Page 1 of 2. SCORE. Charlotte Chapter. BUSINESS PLAN OUTLINE. I.
STATEMENT OF PURPOSE OR MISSION OF BUSINESS. II. THE BUSINESS.
SCORE Charlotte Chapter
BUSINESS PLAN OUTLINE I.
STATEMENT OF PURPOSE OR MISSION OF BUSINESS
II.
THE BUSINESS A. B. C. D.
III.
THE MARKET A.
IV.
Description of product or service Features & benefits of use to customer Use of new technology or innovations System / process to obtain customer feedback
THE COMPETITION A. B.
VI.
Define the “local” market 1. How many total dollars are generated currently, potential for growth, trends, etc. 2. Estimate of sales for first three years 3. Who are your potential customers (include demographic data) 4. Advantage over competitors (service, quality, convenience, technology, uniqueness, price, etc.)
THE PRODUCT OR SERVICE A. B. C. D.
V.
Description of the business Products / services Customers Status of industry & trends
List of competitors and their locations Assessment of their respective strengths & weaknesses
MARKETING STRATEGY A. B. C. D.
Page 1 of 2
Methods to identify potential customers Profile of customers targeted Pricing strategy Sales Strategy 1. Advertising & promotion - grand opening plans (retail) 2. Customer retention programs (repeat sales)
VII.
OPERATIONS A. B. C. D E. F.
VIII.
MANAGEMENT A.
IX.
Start-up Date Organizational Structure Space Requirements Capitol equipment needs Training needs (personal & employees) Personal & employee salary / wages Resume (1 page)
FINANCIAL DATA A. Cash flow analysis (12 to 36 months) 1. Include 3 to 6 months operating capitol 2. Monthly for first year / quarterly for next 2 years B Funding 1. Owners contribution 2. Amount of loan needed 3. How loan proceeds will be spent (purchase or lease of business site, equipment, supplies, operating capitol, etc.)
X.
SUPPORTING DOCUMENTATION A. Location or store plans B. Product / service brochures
