Mgt602
Tuesday, November 10, 2009 Posted In MGT Edit This • Introductory page: (not more than 2 pages)
a. Name and address of business
b. Name and address of owner
c. Name of business
d. Statement of financing needed
e. Statement of confidentiality
• Executive summary (not more than 1 page)
• Industry analysis (not more than 3 pages)
a. Future outlook and trends
b. Analysis of competitors
c. Market segmentation
d. Industry forecasts
• Description of venture (not more than 2 pages)
a. Product
b. Services
c. Size of business
d. Office equipment and personnel
e. Background of entrepreneurs
• Marketing plan (not more than 2 pages)
a. Pricing
b. Distribution
c. Promotion product forecast
d. Controls
• Organizational plan (not more than 2 pages)
Virtual
b. Identification of partners
c. Authority of principals
d. Management team background
e. Roles and responsibilities of members of organization
• Assessment of risk (not more than 2 pages)
a. Evaluate weakness of business
b. New technologies
c. Contingency plans
• Financial plan (not more than 2 pages)
a. Sources of funds
b. Performa income statement
c. Performa balance sheet
d. Cash flow projections
Appendix (contains backup material)
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1. Executive Summary: Write this last. It’s just a page or two of highlights.
2. Company Description: Legal establishment, history, start-up plans, etc.
3. Product or Service: Describe what you’re selling. Focus on customer benefits.
4. Market Analysis: You need to know your market, customer needs, where they are, how to reach them, etc.
5. Strategy and Implementation: Be specific. Include management responsibilities with dates and budgets. Make sure you can track results.
6. Web Plan Summary: For e-commerce, include discussion of website, development costs, operations, sales and marketing strategies.
7. Management Team: Describe the organization and the key management team members.
8. Financial Analysis: Make sure to include at the very least your projected Profit and Loss and Cash Flow tables.
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Executive Summary
The CompanyServices
Objectives
Keys to Success
Mission
Company Ownership
Start-up Summary(table and graph included)
Company Locations and Facilities
Competitive Comparison
Sales Literature
Technology
Target Market Segment Strategy
Market Needs
Market Growth
Sales Forecast
Management Summary
Management Team
Financial Plan
Projected Profit and Loss
Long-term Plan
Now prepare yourself
Strategy and Implementation Summary
