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Business
plan toolkit
Your business name
Fill in the sections that apply to you and your business.
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Todays date
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Earn points by helping other students or get them with a premium plan
Business plan toolkit. Your business name. Todays date. Page 2. 2. Contents. Section. The business at a glance. The business in detail ... Set-up costs.
Typology: Lecture notes
2021/2022
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Business
plan toolkit
Contents
Section
The business at a glance
The business in detail
History
Products and services
Structure
SWOT analysis
Premises, plant and equipment
Information systems and telecommunications
Intellectual property, licences and memberships
Insurances
Goals, milestones, strategies
Goals and milestones
Marketing
Sales
Customer management and retention
Pricing
The competitive landscape
The industry
Target market
The competition
Financial forecasts
Set-up costs
Profit and loss forecast
Cash flow forecast
Balance sheet forecast
Break-even analysis
Page
The business at a glance
Our products and services Our target market Our goals Capital requirements
The business in detail
History Your introduction Date established Operating history Products & services Product 1 Product 2 Product 3
The business in detail
Threats Opportunities Premises, plant & equipment Premises Plant & equipment
The business in detail
Information systems & telecommunications Information systems Telecommunications Intellectual property, licences & memberships Registered business names Domain names Trademarks and patents Licences Memberships
Goals, milestones
Goal Milestones
Marketing Goals Advertising
Goals, milestones,
and strategies
Marketing material Website Direct mail Events & publicity
Goals, milestones,
and strategies
Management techniques Retention techniques Website Pricing Strategy Prices
Goals, milestones,
and strategies
The industry Your summary Target market Your summary Age Gender Occupation Income Location (^) · Attitude and key drivers
The competitive
landscape
Strengths Weaknesses
Competitor 2
Established Market share Value proposition Strengths Weaknesses
The competitive
landscape
Competitor 3
Established Market share Value proposition Strengths Weaknesses
Competitor 4
Established Market share Value proposition
The competitive
landscape
Set-up costs Setting up the business Accountants fees Solicitor’s fees Business registration Domain name registration Insurance premiums Licences Workers compensation Setting up the premises Lease deposit and advance rent Fitout Utility bonds and connection Stationery and office supplies Plant & equipment Equipment Vehicles Telecommunications Computers and software Starting operations Advertising and promotion Raw materials and supplies Working capital Start-up capital Equity investment Borrowings Total The result Total set-up costs Surplus funds Borrowings required
Financial forecasts
Profit & loss forecast JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC TOTALS Sales Sales (invoices) Cost of goods sold Gross profit Expenses Accounting fees Advertising Bank charges Bank interest Depreciation Electricity & gas Equipment hire/lease Insurance Legal fees Motor vehicle expenses Postage, telephone & fax Stationery Rent Repairs & maintenance Security Sundries Superannuation Transport/courier Wages Workers compensation Total Result Net profit Gross profit margin Net profit margin