Below you will find a sample layout for a formal business plan. This is used for our Starter Company Plus program applicants.
Contact us to receive the fillable word version and to set up a free consultation with one of our consultants.
| Title Page | Business Name Owner’s Name Contact Information |
| Table of Contents | Include page numbers for each section. |
| Executive Summary | This summary is a condensed version of your business plan, and should explain the business in a quick snap shot. This summary should communicate the essence of your business model. |
| Business Description | Vision, Mission, Business Overview, Value Proposition Statement, Business Structure, Market Location |
| Business Objectives | List of SMART goals for the first 12 months of your business. |
| Products and Services | Describe your products and/or services. |
| Market Research | Industry factors and trends, the market climate, competitive analysis to define your competitor’s strengths/weaknesses, what they charge and how they promote. |
| Customers | Customer segments, what you need to know about these groups, your target market, your ideal customer. |
| Marketing Plan | Position – How do you want to be perceived relative to your competitors in the market? Promotion – How are you going to market your product and service? Pricing – What are you going to charge? |
| Sales | Identify your sales targets, the average price charged per unit/per hour/per project. How many prospects/sales transactions needed to accomplish sales targets? |
| Operations | Location, Legal Requirements, Insurance, Human Resources & Hiring, Team, Risk Management |
| Finance | Map out your startup costs and create a cash flow statement. |
| Appendices | Additional documents that are essential to the business. |