Purpose of Business Plan Set Goals and Objectives for the
Business Resource Planning Secure Funding
Slide 3
Structure and Presentation Executive Summary maximum two pages
Business Plan Elements must address relevant strategic and
functional elements of the business focus on specifics Presentation
avoid complex technical language use tables as appropriate use
appendices as appropriate.
Slide 4
Executive Summary Case Study Company Profile/ the Team Market
Opportunity Description of Product/Service Competitive Analysis
Sales and Marketing Plan Production and Operations Plan Summary
Financial Projections
Slide 5
Product Market Description Describe your proposed service(s)
(non technical description). market description with size and
growth rates (focus on target market segment) Append copies of /
references to relevant market reports. Identify the specific
customers or types of customers you propose to target.
Slide 6
Competitive Analysis Give a pen picture of your main existing
and potential competitors. table highlighting the relative
strengths and weaknesses competitors can be direct and indirect
Clearly identify why you will have a competitive advantage against
these competitors.
Slide 7
Sales and Marketing Plan Explain your pricing strategy How you
will promote the product, sell it, deliver it, provide technical
support and/or customer service, etc. Detail the resources required
for these tasks Describe any marketing alliances or sales channels
which have been agreed. specify sales process, lead times costs
must be quantified specify projected returns on investment use
tables as appropriate
Slide 8
Sales Projections Give a breakdown of your projected annual
sales by customer, product or geographic area as appropriate.
assumptions must be supported projections must be credible and
related marketing effort
Slide 9
The Team Name the promoters, investors, senior managers, board
members, key advisers etc. Provide the following for each of these
individuals: CV; role in company; shareholding %; time and cash
commitment to company, other business interests. use appendices and
tables as appropriate
Slide 10
HRD Plan Provide organisation chart showing key personnel and
their responsibilities. Outline plans to strengthen the management
or board, e.g. training, recruiting managers, consultants, non
executive directors, etc. Outline any Human Resource Development
plans Employment projections by year and employee category (Include
the average annual salary for each category and projected total
wage bill by year).
Slide 11
Financial Projections Current balance sheet (if company already
formed) Projected quarterly P&L and Balance Sheets for 3 years.
Projected cash flows by month until breakeven is achieved and
quarterly thereafter.
Slide 12
Financial Projections (continued) List all assumptions used in
drawing up the above projections. Justify the key assumptions.
Copies of any other schedules or information used in preparing your
financial projections. Note Summary information in Business Plan
Detailed information in Appendices
Slide 13
Funding Detail of proposed funding (loans, credit, equity)
indicating amount, status of negotiations, sources, and the
terms/valuation etc. Any funding shortfall and plans to seek
additional funding. Detail any investment in a form other than cash
(e.g. time spent, equipment donated etc.) Provide table setting out
Requirements and Sources of funds
Slide 14
Technology Provide R&D Plan including current/projected
number of R&D staff by year and current/projected R&D spend
by year. Details of patents if significant in retaining/growing
sales Indicate the technical strengths and plans to address gaps if
any. Details of external sources of technical expertise Identify
likely bottlenecks and plans to address them (provide tables as
appropriate)
Slide 15
Production and Operations Give an overview of proposed
operating processes Detail proposed location as well as the size
and specification of building requirements. Details of any capital
expenditure required.
Slide 16
Project Plan/Timeframe Indicate clearly the timeframe for the
different key tasks/stages of the project (e.g. initial
fund-raising, developing first product etc), Milestones that must
be achieved before subsequent phases (including the next round of
funding) can properly commence. Ideally, provide this by means of a
Gantt chart with back up notes
Slide 17
SWOT Analysis Please provide (in bullet point format) a summary
of the companys Strengths and Weaknesses and the Opportunities and
Threats facing it.
Slide 18
Legal Structure Outline the (proposed) legal structure, e.g. if
there are patent companies etc.