文档介绍：THE BUSINESS PLAN
ROAD MAP TO ESS
Exercise Workshop Objectives
By the end of this exercise, you should be able to:
• Understand the role of the business plan.
• List several reasons for developing a business plan.
• Identify sources where you can get help in developing a business plan.
• Identify the type of information to include in the business plan.
• Prepare an outline for a business plan.
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BUSINESS PLAN OUTLINE
Below is an outline for a business plan. Use this model as a guide when developing the
business plan for your business.
Elements of a Business Plan
1. Cover sheet
2. Statement of purpose
3. Table of contents
I. The Business
A. Description of business
A. Marketing
B. Competition
C. Operating procedures
D. Personnel
E. Business insurance
G. Financial data
II. Financial Data
A. Loan applications
B. Capital equipment and supply list
C. Balance sheet
D. Breakeven analysis
E. Pro-Forma e projections (profit & loss statements)
- Three-year summary
- Detail by month first year
- Detail by quarters, second and third years
- Assumptions upon which projections were based
F. Pro-forma cash flow
- Follow guidelines for letter E.
III. Supporting Documents
- Tax returns of principals for last three years
- Person