Business Plan Outline
Non-disclosure
1.0 Executive Summary
1.1 Mission Statement
1.2 The Enterprise
1.3 Key Personnel
1.4 The Market
1.5 The Offering
1.6 Marketing Strategy
1.7 Competition
1.8 Projections
1.9 Resource Requirements
1.10 Key Issues
2.0 The Enterprise
2.1 Objectives
2.2 History
2.3 Organization
2.3.1 Key Personnel
2.3.2 Personnel Count
2.4 Operations
2.5 The Future
3.0 The Market
3.1 Market Segments
3.2 Prospects
3.3 Prospect Objectives
3.4 Segmentation
3.5 Size
3.6 Environment
3.7 Alternatives
4.0 The Offering
4.1 Description
4.2 Market Status
4.3 Value
4.4 Cost to Produce
4.5 Support
5.0 Marketing Strategy
5.1 Targets
5.2 Image
5.3 Promotion
5.3.1 Internet Web Site
5.3.2 Publicity
5.3.3 Advertising
5.4 Pricing
5.5 Sales
5.6 Distribution
5.7 Logistics
5.8 Support
6.0 Competitive Analysis
7.0 Development Program
7.1 Objectives
7.2 Organization
7.3 Market Status
7.4 Schedules
7.5 Technology
8.0 Operations / Production
8.1 Organization
8.2 Suppliers
8.3 Sub-contractors
8.4 Technology
8.5 Quality
8.6 Inventory
9.0 Investment Capital
9.1 Initial Funding
9.2 Use of Funds
9.3 Return on Investment
10.0 Historical Financials
10.1 Income Statement
10.2 Balance Sheet
10.3 Cash Flow
11.0 Financial Projections
11.1 Year One Income Statement
11.2 Year Two Income Statement
11.3 Five Year Income Statement
11.4 Year One Cash Flow
11.5 Year Two Cash Flow
11.6 Five Year Cash Flow
11.7 Balance Sheet
12.0 Financial Alternatives
12.1 Best Case
12.2 Worst Case
13.0 Financial Addendums
13.1 Assumptions
13.2 Ratios
13.3 Income Statement Comparison
13.4 Balance Sheet Comparison
Business Plan Charts
Tutorial
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2.3.2 Personnel Count
Explanation
Include a spreadsheet listing the headcount projected for every department in your enterprise for each of the next five years.
The total number of personnel in this list must be used to calculate the Revenue & Profit per Employee later in this document.
If you are using business plan software to write your plan, this will be done for you automatically.
Sample from CitiLoc, Inc.
| | 2009 | 2010 | 2011 | 2012 | 2013 |
|---|
| Engineering/Development |
| Management | 1 | 1 | 1 | 1 | 1 |
| Non-management | 3 | 5 | 5 | 5 | 5 |
| Production/Service Delivery |
| Management | | | | | |
| Non-management | | | | | |
| Marketing |
| Management | 1 | 1 | 1 | 1 | 1 |
| Non-management | | 1 | 1 | 1 | 1 |
| Sales |
| Management | | | | | |
| Non-management | 1 | 5 | 6 | 7 | 8 |
| Customer Support |
| Management | 1 | 1 | 1 | 1 | 1 |
| Non-management | 5 | 9 | 10 | 11 | 12 |
| General & Administrative |
| Management | 1 | 1 | 1 | 1 | 1 |
| Non-management | 1 | 1 | 2 | 3 | 3 |
| Other |
| Management | 1 | 1 | 1 | 1 | 1 |
| Non-management | 27 | | 1 | 1 | 1 |
| |
| Total Personnel | 42 | 26 | 30 | 33 | 35 |
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