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Business Plan Guidelines

The document outlines a comprehensive business plan structure, detailing sections such as the Executive Summary, Company Description, Market Analysis, Organization and Management, Products or Services Line, Marketing and Sales Strategy, Financial Plan/Projections, and Appendix. Each section includes specific guidelines to effectively convey the business's identity, market positioning, operational structure, offerings, marketing strategies, financial forecasts, and supporting documents. The aim is to create a clear and impactful plan that demonstrates the business's potential for success.

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saintaloysiusgonzaga06
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7 views2 pages

Business Plan Guidelines

The document outlines a comprehensive business plan structure, detailing sections such as the Executive Summary, Company Description, Market Analysis, Organization and Management, Products or Services Line, Marketing and Sales Strategy, Financial Plan/Projections, and Appendix. Each section includes specific guidelines to effectively convey the business's identity, market positioning, operational structure, offerings, marketing strategies, financial forecasts, and supporting documents. The aim is to create a clear and impactful plan that demonstrates the business's potential for success.

Uploaded by

saintaloysiusgonzaga06
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as DOCX, PDF, TXT or read online on Scribd
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1.

Executive Summary
- Purpose: Summarize the key aspects of the business plan for a quick understanding of your business.
- Guidelines:
- Write it last so that you can capture the main points from the entire plan.
- Start with a strong, engaging statement about your business and its mission.
- Highlight key information like your target market, products or services, and growth potential.
- Keep it concise (1-2 pages) but impactful, as it’s often the first (and sometimes only) section read.

2. Company Description
- Purpose: Provide an in-depth look at your business’s identity and goals.
- Guidelines:
- Describe what your business does, who it serves, and what problem it solves.
- Explain your business structure (e.g., LLC, corporation), history, and stage of development.
- Detail your short-term and long-term goals.
- Include unique selling points and competitive advantages.
- Keep the language straightforward and focus on clear, mission-driven objectives.

3. Market Analysis
- Purpose: Demonstrate your knowledge of the market and your ability to compete.
- Guidelines:
- Profile your ideal customers and provide demographic and psychographic details.
- Identify your target market (e.g., age, location, lifestyle).
- Explain why these people would want or need your product or service.
- Describe any competitors and explain what makes your business stand out.
- Conduct a SWOT (Strengths, Weaknesses, Opportunities, Threats) analysis.
- Use charts, graphs, and tables for clarity and to make the data more digestible.
- Identify gaps in the market and explain how your business will fill them.

4. Organization and Management


- Purpose: Outline the business’s internal structure and key personnel.
- Guidelines:
- Create an organizational chart showing the hierarchy and role distribution.
- Decide on the structure of your business (e.g., sole proprietorship, partnership).
- List who is involved in the business and their roles (e.g., manager, chef, marketer).
- Introduce key members of the team, emphasizing their qualifications and contributions.
- Include advisory board members if applicable.
- Describe each team member’s responsibilities and how they will drive the business forward.
- If roles are still unfilled, detail your plan for recruiting key positions.

5. Products or Services Line


- Purpose: Explain what you sell or offer, focusing on benefits to customers.
- Guidelines:
- Clearly describe each product or service, including unique features.
- Focus on how your offerings solve problems or meet specific needs for your target market.
- Highlight what makes them appealing to customers, such as price, quality, or unique features.
- Outline pricing strategy, production methods, and distribution plans.
- Highlight any intellectual property or proprietary technology.
- Mention any suppliers, ingredients, or materials needed.
6. Marketing and Sales Strategy
- Purpose: Outline your approach for reaching customers and generating sales.
- Guidelines:
- Use the 4Ps (Product, Price, Place, Promotion) as a framework for the marketing strategy.
- Discuss target marketing channels (social media, partnerships, ads) and specific campaigns.
- Explain how you will promote your business to attract customers (e.g., social media, discounts,
flyers).
- Explain your sales approach: direct, through distributors, or online, and describe the sales cycle.

7. Financial Plan/Projections
- Purpose: Forecast the financial success of your business to prove viability.
- Guidelines:
- List any costs needed to start the business, such as supplies, rent, or marketing expenses.
- Estimate monthly sales and expenses to show how you plan to make a profit.
- Provide a 2-3-month financial projection covering income statements, cash flow, and balance
sheets.
- Use visual aids like charts and tables to make the financial data easier to interpret.

8. Appendix
- Purpose: Provide additional information to support the main sections.
- Guidelines:
- Include resumes of key team members, product photos, relevant patents.
- Provide any supporting market research, contracts, or partnerships.
- Make it easy for readers to navigate by clearly labeling each document.
- Avoid overloading this section with unnecessary information; keep it relevant.

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