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Free-Plan
Business Plan Template
Release 3.0 for Word 97, 2000, XP, 2003, 2007
Business Plan
Tip: Use this page as the cover page. Remove the colored table above and insert
sufficient empty paragraph marks to push the table immediately below down to the
bottom of the page. Consider adding a picture of your offering onto this page.
>> Enter Your Biz Name & Contact Details Here <<
Address xxx
Tel: xxx Fax: xxx
>> Click here and replace this text with your business name
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Table of Contents
Tips:
To update this table of contents, place the cursor on a shaded row and press F9. This
table of contents will automatically list section all headings and sub-headings created
using the “Heading 1”, “Heading 2” and “Heading 3” styles.
When planning your plan, it might be useful to set target page lengths for each main
section for use as drafting guidelines and to get the right balance between key topics. See
Length of a Business Plan in the Free-Plan Guide.
1. INTRODUCTION TO PLAN............................................................................1
2. SUMMARY OF PLAN.....................................................................................2
3.1. Vision................................................................................................................................ 5
3.2. Mission............................................................................................................................. 5
3.3. Values............................................................................................................................... 5
3.4. Objectives......................................................................................................................... 5
3.5. SWOTs.............................................................................................................................. 5
3.6. Strategies.......................................................................................................................... 6
3.7. Goals/Targets................................................................................................................... 6
4. PRESENT STATUS........................................................................................7
4.1. Background...................................................................................................................... 7
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5. PRODUCT/SERVICE DESCRIPTIONS..........................................................9
6.4. Customers/Users........................................................................................................... 11
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9. OPERATIONAL PLANS...............................................................................19
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12. FUNDING...................................................................................................34
13. IMPLEMENTATION...................................................................................35
14. Conclusion.................................................................................................37
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List of Appendices
Tips:
1. No major section within the body of your plan should exceed 6-8 pages. Use
appendices to present detailed or additional information which is summarized or
referenced in the body of the plan. This reduces the length of the plan. It also
enhances readability and ensures that the reader does not get sucked into
excessive detail.. Suggestions for possible appendices follow. Do not remove
these until you have finished drafting the plan.
2. If the appendices are very lengthy, consider binding them into a separate volume.
This should make the plan appear less intimidating and creates the opportunity to
circulate the plan with or without appendices.
3. If presenting the appendices as a separate volume, be sure to include a cover page
(complementing that of the main plan) and a detailed contents list (number all
pages in the appendices).
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sections/appendices in the plan. Use text bullets to highlight key assumptions and
place the details in tables within this appendix.
If you need guidance, download a trial copy of Exl-Plan and have a look at its
Textual Summary Report and monthly assumption reports.
Check out the contents and layouts of the monthly, quarterly and annual reports
generated by Exl-Plan. You could paste or link key tables and charts from Exl-Plan
directly into Free-Plan. For help with this, see Using Exl-Plan with Free-Plan in the
Free-Plan Guide.
A lower tech solution would be to append photocopies of Exl-Plan’s reports to the
back of your business plan. When photocopying, you will be able to change margins
and enlarge pages or change their orientation to suit your plan's layout and bindings.
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Basic Information
>> Enter Your Biz Name Here <<
Tip: Use the table below to list basic particulars about your business - contact details,
regulatory items, names of advisers, principal financiers etc. Modify/delete the rows as
appropriate. Once the table has been completed, delete unused rows, space out the
remaining rows and, if desired, hide all the borders.
Legal name and status of business:
Directors/partners/proprietor List and indicate positions. Distinguish
between exec and non-exec directors.
Address of main office:
Addresses of other offices:
Address of registered office:
Main telephone:
Main fax:
Main e-mail
Website:
Name and address of parent company:
Business incorporation/registration date:
Business incorporation/registration number:
Business tax reference number(s):
Insert any other regulatory/license items here
Insert any other regulatory/license items here
Main shareholders:
Stock market & symbol
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Business Plan
1. Introduction to Plan
See the Free-Plan Guide for suggestions. You can defer writing this section until the
main part of the plan has been completed.
Keep this section to under one page.
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2. Summary of Plan
See the Free-Plan Guide for suggestions. Do not write this section until the main part
of your plan has been finalized.
Use the sub-headings below to guide you on the key issues. You may wish to edit, merge
or even remove them entirely once you have finished drafting. Make use of simple charts
and bullet points. Limit this section to two or, at most, three pages.
Add sub-headings using CTRL+Shift F5 for the “Heading 2” style and CTRL+Shift F5
for the “Heading 3” style. Use CTRL+Shift F1 for the “Body Text” style.
Once you have drafted this summary, remember to update the page numbers in the Table
of Contents.
Mission, Key Strategies & Goals
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Present Status
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Proposed Offerings
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Proposed Markets
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Marketing & Sales Plans
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Operational & R&D Plans
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Management
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Financial Projections
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This table was "pasted in" as a picture from Exl-Plan, PlanWare's Excel-based financial planner.
It is fully-integrated and linked to the projected income statements, cashflows and balance
sheets. See Using Exl-Plan with Free-Plan in the Free-Plan Guide.
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These charts were "pasted in" as pictures from Exl-Plan, PlanWare's Excel-based financial
planner. They are fully-integrated and linked to the projected income statements, cashflows and
balance sheets. See Using Exl-Plan with Free-Plan in the Free-Plan Guide.
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Funding Proposals
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Conclusion
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3.1. Vision
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3.2. Mission
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3.3. Values
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3.4. Objectives
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3.5. SWOTs
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Internal External
Strengths: Opportunities:
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· ·
· ·
Weaknesses: Threats:
· ·
· ·
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3.6. Strategies
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3.7. Goals/Targets
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4. Present Status
See the Free-Plan Guide for suggestions. The suggested sub-headings below may not be
fully appropriate for a start up – modify or delete them as appropriate.
Consider placing detailed material in an appendix and summarizing it here.
To insert a new main heading which starts on a new page, use CTRL+Shift F4 for the
“Heading 1” style. Add more sub-headings using CTRL+Shift F5 for the “Heading 2”
style and CTRL+Shift F5 for the “Heading 3” style. Use CTRL+Shift F1 for the “Body
Text” style.
4.1. Background
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Product AA
Product BB
Product CC
Total sales
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4.2.3. R&D
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Project Date Started Projected % Completed Main Expenditure to
Finish Date Resources Date
($000)
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4.2.4. Finances
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5. Product/Service Descriptions
Edit the heading above to make it more relevant to your offering(s). See the Free-Plan
Guide for suggestions. Consider placing detailed material in an appendix and
summarizing it here.
Edit the main heading above to increase its relevance to your business e.g. delete word
service if you offer products.
To insert a new main heading which starts on a new page, use CTRL+Shift F4 for the
“Heading 1” style. Add sub-headings using CTRL+Shift F5 for the “Heading 2” style
and CTRL+Shift F5 for the “Heading 3” style. Use CTRL+Shift F1 for the “Body Text”
style.
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6.1.1. Market 1
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6.1.2. Market 2
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Segment A
Segment B
Segment C
Other segments
Total market
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6.4. Customers/Users
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Segment A
Segment B
Segment C
Other segments
Total market
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Key Offering/Market #1
- Sales volumes
- Selling prices
Total Sales ($000)
Key Offering/Market #2
- Sales volumes
- Selling prices
Total Sales ($000)
Key Offering/Market #3
- Sales volumes
- Selling prices
Total Sales ($000)
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This table was "pasted in" as a picture from Exl-Plan, PlanWare's Excel-based financial planner.
It is fully-integrated and linked to the projected income statements, cashflows and balance
sheets. See Using Exl-Plan with Free-Plan in the Free-Plan Guide.
Xxx
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>> Click here and replace this text with your business name
This chart was "pasted in" as a picture from Exl-Plan, PlanWare's Excel-based financial planner.
It is fully-integrated and linked to the projected income statements, cashflows and balance
sheets. See Using Exl-Plan with Free-Plan in the Free-Plan Guide.
Xxx
Key Offering/Market #1
- Sales volumes
- Selling prices
Total Sales ($000)
Key Offering/Market #2
- Sales volumes
- Selling prices
Total Sales ($000)
Key Offering/Market #3
- Sales volumes
- Selling prices
Total Sales ($000)
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........
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Years to end xxMonth: 20XX 20XX 20XX 20XX
........
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Payroll 20XX 20XX 20XX 20XX
Cost ($000) ($000) ($000) ($000)
Years to end xxMonth: ($000/per
son)
........
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Key Project #1
- Internal payroll
- External consultancy
- Other expenses
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Key Project #2
- Internal payroll
- External consultancy
- Other expenses
Total - Key Project #2
Key Project #3
- Internal payroll
- External consultancy
- Other expenses
Total - Key Project #3
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9. Operational Plans
Modify the heading above to reflect your business’s activities e.g. changes to
Manufacturing Plans, Retailing Plans, Distribution Plans etc.. See the Free-Plan Guide
for suggestions. Consider placing detailed material in an appendix and summarizing it
here.
To insert a new main heading which starts on a new page, use CTRL+Shift F4 for the
“Heading 1” style. Add sub-headings using CTRL+Shift F5 for the “Heading 2” style
and CTRL+Shift F5 for the “Heading 3” style. Use CTRL+Shift F1 for the “Body Text”
style.
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This table was "pasted in" as a picture from Exl-Plan, PlanWare's Excel-based financial planner.
It is fully-integrated and linked to the projected income statements, cashflows and balance
sheets. See Using Exl-Plan with Free-Plan in the Free-Plan Guide.
Xxx
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Project #1
Project #2
Project #3
New equity
New Loans
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Output/person (Units)
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Payroll 20XX 20XX 20XX 20XX
Cost ($000) ($000) ($000) ($000)
Years to end xxMonth: ($000/per
son)
Direct production
Indirect production
Maintenance
Utilities
Quality
Warehousing
Transport
Supervision
Management
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>> Click here and replace this text with your business name
This table was "pasted in" as a picture from Exl-Plan, PlanWare's Excel-based financial planner.
It is fully-integrated and linked to the projected income statements, cashflows and balance
sheets. See Using Exl-Plan with Free-Plan in the Free-Plan Guide.
Xxx
Xxx
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>> Click here and replace this text with your business name
This table was "pasted in" as a picture from Exl-Plan, PlanWare's Excel-based financial planner.
It is fully-integrated and linked to the projected income statements, cashflows and balance
sheets. See Using Exl-Plan with Free-Plan in the Free-Plan Guide.
Xxx
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Head count - IT
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Payroll 20XX 20XX 20XX 20XX
Cost ($000) ($000) ($000) ($000)
Years to end xxMonth: ($000/per
son)
Reception
Clerical
Accounts
IT
Security
Middle management
Senior management
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This table was "pasted in" as a picture from Exl-Plan, PlanWare's Excel-based financial planner.
It is fully-integrated and linked to the projected income statements, cashflows and balance
sheets. See Using Exl-Plan with Free-Plan in the Free-Plan Guide.
Xxx
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Overhead cost #1
Overhead cost #2
................
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This table was "pasted in" as a picture from Exl-Plan, PlanWare's Excel-based financial planner.
It is fully-integrated and linked to the projected income statements, cashflows and balance
sheets. See Using Exl-Plan with Free-Plan in the Free-Plan Guide.
Xxx
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>> Click here and replace this text with your business name
This chart was "pasted in" as a picture from Exl-Plan, PlanWare's Excel-based financial planner.
It is fully-integrated and linked to the projected income statements, cashflows and balance
sheets. See Using Exl-Plan with Free-Plan in the Free-Plan Guide.
Xxx
27
>> Click here and replace this text with your business name
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>> Click here and replace this text with your business name
This table was "pasted in" as a picture from Exl-Plan, PlanWare's Excel-based financial planner.
It is fully-integrated and linked to the projected income statements, cashflows and balance
sheets. See Using Exl-Plan with Free-Plan in the Free-Plan Guide.
Xxx
This table was "pasted in" as a picture from Exl-Plan, PlanWare's Excel-based financial planner.
It is fully-integrated and linked to the projected income statements, cashflows and balance
sheets. See Using Exl-Plan with Free-Plan in the Free-Plan Guide.
Xxx
29
>> Click here and replace this text with your business name
This chart was "pasted in" as a picture from Exl-Plan, PlanWare's Excel-based financial planner.
It is fully-integrated and linked to the projected income statements, cashflows and balance
sheets. See Using Exl-Plan with Free-Plan in the Free-Plan Guide.
Xxx
This table was "pasted in" as a picture from Exl-Plan, PlanWare's Excel-based financial planner.
It is fully-integrated and linked to the projected income statements, cashflows and balance
sheets. See Using Exl-Plan with Free-Plan in the Free-Plan Guide.
Xxx
30
>> Click here and replace this text with your business name
This chart was "pasted in" as a picture from Exl-Plan, PlanWare's Excel-based financial planner.
It is fully-integrated and linked to the projected income statements, cashflows and balance
sheets. See Using Exl-Plan with Free-Plan in the Free-Plan Guide.
Xxx
31
>> Click here and replace this text with your business name
This table was "pasted in" as a picture from Exl-Plan, PlanWare's Excel-based financial planner.
It is fully-integrated and linked to the projected income statements, cashflows and balance
sheets. See Using Exl-Plan with Free-Plan in the Free-Plan Guide.
Xxx
This table was "pasted in" as a picture from Exl-Plan, PlanWare's Excel-based financial planner.
32
>> Click here and replace this text with your business name
It is fully-integrated and linked to the projected income statements, cashflows and balance
sheets. See Using Exl-Plan with Free-Plan in the Free-Plan Guide.
Xxx
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12. Funding
Delete this heading and section if not relevant. See the Free-Plan Guide for suggestions.
To insert a new main heading which starts on a new page, use CTRL+Shift F4 for the
“Heading 1” style. Add sub-headings using CTRL+Shift F5 for the “Heading 2” style
and CTRL+Shift F5 for the “Heading 3” style. Use CTRL+Shift F1 for the “Body Text”
style.
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13. Implementation
See the Free-Plan Guide for suggestions. Consider placing detailed material in an
appendix and summarizing here.
To insert a new main heading which starts on a new page, use CTRL+Shift F4 for the
“Heading 1” style. Add sub-headings using CTRL+Shift F5 for the “Heading 2” style
and CTRL+Shift F5 for the “Heading 3” style. Use CTRL+Shift F1 for the “Body Text”
style.
……
……
……
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14. Conclusion
See the Free-Plan Guide for suggestions.
Go back to the Summary section and only write it when you are fully satisfied with all
the plan’s detail.
Refer to the Business Plan Checklist.
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Appendix - XX
>> Enter Title of Appendix Here <<
Use the above “Appendix” style for each appendix you include with your plan. Replace
XX with the appendix number.
See the list of appendices towards the front of the Free-Plan Template for suggestions on
possible appendices and their content. If the appendices are bulky, consider binding them
into a separate volume.
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