A business plan can have many different forms and structures. The following is meant to represent a generic form. Please consult with a business advisor to assist you in developing the best plan to fit your specific business.

1. Executive summary:
   • Background and vision.
   • Product and/or services provided to customers.
   • Management and service team.
   • Market and competition.
   • Marketing and sales.
   • Operations and technology.
   • Financial prospects, needs, uses & ROI plans.
2. Background and vision:
   
   • Brief history.
   • Vision; culture, values, purpose and mission.
   • Business revenue model.
3. Product and/or services provided to customers:
   • Product(s) description.
   • Technology description.
4. Ownership, management and service team:
   • Legal form.
   • Current ownership and capital structure.
   • Personnel organization structure.
   • Management experiences and accomplishments.
   • Human resources management strategy.
   • Service providers.
5. Market and competition
   • Market definition.
   • Degree of fragmentation.
   • Market potential statistics.
   • Competitive analysis of firm.
     • Firm’s current position in the industry.
     • Key competitors and current strategies.
     • Firm’s SWOT & critical points of leverage vis a vis competitors.
6. Marketing and sales
   • Marketing strategy
     • Selection of target market/segment
       • Customer segment(s) to be served
       • Segment-specific needs to be addressed and benefits to be delivered
     • Design of marketing mix
       • Differentiated positioning: branding & unique value proposition
       • Pricing

* Contributions to this page was provided by:
Dave Bittner
Growth Management
602-495-1077