmetrics! 

Start writing here..

School Business Plan | Business Plan 2023 28/49

Equipment & Software

 Help tip  School Business Plan

Include the list of equipment and software required for school, such as whiteboards &
projectors, student information systems, learning management systems, communication &
collaboration tools, etc.
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Explain how these technologies help you maintain quality standards and improve the efficiency
ofwriting
Start your business
here.. operations.

School Business Plan | Business Plan 2023 29/49

7.

Management Team

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 The management team section provides an overview of the individuals
responsible for running your business plan.

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This section should provide a detailed description of the experience and
qualifications of each manager, as well as their responsibilities and roles.

 Help tip  • Describe

School thePlan
Business role and responsibilities of the Founders/CEO.
• List the core team.
To craft an introduction for your "Management Team" chapter, begin by emphasizing the crucial
• Describe organizational structure.
role of leadership in the success of any business.
• Compensation plan.
Highlight your company's commitment
• List to having a strong and dedicatedTo
Advisors/Consultants.
unlock help try Upmetrics! 
management team.
Showcase the diversity and expertise of your team members, illustrating how their varied
backgrounds
Start writing here..contribute to the overall strength of your organization.

Conclude by emphasizing the team's experience and how it positions your program as a leader
in your industry.
Key managers
This introduction will set the stage for readers to understand the significance and capabilities
of your management team, creating a positive impression as they delve into the details of each
 Help tip  and
team member's role
School Business Plan
contributions in the subsequent sections.

Introduce your management and key members of your team, and explain their roles and
responsibilities.

It should include, key executives(e.g. principal), senior management, andToother

unlock help try Upmetrics! 
department
managers (e.g. operations manager, admission manager, facilities manager) involved in the
school
Start business
writing here.. operations, including their education, professional background, and any
relevant experience in the industry.

JOHN DOE
CEO & Co-founder - john.doe@example.com

John is a visionary leader with a passion for education and a commitment to

excellence.

He has a Masters in Education Leadership from Harvard University and over 20

years of experience in the educational sector.

His career spans various roles, from a classroom teacher to an educational

consultant, before co-founding [School Name].

School Business Plan | Business Plan 2023 31/49

 JANE DOE
Principal - jane.doe@example.com

Jane is an experienced educator with a strong background in curriculum

development and school administration.

She holds a Master's in Education Administration from Stanford University and

has 15 years of experience in the education sector.

Her leadership and strategic planning skills have been instrumental in shaping
the academic programs at [School Name].

MICHAEL JOHNSON
Operations Manager - michael.johnson@example.com

Michael has a degree in Business Administration and over 10 years of

experience in managing operations for educational institutions.

His expertise lies in optimizing processes, ensuring compliance with

regulations, and managing day-to-day school operations efficiently.

LISA WHITE
Admission Manager - lisa.white@example.com

Lisa has a Bachelor's degree in Public Relations and has worked in student
admissions for over 8 years.

Her role involves managing the admission process, handling public relations,
and ensuring a smooth enrollment process for new students.

DAVID BROWN
Facilities Manager - david.brown@example.com

David has a degree in Civil Engineering and has been managing facilities for
educational institutions for 12 years.

His expertise lies in maintaining and improving school facilities to provide a

safe and conducive learning environment.

School Business Plan | Business Plan 2023 32/49

Organizational structure

 Help tip  School Business Plan

Explain the organizational structure of your management team. Include the reporting line and
decision-making hierarchy.

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Start writing here..

Organization chart

John Doe
CEO

Michael
Johnson
Operations Jane Doe
Manager COO

Emily Adams Lisa White

HR Manager Robert Gray Admission David Brown
Finance Manager Facilities
Manager Manager

End of interactive chart.

Compensation plan

 Help tip  School Business Plan

Describe your compensation plan for the management and staff. Include their salaries,
incentives, and other benefits.

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Start writing here..

School Business Plan | Business Plan 2023 33/49

  Help tip

Mentioning advisors or consultants in your business plans adds credibility to your business
idea.

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So, if you have any advisors or consultants, include them with their names and brief information
consisting of roles and years of experience.
Board of advisors

[ADVISOR 1 NAME]
Advisor 1

• Role: [Describe their role and the specific areas of the business they
advise on.]

• Years of Experience: [Include their years of experience and any relevant

qualifications.]

[ADVISOR 2 NAME]
Advisor 2

• Role: [Describe their role and the specific areas of the business they
advise on.]

• Years of Experience: [Include their years of experience and any relevant

qualifications.]

School Business Plan | Business Plan 2023 34/49

8.

Financial Plan

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 When writing the financial plan section of a business plan, it’s important to provide a comprehensive overview of your financial
projections for the first few years of your business, You may provide the following:

To unlock help try Upmetrics! 

• Introduction.
• Add startup costs (for new businesses).
• Profit & lossPlan
statement.
 Help tip  School Business
• Cash Flow Statement.
To create an effective introduction for your "Financial Plan" chapter, begin by stressing the critical role of a well-structured financial plan in the
• Balance sheet.
success of your venture.
• Break-even analysis.
• Sales
Emphasize how this plan as the foundation for sustainability and profitability while keeping your services affordableToand
forecast.
serves unlock help try Upmetrics! 
accessible.
• Financing needs.
Mention that the upcoming section will provide detailed insights into your projected financial statements, outlining revenue streams, expenses,
Start writing here..
and the strategic path to financial stability.

This introduction will help your readers understand the significance of the financial plan and its alignment with your mission and goals, setting

theHelp tip
stage  School
for a deeper Business Plan
exploration of your financial strategy.

Describe details such as projected revenue, operational costs, and service costs in your projected profit and loss statement. Make sure to include
your business’s expected net profit or loss.

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Profit & loss statement

2023-24 2024-25 2025-26 2026-27 2027-28

Revenue $0 $0 $0 $0 $0

School Business Plan | Business Plan 2023 36/49

 2023-24 2024-25 2025-26 2026-27 2027-28

Cost Of Sales $0 $0 $0 $0 $0

General Costs $0 $0 $0 $0 $0

Revenue Specific Costs $0 $0 $0 $0 $0

Personnel Costs (Direct

$0 $0 $0 $0 $0
Labor)

Gross Margin $0 $0 $0 $0 $0

Gross Margin (%) 0% 0% 0% 0% 0%

Operating Expense $0 $0 $0 $0 $0

Payroll Expense
$0 $0 $0 $0 $0
(Indirect Labor)

General Expense $0 $0 $0 $0 $0

Bad Debt $0 $0 $0 $0 $0

Amortization of Current
$0 $0 $0 $0 $0
Assets

EBITDA $0 $0 $0 $0 $0

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 2023-24 2024-25 2025-26 2026-27 2027-28

Additional Expense $0 $0 $0 $0 $0

Long Term
$0 $0 $0 $0 $0
Depreciation

Gain or loss from Sale

$0 $0 $0 $0 $0
of Assets

EBIT $0 $0 $0 $0 $0

Interest Expenses $0 $0 $0 $0 $0

EBT $0 $0 $0 $0 $0

Income Tax Expense $0 $0 $0 $0 $0

Total Expense $0 $0 $0 $0 $0

Net Income $0 $0 $0 $0 $0

Net Income (%) 0% 0% 0% 0% 0%

Retained Earning
$0 $0 $0 $0 $0
Opening

Owner's Distribution $0 $0 $0 $0 $0

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 2023-24 2024-25 2025-26 2026-27 2027-28

Retained Earning
$0 $0 $0 $0 $0
Closing

 Help tip  School Business Plan

The cash flow for the first few years of your operation should be estimated and described in this section. This may include billing invoices,
payment receipts, loan payments, and any other cash flow statements.

To unlock help try Upmetrics! 

Cash flow statement

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Cash Received $0 $0 $0 $0 $0

Cash Paid $0 $0 $0 $0 $0

COS & General Expenses $0 $0 $0 $0 $0

Salary & Wages $0 $0 $0 $0 $0

Interest $0 $0 $0 $0 $0

Sales Tax $0 $0 $0 $0 $0

Income Tax $0 $0 $0 $0 $0

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 2023-24 2024-25 2025-26 2026-27 2027-28

Net Cash From

$0 $0 $0 $0 $0
Operations

Assets Sell $0 $0 $0 $0 $0

Assets Purchase $0 $0 $0 $0 $0

Net Cash From

$0 $0 $0 $0 $0
Investments

Amount Received $0 $0 $0 $0 $0

Loan Received $0 $0 $0 $0 $0

Common Stock

Preferred Stock $0 $0 $0 $0 $0

Owner's Contribution $0 $0 $0 $0 $0

Amount Paid $0 $0 $0 $0 $0

Loan Capital $0 $0 $0 $0 $0

Dividends & Distributions $0 $0 $0 $0 $0

Net Cash From

$0 $0 $0 $0 $0
Financing

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 2023-24 2024-25 2025-26 2026-27 2027-28

Summary

Starting Cash $0 $0 $0 $0 $0

Cash In $0 $0 $0 $0 $0

Cash Out $0 $0 $0 $0 $0

Change in Cash $0 $0 $0 $0 $0

Ending Cash $0 $0 $0 $0 $0

 Help tip  School Business Plan

Create a projected balance sheet documenting your school business’s assets, liabilities, and equity.

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Balance sheet

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Assets $0 $0 $0 $0 $0

Current Assets $0 $0 $0 $0 $0

School Business Plan | Business Plan 2023 41/49

 2023-24 2024-25 2025-26 2026-27 2027-28

Cash $0 $0 $0 $0 $0

Accounts Receivable $0 $0 $0 $0 $0

Inventory $0 $0 $0 $0 $0

Other Current Assets $0 $0 $0 $0 $0

Long Term Assets $0 $0 $0 $0 $0

Gross Long Term Assets $0 $0 $0 $0 $0

Accumulated Depreciation $0 $0 $0 $0 $0

Liabilities & Equity $0 $0 $0 $0 $0

Liabilities $0 $0 $0 $0 $0

Current Liabilities $0 $0 $0 $0 $0

Accounts Payable $0 $0 $0 $0 $0

Income Tax Payable $0 $0 $0 $0 $0

Sales Tax Payable $0 $0 $0 $0 $0

Short Term Debt $0 $0 $0 $0 $0

Long Term Liabilities $0 $0 $0 $0 $0

Long Term Debt $0 $0 $0 $0 $0

School Business Plan | Business Plan 2023 42/49

 2023-24 2024-25 2025-26 2026-27 2027-28

Equity $0 $0 $0 $0 $0

Paid-in Capital $0 $0 $0 $0 $0

Common Stock $0 $0 $0 $0 $0

Preferred Stock $0 $0 $0 $0 $0

Owner's Contribution $0 $0 $0 $0 $0

Retained Earnings $0 $0 $0 $0 $0

Check $0 $0 $0 $0 $0

 Help tip  School Business Plan

Determine and mention your business’s break-even point—the point at which your business costs and revenue will be equal.

This exercise will help you understand how much revenue you need to generate to sustain or be profitable.
To unlock help try Upmetrics! 

Break-even Analysis

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Starting Revenue $0 $0 $0 $0 $0

School Business Plan | Business Plan 2023 43/49

 2023-24 2024-25 2025-26 2026-27 2027-28

Net Revenue $0 $0 $0 $0 $0

Closing Revenue $0 $0 $0 $0 $0

Starting Expense $0 $0 $0 $0 $0

Net Expense $0 $0 $0 $0 $0

Closing Expense $0 $0 $0 $0 $0

Is Break Even? 0 0 0 0 0

Break Even Month 0 0 0 0 0

Days Required 0 0 0 0 0

Break Even Revenue $0 $0 $0 $0 $0

Break Even Units

School Business Plan | Business Plan 2023 44/49

Financing needs

 Help tip  School Business Plan

Calculate costs associated with starting a school business, and estimate your financing needs and how much capital you need to raise to
operate your business.

To unlock help try Upmetrics! 

Be specific about your short-term and long-term financing requirements, such as investment capital or loans.

Start writing here..

School Business Plan | Business Plan 2023 45/49

School Business Plan | Business Plan 2023 46/49
9.

Appendix

School Business Plan | Business Plan 2023 47/49

 When writing the appendix section, you should include any additional
information that supports the main content of your plan. This may include
financial statements, market research data, legal documents, and other
To unlock help try Upmetrics! 
relevant information.

• Include a table of contents for the appendix section to make it easy for
readers to find specific information.
• Include financial statements such as income statements, balance
sheets, and cash flow statements. These should be up-to-date and
show your financial projections for at least the first three years of your
business.
• Provide market research data, such as statistics on the size of the
printing industry, consumer demographics, and trends in the industry.
• Include any legal documents such as permits, licenses, and contracts.
• Provide any additional documentation related to your business plans,
such as marketing materials, product brochures, and operational
procedures.
• Use clear headings and labels for each section of the appendix so that
readers can easily find the information they need.

Remember, the appendix section of your business plan should only include
relevant and important information that supports the main content of your
plan.

School Business Plan | Business Plan 2023 48/49

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