STRATEGIC BUSINESS PLAN

EXECUTIVE SUMMARY

CONCISE OVERVIEW

YOUR COMPANY PRODUCT / SERVICE DEVELOPMENT

PRODUCT / SERVICE
MISSION STATEMENT
DESCRIPTION

GUIDING PRINCIPLES PRICING MODEL

PAST TRAJECTORY &

DELIVERY SYSTEM
RESULTS

MANAGEMENT DELIVERY
CONSTRUCT CAPABILITIES

CRITICAL ELEMENT
SUPPLIERS

MARKET RESEARCH

CLIENTS MARKETING PLAN

COMPETITION STRATEGY / TACTICS

MARKET STATUS CLIENT BREAKDOWN

MARKET POSITIONING

MEASURABLE MARKETING GOALS ADVERTISING

CONSUMER CLIMATE PUBLIC RELATIONS

S CROSS-SELLING
MARKET SHARE I CLIENT POSSIBILITIES
T
DISTRIBUTION U
CHANNELS ATEST MARKETING
T
I
DIVERSIFICATION OOTHER
N
A
L

A
SITUATIONAL ANALYSIS (SWOT) N
A
L
INTERNAL FACTORS STRENGTHS ( + ) Y INTERNAL FACTORS WEAKNESSES ( – )
S
I
S

(
S
W
O
T
)

EXTERNAL FACTORS OPPORTUNITIES ( + ) EXTERNAL FACTORS THREATS ( – )

FINANCIAL PLAN OVERALL ASSESSMENT & REVIEW

REVENUE SOURCES TRACKING SYSTEMS

FINANCIAL CAMPAIGN BREAK-

PROJECTIONS EVEN ANALYSIS
PRO FORMA
FINANCIAL CLIENT SURVEYS
STATEMENTS
 ASSOCIATE /
MONTHLY CASH FLOW
ADVISORY BOARD
BUDGET
INPUT
CRITICAL RATIOS /
MARKET SHARE
FINANCIAL
ANALYSIS
STATEMENT ANALYSIS
BUDGET VARIANCE
MARKET SURVEY
ANALYSIS

FINANCIAL REVIEWS
OTHER
& AUDITS

RISK FACTORS (see SWOT) & CONTINGENCIES APPENDICES

MARKET RESEARCH
REVENUE SHORTFALL
STUDY: CLIENTS

NEGATIVE MARKET RESEARCH

LEGISLATION STUDY: COMPETITION
MARKET RESEARCH
ECONOMIC CLIMATE STUDY:
ENVIRONMENT

COMPETITION KEY INFO SOURCES

TECHNOLOGY

ADVERSE PUBLIC
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