Entrepreneurship Studies at Grove City College

Recommended Plan Format

2011 Business Plan Competition

Business Plan Recommended Format

Title Page

Company name

Names of team members

Table of Contents

Every division noted

Appendices noted

1) EXECUTIVE SUMMARY

    a) Description of the Business Concept and the Business

    b) The Opportunity and Strategy

    c) The Target Market and Projections

    d) The Competitive Advantages

    e) The Economics, Profitability, and Harvest Potential

    f) The Team

    g) The Offering

2) THE INDUSTRY, THE COMPANY, ITS PRODUCT(S), OR SERVICES(S)

    a) The Industry

    b) The Company and the Concept

    c) The Product(s) or Service(s)

    d) Entry and Growth Strategy

3) MARKET STRATEGY

    a) Market research

        i) Customers

        ii) Market Size and Trends

        iii) Estimated Market Share and Sales

        iv) Competitive information

    b) Product

        i) Positioning

        ii) Pricing

        iii) Packaging

    c) Sales and Distribution

        i) Channels

        ii) Sales strategy

    d) Marketing

        i) Promotion strategy

        ii) Web strategy

        iii) Pricing

        iv) Services and Warranty Policies

    e) Ongoing Market Evaluation

4) BUSINESS STRATEGY

    a) Business model

        i) Revenue streams

        ii) Gross and Operating Margins

        iii) Profit Potential and Durability

        iv) Fixed, Variable and Semi-variable Costs

    b) Overall Schedule (Time/Event Chart)

5) ORGANIZATION AND OPERATIONS

    a) Organizational Structure

    b) Design and Development Elements

        i) Development Status and Tasks

        ii) Difficulties and Risks

        iii) Product Improvement and New Products

        iv) Costs

        v) Proprietary Issues

    c) Manufacturing and Operations Plan

        i) Operating Cycle

        ii) Geographical Location

        iii) Facilities and Improvements

        iv) Strategy and Plans

        v) Regulatory and Legal Issues

6) MANAGEMENT TEAM

    a) Key Management Personnel

    b) Management Compensation and Ownership

    c) Other Investors

    d) Employment and Other Agreements and Stock Option and Bonus Plans

    e) Board of Directors

    f) Other Shareholders, Rights and Restrictions

7) CRITICAL RISKS, PROBLEMS, AND ASSUMPTIONS

8) THE FINANCIAL PLAN

    a) Beginning Cash Balance

    b) Pro Forma Income Statements for three years

    c) Pro Forma Balance Sheets for three years

    d) Pro Forma Cash Flow Analysis for three years

    e) Break-even Chart and Calculation

    f) Cost Control

    g) Highlights

9) PROPOSED COMPANY OFFERING

    a) Desired Financing

    b) Offering

    c) Capitalization

    d) Use of Funds

    e) Investor's Return

10) APPENDIXES

    a) Resumes

    b) Spreadsheets

    c) Facility layouts

    d) Product designs, specifications

    e) Sample promotional documents

    f) Etc.