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1、BUSINESS PLAN TEMPLATEWINDOWS VERSIONBUSINESS PLANMy Company123 Main StreetAnytown, USA 10000123-4567Your NameDATETABLE OF CONTENTSExecutive Summary1Management2Company History6Product/Service Description8Objectives10Competitors11Competitive Advantages12Innovation14Pricing16Specific Markets17Growth S
2、trategy18Market Size and Share19Targeting New Markets20Location21Manufacturing Plan22Research & Development23Historical Financial Data24Proforma Financial Data25Proforma Balance Sheet28Cost Control29Effects of Loan or Investment31Attachments3130Executive SummaryMy Company was formed as a proprietors
3、hip, partnership, corporation in Month, Year in City, State, by John Doe in response to the following market conditions:Startup, growth opportunities exist in Product/Service.The need for use of efficient distribution and financial methods in these overlooked markets.I/We have several customers who
4、are willing to place large orders,contracts within the next three months.Several other prospective customers/clients have expressed serious interest in doing business within six months.I/We previously owned a company that was active in the widget markets. Over the past few years I spent much time st
5、udying ways to improve overall performance and increase profits. This plan is a result of that study.The basic components of this plan are:1. Competitive pricing2. Expand the markets3. Increased advertising4. Lower our unit costs,5. Thereby achieving higher profits.1. Sign contracts2. Increased adve
6、rtising3. Increase office staffTo this end, I/we need investment from private individuals and/or companies. A total of $XXX is being raised which will be used to finance working capital, plant and equipment. The company will be incorporated and common stock issued to investors. The company will be r
7、un as a proprietorship, partnership, corporation.Financial GoalsYear 1Year 2Year 3Sales$1,000,000$1,400,000$1,600,000Net Income$25,000$250,000$375,000Earnings per share.01.12.14 ManagementNameTitleExperienceSales growth from zero to $1,000,000 in five years.Led market in market share - 30%.Formulate
8、d advertising budgets & campaigns.Pioneered new distribution channels.Established national sales force.Established national repair & service centers.Brought new and innovative products to the market. Designed point-of-purchase materials.EducationUniversity of BostonBoston, MAB.A. - Computer Sciences
9、Short BiographiesPresidentJohn Q. Doe, Chief Executive Officer, and Director since February 1988 and President since January 1990. Mr. Doe was the founder and Chief Executive Officer of the original operating company known as Random Excess, Inc. He has had experience in the widget field with his own
10、 firm, John Doe Co., of Oshkosh (Wisconsin), from 1980 to 1987. This firm was sold to FatCat Widgets, Inc. in 1987. Mr. Doe has held a sales position with U S West Inc. since then. Mr. Doe graduated from the University of Colorado in 1981 with a bachelors degree in philosophy. Mr. Doe is employed by
11、 the Company on a full-time basis.Chief Financial OfficerRichard Roe, CPA, Chief Financial Officer, Treasurer and Director. Mr. Roe joined Random Excess, Inc. in December 1988 as a corporate controller and was named Chief Financial Officer in July 1989. Mr. Roe was appointed Treasurer and a Director
12、 in July 1990. He served as corporate controller of XYZ Lumber Company from August 1981 to December 1988. Mr. Roe graduated from Metropolitan State College in Denver, Colorado in 1976 with a bachelors degree in accounting. Since 1979 he has been licensed as a Certified Public Accountant in the State
13、 of Colorado and is a member of the American Institute of Certified Public Accountants. Mr. Roe is employed by the Company on a full-time basis.Vice PresidentJoe Dokes, Secretary, Executive Vice President and Director. Mr. Dokes supervises the companys sales and implementations to its largest corpor
14、ate customers, including US West, Great West Life Insurance, etc. Mr. Dokes has served as Secretary and a Director since February 1988, Vice President of Operations from February 1988 to December 1988, President of the Company from December 1988 to January 1990 and Vice President of Contract Sales s
15、ince January 1990. He has been involved since 1986 with the private company originally formed as Random Excess, Inc., where his duties included managing the purchasing and sales department. From November 1984 to May 1986 he managed the sales department at Integrated Management Systems, Inc. From June 1983 to October 1984 he was a buyer for Adams County, Colorado, School Di
