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Business Plan Template

1. Please ensure that all requested supporting documentation

and evidence is enclosed. The application will not be
considered until all information is received.

2. If you require any help completing these forms please contact

us on the numbers or email detailed below.

3. Once you have completed your application please upload your

documents to your secure client login area of our website or
alternatively send the completed application via post to,

Foundation East
BXUX
Saxon House
7 Hillside Road
Bury St Edmunds
Suffolk
IP32 7EA

Freepost RRAS-ZZJJFoundation East

Saxon House
7 Hillside Road
Bury St Edmunds
IP32 7EA

Telephone: 01284 757 777

Email:
info@foundationeast.org
Website:
www.foundationeast.org

SECTION 1 USE OF LOAN

LOAN USE

Please list what the loan will be used for:

State specifically how the money you are applying for will be used
e.g. development of a website 2000, computer 800,

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Business Plan Template

FINANCES

What finances you have secured from other sources including your own personal
contribution. e.g. loan from bank 10000, gift from relative 3000, personal contribution
5000

SECTION 2 BRIEF OVERVIEW OF YOUR BUSINESS

WHAT DOES YOUR BUSINESS DO?

Describe what your business does and summarise any trading history.

PRODUCTS AND SERVICES

What are the main products and services offered by your business?

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Business Plan Template

USP

What is your Unique Selling Point (USP)? What makes your business different from your
competitors?

THE KEY PEOPLE IN THE BUSINESS

Name the people in your business and their roles

e.g. you, any partners, directors, managers and/or key employees
Name

Position

SECTION 3 LEGAL MATTERS

LICENCES

Role

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State any licences / registrations that may be required:
You need to identify any licences or registrations that are needed before your business can
start trading e.g. registrations with the Information Commissioner, Environmental Health
Officer, Financial Services Authority, Office of Fair Trading or any other licences /certificates.

INSURANCES

State what business insurances you will need:

You will need to identify the type(s) of insurance cover required by your business and obtain
a quotation e.g. public liability, employers liability, indemnity, stock, fixtures and fittings,
product
liability,
or any other type.
Type of
insurance
Covers
Quote

RULES AND REGULATIONS

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Business Plan Template
Have you considered and made provision for all rules and regulations that might apply to
your business? E.g. Health and Safety Regulations, Data Protection Act, Food Hygiene
regulations, Disability Discrimination Act, Fire regulations.
Explain
how
will you
up to
date
with
new
legislative
E.g.
Food
Hygiene
I keep
will make
sure
each
staff
members
holdsrequirements.
the certificate and there will be
outsourced training available

RULES AND REGULATIONS

What are the environmental issues created by your business, if any? How will they be
Issues:
Mitigated by:
E.g. Use a lot of cardboard

E.g. Using recycled cardboard and recycling

again

SECTION 4 MARKETING RESEARCH

MARKET RESEARCH

Market size
List the areas / cities / towns / localities / areas in which you wish to operate.

CUSTOMER

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Business Plan Template
Describe your typical customer

MARKET SHARE

Having identified the market that you intend to operate in along with your competition, what
do you believe your share of the market will be?
E.g. Based on the number of companies offering a similar service to individuals, I expect that my
share of the market could be 10%

THE MARKET

Is the market static / declining / growing / seasonal and why?

RESEARCH INFORMATION

What market research information have you obtained from reference books / internet etc.
This should provide information on national or trade trends for your industry / service.

RESEARCH INFORMATION

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Business Plan Template
Provide details of the research you have carried out to support the viability of your business
idea in your chosen local market area.

COMPETITION

Who are your major competitors and where are they based?
Name

Location

Strengths

Weaknesses

COMPETITION

Why are you better than they are?

YOUR MARKETING PLAN

Describe how you propose to advertise and promote your products and services to your
customers.
Include a marketing plan with timescales and costing for each marketing activity.

RESEARCH INFORMATION

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Business Plan Template
Determine your place (price) position in the market

List the Products / Services that you and

your competitors will offer

Your Price

Competitor 1
Name:

Compe
Name:

Selling price

Selling

SUPPLIER RESEARCH

Who will you obtain your supplies from?

Who are your suppliers, and where are

they based
E.g. Beef Forever Houghton, Norfolk

Why have you

chosen them
Local to business and
agreeable payment
arrangements

Alternative supplier
Co-operative Food

Special
arrang
30 day
arrange
discoun

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Business Plan Template

STOCK HOLDING

What are your stock holding projections?

Number / Volume / Weight / Value

STOCK HOLDING

Stock holding weeks / months

Why will you hold this level of stock?

CASH FLOW FORECAST

Please explain how you arrived at your sales forecast and then complete the Excel cash flow forecast
spreadsheet from our website found in the secure client login area.

Why do you believe that your sales forecasts are realistic?

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Business Plan Template

SWOT ANALYSIS:

Please Complete a SWOT analysis for your business.

Strengths
What are the particular strengths of my business?

Weaknesses
What are the possible weaknes

Opportunities
What are the opportunities available to my business?

Threats
What are the threats to the suc

SECTION 5 PREMISES
PREMISES

PLANNING PERMISSION

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Business Plan Template
Is planning permission required before you can start working/trading from these premises?
If so, has it been applied for / granted permission?

If freehold premises
Value
Mortgage outstanding
Monthly repayment amount
If Leasehold Premises
Rent
Term
Break clause
Service Charges
Insurance
Amount of cover
Annual premium
When payable

PREMISES

Are the premises adequate for your future needs?

PREMISES

Do you have any competitive advantage in relation to the premises?

e.g. the location and your customer base

SECTION 6 RISKS AND CONTINGENCY PLAN

RISK ANALYSIS

What do you consider to be the risks for your business and how do you intend to mitigate them?

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Political Risks

How Risks Will Be Mitigated

E.g. Regulation Trends; Tax Policy and Trade

Controls; Government Policy; Elections

Economic Risks

How Risks Will Be Mitigated

E.g. Stage of Business Cycle; Current and

Projected Economic Growth; Inflation and
Interest Rates; Unemployment and Labor
Supply; Likely Changes to Economic
Environment

Social Risks

How Risks Will Be Mitigated

E.g. Health, Education and Social Mobility of

Population; Consumer Attitudes; Advertising
and Media; National and Regional Culture;
Lifestyle Choices; Major Events

Technological Risks

How Risks Will Be Mitigated

E.g. Impact of New Technologies; The Internet

and How It Affects Working and Businesses;
Licensing and Patents; Research Funding and
Development

Legal Risks

How Risks Will Be Mitigated

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Business Plan Template
E.g. Home Legislation; International
Legislation; Employment Law; New Laws;
Regulatory Bodies; Environmental Regulation;
Industry-Specific Regulations

Environmental Risks

How Risks Will Be Mitigated

E.g. National Environmental Issues; Local

Environmental Issues; Environmental
Regulations

CONTINGENCY

What contingency plans do you have if you or your key people are unable to fulfil their role?

CONTINGENCY

How will you repay the loan if your business fails?

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